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Customer Intelligence
Version 2007.1
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on the World Wide Web for non-commercial uses within your organization only. In consideration of this authorization, you agree that any
copy of these documents which you make shall retain all copyright and other proprietary notices contained herein.
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Contents
Introduction
Audience
Documentation Conventions
Related Documents
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2
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Report Features
Architecture Overview
ACI Security
ACI Components
ATG Reporting Center
Modeling Components
Additional Reporting Components
ACI Software Development Kit
Databases
Using ACI
Installing ACI
Before You Begin
Installing ATG Customer Intelligence
Download and Install ACI
Update the JAVA_HOME Environment Variable
Configure the Web Server for ACI
Prepare for Creating the Content Store
Configure the Reporting Server
Configuring Multiple Custom Authentication Providers
Configuring the Database
Create ACI Data Source
Import Role Information
Create Platform Data Warehouse Tables:
Create the Loader Schema
Create the Metadata Model
Import Reports and Metadata
Modify the Default Namespace
Running ATG Customer Intelligence Modules
Accessing ATG Customer Intelligence
ATG Business Control Center
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Contents
Glossary
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Contents
1 Introduction
This guide provides an overview of ATG Customer Intelligence and its components. It includes
instructions for installing ATG Customer Intelligence (ACI) on the following system configuration:
Operating System
Win 32
Web Server
IIS
Reporting Database
Content Store
Databases
MS SQL
For installing on this and other configurations, you may also want to refer to the Cognos 8 Business
Intelligence Installation and Configuration Guide.
Note: Availability of the studio applications and documents described in this guide depend on your
licensing permissions and ATG installation(s). References in this guide to additional documentation,
studios, applications, sample material, and tools may not be applicable to your ATG Customer Intelligence
(ACI) installation. Please be sure to follow instructions and guidelines specific to your installation. For
questions regarding your installation, or to change your licensing permissions, see your administrator.
This chapter includes the following sections:
Audience
Documentation Conventions
Related Documents
Audience
To use this guide, you should be familiar with:
Reporting concepts
Security concepts
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1 - Introduction
Documentation Conventions
The following conventions are used throughout the documentation:
Convention
Explanation
Italics
Bold
monospace
Indicates syntax examples, values that you specify, or results that you
receive.
Brackets [ ]
Related Documents
For information on supported platforms and product combinations, see the Supported Environments
page on the ATG Web site (http://www.atg.com/en/products/requirements/).
The following guides are available to ATG customers via ATG.com:
Document
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1 - Introduction
Cognos documentation is available at the following locations once you have installed ACI:
SDK Documentation:
<ACI2007.1>\c8\webcontent\documentation\sdk_mtoc.html
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1 - Introduction
4
1 - Introduction
ATG Customer Intelligence (ACI) helps you make better decisions by providing a deeper understanding of
your organization. Use ACI components to view or create business reports related to your internal and
external customer interactions.
The following ATG applications are delivered with pre-configured reports and dashboards for use with
ACI:
ATG Knowledge
ATG Commerce
ATG Outreach
ATG Search
Report Features
ATG Customer Intelligence is a multilingual solution that lets you author reports once and deploy them
globally. When users open a report, it automatically opens in the proper language, based on their locale
settings.
You can select the language that you prefer for the user interface. If your data and reports are available in
multiple languages, you can also select the language that you prefer for the content.
To deliver multilingual content, you can create each entry with multilingual properties in the appropriate
studio.
ACI reports can be output in the following formats:
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2 - ATG Customer Intelligence Overview
HTML
Excel
XML
If you are the owner of a report or have the necessary permissions, you can specify the default format for
each report. You can also specify how many report output versions to keep.
When you view report data in the Reporting Center, Query Studio, and Analysis Studio, you may be able
to drill down or up through information to view it at a more or less detailed level.
ACI also supports ad hoc querying, and the ability to join display reports as dashboards, providing quick
analysis of multiple information streams.
Architecture Overview
This section describes the databases and other major components involved in an ATG Customer
Intelligence installation, and their relationships to one another.
A typical ACI installation has the following components:
ATG Customer IntelligenceSee the ACI Components section of this chapter for a
description of the tools that comprise ACI. The ACI software runs in a separate JVM
from other ATG applications.
Content StoreContains data used for the operation of the ATG Reporting
Framework. The content store is used to store reports, queries, schedules, folders,
packages, and metrics.
