Cognos 7 to 8 Migration

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COGNOS SERIES 7 TO COGNOS 8 MIGRATION
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COGNOS SERIES 7 TO COGNOS 8
MIGRATION

Wipro – Confidential

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Author
Aravindhan Ranganathan
Project Engineer
Wipro Technologies
Chennai
E-Mail: [email protected]

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TABLE OF CONTENTS
1. Introduction.......................................................................................................5
7. Export Impromptu Catalogs.................................................................................26
9. References.......................................................................................................53

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1. Introduction
If you decide to migrate your existing applications, a migration project requires a
significant commitment of time and resources. A small migration project will take several
weeks. For a large Cognos Series 7 deployment, a migration project can last several
months. Thorough planning, including identifying specific goals for the migration project,
ensures that the migration meets expectations and adds value to your business
intelligence environment.



Understand How Cognos 8 is Different from Cognos Series 7



Assess the Size and Complexity of Your Cognos Series 7 Application



Identify How Cognos 8 Adds Value to Your Cognos Series 7
Application

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The migration and upgrade process consists of the following steps:








Familiarize yourself with the overall migration and upgrade process and
considerations.
Set expectations about the migration and upgrade process
Review the Cognos Series 7 applications and identify the parts to migrate and
upgrade.
Using the appropriate migration and upgrade tools, move a representative subset
of your Metadata and applications to a Cognos 8 test environment.
Develop a plan for completing the migration and upgrade.
Move metadata and applications to the Cognos 8 production environment.
Test and refine the content.

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2. Cognos Series 7 Products Migrated With Tools

Impromptu
You can migrate Impromptu catalogs and reports to Cognos 8. You use migrated catalogs
as a metadata source for Framework Manager. After completing the catalog migration
process, you can migrate and deploy Impromptu reports
PowerPlay
You can upgrade PowerPlay Web Explorer reports to Cognos 8 using the migration and
upgrade tools. This release of the migration and upgrade tools is only for reports created
with PowerPlay Web Explorer. You cannot use the migration and upgrade tools to migrate
PowerPlay for Windows reports, or PowerPlay for Windows reports published to PowerPlay
Web Viewer.
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Cognos 8 supports the use of cubes as a data source. You do not have to migrate or
upgrade cubes used in Cognos Series 7.
Upfront
You can migrate Upfront content to Cognos 8. The migration process maps the Upfront
content structure to a Cognos Connection folder structure. By preserving the existing
Upfront organization, it is easier to complete administrative tasks, such as applying
security to the migrated content.
Impromptu Web Reports
You can migrate Impromptu Web Reports to Cognos 8. You migrate Impromptu Web
Reports using a Deployment Manager package as the migration source. Before you
migrate Impromptu Web Reports you must migrate the Impromptu catalog metadata used
by the reports

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Architect
You can migrate Architect models for use as a metadata source for Framework Manager.
Security
You can include Cognos Series 7 security information when you migrate Cognos Webbased content in Upfront. The Cognos Series 7 migration tool has options for including
access control list (ACL) information from Upfront in the migration package.

3. Cognos Series 7 Products Not Migrated With Tools
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The following Cognos Series 7 products and components are not migrated by the
migration and upgrade tools. However, you can duplicate most content or functionality in
Cognos 8.
Cognos Query
The migration and upgrade tools do not move Cognos Query objects to Cognos 8. The
migration log file identifies Cognos Query objects found in the migration source. You can
duplicate most Cognos Query functionality in Cognos 8. Foundation queries are available
in Cognos 8 when you migrate an Architect model. Also, you can manually replicate saved
queries using SQL components in Report Studio.
Cognos Visualizer

