Users learn to plan, budget and manage the IBM Cognos upgrade process. View the webinar video recording and download this deck: http://www.senturus.com/resources/better-manage-cognos-upgrades/. Motio demonstrated and discussed the following MotioCI functionalities: connect multiple versions of Cognos simultaneously; automate the manual processes of validating reports, namespaces, datasources; create comparisons of the data, performance and formatting of content in pre-upgrade and post upgrade environments; receive immediate alerts when any changes in the BI environment negatively impact performance or validation. Senturus, a business analytics consulting firm, has a resource library with hundreds of free recorded webinars, trainings, demos and unbiased product reviews. Take a look and share them with your colleagues and friends: http://www.senturus.com/resources/.

1. Leveraging the New Release of MotioCI
HOW TO BETTER MANAGE COGNOS UPGRADES

2. • Today’s Presenters
• What’s New in IBM Cognos 10.2.2
• Challenges while Migrating IBM Cognos
• Leveraging the New Release of MotioCI
– Methodology for Smoothly Upgrading IBM Cognos
– The Approach: Five Steps that Make the Difference
– Demonstration
• Next Steps: Upgrade Assistance
• Senturus Introduction & Upcoming Events
• Q & A
Today’s Agenda
2Copyright 2015 Senturus, Inc. All Rights Reserved

3. Edwin Van Megesen
Vice President of
Business Development
Motio, Inc.
Introduction: Today’s Presenters
Copyright 2015 Senturus, Inc. All Rights Reserved 3
Jeff Dean
Strategic Accounts
Manager
Motio, Inc.
Albert Valdez
Vice President of
Learning Solutions
Senturus
Jim Frazier
Vice President of
Client Solutions
Senturus

4. Hear the Recording
4Copyright 2015 Senturus, Inc. All Rights Reserved
This slide deck is part of the “How to Better Manage
Cognos Upgrades: Leveraging the New Release of
MotioCI” recorded webinar. To view the FREE recording
of the entire presentation and download the slide deck,
go to:
www.senturus.com/resources/better-manage-cognos-
upgrades/
Senturus’ comprehensive library of recorded webinars,
demos, white papers, presentations and case studies is
available on our website:
www.senturus.com

5. Resource Library
Senturus’ whole purpose is to make you
successful with Business Analytics. Thus,
we offer a series of technology-neutral
webinars, training on specific software,
demonstrations, and no-holds-barred
reviews of new software releases. We
host dozens of live webinars every year
and we offer a comprehensive library of
recorded webinars, demos, white papers,
presentations and case studies on our
website--a wealth of learning resources.
Most of our content is custom created
and constantly updated, so visit us often
to see what’s new in the industry.
www.senturus.com/resources/
5Copyright 2015 Senturus, Inc. All Rights Reserved

6. What version of Cognos BI is your
organization on?
AUDIENCE POLL #1

7. Overview
WHAT’S NEW IN IBM COGNOS 10.2.2?

8. Hear the Recording
8Copyright 2015 Senturus, Inc. All Rights Reserved
This slide deck is part of the “How to Better Manage
Cognos Upgrades: Leveraging the New Release of
MotioCI” recorded webinar. To view the FREE recording
of the entire presentation and download the slide deck,
go to:
www.senturus.com/resources/better-manage-cognos-
upgrades/
Senturus’ comprehensive library of recorded webinars,
demos, white papers, presentations and case studies is
available on our website:
www.senturus.com

9. • Official Release Date: Nov. 21, 2014
• What this release really means:
– It is a culmination of various fix and feature packs that
had been introduced between 2012 and 2014
– Instead of rolling all the incremental packs onto your
10.2.1 environment, fresh install of 10.2.2 will have a BIG
Impact
• Which areas were addressed – where do we anticipate
the biggest impact?
What’s New in IBM Cognos 10.2.2?
Copyright 2015 Senturus, Inc. All Rights Reserved

10. • The Highlights:
– For the Professional Author, Report Studio gets significant
enhancements in the following areas:
– Active Report Preview Mode
– Tabbed HTML Report Output
– Better Control Over Extensible Visualizations, Expanded
Library of Visualizations, including Dynamic Maps
– Style References
– For the Business Analyst, Cognos Workspace becomes
more functional with:
– More intuitive Filter controls
– The ability to author reports from directly within a
Workspace
What’s New in IBM Cognos 10.2.2?
Copyright 2015 Senturus, Inc. All Rights Reserved

