IBM Cognos 10 BI Developer Edition Beginner’s Guide

History:
Version 0.1 0.1 Description Change Initial Draft 1st Version Author/Reviewer Mitesh Agrawal Amit Sharma Publish Date 24-Nov-2010 10th Jan 2011

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Installation of Cognos 10 BI Developer Edition Title Page No

1). Software and Hardware Requirements………………………………………….3 2). Installing Internet Information Services (IIS)……………………………………4 3). Installation of jdk (java development toolkit)………………….……………..6 4). Installation of Oracle Database 11g Installation……………………………..9 5). Installation of IBM Cognos 10 BI Developer Edition……….………………17 6). Accessing Cognos Connection…………………………..……………………….….46 7). Importing sample database……………………………..……………………………47 8).Creating Data Sources and Packages in Framework Manager…………52 9).Creating sample reports in report studio ………………………………...…. 76

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1). Software and Hardware requirementsOperating System: Microsoft Windows XP SP3 or higher. RAM:
Minimum 2 GB of Physical Memory must available for Optimum Performance and Reliability.

Disk Space:

At least 1.5 GB of Free Hard Disk Space must available during the installation of Software as well as 1 GB of Free Hard Disk Space for the drive that contains the temporary directory used by Cognos BI Developer Components to operate properly . Ensure that you must have sufficient disk space for future requirements.

Web Server:

A Web Server installed and started (IIS 5.1 or upper version)

JRE Java Runtime Environment (JRE): JRE is installed automatically with IBM Cognos
10 BI Developer on Windows XP SP3 .

JDK(java development toolkit): Install jdk-6u18-windows-i586 Database:
You must have one of the following databases available to store Cognos 10 BI Developer Data: Oracle,DB2, Microsoft SQL Server, TCP/IP connectivity to Microsoft SQL Server.

Web browser: Ensure you are using Internet Explorer 7.0 or higher or Mozilla Firefox 3.5 or
higher.

2). Installing Internet Information Services( IIS) 5.1
Step:1) Put Windows XP SP3 Professional CD in CD-ROM now Step:2) Go to startcontrol panelselect Add and Remove Programsselect Add/ Remove Windows Components.

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Step 3) Now select the check box of Internet Information Services(IIS) and press ‘Next’ button.

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Step 4) When the installation of Internet Information Services(IIS) 5.1 is finish then you will click on ‘Finish’ button and you can check it by typing following url in address bar of internet browser: http://localhost The browser will shows the Internet Information Services(IIS) windows on screen.

3). Installation of jdk (java development toolkit).
Step:1) Download the jdk 6u18 from the oracle sun website following exe file will be downloaded from the site.

Step:2) Run the following setup file on your system.

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Step 3) Select the Accept Button.

Step: 4) Follow the default settings and press ‘Next’.

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Step:5) setup will copying all the files on your system directory.

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Step:6) The installation of java development toolkit is finish now click on ‘Finish’ button.

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4). Installation of oracle Database 11g.
Step:1) Run the Oracle Database 11g setup file on your system,which you can download from following url website: http://www.oracle.com/technetwork/database/enterpriseedition/downloads/index.html

Step:2) Select a Product to Install (In our case we will choose Oracle Database 11g) and then click on ‘Next’ button.

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Step:3) Select a Basic Installation Method, You can also change the Oracle Location for Installation of Oracle Database 11g setup files ,if you wants to change it otherwise Enter the Database_Password for ‘SYSTEM’ or ‘SYS’ accounts then click on ‘Next’ button.

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Step:4) Now check all the Prerequisite for Installing and Configuring the product as given above screen shot. If any warning occurs then you can check it manually, and click on ‘Next’ button. Step:5) You can see the Oracle Configuration Manager Registration, keep it blank and press ‘Next’ button.

