Migrating a Cognos Instance between            Authentication Sources                 with Motio                      www....
This slide deck is part of a recorded webinar.       To view the FREE recording of this entire    presentation and downloa...
Agenda    •   Welcome and Introduction    •   Common Migration Scenarios & Challenges    •   Demonstration    •   Next Ste...
Presenters Today     Jim Frazier             Steve Reed-Pittman   Lance Hankins     Senturus                Senturus      ...
Who is Senturus ?    •   Consulting firm specializing in Corporate Performance        Management         – Business Intell...
A few of our 650+ Clients6
Motio Products                       Cognos Administration & Control    Improve/Optimize                       Integrate/E...
History of Motio                               2010            2005     2008Founded1999                                  2...
This slide deck is part of a recorded webinar.       To view the FREE recording of this entire    presentation and downloa...
Common Migration Scenarios          & Challenges10
Common Migration Scenarios         1) Access Manager (SunONE LDAP) -> Active Directory         2) Access Manager (SunONE L...
The Namespace Migration Challenge      What do all of the namespace migration scenarios shown in the                      ...
Jones, Bob         CAMID(“S7:4001”)                                                    Smith, Alex        CAMID(“S7:4002”)...
Jones, Bob         CAMID(“S7:4001”)                                                                                     Sm...
Active                                             Jones, Bob        CAMID(“S7:4001”)                                     ...
Security Policies                          Jones, Bob        CAMID(“S7:4001”)                                             ...
Let’s recap....                                                   Active                                                  ...
This slide deck is part of a recorded webinar.         To view the FREE recording of this entire       presentation and do...
Demonstration of Motio Solution19
™+   Persona    /                    IQNamespace Migration        Product Briefing                Webinar           Februa...
Migration Solution Overview• Motio has two solutions for solving this  problem  – Option #1 : Persona IQ     • Overview of...
Option #1 : Persona IQ™• Key Highlights   – Migrate between Cognos Authentication Sources :      – WITHOUT changing the CA...
… but you want                 Cognos isLDAP or                    Cognos to point                currently Active        ...
… but you want                 Cognos isLDAP or                    Cognos to point                currently Active        ...
LDAP or Active                                                               Jones, Bob       CAMID(“S7:4001”)Directory   ...
LDAP or Active                                                               Jones, Bob        CAMID(“S7:4001”)Directory  ...
LDAP or Active                                                                 Jones, Bob        CAMID(“S7:4001”)Directory...
This slide deck is part of a recorded webinar.        To view the FREE recording of this entire     presentation and downl...
Product DemoDemo Scenario:• Migrate Cognos 10.1 Instance from Access  Manager to Active Directory.  – There are some activ...
Option #2: Motio Namespace             Migration Service• Technology assisted  service• Proven Methodology
SourceNamespace  TargetNamespace
Mapping Users               from Series7 Namespace            to Active Directory Namespace  Source                       ...
Namespace Migration Service - In               Summary•   Technology assisted service•   Proven methodology•   Automates a...
Want to explore further?     • More inquires?     • Need assistance?                       Jim Frazier                jfra...
This slide deck is part of a recorded webinar.        To view the FREE recording of this entire     presentation and downl...
Helping Companies Learn From the Past, Manage the                          Present and Shape the Future                   ...
38
Migrating a Cognos Instance between Authentication Sources with Motio
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Migrating a Cognos Instance between Authentication Sources with Motio

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During this webinar, Senturus discusses of an increasingly common scenario encountered by Cognos teams: dealing with a transition from one Cognos authentication source to another. Migrating a Cognos instance between authentication sources can be a scary experience, it's not as simple as moving from point A to point B. A namespace transition can have a profound effect on your Cognos environment's content and configuration.

