Ibm Cognos B Iund Pmfj
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IBM Cognos BI and PM
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Ibm Cognos B Iund Pmfj
- 1. IBM Cognos BI & Performance Management Friedel Jonker, Manager Business Development Analytics & Performance Management
- 3. Consolidation within the BI & PM Market
- 4. Applications & Blueprints Access & Interactivity Universal Capabilities Business Modeling Performance Management Platform IBM Cognos Performance Management System Information Infrastructure
- 5. Adaptable for Heterogeneous Environments: One Product, One Architecture USER Purpose-Built Web Services Architecture SERVICES Zero Footprint Task-Based Interfaces Open Data Access DATA Warehouses (Relational & OLAP) (SAP BW, etc.) Transaction Systems (SAP R/3, non-SAP) Flat, Legacy or Modern … Security Presentation Query Schedule & Burst Metadata Reporting Analysis Scorecarding Dashboards Search Event Management Office Connection Query …
- 6. Applications & Blueprints Access & Interactivity Universal Capabilities Business Modeling Performance Management Platform IBM Cognos Performance Management System – Performance Management Platform
- 7. Applications & Blueprints Access & Interactivity Business Modeling Performance Management Platform IBM Cognos Performance Management System – Universal Capabilities Information Infrastructure
- 8. Data Access Strategy Applications & Blueprints Access & Interactivity Universal Capabilities Business Modeling Performance Management Platform Modern and Legacy Sources Application Sources (SAP, Lawson, Oracle, etc) OLAP Sources (SAP BW, Essbase) Message Sources Relational Sources Open data access
- 9. IBM Cognos Performance Management Platform Exploit existing infrastructure choices Integrated & optimized with IBM infrastructure Metadata Content Security Services API Content Model Admin Upgrade IT Tools Query Service Movement Service Calculation Service Presentation Service Event Service Streaming Service Shared Set of Purpose-Built Services Security Service Cognos 8 Bus – Dispatcher SOAP, XML Scheduling Service Data Integration & Data Quality Tools Platforms & Databases Security Providers & Firewalls Application & Web Servers Cognos 8 Architecture User Experience Infrastructure Fit Universal Capabilities Access and Interactivity Business Modeling Modern and Legacy Sources Application Sources OLAP Sources Access to All Data Message Sources Relational Sources Open Data Access Common Business Model System Content Metadata, Events Search Index, Audit Logs, System Metrics Optimized OLAP 64-bit in-Memory High Performance Streaming Cache Shared Dimensions Personal Datasets Plan & Report Saved Objects Attachments, Annotations Initiatives, Metrics
- 11. IBM Cognos 8v4 Interoperability with SAP NetWeaver ® Cognos Software Certifications SAP NetWeaver Components SAP NetWeaver ® Portal SAP ® Web Application Server SAP NetWeaver ® Business Warehouse Enterprise Portal iViews (EP-BP) SAP Web Application Server (J2EE-DEP) OLAP BAPI interface SAP BW (BW-OBI) SAP ® Business Suite (ECC) SAP ERP Central Component 6.0 SAP, SAP NetWeaver and SAP R/3 are registered trademarks of SAP AG in Germany and in several other countries.
- 12. Integration with SAP NetWeaverTM Portal Browse Content Search Content View Specific Content View Alerts View Metrics
- 14. Virtual View Manager vs. Information Server? Yes No SAP Transports Yes (4.5, 4.6, 4.7, 5.0, 6.0) Yes (4.6, 4.7, 5.0, 6.0) SAP R/3 & ECC ETL tool EII tool Feature Alternative to SAP BW Real-time access Advantage Separate license (LP: US70K@2CPU) Part of C8 BI (bundled) License Informations Server Virtual View Manager Cognos Component
- 17. Current Ways to Improve BW Query Performance Summarized (or subset) materialized views of InfoCube data Accelerates response for similar queries by caching query result sets, and reading from cache instead of DB Run popular queries in background (off hours) and push summary views of updated data to users – via IBM Cognos 8 Exploit DB2 Performance Features for SAP BW BW Accelerator Aggregates OLAP Cache Reporting Event Management Content Scheduling IBM DB2
- 18. IBM Cognos 8 Integration & Interoperability with SAP BW Indexed InfoCubes 1 2 3 4 5 6 Business Warehouse BWA OLAP BAPI IBM Cognos 8 SOA IT Tools Shared Set of Purpose-Built Services Open Data Access Services API Business Content Common Business Model
- 19. Infrastructure IBM Cognos 8 BI IBM Cognos 8 Studios InfoCubes & MultiProviders DataStore-Object SAP ERP Other Data Sources SAP BW/BI MS Excel / TM1 Web Non-SAP Data Sources IBM Cognos TM1 TM1 Turbo Integrator (ETL) 64bit cube in memory technology TM1 SAP Connector Non-SAP Data Sources
- 20. Design Principles for BI & Performance Management IT ownership Biz ownership Model driven Future Internal Information Past External Information Data driven
- 21. Design Principles: SAP BW and TM1 IT ownership Biz ownership Future Past External Information Internal Information SAP BW (ROLAP) IBM Cognos TM1 (OLAP) Data driven Model driven
- 23. Lade- und Kalkulationszeit in Minuten (Note: This chart, based on Median Load/Calculation Time in the OLAP Survey 6 data, was created by IBM Cognos.)
