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Installation overview

Installation roadmap

How the installers work

Modes of installation

Installation files

Planning the IBM® EMM reports installation

Prerequisites

Prerequisites for eMessage Reports

Installing reporting components

Assigning a role to or removing a role from a user

Configuring a user with the ReportsSystem role

Installing reporting schemas on the IBM® EMM system

Creating JDBC data sources

Install and test IBM® Cognos® BI

IBM® Cognos® BI applications

IBM®Cognos® BI installation options

IBM® Cognos® BI web applications and the web server

IBM® Cognos® BI and locale

IBM® EMM and Cognos® integration

Installation checklist: IBM® Cognos® integration

Step: Obtain the JDBC driver for the Marketing Platform system tables

Installing the reporting models and integration component on the IBM® Cognos® system

Creating IBM® Cognos® data sources for IBM® EMM application databases

Setting up email notifications

Configuring IBM® Cognos® Application Firewall for IBM® EMM

For eMessage reports, limiting scope of delta processing

For eMessage reports, creating stored procedures staging tables, and indexes

Loading templates for Reports SQL Generator

Generating view or table creation scripts

SQL scripts by data source

Creating views or materialized views for Campaign or eMessage

Create views or materialized views for Interact

Creating and populating reporting tables for Campaign

Create and populate reporting tables for Interact

Importing the reports folder in Cognos® Connection

Configuring and publishing the data model

Enabling internal links in the reports

Verifying data source names and publishing

Configuring Cognos® reporting properties in Marketing Platform

Setting report folder permissions

Configuring report folder permissions

Running and scheduling stored procedures for eMessage

Testing your configuration before enabling authentication

Configure IBM® Cognos® to use IBM® EMM authentication

Creating the reports system user

Configuring Cognos® authentication properties in IBM® EMM

Configuring IBM® Cognos® to use IBM® EMM Authentication Provider

Configuring additional settings for Marketing Platform

Testing your configuration with authentication configured

Upgrading reports

Upgrade prerequisites

Generating SQL to drop tables and run SQL in product databases

Upgrading reporting schemas on Marketing Platform

Upgrading reporting templates in the Marketing Platform

Upgrading IBM® EMM integration components

Updating lookup tables for eMessage and Interact

Upgrading views or tables in the product databases

Upgrading reports from version 7.5.1

Upgrading 7.5.1 model and installing new reports

Updating the old Campaign Performance by Cell reports

Fixing the cross-object Performance by Cell reports

Fixing the object-specific Performance by Cell reports

Updating the old Offer Performance Summary by Campaign reports

Fixing the Offer Performance Summary by Campaign cross-object report

Fixing the single object Offer Performance Summary by Campaign report

Upgrading the 8.x or 9.x model and installing new reports

Configuring reporting

Reporting and security

Report folder permissions

Using IBM® EMM Authentication Provider to secure IBM® Cognos® BI system

Reporting permissions reference

Reporting schemas

Reporting SQL Generator

Reporting deployment options

Control groups and target groups in the reports

About audience levels and the reports

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

Reporting schema

Adding contact or response metrics

Adding custom attributes

Adding response types

To add contact status codes

Specifying the calendar time periods for performance reports

To configure audience level for performance reports and response history

Create reporting schemas for extra audience levels or partitions

To create a Campaign Offer Response Breakout schema

To create a Campaign Offer Contact Status Breakout schema

Creating an Offer Performance schema

Creating a Campaign Performance schema

Creating a Campaign Custom Attributes schema

Creating an Interact Performance schema

Customizing the IBM® Cognos® Model

Example: Adding attributes to an existing view or table in a data model

Example: Add new views to IBM® Cognos® data model

Customizing or creating Cognos® reports for IBM® EMM applications

Guidelines for creating new Campaign reports

Configuring the Interaction Point Performance dashboard portlet

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

Update the partition's report properties on the IBM® EMM Configuration page

To update the partition's report properties

Report configuration properties

Reports | Integrations | Cognos® [version]

Reports | Schemas | [product] | [schema name] | SQL Configuration

Reports | Schemas | Campaign

Reports | Schemas | Campaign | Offer Performance

Reports | Schemas | Campaign | Campaign Performance

Reports | Schemas | Campaign | Campaign Offer Response Breakout

Reports | Schemas | Campaign | Campaign Offer Contact Status Breakout

Reports | Schemas | Interact

Reports | Schemas | Interact | Interact Performance

Reports | Schemas | eMessage

Campaign | partitions | partition[n] | reports

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

Interact Reports and Reporting Schemas

Reporting SQL Generator

Cognos® configuration page

Campaign reporting schema: Offer Performance

Campaign reporting schema: Offer Response Breakout

Campaign reporting schema: Campaign Performance

Campaign reporting schema: Campaign Custom Attributes

Reporting schema response type

Reporting schema: Campaign custom column

Reporting schema: cell custom column

Reporting schema: offer custom column

Campaign reporting schema: contact metric

Campaign reporting schema: response metric

Interact reporting schema: Interact Performance

Note

This edition applies to version 9, release 1, modification 0 of IBM® Marketing Platform and to all subsequent releases and modifications until otherwise indicated in new editions.

Before you contact IBM® technical support

Notices

Trademarks