Installation and configuration guide

Business Intelligence
Pronto Xi BI Addons
Version 720.1
© Copyright 2014 Pronto Software Limited. All rights reserved.

Pronto Xi BI Addons Installation and configuration guide, version 720.1

Software version: 720.1

Trademarks

® Pronto, Pronto (logo), P (logo), Pronto Software, Pronto Xi, Pronto Xi Dimensions, and Pronto Enterprise
Management System are trademarks registered by Pronto Software Limited (ABN 47 001 337 248) in
Australia, USA and other countries.

™- trademarks of Pronto Software Limited (ABN 47 001 337 248)

IBM® and Cognos® are trademarks of International Business Machines Corporation.

Disclaimer

The information contained within this document is provided on an “as is” basis, is subject to change
without notice, and is not warranted to be error-free.

While this guide provides specific, practical examples of implementing Pronto Xi features, it cannot cater
for all possible requirements of our customers. We hope, nevertheless, that this guide will stimulate ideas
for extending or enhancing your Pronto Xi implementation, and we strongly encourage you to seek
professional advice regarding your specific business needs.
Contents
1 About this guide 1
1.1 Audience 1
1.2 Document feedback 1
1.3 Conventions 1
2 IBM Cognos Mobile 3
2.1 Install and configure the iPad app 3
2.2 Install and configure the Android app 5
2.3 Log on using the Cognos Mobile iPad app 6
2.4 Log on to the Cognos Mobile Android app 8
3 IBM Cognos for Microsoft Office 11
3.1 Install the IBM Cognos for Microsoft Office add on 11
3.2 Configure IBM Cognos for Microsoft Office 18
3.3 Customising IBM Cognos for Microsoft Office 18
3.3.1 Customise how IBM Cognos for Microsoft Office starts 18
3.3.2 Specify the data source used to connect to the database 19
3.3.3 Log on to an IBM Cognos Business Intelligence server 19
3.4 Add an address for the IBM Cognos BI gateway 19

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1 About this guide
This guide provides step by step instructions to:

l install (p.3) and log in (p.6) to the IBM Cognos Mobile app for iPad
l log in to the IBM Cognos Mobile content on an Android (p.8)
l install (p.11) the IBM Cognos for Microsoft Office addon to your desktop

1.1 Audience
This guide is for Pronto Software Business Intelligence users wanting to install IBM Cognos for
Microsoft Office and IBM Cognos Mobile on their computers and devices.

For server-side installations of these addons for system administrators, see the Pronto Xi
Business Intelligence installation guide.

1.2 Document feedback

We welcome your feedback to help us improve and maintain the accuracy of this guide.

Contact the Pronto Xi Technical Communications Team (techauth@pronto.com.au) directly for:

l errors in background information, task steps, and screenshots

l updates or changes in software or hardware that relate to or have an impact on the installation
l other document improvement suggestions

1.3 Conventions
The following notations are used in this document to indicate specific types of information:

A warning that you may potentially lose data if you perform the task incorrectly or the
required prerequisites have not been met.

An important note or caution that you should read and understand before continuing.

A general note.

A Pronto Software recommendation.

An example or scenario.

A tip that you might find useful, or an alternative way you can perform the task.
1  About this guide

A function or feature that may be unavailable depending on the software settings or

configuration.

Task conventions
l Where a field is not explicitly mentioned in the steps of a task for a given screen, you can
assume that it is safe to either skip over or enter any allowed value in the field.

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 l To complete screen entry once you have completed all other screen tasks, press F4.
l To see more help for a screen or field, press F1 to open the Pronto Xi Help.
l To see a list of options for a field, where available, press F2.
1  About this guide

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2 IBM Cognos Mobile
To run IBM Cognos Mobile on your device you will need to install and configure the IBM
Cognos Mobile app, then log in.

For an Apple device:

l install and configure the IBM Cognos Mobile iPad app (p.3)
l log on to the iPad app (p.6)

For an Android device:

l install and configure the IBM Cognos Mobile Android app (p.5)
l log on to the Android app (p.8)

In order to use IBM Cognos Mobile with your Business Intelligence installation, the IBM
Cognos Mobile server application must be installed on your organisation's Business
Intelligence server. See your System Administrator for more information.

For more information about installing and using IBM Cognos Mobile, see the IBM Cognos Mobile
installation and user guides.

2.1 Install and configure the iPad app

The following describes how to install the IBM Cognos Mobile app on your iPad.

Steps
1. Download the IBM Cognos Mobile app from iTunes either through the App Store on the
iPad or using the following link:
http://itunes.apple.com/us/app/ibm-cognos-mobile/id455326089?mt=8

2. Install the app.

3. Click I Accept, to accept the IBM License Agreement.
2  IBM Cognos Mobile

4. On the iPad tap IBM Cognos .

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 5. Click the plus symbol.
The Connect screen is displayed.
2  IBM Cognos Mobile

6. Enter the following Server details as follows:

http://<server-name>.<fullyqualifieddomainname>/ibmcognos

You must enter the fully qualified domain name (FQDN) after the server name.

