Cognos 8 supports many different types of data sources. The data source connection information may vary for each type of data source you use. The sections following provide information specific to individual data sources. If you require additional information about the parameters to connect to your specific data source, see the vendor documentation for the data source you are using.
In a Framework Manager model, catalogs and schemas are properties that are associated with a data source object. If present, these properties qualify any object that is generated in an SQL statement at run time.
When switching the data source against which a model is mapped, qualification levels are often removed. The Relational Database Management System (RDBMS) applies appropriate name space searches as it prepares the SQL statements it receives. Depending on the vendor, the RDBMS may look in up to two places to resolve a reference to an object. An error results if a reference cannot be resolved.
Framework Manager preserves the names of tables and columns as presented by the RDBMS. These names appear in generated Cognos SQL statements. Cognos uses quotes for the names to preserve case and to avoid conflicts with special characters or keywords.
Cognos 8 provides support for accessing secured Cognos cubes as data sources. These cubes include PowerCubes generated by Transformer 7.3 and later, Cognos Finance multi-dimensional cubes, and Cognos Planning - Contributor cubes. To access a Cognos cube that is secured to a Series 7 namespace, you must first log into the Series 7 namespace.
Transformer 8.3 supports Cognos 8 security, including the Series 7 namespace. You can also transition custom views to the Cognos 8 namespace. When you connect to a Cognos cube that is secured with Cognos 8 security, you must be logged into the namespace the cube was designed with before accessing the cube.
For information about integrating Cognos Finance multi-dimensional cubes in your Cognos 8 environment, see the Cognos Finance User Guide. For information about connecting to the Cognos Planning - Contributor unpublished (real-time) data, see the Cognos Planning Installation Guide.
Cognos supports the deployment of Cognos 8.3 PowerCubes in production environments that are secured against a single namespace. PowerCubes that are secured against multiple namespaces are not supported in production environments. For this reason, when you deploy cubes for use in production, ensure that they are secured against one namespace. To do this, select the option Restrict PowerCube authentication to a single namespace in the Signon properties. For more information, see the Transformer User Guide.
For PowerCubes, the connection information in Cognos Connection provides both a Windows and UNIX path to a cube file. If all of your report servers are installed on Windows computers, you need only use the Windows path in Cognos Connection. Similarly, if all of your report servers are installed on UNIX computers, then you need only use the UNIX path in Cognos Connection.
Note: If you are using Framework Manager, the Windows path to the PowerCube is required.
If you have report servers installed on both Windows and UNIX computers and you want the report server running the request to have access to the PowerCube in both environments, you can use both the Windows and UNIX paths in Cognos Connection. To ensure that the same data is returned regardless of the environment in which the report server accesses the cube, the same cube file must be saved in the locations specified by the Windows and UNIX paths in Cognos Connection.
PowerCubes can only be created in the Linux environment if you are using Transformer 8.3 and a Cognos 8 security provider. However, you can deploy secured Series 7 PowerCubes to Linux computers running as report servers in the Cognos 8 environment. The Content Manager computer must be running on a Series 7-compliant platform.
If you are testing the migration of your Series 7 PowerCubes to Cognos 8, you can select the authenticate with All applicable namespaces method.
If a PowerCube that you have already created a connection for has to be updated, you can update the connection in Cognos 8 without affecting users who may be currently accessing the original PowerCube.
When you use Series 7 PowerCubes as data sources, we recommend that you optimize them for Cognos 8. Optimized PowerCubes provide faster data retrieval at runtime. You optimize PowerCubes using a command line utility named pcoptimizer, which is supplied with Cognos 8. For more information about optimizing PowerCubes, see the Troubleshooting section in this guide.
If a cube contains security views and you are logged on as Anonymous, you will receive an error message. This is because Cognos 8 cannot validate the user "Anonymous" against the Cognos 8 namespace user credentials. To avoid this situation, log on to the Cognos 8 namespace with a user ID and password, and then publish the cube.
If a cube has secured its data using user classes from a Series 7 namespace, you will have to select the namespace to be used for authentication. If the options are disabled or the namespace is not listed, see "Configuring Cognos 8 Components to Use Cognos Series 7" in the Cognos 8 Installation and Configuration Guide for how to identify a Series 7 namespace to your Cognos 8 environment.
Tip: If a PowerCube has been rebuilt, you can update the connection information without affecting current users. For information about updating existing data source connections, see the Cognos 8 Administration and Security Guide.
Cognos 8 supports OLAP data sources as well
as relational data sources. The term native metadata refers to objects
such as models, packages, and queries that are based on an OLAP data
source. A namespace that contains native metadata uses this icon to indicate that it is different from namespaces
containing other types of metadata.