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Migrating a Cognos Instance between Authentication Sources with Motio

  1. 1. Migrating a Cognos Instance between Authentication Sources with Motio www.senturus.com Helping Companies Learn From the Past, Manage the1 Present and Shape the Future
  2. 2. This slide deck is part of a recorded webinar. To view the FREE recording of this entire presentation and download the slide deck, go to info.senturus.com/2013-02-13-Stress-Free-Cognos-Migrations-with- Motio.html The Senturus library has 50 other recorded webinars on assorted Cognos and BI topics which may interest you. Go to the recorded resources2
  3. 3. Agenda • Welcome and Introduction • Common Migration Scenarios & Challenges • Demonstration • Next Steps • Q&A3
  4. 4. Presenters Today Jim Frazier Steve Reed-Pittman Lance Hankins Senturus Senturus Motio Vice President, Sales Consultant Chief Technology Officer4
  5. 5. Who is Senturus ? • Consulting firm specializing in Corporate Performance Management – Business Intelligence – Tools of the Office of Finance • Enterprise planning & budgeting • Consolidate, close, report and file (CCRF) – San Francisco Business Times Hall of Fame -- Four consecutive years in Fast 100 list of fastest-growing private companies in the Bay Area • Experience – 13-year focus on performance management – More than 1,200 projects for 650+ clients • People – Business depth combined with technical expertise. Former CFOs, CIOs, Controllers, Directors... – DBAs with MBAs5
  6. 6. A few of our 650+ Clients6
  7. 7. Motio Products Cognos Administration & Control Improve/Optimize Integrate/Extend IBM Cognos Cognos Security Migration Cognos Content7
  8. 8. History of Motio 2010 2005 2008Founded1999 2012 201 2012 200 2006 0 3 2009 2005 Air8
  9. 9. This slide deck is part of a recorded webinar. To view the FREE recording of this entire presentation and download the slide deck, go to info.senturus.com/2013-02-13-Stress-Free-Cognos-Migrations-with- Motio.html The Senturus library has 50 other recorded webinars on assorted Cognos and BI topics which may interest you. Go to the recorded resources9
  10. 10. Common Migration Scenarios & Challenges10
  11. 11. Common Migration Scenarios 1) Access Manager (SunONE LDAP) -> Active Directory 2) Access Manager (SunONE LDAP) -> newer LDAP (e.g., Oracle Directory Server, IBM Directory Server) 3) Migration of users between Active Directory domains11
  12. 12. The Namespace Migration Challenge What do all of the namespace migration scenarios shown in the previous slide have in common? They break your existing Cognos security configuration. To understand why, we need a quick primer on how Cognos manages its internal security IDs (called CAMIDs)…12
  13. 13. Jones, Bob CAMID(“S7:4001”) Smith, Alex CAMID(“S7:4002”) … Series 7 Dallas Branch CAMID(“S7:4851”) Access NYC Branch CAMID(“S7:4852”) Manager Users, Groups & Roles from the external security Cognos source are identified in Cognos by their CAMIDs. Content Data Data Store Source Source13 Copyright 2012, Motio, Inc. All Rights Reserved. Patent Pending
  14. 14. Jones, Bob CAMID(“S7:4001”) Smith, Alex CAMID(“S7:4002”) … Series 7 Dallas Branch CAMID(“S7:4851”) Access NYC Branch CAMID(“S7:4852”) ManagerThere are many CAMIDReferences in the Content Store: Authenticates against,• Every security policy Exposes users / roles from• Every object’s owner• Every object’s contact• Schedules Depending on• Schedule Recipients security• Burst Slices Cognos requirements, CAMID• Cognos Namespace References may also Membership exist in Models:• Each User & their Content • My Folders Framework • Preferences Models • Portal Tabs • Watch Items Content Transformer Store Models14 Copyright 2012, Motio, Inc. All Rights Reserved. Patent Pending
