End User Manual v2.2.5
Contents
1. ut ee los mus em 1 0 12 23 40 8k o hee mm 25 000 GE ed Segen ie 292 200 ET PM me mxo ne mp 20 008 iren nwa M E M m 00 2 DE 20 008 ete sin Annie da Laon om 13 ee 2 Mal c 200 N we Dey xe OV at T mee 20 008 M Meum egent ie me Ze eg and 0 Des nono sob woo ont Des reve ps 200 KE me Ze eg Meter Deeg as 111 208 Ze es a Genee moo ve mono axo mme Comments No comments yet Be the first Subscribe to Comments CoRePublisher 2 2 5 User Manual e Page 33 of 47 XDLOre Integration Software xploreplus com 3 3 3 7 SFTP Publications The sFTP plugin allows you to publish reports to an sFTP service gt Publications Wizard Step 3 of 3 ae Time burst Key Credentials Jar Lsemame xplus default Description default file Name Private key C UsersiCRP sshid rsa locale owner Password ILLL owner Namespace Host 192 168 2 35 x Report Folder Port 22 x Report Name Report Type Target Path path to folder Report View Folder aie Filename Report Name amp amp Report Type report SearchPath TM Klatz i repot View SearchPath SFTP lt lt Previous On the left part of th2. Begins with case inse Ends with case insen In case insensitive I In the Value column you add a literal with which the condition value will be compared You can use the values from the Cognos metadata variables by selecting the Value column and by doubleclicking the desired item value in the tree e g the actual name of the report You can add more than 1 rule to the list Deleting a rule can be done using the red x icon on the left of each line Multiple conditions are interpreted with an AND operator they all need to be True for the overall condition to be True Conditions asOf Time condition Operator Value T cont act fileName hee larala 3 3 3 Add New Publication wizard Step 3 or 4 This wizard step is part of the plugin of the target type you selected in the first step Depending on whether you chose to configure an e mail notification this is the 3 or the 4 step of the Publication Wizard Note As with the condition builder some parameter textboxes also support the use of VBScript Which textboxes need to contain VBScript expressions is listed for each target plugin Credentials Username Password Domain never use VBScript expressions Refer to chapter 3 3 5 for more info on how to use VBScript and how it is handled CoRePublisher 2 2 5 User Manual e Page 16 of 47 xplore Integration Software xploreplus com 3 3 3 1 Folder Share Publication The Folder Share plugin is used
3. DemoList Mew Upload Actions Settings View All Documents Modified O Modified By Meta Field A Meta Field B E Burst example Sales Overview 10 11 2011 9 58 PM VMXPLUSO meta A meta B With Burst Option 2000 j Dieter Edit Properties Manage Permissions Ed Edit Item Delete Item Manage Permissions Copies LA Check Out Asl version History 9 Workflows Alert Me view Name Burst example Sales Overview With Burst Option 2000 Title free text Meta Field A meta Meta Field B meta B Created at 10 11 2011 9 58 PM by VMXPLUSO7IDieter Last modified at 10 11 2011 9 58 PM VMXPLUSO7 Dieter CoRePublisher 2 2 5 User Manual e Page 23 of 47 xplore Integration Software xploreplus com For the mapping we can use Cognos metadata variables from the list or we can use hardcoded text Now the configuration would look like this Credentials Username administrator Password Domain SharePoint Site http vmxpluslU Document Library Mame DemaList Folder Path Sales Reports 2004 Sample Site http vmxplusl demo Load Sample Doc Lib Name Demolist Column name Value Mame Report Mame Title my title Meta Field burst Key Meta Field owner The Value column is parsed as VBScript allowing you to create VBScript expressions to add more fu
4. Report amp default Mame Metadata my metadata MultiChoice Cognos Folder Report Folder Content Type The Value column is parsed as VBScript allowing you to create VBScript expressions to add more functionality to the mapping This means that also here you will need to double quote strings as they will parsed The Value column can contain 3 possible values 1 the Value column contains a double quoted literal string or Cognos variable 2 the Value column contains 2 double quotes 3 the Value column contains nothing at all When 2 double quotes are added as in the example below the SharePoint Online metadata column will be explicitedly cleared When the Value column contains nothing at all this column will be ignored when the SharePoint Online metadata is mapped This can be usefull in case of for example a default value which needs to be used for the column E g Meta Field A will be ignored Meta Field B will be put to NULL Column name Value Name Repot Mame Title My Title Meta Field Meta Field B CoRePublisher 2 2 5 User Manual e Page 29 of 47 xplore Integration Software xploreplus com 3 3 3 5 Dropbox publication The Dropbox publication is used to publish reports to a Dropbox account Next parameters need to be Ae Dropbox A provided QU New Filedivider Wizard Step 3 of 3 Select the desired variables asOfTime Token Path C CoRePublisheriDropBox access token my account xm