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Step:6) Oracle Universal Installer will shows you the review of Global Settings of Source,Oracle Location ,Installation Type,Space Requirements,New Installation, if you want to write it then you can write and click ‘Install’ button for Installing Oracle Database 11g.

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Step:7) Installation Of Oracle Database 11g is in progress.

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Step:8) When the Installation Of Oracle Database 11g will Successful then press on ‘Exit’ button.

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Now Login the database by giving Username=’SYSTEM’ or ’SYS’ and Password= ‘password’ which we provide previously in installation time.You will also provide SID name=’ORCL’

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After test You will click on ‘connect’ button, which will allow you to create user schemas and tables.

5). Installation of Cognos 10 BI Developer Edition.

Step:1) There are three packages folder in cognos 10 BI Developer Edition,In all folder we have setup for the following :
a) CZS56EN.tar.gz [IBM Cognos BI Developer Edition 10.1.0 Window English] b) CZQ92EN.tar.gz [IBM Cognos BI Samples 10.1.0 for Oracle Window English] c) CZQ93EN.tar.gz [IBM Cognos BI Samples 10.1.0 for SQL Server Window English]

You can also download all the setup from following http://www.ibm.com/developerworks/downloads/im/cognosbi/index.html? S_TACT=105AGX01&S_CMP=web_products

url

website:

IBM Cognos 10 Developer Edition Downloading Steps-

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Step: 1) Go to following linkhttp://www.ibm.com/developerworks/downloads/im/cognosbi/index.html? S_TACT=105AGX01&S_CMP=web_products

Step: 2) For download click on IBM Cognos BI Developer Edition 10.1.0 Window english
Assembly and press ‘continue’ button.

Step:3) Now provide ‘User Id and Password’, if you have created previously.

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Step:4) If you don’t have User ID & Password than click the register here link on the above page,after that the Registration Page will open and Provide following details given on the registration page.

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Step:5). After Providing all the required details given on the above page, Click on ‘submit’ button for go to next page. Step:6).After create registration, you will provide all the required details given on the below page.

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Step:7). After providing all the required details given on the above page, Click on ‘submit’ button for go to next page. Step:8). Click on check box whatever you want to download and then click on ‘I agree’ box.

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Step:9).Click on ‘I confirm’ as given on the above page for download IBM Cognos 10.1.0 BI Developer Edition using http. Step-2). Now Initially we run the Cognos 10 BI Developer Edition \ CZS56EN.tar.gz\install.exe file.

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Step-3). InstallAnywhere is preparing to install.

Step-4) Select any one language you wants to set it, by default it is English. After selecting Press ‘ok’ button.

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Step-5). Click ‘Next’ for accepting the Softwate License Agreement.

Step:6) Click on ‘I accept’ for accept all the terms and conditions in the license agreement and press ‘Next’ button.

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Step:7) By default it will provide you Installation Directory.If you want to install IBM Cognos 10 BI Developer Edition on different location so you can change the Installation Directory but it can create a problem during the configuration,so try to avoid it and keep it same and press ‘Next’ button.

Step:8) By default it will provide you Shortcut Folder.Now keep it same and press ‘Next’ button.

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Step:9) Please wait few minute, IBM Cognos BI Developer Edition is being configured for your system.

Step:10) By default it will provide you range of ports for using IBM Cognos BI Developer Edition Services .Now You will keep it same and provide name for Administrator account do you want to use. Here the field for password is optional you can fill or keep it blank also ,now press ‘Next’ button.
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Step-11). After keep the administrator password field blank, it will generate a message ‘Your system will not be secured’. you can press ‘ok’ or fill the password.

Step-12). Now fill the password in the corresponding block and press ‘Next’ button.

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Step:13) IBM Cognos BI Developer Edition will shows you the Installation summary of Product Name,Install Folder ,Shortcut Folder,Disk Space Information, if you want to write it then you can write and click ‘Install’ button.

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Step-14).Now the installation process will copy the Cognos 10 BI Developer files on the directory of your system.

