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Cognos 8 Administration and Security Guide .pdf
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COGNOS
(R)
8
ADMINISTRATION AND
SECURITY GUIDE
THE NEXT LEVEL OF PERFORMANCE
TM
Cognos(R) 8 Administration and Security Guide
ADMINISTRATION AND SECURITY GUIDE
Product Information
This document applies to Cognos
(R)
8 Version 8.1.2 MR2 and may also apply to subsequent releases. To check for newer versions of this
document, visit the Cognos Global Customer Services Web site (http://support.cognos.com).
Copyright
Copyright (C) 2006 Cognos Incorporated.
Portions of Cognos(R) software products are protected by one or more of the following U.S. Patents: 6,609,123 B1; 6,611,838 B1; 6,662,188
B1; 6,728,697 B2; 6,741,982 B2; 6,763,520 B1; 6,768,995 B2; 6,782,378 B2; 6,847,973 B2; 6,907,428 B2; 6,853,375 B2; 6,986,135 B2;
6,995,768 B2.
Cognos and the Cognos logo are trademarks of Cognos Incorporated in the United States and/or other countries. All other names are
trademarks or registered trademarks of their respective companies.
While every attempt has been made to ensure that the information in this document is accurate and complete, some typographical errors or
technical inaccuracies may exist. Cognos does not accept responsibility for any kind of loss resulting from the use of information contained in
this document.
This document shows the publication date. The information contained in this document is subject to change without notice. Any
improvements or changes to either the product or the document will be documented in subsequent editions.
U.S. Government Restricted Rights. The software and accompanying materials are provided with Restricted Rights. Use, duplication, or
disclosure by the Government is subject to the restrictions in subparagraph (C)(1)(ii) of the Rights in Technical Data and Computer Software
clause at DFARS 252.227-7013, or subparagraphs (C) (1) and (2) of the Commercial Computer Software - Restricted Rights at
48CFR52.227-19, as applicable. The Contractor is Cognos Corporation, 15 Wayside Road, Burlington, MA 01803.
This software/documentation contains proprietary information of Cognos Incorporated. All rights are reserved. Reverse engineering of this
software is prohibited. No part of this software/documentation may be copied, photocopied, reproduced, stored in a retrieval system,
transmitted in any form or by any means, or translated into another language without the prior written consent of Cognos Incorporated.
Administration and Security Guide 3
Introduction
13
PART 1: Cognos 8 Administration
17
Chapter 1: Cognos 8 Administration
19
Administration Tools 19
Automating Tasks 20
Setting up a Multilingual Reporting Environment 21
Configuring Your Database For Multilingual Reporting 22
Installing Fonts 22
Cognos 8 Default Font 22
Report Studio Fonts 23
Configuring Web Browsers 23
Allow User Access to Series 7 Reports from Cognos Connection 25
Restricting Access to Cognos 8 25
Chapter 2: Setting Up the Samples
27
Restore Backup Files for the Samples Databases 27
Create Data Source Connections to the Samples Relational Databases 28
Set Up Microsoft Analysis Services Cube Samples 29
Set Up the DB2 Cube Sample 30
Create Data Source Connections to OLAP Data Sources 30
Setting Up the Metric Studio Sample 31
Sources for Different Languages 32
Import the Samples 34
Sample Database Models 35
Example - Running the Sample ELM Returns Agent Against Changed Data 36
Example - Simulate the Occurrence of Initial Events 36
Example - Simulate the Passage of Time and the Resolution of Some Events 36
Example - Modify the Data So That the ELM Returns Agent Detects No Events 37
Remove the Samples Databases from Cognos 8 37
PART 2: Server Administration
39
Chapter 3: Server Administration
41
Content Manager Computers 41
Managing Database Connection Pool Settings for Content Manager 42
Sorting Entries for Non-English Locales 43
