Access Optim archive file data using Cognos

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

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 Business intelligence users, however, may need access to information that has been archived.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 In this article, follow the necessary steps to set up connectivity to data that has been archived by Optim Data Growth Solution so that Cognos® users can report on that archived data.

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

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

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

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

2.

3.

4.

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

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

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

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

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

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

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

1. and select Tools: Figure 10.1 or 8.2 to access the archive file using ODM DSN. Cognos 8.2 The steps in this section outline the configuration required to set up a data source in Cognos 8. Launch the Cognos Connection Web portal. Version 8. All rights reserved.1 or 8. Page 11 of 43 .com/developerWorks developerWorks® Configure the data source in Cognos This article assumes that you have installed and configured Cognos correctly.ibm. Select Tools from Cognos Connection portal Access Optim archive file data using Cognos © Copyright IBM Corporation 2009.

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

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

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

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

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

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

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

All rights reserved. and select Cognos Administration: Figure 21. Launch Cognos Administration Access Optim archive file data using Cognos © Copyright IBM Corporation 2009. From the Cognos Connection Web portal. Cognos 8. click on Launch. Page 19 of 43 .ibm. Version 8. 1.com/developerWorks developerWorks® These steps complete the Cognos data source creation to access the Optim archive file data.3 The steps in this section outline the configuration required to set up a data source in Cognos 8.3 to access the archive file using ODM DSN.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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