OLAP data sources are metadata rich data sources. Explicit modeling for these data sources is not enabled in Framework Manager and the package is published directly to the portal. For more information, see Publish a Package Based on an OLAP Data Source.
Levels are created using the generation names in the labels. If you want to alter the way levels are named, you can do this by changing the dimension build settings in the application that generated the cube. For more information, see the vendor documentation.
Relational data sources require dimensional modeling to enable them to work in Analysis Studio and to work with drill capabilities in the other studios. For more information about dimensional modeling, see Dimensions.
If you installed Cognos 8 components on UNIX servers, we recommend that you also locate the file-based data source on a UNIX server. You should then use a UNIX path, such as /servername/cubes/Great Outdoors Company.mdc to access the file. For more information, see Recommendation - Use Network Paths for File-Based Data Sources.
Compound packages contain both OLAP and relational metadata.
Depending on the types of Microsoft SQL Server data sources you are using, there are considerations you should keep in mind when defining some types of authentication.
When connecting to Microsoft SQL Server using OLE DB, you can select Cognos 8 Service Credentials as the signon type for the data source connection. This property instructs Cognos 8 to log on to the SQL Server database using the logon specified for the Cognos 8 service. Users do not require individual database signons. However, all users will authenticate to the database with the same credentials and will have the same view of the data. For production environments, individual database signons are generally more appropriate.
You should not use a Windows local system account for the Cognos 8 server logon with a Microsoft SQL Server OLE DB data source.
You can configure Cognos 8 to use a Microsoft Active Directory namespace, where users are prompted for credentials as part of the Cognos 8 logon process. You can configure Cognos 8 to use these same credentials automatically when accessing the Microsoft SQL Server data source. The data source connection for Microsoft SQL Server must be configured for An External Namespace and that namespace must be the Active Directory namespace.
You can configure Cognos 8 to use a Microsoft Active Directory namespace and to authenticate users for Cognos 8 using Kerberos authentication and delegation. You can configure Cognos 8 to automatically authenticate the user when accessing the Microsoft SQL Server data source. The following configuration is required:
The Cognos 8 gateway must be installed on an IIS Web server that is configured for Windows Integrated Authentication.
Content Manager must be installed on a Windows 2003 or Windows XP server.
Content Manager, the report server (Application Tier Components), IIS Web server, and the data source server (Microsoft SQL Server) must belong to the same Active Directory domain.
The data source connection for Microsoft SQL Server must be configured for An External Namespace and that namespace must be the Active Directory namespace.
The report servers are trusted for delegation.
For more information about installation options for the gateway and Content Manager, as well as configuring the namespace and delegating trust, see the Cognos 8 Installation and Configuration Guide.
Named sets are imported and stored as read-only calculations in the Framework Manager model. The calculation has a flag that identifies it as a named set, and a property that contains the dimension name.
When creating a connection to a Microsoft Analysis Services data source, you must specify a language. By default, the language is set to that of your computer’s regional setting. You can have only one language selection for a connection. For more information, search the Microsoft Web site (http://www.microsoft.com) or Microsoft Support Web site knowledge base (http://support.microsoft.com) for "locale identifier property".
If you want to publish a Framework Manager model that uses a different locale setting than a previously published model, you must first restart the Cognos 8 service.
Cognos 8 and PowerPlay Enterprise Server support connectivity to Microsoft Analysis Services only from a Windows platform, and both require the Microsoft Pivot Table client libraries. The following configuration is required:
Cognos 8 Service must run as a domain account, and this domain account must be trusted for delegation and impersonation because it will present the user’s credentials to Microsoft Analysis Services.
The domain account should be added in local security settings in your Windows operating system administration tools.
Note: You must restart your server after changing this property.
The domain account should be a member of the OLAP Administrators group on the Microsoft Analysis Services computer.
The OLE database for OLAP (ODBO) client must be installed. This is included in the Microsoft Analysis Services installation files.
You can configure Cognos 8 to use a Microsoft Active Directory namespace, where users are prompted for credentials as part of the Cognos 8 logon process. You can configure Cognos 8 to use these same credentials automatically when accessing the Microsoft Analysis Services data source. You must configure the data source connection for Microsoft Analysis Server for An External Namespace and that namespace must be the Active Directory namespace.
You can configure Cognos 8 to use a Microsoft Active Directory namespace and to authenticate users for Cognos 8 using Kerberos authentication and delegation. You can configure Cognos 8 to automatically authenticate the user when accessing the Microsoft Analysis Services data source. The following configuration is required:
The Cognos 8 gateway must be installed on an IIS Web server that is configured for Windows Integrated Authentication.
