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atg

Customer Intelligence
Version 2007.1

Installation and Configuration Guide

ATG
One Main Street
Cambridge, MA 02142
www.atg.com

ATG Customer Intelligence Installation and Configuration Guide


Document Version
ACI2007.1 REPORTINGINSTALLv1 7/13/07

Copyright
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copy of these documents which you make shall retain all copyright and other proprietary notices contained herein.

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ATG Customer Intelligence Installation Guide

Contents

Introduction

Audience
Documentation Conventions
Related Documents

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ATG Customer Intelligence Overview

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

ATG Customer Intelligence Installatoin Guide

ATG Business Control Center Application


ATG Service Applications/ATG Workspace

ACI Access Administration


Assigning Roles and Permissions
Assigning ACI Roles
Viewing Users and Roles in the Reporting Center
Viewing and Modifying Reporting Center Capability Permissions
Viewing and Modifying Reporting Center Object Permissions
Default Access Settings

Glossary

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Contents

Customer Intelligence Installation Guide

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

MS SQL (Data Warehouse)

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

Database and data warehouse concepts

Security concepts

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Windows and/or UNIX administration

Existing server environment and security infrastructure in your organization

Documentation Conventions
The following conventions are used throughout the documentation:

Convention

Explanation

Italics

Introduces new terms and indicates emphasis.

Bold

Emphasizes important information, or indicates field names, menu items, or


button names.

monospace

Indicates syntax examples, values that you specify, or results that you
receive.

Brackets [ ]

Indicates optional items. For example, in the following statement: SELECT


[DISTINCT], DISTINCT is an optional keyword.

The directory where you installed ACI 2007.1 is identified as <ACI2007.1Dir>.

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

Contains Information About

ATG Reporting Center User Guide

Accessing and running reports using the Reporting Center.

ATG Query Studio User Guide

Creating simple queries and ad hoc reports using Query


Studio.

ATG Report Studio User Guide

Creating complex, fully formatted reports using Report


Studio.

ATG Customer Intelligence Data


Warehouse Guide

Database structure and metadata that can be used for


reports.

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Cognos documentation is available at the following locations once you have installed ACI:

Reporting Server Documentation:


<ACI2007.1>\c8\webcontent\documentation\crn_mtoc.html

Framework Manager Documentation:


<ACI2007.1>\c8\webcontent\documentation\fm_mtoc.html

SDK Documentation:
<ACI2007.1>\c8\webcontent\documentation\sdk_mtoc.html

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2 ATG Customer Intelligence Overview

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 Response Management

ATG Commerce

ATG Outreach

ATG Search

This chapter includes the following sections:


Report Features
Architecture Overview
ACI Security
ACI Components
Using ACI

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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HTML

PDF

Excel

CSV (delimited text)

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 applicationsApplications such as ATG Knowledge and ATG Commerce provide


information that is stored in the ATGDW. These applications load data into the
warehouse from a variety of operational data sources.

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.

Web serverProcesses requests and sends them to the application as appropriate.

The following diagram shows these items in relationship:

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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.

ATG Reporting Center


Reporting Center is the Web portal for ACI, and is the starting point to access report authoring and
scheduling tools, access permissions, and interface personalization. You can use the Reporting Center to:

View, organize, and publish your organizations ACI content

Create and run reports and distribute reports

Create shortcuts, URLs, and pages, and to organize content

Personalize ATG Reporting Center

Access Query Studio and Report Studio

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.

Personal FoldersPersonal folders contain your personal reports and can be


organized into folders as you require. Your personal folders are not accessible by other
users.

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.

Portal PagesCreate portal pages to view frequently-used content, to group related


reports and folders, and to combine content within a single page. Within your portal
pages, you can add portlets, which you use to view and interact with your ACI content.

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.

SchedulingYou can schedule the following Reporting Center content to run at a


time that is convenient for you:
 Reports
 Deployments
You can also create jobs to schedule multiple entries together.

Modeling Components
Modeling components structure and present data in a way that is meaningful to users. Modeling
components include the following tools:

Framework ManagerUse to create and manage business-related metadata for use in


ACI analysis and reporting. Metadata is published as a package, providing a single,
integrated business view of any number of heterogeneous data sources, which can
then be used by other reporting 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.

Additional Reporting Components


The tools described in this section provide user interfaces for reporting and analysis, as well as server
functionality for routing and processing user requests. These components include the following:

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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.

