Maximo Cognos BI. Pam Denny Maximo BI Architect Twitter: andbflo_denny IBM Corporation

Transcription

1 Maximo Cognos BI Pam Denny Maximo BI Architect Twitter: andbflo_denny 2015 IBM Corporation

2 Please note IBM s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion. Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user s job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here.

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4 Agenda 1. Overview 2. Entitlement and Tools 3. Architecture and Meta Data Publishing 4. Delivered Content BI Packs 5. Reference Materials and Questions 3

5 Maximo 7.6 Focus on BI/Analytics BI/Analytics WORK MANAGEMENT ASSET MANAGEMENT PLANNING and SCHEDULING SUPPLY CHAIN HEALTH and SAFETY INDUSTRY SOLUTIONS Maximo Assets 4 4

6 BI (Business Intelligence) Transform data For analysis and action 5 Not for distribution 5

7 Maximo BI Tools Transform + Analyze Cognos Reporting Maximo Maximo BI Packs BIRT Reports Ad Hoc reporting KPIs Result Sets 7.6 Feature Updates Analytic Capability Application Export QBE Data Download 6 6

8 Maximo Cognos Value Streamlined Access to Data - Cognos entitlement provides new tools to analyze data at deeper level - Enhanced metadata publishing features reduce metadata creation time User Experience - Direct access to Cognos environment for Business Analyst/Power user Secured Access - Metadata published thru integration contains Site/Set/Org data restrictions Performance - Simplified installation to reduce deployment time - Consolidated namespaces reduces deployment time and provides additional platform support (ex. Non Windows environments) 7 7

9 Cognos Entitlement Multiple Versions.Entitlement Methods Version Release Date Direct In Direct TCR December /8/ to April / July , /8.4.1 Maximo 76.Simplified! Version Direct Maximo

10 Maximo 76 Open Reporting Architecture Portfolio Maximo 7.6 BIRT Cognos Reporting External Report Integration Open Database Platform 9

11 Agenda 1. Overview 2. Entitlement and Tools 3. Architecture and Meta Data Publishing 4. Delivered Content BI Packs 5. Reference Materials and Questions 10

12 Maximo Cognos Entitlement Cognos has multiple tools.which are enabled for Maximo? 11

13 Cognos Product Entitlement Maximo 7.1/7.5 Maximo 7.5 TCR 2.1, Cognos 8.4 Cognos Connection Cognos Administration Report Studio BI Server Query Studio Framework Manager SDK 12

14 Cognos Product Entitlement By Release MORE in Maximo 7.6! Maximo 7.5 TCR 2.1, Cognos 8.4 Maximo 7.6, Cognos Cognos Connection Cognos Administration Report Studio BI Server Query Studio Framework Manager SDK Cognos Workspace Advanced Cognos Workspace Cognos Insight Cognos Life Cycle Manager Cognos Dynamic Query Analyzer BI Server 13

15 Maximo Cognos Entitlement: Tools 1 1. Cognos BI Server Cognos Connection, Administration Report Studio Query Studio Workspace/Workspace Advanced 2. Cognos Framework Manager 2 3. Cognos Insight 3 4. Cognos Lifecycle Manager 5. Cognos Dynamic Query Analyzer 14

16 Cognos BI Server Key components (Accessible via Cognos Connection (Portal) Administrator Cognos Administration Developer Report Studio, Cognos Workspace Advanced Power User Query Studio, Cognos Workspace Application User Cognos Workspace 15

17 Cognos BI Server - Administrator Accessible via Cognos Portal Manage Server, Security, Content and more! 16

18 Cognos BI Server Developer Report Studio Create wide range of reports for Enterprise use Not for distribution 17

19 Cognos BI Server Developer Workspace Advanced Newest Report Development tool for Enterprise reports Not for distribution 18

20 Cognos BI Server Power User Workspace Used by power user to perform data analysis Not for distribution 19

21 Cognos BI Server: Power User Query Studio Ad Hoc Reporting tool utilizing meta data packages Not for distribution 20

22 Cognos Framework Manager- Administrator Separate Windows Install Used by Admin to manage, modify meta data packages 21

