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IBM Cognos Framework Manager Unleashed
                                                      An Innovative Approach to Modeling Complex BI Projects

                                                                                      Session Number 1724



                                                                          Larry D. Bob, BI Architect
                                                                             The Boeing Company




BOEING is a trademark of Boeing Management Company.
Copyright © 2011 Boeing. All rights reserved.
The Boeing Company
    • The world's largest aerospace company
             – Over $64B in Revenue in 2010
    • Boeing employs more than 165,000 people
             – All 50 States and 70 Countries
    • Relentlessly reducing our environmental footprint
             – 25 percent cut in greenhouse gas emissions by 2012
             – 25 percent increase in energy efficiency and recycling by 2012




1   BOEING is a trademark of Boeing Management Company.
    Copyright © 2011 Boeing. All rights reserved.
Father, Traveler, Cook, Boating Enthusiast, BI Architect




2   BOEING is a trademark of Boeing Management Company.
    Copyright © 2011 Boeing. All rights reserved.
Boeing Enterprise Finance Business Intelligence
                                       The EFBI team is chartered with providing:



                                                                     Right
                                                                  Information



                                           Right                                         Right
                                         Capabilities                                   People
                                                             Business
                                                             Process
                                                          Right                 Right
                                                          Form                  Time

3   BOEING is a trademark of Boeing Management Company.
    Copyright © 2011 Boeing. All rights reserved.
Framework Manager: Providing a Business Centric View




4   BOEING is a trademark of Boeing Management Company.
    Copyright © 2011 Boeing. All rights reserved.
In the Beginning…
    • There was a single Framework Manager model
    • There was only one developer
    • We had a single version of the truth – life was good 




5   BOEING is a trademark of Boeing Management Company.
    Copyright © 2011 Boeing. All rights reserved.
With Time Came Complexity…
    • Multiple Framework Manager models
    • Multiple developers, each modeling slightly differently
    • We no longer had a single version of the truth 




6   BOEING is a trademark of Boeing Management Company.
    Copyright © 2011 Boeing. All rights reserved.
Seeking a “Single Version of the Truth”
    The goal is clear – the path is not…




7   BOEING is a trademark of Boeing Management Company.
    Copyright © 2011 Boeing. All rights reserved.
Framework Manager Design Principles – Goals
    • Everything is modeled once and only once
    • Multiple developers can easily develop simultaneously
    • Model complexity is minimized
    • Design is optimized for maintainability
    • All applicable content can be made available via a single package




8   BOEING is a trademark of Boeing Management Company.
    Copyright © 2011 Boeing. All rights reserved.
End State Design: 3-Tiered Framework Manager Model
                       One Master
                                                           Many Subject     One Package
                       Dimension
                                                          Specific Models      Model
                         Model




9   BOEING is a trademark of Boeing Management Company.
    Copyright © 2011 Boeing. All rights reserved.
Framework Manager Master Dimension Model – One

                 Dimension FM Model
                     Dim 1       Dim 2       Dim 3
                                                           • Contains all dimensions
                           Dim 4       Dim n                  •   Data layer
                  Dim 1          Dim 2         Dim n          •   Business layer
                                                              •
                 •Col 1         •Col 1        •Col 1
                 •Col n         •Col n        •Col n              DMR layer (where applicable)
                                                              •   Logically grouped in folders
                   No Presentation Layer                   • No facts or joins
                           No Packages
                                                           • No Presentation layer
                                                           • No Packages
                                                           • The only place where dimensions are
                    Dimensions Logically
                    Grouped into Folders

                                                            modeled




10   BOEING is a trademark of Boeing Management Company.
     Copyright © 2011 Boeing. All rights reserved.
Framework Manager Master Dimension Model Example
 • No facts or joins / no presentation layer / no packages
 • Note the namespace names – consistency is critical




11   BOEING is a trademark of Boeing Management Company.
     Copyright © 2011 Boeing. All rights reserved.
Framework Manager Subject Specific Models – Many

                  Subject 1 FM Model                             • Contains facts for a single subject
                       Fact 1      Fact 2        Fact 3

                               Fact 4      Fact n
                                                                     • Data layer
                  Fact 1          Fact 2           Fact n            • Business layer
                                                                     • Presentation layer
                 •Col 1           •Col 1          •Col 1
                 •Col n           •Col n          •Col n