Analysis StudioAllows business users to explore, analyze, and compare dimensional


data. Users can quickly analyze critical corporate data from any angle to find trends,
understand why business events occur, and then make effective decisions. Analysis
Studio provides access to dimensional, online analytical processing (OLAP), and
dimensionally modeled relational data sources. Analyses created in Analysis Studio
can be opened in Report Studio and used to build professional reports.

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.

Metric StudioUsers can create and deliver a customized scorecarding environment


for monitoring and analyzing metrics throughout your organization. Users can
monitor, analyze, and report on time-critical information by using scorecards based on
cross-functional metrics. This can shows you where your organization is successful and
where it needs improvement. It tracks performance against agreed targets and
indicates the current status so that decision makers at every level of the organization
can react and plan.

Cognos ConfigurationA tool used to configure ATG Customer Intelligence, and to


start and stop its services.

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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Composite Information ServerProvides access to additional data sources such as


LDAP, JDBC, Open XML and WSDL, and improves performance when querying data
from different data sources.

ACI Software Development Kit


The software development kit (SDK) provides a platform-independent automation interface for working
with ACI services and components. Developers in your organization can use the SDK to create custom
reports, manage deployment, and integrate security and portal functionality to suit your needs, locale,
and existing software infrastructure. The SDK uses a collection of cross-platform Web services, libraries,
and programming interfaces.
You can choose to automate a specific task, or you can program the entire process from modeling
through to reporting, scheduling, and distribution
For more information, see the documentation available at:
<ATG2007.1dir>\ACI2007.1\c8\webcontent\documentation\sdk_mtoc.html

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.

ATG Data WarehouseA relational database optimized for handling reporting


queries. ATG Customer Intelligence uses two different methods to connect to the ATG
data warehouse.
 In ATG applications, reporting summarization modules use the
/atg/reporting/datawarehouse/FakeXADataSource component to save
the data to the data warehouse.
 To retrieve report data from the data warehouse, ATG Customer Intelligence
uses the ATGDW data source configured in the ATG Reporting Center (see the
ATG Reporting Center User Guide for configuration information).

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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.

In Framework Manager, the modeler ensures that metadata is presented in a manner


that business users can understand. Modelers import metadata from one or more
databases, and then add to the model to meet their users requirements.
A model structures, adds to, and manages data in ways that make sense to business
users. Planning and creating a model is an important task that should be performed by
people familiar with both the database structure and the needs of the business users.
For information about data modeling, see the Framework Manager User Guide.

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

MS SQL (Data Warehouse)

Content Store
Databases

MS SQL

For complete information on ATG supported environments, go to


http://www.atg.com/en/products/architecture/requirements/.
This chapter provides an example of how to install ACI on a relatively simple system configuration. For
complex installations, or for installing on other configurations, refer to the Cognos 8 Business Intelligence
Installation and Configuration Guide.
This chapter includes the following sections:
Before You Begin
Installing ATG Customer Intelligence
Configuring the Database
Accessing ATG Customer Intelligence

Before You Begin


Be sure that the following tasks are complete before starting your ACI installation:

Install the Web server

Install the database software

Install ATG 2007.1 on your preferred application server

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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.

Installing ATG Customer Intelligence


This section describes the steps involved to install and perform initial configuration for ACI. For additional
information, see the Cognos 8 Business Intelligence Installation and Configuration Guide.

Download and Install ACI


1.

Download the ACI installer and start the installation.


Note: ATG Customer Intelligence must run on the same HTTP server as your ATG
2007.1 installation.

2.

Accept the license agreement.

3.

Enter the Installation Location, and click Next.

4.

Select the Installation Set, and click Next. Installation includes:


 Reporting Server (required for all users)
 Framework Manager (required for modeling users )
Note: Framework Manager can only be installed on Windows.
 SDK (required for development environment users )

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5.

Choose a Shortcut Folder for the location of the product icons, and then click Next.

6.

Verify the Pre-Installation Summary information, and then click Install.

7.

After the installation is complete, click Done.

Update the JAVA_HOME Environment Variable


ATG Customer Intelligence installation includes a Java Runtime Environment (JRE). The default location is
\ATG\ACI2007.1\c8\bin\jre\1.4.2.

