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Access Optim archive file data using Cognos

Keep reporting while keeping online data growth under control
Skill Level: Introductory Sambasivam (Sam) Sampathnathan (samsampa@us.ibm.com) Technical Product Manager for Optim and Optim Oracle J.D. Edwards Solutions IBM

21 May 2009 IBM® Optim™ Data Growth Solution can help keep data volumes under control so that critical business applications can continue to perform well. It can also help businesses maintain appropriate data for audit purposes at lower cost. Business intelligence users, however, may need access to information that has been archived. Optim Data Growth Solution, through Optim Open Data Manager, provides universal access to that archived data. In this article, follow the necessary steps to set up connectivity to data that has been archived by Optim Data Growth Solution so that Cognos® users can report on that archived data.

Introduction
IBM Optim (along with IBM Data Studio) is the brand associated with IBM integrated data management solutions. Integrated Data Management provides the ability to manage enterprise application data and optimize data-driven applications, from requirements to retirement, across heterogeneous environments. This article focuses on Optim Data Growth Solution, which provides proven database archiving capabilities, empowering organizations to segregate historical from current data and to store it securely and cost-effectively while maintaining universal access to the data. With Optim Data Growth Solution, you can: • Improve performance and availability by avoiding batch process overruns, reducing the amount of data applications have to process, and speed up

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backup and recovery times • Control costs by reducing storage and maintenance cost and speeding up application processing time • Mitigate risks by allowing the data you may need for compliance purposes be in a format that cannot be altered and providing independent access to archived data using reporting tools such as Cognos In this article, learn the steps that are required to configure the Optim solution and Cognos 8 (which includes 8.1, 8.2, and 8.3) so that Cognos report writers can access archived application data (such as Oracle Enterprise Applications, JD Edwards, Siebel, or custom applications). By doing so, there is no need to restore the data into a live database, which provides greater flexibility and saves time and cost on resources to restore the data to a database. Prerequisites This article assumes that you have some working knowledge of Optim solutions and have access to Optim and Cognos to perform administrative tasks. This article assumes you have the following software installed: • Optim, Version 6.x or 7.x, including Optim Open Data Manager (ODM), which is required to access compressed archive files for independent access to applications, reporting tools such as Cognos, or both. • Cognos 8 (8.1, 8.2, 8.3) on Windows® (installed and configured) Overview of the solution Figure 1 illustrates the solution architecture. This articles focuses on the steps needed to configure the connectivity between Cognos and Optim Open Data Manager (ODM) (circled in Figure 1). ODM is required for independent access to Optim's archive files from native applications or reporting tools such as Cognos, and it provides ODBC or JDBC driver connection to Optim archive files. Figure 1. Architecture of the solution

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Overview of the configuration steps The configuration steps are outlined in Figure 2. The key is to define ODBC data sources for Optim archive files or its collections that you want to access using Cognos for reporting needs. The ODBC data sources must be known to both ODM and Cognos. Cognos will connect to ODM using ODBC DSN, then ODM will access the desired archive file or collection. Figure 2. Process flow of the solution

Access Optim archive file data using Cognos © Copyright IBM Corporation 2009. All rights reserved.

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This article covers the following configuration steps (illustrated in Figure 2): 1. Create Open Data Manager (ODM) Data Source Name (DSN) for Optim archive files or collections and ensure connectivity. The ODM data source configuration is mandatory for Cognos or for any other reporting tool to access Optim's compressed archive file data. Create ODBC Data Source using ODBC Administrator on Windows and ensure to select the appropriate ODM DSN during ODBC data source configuration. The ODBC data source creation is required for Cognos to access the archived data using ODM. Create the data source in Cognos and include the appropriate ODBC data source created in Step 2. For Cognos data source configuration, there are some minor configuration differences between Cognos 8.1/8.2 and 8.3; this article outlines the steps required for both these releases. With the Cognos data source created in Step 3, access the archived data and create reports using Cognos Framework Manager.

2.

3.

4.

Ensure Open Data Manager connectivity to Optim archived file or collection
This step is a basic check to ensure that you have installed ODM and configured it correctly to access the archived file or collection you want to use in the Cognos report creation. Figure 3 shows a configuration from ODM for Optim archived file and

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© Copyright IBM Corporation 2009. All rights reserved.

) After successfully configuring the ODM data source(s). Sample ODM configuration (Click here to see a larger image of Figure 3. Page 5 of 43 . The nav_util usually gets installed as part of the ODM installation and can be found under the ODM install directory path. Nav utility shows connectivity to archive file data Access Optim archive file data using Cognos © Copyright IBM Corporation 2009. Figure 4. • CUST1 is a single archived file of customer data • COLL1 is an archived file collection Figure 3. The default location is C:\Program Files\Attunity\Server\tmp. use the ODM nav_util executable to test ODM DSN connectivity to the archive file or collection data.com/developerWorks developerWorks® collection. For more details. All rights reserved.ibm. see the Optim product documentation.