                  Linked Dimension Info
                 (Namespaces as Needed)
                                                                 • Master Dimension Model is linked in
                         Dim
                          1
                                                   Dim
                                                    1            • Shortcuts from Dimension namespaces are
                 Dim
                  2
                        Fact
                         1
                                 Dim
                                  3
                                           Dim
                                            2
                                                   Fact
                                                    1
                                                           Dim
                                                            3      created in related fact namespaces
                                                                 • Joins are created in the data layer between
                         Dim                       Dim
                          n                         n




                 Presentation Layer

                  Business Grouping
                                                                   the fact objects and the dimension shortcuts
                   Subj 1

                   Subj 2
                               Business Sub Group
                                 Subj 2a         Subj 2b
                                                                 • No Packages
                            No Packages




12   BOEING is a trademark of Boeing Management Company.
     Copyright © 2011 Boeing. All rights reserved.
Framework Manager Subject Specific Model Example




Shortcuts
   from
Dimension
  Model




  Master
Dimension
   Model
 linked in




  Joins
created in
 DB layer



13   BOEING is a trademark of Boeing Management Company.
     Copyright © 2011 Boeing. All rights reserved.
Framework Manager Package Model – One

                 Enterprise FM Model                       • No modeling done here
                          No Data Layer
                      No Business Layer                    • Master Dimension Model is linked in
                   Linked Dimension Info
                      (All Namespaces)
                                                           • All Subject Models are linked in
                  Linked Subject Model n
                     (All Namespaces)                      • Object Security is added
                  Linked Subject Model 2
                     (All Namespaces)                      • Package(s) are created and published
                  Linked Subject Model 1
                     (All Namespaces)                         • Enterprise reporting package
                 Package 1                                    • Cube Building packages
                  Subject 1

                   Subject 2                                  • Special purpose packages (e.g. TM1)
                       Subj 2a           Subj 2b



                 Package 2

                  Subject 3

                   Subject 5
                       Subj 5a           Subj 5b




14   BOEING is a trademark of Boeing Management Company.
     Copyright © 2011 Boeing. All rights reserved.
Framework Manager Enterprise Package Model Example


  Master
Dimension
   Model
 linked in




   Sales
  Subject
   Model
 linked in




 Forecast
  Subject
   Model
 linked in



Packages
 Created

15   BOEING is a trademark of Boeing Management Company.
     Copyright © 2011 Boeing. All rights reserved.
End State: 3-Tiered Framework Manager Model
                                                                                        Subject n FM Model
                                                                                             Fact 1               Fact 2       Fact 3
                                                                          Subject 2 FM Model                                                       Enterprise FM Model
                                                                                                 Fact 4 Fact n
                                                                               Fact 1        Fact 2 Fact 3                                              No Data Layer
            Dimension FM Model                              Subject 1 FM ModelFact 2
                                                                       Fact 1                                                       Fact n            No Business Layer
                                                                                   Fact 4 Fact n
                Dim 1       Dim 2       Dim 3                    Fact 1        Fact •Col Fact 3 •Col 1
                                                                                    2 1                                             •Col 1
                                                                                                                                                   Linked Dimension Info
                                                                                        •Col n            •Col n                    •Col n
                                                                          Fact 1   Fact 2                           Fact n                            (All Namespaces)
                      Dim 4       Dim n                                  Fact 4 Fact n
                                                                         •Col 1        •Col 1    •Col 1
                                                                                      Linked Dimension Info                                        Linked Subject Model n
                                                                         •Col n        •Col n    •Col n                                               (All Namespaces)
             Dim 1          Dim 2          Dim n            Fact 1                  (Namespaces as Needed)
                                                                               Fact 2     Fact n
            •Col 1         •Col 1         •Col 1           •Col 1          •Col 1     •Col 1                                                       Linked Subject Model 2
                                                                          Linked Dimension Info Dim
                                                                                      Dim
            •Col n         •Col n         •Col n           •Col n          •Col n
                                                                                       1
                                                                                      •Col n
                                                                                                      1
                                                                                                                                                      (All Namespaces)
                                                                         (Namespaces asDim
                                                                                  Dim Fact
                                                                                             Needed) Fact
                                                                                                 Dim                                         Dim
                                                                                        2         1           3           2          1        3    Linked Subject Model 1
                                                            Linked Dimension Info Dim
                                                                     Dim
                                                                      1    Dim     1                                                Dim               (All Namespaces)
                                                           (Namespaces as Needed)
                                                                            n                                                        n

