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User Guide
MAXIMIZING YOUR SUPPORT INVESTMENT
Copyright © 2007 Cognos Incorporated.
While every attempt has been made to ensure that the information in this document is accurate and
complete, some typographical errors or technical inaccuracies may exist. Cognos does not accept
responsibility for any kind of loss resulting from the use of information contained in this document.
This document shows the publication date. The information contained in this document is subject to
change without notice. Any improvements or changes to the information contained in this document
will be documented in subsequent editions. This document contains proprietary information of
Cognos Incorporated. All rights are reserved.
No part of this document may be copied, photocopied, reproduced, stored in a retrieval system,
transmitted in any form or by any means, or translated into another language without the prior
written consent of Cognos Incorporated.
Cognos and the Cognos logo are trademarks of Cognos Incorporated in the United States and/or other
countries. All other names are trademarks or registered trademarks of their respective companies.
Information about Cognos Products and Accessibility can be found at www.cognos.com
TABLE OF CONTENTS
3
1.0 INTRODUCTION AND OVERVIEW
Welcome to Cognos Support! There are two Section 3.0: Cognos Support Plans
guides available to assist you in navigating Overview
Cognos Support: Provides a very brief overview of the
Cognos Support Plans in a compare and
1. Cognos Support Plans Guide: The
contrast style. This is not intended to
Support Plans Guide is intended to
replace the Cognos Support Plans Guide,
educate you about the available Cognos
which is the reference source you should
Support Plans prior to purchase, and
use for detailed Support Plan information.
serve as a reference of your support
entitlements after your purchase. It is the Section 4.0: Online Support
definitive document on what is included Summarizes and details the extensive,
in your specific Support Plan. online self-service resources available to
you.
2. Cognos Support User Guide: The
Cognos Support User Guide is intended Section 5.0: Assisted Support
to help you maximize your support Summarizes and details how to work with
investment. Targeted to customers that Cognos Support when you require live,
have already purchased support and interactive support.
chosen their Support Plan, the Support
Section 6.0: Product Continuation
User Guide details how to use and
Summarizes and details the various
access support services.
product releases available from Cognos.
The guide you are now reading is the Cognos
Section 7.0: Additional Resources
Support User Guide. It is organized as
Provides a quick reference of pertinent
follows:
resources available to you from Cognos.
Section 1.0: Introduction and Overview
Section 8.0: Contacting Us
Assists you in understanding the guides
Provides ways to contact Cognos Support.
available to you, explains their target
audience and objective, as well as prepares
you to navigate this document.
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2.0 GETTING STARTED
In this section you’ll find most of the Error Correction: is defined as a revision that
information you need to get started using corrects Errors and deficiencies in product
Cognos Support. The first part assists you code.
with terminology you’ll encounter in this
Priority: the severity level of a Service
document and while using Cognos Support.
Request, from 1 to 4, that encapsulates the
In the second part you’ll find answers to some
impact an issue is having on your business
frequently asked questions (FAQ), and in the
and/or application.
process be given background on the absolute
basics you need to know to be successful with Response Time: response time relates to a
Cognos Support. Service Request, and is the lapsed time from
when you log a Service Request to when a
2.1 GLOSSARY
Cognos Support Analyst is assigned to your
Cognos Assisted Support (Assisted Support): issue, and acknowledges such assignment by
available through the Cognos Support Web initiating return contact. The Response Time
site or via telephone, Assisted Support is you receive is a function of your Support Plan
when you require a Cognos Support Analyst and Service Request Priority.
to provide live, interactive technical
Service Request (SR): a single, reproducible
assistance.
issue, problem, or symptom that you require
Cognos Online Support (Online Support): interactive assistance with from a Cognos
refers to the Cognos Support self-service Web Support Analyst.
site, and collectively all of its features and
Support Contact: a member of your team
assets.
who is highly trained and skilled in Cognos
Cognos Insight!: a market name adopted for products and solutions, and who understands
the Service Request logging portion of the your implementation of Cognos. Specific
Cognos Support Web site. types of Support Contacts (i.e.,
Primary/Secondary) work collectively with
Cognos Support Analyst (Support Analyst):
Cognos to identify, diagnose and resolve
often referred to as a Support Analyst or
Service Requests.
