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Cognos Reports Installation and Configuration Guide
Integration roadmap for Marketing Software and IBM Cognos
After you install IBM Cognos®, you must integrate the Unica suite with IBM Cognos.
How to configure IBM Cognos to use Marketing Software authentication
The Unica Authentication Provider enables the Cognos® applications to use Unica authentication to communicate with the Unica suite as though it were another application in the suite.
Creating the reports system user
There are two authentication modes: "authenticated" and "authenticated per user". If you use "authenticated per user" mode, you do not need to create the reports system user. If you use "authenticated" mode, you must create a reports system user. When you create the reports system user, you can create the user and data source credentials for the user with Cognos® BI credentials.

Reports
- Cognos Reports Installation and Configuration Guide
  - Installation overview
    An installation of the Unica reports is complete when you install IBM Cognos® BI or Unica Insights reports and configure it for Unica applications. This guide provides detailed information about configuring IBM Cognos BI, and integrating IBM Cognos BI with Unica.
  - Plan the Marketing Software reports installation
    When you plan your Unica reports installation, you must ensure that you correctly set up your system and configure your environment.
  - Install reporting components
    To install Unica reporting for your products, you must install the reporting components.
  - Install and test IBM Cognos BI
    Your license agreement with must grant you an Cognos® BI license so you can download the Cognos BI installation files. IBM Cognos BI is a collection of applications, servers, and services that is organized in a multi-tiered architecture.
  - Integration roadmap for Marketing Software and IBM Cognos
    After you install IBM Cognos®, you must integrate the Unica suite with IBM Cognos.
    - Obtaining the JDBC driver for the Unica Platform system tables
      You must obtain the JDBC driver for the Unica Platform system tables so that Cognos® can obtain the user information from the Unica Platform system tables. Cognos requires the user information for Unica authentication.
    - Installing the reporting models and integration component on the Cognos system
      You must install the reporting models and integration components on the Cognos® system. If your installation of Cognos is in a distributed environment, you must install the reports package on the server where Cognos is installed.
    - Creating Cognos data sources for Marketing Software application databases
      The Cognos® applications need their own data sources that identify the source of the data for Unica application reports.
    - Optional: Setting up email notifications
      You can configure IBM Cognos® to send Unica reports as email attachments. This task is optional.
    - Configuring IBM Cognos Application Firewall for Marketing Software
      IBM Cognos® Application Firewall analyzes and validates requests before the requests are processed by IBM Cognos servers.
    - For Deliver only: Stored procedures for delta processing
      Unica Deliver reports require staging tables that are associated with the Unica Deliver system tables. The system tables are part of the Unica Campaign schema. You must periodically run stored procedures to process message response data for use in Unica Deliver reports.
    - Loading templates for the Reports SQL Generator
      The Unica reports packages that use reporting schemas contain SQL scripts that load template SQL select statements into the uar_common_sql table. The Reports SQL Generator uses the templates when it generates SQL scripts to create reporting views and tables.
    - Generating view creation scripts
      When you generate reports, you extract reportable data from the reporting views or tables. You can create reporting views by using the view creation scripts. Use the Reports SQL Generator to create view creation scripts.
    - Importing the reports folder in Cognos Connection
      The Unica application reports are in the compressed (.zip) file that the report package installer copied to the Cognos® computer. You must import the compressed file into Cognos Connection.
    - Configuring and publishing the data model
      You must configure and publish the data model only if, when you set up the data source, you were logged in as a user who is not the owner of the application system tables.
    - Enabling internal links in the reports
      The Unica application reports have standard links. To enable the links to work properly, you must configure the IBM® Cognos® Application Firewall. You must also configure the redirect URL in the Cognos data model for the Unica application reports.
    - Verifying data source names and publishing
      The name that is specified as the data source for the reports in the model must match the name of the data source that you created in Cognos® Connection. Before you publish the model from Framework Manager to the Cognos content store, you must verify that the data source names match.
    - Configuring Cognos reporting properties in Unica Platform
      There are several sets of properties for configuring reporting in Unica. Some properties define parameter values for the reporting components in Unica Platform. Some properties define URLs and other parameters for the Cognos® system. The properties that define parameter values are specified when the view creation scripts are generated. You must specify the properties that define URLs and other parameters for the Cognos system.
    - Setting report folder permissions
      If you configure the reports system to use the authenticated per user mode, make sure that the appropriate users can run the reports from the Unica applications. The easiest way to do this is to assign the default ReportsUser role to the appropriate user groups or users.
    - For Deliver only: How to schedule and run stored procedures
      Unica Deliver reports use the data that is contained in staging tables, which are populated by stored procedures. The stored procedures perform a delta refresh operation. Run the stored procedures at least once per day. If you run the procedures more frequently, the delta refresh method prevents multiple concurrent runs.
    - Stored procedures for the Unica Interact Event Pattern report
      The Unica Interact Event Pattern report uses the data that is contained in staging tables, which are populated by stored procedures. The stored procedures perform a delta refresh operation.