11. • What else? We see significant attention is being paid
in these additional areas:
– Custom User-Interface Profiles allow Administrators to
roll out precise features and functionality to different
types of authors, eliminating barriers to adoption for self-
service authoring
– Personal Data Sets will allow users and administrators to
create packages from desktop-based files such as Excel or
CSV
– Framework Manager metadata enhancements
– Dynamic Cubes metadata improvements as well as a new
hardware sizing utility, and greater control over in-
memory aggregation
What’s New in IBM Cognos 10.2.2?
Copyright 2015 Senturus, Inc. All Rights Reserved

12. • Determining the ROI associated with an upgrade
• How to organize and prioritize the content to expedite
testing
• The largest cost and time associated with an upgrade
is testing and validation of Cognos content (reports,
cubes, FM models)
• How to automate the testing and validation process
• Resolving errors with content that come up during the
testing
• Managing the BI migration: How to plan activities,
check progress and monitor the quality
Challenges while Migrating IBM Cognos
12Copyright 2015 Senturus, Inc. All Rights Reserved

13. Which challenges do you face when
migrating?
AUDIENCE POLL #2

14. LEVERAGING NEW RELEASE OF MOTIOCI
- Methodology for Smoothly Upgrading IBM
Cognos
- The Approach: Five steps that make the
difference
- Demonstration

15. METHODOLOGY FOR SMOOTHLY
UPGRADING IBM COGNOS

16. Hear the Recording
16Copyright 2015 Senturus, Inc. All Rights Reserved
This slide deck is part of the “How to Better Manage
Cognos Upgrades: Leveraging the New Release of
MotioCI” recorded webinar. To view the FREE recording
of the entire presentation and download the slide deck,
go to:
www.senturus.com/resources/better-manage-cognos-
upgrades/
Senturus’ comprehensive library of recorded webinars,
demos, white papers, presentations and case studies is
available on our website:
www.senturus.com

17. In regards to the upgrade of IBM Cognos, we hear our clients say:
• “We have no idea how much work is involved for this upgrade. What are the
costs? What is the lead time? How can we keep control?”
• “We have several proposals for the upgrade, but the costs are simply too
high. Is there any way to lower these costs?”
• “We MUST upgrade soon. The last upgrade was a nightmare. How can we
avoid repeating that?”
• “I will be managing the BI upgrade to 10.2.2. How will I be able to plan
activities, check progress and monitor the quality?”
• “We have over 3000 reports, do we have to upgrade them all? There are
duplicates, non-used reports and even broken ones. How can we easily
identify which ones to upgrade?”
Challenges while Upgrading IBM Cognos
Page 17

18. We Help Customers Upgrade Smarter
Page 18
We improve the upgrade process by
lowering lead time, reducing cost and the
risks involved

19. Benefits of Upgrading Smarter
1. More control in the upgrade process
 Focus and scope
 Insight into work load
 Control over progress
 Monitoring and instant problem notification
 Create a reliable safety net
2. Cost reduction
 Achieving efficiency by automation
 Reduce manual errors
 Improve communication
3. Shorten the lead time
 Shorten project time needed
 Lower production down time on the “go live” day
Page 19

20. The Ingredients of this Cake
1. We use an IBM Cognos sandbox environment
 Well performing – multiple reports will run in parallel
 Monitored – the sandbox environment needs to be reliable
We need a reliable environment so we focus on the project and not worry about
supporting technology
2. We will use the Motio product set
 Motio ReportCard runs in the cloud
 MotioPI Pro does not use additional infrastructure
 MotioCI requires an IT infrastructure
1. We use a structured approach
 Assess first to understand the project
 Scope to focus on relevant aspects
 Manage to assure you always stay in control
Page 20

21. THE APPROACH
Five steps that make the difference

22. Hear the Recording
22Copyright 2015 Senturus, Inc. All Rights Reserved
This slide deck is part of the “How to Better Manage
Cognos Upgrades: Leveraging the New Release of
MotioCI” recorded webinar. To view the FREE recording
of the entire presentation and download the slide deck,
go to:
www.senturus.com/resources/better-manage-cognos-
upgrades/
Senturus’ comprehensive library of recorded webinars,
demos, white papers, presentations and case studies is
available on our website:
www.senturus.com

