Maximo Cognos BI Pam Denny Maximo BI Architect pdenny@us.ibm.com Twitter: andbflo_denny 2015 IBM Corporation
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Agenda 1. Overview 2. Entitlement and Tools 3. Architecture and Meta Data Publishing 4. Delivered Content BI Packs 5. Reference Materials and Questions 3
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
BI (Business Intelligence) Transform data For analysis and action 5 Not for distribution 5
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
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
Cognos Entitlement Multiple Versions.Entitlement Methods Version Release Date Direct In Direct TCR 7.1.1.6+ December 2009 8.4 1.3/8/4 7.5.0.0 to 7.5.0.2 April 2011 8.4.1 2.1/8.4.1 7.5.0.3+ July 2012 8.4.1, 10.1.1 2.1.1/8.4.1 Maximo 76.Simplified! Version Direct Maximo 7.6 10.2.1.1 8
Maximo 76 Open Reporting Architecture Portfolio Maximo 7.6 BIRT Cognos Reporting External Report Integration Open Database Platform 9
Agenda 1. Overview 2. Entitlement and Tools 3. Architecture and Meta Data Publishing 4. Delivered Content BI Packs 5. Reference Materials and Questions 10
Maximo Cognos Entitlement Cognos has multiple tools.which are enabled for Maximo? 11
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
Cognos Product Entitlement By Release MORE in Maximo 7.6! Maximo 7.5 TCR 2.1, Cognos 8.4 Maximo 7.6, Cognos 10.2.1 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
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
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
Cognos BI Server - Administrator Accessible via Cognos Portal Manage Server, Security, Content and more! 16
Cognos BI Server Developer Report Studio Create wide range of reports for Enterprise use Not for distribution 17
Cognos BI Server Developer Workspace Advanced Newest Report Development tool for Enterprise reports Not for distribution 18
Cognos BI Server Power User Workspace Used by power user to perform data analysis Not for distribution 19
Cognos BI Server: Power User Query Studio Ad Hoc Reporting tool utilizing meta data packages Not for distribution 20
Cognos Framework Manager- Administrator Separate Windows Install Used by Admin to manage, modify meta data packages 21
Cognos Insight Power User tool to Analyze segments of Maximo data! 22
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
Cognos Dynamic Query Analyzer Visual analysis of Cognos meta data package performance - Highlights (red) potential issues 24
Cognos Product Entitlement By Release MORE in Maximo 7.6! Maximo 7.6, Cognos 10.2.1 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
Agenda 1. Overview 2. Entitlement and Tools 3. Architecture and Meta Data Publishing 4. Delivered Content BI Packs 5. Reference Materials and Questions 26
Maximo 76 Cognos Architecture Maximo 7.6 Cognos BI Server 10.2.1 Maximo Database 27
Maximo 76 Cognos Processes Maximo 7.6 Cognos BI Server 10.2.1 Meta Data Publishing (Integration Framework) Run Reports - Launch to Cognos Maximo Database 28
Maximo Cognos Meta Data Publishing Maximo Maximo Report Object Structures Maximo s Integration Framework Maximo Database Cognos BI Server 10.2.1 Cognos Meta Data Packages 29
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
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
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 10.2.1 Meta Data with Site/Set Restrictions 32
7.6 Maximo Cognos Restrictions Maximo Cognos Developing Cognos Meta Data Packages Running 33
Agenda 1. Overview 2. Entitlement and Tools 3. Architecture and Meta Data Publishing 4. Delivered Content BI Packs 5. Reference Materials and Questions 34
Maximo Cognos Content 35
Content Breakdown: Report and Workspace Types Reports 2 Types Reports (Standard) Workspace Reports Workspaces 2 Types Application Workspaces Trending Workspaces 36
Reports: Types 1. Reports (Standard) Parameter Page Report Output 2. Workspace Reports No parameter page Display as output on Workspace 37
Workspaces: Types Application Workspaces Trending Workspaces 38
Application Workspaces Tab enable quick access to data with varying filters 39 39
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 2014 40 40
Application Workspaces Initial content required 13 separate workspaces for each view NEW 76 content streamlined to 4 workspaces using tabs for views 41 41
Trending Workspaces Tab enable quick access to selected data with varying time periods 42 42
Detailed Review of Content Work Order Management Asset Failure Management Asset Management Inventory Management 43
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
Application Workspace: Work Order Management 45
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
Agenda 1. Overview 2. Entitlement and Tools 3. Architecture and Meta Data Publishing 4. Delivered Content BI Packs 5. Reference Materials and Questions 47
Questions 48
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 - 1728 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 - 1538 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, 2/26 12 12:50 pm 49
Maximo 76 Reference Materials Maximo Report Wiki http://ibm.co/13v4rzz Maximo 76 BI Recordings http:// ibm.co/1bz4nwl Maximo 76 BI Documentation http:// ibm.co/1ybtti2 Maximo 76 BiLogs http:// ibm.co/1c8ftj6 50
Backup 51
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
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
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
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
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
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
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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