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Installing reports

Reporting installation roadmap

Install reporting components

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

Assigning a role to or removing 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

SQL scripts by data source

Create views or materialized views for Campaign or eMessage

Create views or materialized views for Interact

Setting the language in Oracle and DB2®

Create and populate reporting tables for Campaign or eMessage

Create and populate reporting tables for Interact

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 Marketing Platform 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 Marketing Platform

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® Marketing Platform 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 Marketing Platform

Step: Upgrade the reporting templates in the Marketing Platform

Step: Update lookup tables (eMessage and Interact 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

Configuring reporting

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

About reporting schemas

About the Reporting SQL Generator

About the reporting deployment options

About 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

Which reporting schema?

To add contact or response metrics

To add custom attributes

To add response types

To add contact status codes

To specify the calendar time periods for performance reports

To configure audience level for performance reports and response history

Creating reporting schemas for additional audience levels or partitions

To create a Campaign Offer Response Breakout schema

To create a Campaign Offer Contact Status Breakout schema

To create an Offer Performance schema

To create a Campaign Performance schema

To create a Campaign Custom Attributes schema

To create an Interact Performance schema

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

Update the views or reporting tables

SQL scripts by data source

Reports SQL Generator page reference

Customizing the IBM Cognos Model

Example: Add 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

Reporting configuration properties

Reports | Integrations | Cognos® [version]

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

Reports | Schemas | Campaign

Reports | Schemas | Campaign | Offer Performance

Reports | Schemas | Campaign | Performance

Reports | Schemas | Campaign | Offer Response Breakout

Reports | Schemas | Campaign | Offer Response Breakout | [Response Type]

Reports | Schemas | Campaign | Campaign Offer Contact Status Breakout

Reports | Schemas | Campaign | Campaign Offer Contact Status Breakout | [Contact Status Code]

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

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

Campaign configuration properties

Interact configuration properties

eMessage configuration properties

Marketing Operations configuration properties

Marketing Platform configuration properties

Attribution Modeler configuration properties

Interaction History configuration properties

Note

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

Contacting IBM® technical support

Notices

Trademarks