IBM Cognos Forum, Conference Presentation Attendees of the session were shown how to develop a migration roadmap, how to realize quick benefits, and how to plan the deployment that works best for their organization. They learned about testing strategies and other risk mitigations, and were shown how an upgrade can deliver business process improvements while reducing maintenance costs, improving ease of use, and lowering total cost of ownership.

1. 1
Welcome to Forum!
The Benefits of Upgrading to IBM Cognos Planning 8.2
and 8.3
Anthony D’Ugo – Deloitte
Johnathan Hodge – Cognos, an IBM Company
Anthony D’Ugo, Deloitte
Putting an upgrade into perspective

2. 2
Putting it into perspective
> Why upgrade?
> Upgrade approaches
> Making the decision to upgrade
> Effort analysis
> Identifying “quick wins”
> Defining the roadmap
> Getting it done
Why upgrade?
Reasons for
the upgrade
Business reasons
(Strategic)
Business reasons
(Strategic)
> Protect investment in the
solution
> Use the upgrade project as
an opportunity to align with
new business initiatives or
other organizational
changes
> Further alignment with
budgeting and forecasting
leading practices
> Leverage new functionality
Business reasons
(Strategic)
Technological reasons
(Tactical)
> Use the upgrade project as
an opportunity to align with
new technology initiatives
> Opportunity to eliminate
any customizations and
reduce cost of ownership
> Align with infrastructure
updates
> Align with IBM Cognos
supported versions

3. 3
Upgrade approaches
Depending on the strategic intent, various upgrade approaches are conceivable
resulting in different tasks and workloads, project durations and ultimately costs
> Go “live” with the new
version in a short time
> Implement it as it
comes
> Do not want any
disruption to the
business
> Synchronize with
infrastructure releases
(Vista compatibility)
> Align with IBM Cognos
supported versions
Base Upgrade
Only
> Take advantage of
quick wins and
harvest “low hanging
fruits”
> Maximize short-term
ROI
> The organization can
absorb some process
changes
> Reasonable resources
availability
Base Upgrade
+ “Quick Wins”
> Start with a Base
Upgrade Only, or
include some “Quick
Wins” as well, and
take advantage of
other features in
future phases
> Spread investment
over a wider
timeframe
> Avoid “big bang” and
distributes change
impact over a longer
period of time
Phased
Approach
> Use the upgrade
project as an
opportunity to align
with new business
initiatives or other
organizational
changes
> Looking to benefit
from some economies
of scale
Beyond an
Upgrade
Making the decision to upgrade
Possibly Definitely
Not Likely Most Likely
Value
RiskMitigation
> Use a structured
decision framework
> Consider both the
business and
technological value
each new feature will
provide your
organization
> Consider the risks each
new feature will help
mitigate/avoid
Upgrade
Base
Upgrade
Data
Validations
Improved
Commentary
Macros in C8
Incremental
Publish
Planning
Deployment/
Portability
New Data
Sources
Security
Authentication

4. 4
Effort Analysis
Analyst
Model
Contributor
Configuration
Cognos 8
Configuration
Testing and
Tuning
End User
Training
Process
Change
Management
Hardware
Infrastructure
Software
Base Upgrade
Data Validations
Improved Commentary
Macros in C8
Incremental Publish
Planning
Deployment/Portability
New Data Sources
Security Authentication
?
?
?
?
?
Medium HighLow
No Expected
Effort
? Conditional
Testing is easy…and other myths
> Common myths about testing:
• “Quality Assurance is the same as
testing.”
• “The goal of software testing is to
be 100% defect-free.”
• “Testing is easy, anyone can do it.”
> Visit our booth at Performance
World for a free electronic copy of
this booklet or send an email to
adugo@deloitte.ca and request a
copy

