Create and configure a package - IBM Cognos

Up to this point, we have imported, validated, modeled, and organized metadata to address the requirement to report and analyze sales and sales target information by products, time, and order methods. This modeling was done for both traditional relational reporting (query) and OLAP-style reporting (analysis) using DMR. The next step is to publish packages to IBM Cognos Connection to make both the query package and analysis packages available to authors and analysts.

You create packages, which are a subset of your model, to make metadata available to users. A package must contain all the information that a specific user or group of users needs to create reports. Each report can contain information from a single package only.

To create packages:

  1. In the Project Viewer, right-click the Packages folder, point to Create, and then click Package.
  2. In the name box, type GO Sales DW (Query), and click Next.
  3. Clear the Model namespace, expand Presentation View Query, and select Sales Target and Sales
  4. Create Package, Define objects dialog box
    Create Package, Define objects dialog box

  5. Click Next, and then choose the set of functions that you want to be available in the package. By default, all function sets are included unless you specify which function set is associated with a data source in the Project Function List dialog box located in the Project menu.
  6. Click Finish.
  7. When prompted to launch the Publish Package wizard and publish your package to the server, click Yes.
  8. In the Select Location Type dialog box, select a location where you want to publish your package. We leave the default location of Public Folders, but you can browse to any location in IBM Cognos Connection to which you have write access
  9. Clear Enable model versioning.This option is checked by default. It allows you to keep multiple copies of a model on the server, which can be useful if you want to publish a new version of the model but want existing reports to continue using an earlier copy. Note that all new reports that you author always use the most recent version of a published model. Opening an existing report in one of the studios will also cause the report to become associated with the latest version of the model.
  10. Click Next.
  11. Specify who has access to the package. Use the Add and Remove buttons to specify which groups or roles will have access to the package. When you have finished adding security, click Next.
  12. To verify your package before publishing, ensure that the “Verify the package before publishing” option is selected. Click Publish. When this option is selected, IBM Cognos Framework Manager performs a validation of your package and alerts you to any potential issues.
  13. Click Finish to close the Publish Wizard.Informational warnings that might display indicate that items in the package reference other items in the model and that those items are included in the package as well but are hidden from authors.
  14. Click Close.
  15. Repeat these steps to create and publish a package called GO Sales DW (Analysis). Select only the Sales Target Fact and Sales Fact namespaces inthe Analysis namespace
  16. Create Package, Define objects dialog box
    Create Package, Define objects dialog box

    The packages are now available in IBM Cognos Connection, and are ready for use by authors in one of the studios.

    IBM Cognos Connection, Public Folders
    IBM Cognos Connection, Public Folders

    GO Sales DW (Query) package in IBM Cognos Report Studio.

    IBM Cognos Report Studio, Insertable Objects pane
    IBM Cognos Report Studio, Insertable Objects pane

    This package displays query subjects and query items for use in studios that support relational only packages.

    GO Sales DW (Analysis) package in IBM Cognos Report Studio.

    IBM Cognos Report Studio, Insertable Objects pane
    IBM Cognos Report Studio, Insertable Objects pane

With this package, you can work with hierarchies, levels, members, attributes, and measures. This package allows for OLAP-style queries on a relational data source.

Analyze publish impact

Before you publish your package, you can see how the changes that you make to a model will affect the package and any reports that use it. You can see details about each change that was made to the package and which reports are affected by a specific change.

Reports that are authored using the package can be impacted by changes that you make to the model. For example, adding a new object to the model will not affect any existing reports. Changing the name of a query item in the model or deleting a query item does affect a report. The report definition will not be valid because the query item that it references is not in the package definition. It is important to note that changes to the model do not impact reports until the package is republished. Reports use the published package, so your changes do not have any impact until the package is republished.

The analysis is done on objects that a package uses directly as well as the underlying objects. For example, you have a model query subject that references a data source query subject. If you change the model query subject, it appears as a modified object in the analysis results. If you change the underlying data source query subject, it also appears as a modified object in the analysis results.

The following types of objects are analyzed:

  • Query subjects
  • Query items
  • Measures
  • Regular dimensions
  • Measure dimensions
  • Hierarchies
  • Levels
  • Stand-alone filters
  • Stand-alone calculations

To analyze a publish impact:

  1. In the Project Viewer, click a package that was published.
  2. From the Actions menu, click Package Analyze Publish Impact.
  3. The results of the analysis display, and you can choose to search for dependant reports. You can then take whatever action is necessary.
  4. When you are finished, click Close to close the Analyze Publish Impact dialog box.

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