IBM® IoT® Software

IBM® IoT® Software Maximo Asset Management – Version 7.6.1 Releases Cognos Analytics 11.0.11

Cognos Product, Architecture and License Overview Revision 1

CONTENTS

Revision History ................................................................................................................ iii

1 Overview ................................................................................................................ 4

2 Maximo license types and Cognos Analytics ........................................................ 5

3 Cognos Analytics Server Product Entitlement ....................................................... 6

3.1 Other Cognos Analytics products ............................................................ 10

4 Maximo Cognos Analytics License Restrictions ................................................... 11

5 Architecture Overview ......................................................................................... 13

5.1 Best Practice: Separate Reporting Database .......................................... 14

5.2 Best Practice: Separate Reporting Application Server ............................ 15

5.3 Additional Architecture Configurations ................................................... 16

6 User Access .......................................................................................................... 17

7 Cognos Roles and licensing ................................................................................ 18

8 Miscellaneous Information ................................................................................... 23

8.1 Existing Cognos Environments ................................................................ 23

9 Product Listing ..................................................................................................... 25

10 Important Considerations .................................................................................... 27

Reference Materials ......................................................................................................... 28

© Copyright International Business Machines Corporation 2018 US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

Maximo 76 Cognos Product usage and entitlement

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REVISION HISTORY

Date Version Revised By Comments

November 2018 1 PDenny Additional details

November 2018 PDenny Initial Release

1 Overview

Beginning with the Maximo 7.6.1.0 release initially delivered in July 2018, Maximo clients are entitled to the Cognos Analytics products. These products include IBM Cognos Analytics (Release 11.0.11) IBM Cognos Framework Manager (Release 11.0.11) IBM Cognos Analytics Samples (Release 11.0.11) Cognos Analytics contains multiple Cognos products including Cognos Connection, Cognos Administration, Reporting, Dashboards and web based modeling. Utilizing these powerful, enterprise tools provide additional, dynamic insight into the vast amounts of data that Maximo collects. This document provides an overview of the Cognos products entitled with Maximo, how they can be configured, along with license entitlement and restrictions, along with best practice information. Other Maximo Cognos reference materials are available detailing the integration installation guide and multiple recorded videos. Details on accessing this information is provided in the Reference Materials Section at the end of this guide.

Maximo 761 Cognos Analytics Product usage and entitlement

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2 Maximo license types and Cognos Analytics

The Maximo Cognos Analytics license entitlement is applicable to Maximo express, limited use and authorized user licenses. The Maximo Cognos Analytics license entitlement is not applicable to desktop requisition user license or self-service license types.

3 Cognos Analytics Server Product Entitlement

With the Maximo 7.6.1 Cognos Analytics license, you are entitled to a number of products. The Cognos Analytics server is the main component of the Maximo-Cognos integration and includes these tools: Cognos Administration: Administrator features including managing users, content, connections and performance.


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Data Sources: Cognos analytics introduces a new suite of features in creating data sources for your reports, dashboards or storybooks. These sources include 1. Packages. These packages can be published by utilizing object structures defined in Maximo’s Integration Framework (MIF) or by creating them directly within Cognos Framework Manager. 2. Data Server. You can define a data source connection to your Maximo Database (Either a production, replicated copy or development version) and select which tables/objects to bring in via the meta data import. 3. Files. You can directly import Maximo csv files into Cognos via a number of different methods including Application Export, Result Set Download, Report or SQL export. 4. Data Modules. Data modules can be used to combine any of the previous 3 data sources to create unique, dynamic data sources for your analytic content.

For additional details on these features, reference the Maximo Cognos Analytic playlist at: http://bit.ly/2vgmfYc

Reporting: The Cognos report development tool provides a wide suite of features targeting a range of users – from professional report developers to casual business users. From simple list reports to complex enterprise reports containing parameter inputs, conditional business logic, drilldowns and more – Cognos reporting enables an increasing level set of features appropriate to the user’s business needs and skill sets.

Dashboards: Introduced with the Cognos Analytics releases, dashboards enable the user to create clear, captivating visualizations! Through the use of themes, templates and suggested visualizations, the business or power user can quickly create visualizations for a range of use cases including project reviews, month or quarter end meetings, or analysis of work, asset, supply or maintenance management activities.