23. Upgrade in Five Steps
1. Prepare and assess the environment
2. Narrow the scope
3. Analyze impact
4. Repair what is broken
5. Upgrade production and go live
Page 23
Let’s assume we upgrade
from 10.1 to 10.2.2
for 5000 reports

24. The Five steps are Part of a Bigger Picture
• Upgrading is often part of a bigger picture of leveraging
capabilities, education and delivering business value
• This approach will fit a broader approach, using waterfall
of agile BI methodology
Page 24
Prepare and
assess Narrow scope
Analyze
Repair
Test
Upgrade ProdAgile

25. Step 1: Prepare and Assess (I)
1. Prepare the upgrade
 Prepare the infrastructure needed for the IBM Cognos sandbox
 Prepare the infrastructure for MotioCI
 Install MotioCI
2. Assess the current production environment
 How many reports do we have?
 How many reports are valid and will run?
 How many reports have not been recently used?
 How many reports are just copies of each other?
Cognos 10.1
Prod
5000 reports
Page 25
Based on the assessment, decide on
scoping and “cleaning”

26. Step 1: Prepare and Assess (II)
1. How can you assess?
 ReportCard will analyze the XML specs and return a list of
duplicate reports, inactive reports and other inefficiencies
 MotioPI Pro will help you to validate all reports and find
out the number of reports that do not validate
Cognos 10.1
Prod
5000 reports
Page 26
The outcome is the basis for discussing the scope of the project
• Out of scope could lead to deletion of objects or they can be ignored
during the upgrade

27. Step 2: Narrow the Scope (I)
Copy
Cognos 10.1
Prod
5000 reports
Cognos 10.1
Sandbox
5000 reports
MotioCI
1. Connect MotioCI to Prod
2. Freeze production
 Monitor Prod on changes
3. Copy Prod to the Sandbox
4. Turn off all schedules using PI Pro
5. Connect MotioCI to Sandbox
 Narrow the scope in SandboxPage 27

28. Step 2: Narrow the Scope – Setting Up MotioCI
1. To manage the upgrade, group all reports
 Group by business, Cognos folder, package, or any other logical grouping
mechanism
2. Set up a project in MotioCI per group with 100-300 reports
 If the initial group contained more reports we just split it up
3. Set up test cases:
 Value stability
 Formatting stability
 Performance stability
4. For every object out of scope, set the label “out of scope” and disable the
test case
Page 28

29. Step 3: Analyze the Impact
Page 29
1. Run base line in MotioCI
2. Upgrade sandbox to 10.2.2
3a. Check value stability
3b. Check formatting stability
3c. Check performance stability
4. Evaluate the outcome and
estimate work load
Cognos 10.1
Sandbox
3000 reports
In scope
Cognos 10.2.2
Sandbox
3000 reports
In scope
Cognos 10.2.2
Sandbox
200 reports
need review
0. Start with a fully prepared sandbox

30. Hear the Recording
30Copyright 2015 Senturus, Inc. All Rights Reserved
This slide deck is part of the “How to Better Manage
Cognos Upgrades: Leveraging the New Release of
MotioCI” recorded webinar. To view the FREE recording
of the entire presentation and download the slide deck,
go to:
www.senturus.com/resources/better-manage-cognos-
upgrades/
Senturus’ comprehensive library of recorded webinars,
demos, white papers, presentations and case studies is
available on our website:
www.senturus.com

31. Step 3: Analyze the Impact – Estimation of work
MotioCI will flag when there is a problem and a test case has failed. In
order from no worries to a huge problem, we see the following issues:
1. Formatting stability failed because of change in HTML tag. However there is
no problem, the output looks fine
 Update baseline – label as “Reset baseline”
2. Formatting stability failed, there is a change and we accept this change, it
could be even better
 Update baseline – label as “Accepted change”
3. Formatting stability failed and layout changed. Fix report layout
 Repair the report – label as “Repaired”
4. SQL, data changed or performance changed. Fix report and maybe fix model
/ package
 Repair – label report and package as “Repaired”
Cognos 10.2.2
Sandbox
200 reports
need review
“I have 3 people on my team to repair, based on the test
results and quick assessment, average time spend is
calculated on one hour. I expect to be ready within 2 weeks”
Page 31

32. Step 4: Repair
Page 32
1. Freeze production
2. Repair report set
3. Continuously test
4. Manage progress
A burndown chart of work
is directly available
in a Cognos report
from the MotioCI database
Monitorfreeze
Cognos 10.1
Prod
5000 reports
Cognos 10.2.2
Sandbox
200 reports
Need review