                                                                         Dim     Fact       Dim         Dim        Fact       Dim
                                                                          2       1          3           2          1          3                   Package 1
                                                                   Dim                  Presentation Layer
                                                                                             Dim
              No Presentation Layer                                 1            Dim
                                                                                  n
                                                                                                   1                Dim
                                                                                                                     n                             Subject 1
                                                           Dim    Fact     Dim           Business Grouping
                                                                                        Dim  Fact Dim
                      No Packages                           2      1        3            2    1    3
                                                                                                                                                    Subject 2
                                                                          Presentation Layer
                                                                                    Subj 1 Business Sub Group
                                                                   Dim                            Dim                                                 Subj 2a   Subj 2b
                                                                    n                              n
                                                                                                          Subj 2a              Subj 2b
                                                                          Business Subj 2
                                                                                   Grouping

                                                           Presentation Layer
                                                                     Subj 1 Business Sub Group                                                     Package 2
               Dimensions Logically                                          Subj 2a
                                                                                                       No Packages
                                                                                                          Subj 2b
                                                            Business Subj 2
                                                                     Grouping
               Grouped into Folders                                                                                                                Subject 3
                                                             Subj 1      Business Sub Group
                                                                                                                                                    Subject 5
                                                                           Subj 2a
                                                                                     No Packages
                                                                                        Subj 2b
                                                             Subj 2                                                                                   Subj 5a   Subj 5b


                                                                      No Packages


16   BOEING is a trademark of Boeing Management Company.
     Copyright © 2011 Boeing. All rights reserved.
The (Simplified) User Experience
                                                           • Easy access to all query items
                                                           • No need to exit Query Studio and
                                                             navigate Cognos Connection to open a
                                                             new package
                                                           • Object level security ensures users only
                                                             see what they’re supposed to see
                                                           • Conformed dimension provide a link
                                                             between fact tables




17   BOEING is a trademark of Boeing Management Company.
     Copyright © 2011 Boeing. All rights reserved.
Framework Manager Design Principles – Goals Achieved
 • Everything is modeled once and only once
 • Multiple developers can easily develop simultaneously
 • Model complexity is minimized
 • Design is optimized for maintainability
 • All applicable content can be made available via a single package




18   BOEING is a trademark of Boeing Management Company.
     Copyright © 2011 Boeing. All rights reserved.
Key Steps for Success




19   BOEING is a trademark of Boeing Management Company.
     Copyright © 2011 Boeing. All rights reserved.
Publishing from the Package Model
                                                           • Object level security must be added in
                                                             the Package Model (if required)
                                                           • The Dimensions namespace does not
                                                             need to be included in the package
                                                           • The Database View namespaces must
                                                             be included as hidden objects




20   BOEING is a trademark of Boeing Management Company.
     Copyright © 2011 Boeing. All rights reserved.
Use Consistent Namespace Names
 All models must have the same highest level namespace name




21   BOEING is a trademark of Boeing Management Company.
     Copyright © 2011 Boeing. All rights reserved.
Linking to the Dimension Model
 The subject models and the master model must link to the dimension
   model from the same namespace within the dimension model




22   BOEING is a trademark of Boeing Management Company.
     Copyright © 2011 Boeing. All rights reserved.
Use Shortcuts to Linked Objects in the Subject Models
 Shortcuts to the dimension objects must be used in the subject models
  to join to the fact query items (vs. the actual dimension objects)




23   BOEING is a trademark of Boeing Management Company.
     Copyright © 2011 Boeing. All rights reserved.
Creating Joins to Linked Objects
 Joins must be done in the database layer




24   BOEING is a trademark of Boeing Management Company.
     Copyright © 2011 Boeing. All rights reserved.
Press “No” When Linking
 Ignore the recommendation to use UNC’s to add in the linked segments
 – use the drive letter reference to the linked content instead




25   BOEING is a trademark of Boeing Management Company.
     Copyright © 2011 Boeing. All rights reserved.
The Error Message You Can Ignore…
 • Appears when you open the Package Model
 • Displayed because the Dimensions namespace is linked into both the
        Subject Models and the Package Model
 • Just click “OK”




26   BOEING is a trademark of Boeing Management Company.
     Copyright © 2011 Boeing. All rights reserved.
Other Considerations
 Linking can be complex and has some areas of concern, including:
              – There is no way to edit the links via the Framework Manager
                     GUI. The links must be edited directly in the .CPF file
                     (Framework Manager header file)
              – Links are bi-directional: deleting an object from the target model
                     deletes it from the source model, which means caution must be
                     exercised when working in the target
                         • If a link needs to removed, you must edit the CPF file of the model
                               the link needs to be removed from. Use an XML editor (not Notepad)
                               to do the editing after making a backup.