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Storybooks: Storybooks extend the dashboard features introduced in Cognos Analytics to a guided, exploration of Maximo data. Using the concept of a book where the author leads you to a greater understanding of the content from the first page to the last – storybooks guide the user thru an understanding of the presented visualizations. Storybooks enable consistent consumption of data versus a dashboard – where it is up to the user what and how they consume and act on the data.

3.1 Other Cognos Analytics products

Other products included with the Maximo Cognos entitlement include Framework Manager (FM) FM is a windows based, client tool which you may want to install on an Administrator’s or Report Developer’s machine. You may want to use this tool if you are going to modify the published models via Maximo’s Integration Framework, or if you want to create your own Maximo Cognos models.

Dynamic Query Analyzer: This Administration tool provides a visual analysis of meta data package performance, with potential areas highlighted in red.


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4 Maximo Cognos Analytics License Restrictions

IBM Maximo is licensed to distribute limited use copies of the Cognos Analytics products. Key restrictions to note on this license include: 1. The Maximo Cognos Analytics limited use license is only for use by the and the Maximo products and database. This database can be the production Maximo database or a replicated copy or copies of the Maximo database. The entitled Cognos Analytics products cannot be utilized in combination with or solely against other databases that a client may have. This includes on-premise databases or hosted database solutions.

This is highlighted in the example above. In this case, there is both a production and replicated Maximo database. Additionally, there is an external Non-Maximo database that may hold additional purchasing or user information. The Maximo Cognos entitlement enables Cognos content (data modules, reports, dashboards, storybooks and other components) to be created and run against the Maximo database only. CSV files, fields or objects from external databases cannot be combined with content from the Maximo database on the report, or used exclusively to create new Cognos content. *Note: This includes csv file uploads of non-Maximo data sources

2. The Maximo Cognos Analytics limited use license is for on-premise deployment options only. The license is not applicable in a Cognos SaaS environment.

This is detailed below with the illustration of deployment options.

If you have a Maximo on-premise deployment,

you are entitled to an on-premise deployment of Cognos

If you have a Maximo on-premise deployment,

and you want Cognos SaaS, you would be responsible for the license entitlement and support of that solution.

If you have a Maximo SaaS deployment,

you are entitled to an on-premise deployment of Cognos

If you have a Maximo SaaS deployment,

and you want Cognos SaaS, you would be responsible for the license entitlement and support of that solution.


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5 Architecture Overview

At a top level, there are three major components of the Maximo Cognos Integration as shown below. 1. The Maximo Server 2. The Cognos Analytics Server 3. The Maximo Database

To minimize any performance impact reporting may make on the Maximo instance, there are best practice recommendations in terms of configuring the server and the database.

5.1 Best Practice: Separate Reporting Database

For optimal performance, it is recommended that you configure the Cognos Analytics Server to a replicated copy of the Maximo database. The separate reporting database will insure that there is no performance to the Maximo database while running reports. The Maximo system properties, referenced in the Installation guide at the end of this document, define which Maximo database Cognos connects to.


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5.2 Best Practice: Separate Reporting Application Server

Additionally, it is recommended that you install the Cognos Analytics Server on a separate application server. Reports can consume significant CPU when executing, and again, to minimize any performance impact to the Maximo applications - Maximo and Cognos should be separated. Utilizing these two best practice recommendations leads to the recommended architecture below

5.3 Additional Architecture Configurations

Continuing with the architecture above, the first application server may be configured with multiple instances of Maximo, including the Maximo UI, Maximo Cron and Maximo Integration. Additionally, you may want to utilize BIRT reporting within Maximo for its operational reporting, direct printing or embedded Maximo ad hoc reporting capability. In this case, it is recommended that BIRT be separated like Cognos and utilize the replicated reporting database. Both BIRT and Cognos can share the same application server.


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6 User Access

Your users can access the Cognos Analytics products by launching to them via a silent log in from Maximo. (The silent log in does not require the user to input their Maximo username and password in the Cognos environment) To use this method, the user can select 'Analytics - Cognos Analytics' from Maximo or by accessing 'Cognos Reporting' from within any of the other applications. Additionally, your business or power users can directly sign into Cognos by using their Maximo username and password. To do this, they would first select their Cognos Namespace, and then enter their Maximo username and password. This feature enables them to directly access Cognos without navigating thru the Maximo applications/interface.