For example, http://cognos.pronto.com.au/ibmcognos

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2.2 Install and configure the Android app
The following describes how to install the IBM Cognos Mobile app on your Android.

Steps
1. Download the IBM Cognos Mobile app from the Google play store or using the following
link:
https://play.google.com/store/apps/details?id=com.ibm.cogmob.artoo

2. Click Install.

3. On the Android home screen tap IBM Cognos .

4. Click the plus symbol.

The Connect screen is displayed.
2  IBM Cognos Mobile

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 5. Enter the following Server details as follows:
http://<server-name>.<fullyqualifieddomainname>/ibmcognos

You must enter the fully qualified domain name (FQDN) after the server name.

For example, http://cognos.pronto.com.au/ibmcognos

2.3 Log on using the Cognos Mobile iPad app

You log in to IBM Cognos Mobile using the Cognos Mobile iPad app.

Steps
1. Tap the IBM Cognos app on your iPad.

2. Enter your IBM Cognos User ID and Password.

The log in is case sensitive.

3. Select the company you want.

2  IBM Cognos Mobile

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4. Click OK.
The app is displayed in the iPad.

2  IBM Cognos Mobile

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 2.4 Log on to the Cognos Mobile Android app
You log in to IBM Cognos Mobile using the Cognos Mobile iPad app.

See http://www-01.ibm.com/support/docview.wss?uid=swg27027075 for supported

operating systems and browser apps.

Steps
1. Tap the IBM Cognos app on your iPad.

2. Enter your IBM CognosUser ID and Password.

The log on is case sensitive.

3. Select the company you want.

2  IBM Cognos Mobile

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4. Click OK.
The app is displayed on the Android.

2  IBM Cognos Mobile

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3 IBM Cognos for Microsoft Office
You can install IBM Cognos for Microsoft Office on your PC.

You can also configure the Microsoft Office applications to allow access to your Business
Intelligence content.

For information about using this Business Intelligence addon, see the IBM Cognos for Microsoft
Office guide.

At the time of publication, IBM Cognos for Microsoft Office is not compatible with Office
2013.

3.1 Install the IBM Cognos for Microsoft Office add on

Before you start
IBM Cognos for Microsoft Office is available as a 32-bit and 64-bit installation. You can install the
32-bit client on a 64-bit operating system, but the 32-bit and 64-bit clients cannot coexist on the
same Windows computer.

Before you update and install components, ensure that you

l have administrative privileges on the computer

l installed Microsoft .NET Framework 4.0 or later
l uninstalled any previous version of IBM Cognos for Microsoft Office
l have the appropriate license to use your IBM Cognos for Microsoft Office product

Steps
1. Run cognos_office.exe, located in the Cognos_Office folder of the installation DVD.
The Pronto Xi Business Intelligence for MS Office screen is displayed.

3  IBM Cognos for Microsoft Office

2. Click Next.

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 3. Select either the 32 bit or 64 bit installation to suit your computer.
4. Click Next.
The IBM Cognos for Microsoft Office welcome screen is displayed.
3  IBM Cognos for Microsoft Office

5. Select the installation language.

6. Click Next.

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 The License Agreement screen is displayed.

7. Select I agree.
8. Click Next.
The Installation Location screen is displayed.

3  IBM Cognos for Microsoft Office

9. Accept the default Installation Directory location.

10. Click Next.

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 The Installation Location dialog is displayed.

11. Click Yes.

The Component Selection screen is displayed.
3  IBM Cognos for Microsoft Office

12. Click Next.

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 The Shortcut Folder screen is displayed.

13. Edit the program folder name if required and click Next.
The Installation Summary screen is displayed.

3  IBM Cognos for Microsoft Office

14. Click Next.

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 The Installation Progress screen is displayed.

The Installation Completed screen is displayed.

3  IBM Cognos for Microsoft Office

15. Click Finish.

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 The Installation Completed screen is displayed.

16. Click Finish.

3  IBM Cognos for Microsoft Office

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 3.2 Configure IBM Cognos for Microsoft Office
When you first open one of the supported Microsoft Office applications, an IBM Cognos for
Microsoft Office toolbar appears. To view the commands and icons that you need to work in the
IBM Cognos for Microsoft Office environment, you must make the IBM Cognos pane and the IBM
Cognos for Microsoft Office toolbar available.

Steps

1. On the IBM Cognos for Microsoft Office toolbar, click the IBM Cognos button .
2. From the Tools menu, click Customize.
3. On the Toolbars tab, choose whether to show or hide the IBM Cognos pane or the IBM
Cognos toolbar:

l To show or hide the IBM Cognos pane, select or clear the IBM Cognos check box.
l To show or hide the IBM Cognos toolbar, select or clear the IBM Cognos for Microsoft
Office check box.