Technical Analyst, a Cognos Support Analyst
is a highly skilled, highly trained technical Support Plan: a Support Plan is a purchasable
Cognos employee who is ready to assist you support service offering with defined
when you need live, interactive support from deliverables, rights, joint commitments and
Cognos. service levels. A Support Plan encapsulates the
shared working arrangement between you
Cognos Support: collectively refers to the
and Cognos Support.
entire support organization at Cognos, most
typically visible to you via 24x7 online Web
access and Cognos Support Analysts.
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2.2 FREQUENTLY ASKED QUESTIONS Question: How do I become a Support
Contact?
Question: What is my customer number and
where do I find it? Answer: Upon initial purchase of support
from Cognos, your company must designate a
Answer: Your customer number, sometimes
Primary Contact. Your Primary Contact must
referred to as your account number, is the
call a Cognos Support Center and register as
unique identifier given to your company by
such. Once registered, your Primary Contact,
Cognos. It will appear on all of your support
in conjunction with Cognos, will manage all
quotes and invoices, and you may be asked to
other Support Contacts to your entitlement
provide it when you contact Cognos Support.
limits.
You can determine your customer number by
looking at your original or last Cognos Question: How do I get access to Cognos
invoice, by contacting your Cognos sales or Online Support?
renewal representative, or by calling Cognos
Answer: All contact types have access to
Support.
Cognos Online Support. Some access for Web
Question: How do I contact Cognos Support? Contacts is restricted. To establish a username
and password for Cognos Online Support,
Answer: One of the key sources for contact
your Primary Contact adds your details, at
information is the Cognos Support Web site at
their discretion, into the Administration
http://support.cognos.com. Specific Support
section of Cognos Online Support. Your login
Center locations and coverage information can
name will be your e-mail address, and your
be found at http://support.cognos.com/en/
password will be sent to that e-mail address.
support/about/contact.html.
Question: How do I reach Cognos Assisted
Question: Are there different types of Support
Support?
Contacts?
Answer: Cognos Support has worldwide
Answer: There are three different levels of
coverage and our support centers are divided
customer designated Support Contacts:
among three regions:
Primary, Secondary, and Web User. You may
select one Primary and as many Secondary • Americas: covering North and South
Contacts as your total contact entitlement America and the Caribbean
allows. There is no limit to the number of
• Europe, Middle East and South Africa
Web Users permitted. The privileges of the
(EMEA): covering Eastern and Western
different contact types are as follows:
Europe, the United Kingdom, Scandinavia,
Privilege Primary Secondary Web the Middle East and Africa
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Question: How do I reach 24x7 Critical
Coverage Support?
7
3.0 COGNOS SUPPORT PLANS OVERVIEW
Cognos Support offers Support Plans specific The difference between the plans is in the
to Software customers and Appliance Assisted Support focus.
customers. Software customers purchase
3. Assisted Support: the support services
software from Cognos and install and
available to you when you require live,
maintain such software on their own
interactive support from Cognos
hardware, whereas Appliance customers
purchase hardware from Cognos on which The Support Plans available to Software
software solutions are pre-installed and customers include: 1) Standard, 2) Advantage,
configured. and 3) Premier. Appliance customers are
eligible for the Select Support Plan. The Select
All Support Plans are founded on:
Support Plan for Appliance customers is very
1. Product (Appliance) Continuation: similar to the Standard Support Plan for
access to various new and upgrade Software customers, but adds hardware
releases of software and/or hardware support services.
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This table summarizes each Support Plan.
9
4.0 ONLINE SUPPORT
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Support Plans Guide, the companion document Cognos Diagnostic Tools –
to this User Guide. Only Primary and Secondary http://support.cognos.com/en/support/diagnostic
Support Contacts can access these downloads, as s/index.html
described elsewhere in this Guide.