7 Cognos Roles and licensing

Cognos Analytics enables product access at the role level. These roles define which Cognos Analytics products and features the Maximo user has access to. With the introduction of Cognos Analytics, 4 new user roles were introduced including Analytics Administrator, Analytics Explorer, Analytics User and Information Distribution. However, with the Maximo 7.6.1 Cognos Analytics entitlement, there are no license role restrictions. Each Maximo user can utilize any of the entitled Cognos products and features. Therefore, you do not have to manage your users to either the new user roles introduced in Cognos Analytics, or the previous Cognos roles of author, administrator or viewer. Best Practice: While each of your Maximo users has access to the Cognos entitled products, it is HIGHLY recommended that you only grant security access to those Cognos products and features that your users have the technical skills and business needs for. This will enable you to govern the type and amount of content that is created – thereby insuring optimal performance and accuracy of your analytic content. Additional details on this are noted below. 1. By default, Cognos Analytics grants all users access to the ‘EVERYONE’ security group. This means that all of your Maximo users are brought into Cognos with access to ALL the administration, development and creation tools. 2. As noted above, only Maximo users with the skill sets and business needs should be granted access to Administration and Development tools to insure optimal performance and accuracy of your analytic content. 3. To best manage this, below please find steps to set up user and role level security. Note: This is one of a variety of ways that the security can be set up.


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Set up Analytics Administrator role A1. Log into on as the Analytics Administrator and go to ‘Manage’ then ‘Accounts’ and select the Cognos Namespace. A2. Navigate to the ‘Analytics Administrators’ Cognos Role. Expand the action menu and select ‘View Members’.

A3. In the ‘View Members’ screen, click the plus button. Locate your group or user from your namespace and select add. Note: The example below shows Maximo security groups and users enabled thru the Maximo namespace.

A4. Once completed, you can select ‘View Members’ under the Analytics Administrator role to confirm the user was added.

Remove Everyone from the Cognos Administrator Role B1. Staying logged in as the administrator, go to ‘Manage’ then ‘Accounts’ and select the Cognos Namespace. B2. Select the ‘System Administrator’ Cognos Role and then select the ‘Members’ tab. Notice the ‘Everyone’ security group.


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NOTE: Before removing the ‘Everyone’ group, make sure that you have performed Step A above in granting a user or specific security group access to ‘Analytics Administrators’ role. If you do not do this – after removing the ‘Everyone’ group in the step below - that role will be locked out and no further changes can be made. B3. Click on the ‘minus’ button next to ‘Everyone’. Click on ‘OK’ to confirm deletion. C. Grant other user roles C1. Review the remaining Cognos roles and assign them to your Maximo users and/or security groups as required. In the example below, Maximo user Abby is added to the ‘Author’ Security group so she can create report content.

Additional Notes: 1. To view additional details on product feature access – select Manage – Administration Console. This will open a new browser session for the Cognos Administration Console. Click on the Security tab – and then capabilities. For the selected feature, select ‘Set properties’ and the the ‘Permissions’ tab to view/modify the access as read/write/delete.

Additional Cognos reference materials can be found at the links below Security Settings after Installation: https://ibm.co/2RZO54P


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8 Miscellaneous Information

8.1 Existing Cognos Environments

If you have an existing corporate Cognos 11.0.11 environment, you can utilize this environment with Maximo 7.6. 1. However, before doing this, please take the following into consideration before proceeding with this configuration: 1. You are responsible for managing your total suite of Cognos licenses. This includes A. Insuring that your Maximo Cognos entitlement licenses are used exclusively against the Maximo database. B. Using your Maximo Cognos entitlement licenses only for the Cognos products that are entitled with the integration. For example, imagine you purchased a complete suite of Cognos product licenses for 200 users. You also have 50 Maximo licenses, which entitle you to the Cognos Analytics Server products noted throughout this guide. These Maximo licenses do not entitle the 50 Maximo users to the complete suite of corporate Cognos products and features. In this case, you would have to purchase additional production entitlement *Note: For specific Maximo or Cognos license questions, please contact your IBM Sales Representative. 2. Each version of Maximo relies of a specific version of the Cognos Analytics server. This occurs due to Cognos SDK usage, along with integrations specific for security and package publishing. If you are continually upgrading your corporate Cognos environment, you may want to utilize a separate Cognos environment for Maximo which contains the specific, fixed Cognos Version Support. - A separate, fixed Maximo Cognos instance will prevent any version or product support difference

With these considerations, your environment could be configured similar to what is shown below. Maximo is on its own application server, and then two separate application servers for Cognos are used. One for the Maximo Cognos environment, and the second is your corporate Cognos environment, which accesses additional Cognos tools and additional corporate databases as shown on the left side of the diagram below.