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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If your JAVA_HOME location is something other than other than \ATG\ACI2007.1\c8\bin\jre\1.4.2,


you must update the security and extension files of your JRE. To do this, copy the specified .jar files from
the ACI JRE to your JAVA_HOMEs lib\ext and lib\security folders if they are not already present:

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

Configure the Web Server for ACI


Create virtual directories as described in the Configure the Web Server section of the Cognos 8 Business
Intelligence Installation and Configuration Guide. For all instances of cognos8 in the aliases described there,
use arc instead.
Note: ATG Customer Intelligence must run on the same Web server as the ATG Business Control Center.
Note: You must add /wscap as a Dynamo path prefix to your web server configuration to use the Web
services authentication module (see the ACI Security section of this guide).

Prepare for Creating the Content Store


The Content Store is a database that contains ACI operational data such as report specifications,
published models, and the packages that contain them. See the Cognos 8 Business Intelligence Architecture
and Planning Guide for information.
In this step, create a database. The tables and data in the Content Store are created by the Cognos Service
when it first starts up; you do not need to create those.

Configure the Reporting Server


In this step, you configure the Cognos Service and application security.
1.

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.

In the Content Store provide the following:


 User ID and Password
 Database Name
This information should match the database information created in Content Store
configuration.
Note: If you are not running SQLServer on the same machine, you will also need to
provide the server and name and port for your database.

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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.

Save your configuration changes.

7.

Start Cognos Service:


 From the Actions menu, click Start (or from the toolbar, click the Start button).
 Verify that the service runs without errors.
 Open your browser to http:/hostname:port/arc to verify that the login
page displays.

Configuring Multiple Custom Authentication Providers


If you have two ATG instances pointed at a single ACI installation, each ATG instance can use different
custom authentication provider properties.
First, use Cognos Configuration to register and add a new namespace:
1.

Start Cognos Configuration.

2.

Navigate to Security >Authentication.

3.

Right-click Authentication and select New resource > Namespace....

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.

Then create a new AuthenticationProvider.properties file. The


<ATG2007.1dir>\ARF\WSCAP\config\atg\cognos\AuthenticationProvider.properties file is
used when there is only one custom authentication provider. To configure multiple providers, copy the
existing file and name the new file:
AuthenticationProvider_namespaceID.properties

where namespaceID represents the namespace ID of the authentication provider as configured in


Cognos Configuration. Add one such configuration file for each custom authentication provider you want
to access your ACI installation.

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See the Custom Authentication Provider SDK Developer Guide for additional information on authentication.

Configuring the Database


This section contains steps pertaining to database setup and configuration for your ACI installation.

Create ACI Data Source


This step creates the ATGDW Reporting Center data source, which is used to connect to the ATG data
warehouse. Configuration information may differ depending on your database vendor; the steps that
follow assume you are using the SQL native data source.
As a prerequisite to this step, you must have the Microsoft SQL Server client installed.
Note: A Reporting Center data source is not the same as an ATG datasource component.
To create the data source:
1.

Go to the ATG Reporting Center and log in as the administrator :


User name: admin
Password: admin

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.

Provide the Server Name and Database Name.

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.

10. Under Testing, click the Test the connection link.


11. From the Test the Connection page, click the Test button. Verify that the test
completes successfully, and then click Close.
12. Click Finish.

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Import Role Information


This step imports the default roles, groups, and permissions into your profile repository. If you have other
ATG applications installed, such as ATG Service, the data imported in this step may already exist in your
ATG system. Re-importing the roles may cause errors. Check your system and your application
documentation.
From a command prompt, import the arf-profile.xml to the profile repository. To import roles into
the external user repository (also sometimes called the Profile Adapter Repository):
<ATG2007.1dir>/home/bin/startSQLRepository -m BIZUI -import
<ATG2007.1dir>/ARF/BIZUI/data/arf-profile.xml

To import roles into the internal profile repository:


<ATG2007.1dir>/home/bin/startSQLRepository -m BIZUI.InternalUsers import <ATG2007.1dir>/ARF/BIZUI/data/arf-profile.xml

Create Platform Data Warehouse Tables:


Data warehouse tables can be housed in any database in your system. For performance reasons, you may
want to dedicate one or more databases for the purpose. Regardless of which database is used, the data
warehouse must reside in a separate schema from other ATG data.
For your data warehouse database, run the following SQL scripts in the order shown:
<ATG2007.1dir>/ARF/DW/base/sql/db_components/<db name>

 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

Create the Loader Schema


Run the following scripts in the order shown:
<ATG2007.1dir>/ARF/DW/base/sql/db_components/<db name>/arf_loader_ddl.sql
<ATG2007.1dir>/ARF/DW/base/sql/db_components/<db name>/
arf_if_generator.sql

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Create the Metadata Model

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

Import Reports and Metadata


See your ATG application guides for information on importing application-specific reports.