Step-15). The Installation of IBM Cognos 10 BI Developer Edition has been completed successfully,now click on ‘Done’.

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Step-16). After click on Done ‘welcome to IBM Cognos BI Developer Edition 10.1.0’ page will open on the webbrowser then press ‘Finish’.

Step-17). Now you will click on Manager for Install it.
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Step-18). Wait few minutes for server response until Manager is Install successfully.

Step-19). Now type User ID and Password for authentication..If you provided password previously during the installation then you will provide password here otherwise keep it blank and press ‘OK’ button.

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Step-20). Manager has been Installed successfully.

Step-21). Now click on BI Suite and press ‘Install’ button.

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Step-22). The installation of BI Suite is in progress.

Step-23). Wait few minutes for server response until BI Suite is Install successfully.

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Step-24). Now again type User ID and Password for authentication.If you provided password previously during the installation then you will provide password here otherwise keep it blank and press ‘OK’ button.

Step:25) BI Suite has been successfully installed,If you want to view the log file of summary then press the ‘View Logs’ button .

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Step-26). You can see that BI Suite has been successfully installed, now press ‘Close’.

Step-27). Now click on Framework Manager and press ‘Install’ button.

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Step-28). The installation of Framework Manager is in progress.

Step:29) Framework Manager has been successfully installed,If you want to view the log file of summary then press the ‘View Logs’ button .

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Step-30). You can see that Framework Manager has been successfully installed, now press ‘Close’ button.

After installation of IBM Cognos 10 BI Developer Edition, we will run one of the database sample setup.In my case I am running IBM Cognos BI Samples 10.1.0 for Oracle Window English b).CZQ92EN.tar.gz [IBM Cognos BI Samples 10.1.0 for Oracle Window English]
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Step:1) Now we will install the IBM Cognos BI Samples 10.1.0 for Oracle Window English,which contain samples for Oracle. Now we will Run the setup from Cognos 10 BI Developer Edition\ CZQ92EN.tar.gz \install_ORA_samples.exe The entire process for run the setup is given below-

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Step-2). InstallAnywhere is preparing to install.

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Step-3). Click ‘Next’ for accepting the Softwate License Agreement.

Step-4). Now select ‘I accept’ box for accept all the terms and conditions in the license agreement and press ‘Next’.

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Step:5) By default it will provide you Installation Directory where the file for Cognos 10 BI Oracle Samples will store. If you want to install it on different location so you can change the Installation Directory but it can create a problem,so try to avoid it and keep it same and press ‘Next’ button.

Step:6) IBM Cognos BI Samples 10.1.0 for Oracle will shows you the Installation summary of Product Name,Install Folder ,Disk Space Information, if you want to write it then you can write and click ‘Install’ button.
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Step-7).Now the installation process will copy all the required files on the directory of your system.

Step-8). The Installation of IBM Cognos BI 10 Samples for Oracle has been completed successfully ,now click on ‘Done’.

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6) Accessing the IBM Cognos 10 BI Developer Edition
Note-You can check the IBM Cognos 10 BI Developer Edition services is started or not by type ‘services.msc’ on the Run Prompt. After the IBM Cognos 10 BI Developer Edition is Installed and Configured,and the services are started, You can access the IBM Cognos 10 BI Developer Edition following the steps given belowStep-1). Start All ProgramsIBM Cognos BI Developer Edition IBM Cognos BI Developer Edition. OR Step-2). Open a Web browser Type the URL- http://hostname/cognos_developer/manager/main.html

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http://localhost:9300/cognos_developer/manager/main.html If all the installation and configuration goes on without any errors, you can see the IBM Cognos BI Developer home page.

7). Importing sample database.
Before importing the sample we need to create the schemas (user) in the oracle database follow the steps below: Step: 1) Open the Oracle 11g Database page and Login from ‘system’ username and provide
password as you given previously at the time of new connection creation.

