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This document applies to IBM Cognos 8 Version 8.4 and may also apply to subsequent releases. To check for newer versions of this document, visit the IBM Cognos Resource Center (http://www.ibm.com/software/data/support/cognos_crc.html).
Copyright
Copyright 2008 Cognos ULC (formerly Cognos Incorporated). Cognos ULC is an IBM Company. Portions of Cognos ULC software products are protected by one or more of the following U.S. Patents: 6,609,123 B1; 6,611,838 B1; 6,662,188 B1; 6,728,697 B2; 6,741,982 B2; 6,763,520 B1; 6,768,995 B2; 6,782,378 B2; 6,847,973 B2; 6,907,428 B2; 6,853,375 B2; 6,986,135 B2; 6,995,768 B2; 7,062,479 B2; 7,072,822 B2; 7,111,007 B2; 7,130,822 B1; 7,155,398 B2; 7,171,425 B2; 7,185,016 B1; 7,213,199 B2; 7,243,106 B2; 7,257,612 B2; 7,275,211 B2; 7,281,047 B2; 7,293,008 B2; 7,296,040 B2; 7,318,058 B2; 7,325,003 B2; 7,333,995 B2. Cognos and the Cognos logo are trademarks of Cognos ULC (formerly Cognos Incorporated) in the United States and/or other countries. IBM and the IBM logo are trademarks of International Business Machines Corporation in the United States, or other countries or both. Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. Other company, product, or service names may be trademarks or service marks of others. 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. U.S. Government Restricted Rights. The software and accompanying materials are provided with Restricted Rights. Use, duplication, or disclosure by the Government is subject to the restrictions in subparagraph (C)(1)(ii) of the Rights in Technical Data and Computer clause at DFARS 252.227-7013, or subparagraphs (C)(1) and (2) of the Commercial Computer Software - Restricted Rights at 48CFR52.227 as applicable. The Contractor is Cognos Corporation, 15 Wayside Road, Burlington, MA 01803. This document contains proprietary information of Cognos. 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.
Table of Contents
Introduction
5 7
New Features in Version 8.4 7 Creating New Map Layers from Existing Map Layers 7 Chapter 2: Installing Map Manager System Requirements 9 Supported Environments 9 Install Map Manager 10 Uninstall Map Manager 10 Chapter 3: Map Manager
13
Report Studio and Map Charts 15 Start Map Manager 16 Open a Map File 16 Create a Custom Layer 16 Save a Map File 17 Save a Map File Using a Different Name or Location 17 Change the Position of a Map File in the Report Studio Map Selection Dialog 18 Import a Map from a Third-party Source 18 Preparing Maps for Reuse in Reports 19 Change the Map Image 20 Add a Description to a Map 21 Add an Alias to the Dictionary for a Map Feature 21 Find a Map Feature 22 Adding Language (Locale) Support 22 Merge a Customized Map with Another Map 24 Chapter 4: Acquiring New Maps Chapter 5: Troubleshooting
25
27
Problems When Using Map Manager 27 Problems Importing Files 27 Glossary Index
29
31
Table of Contents
4 Map Manager
Introduction
This document is intended for use with Map Manager. Map Manager is a Windows utility that manages maps and is intended for use only with Report Studio, which is a report authoring component of IBM Cognos 8 Business Intelligence. IBM Cognos 8 Business Intelligence is an integrated business intelligence suite that provides a wide range of functionality to help you understand your organizations data. This document describes how to install Map Manager and also describes how to import maps from third-party sources to use in Report Studio define alternate names or abbreviations for map features provide multilingual support for maps
Audience
To use this guide, you should be familiar with basic Windows administration skills and reporting concepts. Before you use Map Manager, you should be familiar with basic map terminology and the reporting requirements for your organization.
Related Documentation
Our documentation includes user guides, getting started guides, new features guides, readmes, and other materials to meet the needs of our varied audience. The following documents contain related information and may be referred to in this document. Note: For online users of this document, a Web page such as The page cannot be found may appear when clicking individual links in the following table. Documents are made available for your particular installation and translation configuration. If a link is unavailable, you can access the document on the IBM Cognos Resource Center (http://www.ibm.com/software/data/support/cognos_crc.html).
Document
Description
Report Studio Professional Authoring reports that analyze corporate data according to specific Authoring User Guide needs Report Studio Express Authoring User Guide Authoring financial reports that analyze corporate data according to specific needs
Finding Information
Product documentation is available in online help from the Help menu or button in IBM Cognos products.