. then click on the Add… button: Figure 5. click on the Administrative Tools > ODBC Data Source Administrator. you must define an ODBC data source in Windows. All rights reserved. you have two data sources — one for CUST1. In this case. Select the User DSN tab or the System DSN tab. and one for COLL1. you must create an ODBC data source for each of the ODM data sources defined in the previous section.com/developerWorks Create ODBC data source using ODBC Administrator in Windows For Cognos access to Optim archive file or its collection data. ODBC Administrator dialog Access Optim archive file data using Cognos Page 6 of 43 © Copyright IBM Corporation 2009.developerWorks® ibm. 2. From the Windows control panel. To do this. Use the following steps to create an ODBC DSN for CUST1: 1.

ibm. Page 7 of 43 . then click on Finish: Figure 6. Select Attunity Connect Driver Access Optim archive file data using Cognos © Copyright IBM Corporation 2009. All rights reserved. Select Attunity Connect Driver from list.com/developerWorks developerWorks® 3.

Enter the name of the data source (in this example. Name the DSN Access Optim archive file data using Cognos Page 8 of 43 © Copyright IBM Corporation 2009. All rights reserved.com/developerWorks 4. then click on Next: Figure 7. .developerWorks® ibm. Attunity_Cust-Test).

or select NAV. Use the defaults from the binding list. or select NAV Access Optim archive file data using Cognos © Copyright IBM Corporation 2009. then click on Next: Figure 8. Page 9 of 43 . Select the defaults.com/developerWorks developerWorks® 5.ibm. All rights reserved.

Select the appropriate data source name by clicking the browse button (looks like an ellipses […]) under the "Default Data Source" selection.com/developerWorks 6. All rights reserved. select the CUST1 DSN. . Choose the data source Access Optim archive file data using Cognos Page 10 of 43 © Copyright IBM Corporation 2009. For this example. then click on Finish: Figure 9.developerWorks® ibm. which is configured in ODM to access a single archive file data.

2 The steps in this section outline the configuration required to set up a data source in Cognos 8. Launch the Cognos Connection Web portal. Select Tools from Cognos Connection portal Access Optim archive file data using Cognos © Copyright IBM Corporation 2009. Cognos 8.1 or 8.2 to access the archive file using ODM DSN.ibm. Version 8. and select Tools: Figure 10. Page 11 of 43 .com/developerWorks developerWorks® Configure the data source in Cognos This article assumes that you have installed and configured Cognos correctly. 1. All rights reserved.1 or 8.

All rights reserved. .com/developerWorks 2. Select Directory from the drop-down list: Figure 11. Select Directory Access Optim archive file data using Cognos Page 12 of 43 © Copyright IBM Corporation 2009.developerWorks® ibm.

select the Data Sources tab: Figure 12. All rights reserved.com/developerWorks developerWorks® 3. Select the Data Sources tab Access Optim archive file data using Cognos © Copyright IBM Corporation 2009. Page 13 of 43 .ibm. From the Directory Web page.

Select New Data Source icon 5. Click on the New Data Source icon. specify the data source name that the user will see in Cognos. In the Name field. (This example uses the name "ODM Cust Test".developerWorks® ibm. . Create a data source Access Optim archive file data using Cognos Page 14 of 43 © Copyright IBM Corporation 2009.) Figure 14. as circled in the Figure 13: Figure 13.com/developerWorks 4. All rights reserved.

Click on Next. and specify the same ODBC data source name as you created in the previous section (in this example. Specify the ODBC data source name Access Optim archive file data using Cognos © Copyright IBM Corporation 2009. Specify ODBC from the drop-down list 7.com/developerWorks developerWorks® 6. Attunity-Cust_Test): Figure 16. Click on Next.ibm. All rights reserved. Page 15 of 43 . and select ODBC from the Type drop-down list: Figure 15.

Test the connection Access Optim archive file data using Cognos Page 16 of 43 © Copyright IBM Corporation 2009.developerWorks® ibm. From the same Configuration page. . and click on Test the connection…: Figure 17. All rights reserved.com/developerWorks 8. scroll down.

com/developerWorks developerWorks® 9. Click on the Test button: Figure 18. All rights reserved.ibm. Test the connection (2) Access Optim archive file data using Cognos © Copyright IBM Corporation 2009. Page 17 of 43 .

you should see a successful status message. Connection succeeded message 11. Click Finish after testing the connection Access Optim archive file data using Cognos Page 18 of 43 © Copyright IBM Corporation 2009. All rights reserved.developerWorks® ibm.com/developerWorks 10. As shown in the Figure 19. Click on Close twice to go back to the Data Source Configuration page: Figure 19. Click on Finish to save the configuration: Figure 20. .

