Testing your configuration with authentication configured

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

Procedure

Complete the following tasks to test your configuration of IBM Cognos BI:
  1. Verify that IBM EMM is running and that the IBM Cognos service is 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 IBM Cognos data source for the HCL application database correctly. See Creating HCL Cognos data sources for IBM EMM 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 IBM EMM 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 IBM Cognos.

    If you see error messages about security, it is likely that the HCL Authentication Provider is not configured correctly. See Configure IBM Cognos to use IBM EMM 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 IBM EMM 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. When you finish configuring the actual data design of your IBM EMM applications - things like campaign codes, custom campaign attributes, response metrics - you have to return to reporting because you may need to customize the reports or reporting schemas.

If you are using Campaign or Interact, see the "Configuring reporting" chapter.

If you are using Marketing Operations, see the "Using Reports" chapter in the HCL Marketing Operations Administrator's Guide.

If you are setting up reporting for eMessage, you are done configuring reporting.