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Cognos Reports Installation and Configuration Guide
How to upgrade reports
You can upgrade your current version of Unica reports to bring it up-to-date with the latest features.
Upgrade prerequisites
Before you upgrade your version of Unica reports, you must complete specific tasks.

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 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.
    - Upgrade prerequisites
      Before you upgrade your version of Unica reports, you must complete specific tasks.
    - Generating SQL to drop views, materialized views and run SQL in product databases
      You can use the Reports SQL Generator to generate drop table SQL commands and run them against the appropriate product system table database. Complete this task before you upgrade the reporting schemas.
    - Upgrading reporting schemas on Unica Platform
      You must run the Unica master installer with the reports packs installers to upgrade the reporting schemas and reports integration configuration properties.
    - Upgrading reporting templates on Unica Platform
      You must upgrade reporting templates in Unica Platform before you upgrade reports. If you are upgrading reports for Unica Plan, do not upgrade reporting templates because Unica Plan does not have reporting schemas.
    - Upgrading Marketing Software integration components
      To upgrade the Unica integration components, you must run the installers on the computer where Cognos® Content Manager is installed.
    - Updating lookup tables for Deliver and Unica Interact
      If you use reports for Unica Deliver and Unica Interact, you must update the lookup tables. Use your database client to run specific upgrade scripts against the system table database.
    - Upgrading views in the product databases
      To upgrade your version of reports, you must generate an updated SQL and upgrade the views in your product databases.
    - Upgrade Cognos Reports from version 12.1.0.0 to version 12.1.0.1
      To perform the upgrade of Cognos Reports from version 12.1.0.0 to version 12.1.0.1, complete the following steps.
    - Upgrade Cognos Reports from version 12.1.0.0 to version 12.1.0.3
  - 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

Upgrade prerequisites

Before you upgrade your version of Unica reports, you must complete specific tasks.

User with ReportsSystem role

When you are upgrade from version 8.x, a user with the ReportsSystem role may exist already. If you need to configure this reporting user, see Configuring a user with the ReportsSystem role.

Upgrade requirements for IBM Cognos® BI

You must upgrade your version of IBM Cognos® BI to the version that is supported for the report packs that you are installing. See the Unica Recommended Software Environments and Minimum System Requirements document for more information about the supported IBM Cognos® BI version.

For help with this task, see the IBM Cognos® BI documentation.

After you upgrade Cognos®, complete the Cognos® configuration tasks that are described in the installation chapter of this guide.

Back up requirements for Cognos® model and report archive

On the IBM Cognos® BI system, make sure the following tasks are complete:

Back up the model subdirectory: Locate the application model that is installed by the Unica reports package installers, and copy the entire model subdirectory to create a backup.
Use the export deployment specification feature in Cognos® Connection to create a backup of the application reports archive. Export the entire content store.
Delete the old models and folders from the Cognos® user interface. Do not delete them from the file directory structure or from Cognos® Framework Manager.

Additional requirements for Unica Deliver reports

See Prerequisites for Unica Deliver Reports for additional requirements for Unica Deliver reports.

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