Preparing for Your
Cognos Analytics Upgrade
April 2017
 Today’s webinar is part of a monthly advanced webinar series
offered by QueBIT. The next webinar is scheduled for May 11th
where we will teach you how to Write TM1 Rules like a Pro!
Register by accessing the events page on our website at
quebit.com/news-events
 This webinar is being recorded and attendees will receive the
recording link within 24 hours
 Miss a past webinar? No problem! Visit the Resources page on
the QueBIT website - //quebit.com/who-we-are/video-catalog/
 Please type all questions in the Question Pane located on the
GTW toolbar. As time permits, the questions will be addressed
and answered at the end of the demonstration.
 Follow-up sessions for questions and answers are available, if
needed.
Housekeeping
About QueBIT
 Trusted Experts in Analytics
 15+ years in business with managers on the team who
have been working in area of Analytics for 20+ years
 Full Offerings – Advisory, Implementation & Support
Services, Reseller of IBM Software and Developer of
Solutions
 900+ successful Analytics Projects
 400+ analytics customers in all types of industries
 100+ employees with HQ in New York
 Building an experienced team from the ground up
 Deep Expertise in Business Intelligence, Information
Management, Financial Analytics, Advanced Analytics
 2016 Worldwide Overall Business Analytics Partner
Excellence Award
About the presenters…..
Erik Herman
 Business Analytics Training &
Development Specialist
 15+ years technology training, instructional
design, & content development
Christina Hasse
 BI Architect & Pre-Sales Consultant
 20+ years Cognos Consulting, modeling
& implementation
Agenda
 Options for installation
– On-Premise
– On-Cloud
– Bridge to Cloud
 New administrative capabilities for users
 A new approach to the User Interface
and interaction
 Using Lifecycle Manager to facilitate the
upgrade
 What’s in the roadmap for Cognos
Analytics?
 What can QueBIT do for you?
Why Upgrade To Cognos Analytics?
Accelerated business modeling
and performance
Redefined consumption
experience for any device
Redefined report authoring and
analysis
Completely re-designed experience
Dramatically increase productivity for
departmental and enterprise
reporting
Easy Install
• Informix 12.10 installed/configured for Content Store
database
• Apache Directory Server
Expand
• E.g. Expand a distributed install
• Initial install must be up and running to use the
Expand install…
• Uses the same URL as the initial install…
http://<servername>:<port#>/bi
Custom
• Pick and choose
• Application Tier, Data Tier, Optional gateway
(Kerberos w/IIS, 3rd party portal integration,
report/dashboard requirements for images/logos).
* The install of multiple components in the same folder
has been disabled; such as FM, Cube Designer,
Samples, etc.
On Premise - Many ways to install
Cognos Analytics on Cloud
What is it?
A fully managed business intelligence platform, delivered as-a-service
on a per user/per month subscription, that offers multiple options for
price, and scale
Who would benefit?
 Mid Market, departmental or Enterprise
 Organizations with scarce IT resources looking for Flexible options
 Existing Cognos clients wishing to rapidly expand BI deployment using
Cloud
 Clients with a mixture of cloud born and on premises data sources
What does it come with?
 BI Capabilities from self-service analysis to advanced reporting authoring
 IBM experts manage infrastructure, patching and upgrades of capabilities
 Tiered, subscription as-a-service basis
 Support per standard product
 Test drive and Jumpstart services
 Back-up solution provided
VPN
Internally
available
Cognos Analytics Implementation Overview
On-Premise
• DB2
• Netezza
• Oracle
• Teradata
Cloud
• dashDB
• Google Cloud SQL
• Microsoft Azure
• Hadoop
• …..
