Maximo Cognos Reporting

June 22, 2012

Pam Denny, IBM

pdenny@us.ibm.com
Twitter: @andbflo_denny

2012 IBM Corporation

Agenda

1. Overview
2. Maximo-Cognos Ad Hoc Reporting Process
3. Reference Materials, Roadmap, SMC
4. Demo and Questions

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V7 Open Reporting Architecture Portfolio

V7 Reporting

Embedded Integration Integration Integration Externalized

BIRT Cognos Tivoli External Open

Reporting Common Report Database
Reporting Integration Platform

DB2

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V7 Cognos Integration Products Include..
1. Cognos Connection, Viewer (Portal)

2. Cognos Administration Tool

3. Framework Manager (Package Development Tool)

4. Map Manager (Report Developers Tool)

5. Report Studio (Report Developers Tool)

6. Query Studio (Business Users Tool)

*These products are a subset of

the entire Cognos Portfolio

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Maximo Cognos Report Types
Cognos Query Studio
Ad Hoc Reports
- Individualized Reports
- Focus on responding to Dynamic Business and Project Needs
- Require no sql, technical, report development skills to create
- Target users with multi-role responsibilities
- Accessible from Cognos Portal

Cognos Report Studio
Operational Reports

- Day to day reports your users require for business tasks
- Weekly, Monthly or Quarterly reports to consolidate/review status
- Can be quickly accessed by Variety of Individuals
- Contain complex calculations, graphs, data mappings
- Accessible from Maximo Applications and Cognos Portal

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Cognos Query Studio Reports
Ad Hoc Reports
Examples

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Maximo-Cognos Ad Hoc Reporting Process

You
1. Visualize Report

Maximo
2. Create Report Object Structure (ROS)
- Collection of Database Tables
3. Publish Cognos Meta Data
- ROS published -> Meta data for report development

Cognos
4. Create Ad Hoc Report in Query Studio
- Using ROS published package from above

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1. You Visualize Report You
Brainstorm the information you need
- What you want to display in your report
- How you want it to display

Example
Need to quantify how many
open WOs there are by
asset AND number of labor
hours to complete

Need to get data from

ASSET
WOTRACK

Asset is starting Point

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2. Maximo- Create Report Object Structure Maximo

Background: In Cognos, you create

reports based on Meta Data Packages
(Collections of Database Objects)
Web-Based Report
Development Tool

*Key Feature of Maximo-Cognos Process:

Simplifying ability to create Cognos Packages Maximo Database
AND that reflect Your Database Customizations
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How does Maximo-Cognos Integration Simplify this? Maximo

Capitalize on features To produce information

existing in Maximo today required in Cognos

Maximo V7
Cognos
Object Structure Application

..which enables ..to form Cognos meta

hierarchical collections data packages
of database objects

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For our example.
ROS = Collection of
Business Objects
and Relationships
ROS: REP_ASSET_DEMO
Description: Asset and WO Details

ASSET

assetnum=:assetnum
and
siteid=:siteid WORKORDER

Object Relationship based Business Object defines

on maxrelationship, persistent
or sql where clause attributes that are used

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2A. Start by Building Report Object Structure (ROS)Maximo
Within Object Structure Application- Key Items
Consumed By = REPORTING
Evaluate Relationships, Cardinality and Database Join Carefully

For our example

two objects only.
ASSET and
WORKORDER

More details on building ROS in Maximo Cognos Integration Guides

http://ibm.co/niokIv
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2B. Clear ROS of extra fields for improved usability Maximo
Via Action: Exclude/Include Fields
- Clears ROS of of fields not used for reporting

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Maximo-Cognos Ad Hoc Reporting Process
You
1. Visualize Report

Maximo
2. Create Report Object Structure (ROS)
- Collection of Database Tables

3. Publish Cognos Meta Data

- ROS published -> Meta data for report development

Cognos
4. Create Ad Hoc Report in Query Studio
- Using ROS published package from above

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3. Maximo- Publish Cognos Meta Data from ROSMaximo

From Object Structure

application, select ROS

..Select action Publish as Cognos Package

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To see published Meta DataLaunch to Cognos Cognos

Maximo Application Packages

Available

You can then create

custom reports based
on selected
application package

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Maximo-Cognos Ad Hoc Reporting Process
You
1. Visualize Report

Maximo
2. Create Report Object Structure (ROS)
- Collection of Database Tables
3. Publish Cognos Meta Data
- ROS published -> Meta data for report development

Cognos

4. Create Ad Hoc Report in Query Studio

- Using ROS published package from above

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4. Cognos Create Ad Hoc Report in Query Studio
Cognos

Build content for ad hoc report by selecting fields made

available from Cognos package (Published ROS)

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Continue to Build Cognos Ad Hoc Report
Add Filters, Calculations and Define Sorting

Add Graphs

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Save, Schedule, Print, Edit..