ATG Reporting Data Warehouse (ATGDW)Contains data from ATG applications used
to report and query on. The data in the data warehouse is subject oriented, integrated,
informational, non-volatile, and time variant. The warehouse is optimized for query
processing
ATG application data loadersThese modules load application data into the data
warehouse. They are installed as part of the related ATG application, and run in a
separate JVM from the application for better performance. In a production
environment, these should be run on a dedicated machine.
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ACI Security
By default, authentication for ACI is performed by the ATG Custom Authentication Provider, which works
with the Web Services for Cognos Authentication Provider (WSCAP) Web service. These two components
manage communication between ATG Customer Intelligence and the ATG user directory, which contains
user login information, roles, permissions, and other data used to authenticate and authorize users. ACI
can then use the information in the user directory to authenticate attempted logins.
If you do not want to use the ATG Custom Authentication Provider, you can create your own
authentication component; see the Custom Authentication Provider SDK Developer Guide for information.
The following diagram shows the components involved in authentication:
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ACI Components
This section describes the components that make up ATG Customer Intelligence, and some of the
features they provide. Additional documentation is available for many of these components; contact your
administrator for information.
Administer servers, optimize performance, and set access permissions for ACI
reporting studios and tools (administrators)
Note: For information about Reporting Center, see the ATG Reporting Center User Guide. For information
about ACI administration, see the Cognos Administration and Security Guide.
The Reporting Center includes the following features:
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Public FoldersEntries in Public Folders are shared and utilized by many users and are
grouped by folders or packages. You can track your location within the folder
hierarchy and navigate through the folders by using the path located under the folder
tabs.
Report ViewsIf you want to personalize an existing public report, you can create a
report view and save the view in the My Folders tab. This allows you to make changes
such as save prompt values, modify the schedule, and change the output format of
reports.
DashboardA customizable page that can contain those reports you want to access
quickly and at a glance. Users have the option of choosing the reports to display at the
time of installation.
If you have the necessary permissions, you can create public pages that other users
and groups can access and even use as their own. You can assign security permissions
to allow only certain users to access the pages.
Modeling Components
Modeling components structure and present data in a way that is meaningful to users. Modeling
components include the following tools:
Map ManagerAdministrators and modelers use this Windows utility to import maps
and update labels for maps in Report Studio. For map features such as country and city
names, administrators and modelers can define alternative names to provide multiple
versions of text that appears on the map. For information about using Map Manager,
see the Map Manager Installation and User Guide.
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Report StudioLets report authors create, edit, and distribute a wide range of
professional reports. They can also define corporate-standard report templates for use
in Query Studio, and edit and modify reports created in Query Studio or Analysis
Studio. ATG Report Studio provides powerful functionality, such as bursting, prompts,
and advanced charting, and provides many ways to customize reports. Unlike Query
Studio, when you use Report Studio, data is not immediately visible. You must run the
report to view current data.
For more information and instructions about Report Studio, see the ATG Report Studio
User Guide.
Query StudioAn ad-hoc reporting tool that lets users quickly design, create and save
reports to meet reporting needs not covered by the standard, professional reports
created in Report Studio.
For more information and instructions about Query Studio, see the ATG Query Studio
User Guide.
Event StudioUsers can set up agents to monitor data and perform tasks when
business events or exceptional conditions occur. Agents can publish details to the
portal, deliver alerts by email, run and distribute reports based on events, and monitor
the status of events. For example, a support call from a key customer or the
cancellation of a large order may trigger an event, sending an email to the appropriate
people.
Report ViewerA portlet in which you can view and interact with any type of
published ATG Customer Intelligence content. It is accessible through Reporting
Center and any existing enterprise portal.
Content ManagerThe ATG Customer Intelligence service that manages the storage
of customer application data, including security, configuration data, models, metrics,
report specifications, and report output. Content Manager is needed to publish
models, retrieve or store report specifications, manage scheduling information, and
manage the ACI namespace. Content Manager stores information in a content store
database.
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Databases
In addition to the tools previously described, ATG Customer Intelligence uses the following databases:
Content StoreA relational database that contains data that ACI needs to operate,
such as report specifications, published models, and the packages that contain them;
connection information for data sources; information about the external namespace,
and the namespace itself; and information about scheduling and bursting reports.
Design models and log files are not stored in the content store. The ACI service that
uses the content store is Content Manager.