Internet
accessible
VPN
Cloud
On-Premise
Phases to a successful upgrade
Assess:
Define requirements and
solution design
Key Activities
Assess:
Define requirements and
solution design
PROJECT TIMELINE
Go - Live
Cloud Upgrade
Test & FixMigrate
Install &
Configure
Assess
Manage – New Administrative Capabilities
 Basic administrative
capabilities
 Targeted at the
departmental admin
 Links to Cognos
Administration for admins
 Perform many of the same
tasks as in
Cognos Administration
MANAGE –
Content to support business growth
Manage users, teams,
departments
 Enable departments to
manage their users
12
Manage schedules, content
and data
 Manage access to governed
and external data
Access to functionality based on user roles
Administration Lite
(Departments)
Simplification of the Studios
 Reduced the number of
interfaces for simplicity:
Report
Dashboard
Data Module
 IBM recommends to create
new content using the new
tools
Where are the old Studios in
Cognos Analytics?
Companion applications are still available for
existing customers
 Cognos 10 Studios
 My Inbox
 Drill-Through Definitions
 My Watch Items
Portal Pages and Tabs
in Cognos Analytics
Currently
 Portal pages open in a different browser tab
 Portal Tabs are no longer accessible
Recommendations
 Users can set a report or dashboard as their
home page (not portal pages)
 Recently Used list provides a quick way for
users to get to their content
 Search has been greatly enhanced to find
content they need
New Approach to UI and Interaction -
Branding and Theming
How to make it your own
New Approach to UI and Interaction –
Customization
Customizing your
Environment
LifeCycle Manager
A tool that can streamline the upgrade process by
automating the validation of content between a source
and target Cognos environment
Compare Results
Cognos Analytics Releases
 Continuous delivery for On-Prem and on the Cloud
 Contains defect fixes and enhancements
 Installs on top, it preserves your settings and config
 IBM is Planning a Release each Quarter
R1 – Feb 2016
•Viewer enhancements
R3 – July 2016
•Dashboard calculations and filters
•Multiple packages in Reporting
•Interactivity in modeling UI
R7, R8…
R4 – September 2016
•Dashboard conditional highlighting
•Refresh timer for widgets
•Portal theming and extensibility
•Storytelling
R6 – March 2017
•OLAP support in Dashboards
•Dashboard widget connectivity
•Mapping enhancements
•Storytelling enhancements
•Shortcuts and report views
R2 – April 2016
•Accessibility
•Authoring UI updates
R5 – November 2016
•FM packages in dashboards
•Mapping and new visualizations
•Infographics and nav model
•Embed and share content
•Portal customizations
Upgrade to Cognos Analytics
Time To Install/Upgrade
QueBIT Can Help
Erik Herman
Business Analytics Training &
Development Specialist
c: 617-413-1942
e: eherman@quebit.com
Christina Hasse
BI Architect & Pre-Sales
Consultant
c: 867-269-1909
e: chasse@quebit.com
Some Ways QueBIT Can Help
 Upgrade & Environment Readiness Assessments
 We are offering up to (1) day of free services to help you plan and
define the steps to a successful upgrade to Cognos Analytics
 Packaged Upgrade Offerings (many to choose from - ask us!)
 Sign up by May 31, 2017 and receive a 20% discount on our
upgrade services
 Knowledge Transfer Workshops
 Training
Be on the lookout for an email where you can sign up for any of these
offerings.
* Cognos 10x will no longer be supported as of April 30, 2018 *
Implementation: QueBIT Training
QueBIT custom courses
Computer
based training
Custom or
generic data
Online or on
location
Any IBM
analytics course
Summary
 Options for installation
– On-Premise
– On-Cloud
– Bridge to Cloud
 New administrative capabilities for users
 A new approach to the User Interface
and interaction
 Using Lifecycle Manager to facilitate the
upgrade
 What’s in the roadmap for Cognos
Analytics?
 What can QueBIT do for you?
 Please submit questions in the Question Pane and they will be answered in the
order received as time permits
 Follow-up sessions for questions and answers are available, if needed.
Preparing for Your Cognos Analytics Upgrade April 2017 Webinar - QueBIT Consulting

Preparing for Your Cognos Analytics Upgrade April 2017 Webinar - QueBIT Consulting

  • 1.