Timely and accurate information about your
Product Documentation – system environment, Cognos product
http://support.cognos.com/en/support/ configuration and settings are crucial to speeding
documentation/index.html issue resolution and improving productivity of
your team. Cognos Support has developed a
Updated product documentation, including
number of diagnostic tools to help verify your
readme files, installation guides, new feature
software environment, identify and troubleshoot
guides, and user and technical reference manuals,
issues and provide you with the product details
is provided with each New Release. In the case of
and systems information needed to log a support
multi-user licenses, only one set of hardcopy
Service Request, and to perhaps self-diagnose and
documentation is provided with the software.
issue.
The documentation details new features and
enhancements and may also be updated based on Proactive Notifications –
user feedback. If required, additional hardcopies http://support.cognos.com/en/gcs/rss/
can be purchased through your Cognos account
Through RSS feeds, which stands for Really
manager, or a soft copy can be downloaded from
Simple Syndication, you have access to
the Support Web site.
continually updated headlines, summaries, and
Supportlink Magazine – links to full stories on our Web site. To access the
http://support.cognos.com/supportlink/index.html RSS feeds, you will need to install a news reader.
The latest editions of popular Web browsers also
All Support Contact types can access
have built-in support for RSS feeds allowing you
Supportlink, an online magazine with technical
to download and display RSS feeds right in your
and product information written by Cognos,
Web browser.
customers and partners. Supportlink is designed
to enable you to work more effectively with Cognos Communities –
Cognos software. Published by Cognos Support, http://support.cognos.com/en/support/
Supportlink is a unique source of in-depth communities/index.html
information about Cognos software and services.
By using the Cognos Communities you can
“Tech-Talk” Web Seminars (Customer communicate, share and interact with other
Information Series) – Cognos users from all over the world. Interact
http://www.cognos.com/techtalkinsider/ online and in person and exchange your ideas
and solutions. Become part of the growing
This online series delivers deep, real-world
community of Cognos users.
technical information and offers the opportunity
to engage live with Cognos experts. Register for If you have any questions or comments
monthly Cognos Customer Information Series regarding Cognos Online Support, please
Web Seminars to learn about best practices and contact the Cognos Online Support team at
technology updates from hands-on specialists webmaster.support@cognos.com. Note: this
from across Cognos. email address is intended only for questions
relating to the use of the Online Support
services, and should not be used to log Service
Requests – doing so will result in delays in
processing a request for assistance.
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5.0 ASSISTED SUPPORT
5.1 WHEN TO LOG A SERVICE REQUEST 5.2 BEFORE LOGGING A SERVICE REQUEST
Logging a Service Request is typically Before logging a Service Request, you should
appropriate if you: use Cognos Online Support resources to
• Are looking for guidance with respect to identify, and perhaps solve, the issue. If the
the correct use of a Cognos product or diagnosis and solution are not readily apparent,
feature. you will need to gather some information and
perform some tasks before logging a Service
• Are looking for clarification with respect to
Request. This will ensure that your issue is
a documented feature.
resolved as quickly as possible.
• Need assistance troubleshooting an issue
when you are experiencing unexpected 1. Verify that the issue is actually with your
results. Cognos software. Given that Cognos
products operate in a software and
• Need to reproduce potential Cognos
hardware environment of varying
product errors and receive alternative
complexity, you need to eliminate the
solutions until the code problem can be
possibility that the problem resides with
corrected.
another vendor’s product, such as your
You will be referred to our Consulting or hardware, database, operating system or
Training Services teams if, for example, your network software. If the issue is found to
issue: be with another vendor’s product but is
impacting your Cognos solution, you will
• Requires hands-on configuration and
need to contact that specific vendor.
tuning
Cognos will use reasonable efforts to
• Is non-reproducible
resolve the issue with you and the vendor.
