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Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
Esri Maps for IBM Cognos
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Esri Maps for IBM Cognos

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Esri Maps for IBM Cognos

Esri Maps for IBM Cognos

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  • 1. Esri®Maps for IBM CognosAn Esri®White PaperSeptember 2012
  • 2. Copyright © 2012 EsriAll rights reserved.Printed in the United States of America.The information contained in this document is the exclusive property of Esri. This work is protected under United Statescopyright law and other international copyright treaties and conventions. No part of this work may be reproduced ortransmitted in any form or by any means, electronic or mechanical, including photocopying and recording, or by anyinformation storage or retrieval system, except as expressly permitted in writing by Esri. All requests should be sent toAttention: Contracts and Legal Services Manager, Esri, 380 New York Street, Redlands, CA 92373-8100 USA.The information contained in this document is subject to change without notice.Esri, the Esri globe logo, ArcGIS, esri.com, and @esri.com are trademarks, service marks, or registered marks of Esri in theUnited States, the European Community, or certain other jurisdictions. Other companies and products or services mentionedherein may be trademarks, service marks, or registered marks of their respective mark owners.
  • 3. J10153Esri White Paper iEsri Maps for IBM CognosAn Esri White PaperContents PageWho Uses Esri Maps for IBM Cognos? ............................................... 2Key Components of Esri Maps for IBM Cognos.................................. 2Standard Workflow for Creating Map-Enabled Reports ...................... 5Esri Viewer: Extend IBM Cognos Report Studio................................. 5Intuitive Vantage Administration and Map Studio Tools..................... 6Vantage Administration.................................................................. 6Map Studio: Add Dynamic Map Services to Reports..................... 7Basemaps .................................................................................. 7Leverage In-Place Esri Map Services and IBM CognosBI Data Queries...................................................................... 8Thematic Map Display........................................................ 8Point-Based Symbolization....................................................... 8Heat Maps ................................................................................. 9Thematic Shading of GIS and/or BI Data................................. 10Legend Filtering.................................................................. 11Map to Report Object Broadcasting ......................................... 12Drill to Details........................................................................... 13Map Layer Queries and Filters ................................................. 13Map Printing via PDF............................................................... 14Geocoding and Routing ............................................................ 14Map Export ............................................................................... 14Map Overview Window............................................................ 15Enterprise Architecture......................................................................... 15Map Service Options....................................................................... 16Utilize In-Place Esri Map Services........................................... 16Cloud-Based Map Services................................................. 16On-Premises Map Services................................................. 17System Information and Requirements................................................. 17
  • 4. J10153Esri White PaperEsri Maps for IBM CognosEsri® Maps for IBM® Cognos® is a location analytics solution thatintegrates Esri maps into IBM Cognos business intelligence (BI)applications. Organizations using IBM Cognos BI to analyze business datacan instantly add value to existing applications by easily integratingdynamic maps into their BI reports and dashboards.When users cannot query a dynamic map, they are limited in their ability to spot trends infiltered data. When maps are included in a report, patterns jump off the page.Reports built with an embedded Esri map immediately make business performancepatterns obvious:
  • 5. Esri Maps for IBM CognosJ10153September 2012 2Esri Maps for IBM Cognos offers several key benefits:■ High impact analytics that delivers immediate value to the business. While BIusers are accustomed to analyzing data using lists of numbers together with charts,performance indicators, and cross-tabs, Esri Maps for IBM Cognos unites BI datawith maps to deliver a highly intuitive and powerful analytics experience. Users cansee and analyze data simply by clicking thematically shaded regions and/or points ona map.■ Nonintrusive, rapid report creation and deployment using in-place data assetsand skills. Esri Maps for IBM Cognos is designed to seamlessly integrate into theeveryday workflows that IBM Cognos BI report authors and users are accustomed to.The creation of dynamic, map-enabled reports with bidirectional communicationbetween the underlying BI data and the maps is achieved using existing report-writing skills, with no requirements for custom coding or GIS expertise. Similarly,report consumers require no additional skills or tools to start using map-enabledreports to analyze their data visually.■ Proven enterprise architecture. Both IBM Cognos BI and the Esri ArcGIS®platforms are proven enterprise solutions in their respective domains. The combiningof these two highly complementary technologies, both of which are built based onservice-oriented architecture (SOA) principles, offers an intuitive and unified view ofbusiness assets in a spatial context that is often difficult and time-consuming toachieve using custom-coded solutions.Who Uses Esri Mapsfor IBM Cognos?Esri Maps for IBM Cognos BI is used primarily by business intelligence reportconsumers who have requirements to view and analyze data in a spatial or geographiccontext. These consumers utilize IBM Cognos BI reports to make data-driven businessdecisions. They range from directors and managers of groups or departments andbusiness analysts and knowledge workers whose decisions affect how the business runsto general business users who use reports to understand and influence performance withintheir business unit or area of responsibility.Secondary groups that benefit from Esri Maps for IBM Cognos are the IBM Cognos BIreport authors who build and deploy reports for the consumers described above. BIsystem and security administrators who ensure that BI data and applications remainrunning efficiently and securely also benefit. Esri Maps for IBM Cognos integratestightly with the administrative and security framework of the underlying IBM Cognosenvironment.Key Components ofEsri Maps for IBMCognosEsri Maps for IBM Cognos is an add-in for the IBM Cognos business intelligence suite.Its out-of-the-box features support close integration of dynamic Esri maps into IBMCognos reports and dashboards. The product enables location analytics by business usersvia a seamless plug-in that fits in the BI environment.