- 24. SAP BW & BWA vs. TM1 and PowerPlay
- 27. © Copyright IBM Corporation 2010 All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Cognos, the Cognos logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.
Notas del editor
- <Context: putting ERP in a box and differentiating between transaction processes and management processes> IT investments to-date have been on back office (lights on support for operations) Transaction processes and known and repetitive, and single-sourced <build> Management processes are different – dynamic, iterative, multi-sourced 3 key areas Management process – planning and budgeting, bringing closed financial numbers to public Exception management – i.e. sales transaction with exceptionally high discount. Not a one-line decision, look at all aspects touching multiple functions (sales history, customer support, receivables) Market reaction – i.e. competitor acquisition Market trend towards investing in systems to support management processes <Optional Detail:> Three key focus areas include: Management Process: For example, the post close process to take end of fiscal year numbers from completed to public communication there are a number of process steps each requiring related information: Internal numbers reviews, Formalized C-level review, Auditor reviews and sign off, Board review and sign off, preparing statutory reports, then EDGARizing the reports to match SEC requirements and releasing the numbers to the SEC. Other examples of management process that are outside the scope of transaction systems include investment portfolio analysis, or setting up the corporate budget or plan Exception management: for example, addressing variances from Plan or over expectations based on last quarter results, or more tangibly, if a high discount rate for a sale needs approval. After getting flagged, likely by an event, management will not make the one-line decision, but will want to understand the situation from multiple facets before making a call – what is the rep’s history? Do they make a habit of having high discounts? What is the customer history? Are they a good customer? Do they have outstanding receivables? Could the deal be lost without the discount? And then there may be layers of approvals before the transaction is sent back down to the transaction process to finish off. Reaction to market changes – for example competitor consolidation, etc…. Where similar analysis and adjustment to plans may be required.
- That is why Cognos delivers a Performance Management System – a system that is designed not as multiple tools, applications or systems, but a single PM System that can meet the needs of all users, in any department – including Finance, Operations, Sales or Marketing. For the past 18 years, Cognos has been focused on delivering business-friendly BI and performance management solutions that are also easy to deploy and manage. From the inception of PowerPlay in 1990…to today as part of IBM, Cognos has continually evolved its solutions, moving more toward user-centric and collaborative performance management solutions. One of the biggest shifts in this evolution was the re-architecture of our platform in the early 2000s – a re-architecture that has enabled us to adapt quickly to your increasingly complex environments. Purpose-built from the ground up as a web services-based service-oriented architecture, this new platform, Cognos 8 , now serves as our foundation for BI and Performance Management. It is Cognos 8 that is at the heart of our complete Performance Management System. Founded on a purpose-built SOA Platform that is open and fits your complex environments , this system allows you to leverage existing investments in transaction systems, data sources, application servers, security systems, portals and more. It delivers the full range of capabilities business users need to monitor the business, make better decisions and plan for better business outcomes. It offers applications and blueprints based on proven practices to accelerate the success of your solutions <CLICK to show IBM portion> And since our acquisition by IBM, we’ve tightened the integration with IBM’s information infrastructure to make it easier for you to solve your information challenges.
- That is why Cognos delivers a Performance Management System – a system that is designed not as multiple tools, applications or systems, but a single PM System that can meet the needs of all users, in any department – including Finance, Operations, Sales or Marketing. For the past 18 years, Cognos has been focused on delivering business-friendly BI and performance management solutions that are also easy to deploy and manage. From the inception of PowerPlay in 1990…to today as part of IBM, Cognos has continually evolved its solutions, moving more toward user-centric and collaborative performance management solutions. One of the biggest shifts in this evolution was the re-architecture of our platform in the early 2000s – a re-architecture that has enabled us to adapt quickly to your increasingly complex environments. Purpose-built from the ground up as a web services-based service-oriented architecture, this new platform, Cognos 8 , now serves as our foundation for BI and Performance Management. It is Cognos 8 that is at the heart of our complete Performance Management System. Founded on a purpose-built SOA Platform that is open and fits your complex environments , this system allows you to leverage existing investments in transaction systems, data sources, application servers, security systems, portals and more. It delivers the full range of capabilities business users need to monitor the business, make better decisions and plan for better business outcomes. It offers applications and blueprints based on proven practices to accelerate the success of your solutions <CLICK to show IBM portion> And since our acquisition by IBM, we’ve tightened the integration with IBM’s information infrastructure to make it easier for you to solve your information challenges.
