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Cognos Analytics

Learn about Cognos Analytics at UC San Diego.

Cognos Analytics Business Intelligence Tool 

IBM Cognos Business Intelligence is a web-based integrated business intelligence suite by IBM. It provides a toolset for reporting, analytics, score carding, and monitoring of events and metrics. The software consists of several components designed to meet the different information requirements in a company. 

Licensing

UC San Diego has purchased an enterprise license for Cognos. No further action is needed to obtain a license for your project. 

Environments

Dedicated Cognos Analytics Training Environment 

Find sample reports and dashboards from the standard IBM Go Sales Go Retail reports training. You can modify the existing reports or build your own. See Cognos Analytics training resources.

Note: we will be refreshing this content periodically with IBM delivered content, so anything that you create may go away.  

Cognos Dev Environment 

Get started now developing content in our Cognos Analytics DEV environment. 

Cognos Analytics QA Environment 

From the QA environment, you will be able run all of your reports and connect directly to your production databases. This environment is where all testing, including consumer/user acceptance testing, should occur prior to migration to production. 

Cognos Analytics Production Environment 

Once all of your production reports and content have been migrated, you will use the production environment to run your reports. 

Best Practices

Environments and Folders

Report Developers build their reports in the Cognos Analytics Development (DEV) environment where they can select from various data connections. Once the report is ready for end users the report developer emails busintel@ucsd.edu to request the report be migrated to Cognos Production (Prod).  

Team folders should be organized by audience and report development state. Folders are secured by one or more Active Directory groups. End users should access the reports via links to the report as navigating the Cognos portal is cumbersome. 

Any Cognos development that you do not want to share should be saved to your "My Content area.  This folder is completely private. 

Example: 

  • Cognos DEV 
    • My Content 
    • Business User Development > BFS-DEV (reports are in progress, audience is BFS team) 
    • BFS-BIA (reports are in testing or completed, audience is BFS team) 
      • Report A  
      • Report B  
      • Report C  
    • BFS-IPPS (reports are in testing or completed, audience is BFS team) 
      • IPPS Data Winners 
      • IPPS Executive Dashboard 
  • Cognos QA 
    • BFS-BIA (reports are in testing, audience is BFS team and BIA team) 
      • Report A (completed report, audience is BFS team and BIA team) 
      • Report B (completed report, audience is BFS team and BIA team) 
      • Report C (report in UAT, audience is BFS team and BIA team) 
    • BFS-IPPS (reports are in testing or completed, audience is BFS team and IPPS team) 
      • IPPS Data Winners 
      • IPPS Executive Dashboard 
  • Cognos Prod
    • BFS-BIA (reports are in testing or completed, audience is BFS team and BIA team) 
      • Report A (completed report, audience is BFS team and BIA team) 
      • Report B (completed report, audience is BFS team and BIA team) 
    • BFS-IPPS (reports are in testing or completed, audience is BFS team and IPPS team) 
      • IPPS Data Winners 
      • IPPS Executive Dashboard 

Moving Reports from Dev to QA

When an interactive report is ready for user acceptance testing (UAT) it can be moved to Cognos QA where end consumers can view the report and provide the developer with feedback. For the first migration only, Developers should email busintel@ucsd.edu to request migration of a folder from Cognos DEV to Cognos QA. After the first migration, the report developer can migrate the folder ad hoc. 

Moving Reports from QA to Production

To migrate reports from Cognos DEV to Cognos Production the developer will email busintel@ucsd.edu to request the folder or group of folders be migrated. 

Browser Compatibility

Check to see if your browser is compatible with the BI tools used at UC San Diego.

Compatibility with most frequently used browsers

Supported Browser (1) Cognos Analytics Required Settings
Apple Safari 9 and future fix packs
Apple Safari on iOS 10.x and future fix packs
Google Chrome latest release and future fix packs
Microsoft Internet Explorer 11 and future fix packs (2) Internet Explorer settings
Mozilla Firefox ESR 52 and future fix packs (3) Firefox settings

Notes:

(1) Full list of supported browsers for on-premise Cognos Analytics 11.x.

(2) Not Supported on Windows Mobile. Not supported with Touch Enable devices (i.e. Microsoft Surface and Touch Enabled Laptops).  For Windows 10: Internet Explorer 11.0.10240.17443 and higher.

(3) IBM actively supports only the Extended Support Version of Firefox ESR 45. Customers using the non-ESR versions (46, 47...) should not experience issues unless Mozilla removes certain functionality or tools. Contact IBM support if you experience issues. If you experience issues uninstall the non-supported browser version, install the supported ESR version and turn off automatic updates.

(4) Google Chrome Version 85.0.4183.x known issues: DASHBOARD FREEZES AND SHOWS STRANGE ICONS & REPORT AUTHORING DOES NOT SHOW PROMPTS. Issue resolved with released build 86.0.4240.111

Training

Cognos Analytics provides self-service business intelligence training that enable users to efficiently navigate and access data to create and run customized reports and dashboards. The engaging, intent-driven interface features content-sensitive menus that guide users through the development process.

Getting Started With Cognos

The Cognos Workshop guide Turning Data into Insight (PDF), provided by IBM, includes step-by-step instructions to get you started, reference data and sample files available to you in our Cognos Analytics Training environment.

Contact busintel@ucsd.edu to request access to UC San Diego data in Cognos.

Video Training

Tools & Resources

Additional Information

 

Upgrade Process

IBM releases enhancements for Cognos several times a year. UC San Diego upgrades our environments at least once a year.

The strategy for all upgrades is:

  1. ITS-BIA will review the upgrade in our sandbox prior to planning an upgrade of Cognos DEV.
  2. Perform upgrades of the Cognos DEV environment on the weekend before the 3rd week of a month as this is generally the quietest period of the month for most teams.
  3. Allow one week for review of the upgrade in the Cognos DEV environment.
    1. At the end of the week a GO/ROLLBACK determination will be made.
      1. GO – the upgrade is applied to Cognos QA over the weekend following the Cognos DEV upgrade. (Upgrade is NOT applied to PROD.)
      2. ROLLBACK – the upgrade is rolled back from Cognos DEV
    2. During the one week period where Cognos DEV has been upgraded and Cognos QA / PROD has not, all teams will be in a “code freeze” in that no migrations out of Cognos DEV can occur.
  4. Allow two weeks for review of the upgrade in the Cognos QA environment.
    1. At the end of the week a GO/ROLLBACK determination will be made.
      1. GO – the upgrade is applied to Cognos PROD over the weekend following the Cognos QA upgrade.
      2. ROLLBACK – the upgrade is rolled back from Cognos DEV and Cognos QA.
    2. During the one week period where Cognos DEV and Cognos QA have been upgraded and Cognos PROD has not, all teams will be in a “code freeze” in that no migrations to Cognos PROD can occur. Migrations from Cognos DEV to Cognos QA may be conducted.
  5. Upgrade the Cognos PROD environment.
    1. With a GO determination from both Cognos QA and Cognos DEV environments based directly on your feedback.