33. Step 5: Upgrade the Production Environment
The Saturday “go live” moment
1. Before the actual go live date, baseline Production
2. Start upgrading production following the standard IBM
procedure
3. Promote all labeled changes to the new environment
4. Run all test cases in Prod against the baseline
 Execute sanity check on the most important repaired items
 Running test cases, this may take some time, so prioritize carefully
 Evaluate and decide on “go live”
Page 33

34. Step 5: Upgrade production
Page 34
3. Label changes
and promote
Upgrade
1. Run base line
2. Upgrade
4a. Check value stability
4b. Check formatting stability
4c. Check performance stability
Cognos 10.1
Prod
5000 reports
Cognos 10.2.2
Sandbox
200 reports
Repaired
Cognos 10.2.2
Prod
5000 reports

35. The Key Benefits of this Approach
1. Quick analysis and setting the scope
2. Immediate insight on work load
3. Lower lead time and test efforts
4. Lower freeze time of production
5. A framework to manage the project with work burndown reports for
project management
Page 35

36. Extended Architecture
Customers differ and so do their IBM Cognos infrastructures.
Different set ups may require adjustments to this method.
1. UAT/QA/Sandbox/Staging/Development
2. Multiple production environments
3. Multiple development environments / parallel development
lanes
These cases expand to the approach presented and use the same
methodology on a larger scale
Page 36

37. Demo
Obviously, we can not demo the whole process
The demo starts during step 5. We will demo:
• Repairing, labeling and capturing changes
• Testing reports and monitoring results
• Keep track on progress
• Deploy all changes from Sandbox to Prod 10.2.2
Page 37

38. NEXT STEPS

39. Hear the Recording
39Copyright 2015 Senturus, Inc. All Rights Reserved
This slide deck is part of the “How to Better Manage
Cognos Upgrades: Leveraging the New Release of
MotioCI” recorded webinar. To view the FREE recording
of the entire presentation and download the slide deck,
go to:
www.senturus.com/resources/better-manage-cognos-
upgrades/
Senturus’ comprehensive library of recorded webinars,
demos, white papers, presentations and case studies is
available on our website:
www.senturus.com

40. Motio Deep Dive
• Meeting to discuss how Motio could help streamline your upgrade
process
Cognos 10.2.2 QuickStart
• Senturus will install and configure your development environment
and provide complete documentation
• Starting at $4,499
Full Upgrade Support
• Free estimate
• Senturus will provide you with a short upgrade questionairre
• Estimate provided upon completion of questionnaire
Contact info@senturus.com 888.601.6010 ext. 85
Upgrade Assistance
40Copyright 2015 Senturus, Inc. All Rights Reserved.

41. Who we are
SENTURUS INTRODUCTION

42. Senturus: Business Analytics Consultants
42Copyright 2015 Senturus, Inc. All Rights Reserved
Business
Intelligence
Enterprise
Planning
Predictive
Analytics
Our Team:
Business depth combined with technical expertise.
Former CFOs, CIOs, Controllers, Directors

43. 800+ Clients, 1400+ Projects, 14 Years
Copyright 2015 Senturus, Inc. All Rights Reserved. 43

44. *Custom, tailored training also available*
Cognos Training Options
Copyright 2015 Senturus, Inc. All Rights Reserved 44

45. Coupon Code: MotioMarch
• Any Senturus live, online training course
• First ten people to use it
• Expires at midnight Friday, March 13
Special, Limited Time Offer: $200 Off Training
45Copyright 2015 Senturus, Inc. All Rights Reserved.

46. www.senturus.com
Upcoming Events
46Copyright 2015 Senturus, Inc. All Rights Reserved

47. Hear the Recording
47Copyright 2015 Senturus, Inc. All Rights Reserved
This slide deck is part of the “How to Better Manage
Cognos Upgrades: Leveraging the New Release of
MotioCI” recorded webinar. To view the FREE recording
of the entire presentation and download the slide deck,
go to:
www.senturus.com/resources/better-manage-cognos-
upgrades/
Senturus’ comprehensive library of recorded webinars,
demos, white papers, presentations and case studies is
available on our website:
www.senturus.com

48. Thank You!
www.senturus.com
888-601-6010
info@senturus.com
Copyright 2015 by Senturus, Inc.
This entire presentation is copyrighted and may not be
reused or distributed without the written consent of
Senturus, Inc.