Modify the Default Namespace


Remove the Everyone role from the Reporting Center System Administrator group to limit access to ACI.
1.

Start the Web application that includes the ATG Reporting Center.

2.

From the Reporting Center Tools menu, select Directory.

3.

Click the Default namespace.

4.

Navigate to the System Administrator group.

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5.

Remove the Everyone role.

Running ATG Customer Intelligence Modules


ACI itself runs by default as an always-on Windows service. It can be stopped and restarted through the
Cognos Configuration interface, available from your Start menu.
In order to use ATG reporting, you need to compile an EAR file that includes the modules you want to use.
Include the following modules:
ARF.WSCAP ARF.BIZUI

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.

Accessing ATG Customer Intelligence


You can access ACI from the ATG Business Control Center, from applications you access through the
Business Control Center, or from the ATG Workspace when working with ATG Service applications.

ATG Business Control Center


To access ACI from the Business Control Center: click Reporting>Launch Reporting Center.

ATG Business Control Center Application


To access ACI from a Business Control Center-based application:
1.

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.

ATG Service Applications/ATG Workspace


To access ACI from the ATG Workspace, from the ATG Workspace Utilities menu, click Reporting Center.

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4 ACI Access Administration

This chapter describes ACI permissions, capabilities, and roles.


Permissions control access to objects created in ACI, such as reports or folders. Every object in ACI has a
permission associated with it. These permissions control whether a user is granted or denied read, write ,
and/or execute access to an object. Permissions can be granted or denied to any user, group or role.
Capabilities control actions users can perform, such as the ability to author a report using Report Studio.
This chapter includes the following sections:
Assigning Roles and Permissions
Default Access Settings
For additional information, see the Cognos 8 Administration and Security Guide.

Assigning Roles and Permissions


ATG roles are assigned by administrator using the ATG Business Control Center. See your applications
documentation for information on roles and rights associated with that application.
See the ATG Business Control Center Administration and Development Guide for information on role
administration.
Note: By default, the Report Viewer capability is available to the Everyone role.

Assigning ACI Roles


To assign ACI roles to internal users via the Business Control Center:
1.

Log in to the ATG Business Control Center as the administrator.

2.

From the Business Control Center Operations menu, click Personalization >Internal
Users.

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3.

From the Browse tab Show drop-down list, select Users.

4.

From the Users list, click the name of the user.

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.

Example Business Control Center Global Roles/ATG roles

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.

Viewing Users and Roles in the Reporting Center


To view users and roles in the Reporting Center:
1.

Log in to the ATG Reporting Center as the administrator.

2.

From the Reporting Center, click Tools > Directory.

3.

From the Directory page, click a directory folder name.

4.

Click a group (organization) name. User names are listed in the directory.

5.

Verify that the user is listed in the user directory.

6.

To view user permissions and preferences, in the Actions column, click More.

Viewing and Modifying Reporting Center Capability Permissions


To view or modify permissions set for a specific capability in Reporting Center:

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1.

From the Reporting Center Tools menu, click Capabilities.

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.

Viewing and Modifying Reporting Center Object Permissions


To view or modify object permissions:
1.

From the ATG Reporting Center, click a folder or object name.

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.

Default Access Settings


The table below lists each of the components, capabilities, and/or objects, and what role a user should
have to use that item:

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ACI Component/Capability/Object

Roles that can use it

Report Viewer

Everyone, Report Viewer, Advanced Report


Viewer, Business Report Designer, Professional
Report Designer, Reporting Metadata Designer,
Reporting Administrator

Query Studio

Business Report Designer, Professional Report


Designer, Reporting Metadata Designer,
Reporting Administrator

Report Studio

Professional Report Designer, Reporting


Metadata Designer, Reporting Administrator

Scheduling

Professional Report Designer, Reporting


Metadata Designer, Reporting Administrator

Detailed Errors

Business Report Designer, Professional Report


Designer, Reporting Metadata Designer,
Reporting Administrator

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

Rules defining the access rights to resources. Access permissions


can be granted to any combination of namespaces, groups, or
users. Examples of resources are reports and folders.

agent

The object type created and edited by Event Studio. An agent


contains the event condition and the associated tasks to perform.
Once defined, an agent can be scheduled to check for instances of
the event.