Metric StoreA relational database that contains content for metric packages. A
metric store also contains Metric Studio settings, such as user preferences. More than
one metric store may be created. For example, one metric store may contain content
for a sales application and another metric store may contain content for a finance
application.
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Using ACI
This section briefly describes some typical activities involved in using ACI, the components involved, and
the types of users who perform them. Examples of possible user types are identified in italics; your
business may have a different division of responsibilities.
In working with reports, the following steps are common:
1.
2.
The modeler then publishes the metadata to the Reporting Center in the form of
packages.
A package contains all the data required to meet the needs of the intended users. For
example, one package can contain human resources data, and another sales data.
When users open an authoring studio, they must select which package to use.
Note: Each report can contain data from only one package.
3.
Business users and report authors use the published packages to understand their
business data, and to create reports in the Query Studio or Report Studio.
Note: When authors create a report, they are actually creating a report specification.
The report specification is an XML representation of the queries and prompts that are
used to retrieve data, as well as the layouts and styles used to present the data. For
information about working with report specifications, see the ATG Report Studio User
Guide.
4.
Report users run, view, and manage their content in the Reporting Center.
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3 Installing ACI
This installation guide covers installing ATG Customer Intelligence (ACI) on the following configuration:
Operating System
Win 32
Web Server
IIS
Reporting Database
Content Store
Databases
MS SQL
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3 - Installing ACI
Note: ACI and the ATG Business Control center must use the same Web server instance. All ACI users must
set their browser preferences to accept cookies.
Note: For the configuration described in this guide, ATG and your application server should be
configured to run with IIS. For installing on other configurations, refer to the Cognos 8 Business Intelligence
Installation and Configuration Guide.
2.
3.
4.
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3 - Installing ACI
5.
Choose a Shortcut Folder for the location of the product icons, and then click Next.
6.
7.
ACI uses the JAVA_HOME the environment variable to locate a JRE. Ensure that the JAVA_HOME
environment variable points to the location of the JRE that you are using.
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In <ACI2007.1>\c8\bin\jre\1.4.2\lib\ext:
bcprov-jdk13-125.jar
In <ACI2007.1>\c8\bin\jre\1.4.2\lib\security:
local_policy.jar
US_export_policy.jar
From the Start menu, select Programs > ACI2007.1 > Cognos Configuration.
2.
In the Cognos Configuration Explorer pane, open Data Access > Content Manager >
Content Store.
3.
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3 - Installing ACI
4.
To verify the database information, right-click Content Store, and then click Test.
Verify the database connection exists without errors.
Note: If running IIS in a port other than 80, you need to change port 80 for the URLs to
match your IIS port. Under Local Configuration> Environment. Gateway URI and
Controller URI for gateway. Example: http://localhost:80/arc/controllerServer.
Note: If the Web server is not running locally, you must also change the host name.
5.
In <ACI2007.1>/c8/configuration/AuthenticiationProvider.properties
WSCAPSOAPAddressString=http://hostname:port/wscap/services/wscapSOAP
Note: Host and port numbers should be set where your WSCAP authentication
provider is set. You must add /wscap as a Dynamo path prefix to your web server
configuration.
6.
7.
2.
3.
4.
Provide a name for the namespace. Set the type to Custom Java Provider. Set the Java
class name to atg.cognos.security.AuthenticationProvider. Set the
namespace ID property to a unique id for this namespace.
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See the Custom Authentication Provider SDK Developer Guide for additional information on authentication.
2.
From the Reporting Center, go to: Tools>Directory, and then click the Data Sources
tab.
3.
From the Data Sources tab, click the New Data Source button.
4.
From the New Data Source page, type the name for the new data source:
Name: ATGDW
Note: You must use ATGDW as the name for the data source. Additional information
(such as Description) is optional.
5.
Click Next.
6.
Select the Type of Data Source. For example: Microsoft SQL Server (SQL Native
Client)
7.
Click Next.
8.
9.
Under Signons, select Signons and if desired, provide a User ID and Password. This
will allow automatic login to the database for all users. Credentials entered here
should be the same as those created for your data warehouse.
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arf_ddl.sql
arf_init.sql
If you are using internal users, run the following:
<ATG2007.1dir>/ARF/DW/InternalUsers/sql/db_components/<db name>
arf_iu_ddl.sql
arf_iu_init.sql
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If you intend to use more than one reporting application together, you will need to create a combined
metadata model. To create the model, run the platform action logs, then the action logs for your
application(s). See the Framework Manager User Guide for more information.