*Note: 1. Each client has unique corporate, business and regulatory requirements. Therefore, this environment is only shown as an example of how these components could be configured. - Some clients may choose to combine all Cognos instances (Corporate and Maximo) on the same application server - whereas others may separate them. 2. Additionally, the volume and types of Cognos reports you may execute will have a large impact on your architecture decision. If you are only going to run a very small set of Cognos reports for Maximo, you may want to utilize your existing corporate Cognos server.


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9 Product Listing

The following lists the licensed Cognos Analytics components and their corresponding ePart Numbers for the Maximo 7.6.1 releases. Cognos Analytics Server IBM Cognos Analytics Server Ltd Use 11.0.11 AIX Multilingual CNSQ9ML IBM Cognos Analytics Server Ltd Use 11.0.11 Linux on System p Multilingual CNSR0ML IBM Cognos Analytics Server Ltd Use 11.0.11 Linux on System p LE Multilingual CNSR1ML IBM Cognos Analytics Server Ltd Use 11.0.11 Linux on System z Multilingual CNSR2ML IBM Cognos Analytics Server Ltd Use 11.0.11 Linux x86 Multilingual CNSR3ML IBM Cognos Analytics Server Ltd Use 11.0.11 Oracle Solaris Multilingual CNSR4ML IBM Cognos Analytics Server Ltd Use 11.0.11 Microsoft Windows Multilingual CNSR5ML Framework Manager IBM Cognos Framework Manager 11.0.11 Microsoft Windows Multilingual CNSP8ML Cognos Analytics Samples IBM Cognos Analytics Samples 11.0.11 AIX Multilingual CNSP9ML IBM Cognos Analytics Samples 11.0.11 Linux on System p Multilingual CNSQ0ML IBM Cognos Analytics Samples 11.0.11 Linux on System p LE Multilingual CNSQ1ML IBM Cognos Analytics Samples 11.0.11 Linux on System z Multilingual CNSQ2ML IBM Cognos Analytics Samples 11.0.11 Linux x86 Multilingual CNSQ3ML IBM Cognos Analytics Samples 11.0.11 Oracle Solaris Multilingual CNSQ4ML IBM Cognos Analytics Samples 11.0.11 Microsoft Windows Multilingual CNSQ5ML

Other Products IBM Cognos Dynamic Query Analyzer 11.0.11 Linux x86-64 Multilingual CNSQ7ML IBM Cognos Dynamic Query Analyzer 11.0.11 Windows Multilingual CNSQ8ML


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10 Important Considerations

1. Maximo provides an open reporting architecture where you can utilize one or multiple reporting tools of your choice.

As noted in section 2.3, you can utilize both BIRT and Cognos Analytics in your Maximo instance – or any other combination of analytic tools.

REFERENCE MATERIALS

Additional reference materials for Maximo7.6.1and Cognos Analytics can be found below Maximo 76 Cognos Analytics 11.0.11 Integration Installation Document Provides the steps to integration Maximo with Cognos, including configuring namespaces, defining Maximo system properties and end point values, configuring Cognos data sources and importing report content. https://www-01.ibm.com/support/docview.wss?uid=ibm10719711 Maximo 76 BI Documentation: A complete listing of the Maximo 76 BI/Reporting Documentation can be found here http://ibm.co/1ybttI2 Maximo 76 Cognos Analytic Recorded Demos: Access and bookmark this playlist for the latest videos detailing a variety of aspects of the Maximo Cognos Analytics integration including: Maximo Cognos package publishing, data source creation, developing reports, dashboards, storybooks and more! http://bit.ly/2vgmfYc Cognos Analytics Community Join the Cognos Analytics community to keep updated on the latest features and functionality and hear from other Cognos users. https://ibm.co/2Mczz72


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