  • 6. Esri Maps for IBM CognosJ10153Esri White Paper 3Esri Maps for IBM Cognos consists of three primary user interface components:■ An extension to IBM Cognos Report Studio in the form of an Esri Viewer toolallows IBM Cognos report authors to map enable their reports using the sametoolbox and drag-and-drop capability they use for other reporting capabilities:■ Design-time components called Vantage Administration and Vantage Map Studiowork together to allow report authors to do the following:● Configure and style maps embedded into IBM Cognos reports● Establish how the maps interact with IBM Cognos report objects and dataVantage Administration provides access to map-enabled IBM Cognos reports, towhich Esri map objects have been added in IBM Cognos Report Studio, as describedabove. Vantage Administration is directly accessible from the IBM CognosConnection Launch menu:
  • 7. Esri Maps for IBM CognosJ10153September 2012 4Within Vantage Administration, report authors access Vantage Map Studio to do thefollowing:● Select basemaps● Add map service layers for users to employ in analyzing data● Define how map service layers are symbolized based on IBM Cognos data, Esrimap data, or both● Define how map service layers interact with other report objects in the IBMCognos report■ A runtime component allows BI users to explore their BI data on maps using simplegestures and spatial filters to analyze performance.
  • 8. Esri Maps for IBM CognosJ10153Esri White Paper 5In addition to the major UI components mentioned above, Esri Maps for IBM Cognosincludes flexible options for accessing Esri map services. These options are describedlater in this document.The sections that follow outline the many features delivered by the components of EsriMaps for IBM Cognos.Standard Workflowfor Creating Map-Enabled Reports1. Build the report in IBM Cognos Report Studio. Add the charts, lists, and cross-tabsrequired to support the desired analysis.2. Add the Esri Viewer object in Report Studio and save the report.3. Use Vantage Administration and Map Studio to do the following:a. Add map services and layers to the visualizationb. Thematically shade regions and/or render points based on BI datac. Enable map-to-report broadcasting actions to drive analytics based oninteractions with the map4. Test the report.5. Deploy the report using the normal IBM Cognos deployment tools.Esri Viewer: ExtendIBM Cognos ReportStudioIBM Cognos report authors are accustomed to dragging and dropping report objects, suchas lists, cross-tabs, and charts, from a rich palette of tools onto a report canvas. Esri Mapsfor IBM Cognos extends this list of tools with the Esri Viewer, which report authors cansimply drag into a report as they would any other report object. There is no new skill orcustom coding required to perform this task. The resultant IBM Cognos report, completewith Esri map information, is stored as it normally would be in the IBM Cognos contentstore, with no duplication or creation of "silo" data across GIS and BI.Esri Viewer objects embedded within Report Studio means that, like any other objectwithin a report, the viewer object can be manipulated by the tools within Report Studio.For example, while the default size set for an embedded Esri map is 500 pixels by750 pixels, the report author can easily adjust the size of the map to whatever is requiredKey Benefits/Features• Zero-coding, drag-and-drop extensionto Report Studio• No GIS skills required• Standard IBM Cognos report developerworkflow fully supported• Directly integrated with IBM Cognosreport specifications and the IBMCognos content store
  • 9. Esri Maps for IBM CognosJ10153September 2012 6to fit within the dashboard. Similarly, the report author can add borders and formattingproperties to control the intended look and feel of the map in the report.Intuitive VantageAdministration andMap Studio ToolsVantageAdministrationOnce a report has been map enabled as described in the preceding section, report authorswith appropriate privileges can access Vantage Administration and Vantage Map Studio.Access to the various tools available in an IBM Cognos installation is via the Launchmenu in IBM Cognos Connection, which is the standard portal environment for deployedIBM Cognos BI applications.Key Benefits/Features• No GIS skills required• Standard IBM Cognos report developerworkflow fully supported• Directly integrated with IBM Cognosreport specifications and the IBM Cognoscontent store• Standard IBM Cognos report deploymentfully supported• Leverage full SOA capabilities of IBMCognos (security, scalability, failover)• Rich GIS toolset to apply to IBM Cognosdata and reports for location analytics
  • 10. Esri Maps for IBM CognosJ10153Esri White Paper 7Vantage Administration provides a mirror image of the entire IBM Cognos content store.Any report that contains an Esri Viewer object can be configured using the Edit link inVantage Administration:Map Studio: AddDynamic MapServices to ReportsMap Studio is the component where report authors will spend the bulk of their timeconfiguring map visualizations for IBM Cognos report consumers. It consists of a drag-and-drop map visualization tool that allows IBM Cognos report authors to build spatiallyenabled mashups of map service layers to view and analyze existing BI data.Basemaps Esri Maps for IBM Cognos provides access to several basemaps available at ArcGISSMOnline:
