Installation checklist: HCL Cognos integration

Integrate HCL® Cognos® with IBM EMM applications by creating HCL Cognos data sources and configuring the HCL Cognos application firewall. You must also create reporting, configure Cognos reporting properties in Marketing Platform, and configure and test HCL Cognos to use IBM EMM authentication.

The following list provides a high-level overview of how to install and configure the HCL components and reports on the HCL Cognos system:

  1. Obtain the JDBC driver for the Marketing Platform system tables.
  2. Installing the reporting models and integration component on the HCL Cognos system.
  3. Creating HCL Cognos data sources for IBM EMM application databases.
  4. Setting up email notifications.
  5. Configuring HCL Cognos Application Firewall for IBM EMM
  6. For eMessage reports, installing stored procedures for delta processing.
  7. For eMessage reports, creating stored procedures, staging tables, and indexes.
  8. Loading templates for Reports SQL Generator.
  9. Generating view or table creation scripts
  10. Creating views or materialized views for Campaign or eMessage
  11. Creating views or materialized views for Interact
  12. Creating and populating reporting tables for Campaign
  13. Creating and populating reporting tables for Interact
  14. Importing the reports folder in Cognos Connection
  15. Configuring and publishing the data model.
  16. Enabling internal links in the reports.
  17. Verifying data source names and publishing.
  18. Configuring Cognos reporting properties in Marketing Platform.
  19. Setting report folder permissions.
  20. Running and scheduling stored procedures for eMessage
  21. Testing your configuration before enabling authentication.
  22. Configure IBM Cognos to use IBM EMM authentication.
  23. Testing your configuration with authentication configured.