• Is associated to your specific
customizations or implementation 2. Verify that you are working with a
supported version of the Cognos software,
• Is related to the designing of a model or the
using the product information available to
developing of reports
you and described in the Online Support
• Is in regards to planning a deployment or section of this User Guide. If the version
project management you are using is not supported, you might
need to upgrade in order to solve the
If you are unsure whether your issue should be
problem.
logged as a Service Request, or if it requires
Consulting or Training Services, follow the Useful Link: http://support.cognos.com/en/
Service Request submission process with support/products/supported.html
Cognos Support. A Support Analyst will then
work with you to determine the best plan of
action.
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3. Verify that you are working with a 7. Check for more obvious root causes, such
supported software environment, using the as file locations, directories, and paths
product information available to you and specified, insufficient access permissions,
described in the Online Support section of lack of disk space, and so on.
this User Guide. You can also use the
8. Determine if the problem occurs on one,
Cognos Diagnostic Tools described in the
more than one, or all of your computers.
Online Support section to verify your
You can use Cognos Diagnostic Tools,
environment.
available at http://support.cognos.com/
Useful Link: http://support.cognos.com/ en/support/diagnostics/, to verify your
en/support/products/environments.html environment, compare the results between
different installations and identify possible
4. Check to see if the problem is reoccurring
differences.
by reviewing your company’s past Service
Requests. Your Service Request history can 9. Determine if Cognos Consulting or Training
be found under My Company’s Service Services would be better positioned to
Requests, available via Online Support. address the problem or need, keeping in
mind that Cognos Support’s primary
5. Attempt to reproduce the problem to ensure
responsibilities to you are:
that it is not just a simple misstep.
Determine if the problem occurs randomly • Providing guidance with respect to the
or consistently. correct use of a Cognos product feature.
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Each Service Request you log is assigned a Logging Service Requests by Telephone
reference number. This unique identifier enables
Locate and call your nearest Support Center
you and Cognos to track the Service Request
using the above provided link. Please have all
until the issue is resolved, and afterwards for
required information gathered in advance. If you
historical reference. It is important to record this
contact Cognos Support via telephone for an
number to simplify getting status update requests
update, you will be prompted for the Service
via the telephone or online.
Request reference number to ensure you are
Information Required to Log a Service Request connected to the correct Support Analyst to
ensure an accurate update.
Whether you log your Service Request by
telephone or online, some combination of the Logging Service Requests Online
following information is required, so it is advised
1. Access Cognos Online Support at
that you collect it in advance:
http://support.cognos.com
• Your customer number 2. Locate and click the Create Service Request
• Your full name link
• Your network configuration and topology, if After logging a Service Request and when using
applicable Cognos Online Support, you can locate your
• The types and versions of databases you are Service Request by following the Check Status
accessing, if applicable of Service Requests link. Your 10 most recent
Service Requests will appear in the list, and you
• A description of what you were doing when
can view the current status or each. To find
the issue occurred (error messages, product
older Service Requests, use the Query button.
behaviors, steps that result in error)
To broaden the scope of your online Service
• The text or screen capture of any error Request view to that of your entire company,
messages that appeared on screen follow the Check Status of My Company’s
• Log files that record configuration and Service Requests link.
events
• The steps you have already taken in an
attempt to solve the issue
• Pertinent diagnostic results from the Cognos
Diagnostic Tools
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5.4 SERVICE REQUEST DETAILS If you log your Service Request by telephone,
please clearly state the business impact of the
Priority
issue and a Priority will be set for you. A Support
If you log your Service Request using Cognos Analyst will respond to your Service Request by
Online Support you must indicate the initial e-mail or phone (based on your preference),
Priority level. Once a Cognos Support Analyst according to the Response Time specified for
responds to your Service Request and obtains your Support Plan. Please see the Cognos
additional detail, together you may mutually Support Plans Guide for the Response Times
agree to change the Priority. associated to your specific Support Plan.
Business Recommended
Priority Impact Contact Method Description
To ensure speedy resolution, the Support Contact who logged the Service Request must be readily
available throughout the time period that the Service Request is being worked on.
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Status
Every Service Request will have a status of Open or Closed. The Open status indicates that work is
progressing, and updates and attachments can be added to the Service Request. A Service Request
with a substatus of Resolved or Cancelled for seven days is moved to a Closed status. Every Service
Request will have one of the following sub-statuses:
Are you
notified
Sub-Status Description by email?