  15. 15. Active Jones, Bob CAMID(“S7:4001”) LDAP Directory Smith, Alex CAMID(“S7:4002”) … Series 7 Dallas Branch CAMID(“S7:4851”) So what happens if Access NYC Branch CAMID(“S7:4852”) you need to switch Manager Cognos to use a different external Security Source ? Jones, Bob CAMID(“AD:B3FF”) Smith, Alex CAMID(“AD:11F1”) … Cognos Dallas Branch CAMID(“AD:44EF”) NYC Branch CAMID(“AD:F84A”) Content Unfortunately, this causes all of the Store CAMIDs to change!!!15 Copyright 2012, Motio, Inc. All Rights Reserved. Patent Pending
  16. 16. Security Policies Jones, Bob CAMID(“S7:4001”) BEFORE All of the old CAMID Smith, Alex CAMID(“S7:4002”) References on … Security Policies are now Invalid. Dallas Branch CAMID(“S7:4851”) NYC Branch CAMID(“S7:4852”) Jones, Bob CAMID(“AD:B3FF”) Smith, Alex CAMID(“AD:11F1”) … Dallas Branch CAMID(“AD:44EF”) AFTER NYC Branch CAMID(“AD:F84A”) These group references now show as “Unavailable”, Since their CAMIDs have changed Copyright 2012, Motio, Inc. All Rights Reserved. Patent Pending
  17. 17. Let’s recap.... Active LDAP Directory Re-configuring Cognos to use a different external security source invalidates all of the old CAMIDs, creating a mess in the Content Series 7 Store. Access Manager What are some options for handling this problem? 1. Manual re-mapping in Cognos Connection 2. Write custom code using the Cognos SDK 3. Packaged namespace migration solutions (Motio)17 Copyright 2012, Motio, Inc. All Rights Reserved. Patent Pending
  18. 18. This slide deck is part of a recorded webinar. To view the FREE recording of this entire presentation and download the slide deck, go to info.senturus.com/2013-02-13-Stress-Free-Cognos-Migrations-with- Motio.html You will find this—and many other recorded webinars-- under the “IBM Cognos Business Intelligence”18
  19. 19. Demonstration of Motio Solution19
  20. 20. ™+ Persona / IQNamespace Migration Product Briefing Webinar February 13th, 2013 COPYRIGHT 2013, MOTIO, INC – ALL RIGHTS RESERVED,
  21. 21. Migration Solution Overview• Motio has two solutions for solving this problem – Option #1 : Persona IQ • Overview of Product Functionality • Product Demonstration – Option #2 : Namespace Migration Service COPYRIGHT 2013, Motio, Inc. All Rights Reserved. Patent Pending
  22. 22. Option #1 : Persona IQ™• Key Highlights – Migrate between Cognos Authentication Sources : – WITHOUT changing the CAMIDs of users, groups & roles – Supports Migrating From / To : – Access Manager – Active Directory – LDAP – Persona IQ – Requires less than five minutes of Cognos downtime. – ZERO changes to the Cognos Content Store or FM / Transformer Models – Empowers application support personnel while still adhering to corporate authentication standard COPYRIGHT 2013, Motio, Inc. All Rights Reserved. Patent Pending
  23. 23. … but you want Cognos isLDAP or Cognos to point currently Active HERE instead. pointed HERE. Jones, Bob CAMID(“S7:4001”)Directory Smith, Alex CAMID(“S7:4002”) … Imports From Existing Dallas Branch CAMID(“S7:4851”) Security NYC Branch CAMID(“S7:4852”) Source Authenticates against, Persona Exposes users / roles fromPersona Cognos DB Imports From Framework Models Content Data Data Store Source Transformer Source Models COPYRIGHT 2013, Motio, Inc. All Rights Reserved. Patent Pending
  24. 24. … but you want Cognos isLDAP or Cognos to point currently Active HERE instead. pointed HERE. Jones, Bob CAMID(“S7:4001”)Directory Smith, Alex CAMID(“S7:4002”) … Imports From Existing Security Dallas Branch CAMID(“S7:4851”) Source NYC Branch CAMID(“S7:4852”) Authenticates against, Persona Exposes users / roles from …after the transition, all users, groups & roles fromPersona Cognos the original provider are DB Imports From available through Persona with the exact same CAMIDs as before. Framework Models Content Data Data Store Source Transformer Source Models COPYRIGHT 2013, Motio, Inc. All Rights Reserved. Patent Pending