Introduction To find the most current product documentation, including all localized documentation and knowledge base materials, access the IBM Cognos Resource Center (http://www.ibm.com/software/ data/support/cognos_crc.html). You can also read PDF versions of the product readme files and installation guides directly from IBM Cognos product CDs.
Getting Help
For more information about using this product or for technical assistance, visit the IBM Cognos Resource Center (http://www.ibm.com/software/data/support/cognos_crc.html). This site provides information on support, professional services, and education.
6 Map Manager
8 Map Manager
Before you install, ensure that you have administrator privileges for the Windows computer you are installing on. If you are not an administrator, ask your system administrator to add you to the Administrator group on your computer.
System Requirements
Before you install Map Manager, ensure that your computer meets the software and hardware requirements. The hardware requirements depend on your business intelligence environment. You may require additional resources, such as disk space. The following table lists the minimum hardware and software requirements to run Map Manager.
Requirement
Operating system Disk space
Specification
Windows Minimum: 50 MB of free space on the drive that contains the temporary directory used by IBM Cognos 8
Supported Environments
To review an up-to-date list of environments supported by IBM Cognos products, such as operating systems, patches, browsers, Web servers, directory servers, database servers, and application servers, visit the IBM Cognos Resource Center (http://www.ibm.com/software/data/support/cognos_crc. html). It is important to apply all required operating system patches and to use only the versions of other software that are supported by an IBM Cognos product. Otherwise, your product may not work properly.
Steps
1. We recommend that you first close all applications that are currently running so that the installation program can copy all the required files to your computer. 2. Insert the Framework Manager for Windows CD and then open the installation menu. The Welcome page of the installation wizard should appear. 3. If no Welcome page appears, in the win32 directory on the CD, double-click the issetup.exe file. 4. Select the language to use for the installation. The language you choose determines the language of the text that appears on the pages of the installation wizard. 5. On the Installation Location page, select the directory. If you are installing Map Manager on a computer that already has IBM Cognos 8 products, you must install Map Manager in the same directory. 6. On the Component Selection page, expand IBM Cognos 8 Business Intelligence Modeling and then click Map Manager. 7. Follow the directions in the installation wizard to copy the required files to your computer. 8. In the Finish page of the installation wizard, if you want to see late-breaking information about Map Manager, click View the Readme. 9. Click Finish. The installation wizard creates two log files in the c8_location\instlog directory. The install log file records the activities that the installation wizard performs while transferring files. The summary-error log file records the components you install, disk space information, your selections in the transfer dialogs, and any errors the installation wizard encounters while transferring components. The log file names include the product name, version, build number, and time stamp. You can now use the Windows Start menu to start Map Manager.
10 Map Manager
Chapter 2: Installing Map Manager Before you uninstall, ensure that you back up any data that you may need in the future.
Steps
1. From the Start menu, click Programs, IBM Cognos 8, Uninstall IBM Cognos 8. The Uninstall wizard appears. Tip: IBM Cognos 8 is the default name of the Program Folder that is created during the installation. If you chose another name, go to that folder to find the program. 2. Follow the instructions to uninstall. 3. At the prompt to select the package to uninstall, click IBM Cognos 8 Business Intelligence Modeling and then click Next. The Cognos_uninst_log.htm file records the activities that the Uninstall wizard performs while uninstalling files. Tip: To find the log file, look in the Temp directory. Uninstalling does not remove any files that changed since the installation, such as user data files. Your installation location remains on your computer, and you retain these files until you delete them using Windows Explorer.
12 Map Manager
Custom maps
MapInfo Professional
Custom geosets
Import GST Export text Translations Import text Save CMF IBM Cognos Map Manager Open CMF IBM Cognos sample maps
Maps directory
Report Studio
Run report
Report Viewer
Within each of the applications, you can perform certain actions as shown in the following table.
Application
Report Viewer
Actions permitted
Drill through Get tool tips
Report Studio
Choose map layers Apply default map colors Add aliases within report Define rules for color based on data source queries and filters
Map Manager
Convert third-party maps from Change map content MapInfo format to IBM Cognos format Create custom layers Change the preview image Add a description Define aliases for feature names Add languages
MapInfo Professional
Add languages
Create new layers in MapInfo Define rules for color based on tab format data sources Before you use Map Manager, you should be familiar with basic map terminology and the reporting requirements for your organization. Map Manager manages the following types of information in map files: Preview images Shows thumbnail images of the map. You can preview the general appearance of the map. Preview images do not contain data. Layers Shows thematic groupings of features. For example, it may include regions such as provinces, territories or states, categories such as major and minor cities, or user-created custom layers. Features Specifies the points or named elements on a map. Text labels identify points on the map. Base language
14 Map Manager
Chapter 3: Map Manager Identifies the default language for labels. Used when the users preferred language does not exist in the map file. In Report Studio, this is the language for labels at run time if the user locale is not a supported language in the map file. Dictionary Lists the feature names and any aliases for each available language.
