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Access Optim archive file data using CognosKeep reporting while keeping online data growth under control

Skill Level: Introductory

Sambasivam (Sam) Sampathnathan ([email protected])Technical Product Manager for Optim and Optim Oracle J.D. Edwards SolutionsIBM

21 May 2009

IBM Optim Data Growth Solution can help keep data volumes under control sothat critical business applications can continue to perform well. It can also helpbusinesses maintain appropriate data for audit purposes at lower cost. Businessintelligence users, however, may need access to information that has been archived.Optim Data Growth Solution, through Optim Open Data Manager, provides universalaccess to that archived data. In this article, follow the necessary steps to set up

connectivity to data that has been archived by Optim Data Growth Solution so thatCognos users can report on that archived data.

Introduction

IBM Optim (along with IBM Data Studio) is the brand associated with IBM integrateddata management solutions. Integrated Data Management provides the ability tomanage enterprise application data and optimize data-driven applications, fromrequirements to retirement, across heterogeneous environments.

This article focuses on Optim Data Growth Solution, which provides provendatabase archiving capabilities, empowering organizations to segregate historicalfrom current data and to store it securely and cost-effectively while maintaininguniversal access to the data. With Optim Data Growth Solution, you can:

Improve performance and availability by avoiding batch process overruns,reducing the amount of data applications have to process, and speed up

Access Optim archive file data using Cognos Copyright IBM Corporation 2009. All rights reserved. Page 1 of 43
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backup and recovery times

Control costs by reducing storage and maintenance cost and speeding upapplication processing time

Mitigate risks by allowing the data you may need for compliance purposes

be in a format that cannot be altered and providing independent access toarchived data using reporting tools such as Cognos

In this article, learn the steps that are required to configure the Optim solution andCognos 8 (which includes 8.1, 8.2, and 8.3) so that Cognos report writers canaccess archived application data (such as Oracle Enterprise Applications, JDEdwards, Siebel, or custom applications). By doing so, there is no need to restorethe data into a live database, which provides greater flexibility and saves time andcost on resources to restore the data to a database.

Prerequisites

This article assumes that you have some working knowledge of Optim solutions andhave access to Optim and Cognos to perform administrative tasks.

This article assumes you have the following software installed:

Optim, Version 6.x or 7.x, including Optim Open Data Manager (ODM),which is required to access compressed archive files for independentaccess to applications, reporting tools such as Cognos, or both.

Cognos 8 (8.1, 8.2, 8.3) on Windows (installed and configured)

Overview of the solution

Figure 1 illustrates the solution architecture. This articles focuses on the stepsneeded to configure the connectivity between Cognos and Optim Open DataManager (ODM) (circled in Figure 1). ODM is required for independent access toOptim's archive files from native applications or reporting tools such as Cognos, andit provides ODBC or JDBC driver connection to Optim archive files.

Figure 1. Architecture of the solution

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Overview of the configuration steps

The configuration steps are outlined in Figure 2. The key is to define ODBC datasources for Optim archive files or its collections that you want to access usingCognos for reporting needs. The ODBC data sources must be known to both ODMand Cognos. Cognos will connect to ODM using ODBC DSN, then ODM will accessthe desired archive file or collection.

Figure 2. Process flow of the solution

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This article covers the following configuration steps (illustrated in Figure 2):

1. Create Open Data Manager (ODM) Data Source Name (DSN) for Optimarchive files or collections and ensure connectivity. The ODM data sourceconfiguration is mandatory for Cognos or for any other reporting tool toaccess Optim's compressed archive file data.

2. Create ODBC Data Source using ODBC Administrator on Windows andensure to select the appropriate ODM DSN during ODBC data source

configuration. The ODBC data source creation is required for Cognos toaccess the archived data using ODM.

3. Create the data source in Cognos and include the appropriate ODBC datasource created in Step 2. For Cognos data source configuration, there aresome minor configuration differences between Cognos 8.1/8.2 and 8.3;this article outlines the steps required for both these releases.

4. With the Cognos data source created in Step 3, access the archived dataand create reports using Cognos Framework Manager.