Content Manager must be installed on a Windows 2003 or Windows XP server.
Content Manager, the report server (Application Tier Components), IIS Web server, and the data source server (Microsoft Analysis Server) must belong to the same Active Directory domain.
The data source connection for Microsoft SQL Server must be configured for An External Namespace and that namespace must be the Active Directory namespace.
The report servers are trusted for delegation.
For more information about installation options for the gateway and Content Manager, as well as configuring the namespace and delegating trust, see the Cognos 8 Installation and Configuration Guide.
Named sets are imported and stored as read-only calculations in the Framework Manager model. The calculation has a flag that identifies it as a named set, and a property that contains the dimension name.
If you are connecting to an ODBC data source that has been set up as a user DSN, ensure that the service using the connection is running as the user who created the data source. System DSNs are not restricted to the user who created the data source.
Note: In order to create and test reports with user DSN data sources, you must set up the Cognos8 service with a user account. User DSN data sources are invisible under a system account.
When you create connections to ODBC data sources, select the vendor-specific data source type, such as Microsoft SQL Server (ODBC), from the Type menu in the New Connection wizard.
Select ODBC to connect to an ODBC data source type that does not appear in the menu.
Database vendor | Database code |
IBM Red Brick | RB |
Microsoft SQL Server | SS |
NCR Teradata | TD |
ODBC | OD |
IBM DB2 OLAP and Hyperion Essbase data sources are interchangeable and Cognos 8 works with them in exactly the same way. For example, you can connect to an Essbase data source using a DB2 OLAP connection. When you define the data source, you must choose the specific cube for the data source.
Before connecting to a DB2 OLAP or Essbase data source, some configuration is required if the data source uses scenario dimensions, balanced hierarchies, or measures.
You must choose either simple or query outlines when making calls in Essbase API.
Base your choice on the performance that you need and factors such as your network environment, the size of the databases, and the types of queries.
Use simple outline if you primarily run simple queries and use numerous cubes. If you use this option for large cubes, your queries may take a long time to run. Large temporary files may also be created as Essbase builds the necessary grid. After the grid is created, these queries typically run faster and do not increase network traffic. However, more memory is consumed.
This option is the default behavior in the Cognos environment.
Use query outline if you run numerous, complex, or advanced queries that use Cognos 8 features such as nested filtering or sorting.
To enable this option, edit the qfs_config.xml file in the cognos 8 location\configuration directory. Type the following line at the end of the <parameters> subsection of the DB2OlapODP provider section:
<parameter name="UseSecondOutline" value="true"/>
If you connect to a DB2 OLAP data source and it contains a scenario dimension, you must manually configure the scenario dimension so that Cognos 8 recognizes it. Otherwise, Cognos 8 will treat the scenario dimension as a regular dimension.
In the Hyperion Solutions Essbase Administration Services tool, assign a User Defined Attribute (UDA) named COGNOS_SCENARIO_DIMENSION to the scenario dimension.
DB2 OLAP Provider does not determine if a hierarchy is balanced or unbalanced. It considers all hierarchies as being unbalanced by default.
In a balanced hierarchy, each path descends to the same depth while the branches in an unbalanced hierarchy descend to different levels.
In the Hyperion Solutions Essbase Administration Services tool, create a special User Defined Attribute (UDA) named COGNOS_HIERARCHY_BALANCED in the outline of the DB2 OLAP database. The UDA is created for the root member of the corresponding dimension containing a balanced hierarchy.
Set the attribute to 1.
To improve the readability of the values reported, you can specify an alternative format string for any measure. Define a UDA for the appropriate members in the Account dimension:
COGNOS_FORMAT=format_string
The format_string value can be any one of the predefined number formats listed in the table below. You can use a preset numeric format to show values as millions (M) or thousands (K). For example, 1,801,791 can be shown as 1.8M or 1,801.8K.
The predefined format strings are as follows:
Format Option | Sample Value | Example |
General | 1000000 | 1000000 |
0 | 1000000 | 1000000 |
#,##0 | 1000000 | 1,000,000 |
$0 | 1000000 | $1000000 |
$#,##0 | 1000000 | $1,000,000 |
0% | 1000000 | 100000000% |
%0 | 1000000 | %100000000 |
0E+000 | 1000000 | 1E+006 |
0K | 1000000 | 1000K |
#,##0K | 1000000 | 1,000K |
K0 | 1000000 | K1000 |
K#,##0 | 1000000 | K1,000 |
$0K | 1000000 | $1000K |
$#,##0K | 1000000 | $1,000K |
0M | 1000000000 | 1000M |
#,##0M | 1000000000 | 1,000M |
M0 | 1000000000 | M1000 |
M#,##0 | 1000000000 | M1,000 |
$0M | 1000000000 | $1000M |
$#,##0M | 1000000000 | $1,000M |
With the exception of the General format string, you can also preset the number of decimal places to show, using the format_string ~n, where n is the number of decimal places. For example, 1,801,791 can be shown as $1,801,791.00 using the format string $#,##0~2. If you do not want any decimal places, end the format string with ~0.