- That is why Cognos delivers a Performance Management System – a system that is designed not as multiple tools, applications or systems, but a single PM System that can meet the needs of all users, in any department – including Finance, Operations, Sales or Marketing. For the past 18 years, Cognos has been focused on delivering business-friendly BI and performance management solutions that are also easy to deploy and manage. From the inception of PowerPlay in 1990…to today as part of IBM, Cognos has continually evolved its solutions, moving more toward user-centric and collaborative performance management solutions. One of the biggest shifts in this evolution was the re-architecture of our platform in the early 2000s – a re-architecture that has enabled us to adapt quickly to your increasingly complex environments. Purpose-built from the ground up as a web services-based service-oriented architecture, this new platform, Cognos 8 , now serves as our foundation for BI and Performance Management. It is Cognos 8 that is at the heart of our complete Performance Management System. Founded on a purpose-built SOA Platform that is open and fits your complex environments , this system allows you to leverage existing investments in transaction systems, data sources, application servers, security systems, portals and more. It delivers the full range of capabilities business users need to monitor the business, make better decisions and plan for better business outcomes. It offers applications and blueprints based on proven practices to accelerate the success of your solutions <CLICK to show IBM portion> And since our acquisition by IBM, we’ve tightened the integration with IBM’s information infrastructure to make it easier for you to solve your information challenges.
- Finally, all of these business capabilities rely upon a central performance management platform that spans all data sources, systems, technologies and is built to cost effectively scale to meet high expectations and growing user demands; The Performance Management Platform is enterprise-class and architected from the ground up as an open, modern, SOA platform. It sits within whatever existing infrastructure you have already invested in. It delivers the four main values that our customers demand: The first two values are about accessing and managing information. It’s worth noting these abilities make our Platform unique against any other platform out there. Because of this, organizations gain: Flexible and optimized access to all data wherever it resides The ability to organize information in terms business understands The second two values are about how we enable IT to manage and implement the platform. First broad system management to confidently deploy, manage and scale the solution to reach every decision-maker without inordinate burden on IT And finally, our purpose-built SOA to integrate with, and leverage, existing infrastructure as well as easily extend and adapt to change
- This means single sign-on when working with SAP BW – True (user logs on to CRN using SAP user name and password) or staged (user logs on to CRN using network user and password, credentials passed to SAP at time of data query). Single sign-on can be initiated either from SAP going to CRN OR from CRN going to SAP. Roles and control lists in the SAP security system defining rights for access and authentication are used This security is then applied to folders, reporting capabilities and report definitions such that any single report can be used/opened by multiple roles/users with different data access permissions to let them see their own data – without rebuilding or changing the reports – they simply reflect your security profile. In this example, I’ve brought in multiple roles defining the access rights for a number of the sales management team, in this case organized by geography – Germany, UK, USA, and Japan are shown. As you can see by the changes in the bars, though they are all looking at the same report definition, their security profiles are filtering the available data to only show their regional sales information by product line. Each seem to have strong sales in a different product line. Conditional output also allows you to display different content based on conditions being met such as certain thresholds. If these same security profiles from SAP also include e-mail information, then Cognos ReportNet can run the reports, burst them according to access rights, and e-mail them directly to the end users – all using the SAP security profile to drive the process. In this instance, each geographical section of this report would be distributed to the regional sales management teams. <OPTIONAL TEXT IF THE SECOND SECURITY SLIDE IS HIDDEN> In addition to defining what data is accessible, administrators can define additional access rights by report, folder, and even reporting capabilities This link into the SAP security is automatically maintained. Thus if permissions change for a role in SAP, this change is automaticall enforced by ReportNet without any additional work or effort. In addition to defining what data is accessible, administrators can define additional access rights by report, folder, and even reporting capabilities – view only, ad-hoc queries, submission of reporting content for public use, and so on. This link into the SAP security is automatically maintained. Thus if permissions change for a role in SAP, this change is automatically enforced by ReportNet without any additional work or effort. Cognos Navigator Browse through Cognos content Cognos Search Basic and advanced search capabilities Cognos Viewer Select reporting content and interact with reports for live drill down or drill through Cognos Extended Application Viewer Link to internal systems for custom reporting applicatons To support business users in becoming more productive quickly, in-the-box with ReportNet, we also include pre-built iViews for seamless integration with SAP Enterprise Portal. These iViews have been Certified by SAP and seamlessly integrate formatted reporting content into their portal workspace with a number of core capabilities: The Cognos Navigator iView provides a way to browse through Cognos content – folders, reports and other BI content – in an intuitive list view. User preferences define their default starting point and other attributes via parameters. The Cognos Search iView provides basic and advanced search capabilities, ensuring end users find the reports they require in a timely manner. The Cognos Viewer iView enables users to select reporting content they need and interact with the reports for live drill down or drill through to related reporting content – with appropriate permissions. Via preferences, users can define attributes such as desired Cognos content and the size of the iView on their portal page. <OPTIONAL CONTENT _ LIKELY OF INTEREST FOR A VERY TECHNICAL AUDIENCE> There is an additional iView included in the box – the Cognos Extended Application Viewer. Cognos ReportNet has a completely exposed API that enables companies to effectively build reporting applications to smoothly link in with their internal systems. Some instances of this use is when you may wish to publish some of your data to the Extranet for customers or suppliers and wish to hide certain UI elements or branding. OR perhaps to change stylesheets of reports to reflect certain elements of the Enterprise Portal styles. This iView enables you to expose these custom reporting applications within Enterprise Portal. Like all iViews, these inherit some attributes (color, etc.) from the Enterprise Portal preferences and themes. And, any user can have multiple instances of any of the iViews on their portal ensuring all their key reports can be accessed in the right places and multiple key locations in the content folders could be ‘bookmarked’ for easy access. The Cognos Portal Services iViews are Certified by SAP and supported by Cognos. To enable them, you simply load the .PAR file to register the iViews with Enterprise Portal, create as many copies as required (each with a unique name) and you are in business.
