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Cognos Reports Installation and Configuration Guide
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 implement CJAP security
To implement CJAP security, complete the tasks in this section in the order shown.
Editing and synchronizing the property file
The property file determines which groups in Unica are duplicated in Cognos. Edit the property file to specify the Unica Platform groups that you want to synchronize into Cognos.

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.
  - 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 implement CJAP security
      To implement CJAP security, complete the tasks in this section in the order shown.
      - Backing up the Cognos environment for CJAP
        Before you implement CJAP, back up your Cognos environment.
      - Editing and synchronizing the property file
        The property file determines which groups in Unica are duplicated in Cognos. Edit the property file to specify the Unica Platform groups that you want to synchronize into Cognos.
      - Configuring the new namespace provider in Cognos
        Configure a new namespace provider in Cognos for CJAP.
      - Verifying synchronization
        Verify that groups, users, and roles exist as expected in the Cognos namespace.
      - Assigning Cognos permissions to the new roles
        Assign permissions to the Cognos Reports_System_Role and Report_ User_Role roles in Cognos that are equivalent to the Unica Platform ReportSystem role and ReportUser role, respectively.
      - Removing the Everyone group from the Cognos System Administrators role
        By default all authenticated users are members of the Everyone group in Cognos. Members of this group have the System Administrators role in Cognos. This grants all users administrator rights in Cognos by default.
      - Giving reports users read-only permissions in public folders
        Make users with the Unica Platform ReportSystem and ReportUser roles members of the EMM_Report_Access_All_Users group. Give members of this group read-only access for the public folders in Cognos.
      - Securing public folders
        To ensure that you control access to public folders in Cognos, complete this task on all public folders, including the folders created for each Unica product reports pack.
      - Verifying user permissions in Cognos
        Verify that your implementation of CJAP is working as expected.
    - Removing the CJAP implementation from your environment
      Complete this task only if you implemented CJAP security and decided to roll back your environment to use the Unica Authentication Provider.
  - 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

Editing and synchronizing the property file

The property file determines which groups in Unica are duplicated in Cognos. Edit the property file to specify the Unica Platform groups that you want to synchronize into Cognos.

Before you begin

Design the reports access in Unica Platform by creating groups, associating them with roles, and making users members of these groups.

Stop the Cognos service. Restart the service after you edit the properties file.

About this task

To edit and synchronize the property file, complete the following steps.

Procedure

Browse to \webapps\p2pd\WEB-INF\AAA\lib\ under your Cognos installation.
Open ReportSecurityConfig.properties in a text editor.
To set the properties, follow the instructions in the file.
For example, you might set the properties as follows:
- useFolderSecurity=true
- createEMMProductReportGroupsToSecureCognosReportFolders=Campaign
  In Cognos, sub folders are created under the folder you specify here.
- createCampaignReportsSyncFolderPermissionGroups=true
- createUserGroupInCognosSameAsPlatformGroup=Test_grp
  Groups you specify here must exist in Unica Platform.
- createUserGroupInCognosWithPlatformUserRole=User_Defined_Role01
  Roles you specify here must exist in Unica Platform.
Restart the Cognos service.
To synchronize the property file, select Settings > Sync Report Folder Permissions in the Unica user interface.

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