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Installing reports

Reporting installation roadmap

Install reporting components

Step: Set up a user with the ReportsSystem role, if necessary

To assign a role to or remove a role from a user

Step: Install the reporting schemas on the IBM® EMM system

Step: Create JDBC data sources

Set up the reporting views or tables

Step: Load the templates for the Reports SQL Generator

Step: Generate the view or table creation scripts

Step: Create the reporting views or tables

Scripts SQL por Origem de Dados

Create views or materialized views for Campaign or eMessage

Create views or materialized views for Interagir

Setting the language in Oracle and DB2®

Create and populate reporting tables for Campaign or eMessage

Create and populate reporting tables for Interagir

Step for tables and materialized views only: Set up data synchronization

Install and test IBM® Cognos® BI

IBM® Cognos® BI, IBM® reporting, and domains

IBM® Cognos® BI applications

IBM® Cognos® BI installation options

IBM® Cognos® BI web applications and the web server

IBM® Cognos® BI and locale

Test the IBM® Cognos® BI installation

Install IBM® EMM integration components and report models on the Cognos® system

Installation checklist: IBM® Cognos® integration

Step: Obtain the JDBC driver for the Plataforma de Marketing system tables

Step: Install the reporting models and integration component on the IBM® Cognos® system

Step: Create the IBM® Cognos® data sources for the IBM® EMM application databases

Optional step: Set up email notification

Step: Configure the IBM® Cognos® application's firewall

Step: Import the reports folder in Cognos® Connection

Step: Configure and publish the data model, if necessary

Step: Enable internal links in the reports

Step: Verify the data source names and publish

Step: Configure Cognos reporting properties in the Plataforma de Marketing

Step: Set report folder permissions

To configure report folder permissions

Step: Test your configuration without authentication enabled

Configure IBM® Cognos® to use IBM® EMM authentication

Step: Determine which authentication mode to configure

Step: Create the reporting system user, if necessary

Step: Configure the Cognos® authentication properties in IBM® EMM

Step: Configure IBM® Cognos® to use the IBM® EMM Authentication Provider

Configuration required when the IBM® Plataforma de Marketing is integrated with an LDAP server or a web access control system

Step: Test your configuration with authentication configured

Next steps for reporting

Upgrading reports

Initial steps for upgrading reports, all supported versions, all products

Step: Verify that a user with the ReportsSystem role exists

Step: Upgrade IBM® Cognos® BI, if necessary

Step: Back up the Cognos® model and report archive

Step: Generate the SQL to drop tables and run the SQL in product databases

Step: Upgrade the reporting schemas on the Plataforma de Marketing

Step: Upgrade the reporting templates in the Plataforma de Marketing

Step: Update lookup tables (eMessage and Interagir only)

Step: Generate new SQL and upgrade and the views or tables in the product databases

Step: Run the installers on the Cognos Content Manager machine and upgrade the IBM® EMM integration components

Upgrading reports from version 7.5.1

Step: Upgrade the 7.5.1 model and install the new reports

Step: Updating the old Campaign Performance by Cell reports

How to fix the cross-object Performance by Cell reports

How to fix the object-specific Performance by Cell reports

Step: Updating the old Offer Performance Summary by Campaign reports

How to fix the Offer Performance Summary by Campaign cross-object report

How to fix the single object Offer Performance Summary by Campaign report

Upgrading reports from version 8.x

Step: Upgrade the 8.x model and install the new reports

Configurando Relatórios

About reporting in the IBM® EMM suite

About reporting and security

About report folder permissions

About securing the IBM Cognos BI system

Reporting permissions reference

Sobre Esquemas de Relatório

About the Reporting SQL Generator

Sobre as Opções de Implementação de Relatório

Sobre Grupos de Controle e Grupos de Destinos nos Relatórios

Sobre Níveis de Público e os Relatórios

About audience keys in reporting schemas

About partitions and reporting schemas

About the Framework Manager data models

About the Report Studio reports

About the folders, subfolders, and access settings

About the report styles and appearance

About setting up schedules for generating reports

Customizing reporting schemas

Quais Esquemas de Relatório?

Para Incluir Métricas de Contato ou Resposta

Para Incluir Atributos Customizados

Para Incluir Tipos de Resposta

To add contact status codes

Para Especificar os Períodos de Tempo do Calendário para Relatórios de Desempenho

To configure audience level for performance reports and response history

Criando Esquemas de Relatório para Níveis de Público ou Partições Adicionais

Para Criar um Esquema Divisão de Resposta de Oferta da Campanha

To create a Campaign Offer Contact Status Breakout schema

Para Criar um Esquema Desempenho de Oferta

Para Criar um Esquema Desempenho de Campanha

Para Criar um Esquema Atributos Customizados da Campanha

Para Criar um Esquema de Desempenho de Interação

Generating updated view or table creation scripts

Before you begin updating views or reporting tables

Generate updated SQL scripts for the reporting views or tables

Atualize as Visualizações ou Tabelas de Relatório

Scripts SQL por Origem de Dados

Referência da Página do Reports SQL Generator

Customizing the IBM Cognos Model

Exemplo: Inclua Atributos a uma Visualização ou Tabela Existente em um Modelo de Dados

Example: Add new views to IBM Cognos data model

About customizing or creating Cognos reports for IBM® EMM applications

Guidelines for creating new Campaign reports

Configurando o Portlet do Painel de Desempenho de Ponto de Interação

Guidelines for creating new, custom dashboard reports

Configuring reporting for multiple partitions

Configuring the IBM® Cognos® Reports for multiple partitions

Before you begin

Run the reporting partition tool to create a copy of the reports archive .zip file

Create a copy of the Cognos® model for Campaign

Create a copy of the Cognos® model for eMessage

To update the partition's report properties

Reporting configuration properties

Relatórios | Integrações | Cognos® [versão]

Relatórios | Esquemas | [produto] | [nome do esquema] | Configuração SQL

Relatórios | Esquemas | Campanha

Relatórios | Esquemas | Campanha | Desempenho de Oferta

Relatórios | Esquemas | Campanha | Desempenho

Relatórios | Esquemas | Campanha | Divisão de Resposta de Oferta

Relatórios | Esquemas | Campanha | Divisão de Resposta de Oferta | [Tipo de Resposta]

Relatórios | Esquemas | Campanha | Divisão de Status de Contato de Oferta da Campanha

Relatórios | Esquemas | Campanha | Divisão de Status de Contato de Oferta da Campanha | [Código de Status do Contato]

Relatórios | Esquemas | Interação

Relatórios | Esquemas | Interação | Desempenho de Interação

Relatórios | Esquemas | eMessage

Campanha | Partições | Partição[n] | Relatórios

Formatting the Cognos reports

Global report styles

Report page styles

List report styles

Crosstab report styles

Chart styles

Dashboard report styles

Campaign reports and reporting schemas

eMessage Reports and Reporting Schemas

Interagir Reports and Reporting Schemas

Observação

Esta edição se aplica à versão 9, liberação 0, modificação 0 do IBM® Plataforma de Marketing e a todas as liberações e modificações subsequentes até que seja indicado de outra forma em novas edições.

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