If your client application uses a different locale, you must replace the Currency ($), Thousands (,) and Decimal (.) symbols in the format_string value for the COGNOS_FORMAT UDA with the corresponding locale symbols in effect for the client application.
If you do not specify the number of decimal places to show, or if the format string does not match one of the predefined values (including locale symbols), the General format string is used by default.
You can apply a different format for each measure. The following illustrates some examples of how you can apply different formatting to different measures:
Measure | Applied Format |
Measures (Account dimension) | COGNOS_FORMAT=#,##0 |
Units | COGNOS_FORMAT=#,##K |
Costs | COGNOS_FORMAT=$#,### |
Profits | COGNOS_FORMAT=0% |
You can choose how an attribute of a dimension is represented in a model and all associated packages. An attribute of a dimension can be represented as a separate dimension or as a property (query item) of the dimension with which it is associated. You can set this behavior when creating a package using DB2 OLAP or Essbase data sources.
In Cognos Connection, in the upper-right corner, click Launch, Cognos Administration.
On the Configuration tab, click Data Source Connections.
Click More beside the data source with which you want to create a package.
Click Create a Package.
The New Package Wizard appears.
Enter a name for the package and click Next.
Select a catalogue and click Next.
Select a cube and click Next.
Assign a language specific alias table and click Next.
Choose a language for the alias table and click Next.
Choose how to present model attributes. Select Separate the Dimensions or Properties of the dimension they are associated with. The default selection is Properties of the dimension they are associated with.
Click Finish.
You can choose how an attribute of a dimension is represented in a model and all associated packages. An attribute of a dimension can be represented as a separate dimension or as a property (query item) of the dimension it is associated with.
Set this behavior in the Metadata Wizard when you import an IBM DB2 OLAP or Hyperion Essbase data source. In the Metadata Wizard, select either Separate Dimensions or Properties of the dimension they are associated with (default).
Composite software provides heterogeneous query access by retrieving data from different data sources using a single connection. The data sources are managed by Composite software, and the connections to Composite from Cognos 8 are made using an ODBC system DSN.
For more information about using Composite, see the Composite software documentation. For more information about creating the system DSN and using Composite Information Server with Cognos 8, see Cognos 8 and Composite Information Server Getting Started and the Cognos 8 and Composite Information Server Readme on the Composite Information Server installation CD.
If you create an XML data source, you must use XML as the type of connection and specify the location of the XML document in the connection string.
You can specify the connection string for an XML data source as:
an HTTP URL that identifies the content store required to connect to the XML document.
An example is HTTP://xmltestserver.cognos.com/XML/country.xml.
Ensure that you create a Web alias for the directory that contains the XML file and that you enable directory browsing.
a file path
A Windows file path example is \\servername\XML\country.xml.
A UNIX file path example is /mount name/XML/country.xml.
a local file
An example is C:\XML\country.xml;VALIDATE=ON.
To access a local file, use a file path that uses platform-specific syntax.
To test an XML connection string, you must type the following code at the end of the string:
;VALIDATE=ON
The text of this code is not case sensitive.
In an HTTP URL connection string for an XML data source, you can use parameters to send additional information. You can embed a prompt definition string in the parameter component.
If the prompt definition is specified in the report, that value is used. Otherwise, the user is prompted to supply a value. Prompting is not supported for other types of connection strings.
An example of a URL component is addressing_scheme://network_location/path;parameters?query#fragment_identifier
Encode the parameter component with the definition string in between two sets of question marks. A prompt cannot cross a component boundary.
An example of a parameterized XML string is http://My_Network_Location/My_Path/myxml.asp?countrysid=??CanadaPrompt??
Parameterized XML connection strings have these restrictions:
When a URL component is a prompt, it cannot contain other data.
Prompts embedded in XML connection strings do not work in Framework Manager. You cannot import data from a parameterized XML connection string.
When you set up a parameterized XML connection string in Cognos Connection, the Test button does not work.
Validation of the query specification in Report Studio does not work if you are connected to a parameterized XML connection string.