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Create five users in Oracle 11g Database called gosales, gosalesdw, gosaleshr, gosalesmr and gosalesrt. The password should be the same as the user id. Make sure to grant them all the privileges. Step: 2) Give Username =‘cognos’ and Password =‘cognos’ & Username =‘gosales’ and Password =‘gosales’. Here you will assign a DBA privileges to users.

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Step: 3) Similarly create other four users gosalesdw, gosaleshr, gosalesmr and gosalesrt. The Password will be same as ‘User ID’ and DBA privileges we will assign to all users. After Run the script you can see all the users in the others users.

Step: 4) Now create a new directory named G:\ Gosales dmp file

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Step: 5) Copy GOSALES.DMP, GOSALESRT.DMP, GOSALESDW.DMP, GOSALESHR.DMP, GOSALESMR.DMP in Gosales dmp file.

From G:\Program Files\IBM\Cognos Developer\webcontent\samples\datasources\oracle To
G:\Gosales dmp file

Step: 6) Now run the following command under the cmd prompt : Go to StartRuncmdok G:\> Cd \ G:\Program Files\IBM\Cognos Developer\webcontent\samples\datasources\oracle Press ‘Enter’ then you have prompt like G:\Program Files\IBM\Cognos Developer\webcontent\samples\datasources\oracle

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imp gosales/gosales@orcl file = GOSALES.dmp full=y log=log.txt

If the following screen come that means you successfully imported the gosales database. Now similarly for other schemas run the following commands.

imp gosaleshr/gosaleshr@orcl file = GOSALESHR.dmp full=y log=log.txt imp gosalesdw/gosalesdw@orcl file = GOSALESDW.dmp full=y log=log.txt imp gosalesmr/gosalesmr@orcl file = GOSALESMR.dmp full=y log=log.txt
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imp gosalesrt/gosalesrt@orcl file = GOSALESRT.dmp full=y log=log.txt
Make sure that the import is successful without any errors and warnings.

The sample database has been imported properly.

8).Creating Data Sources and Packages in Framework Manager.
Note- Before creating Data Sources and Packages in Framework Manager,you will put the database files(Metedata Files) in one of the Data Base.Here I put Sample Sales database files in the Microsoft SQL Server 2005. Follow this sequence for put database fileG:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Data Now we will Attach Database Files in Microsoft SQL Server. Steps for attach the database file is given belowStep-1). Go to StartAll ProgramsMicrosoft SQL Server 2005SQL Server Management Studio Step-2). Now for Connect to Server, type Login ID=’sa’ and Password,whatever you gave at the time of installation and press ‘connect’ button.

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Step-3).Now Right click on Database then Attach.

Step-4). Add the Database Files here.

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Step-5). After attach database file ,you will press’OK’.

Step-6). You can view database files have been attached successfully,now press’OK’.

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Step-7). You can view database,name as samplesales on the screen as given below-

Step-8). You can view the samplesales database,tables and columns in the tables on ‘Object Explorer’ in left side of window.

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Now Follow the steps for creating a Data Source and Package Wizard using Framework ManagerStep-1). Go to StartAll ProgramsIBM Cognos BI Developer EditionIBM Cognos Framework Manager

Step-2). Press on‘Create an new project’.

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Step-3) Now give the project name and project location and press ‘OK’.

Step -4). After press ‘OK’ the message will generate for creation of new directory then press ‘OK’.

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Step-5). Now type User ID and Password for authentication..If you provided password previously during the installation then you will provide password here otherwise keep it blank and press ‘OK’ button.

Step-6). Select a design language for the project and press ‘OK’. Step-7). Select the type of project you wants to build and press ‘Next’.

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Step-8). Select the data source if you have created previously for creating metadata model project, otherwise you can create new data source by selecting ‘New’ button at the end press ‘Next’.

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Step-9). New Data Source wizard helps you for create new data source, now click on ‘Next’ button.