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Items to Note: Cognos Ad Hoc Accessibility

 Cognos Ad Hoc reports can only be accessed from Cognos

They are not visible/accessible from Maximos
Applications Run report Menu

Available in Cognos

Not available within Maximo

applications

*Cognos Report Studio reports can be accessed from both Maximo and
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Cognos
Items to Note: Report Object Structure Relationships

ROS containing complex relationships are not supported for

Cognos Package Publishing

Simple Relationship:
assetnum=:assetnum and siteid=:siteid

Complex Relationship:
assetnum=:assetnum and siteid=:siteid and linetype not in
(select value from synonymdomain where
domainid='LINETYPE' and maxvalue='TOOL')

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Agenda
1. Overview
2. Maximo-Cognos Ad Hoc Reporting Process
You
Visualize Report
Maximo
Create Report Object Structure
Publish Cognos Meta Data
Cognos
Create Ad Hoc Report in Query Studio
3. Reference Materials, Roadmap, SMC

4. Demo and Questions

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Recap of how you can enable Cognos Integration.

1. Direct

-Client has Cognos License

Maximo V7 Cognos

2. InDirect Thru TCR

-Separate Download/Install
from Passport Advantage

Maximo V7 TCR Cognos

*TCR = Tivoli Common Reporting

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Reference Materials : http://ibm.co/niokIv
Maximo Cognos Installation Instructions: How to Install
Type Document Name
Cognos 841 V75_DIRECTMaximo_Cognos84_Install

Cognos 84 V71_DIRECTMaximo_Cognos84_Install

TCR with Cognos 841 V75_INDIRECTMaximo_TCRCognos84_Install

TCR with Cognos 84 V71_INDIRECTMaximo_TCRCognos84_Install

Maximo Cognos Integration: How it Works

Type Document Name

Direct/Indirect V75_Maximo_CognosIntegration

Direct/Indirect V71_Maximo_CognosIntegration

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Enhancements By Release and Roadmap

Release Description Timing

V7.1.1.6 Initial Release December 2009

V7.5.0.0 Platform Upgrade April 2010

Cognos 8.4
Cognos 8.4.1
TCR 1.2
TCR 2.1
V7.5.0.0 Publish Package Descriptions April 2010

V7.5.0.0 Enable direct launch to Cognos April 2010

Portal

V7.5.0.x Upgrade to Cognos 10.x Summer 2012

(Direct Integration Only)

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SMC: Launch Point to Dynamic Information SMC
Virtual Technical community of Clients, Business Partners
and IBMers - Connecting and Collaborating

http://ibm.co/nokOHc or
http://www.ibm.com/developerworks/servicemanagement/am
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 SMC Cognos Report Wiki Pages SMC
Major Report Enhancements by Release
http://ibm.co/GWHgXz

Cognos FAQs
http://ibm.co/oKTTp5

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Cognos- BIRT Comparison Details
SMC
Wiki Page and linked PPT comparing the 2 tools

..as they are included within the

Maximo applications

http://ibm.com/xJKa6D

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SMC Groups..People with common interest
SMC

Join Maximo Reporting Community TODAY!

http://ibm.co/zFmoP2
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Other Reference Materials: BiLogs (BI) Blogs!!
SMC
Access from SMC
..or follow me on Twitter @andbflo_denny

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How to Keep Up with On-Line Information?

Attend STE Session June 29, 2012 at 11am EST!

Maximo Reporting - Maximizing your use of On-Line
Resources
Presentation will review resources available including -

A. Report Wiki Pages

B. BiLogs (Business Intelligence Blogs)
C. Maximo User Forums
D. SMC Maximo Report Community

Registration: http://ibm.co/MpGTIV

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Agenda

1. Overview
2. Maximo-Cognos Ad Hoc Reporting Process
3. Reference Materials, Roadmap, SMC
4. Demo and Questions

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Questions?

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Backup

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Prep Work Security Maximo

Security Group
Application - Grant
Application Access
to Cognos Reporting

Gives user ability to

launch directly to
Cognos Portal from
selected application

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Advantages of creating ROS in Maximo
Removes Complexity of FM Tool
Removes FM Platform Constraints
Produces Cognos Meta Data
(Package)
Produces .cpf file which can be
opened in FM
Captures Clients Unique Database
Customizations
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Significantly Reduces Resources
Required for Creation and
Maintenance of Packages
- Prior Barrier to Product
Acceptance
Opens up Functionality to Non-
Windows Clients
Required to begin any Cognos
report development
Enables additional client
extensions (ex. Override OS
Business Rules) + Use by Other
Cognos Products
Huge. Clients require their
Database Customizations for
reporting
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