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The migration and upgrade tools do not move Cognos Visualizer objects to Cognos 8. You
can duplicate most Cognos Visualizer functionality using the charting, layout, and
formatting options in Analysis Studio or Report Studio.
Cognos Notice Cast
The migration and upgrade tools do not move Cognos Notice Cast objects to Cognos 8.
You can duplicate most alert and notification functionality using Event Studio.
Cognos Web Services
The migration and upgrade tools do not move Cognos Web Services objects to Cognos 8.
You can duplicate most Cognos Web Services functionality using the Cognos 8 Software
Development Kit.
CognosScript

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The migration and upgrade tools do not move CognosScript objects to Cognos 8. You can
duplicate automation functionality using the Cognos 8 Software Development Kit.
Cognos Portal Services
The migration and upgrade tools do not move Cognos Portal Services objects to Cognos 8.
You can duplicate most Cognos Portal Services functionality using Cognos Connection.

4. PowerPlay Cubes Migration to Cognos 8
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Cognos 8 supports the use of cubes as a data source. You do not have to migrate or
upgrade cubes used in Cognos Series 7. However, before deploying upgraded PowerPlay
Web Explorer reports in Cognos 8, you must do the following:


Create data source connections for the cubes associated with the
reports.



Use the cube data sources in a Framework Manager model.



Publish a separate Framework Manager package for each cube.

Use the cube name as the package name. For example, if the reports use a cube named
Great Outdoors, name the package Great Outdoors. By using the cube name for the
package name, you do not have to edit the nameMap.xml to ensure correct package
mapping.

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Database signons are not migrated or upgraded. If required, you must add
the database signons in Cognos 8.

You can continue to use Cognos Series 7 Transformer to build and maintain the
PowerCubes used in Cognos 8. You can also use Cognos 8 OLAP Builder to create and
maintain cubes for Cognos 8.
There are two methods for upgrading PowerPlay Web Explorer reports:
• You can use the migration and upgrade tools to upgrade a set of PowerPlay Web
Explorer reports from the Cognos Series 7 environment to the Cognos 8 environment.
• If you already published PowerPlay reports from Cognos Series 7 version 2 (7.3) MR3 to
Cognos 8, and the Cognos 8 migration tools are installed, you can upgrade individual
reports from Cognos Connection. To use this option, in Cognos Connection, select either
Open with Analysis Studio or Open with Report Studio from the available actions,
and then save the report. The report is upgraded to the studio you used to open the
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report. The original PowerPlay report is still available in Cognos Connection. You must
enable PowerPlay report upgrade capability in Cognos Connection before you can use this
option.
The migration and upgrade tools attempt to preserve as much of the report structure,
functionality, and formatting as possible from the original report. However, there may be
differences between the original and upgraded versions of reports.
The target Cognos 8 applications for PowerPlay Web Explorer reports are Analysis Studio
and report Studio. By default, reports are migrated to Analysis Studio. Because equivalent
report features may be available in only one of the target studios, the deploytoc8
command includes options for mapping reports to the most appropriate studio.

5. Migration Of Impromptu Catalogs, Architect Models and Reports

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You can migrate Architect models and Impromptu catalogs for use as metadata sources in
Framework Manager. The metadata migration tools export the Cognos Series 7 metadata
to an XML format file. In Cognos 8, you can use the XML file as a metadata source in a
Framework Manager model.
To migrate metadata from Cognos Series 7 to Cognos 8, complete the following steps:


Ensure that supported versions of Cognos products are installed and working
correctly on the source and target computers.



Test the Cognos Series 7 metadata to ensure that the Architect models and
Impromptu catalogs do not contain errors that may cause problems after migration
to Cognos 8.

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Ensure that Framework Manager and Architect use the same locale settings.
Otherwise, locale specific data formats, such as list and decimal separators, may be
invalid.



Install the required migration tools on the source computers.



Export the Cognos Series 7 metadata to XML format.



Import the metadata into Framework Manager



Create data source connections in Cognos 8



Test the imported metadata

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The following diagram shows the workflow for migrating Cognos Series 7 metadata to
Cognos 8.

Export Architect Models
Export Architect Models
Export Architect Models
Export Architect Models
Export Architect Models
Export Architect Models

6.