- Cognos 8 Data Manager Engine Cognos 8 Data Manager Connector for SAP R/3
- BW is a strategic data source for SAP customers. Maximizing the investment in BW and SAP is not a function of storing data, but one of providing cross-enterprise access to it. IBM Cognos provides unbounded access to all BW data constructs, meta data and business content. Metadata import from SAP BW to IBM Cognos Framework Manager includes: Dimensions Hierarchies Levels Attributes Key Figures Variables Translated Metadata (if available in BW and requested during import)
- BIA is one of a set of tools available for improving BI query performance, it can replace aggregates.
- General Process to Establish Interoperability with the Business Warehouse Connectivity is established to an instances, or instances, of the Business Warehouse BW Meta data is read. Framework Manager users create IBM Cognos 8 Packages by selecting source data from structures within the Business Warehouse (use of InfoQueries being the ‘best practise’) Packages are published for use by content authors and self service business users for all business intelligence & planning capabilities on the IBM Cognos 8 platform Common report specifications, meta data models, application of BW security & authorization roles can be applied to Cognos users across all capabilities within Cognos 8 (without duplication of BW admin settings) Interoperability with the Business Warehouse Accelerator 1. Indexing of InfoCubes within BWA Using the BW Admin Workbench, InfoCubes from the Business Warehouse are flagged for use within the Business Warehouse Accelerator (BWA) the InfoCube data is indexed within BWA based on manual control, or, defined updates 2. Query Requests to the Business Warehouse For all BI & PM capabilities within IBM Cognos 8, meta data packages / data connections to various BW instance(s) as defined within Framework Manager, establish connectivity with the Business Warehouse Using an SAP Certified OLAP-BAPI connection, based on the context of the data request being executed IBM Cognos 8 optimizes the MDX specifically for the request to BW. Note: MDX is optimized using IBM Cognos 8 patent pending technology that was developed specifically for optimized connectivity to the Business Warehouse. US Patent Application: 20080201293 3. Data Delivery from the Business Warehouse When InfoCubes are indexed as in step #1, the Business Warehouse identifies which structures reside within BWA Without the need for any customization or changes to existing BW InfoQueries, InfoCubes, security or admin settings with BW or BWA, as well as IBM Cognos 8 Framework Manager models, the IBM Cognos 8 request for BW data is automatically issued to BWA. 4. Data Delivery from BWA to BW As noted above, the Business Warehouse flags InfoCubes that have been indexed, and therefore reside within BWA. Where a request (data query) is passed ot BW, and BW recognizes some or all of the data resides within an indexed structure within BWA, instead of routing a call down to the underlying RDBMS, a the request for indexed data is routed to BWA BWA, not the underlying RDBMS, passes the requested data to the Business Warehouse. In effect, the data that is stored within BWA becomes a form of ‘proxy waiter on steroids’ and delivers data to the BW engine faster than BW can request the data from the underlying RDBMS, assemble it based on the structure(s) and queries at hand. 5. Data Delivery from BW to OLAP BAPI Once the data is received from BWA and, where applicable, the underlying RDBMS supporting BW, the Business Warehouse passes the data to the OLAP BAPI interface 6. Data Delivery OLAP BAPI to IBM Cognos 8 a) In the same manner data is requested and passed to IBM Cognos 8 from a non-BWA related request, the Business Warehouse passes data up to the IBM Cognos 8 platform. The data is then used by the business intelligence or planning capability that originated the request
- Closing slide to be included in all external presentations.