23 Cognos Insight Power User tool to Analyze segments of Maximo data! 22

24 Cognos Life Cycle Manager Web based report upgrade tool that compares Cognos reports for legacy and new environments - Provides visual comparison of legacy and new reports -Validates new content - Individual or set of selected content - Benchmarks running time of old and new reports 23

25 Cognos Dynamic Query Analyzer Visual analysis of Cognos meta data package performance - Highlights (red) potential issues 24

26 Cognos Product Entitlement By Release MORE in Maximo 7.6! Maximo 7.6, Cognos Cognos Connection Cognos Administration Report Studio BI Server Query Studio Framework Manager SDK Cognos Workspace Advanced Cognos Workspace Cognos Insight Cognos Life Cycle Manager Cognos Dynamic Query Analyzer BI Server 25

27 Agenda 1. Overview 2. Entitlement and Tools 3. Architecture and Meta Data Publishing 4. Delivered Content BI Packs 5. Reference Materials and Questions 26

28 Maximo 76 Cognos Architecture Maximo 7.6 Cognos BI Server Maximo Database 27

29 Maximo 76 Cognos Processes Maximo 7.6 Cognos BI Server Meta Data Publishing (Integration Framework) Run Reports - Launch to Cognos Maximo Database 28

30 Maximo Cognos Meta Data Publishing Maximo Maximo Report Object Structures Maximo s Integration Framework Maximo Database Cognos BI Server Cognos Meta Data Packages 29

31 7.1/7.5 Maximo Cognos Site Restrictions Maximo Users site restrictions passed via url to single report he selected in Maximo Cognos Once in Cognos.Restrictions not available Developing Running 30

32 Issues in applying site restrictions in Cognos 1. Must be available when user runs any report Enterprise Report (Report Studio) Active Report (Cognos Workspace Advanced) Ad Hoc Report (Query Studio) Workspace 2. Must be available when user creates any report Enterprise Report (Report Studio) Active Report (Cognos Workspace Advanced) Ad Hoc Report (Query Studio) 3. Site restrictions not stored in Maximo database 31

33 NEW! Maximo 76 Meta Data Features: Site/Set Restrictions Maximo Integration Framework Report Object Structures COMPANYSETFILTER ITEMSETFILTER ORGFILTER SITEFILTER Maximo Database New 76 database views Cognos BI Server Meta Data with Site/Set Restrictions 32

34 7.6 Maximo Cognos Restrictions Maximo Cognos Developing Cognos Meta Data Packages Running 33

35 Agenda 1. Overview 2. Entitlement and Tools 3. Architecture and Meta Data Publishing 4. Delivered Content BI Packs 5. Reference Materials and Questions 34

36 Maximo Cognos Content 35

37 Content Breakdown: Report and Workspace Types Reports 2 Types Reports (Standard) Workspace Reports Workspaces 2 Types Application Workspaces Trending Workspaces 36

38 Reports: Types 1. Reports (Standard) Parameter Page Report Output 2. Workspace Reports No parameter page Display as output on Workspace 37

39 Workspaces: Types Application Workspaces Trending Workspaces 38

40 Application Workspaces Tab enable quick access to data with varying filters 39 39

41 Application Workspaces Originally introduced as BI Packs in Sept 2013 via ISM Library - Quarterly updates for additional content delivery Work Order Management Sept 2013 Asset Management - Dec 2013 Asset Failure Management - Dec 2013 Inventory Management - March

42 Application Workspaces Initial content required 13 separate workspaces for each view NEW 76 content streamlined to 4 workspaces using tabs for views 41 41

43 Trending Workspaces Tab enable quick access to selected data with varying time periods 42 42

44 Detailed Review of Content Work Order Management Asset Failure Management Asset Management Inventory Management 43

45 Breakdown of Content Reports and Workspaces Work Order Management Backlog WO Overdue WO Unplanned WO WO Costs Asset Failure Management # of Failures MTTR MTBF Asset Availability Asset Management PM Plans Spare Parts Avg Maint Costs Actual to Budget Costs Inventory Management Inventory Turns Inventory Currency Material Stock outs Inactive Inventory 44

46 Application Workspace: Work Order Management 45

47 Reports: Work Order Management 1. Backlog Work Orders 2. Overdue Work Orders 3. Unplanned Work Orders 4. Actual to Estimated Work Order Costs Similar parameters including Work Type, Work Priority, Classification, Asset Priority, Site, and Scheduled Start Date 46