Submitted A Service Request has been created.
Waiting on R&D Info The Support Analyst is waiting for information from
development or Product Management.
Product Issue Created A product Error or enhancement request has been logged.
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Resolution • The issue cannot be reproduced in a baseline
Cognos Support strives to resolve your issues as environment and it is determined that a
fast as possible with the highest quality, and Cognos Consulting engagement is required
receive direct confirmation from you that the in order to assess customization, design or
issue has been resolved. However, there are architectural influences that might be
instances when an issue will be deemed Resolved causing or contributing to the issue.
without your direct input. Below is a list of • The Service Request has been left open for
reasons why an issue may be deemed Resolved: seven consecutive business days, awaiting a
• You tell Cognos the issue is resolved or can response from you.
be closed.
Escalation
• The issue is found not to be due to any Error
A Service Request may be escalated by you, or by
in the Cognos product.
Cognos Support. If it is deemed that a Service
• Instructions are provided to you on how to
Request requires escalation, Cognos Support will
correctly deploy or use the product feature
collaborate with the necessary resources, which
in question.
may include Cognos development and/or
• A workaround to achieve similar results is
consulting, and other resources as appropriate.
provided and accepted by you.
You must also be prepared to make appropriate
• You are informed of a scheduled product resources available to work with Cognos Support.
release that contains an Error Correction for
the issue. Cognos Support Initiated Escalation – Cognos
• The issue is classified as an enhancement Support Analysts or Support Management may
request, and Cognos determines that such a escalate a Service Request at any time based on the
change will not be undertaken. perceived impact to your business, the age or
• The issue would require a change in existing complexity of the Service Request, or other
product functionality, and Cognos relevant factors. As a result of the escalation, the
determines that such a change will not be Service Request will be reassigned or overseen by
undertaken. an appropriate senior Support Analyst. A note will
• The issue is determined to be a third-party be added to the Service Request providing details
vendor issue and you agree to transfer the of the escalation and the resources assigned.
problem to the third-party vendor for
Customer Initiated Escalation – You may escalate
resolution.
a Service Request by telephoning your regional
• It is determined that you require additional Support Center and requesting that your issue be
expertise and knowledge that can only be escalated. You will need to provide the relevant
gained through product training or a Cognos
Service Request number(s) and the reasons you
Consulting engagement.
believe the Service Request should be escalated,
such as the impact to your business, pending
deadlines, or issue age and severity. Your Service
Request will be reviewed, and if applicable, it
will be reassigned to a senior Cognos Support
Analyst and an Escalation Manager will be
assigned. Either the Escalation Manager or senior
Support Analyst will contact you to work on an
action plan to solve the issue.
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Joint Commitments
A successful partnership requires full cooperation If at any time during the resolution of a Service
and collaboration between Cognos and its Request you cannot meet these commitments, or
customers. By working towards the following cannot provide the required, timely assistance,
joint commitments, you can contribute to quality, your Service Request Priority may be lowered, or
fast issue resolution and ensure you receive the Cognos Support work may be suspended until
most value from Cognos Support. you can.
1 Cognos Support will work on the You will involve the number and level of
Service Request with you throughout knowledgeable staff that is required to
the business day, and provided that work the Service Request effectively. For
the Service Request was logged example, a database administrator might be
during business hours, will continue required to assist.
to work on the issue outside of
You must be willing to collaborate with
business hours even if you do not
Cognos Support full-time throughout the
have 24x7 Critical Coverage.
business day, and 24x7 if required, as your
assistance may be required to gather
information or test and apply proposed
solutions.
2 Cognos Support will focus on the You or designated resources must be willing
Service Request in collaboration with to collaborate with Cognos Support full-
you throughout the business day during time throughout the business day, and be
normal business hours. readily available.
3 Cognos Support will work with you to You must be periodically available during
provide a resolution or an alternative normal business hours and answer requests
solution in a timely manner. for information in a timely manner.