  • 11. Esri Maps for IBM CognosJ10153September 2012 8As a result, reports can be delivered with maps that provide the look and feel appropriateto the maps intended purpose.Leverage In-PlaceEsri Map Servicesand IBM Cognos BIData QueriesEsri Maps for IBM Cognos can access any map services published by ArcGIS for Serverthrough its Representational State Transfer (REST) end points. If an organizationcurrently has these assets in place, they can be quickly and easily added to the list ofconsumable map services in Esri Maps for IBM Cognos.Thematic MapDisplayMany IBM Cognos reports leverage the IBM Cognos query engine to deliver summarizeddata values based on regional aggregations, such as country, state, county, or postal zone.For these reports, Esri Maps for IBM Cognos fully leverages these queries to display therendered data via thematic shading on a map.The ability to join in-place BI data to map service feature layers is done via a wizard-driven interface.Point-BasedSymbolizationTo visualize and analyze specific locations, such as retail stores, operational facilities,assets, or any other physical thing that has a latitude and longitude, Esri Maps for IBMCognos provides an intuitive wizard-driven interface to join and symbolize IBM Cognosdata to specific map locations. Esri Maps for IBM Cognos comes with built-in symbols.Users have full control over size and colors and can also upload custom symbols.
  • 12. Esri Maps for IBM CognosJ10153Esri White Paper 9This capability includes point-based symbolization based on the following:■ Measure values, split into classes in equal intervals or quantiles, for example, displayof revenue, profit, and margin as symbols on a map, split into six quantiles■ Attributes, for example, showing unique symbols for retail outlets of various types(small, medium, large)Heat Maps Esri Maps for IBM Cognos supports the generation of heat maps based on latitude-longitude coordinates stored as data attributes in the IBM Cognos data model. Forexample, suppose a BI application analyzes key measures, such as sales or costs for retailsales outlets, and the data includes attributes for longitude and latitude, as shown below:
  • 13. Esri Maps for IBM CognosJ10153September 2012 10In such a case, Map Studio allows the report designer to add a Cognos heat map, basedon the locations in the underlying data, as a map layer in the IBM Cognos report:Thematic Shading ofGIS and/or BI DataOne of the main purposes of a BI system such as IBM Cognos is to develop reporting andanalytics for large volumes of data. Commonly, data is modeled in dimensions, such astime, product, department, location, and so on, so that business analysts can explore andanalyze it based on any of these key business dimensions. The corollary to this is thatIBM Cognos is very good at executing queries that show data aggregated at summarylevels, including regions. So while the base data may come from transactions that happenat specific points or locations, the underlying data model queries are built so that its easyto issue queries showing data in aggregate, for example, total sales revenue for a ZIPcode region, county, or state or any other region defined in the data model.Map Studio provides a wizard-driven interface that allows thematic shading ofaggregated IBM Cognos data to published Esri ArcGIS for Server map service layers.This wizard includes the ability to define the following:■ How the IBM Cognos data is joined to the map service layer■ What measures are included in the visualization, from the IBM Cognos data as wellas from data within the map service itself■ Symbolization for the measures, in terms of how it is rendered by color andaggregation groups within the visualization
  • 14. Esri Maps for IBM CognosJ10153Esri White Paper 11Its important to note that this symbolization can be based on either of the following:■ Measure values, where aggregated data is split into classes that are thematicallyshaded based on colors selected by the report designer■ Data attributes, such as a region classification or other descriptor (For example, ifregions have a role attribute that defines them as Primary, Secondary, or Other, themap for these regions can be rendered accordingly, based on the role values.)Thematic shading is accomplished using a set of customizable palettes, and the joining ofIBM Cognos data to Esri Maps leverages in-place Esri map services.Legend Filtering Also important to note is that the legend displayed for any thematically shaded layer isalso a filter. Users can hide or show any group displayed on the map simply by clickingit, for example, to show where values are at extreme high or low ends of the rangesdefined:
  • 15. Esri Maps for IBM CognosJ10153September 2012 12This capability allows business users to see patterns on the map, quickly zero in on whatsimportant, and use the broadcasting actions (described in the next section) to analyzeother related data in the report.Map to Report ObjectBroadcastingA primary goal of uniting Esri maps with any BI system is to enable true spatialanalytics, where business data is displayed as a map and where business users andanalysts can interact with the map to interrogate their BI data.Esri Maps for IBM Cognos includes the ability to define broadcasts from displayedregions, points, and heat maps to other report objects displayed. This is achieved using awizard that links data values in map service layers to equivalent data values in the IBMCognos BI queries that underpin the lists, charts, and cross-tabs in the report:This type of broadcasting can be defined based on click, double-click, or toolSelectevents in the map. The types of analyses possible depend on types of broadcastingdefined:Broadcast Type Resultclick, double-click When a user clicks or double-clicks on a point or region in the map, all related objects(charts, lists, data cross-tabs, and so on) for which a click broadcast is defined will updatebased on the underlying data values for the selected point or shape.toolSelect This type of broadcast, when defined for a report, activates a bank of tools the user canuse to select regions on the map for broadcasting.Using these tools, the user can draw shapes on the map to activate the broadcasts definedto other report objects. Shapes include the following:■ Rectangular sweep selection■ Radial selection
  • 16. Esri Maps for IBM CognosJ10153Esri White Paper 13Broadcast Type Result■ Buffered lines and multisegment lines (polylines)■ Buffered polygons and freehand polygonsAs a result, business analysts can ask and answer questions of their data that is difficult orimpossible without a map. For example, a user could easily issue a query asking, "Showme total revenue for all retail outlets within 20 miles of either the East or West Coast ofthe United States (or any other country with coastal areas)."Drill to Details Often, IBM Cognos data models are built to support exploration of business data inaggregate, with the ability to drill down into the underlying details. For example, while abusiness manager or analyst may wish to explore sales results at the state level for anational sales organization, the manager will likely wish to explore the data in moredetail for individual states when an anomaly or unexpected result is detected.Esri Maps for IBM Cognos supports drilling through to underlying details, wherebybusiness users and analysts can use the broadcast actions (defined earlier) to drill throughto a more detailed view of the selected region.Drill-through events can be chained together, so that business users can drill to whateverdepth of detail is required to analyze a business measure or result. For example, theanalysis may begin at the national level, with sales revenue displayed for states. A clickon any state opens the report for that state, with sales revenue details displayed andthematically shaded at the ZIP code level. If a particular ZIP code warrants deeperanalysis, a drill can be initiated through to a report with a map and related data showingresults for individual locations (for example, retail outlets).Map Layer Queriesand FiltersTo this point, this paper has described analytics based almost solely on the data availablein the IBM Cognos data as it is displayed in map visualizations. But Esri map services arerich in data as well, and there are many cases in which a business user may wish tointerrogate IBM Cognos BI data based on the data that exists within a map service.For example, if a map service includes a layer with demographic data, such as averageincome, population for a specific target group, or any other value that may influence theanalysis being conducted, the user can find the areas on the map matching specificdemographic profiles and then update the report accordingly. Similarly, if a map includesshapes relating to severe weather or physical events (such as earthquakes or floods),business users can interrogate the data in those layers to drive key business analytics.These examples are achieved using the Map Layer Query and Map Layer Filter featuresin Esri Maps for IBM Cognos. These tools allow business users to query the data in themap and use the results returned to trigger the broadcasting defined earlier in thisdocument.
  • 17. Esri Maps for IBM CognosJ10153September 2012 14Map Printing via PDF If a business user arrives at a point where he or she wishes to print the analysis orpossibly share it with a peer or manager, Esri Maps for IBM Cognos utilizes the built-infeatures of IBM Cognos business intelligence to enable report execution in PDF format.The report-enabled map is rendered exactly as its displayed:Geocoding andRoutingUse Esri ArcGIS geocoding services to geocode single or multiple type-in addresses onthe map. Similarly, use Esri ArcGIS routing services to determine optimal routes betweenspecified locations.Map Export Any map that is displayed in an IBM Cognos BI report can be exported with an imagethat can be embedded into documents, for example, PowerPoint presentations or Worddocuments.