Region Layer
Point Layer
Display Layer
At run time, Report Studio queries the data source to retrieve the data to show in the map chart. Map layers and points (map features) on the map chart use the numeric values of the data to display the appropriate color. If the text for the labels that appears on the map differs between the map file and the data source, you must set up aliases in the map file before you run the query. This ensures that the appropriate colors are shown. Report authors can choose to set up the aliases at run time for one-time reporting needs. At run time, the map label text appears in the language of the users locale setting. For example, users who have a German user locale see the map labels in German, while users who have a French user locale see the map labels in French. If the map file does not contain the language of the users locale, then the labels appear in the base language that is specified in the map file. You can change the base language.
Step
From the Start menu, click Programs, IBM Cognos 8, Map Manager. You can now open a map file or import a map file from a third-party source.
Tips
If you want to use the map as the basis of a new map, save it using a different name. You can also resize the application window.
Steps
1. From the File menu, click Open. 2. In the Look in list, click the drive, folder, or Internet location that contains the IBM Cognos map file (.cmf) that you want to open. 3. In the folder list, locate and open the folder that contains the map file. Tip: Sample map files are located in the c8_location/maps directory. 4. Click the file, and then click Open.
Steps
1. From the Tools menu, click Define Custom Layers. 2. Click Add. 3. In the New Layer dialog box, type a name for the layer. 4. From the list, select the layer on which you want the new layer to be based. 5. Click OK. 6. To assign a color to the new layer, click the color bar.
16 Map Manager
Chapter 3: Map Manager 7. Select the color from the palette and click OK. 8. With the new layer highlighted, click the Features tab. 9. On the Features tab, type a name for the group of features you want to associate with this layer, and add features from the Available features list. 10. Click OK.
Step
From the File menu, click Save. When a new map file is saved to the c8_location/maps directory, it appears at the end of the list of maps in the Report Studio map selection dialog. You can move the new map to another position in the map selection dialog.
Steps
1. From the File menu, click Save As. 2. Specify a location. 3. In the File name box, enter a new name for the file. 4. Click Save.
Change the Position of a Map File in the Report Studio Map Selection Dialog
By default, new maps are added to the bottom of the map selection dialog in Report Studio. You can move the new map to an existing map group or create another map group for it.
Steps
1. In the c8_location\webcontent\pat\res directory, open MapGroups.xml in an XML editor. 2. To add the new map to an existing group, add a <map> entry to the group. For example, to add a new map for Ontario to the Americas group, find the <folder> node for "IDS_MAP_GROUP_LABEL_AMERICAS" and type the entry <map id="ontario.cmf"/> The position of the entry is important. Maps appear in the order in which they are listed in the file. 3. To add the new map file to a a new map group, do the following: Add a new <folder> node in the position you want it to appear. For example, to add a Provinces group to the Canada map in the Americas group, find the <map> node for "canada.cmf", add a line after it, and then type <folder id="folder idsLabel="IDS_MAP_GROUP_LABEL_PROVINCES"> Add an indented line after the new <folder> node and type the new <map> node. For example, <map id="ontario.cmf"/> 4. To delete a map from its old position in the list, locate the map id and delete the <map> node for it. For example, after adding the Ontario map to a map group, delete <map id="ontario.cmf"/> from its former position. Keep a record of the changes to the MapGroups.xml file. When you upgrade IBM Cognos 8, this file is overwritten and you must manually reapply the changes.
18 Map Manager
Chapter 3: Map Manager Map objects (regions and points) must have an identifier and the identifier must be in the first column of the associated MapInfo table. If aliases are defined for the identifiers, they must be in any column except the first column.
