This document provides guidance on migrating, upgrading, and installing fix packs for Cognos BI and Planning 10.1. It includes a detailed schedule and steps for migrating production and test systems. Key activities include installing server components, configuring gateways, exporting and importing content, testing, setting up security, and leveraging new features. Guidelines are provided for evaluating current systems, creating a migration plan, preparing test environments, installation order, and report development best practices.

1. How To Migrate Upgrade Fix Packs
for Cognos BI and Planning 10.1
July 31, 2014 Bhawani Nandan Prasad ( B.E.
MBA Premier Institute,
BI Director )
Page 1 of 11
Prediction of TO-BE Cognos System and Architecture
Example

2. How To Migrate Upgrade Fix Packs
for Cognos BI and Planning 10.1
July 31, 2014 Bhawani Nandan Prasad ( B.E.
MBA Premier Institute,
BI Director )
Page 2 of 11
The detailed step by step schedule plan
1. Detailed Cognos Planning Migration Activities - Production system
PRODUCTION (e.g. 1 - Planning server, 2 - Gateways)
Install Cognos Planning 10.1.1.2 (PL) Server
Install Cognos PL Server
Configure Cognos PL Server
Save settings and start PL services
Install Cognos PL CAC
Configure Cognos CAC Server
Save settings and start PL services
Install Cognos PL in BI Gateway I

3. How To Migrate Upgrade Fix Packs
for Cognos BI and Planning 10.1
July 31, 2014 Bhawani Nandan Prasad ( B.E.
MBA Premier Institute,
BI Director )
Page 3 of 11
Configure BI Gateway
Save settings (no-services to start)
Install Cognos PL in BI Gateway II
Configure BI Gateway
Save settings (no-services to start)
Test Cognos Connection - II
Test Contributor access in the Web
Migration
In new server stop services and configure to use new copy export and start cognos
services
Packages
Export Create Content Store Package source Prod - Export of all ODBC/DSN and
Applications and Links and Analyst Libraries and Publish Tables and Analyst Links
Import Content Store Package - Import of all ODBC/DSN and Applications and Links
and Analyst Libraries and Publish Tables and Analyst Links
Troubleshoot any discrepancies, errors etc.
Test Cognos Connection III
Test Access Permissions
Test Credentials
Testing of Cognos Objects ( 6 Models, 45 D-Cube, 91 D-List, 1260 E-List)
Setup of LDAP and Security Model.
Initial Security
Users, Groups, and Roles

4. How To Migrate Upgrade Fix Packs
for Cognos BI and Planning 10.1
July 31, 2014 Bhawani Nandan Prasad ( B.E.
MBA Premier Institute,
BI Director )
Page 4 of 11
Installation on Planning Client Components
Leverage Cognos 10 Planning New Features
1. Detailed Cognos BI Migration Activities - Production system
PRODUCTION (e.g. 4 Distributed Servers and 2 clustered Gateways)
Prepare Server - PROD
Procure Production Servers for BI & Planning
Unload/Update Software
Prepare Data Server
Create Content Store data base
Prepare IIS and .Net Framework
Configure Virtual Directories
Confirm CGI and ISAPI is active
Test access to the portal
Install Cognos 10.2 BI I Active Content Manager
Configure BI Server - CM only
Save settings and start BI services
Install Cognos 10.2 BI II Server BI & Standby CM
Configure BI Server - Dispatcher & CM
Save settings and start BI services
Install Cognos 10.2 BI III Server BI
Configure BI Server - Dispatcher
Save settings and start BI services

5. How To Migrate Upgrade Fix Packs
for Cognos BI and Planning 10.1
July 31, 2014 Bhawani Nandan Prasad ( B.E.
MBA Premier Institute,
BI Director )
Page 5 of 11
Install Cognos 10.2 IV DM & Transformer
Configure BI DM & Transformer
Save settings and start BI services
Install Cognos 10.2 BI Gateway I
Configure BI Gateway
Save settings (no-services to start)
Install Cognos 10.2 BI Gateway II
Configure BI Gateway
Save settings (no-services to start)
Configure and test interface connection with SAP BW and Oracle
Troubleshoot any discrepancies, errors etc.
Test Cognos Connection - I Cognos Application (30 Reports and 4 dashboards)
Test Access Permissions for all 200500 Users
Test Credentials for all 200500 Users
Migration
Take full system backup using CommVault of Cognos server and database
Stop all cognos services and take backup of system configuration files
system.xml, coglocale.xml of both source and new server
In new server stop services and configure to use new copy of content store and
start cognos services
Packages
Copy the required reports from source respective folder and paste them into
Administration folder at source server
Create Content Store Package from PROD by Export (Export of all ODBC/DSN
and Applications and Links and Analyst Libraries and Publish Tables and Analyst Links)

6. How To Migrate Upgrade Fix Packs
for Cognos BI and Planning 10.1
July 31, 2014 Bhawani Nandan Prasad ( B.E.
MBA Premier Institute,
BI Director )
Page 6 of 11
and Copy physical deployment zip file from source to Target deployment folder with
replace conflict resolution.
Import Content Store Package into New Server (Import of all ODBC/DSN and
Applications and Links and Analyst Libraries and Publish Tables and Analyst Links).
Test Cognos Connection
Test Access Permissions
Test Credentials
Test Cog Connection
Handover for UAT and Knowledge Transfer
Setup of LDAP and Security Model
Initial Security
Users, Groups, and Roles
Using Life Cycle Manager, create a Validation Project to compare the new install with
the existing install. Also do Visual validation of the reports.
Leverage Cognos 10 New Features (e g Dynamic Query Use Lifecycle e.g. Query,
etc.)
Installation on Planning Client Components
2. Installing fix packs
Before you install the fix pack, create a backup of the content store database. In addition,
back up any customized files from the current installation.
Procedure