  • 18. Esri Maps for IBM CognosJ10153Esri White Paper 15Map OverviewWindowEmbedded maps can include a map overview window to facilitate zooming and panningof the map to areas of interest.EnterpriseArchitectureIBM Cognos BI environments range from simple, single server deployments for a fewdepartmental users to very complex installations servicing thousands of business users.Large installations incorporate multiple servers, with tiered components that enablescalability, reliability, and failover.The IBM Cognos BI architecture consists of several elements:■ A gateway tier. The IBM Cognos BI gateway is a lightweight component that sitson the web server tier and forwards incoming requests to IBM Cognos BIdispatchers.■ An application tier. In this tier, IBM Cognos dispatchers send incoming requests (torun reports, display dashboards, and so on) to IBM Cognos BI services. Theseservices are provided by one or more IBM Cognos BI servers.■ A data tier. All the IBM Cognos BI content (metadata, reports, schedules, and soon) is stored here, as well as the databases for the BI data warehouse(s).Esri Maps for IBM Cognos adopts a nearly identical tiered architecture that integratesdirectly with an IBM Cognos BI deployment. As for IBM Cognos, the architectureconsists of the following:■ One or more Esri Maps for IBM Cognos Vantage gateways, which reside on the webserver tier■ One or more Esri Maps for IBM Cognos Vantage dispatchers, which reside in theIBM Cognos BI application tier, together with the IBM Cognos BI dispatchers■ One or more Esri Maps for IBM Cognos Vantage serversThe result of this multitier architecture is that, like both ArcGIS for Server and IBMCognos BI, Esri Maps for IBM Cognos can scale up and out to meet enterprise demand.
  • 19. Esri Maps for IBM CognosJ10153September 2012 16Map Service Options As shown in the diagram above, Esri Maps for IBM Cognos provides total flexibilitywhen it comes to map services. For all the options listed in this section, users can accessand employ basemaps via ArcGIS Online.Utilize In-Place EsriMap ServicesIf an organization is already using ArcGIS for Server and has published dynamic,queryable map services that can be consumed using the REST interface, these servicescan be consumed in Esri Maps for IBM Cognos.If an organization is currently using IBM Cognos BI but does not have access to ArcGISfor Server, there are two options: cloud-based map services and on-premises mapservices.Cloud-Based MapServicesThis option is most attractive to organizations that meet the following criteria:■ Need Esri Maps for IBM Cognos to drive location analytics■ Will analyze BI data based on known regions (for example, state, province, ZIP orpostal code, county)■ Wish to leverage totally secure, scalable, web-based cloud map services to performanalyses
  • 20. Esri Maps for IBM CognosJ10153Esri White Paper 17The map services provided via this option grant access to a suite of known boundaries.Delivery of these map services is totally secured, and no client BI data is ever utilized byor transmitted to the cloud servers.On-Premises MapServicesIn cases where organizations require all their software solutions to be on premises, behindthe corporate firewall, there is the option to install and configure as many instances ofArcGIS for Server Enterprise Standard as are required to meet the need of anticipated useby their IBM Cognos BI applications. This solution is subject to the condition thatutilization of on-premises ArcGIS servers is restricted solely to use with IBM Cognos BIapplications.System Informationand RequirementsEsri Maps for IBM Cognos supports IBM Cognos BI version 8.4 and greater. It is alsosupported on the following platforms:■ Windows® Server 2003, 2008 (32 or 64 bit)■ SUSE Linux (32 or 64 bit)■ Red Hat® Linux (32 or 64 bit)■ IBM AIX®, IBM z-Linux
  • 21. Printed in USAContact Esri380 New York StreetRedlands, California 92373-8100  usa1 800 447 9778t  909 793 2853f  909 793 5953info@esri.comesri.comOffices worldwideesri.com/locationsEsri inspires and enables people to positively impact theirfuture through a deeper, geographic understanding of thechanging world around them.Governments, industry leaders, academics, and nongovernmentalorganizations trust us to connect them with the analytic knowledgethey need to make the critical decisions that shape the planet. Formore than 40 years, Esri has cultivated collaborative relationshipswith partners who share our commitment to solving earth’s mostpressing challenges with geographic expertise and rational resolve.Today, we believe that geography is at the heart of a more resilientand sustainable future. Creating responsible products and solutionsdrives our passion for improving quality of life everywhere.

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