5. 2 OR 12 3 3 3 ADD NEW PUBLICATION WIZARD STEP OR 4 16 3 3 4 FINISHED CREATING THE PUBLICATION CONFIGURATIONS 39 3 3 5 USING VBSCRIPT IN CONDITION AND PARAMETER TEXTBOXES 40 3 3 0 CONFIGURATION EXAMPLES EE 42 4 THE CRP225 MONITOR INTERFACE rennen nnn nnne 46 CoRePublisher 2 2 5 User Manual e Page 3 of 47 xplore Integration Software xploreplus com 1 Introduction IBM Cognos BI is a Business Intelligence software that provides a user friendly and uniformed interface for building and running reports or dashboards on top of a Data Warehouse Data Mart or Operational reporting database IBM Cognos runs on one or more servers SOA architecture and is accessed by the end user through a browser webinterface Reports can be executed in multiple formats such as HTML default PDF CSV XML XLS They are saved in the Cognos Connection portal Technically the reports are saved in the IBM Cognos Content Store SQL Server Oracle DB2 as BLOBs Binary Large Objects in tables But IBM Cognos also provides a way to save reports outside the Cognos Connection portal In other words a user can choose to save a Cognos report physically on the Cognos server or on a other share CoRePublisher is a 32 bit software tool that enables conditional file transfers In Short it monitors one or
6. 2 Add New Publication wizard Step 2 or 3 In the second step or third step in case of an e mail notification of the Add New Publication wizard you build up the condition based on which a Cognos report will be selected for further processing This condition is tested for every report found in the monitored Cognos output location s The window consists of a tree on the left and a list on the right The tree contains the Cognos metadata variables as provided by IBM Cognos when saving a report to disk The list is used to build the condition s CoRePublisher 2 2 5 User Manual e Page 12 of 47 xplore Integration Software xploreplus com 3 3 2 1 Cognos Metadata Variables The metadata that comes along with the report is stored in an XML file The structure of the XML file is represented mapped in the tree Fersion 1 0 encoding utf 6 Time lt outputDescriptor burst Key xmlns http developer cognos com schema OutputDescriptor 1 0 contact xmlns 50AP ENC http schemas xmlsoap org soap encoding default Description xmlns xs http www w3 o0rg 2001 XMLSchema default Name xmlns xasi http J www w3 org 2001 XMLSchema instance fileName gt locale zasOflIime 2011 07 17T17 04 03 901Z z asOfTime TE lt burstKey gt lt burstKey gt ownerNamespace lt contact gt lt Report Folder lt defaultDescription gt lt defaultDescription gt z Report Name lt defaultName gt 2011 07 17T17 04 04 6
7. Group Uri Active The Dropdown in the upper right corner allows you to select the CRP Common Home Directory for which you want to view create or edit the CRP publication configurations The dropdown list is populated using the CRP Common Home Directories as defined in the CRP_Config xml file in the CRP Configurator installation location CoRePublisher 2 2 5 User Manual e Page 6 of 47 xplore Integration Software xploreplus com A searchbox allows you to quickly find Monitor folders or Publications Searching begins as of the moment you start typing harePoint Standard Report Report Name Equals Sales Overvi iharePoint Prompt Report Countrv displav Equals a 3 2 The Monitor Tab The Monitor tab holds one or more IBM Cognos output locations You create a new item by clicking the Add a new item button The first 3 fields are grouping fields You can use the Main group Group and Sub group properties for ordering and classifying your IBM Cognos output locations CoRePublisher 2 2 5 User Manual e Page 7 of 47 xplore Integration Software xploreplus com For example Main group Finance Group Production Sub group General Ledger Reports The Uri field holds the IBM Cognos output location which will be monitored by CRP225 this location is configured within IBM Cognos Connection refer to the CRP225 Installation Manual Examples of valid URIs Uri D Program Files MBM Cognos CaA Deployment aL