7. How To Migrate Upgrade Fix Packs
for Cognos BI and Planning 10.1
July 31, 2014 Bhawani Nandan Prasad ( B.E.
MBA Premier Institute,
BI Director )
Page 7 of 11
1. Stop the following services:
 IBM Cognos service.
 IBM Cognos Controller Batch Server
 IBM Cognos Controller Java Proxy
 IBM Cognos Controller User Manager
 IBM Cognos FAP Service
 Internet Information Services (IIE) Manager (the Default Web Site)
 Components Services IBMCOGNOSCONTROLLER
2. Back up the content store database.
3. If your IBM Cognos BI environment is customized, back up the entire IBM Cognos BI
location.
4. Insert the disk for the Microsoft Windows operating system fix pack or go to the
location where you downloaded and extracted the files. If more than one fix pack is
available, install the fix pack with the lowest version number first.
5. On the disk or in the download location, go to the win32 directory and double-click
the issetup.exe file.
6. Follow the directions in the installation wizard, installing in the same location as your
existing IBM Cognos BI server components.

8. How To Migrate Upgrade Fix Packs
for Cognos BI and Planning 10.1
July 31, 2014 Bhawani Nandan Prasad ( B.E.
MBA Premier Institute,
BI Director )
Page 8 of 11
The issetup program prompts you to allow the fix pack to create a backup copy in
the installation folder before copying new files.
7. If an updater is available, do the following:
 To install from a disk, insert the updater disk for the Windows operating
system.
 To install from a download, follow the instructions on the support site and then
go to the location where you downloaded and extracted the files.
 In the updater directory on the disk or download location, go to the win32
directory and double-click the issetup.exe file.
 Follow the directions in the installation wizard.
8. Upgrade your Controller application databases.
9. To return a deployed IBM Cognos BI product to service, open IBM Cognos
Configuration, save the configuration, and then start the IBM Cognos service.
10. If you have a distributed environment, repeat these steps for all remaining IBM
Cognos BI servers.
11. If you are running the IBM Cognos BI product on an application server other than the
default, Tomcat, redeploy the IBM Cognos BI product to the application server.
12. Start the Internet Information Services (IIE) Manager (the Default Web Site).
13. Components Services IBMCOGNOSCONTROLLER.

9. How To Migrate Upgrade Fix Packs
for Cognos BI and Planning 10.1
July 31, 2014 Bhawani Nandan Prasad ( B.E.
MBA Premier Institute,
BI Director )
Page 9 of 11
3. Cognos Migration Guidelines
1. Evaluate the Current System
- Auditing and Survey’s
- System Resources
- Document the Current System and target system (AS-IS to TO-BE, Licenses,
general issues, Compatibility)
2. Create Detailed Migration Plan
- Milestones and WBS daily tasks in excel and any preferred Project
management tool.
3. Prepare the Test Environment
- Perform installation system requirements
4. Review the supported environments
5. Create an IBM Cognos Controller database
6. Create the content store
7. Configure the Web browser
8. Install order in which cognos server components must be installed and
configured – First Content Manager, Application Tier and Reporting, Gateway,
Client distribution server, Install client interfaces, Test installation and finally
enable security

10. How To Migrate Upgrade Fix Packs
for Cognos BI and Planning 10.1
July 31, 2014 Bhawani Nandan Prasad ( B.E.
MBA Premier Institute,
BI Director )
Page 10 of 11
9. Install and configure Microsoft .NET Framework
10. Perform Install and Migration, first Development system then TestQA system
and finally Production system
11. Perform Consistency Check before upgrademigration and save result to
compare consistency check after upgrademigration
12. Deprecated features should be made compliant and mitigation plan should be
documented
13. Upgrade Content Store (Database upgrade only here and content maintenance
task, no reports upgrade at this startup stage)
14. Perform Cognos configuration upgrade through exportimport
15. Customize all items require customization e.g. Cognos Connections and
system files (system.xml)
16. Perform Complete Application Testing, validate all reports in different format
HTML,PDF, CSV and cognos objects
17. Resolve Validation/Configuration Issues
18. Revise Migration Plan periodically and communicate to all stakeholders
19. Performance Comparison/Test before Cognos 10 Go Live
20. Prepare AS-IS Analysis document of list of all Cubes, Links, Tables, Review
Model and Dept. Tree Structures in the source system for Cognos Planning
21. When installing the Planning Server kit the best practice will be to install all
Planning Service options and disable those services via Cognos Configuration
that are not needed. This approach is recommended in case the server needs to
be re-purposed in the future then without needing to install additional services
the services can be enabled easily via Cognos Configuration
22. In export source cognos objects, be careful option various options like

11. How To Migrate Upgrade Fix Packs
for Cognos BI and Planning 10.1
July 31, 2014 Bhawani Nandan Prasad ( B.E.
MBA Premier Institute,
BI Director )
Page 11 of 11
a. Include access permissions – Apply to new and existing entries
b. External namespaces – Do not include references to external namespaces
4. Cognos Report Development Approach
 Requirement Analysis (Cognos Mockups).
 System Design (Cognos Layout, Report Data layer query, Framework Model and How to
Design).
 Report Development using Cognos BI tools - Best practices and guidelines.
 Implement using release version control tool and implementation tool.
 Testing – Unit Testing, System testing, and Integration Testing, Performance Testing
and other kind of testing.
 Project and Quality documentation.