Enterprise Planning Process Management using …public.dhe.ibm.com/software/dw/dm/cognos/financial...Enterprise Planning Process Management using Event Studio 9 You can also test the

Proven Practice

Enterprise Planning Process Management using Event Studio Product(s): IBM Cognos 8 Planning, Framework

Manager, Event Studio

Area of Interest: Financial Management Process

Enterprise Planning Process Management using Event Studio 2

IBM Cognos Proprietary Information

Copyright Copyright © 2008 Cognos ULC (formerly Cognos Incorporated). Cognos ULC is an IBM Company. While every attempt has been made to ensure that the information in this document is accurate and complete, some typographical errors or technical inaccuracies may exist. Cognos does not accept responsibility for any kind of loss resulting from the use of information contained in this document. This document shows the publication date. The information contained in this document is subject to change without notice. Any improvements or changes to the information contained in this document will be documented in subsequent editions. This document contains proprietary information of Cognos. All rights are reserved. No part of this document may be copied, photocopied, reproduced, stored in a retrieval system, transmitted in any form or by any means, or translated into another language without the prior written consent of Cognos. Cognos and the Cognos logo are trademarks of Cognos ULC (formerly Cognos Incorporated) in the United States and/or other countries. IBM and the IBM logo are trademarks of International Business Machines Corporation in the United States, or other countries, or both. All other names are trademarks or registered trademarks of their respective companies. Information about Cognos products can be found at www.cognos.com This document is maintained by the Best Practices, Product and Technology team. You can send comments, suggestions, and additions to [email protected].

mailto:[email protected]



Contents 1 INTRODUCTION............................................................................................ 4 1.1 PURPOSE ..............................................................................................................4 1.2 APPLICABILITY .......................................................................................................4 2 CREATING THE FRAMEWORK MANAGER MODEL ......................................... 4 3 USING EVENT STUDIO TO MONITOR CHANGES ......................................... 16 4 SCHEDULING THE EVENT............................................................................ 20 5 TESTING THE SETUP ................................................................................... 23 APPENDIX A............................................................................................................ 27



1 Introduction

1.1 Purpose This document discusses techniques to automate IBM Cognos 8 Planning using Event Studio and Contributor Macros. You will trigger Contributor macros based off of data changes in the IBM Cognos 8 Planning Contributor web grid, and have Contributor Macros execute based off these changes.

1.2 Applicability Framework Manager and Event Studio must be installed and configured. These steps only work with IBM Cognos 8 Planning Contributor 8.2 and greater. These steps assume IBM Cognos 8 Planning is installed and a model has been created within your database. It also assumes any required Contributor Macros are previously created. During this example you use an incremental publish macro.

2 Creating the Framework Manager Model

Create the Framework Manager model and point at the Nodestate table in the Contributor Application database. From the Start menu click Program Files > IBM Cognos 8 > Framework Manager. Click Create a New Project and provide a name and location.


Select your language and click OK.

Select Data Sources and click Next.



Click New to add a datasource to the Contributor Application database.



Enter a name for your datasource and click Next. In this example, the database is named AutomatingEPusingEV.



From the Type list select your datasource type and click Next.

Enter the database name where your Contributor application resides and scroll down to enter the signon credentials.



You can also test the connection information at this area. Once you have tested successful click Finish. The connection to the EP Datastore is now defined.

Select the new datasource and click Next.



Expand the Contributor Application until you see the Nodestate Table.

Expand the Nodestate table and select StateID and Datadatetime. Click Next, and import leaving the default options applied. Click Finish once the process completes.



Next, you create a package to publish to IBM Cognos 8. Right-click Packages and select Create > Package .

Enter a name for the package and click Next. In this example, the package is named EP_EV automation.



Leave the defaults selected and click Finish.

You are prompted to open the Publish Package Wizard. Click Yes and accept the default location. If required, the location can be changed.



For this document, package security is not applied. You can set package security at a later date.



Click Publish.



Click Finish. You have successfully created and published the Framework Manager package required for this integration.



Save the changes to the Framwork Manager model and close Framework Manager.

3 Using Event Studio to monitor changes

You now need to create an event that monitors for changes in the Contributor e.list structure. Submission of new data and changes in the node state are monitored. From the IBM Cognos 8 portal, launch Event Studio and select the package created earlier. Add an event condition using stateid > 0. This tells Event Studio that if the node state is great than 0 or not started than the event can be met.



Click Add a Task > Advanced > Run a planning macro task and select the Contributor macro.

Select the macro by navigating the folder structure beneath Planning > Macros and using the radio button select the macro you wish to execute.



Now you must manage the Task execution rules. Click Manage the task execution rules.

Within Set the task execution rules click the Event Key tab. If DataDateTime and STATEID are both present, select DataDateTime and click Remove so that only STATEID is present.



Click the Event Selection tab. Leave the default boxes selected, and from the drop down list select Values of selected items change. In the insertable objects pain select DATADATETIME and use the green arrow to move it to the Event Key box. Click OK.



Save the event to a location you wish to store and secure it.

4 Scheduling the Event

Open the location where you have saved the event in the IBM Cognos 8 portal, and click the Schedule icon.



The event is scheduled to monitor changes every five minutes. Once the schedule is defined click OK.





Click More > View Run History to monitor the task execution.

5 Testing the setup

To test if your setup is working, open the IBM Cognos 8 Contributor web grid and submit data on any e.list item.



Once you click Save a change will be noted in the DATADATETIME column in the nodestate table and our event should be met causing the execution of the incremental publish macro.



To determine if the macro has executed you can monitor its progress from the Contributor Admin Console within the Monitoring Console.



You can also monitor the status within IBM Cognos Administration by viewing Activities Status be it Current, Past or Upcoming.



Appendix A

Using this technique does not limit the capabilities of Event Studio to simply running Planning macros. If a report based off the Published Contributor data needs to be executed and updated to reflect the latest published data it can be added as a second task. You may also choose to have this report emailed to a recipient(s). Any security that has been applied will be reflected in the delivered report. This task will not execute until the initial task is completed therefore ensuring the publish job has successfully completed before providing any information. In the example below, the report is saved and emailed as a PDF file.




Consult the Event Studio Documentation to discover additional features and functionality you may wish to use.

Documents

Enterprise Planning Process Management using …public.dhe.ibm.com/software/dw/dm/cognos/financial...Enterprise Planning Process Management using Event Studio 9 You can also test the