Result
The IBM Cognos pane appears in the application work area, and buttons are made available from
the IBM Cognos toolbar. You can now set your preferences for IBM Cognos for Microsoft Office
and installed applications.

3.3 Customising IBM Cognos for Microsoft Office

You can customise the IBM Cognos for Microsoft Office environment so that it meets your
reporting and analysis needs.

You can specify the following preferences for IBM Cognos for Microsoft Office:

l the application to start up when you first open IBM Cognos for Microsoft Office (p.18)
l the datasource connection to the database (p.19)
l the location of IBM Cognos BI gateways (p.19)

Each time that you start the IBM Cognos for Microsoft Office application, these settings apply to
3  IBM Cognos for Microsoft Office

your session.

3.3.1 Customise how IBM Cognos for Microsoft Office starts

When you first start IBM Cognos for Microsoft Office, you can choose to show either the IBM
Cognos pane or a specific application. If you choose the IBM Cognos pane, it shows all the
installed IBM Cognos for Microsoft Office applications that you can use. You can move the pane
or undock it. Click the application icon that best meets your needs.

Steps

1. On the IBM Cognos toolbar, click the Options icon .

2. In the navigation pane, click IBM Cognos.
3. Choose whether to show the IBM Cognos Welcome pane in your work area or start a
specific application:

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 l To show the IBM Cognos Welcome pane each time that you start IBM Cognos for
Microsoft Office, under Start Application, select the Show IBM Cognos welcome page
check box.
You can change this option later by clearing the Show this page in the future check
box on the IBM Cognos pane.
l To start a specific application when opening IBM Cognos for Microsoft Office, from the
Startup application list, click the application that you want.
4. Click OK.

3.3.2 Specify the data source used to connect to the database

A data source defines the physical connection information necessary for accessing the database
that was used to create the models and packages published using IBM Cognos Framework
Manager, the IBM Cognos BI modelling tool, or IBM Cognos TM1.

Steps

1. On the IBM Cognos toolbar, click the Options icon .

2. In the navigation pane, click IBM Cognos.
3. Under IBM Cognos Datasource, in the Datasource box, click the data source to which
you want to connect, and then click OK.

3.3.3 Log on to an IBM Cognos Business Intelligence server

IBM Cognos BI supports authenticated and anonymous user access. To use IBM Cognos for
Microsoft Office as an authenticated user, you must log on to the IBM Cognos BI server that
contains the data source or package for the reports that you want to import.

Steps

1. On the IBM Cognos toolbar, click the Logon button , and select the server that
contains the data source or package for the desired reports.
2. If there is more than one namespace, in the Namespace box, click the desired
namespace and click OK.
3. Type your User ID and Password, and click OK.
3  IBM Cognos for Microsoft Office
4. Repeat steps 1 to 3 for each additional server.

Result
After logging on and showing the IBM Cognos pane, you can use IBM Cognos for Microsoft
Office.

3.4 Add an address for the IBM Cognos BI gateway

Before you can access IBM Cognos BI content, you must specify the location of the IBM Cognos BI
gateway. The IBM Cognos BI application server runs requests, such as reports, analyses, and
queries that are forwarded by a gateway and then connects to the underlying data sources to
obtain data.

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 Steps

1. On the IBM Cognos toolbar, click the Options icon .

2. In the navigation pane, click IBM Cognos.
3. Under IBM Cognos Systems, in the System gateway URI box, type the URI that identifies
the location of the IBM Cognos BI gateway.

An example is the following, where server name is either the IP address of the
computer or the computer name:
http://server name/ibmcognos/cgi-bin/cognos.cgi

Do not use localhost to refer to the local computer that the IBM Cognos BI gateway is
running on. By using localhost, the information sent to the server is routed back to the
local computer. As a result, requests to the report server will fail when importing
prompted reports.
4. If you want to assign an abbreviated or more meaningful name to the URI, in the Friendly
name box, type a name.
If a name is not specified, the default name is server name:port.
5. Click Add.
The gateway location and friendly name appear in the Systems box.

To delete an existing address, in the Systems box, select the address that you
want to remove and click Delete.

6. To ensure that you have added the address properly, click the connection that you want
to test, and click Test Connection.
If you receive the Connection failed, server is unavailable message, for help with
troubleshooting, see the Configuration Issues in the Troubleshooting section of the IBM
Cognos for Microsoft Office guide.
7. Click OK.

Result
The friendly name appears in the IBM Cognos pane as the root node in the tree hierarchy.

After specifying the location of the IBM Cognos BI servers, you can enable single signon for
3  IBM Cognos for Microsoft Office

seamless integration between IBM Cognos for Microsoft Office and IBM Cognos client
applications, such as IBM Cognos Planning or IBM Cognos Controller, or between IBM Cognos for
Microsoft Office applications.

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