Step-10). Specify a Name and Location here. The Description and Screen tip fields are optional, now click ‘Next’ button.

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Step-11). Specify a Type for the connection of this new data source.

Step-12) Now from Type: drop down list select the Microsoft SQL Server (SQL 2005 Native Client) database and for Isolation level: click the default gateway check box and press ‘Next’.

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Step-13) Now select a Server name,which is same as Full Computer name and also select Database name. NOTE- To see the Server Name, follow the steps given belowGo to Start->My Computer->Properties->Computer Name.

Step :14) Now select a Signons check box and type the User ID= ‘sa ‘and Password. then click on ‘Test the connection’…

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Step :15) click on ‘Test’ .

Step :16).If the path specified here is correct and the status is succeeded,then Press ‘Close’.

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Step :17) Following screen will be display on database connection ,now Press ‘Close’.

Step :18) Press ‘Finish’.

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Step-19). Select the data source for creating metadata model and press ‘Next’ button.

Step -20). Select the object data source and table which you want to import for metadata modeling and press ‘Next’ button.
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Step -21). The Metadata Wizard help you to create different relationship between the tables you have selected .Select criteria for relationship and press ‘import’.

Step -22). The Metadata Wizard will show you that the import process has been completed, now press ‘Finish’ button.
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Step -23). You can view the data source, metadata and field in the table on ‘Project Viewer’ In window left side.

Step -24). After click on Diagram, you can view the relationship diagram as shown in the below screen.
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Step -25). Now right click on package->create->package, for create a new package.

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Step 26). Now give the Name to the package, here description of the package and screen tip are optional, then press ‘Next’ button.

Step-27). Here you can check and uncheck the tables and fields in the package. Press ‘Next’ after the selection.

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Step -28). In this window,you will select the set of function that is available in the package, Although we are using a SQL Server so here we will select SQL Server as set of functions .

Step -29). After selecting the set of functions,you will press ’Finish’ Button.

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Step -30). Your package have been successfully created. Now press ’Yes’ for open the Publish Package Wizard otherwise press ’No’.

Step -31). By default it will show you Package Wizard Location, try to keep it same and Press ‘Next’.

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Step-32). In this window you have to add the security privileges to the packages,which type of user can access the package ,then press the ’Add’ button.

Step-33). Now in next screen you have the folder name(cognos),which you have created, now double click on it then you have the list of Users and group of user who can view the package.

Step 34). Select the user by click on check box ,then press the green arrow.
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Step 35). After press on green arrow , selected users will move in the selected entries block , then press ‘OK’.

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Step 36). You can view the group of user, who have a privileges to access the package,then press ‘Next’.

Step 37). Verify the package before publishing it , now press ‘Publish’ to publish the package.

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Step 38). You have successfully published the package , now click on ‘Exit this wizard’ and press ‘Finish’.

9). Creating sample reports in Report Studio.
The Report Studio WindowsReport Studio is comprised of several windows and toolbars that are used to create or modify the report: 1). Insertable Objects Window 2). Model Tab 3). Query Items Tab 4). Toolbox Tab 5). Properties Window 6). Report Window 7). Report Studio Toolbar
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8). Explorer Bar
Note- For view the Report Studio Screen type- http://localhost:9300/p2pd/servlet/dispatch on the URL. Step 1) For creating the report , go to the Report Studio.

Step-2).After click on Report Studio, IBM Cognos Report Studio screen will open and select the create new report.

Step 3). Select the type of tool,which you wants to use to create the report.

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Step 4) Now you can view Insertable Objects window on the left side ,which contains the a plenty of tools,which is helpful in report creation.

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Step 5) Now just drag the columns and tables from Insertable Object Window, then drop it in center window to show.

Step-6) Now you have view like this ,for running the report you have to click on the ‘Run’ button on toolbar window.

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Step-7). By default you will view the report in the HTML format on IBM Cognos viewer.

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