Cognos 8. 1. All rights reserved. and select Cognos Administration: Figure 21. Page 19 of 43 .3 The steps in this section outline the configuration required to set up a data source in Cognos 8.com/developerWorks developerWorks® These steps complete the Cognos data source creation to access the Optim archive file data. Version 8. Launch Cognos Administration Access Optim archive file data using Cognos © Copyright IBM Corporation 2009.3 to access the archive file using ODM DSN. click on Launch. From the Cognos Connection Web portal.ibm.

.com/developerWorks 2.developerWorks® ibm. All rights reserved. In the Cognos Administration page select the Configuration tab: Figure 22. Select Configuration tab Access Optim archive file data using Cognos Page 20 of 43 © Copyright IBM Corporation 2009.

as circled in the Figure 23: Figure 23. Click on the New Data Source icon.com/developerWorks developerWorks® (Click here to see the entire image of Figure 22.) 3.ibm. All rights reserved. Select New Data Source icon Access Optim archive file data using Cognos © Copyright IBM Corporation 2009. Page 21 of 43 .

com/developerWorks 4. Figure 24. Name the data source Access Optim archive file data using Cognos Page 22 of 43 © Copyright IBM Corporation 2009. This example uses the name "ODMTEST". All rights reserved. specify the data source name that the user will see in Cognos. In the Name field.developerWorks® ibm. .

All rights reserved.ibm.com/developerWorks developerWorks® 5. and select Composite (ODBC) from the Type drop-down list: Figure 25. Choose ODBC as the type Access Optim archive file data using Cognos © Copyright IBM Corporation 2009. Click on Next. Page 23 of 43 .

assume that you have created the ODBC data source name as "COGTEST". Click on Next. Figure 26.developerWorks® ibm. In this example. Specify ODBC data source name Access Optim archive file data using Cognos Page 24 of 43 © Copyright IBM Corporation 2009. . and specify the same ODBC data source name and connection string as you created in the previous section.com/developerWorks 6. All rights reserved.

From the same Configuration page. Test the connection Access Optim archive file data using Cognos © Copyright IBM Corporation 2009.com/developerWorks developerWorks® 7. scroll down and click Test the connection…: Figure 27.ibm. All rights reserved. Page 25 of 43 .

developerWorks® ibm.com/developerWorks 8. Test the connection (2) Access Optim archive file data using Cognos Page 26 of 43 © Copyright IBM Corporation 2009. . All rights reserved. Click on the Test button: Figure 28.

ibm. After you've configured the data source in Cognos Administration. launch the Framework Manager from the Windows Program list. Page 27 of 43 . Figure 29. Click on Create a new project…. 10. Verify that the connection succeeded. 2. then click on Close twice to go back to the Data Source configuration page. use the Cognos Framework Manager client to access the Optim archive files. Make the archive data accessible to report writers using Cognos Framework Manager In this step. All rights reserved. This completes data source configuration for Cognos reports to independently access the Optim archive file or collection data. Click on Finish to save the configuration. Create a new project in Cognos Framework Manager Access Optim archive file data using Cognos © Copyright IBM Corporation 2009.com/developerWorks developerWorks® 9. 1.

developerWorks® ibm. Enter the project name (this example uses COGTEST). and click on OK: Figure 30. . All rights reserved. Name the project Access Optim archive file data using Cognos Page 28 of 43 © Copyright IBM Corporation 2009.com/developerWorks 3.

ibm. and then click on OK: Figure 31. Page 29 of 43 .com/developerWorks developerWorks® 4. Select a language Access Optim archive file data using Cognos © Copyright IBM Corporation 2009. Select the design language for the project. All rights reserved.

and click on Next: Figure 32.com/developerWorks 5.developerWorks® ibm. From the Metadata Wizard. Select data source Access Optim archive file data using Cognos Page 30 of 43 © Copyright IBM Corporation 2009. . All rights reserved. select Data Sources.

Select the data source Access Optim archive file data using Cognos © Copyright IBM Corporation 2009. Page 31 of 43 . it's ODMTEST). Select the appropriate Cognos data source from the list (in this example.com/developerWorks developerWorks® 6. All rights reserved. and click on Next: Figure 33.ibm.

Access Optim archive file data using Cognos Page 32 of 43 © Copyright IBM Corporation 2009. See objects in the archive file 8. All rights reserved.com/developerWorks 7. Expand the tree to view the objects that are included in the archive file. then click on Next: Figure 34. the database owner names. view. along with the objects in the archive file such as tables. . Select the appropriate database objects that you want to have available for reporting. The Select Objects Wizard lists the schema name.developerWorks® ibm. or both that are included in the archive file. synonyms. and so on.