Managing Content Manager Synchronization 43
Save Report Outputs to a File System 44
Control Browsing of External Namespaces 45
Set Advanced Content Manager Parameters 45
Dispatchers and Services 45
View the Status of Dispatchers and Services 47
Stop and Start Dispatchers and Services 48
Activate a Content Manager Service 49
Remove Dispatchers from the Environment 49
Specify Advanced Dispatcher Routing 50
Specify Gateway Mappings for Series 7 PowerPlay Data 51
Set the Report Size Limit for the Report Data Service 52
Rename Dispatchers 52
Test Dispatchers 53
Table of Contents
4
Administering Failover for Multiple Dispatchers 53
Disable Chart Transparency 55
Maintain the Content Store 55
Log Messages 57
Set Logging Levels 57
Enable Users to Open Series 7 PowerPlay Reports in Analysis Studio or Report Studio 59
Secure Error Messages 60
Tune Server Performance 60
Group Dispatchers in Configuration Folders 61
Balance Requests Among Dispatchers 62
Use Cluster Compatible Mode for Dispatchers 62
Set the Maximum Number of Processes and Connections 63
Enable Session Caching 64
Maximize Usage During Peak Periods 64
Specify Queue Time Limits 65
Reduce Decimal Precision 65
PART 3: Data Management
67
Chapter 4: Data Sources and Connections
69
Data Source Security 69
Cognos Cubes 70
XML Data Sources 70
Microsoft SQL Server Data Sources 71
Microsoft Analysis Services Data Sources 72
ODBC Data Sources 72
IBM DB2 OLAP and Hyperion Essbase Data Sources 73
Performance Considerations 73
Configure Scenario Dimensions 73
Specify Balanced Hierarchies 73
Specify Measure Formats 74
Composite Software 75
Isolation Levels 75
Databases and Sorting Functions 77
Create a Data Source 77
Add or Modify a Data Source Connection 79
Update a PowerCube Connection 81
Manage Data Source Connections 82
Use Database Commands 83
Add Command Blocks While Creating a Data Source 84
Add or Modify Command Blocks for a Connection 84
Command Block Examples 85
Create or Modify a Data Source Signon 87
Chapter 5: Back Up Data
89
PART 4: Security Administration
91
Chapter 6: Security Model
93
Authentication Providers 93
Authorization 94
Cognos Namespace 94
Deleting or Restoring Unconfigured Namespaces 94
Delete an Inactive Namespace 95
Application Security 95
Chapter 7: Users, Groups, and Roles
97
Users 97
User Locales 97
Groups and Roles 98
Administration and Security Guide 5
Create a Cognos Group or Role 99
Add or Remove Members of a Cognos Group or Role 100
Chapter 8: Access Permissions
101
Set Access Permissions for an Entry 103
Example - Restrict Access to a Hierarchy of Entries 104
Trusted Credentials 105
Create Trusted Credentials 105
Chapter 9: Securing Functions and Features
107
Secured Functions and Features 107
Set Access to a Secured Function or Feature 109
Chapter 10: Initial Security
111
Built-in Entries 111
Predefined Entries 112
Specify Security Settings After Installation 113
Securing the Content Store 114
Chapter 11: Cognos Application Firewall
115
Security Features for Cognos Application Firewall 115
Data Validation and Protection 115
Logging and Monitoring 116
PART 5: Content Administration in Cognos Connection
117
Chapter 12: Cognos Connection
119
Log On 119
Log Off 119
Create a Shortcut 120
Create a URL 120
Bookmark an Entry 121
Models and Packages 121
Entry Properties 122
General Properties 122
Permissions 124
Report, Query, Analysis, and PowerPlay Report Properties 124
Job Properties 125
Agent Properties 125
Page Properties 125
Organizing Entries 126
Copy an Entry 126
Move an Entry 127
Rename an Entry 127
Disable an Entry 128
Select a Link for an Entry 128
Delete an Entry 129
Specify the Order of Entries 129
Create a Folder 129
Search for an Entry 130
Personalize the Portal 131
Managing Pages 133
Create a Page 134
Edit a Page 135
Modify a Portlet 135
Enable Communication Between Cognos Portlets 136
Share a Page 137
Portal Tabs 137
Change Your Home Page 139
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