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Cognos Reports Installation and Configuration Guide
How to configure reporting
After you install or upgrade your reporting packages, you must configure your reporting installation.
Reporting and security
For security, the reporting feature is controlled by specific access control mechanisms.
Reporting permissions configuration properties
You can give access to the reporting configuration functions and to reports by configuring the settings on the Configuration page.

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.
    - Reporting and security
      For security, the reporting feature is controlled by specific access control mechanisms.
      - Reporting and security
        The IBM Cognos® report packages that you install on the IBM Cognos system contain the report specifications for the applications, which are organized into folders. For example, the Interact Reports folder is the folder for Unica Interact, and the reports specifications are in the Interact Reports folder on the IBM Cognos system.
      - The Marketing Software Authentication Provider and the IBM Cognos BI system
        By default, the Cognos® system is unsecured because anyone who has access to the IBM Cognos applications can access the data from the Unica application database. You can secure the Cognos system by using the Unica Authentication Provider.
      - Reporting permissions configuration properties
        You can give access to the reporting configuration functions and to reports by configuring the settings on the Configuration page.
    - Reporting schemas
      You must create reporting view to implement reporting for Unica Campaign, Unica Interact, and Unica Deliver. Reports can extract reportable data in the reporting views. The report packages for Unica Campaign, Unica Interact, and Unica Deliver include reporting schemas that the Reporting SQL Generator uses to produce SQL scripts that create reporting views.
    - Framework Manager data models
      A Cognos® model is reporting metadata that describes physical database objects and their relationships to query subjects and query items. When you use Cognos 10 BI Report Studio, you build reports from query subjects and items that are described in the data model.
    - Report Studio reports
      Each Unica reports package contains several reports for the application that are built with the Cognos® Report Studio.
    - How to customize reporting schemas
      You can customize your reports to include custom data. The reporting schema that you modify depends on the reports that you plan to customize.
    - Reporting schemas for extra audience levels or partitions
      You can create reporting schemas for extra audience levels and partitions.
    - How to customize the Cognos Model
      When you customize an Unica reporting schema to include additional metrics, attributes, or audience levels and then modify the reporting view that are based on that schema, you must also edit the IBM® Cognos® BI model.
    - How to customize and create Cognos reports for Marketing Software applications
      You can create your own reports and customize the example reports to include your custom data. From Cognos® Connection, you can configure options for the reports, schedule them to run at regular times, and use Report Studio to customize them.
  - 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

Reporting permissions configuration properties

You can give access to the reporting configuration functions and to reports by configuring the settings on the Configuration page.

Access to the reporting configuration functions and to the reports themselves are controlled by the following settings.


User interface item	Access control
Configuration option on the Settings menu You configure reporting schemas on the Configuration page.	The Unica Platform permission Access to Configuration, which is under Settings > User Roles & Permissions > Platform
Report SQL Generator and Sync Report Folder Permissions options on the Settings menu	The Report permission report_system, which is under Settings > User Roles & Permissions > Report The standard ReportsSystem role has this permission.
Analytics menu	Application access settings that vary by product: For Unica Campaign, Unica Deliver, and Unica Interact, the Administration > Access Analysis Section permission at the campaign partition level of Settings > User Roles & Permissions For Unica Plan and Unica Collaborate, the Analysis permissions in the security policies
Analysis tabs	The Analysis (or Analyze) permissions in the security policies for the individual objects
Data displayed by the reports	When the authentication mode of the Cognos® system is "authenticated per user," users must have either the ReportsSystem or ReportsUser role so that they can see the data in reports.

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