5. 5
Identifying “quick wins”
Value
Effort
> Estimate effort relative
to the expected
business and
technological value
Base Upgrade
+ “Quick Wins”
Future
Phase(s)
New Data
Sources
Security
Authentication
Base
Upgrade
Data
Validations
Improved
Commentary
Macros in C8
Incremental
Publish
Planning
Deployment/
Portability
Defining the roadmap
FY
2010
FY 2009FY 2008
Q4Q2 Q3 Q1Q4Q1Q3
Funding Constraints
Resource Constraints
Infrastructure Software Updates
New Business Initiatives
Version Release Schedule
Budget/Forecast Cycles
Q2Q1
8.3 ? ?
Base Upgrade
+
“Quick Wins”
PhaseI
New
Data
Sources
PhaseII

6. 6
Getting it done
Perform rigorous testing of
the including
 Formal integration testing
 Performance testing
User Acceptance Testing is
recommended in order to
 Minimise risk of change
impact
 Achieve user buy-in
 Obtain user validation
Test
End user training
Organizational
communication and change
management
Cut-over to production
Go-live support
Deploy
Upgrade
Assessment
And Plan
 Conduct an upgrade assessment
 Determine the upgrade scope, benefits
and effort.
 Define overall upgrade approach,
supported by a detailed project plan
and resource model.
 Complete
enhancements to
migrated components
 Prepare for rigorous
testing prior to
release
Prepare
Upgrade
 Establish an upgraded
development environment
 Certify that the new upgraded
environment is a stable replica of
the production instance
Johnathan Hodge, Cognos
Capabilities and Benefits of IBM Cognos
8 Planning v3

7. 7
Cognos Upgrade
Platform Improvements
IBM Cognos 8 Planning 8.3
Leverage 3rd party authentication
Then Now
Cognos Series 7 (Access Manager)
Cognos Planning 7.2/7.3/8.1
Compatible authentication providers:
•Active Directory
•Cognos Series 7 (Access Manager)
•LDAP
•Windows NTLM
•Netegrity SiteMinder
•SAP
•Custom Java Provider
IBM Cognos 8 Planning 8.3

8. 8
Greater Flexibility in Security Configuration
7.1 7.2 7.3/8.1
Classic Security Enterprise Security
Users Only
Groups
Roles
Users
Groups Only
Roles
Users
Groups
Roles
Then Now
IBM Cognos 8 Planning 8.3
Share Security Across IBM Cognos 8
Then Now
Cognos
Analyst
Cognos
Contributor
Cognos
Report Studio
Cognos
Analysis
Studio
Cognos
Analyst
Cognos
Contributor
Cognos
Report Studio
Cognos
Analysis
Studio

9. 9
Cognos Upgrade
Platform Improvements
IBM Cognos 8 Planning 8.3
Leveraging IBM Cognos 8 Security in IBM Cognos 8
Planning 8.3

10. 10
Leveraging IBM Cognos 8 Security in IBM Cognos 8
Planning 8.3
Leveraging IBM Cognos 8 Security in IBM Cognos 8
Planning 8.3

11. 11
Sharing servers with other IBM Cognos 8 products,
Load balancing, Fail-over
Then Now
Cognos
Analyst
Cognos
Contributor
Cognos BI
Servers
Cognos
Analyst
Cognos
Contributor
Cognos BI
Servers
Platform Improvements: Benefits
• Leverage existing C8 hardware investments
• Central and shared administration of C8
content
• Leverage investment in existing security
infrastructure
• Greater flexibility and simplification of
Planning-specific security

12. 12
Cognos Upgrade
Reporting and Publishing Enhancements
IBM Cognos 8 Planning 8.3
Incremental Publish
Publish change
node only
Then Now
Changed Node
All nodes
published
Changed Node

13. 13
Cognos Upgrade
Reporting and Publishing
Enhancements
IBM Cognos 8 Planning 8.3
Incremental Publish

14. 14
Incremental Publish
Incremental Publish

15. 15
Incremental Publish
Publishing Attached Document Meta-Data
Cognos
Contributor Planning
Publish
Container
• Attachment
name
• Attachment
comments
• Attachment date
• Attachment file
size
• User ID
• Cell location of
attachment
• Elist attached to