27   BOEING is a trademark of Boeing Management Company.
     Copyright © 2011 Boeing. All rights reserved.
Questions?
 Contact me at: Larry.D.Bob@Boeing.com




28   BOEING is a trademark of Boeing Management Company.
     Copyright © 2011 Boeing. All rights reserved.
Thank You!
       Your Feedback is Important to Us
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     BOEING is a trademark of Boeing Management Company.
29   Copyright © 2011 Boeing. All rights reserved.

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IBM Cognos Framework Unleashed

  • 1. IBM Cognos Framework Manager Unleashed An Innovative Approach to Modeling Complex BI Projects Session Number 1724 Larry D. Bob, BI Architect The Boeing Company BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 2. The Boeing Company • The world's largest aerospace company – Over $64B in Revenue in 2010 • Boeing employs more than 165,000 people – All 50 States and 70 Countries • Relentlessly reducing our environmental footprint – 25 percent cut in greenhouse gas emissions by 2012 – 25 percent increase in energy efficiency and recycling by 2012 1 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 3. Father, Traveler, Cook, Boating Enthusiast, BI Architect 2 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 4. Boeing Enterprise Finance Business Intelligence The EFBI team is chartered with providing: Right Information Right Right Capabilities People Business Process Right Right Form Time 3 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 5. Framework Manager: Providing a Business Centric View 4 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 6. In the Beginning… • There was a single Framework Manager model • There was only one developer • We had a single version of the truth – life was good  5 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 7. With Time Came Complexity… • Multiple Framework Manager models • Multiple developers, each modeling slightly differently • We no longer had a single version of the truth  6 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 8. Seeking a “Single Version of the Truth” The goal is clear – the path is not… 7 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 9. Framework Manager Design Principles – Goals • Everything is modeled once and only once • Multiple developers can easily develop simultaneously • Model complexity is minimized • Design is optimized for maintainability • All applicable content can be made available via a single package 8 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 10. End State Design: 3-Tiered Framework Manager Model One Master Many Subject One Package Dimension Specific Models Model Model 9 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 11. Framework Manager Master Dimension Model – One Dimension FM Model Dim 1 Dim 2 Dim 3 • Contains all dimensions Dim 4 Dim n • Data layer Dim 1 Dim 2 Dim n • Business layer • •Col 1 •Col 1 •Col 1 •Col n •Col n •Col n DMR layer (where applicable) • Logically grouped in folders No Presentation Layer • No facts or joins No Packages • No Presentation layer • No Packages • The only place where dimensions are Dimensions Logically Grouped into Folders modeled 10 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 12. Framework Manager Master Dimension Model Example • No facts or joins / no presentation layer / no packages • Note the namespace names – consistency is critical 11 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 13. Framework Manager Subject Specific Models – Many Subject 1 FM Model • Contains facts for a single subject Fact 1 Fact 2 Fact 3 Fact 4 Fact n • Data layer Fact 1 Fact 2 Fact n • Business layer • Presentation layer •Col 1 •Col 1 •Col 1 •Col n •Col n •Col n Linked Dimension Info (Namespaces as Needed) • Master Dimension Model is linked in Dim 1 Dim 1 • Shortcuts from Dimension namespaces are Dim 2 Fact 1 Dim 3 Dim 2 Fact 1 Dim 3 created in related fact namespaces • Joins are created in the data layer between Dim Dim n n Presentation Layer Business Grouping the fact objects and the dimension shortcuts Subj 1 Subj 2 Business Sub Group Subj 2a Subj 2b • No Packages No Packages 12 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 14. Framework Manager Subject Specific Model Example Shortcuts from Dimension Model Master Dimension Model linked in Joins created in DB layer 13 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 15. Framework Manager Package Model – One Enterprise FM Model • No modeling done here No Data Layer No Business Layer • Master Dimension Model is linked in Linked Dimension Info (All Namespaces) • All Subject Models are linked in Linked Subject Model n (All Namespaces) • Object Security is added Linked Subject Model 2 (All Namespaces) • Package(s) are created and published Linked Subject Model 1 (All Namespaces) • Enterprise reporting package Package 1 • Cube Building packages Subject 1 Subject 2 • Special purpose packages (e.g. TM1) Subj 2a Subj 2b Package 2 Subject 3 Subject 5 Subj 5a Subj 5b 14 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 16. Framework Manager Enterprise Package Model Example Master Dimension Model linked in Sales Subject Model linked in