Reporting installation roadmap

The following table provides a high level overview of the IBM® EMM reports installation process, with brief descriptions of the steps involved and information on where to find detailed instructions. For upgrades, see the chapter on upgrading in this guide.

Step	Description	Where to find details
Install reporting components
Install IBM® EMM products.	Install the products that provide the data used in reports.	See the individual product installation guides.
Install IBM® Cognos.	Install the supported version of IBM® Cognos, which is required for many, but not all, IBM® EMM reports.	See the IBM® Cognos documentation.
Set up a system user.	Configure a user with access to the Settings > Configuration and Settings > Report SQL Generator pages so you can log in as this user when you need to configure the reporting properties and generate the SQL used to create reporting schema.	See Step: Set up a user with the ReportsSystem role, if necessary.
Install the reporting schemas on the machine where the Plataforma de Marketing is installed.	Place the IBM® master installer and the report pack installers in the same directory and launch the master installer.	See Step: Install the reporting schemas on the IBM EMM system
Create JDBC data sources.	In the application server where the Plataforma de Marketing is deployed, create JDBC data source connections to the system table databases for the products you want to use for reporting.	See Step: Create JDBC data sources.
Set up the reporting views or tables
Load the templates for the Reports SQL Generator.	To implement reporting for Campaign , eMessage, and Interagir, you create reporting views or tables from which the reports extract reportable data. The reports packs contain templates that the Reports SQL Generator uses when generating SQL scripts for creating these views or tables. In this step, you load these templates into the Plataforma de Marketing system table database.	See Step: Load the templates for the Reports SQL Generator.
Generate the view or table creation scripts.	Set some required configuration properties, and then use the Report SQL Generator to produce the SQL for creating the reporting views or tables.	See Step: Generate the view or table creation scripts.
Create the reporting views or tables.	Create the views or tables in the IBM® EMM product system table databases.	See Step: Create the reporting views or tables.
Set up data synchronization.	If you created materialized views or tables for reports, use your database administration tools to schedule regular data synchronization.	See Step for tables and materialized views only: Set up data synchronization.
Install and test IBM Cognos BI
Install IBM Cognos BI	Use the IBM Cognos documentation to guide your installation, and then test the system.	See Test the IBM Cognos BI installation.
Install IBM EMM integration components and report models on the Cognos system
Obtain the JDBC driver used for the Plataforma de Marketing system tables.	Copy the JDBC driver used for Plataforma de Marketing to the machine where the Cognos Content Manager is installed. When IBM® authentication is implemented, Cognos uses this when it obtains user information.	See Step: Obtain the JDBC driver for the Plataforma de Marketing system tables.
Install the reporting models and integration component on the Cognos system.	Place the IBM® EMM master installer, Plataforma de Marketing installer, and product report pack installers in the same directory on the machine where the Cognos Content Manager is installed, and launch the master installer.	See Step: Install the reporting models and integration component on the IBM Cognos system.
Create the Cognos data sources for the IBM® EMM application databases.	The Cognos applications need to connect to the IBM® EMM application data sources for the reports. Use the Administration section of Cognos Connection to create these data sources.	See Step: Create the IBM Cognos data sources for the IBM EMM application databases.
Set up email notification (optional).	If you want to enable an option for sending a report as an email attachment, configure notification in Cognos Configuration.	See Optional step: Set up email notification.
Configure the Cognos firewall.	In Cognos Configuration, specify the IBM® EMM system as a valid domain or host.	See Step: Configure the IBM Cognos application's firewall.
Import the reports folder.	In Cognos Connection, import the compressed file for reports.	See Step: Import the reports folder in Cognos Connection.
Configure and publish the data model, if necessary.	If the data source login you used when you created the Cognos data sources is not the owner of the IBM® EMM system tables, perform this step.	See Step: Configure and publish the data model, if necessary.
Enable internal links in the reports.	The IBM® EMM reports have standard links. To enable them, you must configure the redirect URL in the Cognos data model.	See Step: Enable internal links in the reports.
Verify the data source names and publish.	This step varies, depending on whether you used the default data source names in Cognos Connection, as described in that step.	See Step: Verify the data source names and publish.
Configure the Cognos reporting properties in IBM® EMM.	Log in to IBM® EMM and set Cognos reporting properties.	See Step: Configure Cognos reporting properties in the Plataforma de Marketing.
Configure report folder permissions.	To give users permission to run reports from within IBM® EMM applications, assign the default ReportsUser role to the appropriate user groups or users.	See Step: Set report folder permissions.
Test your configuration without authentication enabled.	After the reports are installed and configured, but before you enable authentication, test the setup by running some reports.	See Step: Test your configuration without authentication enabled.
Configure Cognos to use IBM® EMM authentication.	The IBM® EMM Authentication Provider enables the Cognos applications to use IBM® EMM authentication to communicate with the Plataforma de Marketing as if it were another application in the suite. This step has several sub-steps.	See Configure IBM Cognos to use IBM EMM authentication.
Test your configuration with authentication configured.	After you configure Cognos to use IBM® EMM authentication, test the system again.	See Step: Test your configuration with authentication configured.
Perform customization steps.	At this point, reporting is working properly and the example reports are in their default state. You may need to customize the reports or reporting schemas for Campaign , Interagir, or Operações de Marketing.	See Next steps for reporting.