    Preparing for Your CognosAnalytics Upgrade April 2017
  • 2.
     Today’s webinaris part of a monthly advanced webinar series offered by QueBIT. The next webinar is scheduled for May 11th where we will teach you how to Write TM1 Rules like a Pro! Register by accessing the events page on our website at quebit.com/news-events  This webinar is being recorded and attendees will receive the recording link within 24 hours  Miss a past webinar? No problem! Visit the Resources page on the QueBIT website - //quebit.com/who-we-are/video-catalog/  Please type all questions in the Question Pane located on the GTW toolbar. As time permits, the questions will be addressed and answered at the end of the demonstration.  Follow-up sessions for questions and answers are available, if needed. Housekeeping
  • 3.
    About QueBIT  TrustedExperts in Analytics  15+ years in business with managers on the team who have been working in area of Analytics for 20+ years  Full Offerings – Advisory, Implementation & Support Services, Reseller of IBM Software and Developer of Solutions  900+ successful Analytics Projects  400+ analytics customers in all types of industries  100+ employees with HQ in New York  Building an experienced team from the ground up  Deep Expertise in Business Intelligence, Information Management, Financial Analytics, Advanced Analytics  2016 Worldwide Overall Business Analytics Partner Excellence Award
  • 4.
    About the presenters….. ErikHerman  Business Analytics Training & Development Specialist  15+ years technology training, instructional design, & content development Christina Hasse  BI Architect & Pre-Sales Consultant  20+ years Cognos Consulting, modeling & implementation
  • 5.
    Agenda  Options forinstallation – On-Premise – On-Cloud – Bridge to Cloud  New administrative capabilities for users  A new approach to the User Interface and interaction  Using Lifecycle Manager to facilitate the upgrade  What’s in the roadmap for Cognos Analytics?  What can QueBIT do for you?
  • 6.
    Why Upgrade ToCognos Analytics? Accelerated business modeling and performance Redefined consumption experience for any device Redefined report authoring and analysis Completely re-designed experience Dramatically increase productivity for departmental and enterprise reporting
  • 7.
    Easy Install • Informix12.10 installed/configured for Content Store database • Apache Directory Server Expand • E.g. Expand a distributed install • Initial install must be up and running to use the Expand install… • Uses the same URL as the initial install… http://<servername>:<port#>/bi Custom • Pick and choose • Application Tier, Data Tier, Optional gateway (Kerberos w/IIS, 3rd party portal integration, report/dashboard requirements for images/logos). * The install of multiple components in the same folder has been disabled; such as FM, Cube Designer, Samples, etc. On Premise - Many ways to install
  • 8.
    Cognos Analytics onCloud What is it? A fully managed business intelligence platform, delivered as-a-service on a per user/per month subscription, that offers multiple options for price, and scale Who would benefit?  Mid Market, departmental or Enterprise  Organizations with scarce IT resources looking for Flexible options  Existing Cognos clients wishing to rapidly expand BI deployment using Cloud  Clients with a mixture of cloud born and on premises data sources What does it come with?  BI Capabilities from self-service analysis to advanced reporting authoring  IBM experts manage infrastructure, patching and upgrades of capabilities  Tiered, subscription as-a-service basis  Support per standard product  Test drive and Jumpstart services  Back-up solution provided
  • 9.
    VPN Internally available Cognos Analytics ImplementationOverview On-Premise • DB2 • Netezza • Oracle • Teradata Cloud • dashDB • Google Cloud SQL • Microsoft Azure • Hadoop • ….. Internet accessible VPN Cloud On-Premise
  • 10.
    Phases to asuccessful upgrade Assess: Define requirements and solution design Key Activities Assess: Define requirements and solution design PROJECT TIMELINE Go - Live Cloud Upgrade Test & FixMigrate Install & Configure Assess
  • 11.
    Manage – NewAdministrative Capabilities  Basic administrative capabilities  Targeted at the departmental admin  Links to Cognos Administration for admins  Perform many of the same tasks as in Cognos Administration
  • 12.