48 Agenda 1. Overview 2. Entitlement and Tools 3. Architecture and Meta Data Publishing 4. Delivered Content BI Packs 5. Reference Materials and Questions 47

49 Questions 48

50 Inter Connect 2015 Maximo BI Sessions Session Focus ID Date/Time Maximo Cognos BI Lunch & Learn Maximo 76 Cognos Demo/Review BI Packs, Workspaces, Reports IAN Monday, 2/23, 12:15 1:15 PM Maximo Cognos BI Maximo Reporting Lunch & Learn Getting Started with 76 BI Features Maximo 76 Cognos Features Overview Entitlement, Products, Meta Data, BI Packs Maximo 76 BI Features Demo/Review Ad Hoc Reporting, BIRT, KPI Maximo 76 BI Best Practices Discussion Report Options/Comparisons IAN-1533 Tuesday, 2/24, 8 9 am IAN Tuesday, 2/24, 12:30 1:30 pm IAN-6467 Tuesday, 2/24, 7 7:50 pm Maximo 76 Reporting Maximo 76 Cognos BI Content Maximo 76 BI Features Overview Ad Hoc Reporting, BIRT, KPI Maximo Cognos Content Demo/Discussion Application of KPI Templates/Data, Trending Workspaces IAN-1535 Wed, 2/25, 11 12pm IAT-6470 Thur, 2/ :50 pm 49

51 Maximo 76 Reference Materials Maximo Report Wiki Maximo 76 BI Recordings ibm.co/1bz4nwl Maximo 76 BI Documentation ibm.co/1ybtti2 Maximo 76 BiLogs ibm.co/1c8ftj6 50

52 Backup 51

53 NEW! Miscellaneous 7.6 Enhanced meta data publishing features 7.6 publishing extended to support maxrelationships where a column equals an hardcoded value or relationships that include "or" or groups Examples of new supported relationships include poid=:poid and ldownertable= PO poid=:poid or ponum=:ponum ponum > 1000 or (poid=:poid and wonum=:wonum) or (ponum is null) brackets null 52

54 NEW! 7.6 Enhanced relationship publishing ROS like Asset Activity supported for publishing in 76 failurecode=:failurecode and parent is null and orgid=:orgid (assetnum=:assetnum or rotassetnum=:assetnum) and siteid=:siteid Un-Supported relationships continue for in and sub select maxrelationships (wonum=:wonum or exists (select 1 from workorder w where w.parent=:wonum and w.istask=1 and wplabor.siteid=w.siteid and wplabor.wonum=w.wonum)) and wplabor.siteid=:siteid 53

55 UPDATED! 7.6 Enhanced relationship publishing Multiple Objects Objects can be used multiple times - Objects available at ALL levels in the published Cognos package. Objects name pre-pended with its parent level. In this example, Item is included twice in ROS At child level, displays as ITEM At grandchild level, prepended with its parent, Spare Part. Becomes Sparepart_ITEM 54

56 Framework Manager (FM) When ROS published to Cognos as meta data packages, they can be opened/extended in Cognos FM (.cpf file) Location of packages defined by End Point Value CONTENT_STORE_PACKAGE_LOCATION 55

57 NEW! Framework Manager (FM) in 7.6 Before opening a package a login page will appear. Must log in with Maximo User Credientials -> Due to namespace updates in 76 56

58 NEW! Maximo 7.6 Cognos Access Points 1. New Analytics Module -> Direct access to Cognos Cognos KPI Viewer Report Viewer Requires sig option access to new Cognos Reporting application 57

59 Review: Maximo data restrictions and reporting A. Defined in Maximo s Security Group Application B. Three different levels of data restrictions, which are 1. Set Data Security, or Qualified Object Restrictions 2. Row Level Data Security, or Hidden, Read Only Object Restrictions 3. Field Level Data Security, or Hidden, Read Only or Required Attribute Restrictions C. Maximo 7 with BIRT supports Qualified object restrictions only under certain conditions D. Maximo 76 with Cognos - supports Site, Set and Organization data restrictions -User will only be able to see data that they have access to via their Site, Organization, Item Set or Company Set restrictions 58

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