Ensure Open Data Manager connectivity to Optim archived fileor collection

This step is a basic check to ensure that you have installed ODM and configured itcorrectly to access the archived file or collection you want to use in the Cognosreport creation. Figure 3 shows a configuration from ODM for Optim archived file and



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collection.

CUST1 is a single archived file of customer data

COLL1 is an archived file collection

Figure 3. Sample ODM configuration

(Click here to see a larger image of Figure 3.)

After successfully configuring the ODM data source(s), use the ODM nav_utilexecutable to test ODM DSN connectivity to the archive file or collection data. Thenav_util usually gets installed as part of the ODM installation and can be foundunder the ODM install directory path. The default location is C:\ProgramFiles\Attunity\Server\tmp. For more details, see the Optim product documentation.

Figure 4. Nav utility shows connectivity to archive file data


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Create ODBC data source using ODBC Administrator inWindows

For Cognos access to Optim archive file or its collection data, you must define anODBC data source in Windows. To do this, you must create an ODBC data sourcefor each of the ODM data sources defined in the previous section. In this case, youhave two data sources one for CUST1, and one for COLL1. Use the followingsteps to create an ODBC DSN for CUST1:

1. From the Windows control panel, click on the Administrative Tools >ODBC Data Source Administrator.

2. Select the User DSN tab or the System DSN tab, then click on the Addbutton:Figure 5. ODBC Administrator dialog



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3. Select Attunity Connect Driver from list, then click on Finish:Figure 6. Select Attunity Connect Driver



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4. Enter the name of the data source (in this example, Attunity_Cust-Test),then click on Next:Figure 7. Name the DSN



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5. Use the defaults from the binding list, or select NAV, then click on Next:Figure 8. Select the defaults, or select NAV



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6. Select the appropriate data source name by clicking the browse button(looks like an ellipses []) under the "Default Data Source" selection. Forthis example, select the CUST1 DSN, which is configured in ODM toaccess a single archive file data, then click on Finish:Figure 9. Choose the data source



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Configure the data source in Cognos

This article assumes that you have installed and configured Cognos correctly.

Cognos 8.1 or 8.2

The steps in this section outline the configuration required to set up a data source inCognos 8, Version 8.1 or 8.2 to access the archive file using ODM DSN.

1. Launch the Cognos Connection Web portal, and select Tools:Figure 10. Select Tools from Cognos Connection portal



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2. Select Directory from the drop-down list:Figure 11. Select Directory



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3. From the Directory Web page, select the Data Sources tab:Figure 12. Select the Data Sources tab



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4. Click on the New Data Source icon, as circled in the Figure 13:Figure 13. Select New Data Source icon

5. In the Name field, specify the data source name that the user will see inCognos. (This example uses the name "ODM Cust Test".)Figure 14. Create a data source



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6. Click on Next, and select ODBC from the Type drop-down list:Figure 15. Specify ODBC from the drop-down list

7. Click on Next, and specify the same ODBC data source name as you

created in the previous section (in this example, Attunity-Cust_Test):Figure 16. Specify the ODBC data source name



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8. From the same Configuration page, scroll down, and click on Test theconnection:Figure 17. Test the connection



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9. Click on the Test button:Figure 18. Test the connection (2)



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10. As shown in the Figure 19, you should see a successful status message.Click on Close twice to go back to the Data Source Configuration page:Figure 19. Connection succeeded message

11. Click on Finish to save the configuration:Figure 20. Click Finish after testing the connection



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These steps complete the Cognos data source creation to access the Optim archive

file data.

Cognos 8.3

The steps in this section outline the configuration required to set up a data source inCognos 8, Version 8.3 to access the archive file using ODM DSN.

1. From the Cognos Connection Web portal, click on Launch, and selectCognos Administration:Figure 21. Launch Cognos Administration



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2. In the Cognos Administration page select the Configuration tab:

Figure 22. Select Configuration tab



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(Click here to see the entire image of Figure 22.)