The platform action logs should be executed in the order shown:
<ATG2007.1dir>/ARF/DW/base/cpf/01InitializeModel.xml
<ATG2007.1dir>/ARF/DW/base/cpf/02DatabaseView.xml
<ATG2007.1dir>/ARF/DW/base/cpf/03ModelView.xml
<ATG2007.1dir>/ARF/DW/base/cpf/04DimensionalView.xml
The internal user action logs should be executed in the order shown:
<ATG2007.1dir>/ARF/DW/InternalUsers/cpf/01InitializeModel.xml
<ATG2007.1dir>/ARF/DW/InternalUsers/cpf/02DatabaseView.xml
<ATG2007.1dir>/ARF/DW/base/InternalUsers/cpf/03ModelView.xml
<ATG2007.1dir>/ARF/DW/base/InternalUsers/cpf/04DimensionalView.xml
Then run the action logs for your application. For example, for ATG Knowledge, run the following:
<ATG2007.1dir>/Service2007.1/Service/KnowledgeDataWarehouse/cpf/02D
atabaseView.xml
<ATG2007.1dir>/Service2007.1/Service/KnowledgeDataWarehouse/cpf/03M
odelView.xml
<ATG2007.1dir>/Service2007.1/Service/KnowledgeDataWarehouse/cpf/04D
imensionalView.xml
Start the Web application that includes the ATG Reporting Center.
2.
3.
4.
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3 - Installing ACI
5.
For more information on assembling applications, see the ATG Programming Guide.
Once you have assembled your EAR file, deploy it to the appropriate location, and start your Web
application according to the instructions provided in your application server manuals.
From the Business Control Center Operations menu, click the application name (for
example; Service Admin). The application page is displayed.
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2.
From the Utilities menu, click Reporting Center. The ACI Welcome page is displayed.
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2.
From the Business Control Center Operations menu, click Personalization >Internal
Users.
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3.
4.
5.
From the InternalUser Profiles page, click the Orgs & Roles tab.
6.
Click the Roles Add Existing button. The Select an item window is displayed.
Note: Users must have a Parent Organization in order to be included in the Reporting
Center user directory.
7.
Select a role for the internal user from the available list, and then click OK. The selected
role and organization are displayed in the Organizations/Roles panel.
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8.
Click Save .
After adding an ACI role for an internal user in the Business Control Center, you can
verify that the user and role exist in the Reporting Center (see Viewing Users and Roles
in the Reporting Center).
Note: Be sure to save changes made to the user profile. Access rights will be out of
date if user roles and organizations have changed and not saved.
2.
3.
4.
Click a group (organization) name. User names are listed in the directory.
5.
6.
To view user permissions and preferences, in the Actions column, click More.
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1.
2.
In the Actions column, click the corresponding Set Properties button for the
capability(for example; Report Studio). The Set properties page is displayed.
3.
From the Set properties page, click the Permissions tab. From the Permissions tab you
can specify access permission for the capability.
Note: See the ATG Reporting Center User Guide (Access Permissions) for more
information and instructions about setting permissions.
2.
In the Actions column, click the corresponding Set Properties button for the object
(for example; Report Studio Template). The Set Properties page is displayed.
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3.
From the Set Properties page, click the Permissions tab. From the Permissions tab you
can specify access permissions for the object.
Note: See the Access Permissions section in the ATG Reporting Center User Guide for
more information and instructions about setting permissions.
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4 - ACI Access Administration
ACI Component/Capability/Object
Report Viewer
Query Studio
Report Studio
Scheduling
Detailed Errors
Administration
Reporting Administrator
Analysis Studio
Reporting Administrator
Event Studio
Reporting Administrator
Metric Studio
Reporting Administrator
Planning Contributor
Reporting Administrator
Controller Studio
Reporting Administrator
Specification Execution
Reporting Administrator
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Glossary
Item
Definition
access permissions
agent
authentication
The process of verifying the identity of users when they log on.
Users must be authenticated before they can be authorized to use
any secured resources.
burst
contact
content locale
credentials
29
Glossary
deployment
event
group
job
locale
metric
metric package
model
30
Glossary
namespace
package
portlet
product locale
publish
report
report output
report specification
report view
31
Glossary
session
user
32
Glossary