Steps
1. From the File menu, click Import. The Map Import Wizard opens. 2. Click Next. 3. On the Specify a map file wizard page, choose the location of the MapInfo files, identify the language that the map was authored in, and then click Next. Map Manager reads and then loads the data. 4. On the Select aliases wizard page, do the following: Expand the column headings. Click the check box for each column, if any, that contains aliases for the features in the first column. For example, the feature column may refer to Canadian provinces using abbreviations, such as Ont., and another column may use the full name, such as Ontario. These two columns refer to the same map feature. The full-name column is an alias for the abbreviations (feature) column and should be checked. In the Layer box, select the next layer, expand the column headings, and select any alias columns that apply. Repeat for all layers. Click Finish.
After you import the custom map, you can set it up to ensure it is available for multiple reports.
Chapter 3: Map Manager After you open a map file, you can: change the map image add a description to the map add an alias to the dictionary for a map feature add language (locale) support
You can also reset the map image to use the default.
Steps
1. In the Image window, click the browse button.
2. In the Look in list, click the drive, folder, or Internet location of the new image file. The image file must be PNG, JPG or GIF format. 3. Find the image and click it. 4. Click Open. The new image appears in Map Manager. 5. From the File menu, click Save.
Step
To reset the preview image to the default, in the image window, click the restore button .
20 Map Manager
Steps
1. In the Description window, click in the Description box. 2. Type the description. 3. From the File menu, click Save. The description appears in the Copyright box and in Report Studio when the map is used.
Steps
1. In the Dictionary Entry window, click the Language list and then click the language of the dictionary. The map layers and features associated with this language are now available for defining aliases. 2. In the Layer box, select the appropriate layer. The features in this layer are listed in the Feature box. 3. If you want additional information to help identify the features in the layer, select the appropriate layer from the Refine layer box. Additional information about the feature appears in the Feature box in the Refine column. 4. In the Feature box, select the name of the feature for which you want to add an alias. 5. In the Alias box, type the alias and then click the add entry button The alias is added to the dictionary. .
Steps
1. In the Dictionary Entry window, click the Language list and then click the language. 2. In the Layer box, select the layer. 3. If required, in the Refine layer box, select the appropriate layer to see additional information to help identify the feature. 4. In the Find box, type the text that you want to search for. The Feature box shows the results of the search.
Steps
1. From the Language menu, select Export Translation File. The Export Translation File dialog box appears. The Languages currently in the map box shows the current list of languages. You must export at least one of these languages as the basis for translating the map labels into other languages. As a result, one of the languages in the map file appears in the Languages to be exported box. 2. If there is more than one language in the Languages to be exported box, select any that you do not want and then click the remove button .
Tip: Press Ctrl+click to select multiple languages. 3. In the Languages to be added box, select the languages you want the text translated to and then click the add button .
22 Map Manager
Chapter 3: Map Manager 4. In the Languages to be exported box, move the languages to the sequence you want using the up and down arrows. In the export translation file, the languages appear as column headings in the order shown. 5. Select whether you want to translate all or some layers. If you want to translate the names of the map features in all layers, click All. If you only want to translate the names of the map features in some layers, click Selected and then in the Layer box, clear the check boxes for the layers you dont want to translate. 6. Click Export. 7. In the Save in list, click the drive, folder, or Internet location that contains the image file that you want to open. 8. In the File name box, enter a new name for the file. 9. Click the Save as type list, and then click the file format that you want to save the file in. If you select TXT, the columns are separated by tabs. If you select CSV, the columns are separated by commas. 10. Click Save. The feature names are saved in a TXT or CSV file and are ready for translation. We recommend that a TXT file be imported to a Microsoft Excel spreadsheet for the translation. This will prevent errors in tabulation between columns. When the translation is complete, the information can be exported back to a TXT file. Important: Ensure that you read and write information from Excel using UTF-8 encoding. You import the translation file back into Map Manager after translators have translated the content of the export file.
Chapter 3: Map Manager The map file that was used to export the language translation file must be open.
Steps
1. From the Language menu, select Import Translation File. 2. In the Look in list, click the drive, folder, or Internet location that contains the IBM Cognos map file (.cmf) that you want to open. 3. In the folder list, locate and open the folder that contains the file to import. 4. Click the file and then click Open. The Import Translation File dialog box opens. The language that the translators used for the translation is listed in the Key language in the translation file box. 5. From the Other languages in the translation file box, click the language that you want to import and then click the add button 6. Click OK. If you click the Language list in the Description window or in the Dictionary window, it now includes the imported language. .