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

To create many report results by running a single report once. For


example, you can create a report that shows sales for each
employee, and run it once, sending different results to regional
managers by bursting on region. You set up bursting in Report
Studio and enable it in the portal.

contact

A named email address to which reports and agent emails can be


sent. Contacts are never authenticated.

content 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, money expressions, and
time of day. You can specify a locale for the product interface
(product locale) and for the data in the report (content locale).

credentials

Information stored about the identity of a user, usually a user


name and password. You can assign your credentials to someone
else so that they can use resources that you are authorized to use.
Credentials are created for components. If a user schedules or
programs an action, then credentials must be stored in the
content store.

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deployment

The process of moving a Reporting application (reports, models,


and so on) to a different instance of Reporting. For example, you
often create reports in a test environment and then deploy them
to production. When you deploy an application, you export,
transfer, and import it.

event

An exceptional item of data, defined by specifying a query


expression against items in a package. When data is detected
matching the event condition, it causes an agent to perform tasks.

group

In security, a list of users or other groups that can be used to


assign access permissions and capabilities. Groups can be
referenced from third-party authentication sources or can be local
to Reporting. Local groups are managed from the administration
portal. The list of groups that an authentication user is a member
of is part of the users passport for a Reporting session. In
reporting, grouping is the action of organizing common values of
query item together and only displaying the value once. Headers
and footers often appear after each instance of a common value in
a grouped column

job

A group of objects, such as reports, agents, and other jobs that


you run and schedule as a batch.

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, money expressions, and
time of day. You can specify a locale for the product interface
(product locale) and for the data in the report (content locale).

metric

A measurement of performance in key areas of a business that


compares current results to planned values.

metric package

A Reporting Center representation of a Metric Studio application.


A metric package contains connection information, reports, and
metric management tasks for that application.

model

A physical or business representation of the structure of the data


from one or more data sources. A model describes data objects,
structure, and grouping, as well as relationships and security. A
model, called a design model, is created and maintained in
Framework Manager. The design model or a subset of the design
model must be published to the Reporting server as a package for
users to create and run reports.

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namespace

For authentication and access control, a configured instance of an


authentication provider. Allows access to user and group
information. In XML, a collection of names, identified by a URI
reference, which are used in XML documents as element types
and attribute names. In Framework Manager, namespaces
uniquely identify query items, query subjects, and so on. You
import different databases into separate namespaces to avoid
duplicate names.

package

A subset of a model, which can be the whole model, to be made


available to the Reporting server. For Metric Studio users, see
metric package.

portlet

A mechanism for displaying Web content as part of a portal page.

product locale

The code or setting that specifies what language, regional


settings, or both to use for parts of the product interface, such as
menu commands.

publish

To expose all or part of a Framework Manager model via a


package to the Reporting server, so that users can use it to create
reports and other content.

report

A set of data deliberately laid out to communicate business


information. Depending on the context, report may refer to
report specification or report output. Report (more precisely,
report specification) is the generic term for the objects created by
edited by Query Studio, Report Studio, and Analysis Studio.

report output

A report output combines data at the point in time when the


report was run with a report specification. It is a document that
can be displayed, printed or emailed. Reporting can produce
report outputs in HTML, PDF, Excel, or CSV formats.

report specification

The definition of queries, prompts, layouts, and styles that make


up a report. A report specification is combined with data by a run
operation to create report outputs. You create report
specifications by using Report Studio, Query Studio, Analysis
Studio, or through the Software Development Kit.

report view

A reference to another report that has its own properties, such as


prompt values, schedules, and results. You use report views to
share a report specification instead of making copies of it.

really simple syndication

See rich site summary.

rich site summary

An industry standard format for displaying transient data, such as


breaking news, in a web page or standalone viewer. Reporting
Center includes a portlet type for displaying RSS format data. This
can be used to display data from a public RSS service or to display
news items generated by agents detecting events. A synonym for
Really Simple Syndication.

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session

The time during which an authenticated user is logged on to


Reporting.

user

A person accessing a Reporting application. Authenticated user


definitions and information, such as first and last names,
passwords, IDs, locales, and email addresses, are maintained in
third-party authentication sources. Other user information, such
as the location of personal folders or preferred formats for viewing
reports, is stored in Reporting.

Web Services for Remote


Portlets

A standard for creating presentation-oriented Web services so


that they can be easily integrated within other applications, such
as Web portals.

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