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Export Architect Models
Export Architect Models

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6. Export Architect Models
arch2xml

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The arch2xml migration tool converts an Architect model to an XML format file that you
can use as a metadata source in Framework Manager. The migration tool does not change
the .cem file.

Steps for One Model

1. Open a command prompt window and go to the bin directory of the Cognos Series 7
installation. For example, C:\Program Files\Cognos\cer4\bin.
2. Run the arch2xml command with the appropriate parameters .Ensure that the
command line includes the appropriate parameters including authentication information.
3. When the export process is complete, confirm that the XML file is in the target location.
Steps for Multiple Models

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1. Create a batch file that includes a command line for each model that you want to
export. Ensure that each command line includes the appropriate parameters including
authentication information.
2. Save the batch file to the bin location where you installed the arch2xml migration tool.
For example, C:\Program Files\Cognos\cer4\bin.
To run the batch file from a different location each command line must include the full
path for the arch2xml tool.
3. Run the batch file.
4. When the export process is complete, confirm that the XML files are in the target
location. The export of the Architect models is complete. Transfer the XML files to a
Cognos 8 Framework Manager computer for use as a metadata source. After you create
the required data source connections, import the XML files into Framework Manager.

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7. Export Impromptu Catalogs
impcat2xml
The impcat2xml migration tool converts an Impromptu catalog to an XML format file that
you can use as a metadata source in Framework Manager. The migration tool does not
change the .cat file.
Steps for One Catalog
1. Open a command prompt window and go to the migs7 directory of the migration tool
installation. For example, if you installed the migration tool to the default Cognos Series 7
version 3 location, go to C:\Program Files\Cognos\cer4\migs7.

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2. Run the impcat2xml command with the appropriate parameters. If the catalog is
secured and you do not provide a user ID and password in the command, the migration
process prompts you for authentication information.
3. When the export process is complete, confirm that the XML file is in the target location
and review the log file for warnings and errors.

Steps for Multiple Catalogs
1. Create a batch file that includes a command line for each catalog that you want to
export. Ensure that each command line includes the appropriate parameters including
authentication information.
2. Save the batch file to the migs7 directory where you installed the impcat2xml migration
tool. For example, if you installed the migration tool to the default Cognos Series 7 version
3 location, save the batch files in C:\Program Files\Cognos\cer4\migs7.
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To run the batch file from a different location each command line must include the full
path for the impcat2xml migration tool.
3. Run the batch file.
4. When the export process is complete, confirm that the XML files are in the target
location and review the log file for warnings and errors.

The export of the Impromptu catalogs is complete. Transfer the XML files to a Framework
Manager computer for use as a metadata source. After you create the required data
source connections, import the XML file into Framework Manager.

8. Steps To Use Power Play Cubes In Cognos 8 Analysis Studio
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1) Open Framework Manager and create a new project. Give the name as
CubeSource

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2) From the Select Metadata Source Wizard select Data Source. Then Click on next.

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3) Then click new Data Source and Click Next

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4) From the Type Drop Down list box select Cognos PowerCube. Then click on Next.

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5) Give the Windows Path of the cube in the Windows Location text box. Give the full path
including the extension. E.g.“C:\Cubes and Reports\Great Outdoors Company.mdc”. If
your Cube has any Signon Give the Cube credentials and Test the Connection. Then Click
Finish.

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6) Now the Cube is opened as a project in Framework Manager. Create a package.

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7) Right Click on the Package the Publish the same.

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Package Publishing.

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8) Open your Cognos Connection. Now you can see a folder for the Cube you just
published in the Public Folder. Now Click on Analysis Studio.

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9) Select the Cube you created (CubeSource) as the Package for Analysis Studio.

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10) Now you can see the Dimensions, Facts and Measures in the Insertable Object Pane.
Pull the required data to the Rows, Columns and Measure area of the Crosstab report and
analyze your data.

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9. References


Cognos Migration Document

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