Testing your configuration with authentication configured

You must test your configuration of HCL® Cognos® BI after you configure HCL authentication.

About this task

To test your configuration of HCL Cognos BI, complete the following steps.

Procedure

  1. Verify that HCL® Marketing Software and the HCL Cognos service are both running.
  2. Open Cognos Connection.
  3. Browse to the report folders you imported and click the link to a basic report.
    For example, for Campaign, select Public Folders > Campaign > Campaign > Campaign Summary.

    If the report fails, verify that you configured the HCL Cognos data source for the HCL application database correctly. See Creating HCL Cognos data sources for HCL Marketing Software application databases.

  4. Click a link in the report.

    If the internal links from the reports do not work, the redirect URL is not configured correctly. See Enabling internal links in the reports.

  5. Log in to HCL Marketing Software and browse to the Analysis page.

    When you specify the URL for the HCL application, be sure to use a fully qualified host name with your company domain (and subdomain, if appropriate).

    For example: http://serverX.ABCompany.com:7001/unica
  6. Click the link to the same report that you tested in HCL Cognos.

    If you see error messages about security, it is likely that the HCL Authentication Provider is not configured correctly. See How to configure HCL Cognos to use HCL Marketing Software authentication.

    If you are prompted to enter credentials for authentication, it is likely that the domain name is missing from one of your URLs. Log in to HCL Marketing Software as a user with admin privileges. Then, select Settings > Configuration and ensure that the URLs in the following properties include the domain name and any appropriate subdomain name.

    • Reports > Integration > Cognos > Portal URL and Dispatch URL
    • Any URL properties for the HCL applications, for example: Campaign > navigation > serverURL
  7. Click a link in the report.

    If you are prompted to enter credentials for authentication, it is likely that the domain name is missing from one of the URLs.

  8. Open an individual item, click the Analysis tab, and verify that the report is correct.

    If you see error messages about security, it is likely that the HCL Application Provider is not configured correctly.

What to do next

Now, reporting works properly and the example reports are in their default state. Finish configuring the data design of your HCL Marketing Software applications, such as campaign codes, custom campaign attributes, response metrics. To customize the reports or reporting schemas, see the following topics:

  • If you are using Campaign or Interact, see the topics under How to configure reporting.
  • If you are using Marketing Operations, see the "Using Reports" topics in the HCL Marketing Operations Administrator's Guide.
  • If you are setting up reporting for eMessage, you are done configuring reporting.