Forecast Subject Model linked in Packages Created 15 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 17. End State: 3-Tiered Framework Manager Model Subject n FM Model Fact 1 Fact 2 Fact 3 Subject 2 FM Model Enterprise FM Model Fact 4 Fact n Fact 1 Fact 2 Fact 3 No Data Layer Dimension FM Model Subject 1 FM ModelFact 2 Fact 1 Fact n No Business Layer Fact 4 Fact n Dim 1 Dim 2 Dim 3 Fact 1 Fact •Col Fact 3 •Col 1 2 1 •Col 1 Linked Dimension Info •Col n •Col n •Col n Fact 1 Fact 2 Fact n (All Namespaces) Dim 4 Dim n Fact 4 Fact n •Col 1 •Col 1 •Col 1 Linked Dimension Info Linked Subject Model n •Col n •Col n •Col n (All Namespaces) Dim 1 Dim 2 Dim n Fact 1 (Namespaces as Needed) Fact 2 Fact n •Col 1 •Col 1 •Col 1 •Col 1 •Col 1 •Col 1 Linked Subject Model 2 Linked Dimension Info Dim Dim •Col n •Col n •Col n •Col n •Col n 1 •Col n 1 (All Namespaces) (Namespaces asDim Dim Fact Needed) Fact Dim Dim 2 1 3 2 1 3 Linked Subject Model 1 Linked Dimension Info Dim Dim 1 Dim 1 Dim (All Namespaces) (Namespaces as Needed) n n Dim Fact Dim Dim Fact Dim 2 1 3 2 1 3 Package 1 Dim Presentation Layer Dim No Presentation Layer 1 Dim n 1 Dim n Subject 1 Dim Fact Dim Business Grouping Dim Fact Dim No Packages 2 1 3 2 1 3 Subject 2 Presentation Layer Subj 1 Business Sub Group Dim Dim Subj 2a Subj 2b n n Subj 2a Subj 2b Business Subj 2 Grouping Presentation Layer Subj 1 Business Sub Group Package 2 Dimensions Logically Subj 2a No Packages Subj 2b Business Subj 2 Grouping Grouped into Folders Subject 3 Subj 1 Business Sub Group Subject 5 Subj 2a No Packages Subj 2b Subj 2 Subj 5a Subj 5b No Packages 16 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 18. The (Simplified) User Experience • Easy access to all query items • No need to exit Query Studio and navigate Cognos Connection to open a new package • Object level security ensures users only see what they’re supposed to see • Conformed dimension provide a link between fact tables 17 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 19. Framework Manager Design Principles – Goals Achieved • Everything is modeled once and only once • Multiple developers can easily develop simultaneously • Model complexity is minimized • Design is optimized for maintainability • All applicable content can be made available via a single package 18 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 20. Key Steps for Success 19 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 21. Publishing from the Package Model • Object level security must be added in the Package Model (if required) • The Dimensions namespace does not need to be included in the package • The Database View namespaces must be included as hidden objects 20 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 22. Use Consistent Namespace Names All models must have the same highest level namespace name 21 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 23. Linking to the Dimension Model The subject models and the master model must link to the dimension model from the same namespace within the dimension model 22 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 24. Use Shortcuts to Linked Objects in the Subject Models Shortcuts to the dimension objects must be used in the subject models to join to the fact query items (vs. the actual dimension objects) 23 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 25. Creating Joins to Linked Objects Joins must be done in the database layer 24 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 26. Press “No” When Linking Ignore the recommendation to use UNC’s to add in the linked segments – use the drive letter reference to the linked content instead 25 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 27. The Error Message You Can Ignore… • Appears when you open the Package Model • Displayed because the Dimensions namespace is linked into both the Subject Models and the Package Model • Just click “OK” 26 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 28. Other Considerations Linking can be complex and has some areas of concern, including: – There is no way to edit the links via the Framework Manager GUI. The links must be edited directly in the .CPF file (Framework Manager header file) – Links are bi-directional: deleting an object from the target model deletes it from the source model, which means caution must be exercised when working in the target • If a link needs to removed, you must edit the CPF file of the model the link needs to be removed from. Use an XML editor (not Notepad) to do the editing after making a backup. 27 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 29. Questions? Contact me at: Larry.D.Bob@Boeing.com 28 BOEING is a trademark of Boeing Management Company. Copyright © 2011 Boeing. All rights reserved.
  • 30. Thank You! Your Feedback is Important to Us • Access your personal session survey list and complete via SmartSite – Your smart phone or web browser at: iodsmartsite.com – Any SmartSite kiosk onsite – Each completed session survey increases your chance to win an Apple iPod Touch with daily drawing sponsored by Alliance Tech BOEING is a trademark of Boeing Management Company. 29 Copyright © 2011 Boeing. All rights reserved.