16. 16
Reporting and Publishing Enhancements:
Benefits
• Scalable near-realtime data access to entire
planning application data set
• More efficient use of hardware
• Shorter batch processes
• Richer report and ETL content
Cognos Upgrade
Managing Applications
IBM Cognos 8 Planning 8.3

17. 17
New Data Sources
SAP BW
mySAP
ERP
(prev.
R/3)
Other
Relational
database
OLAP Cubes
(i.e..
PowerPlay,
Essbase)
Data
Warehouse
(i.e. Teradata)
Excel
Framework Manager &
Query Engine
Cognos
Analyst
Contributor
Datastore
Metadata &
Data
Data
Cognos Upgrade
IBM Cognos 8 Planning 8.3
Managing Applications

18. 18
Managing Applications: Benefits
New Data Sources
•Direct access from Cognos Planning 8.3 to C8
data sources, inc. SAP BW.
• Flexibility and control to IT user to expose to the
business user only what is required
• Business user is sheltered against complexity
• Data assets modelled once and used consistently
across C8
Macro Execution in IBM Cognos 8
Cognos
Connection
Event Studio
ELSE
Contributor
Administration
Console
Publish
Admin Links

19. 19
Cognos Upgrade
IBM Cognos 8 Planning 8.3
Managing Applications
Macro Execution in IBM Cognos 8

20. 20
Macro Execution in IBM Cognos 8
Macro Execution in IBM Cognos 8

21. 21
Macro Execution in IBM Cognos 8
Macro Execution in IBM Cognos 8

22. 22
Managing Applications: Benefits
Macro Execution in C8
• IT can schedule in Cognos Connection
without needing to understand Planning
• Easy to chain and schedule Contributor and
Analyst macros together for an end-to end
process
• Support for conditional process
management using Event Studio
Planning deployment/portability
Test Environment Production Environment
Test Environment Production Environment
Version
8.1 and
Prior
Version
8.2 and
After
Manual Process

23. 23
Cognos Upgrade
IBM Cognos 8 Planning 8.3
Managing Applications
Managing Applications: Benefits
Deployments
• Better support for Dev/Test/Prod
environments reducing human error and
effort/cost
• Easier to package environment content to
share internally or with Cognos Support

24. 24
Cognos Upgrade
Usability Improvements
IBM Cognos 8 Planning 8.3
Contributor Data validations
Cognos
Contributor
Validation checks
and rules
Pass
Fail
Stop Warning
or
Submit

25. 25
Cognos Upgrade
IBM Cognos 8 Planning 8.3
Usability Improvements
Usability Improvements: Benefits
Validations
•Eliminates administrator cross checking
•Increases quality of submission
• Facilitates enforcement of corporate
policies
• Decreases planning cycle time

26. 26
Enhanced Commentary
Cognos ContributorAttachmentAttachment Types
Excel
Word
PowerPoint
Cognos Upgrade
IBM Cognos 8 Planning 8.3
Usability Improvements

27. 27
Copy Commentary Within Links
Administration,
System or Local link
Cognos Upgrade
IBM Cognos 8 Planning 8.3
Usability Improvements

28. 28
Copy Commentary
Copy Commentary

29. 29
Copy Commentary
Usability Improvements: Benefits
Commentary
• Enable end-users to leverage existing
resources and avoid duplication of
information
• Improve process through reduced reviewer
confusion and queries around plan
submissions
• Retain commentary when opening/closing
versions

30. 30
Cognos Upgrade
General Improvements
IBM Cognos 8 Planning 8.3
General Improvements
• Expanded Conformance
• Improved Navigation and Administration Experience
• Ability to Publish Translations
• PDS Scalability
• Improved performance of Admin Console
• Leverage additional reporting capabilities of the 8.3
Platform

31. 31
Questions?