    - Changing the degree of parallel execution for the Interact Event Pattern report
      The degree of parallel execution value is configurable. Increase the degree of parallel execution for the Interact Event Pattern report aggregation process to reduce the elapse time. If the degree is set to a higher value, hardware resource requirements also increase proportionally
    - Log messages in the UARI_DELTA_REFRESH_LOG table for the Unica Interact Event Pattern report
      The UARI_DELTA_REFRESH_LOG table contains logging information for all procedures.
    - Testing your configuration before you enable authentication
      After the reports are installed and configured, you must test the configuration before you enable authentication. You can test the configuration by running a sample of reports.
    - How to configure IBM Cognos to use Marketing Software authentication
      The Unica Authentication Provider enables the Cognos® applications to use Unica authentication to communicate with the Unica suite as though it were another application in the suite.
      - Creating the reports system user
        There are two authentication modes: "authenticated" and "authenticated per user". If you use "authenticated per user" mode, you do not need to create the reports system user. If you use "authenticated" mode, you must create a reports system user. When you create the reports system user, you can create the user and data source credentials for the user with Cognos® BI credentials.
      - Configuring IBM Cognos authentication properties in Marketing Software
        If the Unica and Cognos® applications are installed in different network domains, you must configure Cognos authentication properties in Unica. This action ensures that the Unica applications can communicate with the Cognos applications.
      - Configuring IBM Cognos to use Marketing Software Authentication Provider
        You must use the Cognos® Configuration and Cognos Connection applications to configure the Cognos BI applications to use the Unica Authentication Provider.
      - Configuring additional settings for Unica Platform
        When Unica Platform is integrated with an LDAP server, Windows™ Active Directory, or a web access control system such as Tivoli® or Site Minder, you must configure additional settings.
    - Testing your configuration with authentication configured
      You must test your configuration of Cognos® BI after you configure authentication.
  - How to configure reporting
    After you install or upgrade your reporting packages, you must configure your reporting installation.
  - User authorization for Cognos folders and reports
    A Custom Java Authentication Provider (CJAP) provides authorization for users who access Cognos report folders and reports. You can implement this feature after you implement the Unica Authentication Provider, which provides single sign-on authentication between Unica applications and Cognos.
  - How to configure the Cognos Reports for multiple partitions
    If you use Unica Campaign, Unica Deliver, or Unica Interact with more than one partition, you must configure the Cognos® reports packages for each partition. You can set up reporting on multiple partitions after you configure the partitions in Unica Campaign and Unica Deliver.
  - How to upgrade reports
    You can upgrade your current version of Unica reports to bring it up-to-date with the latest features.
  - Upgrading the 8.x or 9.x model and installing new reports
    Upgrading the 8.x or 9.x model and installing the new reports are the first steps that you must complete to upgrade your reports.
  - Report configuration properties
    The report configuration properties for Unica are available at Settings > Configuration > Reports.
  - Formats for the Cognos reports
    The Cognos® reporting integration components include a global report style sheet, GlobalReportStyles.css.
  - Formats for the Unica Campaign, Unica Deliver, and Unica Interact Cognos reports
    Additional styling is required for Unica Campaign, Unica Deliver, and Unica Interact Cognos reports. The global report styles are modified to add classes to override the styling of existing classes to improve the look and feel of Unica Campaign, Unica Deliver, and Unica Interact reports.
  - Unica Campaign reports and reporting schemas
    You can customize the reporting schemas in the Unica Campaign Report Package by adding contact or response metrics, attributes, or response types.
  - Deliver Reports and Reporting Schemas
    Several reports, such as Message Overview report, Detailed Link report, Deliver Reports Processing Overview, and SMS Message Summary Report are available in the Unica Deliver Reports Package.
  - Unica Interact Reports and Reporting Schemas
    The Unica Interact Report Package reports are supported by reporting schemas. You can customize the schemas to specify time periods, configure audience levels, and create extra performance reporting schemas.
- Unica Insights Reports Installation and Configuration Guide

Creating the reports system user

There are two authentication modes: "authenticated" and "authenticated per user". If you use "authenticated per user" mode, you do not need to create the reports system user. If you use "authenticated" mode, you must create a reports system user. When you create the reports system user, you can create the user and data source credentials for the user with Cognos® BI credentials.

About this task

When you create the reports system user, you can configure the following login credentials for that user:

One set of login credentials for the Unica suite: The user name and password are specified for the reports system user (cognos_admin).
One set of login credentials for Cognos® BI: The user name and password are specified as data source credentials for the reports system user.

To create the reports system user, complete the following steps.

Procedure

Log in to Unica as the platform_admin user.
Select Settings > Users.
Create an user with the following attributes:
1. User name: cognos_admin
2. Password: admin
Create a data source for the user with the following attributes:
1. Data Source: Cognos
2. Data Source Logon: cognos_admin
  Ensure that the user name in the data source exactly matches the user name of the user who you created in step 3.
3. Data Source Password: admin
Add the Reports System role to the user.
If Unica is configured to expire user passwords, log out and then log back in as the reporting system user (cognos_admin). This step ensures that you interact with the security "change password" challenge and reset the password before you log in to Cognos® as this user in a later task.

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