Page 33 of 43 . Select Import to generate the relationships in Cognos: Figure 35. Import the relationships Access Optim archive file data using Cognos © Copyright IBM Corporation 2009.com/developerWorks developerWorks® 9.ibm. All rights reserved.

All rights reserved. which will take you back to your project in the Cognos Framework Manager: Figure 36.com/developerWorks 10. .developerWorks® ibm. Back to the project page in Cognos Framework Manager Access Optim archive file data using Cognos Page 34 of 43 © Copyright IBM Corporation 2009. Click on Finish.

com/developerWorks developerWorks® 11. Save the project Access Optim archive file data using Cognos © Copyright IBM Corporation 2009. Select File > Save to save the project details for Cognos users to create reports: Figure 37.ibm. All rights reserved. Page 35 of 43 .

Figure 38. the Cognos user will be able to create their custom report using Cognos Report Studio. shows the Package option disabled. Query Studio. below. select Actions > Create > Package. To create the package. All rights reserved. as it was taken after creating the package: Figure 38. Create a package Access Optim archive file data using Cognos Page 36 of 43 © Copyright IBM Corporation 2009. Event Studio. and Analysis Studio. create a package for the project and publish that on the Cognos Connection Manager portal. .com/developerWorks After you save the project.developerWorks® ibm. Using the published package.

All rights reserved.com/developerWorks developerWorks® Once the package gets published. it appears on the Cognos Connection Manager: Figure 39. The new package is now available from Cognos Connection Manager Access Optim archive file data using Cognos © Copyright IBM Corporation 2009. Page 37 of 43 .ibm.

Select a reporting tool Access Optim archive file data using Cognos Page 38 of 43 © Copyright IBM Corporation 2009. They can choose the appropriate tool from there to create their reports.developerWorks® ibm. select the package and click on Launch. . To do so.com/developerWorks Users can then create reports. All rights reserved. Figure 40.

and more: Figure 41. HTML. All rights reserved.com/developerWorks developerWorks® The report illustrated in Figure 41 is created using the Cognos Report Studio. which can be saved as an XML. PDF.ibm. Report on archived data using Report Studio Access Optim archive file data using Cognos © Copyright IBM Corporation 2009. Page 39 of 43 .

and more. PDF. the user is able to design a custom report and save it in any of the following supported format: HTML. XML. Design the report Access Optim archive file data using Cognos Page 40 of 43 © Copyright IBM Corporation 2009. .developerWorks® ibm. Figure 42. Excel.com/developerWorks (Click here to see a larger image of Figure 41. All rights reserved. Word.) Using Cognos Query Studio.

Page 41 of 43 .) Using Cognos Event Studio.com/developerWorks developerWorks® (Click here to see a larger image of Figure 42. Figure 43. All rights reserved.ibm. the user is also able to create reports and different types of charts for upper management. Use Event Studio to create charts Access Optim archive file data using Cognos © Copyright IBM Corporation 2009.

com/developerWorks (Click here to see a larger image of Figure 43. Access Optim archive file data using Cognos Page 42 of 43 © Copyright IBM Corporation 2009. as well as how Optim Data Growth Solution provides access to archive data for ad-hoc. These steps help you to access archive file data from its compressed file format and provide independent reporting capabilities.) Conclusion The configuration steps described in this article show how an enterprise can efficiently utilize Optim Data Growth Solution for its enterprise data management needs. . or e-discovery requests.developerWorks® ibm. All rights reserved. audit.

All rights reserved. • Optim z/OS discussion forum: Share innovative ideas and experiences with others who have implemented any of the solutions in the Optim z/OS portfolio. • Stay current with developerWorks technical events and webcasts. Edwards integration lead and has successfully implemented Optim and Optim JDE solution for several customers across the globe. Currently.com/developerWorks developerWorks® Resources Learn • Optim Data Growth Solution: Learn more about Optim Data Growth Solution. available for download directly from developerWorks. Access Optim archive file data using Cognos © Copyright IBM Corporation 2009. • developerWorks Information Management zone: Learn more about Information Management.D. downloads. About the author Sambasivam (Sam) Sampathnathan Sam Sampathnathan has worked with Optim technologies for over five years. Discuss • Optim LUW discussion forum: Share innovative ideas and experiences with others who have implemented any of the solutions in the Optim LUW portfolio. Get products and technologies • Build your next development project with IBM trial software. as well as Optim integration to other IBM products. product information. education. he is responsible for the Optim JDE solutions offering. how-to articles. Page 43 of 43 . Find technical documentation. and more.ibm. He worked as an Optim J. • Participate in developerWorks blogs and get involved in the developerWorks community.

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