24 Map Manager
26 Map Manager
Chapter 5: Troubleshooting
Use this troubleshooting reference information and solutions as a resource to help you solve specific problems you may encounter when installing or using IBM Cognos Map Manager. Problems are characterized by their symptoms. Each symptom can be traced to one or more causes by using specific troubleshooting tools and techniques. After being identified, each problem can be fixed by implementing a series of actions. When you are troubleshooting, log files can help you. Another valuable troubleshooting tool is the Knowledge Base, which is available at the IBM Cognos Resource Center (http://www.ibm.com/ software/data/support/cognos_crc.html). The Knowledge Base is a database of problems and solutions for all IBM Cognos products. When you cannot resolve a problem, the final resource is your technical support representative. To analyze a problem, your technical support representative requires information about the situation and the symptoms that you are experiencing. To help isolate the problem, collect the necessary data before you contact your representative.
To resolve the problem, first ensure that the correct map file is open. If it is, then resend the original exported file for translation and specify that the contents must not be sorted, deleted, added to, or
Chapter 5: Troubleshooting modified except to add translated features. If required, export the translation features and languages again.
28 Map Manager
Glossary
alias
In map information technology, a secondary name for a map feature. Aliases are used to create a reference between custom map feature names and feature names in databases.
base language
In map information technology, the default language for labels. Used when the users preferred language does not exist in the map file. In Report Studio, this is the language for labels at run time if the user locale is not a supported language in the map file.
data source
A relational database, dimensional cube, file, or other physical data store that can be accessed through IBM Cognos 8.
feature
In map information technology, the name of a region or point that represents data spatially.
layer
In map information technology, a thematic grouping of features. For example, a layer may include regions such as provinces, territories or states, or categories such as major and minor cities.
locale
A code that is used to set the language or dialect used for browsers, report text, and so on; and the regional preferences, such as formats for time, date, money, and money expressions. For IBM Cognos products, you can specify a locale for the product interface (product locale) and for the data in the report (content locale).
prompt
A report element that asks for parameter values before the report is run.
user
A person accessing an IBM Cognos 8 application. User information, such as the location of personal folders or preferred formats for viewing reports, is stored in IBM Cognos 8. Authenticated user definitions and information, such as passwords and IDs, are maintained in other authentication sources.
Glossary
30 Map Manager
Index
A
adding locales, 22 map description, 21 maps, 25 third-party maps, 18 aliases adding to the dictionary, 21 audience of document, 5 errors importing translation files to Map Manager, 27 exporting translation files, 22
F
features, 13 files importing map files, 27 finding information, 5 finding map features, 22
B
base language, 13
H C
copyright for maps, 21 copyright material printing, 6 CSV files requirements, 23 custom layers creating, 16 help getting, 6
I
IBM Cognos Resource Center, 6 images preview, 13 importing third-party maps, 18 translation files, 23 information finding, 5 installing Map Manager, 10
D
data sources definition, 29 default map preview images, 20 description adding to a map, 21 description of product, 5 dictionary, 13 adding aliases for map features, 21 disk space requirements, 9 downloading maps, 25
L
languages adding, 22 layers, 13 creating custom, 16 locales adding, 22 definition, 29 log files, IBM Cognos Knowledge Base, 27
E
environments supported, 9
Index
M
map charts in Report Studio, 15 map features adding aliases to the dictionary, 21 finding, 22 map files moving in Report Studio selection dialog, 18 opening, 16 saving, 17 map image previewing, 20 Map Manager description, 13 importing files, 27 importing translated text files, 27 installing, 10 uninstalling, 10 maps adding, 25 adding a description, 21 copyright information, 21 importing, 18 merging, 24 preparing to use in reports, 19 resetting, 20 saving, 17 merging maps, 24
R
related documentation, 5 reports preparing maps, 19 Report Studio map description, 21 map selection dialog, 18 using map charts, 15 requirements, 9 for TXT and CSV files, 23 resetting map images, 20
S
saving map files, 17 searching map features, 22 source of new maps, 25 starting Map Manager, 16 supported environments, 9 system requirements, 9
T
text files exporting, 22 importing, 23 third-party maps importing, 18 thumbnail view, 20 translation files exporting, 22 importing, 23 problems importing into Map Manager, 27 troubleshooting, 27 TXT files requirements, 23
N
new maps where to get, 25
O
opening map files, 16
U
uninstalling Map Manager, 10 upgrade maps, 24 users definition, 29
P
preview images, 13 previewing maps, 20 printing copyright material, 6 problems, 27 prompts definition, 29 purpose of document, 5 32 Map Manager
Index
V
view thumbnail, 20
W
Windows requirements, 9