4 Cognos Support will provide you with You must be periodically available during
direction on how to resolve the issue. normal business hours and answer requests
for information in a timely manner.
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6.0 PRODUCT (APPLIANCE) CONTINUATION
Cognos invests significantly in enriching our Maintenance Releases are incremental changes to
products. As a Cognos supported customer you a Major or Minor New Release, periodically
are entitled to upgrades and documentation for made available to supported customers. They
supported products that become available during primarily address problems with the software
the life of your support contract. that have been reported by customers or
uncovered through Cognos’ own investigations,
Cognos delivers different types of software
and also add support for new environments. In
releases during the life of a product.
some cases they may contain new capabilities and
Most release types are available for download
improvements but to a lesser degree than a New
from the Cognos Support Web site at:
Release. Maintenance Releases are subject to full
http://support.cognos.com/supported/en/
regression testing and include the accumulation
support/downloads/
of corrections made in all previous Maintenance
Not all release types are available for all Releases and Hot Sites since the most recent New
products. Please visit the above product Release. They may require a full install/reinstall
download link, and consult the Cognos of the Cognos product.
Support Plans Guide.
Maintenance Releases can be signified in one of
6.1 PRODUCT RELEASE TYPES two ways. They may add a Release number or
MR number suffix to the major and minor
New Releases version number, such as Cognos 8.2 Maintenance
New Releases (Major and Minor versions) Release 1, often abbreviated to Cognos 8.2 MR1.
feature new capabilities, new supported Alternatively they may add a third decimal point
environments, improvements in quality, to the major and minor version number, such as
scalability and performance, as well as Cognos 8.2.1, leading to the Point Release
architectural enhancements. New Releases reference.
are fully regression tested and typically
Hot Sites
require a full uninstall/reinstall of the Cognos
product. New Releases are signified by an Should a specific error, or combination thereof,
increment in the major version number, warrant immediate release to solve a high
represented by the digits to the immediate left priority issue for a customer, a specific product
of the first decimal in the version number, or build containing the error correction may be
by an increment in the minor version number, designated as a Hot Site. These releases are
represented by the digits to the immediate right normally sent only to customers who have
of the first decimal in the version number reported one of the corrected errors and the error
(e.g., Cognos 8.2, Series 7 Version 4 - 7.4). must be an extremely high priority. Hot Sites do
not address customer enhancement requests, and
Maintenance/Point Releases not all error corrections can be delivered as Hot
Maintenance Releases are alternately referred to Sites. Hot Sites include the accumulation of
as Point Releases. In this document the two terms corrections made in all previous Hot Sites since
will remain interchangeable, but for clarity of the most recent release. Due to their urgency and
reading Maintenance Release will be used herein unlike a Maintenance Release, Hot Sites undergo
to describe this release type. only targeted testing of specific corrections, not
19
regression testing. If your issue is not causing a
major business impact, we recommend that you
wait for a scheduled Service Pack or Maintenance
Release, which is regression tested. Hot Site
corrections are automatically included in the next
Maintenance Release or Service Pack.
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7.0 ADDITIONAL CUSTOMER RESOURCES
21
8.0 CONTACTING US
We welcome your feedback! Feel free to contact If you have any questions or comments regarding
Cognos Support by e-mail, telephone, or regular Cognos Online Support, please contact the
mail. Direct any comments to the attention of the Cognos Online Support team at
support manager for your Support Center, or you webmaster.support@cognos.com. Note: this e-
can send an e-mail to all support managers at mail address is intended only for questions
c.s.managers@cognos.com. relating to the use of the Online Support services,
and should not be used to log Service Requests –
For a complete list of Support Centers
doing so will result in delays in processing a
and their contact information, visit
request for assistance.
http://support.cognos.com/en/
support/about/contact.html
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h t t p : / / s u p po r t . c o g n o s . c o m
Cognos, the Cognos logo, the Cognos Global Support logo, The Next Level of Performance,
Impromptu, PowerPlay, and Supportlink are trademarks of Cognos Incorporated.
to come
P R I N T E D I N CA N A DA (11/07)
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