3. Click on the New Data Source icon, as circled in the Figure 23:Figure 23. Select New Data Source icon



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4. In the Name field, specify the data source name that the user will see inCognos. This example uses the name "ODMTEST".Figure 24. Name the data source



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5. Click on Next, and select Composite (ODBC) from the Type drop-down

list:Figure 25. Choose ODBC as the type



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6. Click on Next, and specify the same ODBC data source name and

connection string as you created in the previous section. In this example,assume that you have created the ODBC data source name as"COGTEST".Figure 26. Specify ODBC data source name



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7. From the same Configuration page, scroll down and click Test theconnection:Figure 27. Test the connection



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8. Click on the Test button:Figure 28. Test the connection (2)



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9. Verify that the connection succeeded, then click on Close twice to goback to the Data Source configuration page.

10. Click on Finish to save the configuration.

This completes data source configuration for Cognos reports to independentlyaccess the Optim archive file or collection data.

Make the archive data accessible to report writers usingCognos Framework Manager

In this step, use the Cognos Framework Manager client to access the Optim archivefiles.

1. After you've configured the data source in Cognos Administration, launchthe Framework Manager from the Windows Program list.

2. Click on Create a new project.Figure 29. Create a new project in Cognos Framework Manager



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3. Enter the project name (this example uses COGTEST), and click on OK:Figure 30. Name the project



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4. Select the design language for the project, and then click on OK:Figure 31. Select a language



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5. From the Metadata Wizard, select Data Sources, and click on Next:

Figure 32. Select data source



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6. Select the appropriate Cognos data source from the list (in this example,it's ODMTEST), and click on Next:Figure 33. Select the data source



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7. The Select Objects Wizard lists the schema name, the database ownernames, or both that are included in the archive file, along with the objectsin the archive file such as tables, view, synonyms, and so on. Expand thetree to view the objects that are included in the archive file.

8. Select the appropriate database objects that you want to have availablefor reporting, then click on Next:Figure 34. See objects in the archive file



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9. Select Import to generate the relationships in Cognos:Figure 35. Import the relationships



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10. Click on Finish, which will take you back to your project in the CognosFramework Manager:Figure 36. Back to the project page in Cognos Framework Manager



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11. Select File > Save to save the project details for Cognos users to createreports:Figure 37. Save the project



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After you save the project, create a package for the project and publish that on theCognos Connection Manager portal. Using the published package, the Cognos userwill be able to create their custom report using Cognos Report Studio, Event Studio,Query Studio, and Analysis Studio.

To create the package, select Actions > Create > Package. Figure 38, below,

shows the Package option disabled, as it was taken after creating the package:

Figure 38. Create a package



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Once the package gets published, it appears on the Cognos Connection Manager:

Figure 39. The new package is now available from Cognos ConnectionManager



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Users can then create reports. To do so, select the package and click on Launch.They can choose the appropriate tool from there to create their reports.

Figure 40. Select a reporting tool



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The report illustrated in Figure 41 is created using the Cognos Report Studio, whichcan be saved as an XML, HTML, PDF, and more:

Figure 41. Report on archived data using Report Studio



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Using Cognos Query Studio, the user is able to design a custom report and save it inany of the following supported format: HTML, XML, PDF, Word, Excel, and more.

Figure 42. Design the report



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Using Cognos Event Studio, the user is also able to create reports and differenttypes of charts for upper management.

Figure 43. Use Event Studio to create charts



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Conclusion

The configuration steps described in this article show how an enterprise canefficiently utilize Optim Data Growth Solution for its enterprise data managementneeds, as well as how Optim Data Growth Solution provides access to archive datafor ad-hoc, audit, or e-discovery requests. These steps help you to access archivefile data from its compressed file format and provide independent reportingcapabilities.



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Resources

Learn

Optim Data Growth Solution: Learn more about Optim Data Growth Solution.

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Optim LUW discussion forum: Share innovative ideas and experiences withothers who have implemented any of the solutions in the Optim LUW portfolio.

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About the author

Sambasivam (Sam) Sampathnathan

Sam Sampathnathan has worked with Optim technologies for over five years. Heworked as an Optim J.D. Edwards integration lead and has successfully implementedOptim and Optim JDE solution for several customers across the globe. Currently, heis responsible for the Optim JDE solutions offering, as well as Optim integration toother IBM products.

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