  25. 25. LDAP or Active Jones, Bob CAMID(“S7:4001”)Directory Smith, Alex CAMID(“S7:4002”) Jones, Bob Dallas Branch imported accounts are The CAMID(“S7:4851”) Persona associated with their Active Smith, Alex DB NYC Branch Directory counterparts, but CAMID(“S7:4852”) still exposed to Cognos with … their previous CAMID. …after the transition, all users, groups & roles from Cognos the original provider are available through Persona with the exact same CAMIDs as before. Framework Models Content Data Data Store Source Transformer Source Models COPYRIGHT 2013, Motio, Inc. All Rights Reserved. Patent Pending
  26. 26. LDAP or Active Jones, Bob CAMID(“S7:4001”)Directory Smith, Alex CAMID(“S7:4002”) In this example, Bob and Jones, Bob Dallas Branch CAMID(“S7:4851”) Alex are associated with Persona their Active Directory Smith, Alex DB NYC Branch CAMID(“S7:4852”) Accounts, but still exposed … to Cognos with their previous CAMID. login Cognos Cognos users can now login using their AD or LDAP credentials. Their CAMID remains Framework the same as before. Models Content Data Data Store Source Transformer Source Models COPYRIGHT 2013, Motio, Inc. All Rights Reserved. Patent Pending
  27. 27. LDAP or Active Jones, Bob CAMID(“S7:4001”)Directory Smith, Alex CAMID(“S7:4002”) Jones, Bob Dallas Branch CAMID(“S7:4851”) Persona Smith, Alex DB NYC Branch CAMID(“S7:4852”) … No CAMID changes means: login ZERO changes Cognos Cognos users can now required here! login using their AD or LDAP credentials. Their CAMID remains Framework the same as before. Models Content Data Data Store Source Transformer Source Models COPYRIGHT 2013, Motio, Inc. All Rights Reserved. Patent Pending
  28. 28. This slide deck is part of a recorded webinar. To view the FREE recording of this entire presentation and download the slide deck, go to info.senturus.com/2013-02-13-Stress-Free-Cognos-Migrations-with- Motio.html The Senturus library has 50 other recorded webinars on assorted Cognos and BI topics which may interest you. Go to the recorded resources28
  29. 29. Product DemoDemo Scenario:• Migrate Cognos 10.1 Instance from Access Manager to Active Directory. – There are some active Access Manager accounts which do NOT exist in Active Directory COPYRIGHT 2013, Motio, Inc. All Rights Reserved. Patent Pending
  30. 30. Option #2: Motio Namespace Migration Service• Technology assisted service• Proven Methodology
  31. 31. SourceNamespace TargetNamespace
  32. 32. Mapping Users from Series7 Namespace to Active Directory Namespace Source TargetNamespace Namespace
  33. 33. Namespace Migration Service - In Summary• Technology assisted service• Proven methodology• Automates a time-intensive process• Reduces Risk "Migrating eighty five thousand objects manually would have taken us several months with several service disruptions to our end users. Motios Namespace Migration streamlined this process and allowed us to successfully migrate eighty five thousand objects from Open LDAP to a Corporate LDAP server within just a few hours. Thank you Motio!" Avi Badwal Business Intelligence Manager University of San Diego ITS-EASS
  34. 34. Want to explore further? • More inquires? • Need assistance? Jim Frazier jfrazier@senturus.com 650.949.292135
  35. 35. This slide deck is part of a recorded webinar. To view the FREE recording of this entire presentation and download the slide deck, go to info.senturus.com/2013-02-13-Stress-Free-Cognos-Migrations-with- Motio.html The Senturus library has 50 other recorded webinars on assorted Cognos and BI topics which may interest you. Go to the recorded resources36
  36. 36. Helping Companies Learn From the Past, Manage the Present and Shape the Future www.senturus.com 888.601.6010 info@senturus.com Copyright 2013 Senturus, Inc. This presentation may not be used without permission from Senturus, Inc.37
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