    MANAGE – Content tosupport business growth Manage users, teams, departments  Enable departments to manage their users 12 Manage schedules, content and data  Manage access to governed and external data Access to functionality based on user roles
  • 13.
  • 14.
    Simplification of theStudios  Reduced the number of interfaces for simplicity: Report Dashboard Data Module  IBM recommends to create new content using the new tools
  • 15.
    Where are theold Studios in Cognos Analytics? Companion applications are still available for existing customers  Cognos 10 Studios  My Inbox  Drill-Through Definitions  My Watch Items
  • 16.
    Portal Pages andTabs in Cognos Analytics Currently  Portal pages open in a different browser tab  Portal Tabs are no longer accessible Recommendations  Users can set a report or dashboard as their home page (not portal pages)  Recently Used list provides a quick way for users to get to their content  Search has been greatly enhanced to find content they need
  • 17.
    New Approach toUI and Interaction - Branding and Theming How to make it your own
  • 18.
    New Approach toUI and Interaction – Customization
  • 19.
  • 20.
    LifeCycle Manager A toolthat can streamline the upgrade process by automating the validation of content between a source and target Cognos environment
  • 21.
  • 22.
    Cognos Analytics Releases Continuous delivery for On-Prem and on the Cloud  Contains defect fixes and enhancements  Installs on top, it preserves your settings and config  IBM is Planning a Release each Quarter R1 – Feb 2016 •Viewer enhancements R3 – July 2016 •Dashboard calculations and filters •Multiple packages in Reporting •Interactivity in modeling UI R7, R8… R4 – September 2016 •Dashboard conditional highlighting •Refresh timer for widgets •Portal theming and extensibility •Storytelling R6 – March 2017 •OLAP support in Dashboards •Dashboard widget connectivity •Mapping enhancements •Storytelling enhancements •Shortcuts and report views R2 – April 2016 •Accessibility •Authoring UI updates R5 – November 2016 •FM packages in dashboards •Mapping and new visualizations •Infographics and nav model •Embed and share content •Portal customizations
  • 23.
    Upgrade to CognosAnalytics Time To Install/Upgrade QueBIT Can Help Erik Herman Business Analytics Training & Development Specialist c: 617-413-1942 e: eherman@quebit.com Christina Hasse BI Architect & Pre-Sales Consultant c: 867-269-1909 e: chasse@quebit.com
  • 24.
    Some Ways QueBITCan Help  Upgrade & Environment Readiness Assessments  We are offering up to (1) day of free services to help you plan and define the steps to a successful upgrade to Cognos Analytics  Packaged Upgrade Offerings (many to choose from - ask us!)  Sign up by May 31, 2017 and receive a 20% discount on our upgrade services  Knowledge Transfer Workshops  Training Be on the lookout for an email where you can sign up for any of these offerings. * Cognos 10x will no longer be supported as of April 30, 2018 *
  • 25.
    Implementation: QueBIT Training QueBITcustom courses Computer based training Custom or generic data Online or on location Any IBM analytics course
  • 26.
    Summary  Options forinstallation – On-Premise – On-Cloud – Bridge to Cloud  New administrative capabilities for users  A new approach to the User Interface and interaction  Using Lifecycle Manager to facilitate the upgrade  What’s in the roadmap for Cognos Analytics?  What can QueBIT do for you?
  • 27.
     Please submitquestions in the Question Pane and they will be answered in the order received as time permits  Follow-up sessions for questions and answers are available, if needed.

Editor's Notes

  • #10  ------------------------
  • #13 Here we are managing Security and data We also control schedules, Content, and Data Servers Access to functionality is based on User roles. Customer Quote Business analytics tools need to walk a thin line in order to deliver the easy accessibility and visualization capabilities expected in the modern marketplace while also remaining committed to high standards of data cleanliness and accuracy. It looks like Cognos Analytics will take some critical steps toward making this kind of balanced approach a reality. Scott Misage, Ironside