8. Portal Demo Site Settings Liferay Portal Demo Edit e Markainiaca 9 Site Settings mai Liferay Portal D Demo Purchased A xploreplus Demo Description Basic Information My Account Categorization 7 Pages Site URL Site Template Liferay Portal Demo Y V ZEE ha Search Engine Optimization Site Settings Membership Type Sitemap Robots Site Pages Open sl amp Site Memberships 7 Active a staging Content u Pa Web Content Miscellaneous 21 and Media Custom Fields this parameter allows the use of VBS expressions e the Folder Id this is the ID of the folder in the Documents and Media library where the reports need to be published to the root folder ID is O this parameter allows the use of VBS expressions e the Filename this is the name of the file as it will be published to Liferay this parameter allows the use of VBS expressions e the Title this is the title of the file which is displayed when navigating to the file in the Documents and Media library El Cognos Reports 1 Delete P Uploaded by xploreplus Demo 9 15 13 PM mm WW REX RE Average 0 Votes This is the Sales Overview report description this parameter allows the use of VBS expressions CoRePublisher 2 2 5 User Manual e Page 37 of 47 xplore Integration Software xploreplus com e optionally Change Log this is a standard metadata field f
9. more Cognos output locations a folder or share on any Windows system or a Samba share on Unix systems checks whether the file meets one or more pre configured conditions and publishes it to a pre defined target location The out of the box target locations for dropping the files are a local folder network folder an FTP server a SharePoint document list Basically any target system which has an API can be addressed via a plugin refer to the Create your own plugin chapter in the CRP225 Installation and Set Up manual CoRePublisher 2 2 5 User Manual e Page 4 of 47 xplore Integration Software xploreplus com 2 High level diagram IBM Cognos 8 x 10 x BI Gateway App Server SA Schedule and save reports to physical location s on the server or share s Content Store Fileserver Content Management System Webserver d Documentum SharePoint CoRePublisher 2 2 5 User Manual e Page 5 of 47 xplore Integration Software xploreplus com 3 The CRP225 Configurator Interface 3 1 Interface Overview The CRP225 interface consists of a Windows based form gt CoRePublisher Config Great Outdoors Finance General Ledger C MBM Cognos Output Folder Gales The Monitor and Publication tabs each contain a list The lists can be managed using the 3 buttons in the right corner gt CoRePublisher Configu ator Se CEE Pept 10 Main Group Group Sub
10. 1 of 47 XDLOre Integration Software xploreplus com SharePoint lists allow users to add additional metadata columns In our example there are 2 extra metadata columns added to the DemoList Document Library Home Welcome VMXPLUS07 Dieter My Site MyLinks BR Demo Advanced Search Home Cognos Connect reg Document Center Mews Reports Search Site Actions Home gt Demo gt DemoList DemoList View All Site Content Documents Type Modified O Modified By de F Sales Reports 10 10 2011 9 45 PM VMXPLUSO7 Dieter Lists Calendar j CRP225 allows you to map Cognos metadata variables to these SharePoint metadata columns Therefore you need to provide the Sample Site and Sample Doc Lib Name parameters When clicking the load button the SharePoint metadata columns are loaded in the list 99 Publications Wizard Step 3 of Select the desired variables http vmxplusU d demo Sample Doc Lib Name DemoList Meta Field B _ 3555 NE CoRePublisher 2 2 5 User Manual e Page 22 of 47 XDLOTE Integration Software xploreplus com Required fields are suffixed with an asterix Column name Value Name Report Name Pme te Metadata burst Key When we take a look at the properties in View or Edit mode of a file in the DemoList Document Library we also find these columns Home gt Demo gt DemoList gt Sales Reports gt 2000
11. 552 lt defaultName gt tuk fileName 197 1310915044855 pdf lt fileName gt zlocale en usz locale Report View Folder lt owner gt Dieter lt owner gt be Report View Mame tSearchPath lt owne rNamespace gt Cognos lt ownerNamespace gt qu dis ZparameterValues report View SearchPath lt reportSearchPath gt content package name f apos Sales amp apos report Sales Overviewtapos lt reportSearchPath gt reportViewSearchPath xsi nil true outputDescriptor If the report does not provide any prompts the tree structure is flat 1 level only In case of prompts the selected prompt values will be available in the metadata file sublevels as in this example E parameter Values Eb p Country ip Counitry display ip Country use El p SalesDept SalesDept display Se p SalesDept use Note that both the parameter display value as the parameter use value are available For backwards compatibility reasons you can still use the parameter itself e g p Country or p SalesDept which will point to the parameter display value Additionally CRP225 generates some extra variables based on the elements as provided by Cognos Next table provides a description for each of the elements available in the XML metadata file Variable Description asOfTime Timestamp when the report was executed burstKey Contains the burstkey value for the report When a report i
12. EE en RERO share Type share name of host file server The name of the report will be the name running the report User Domain xploreplus xploreplus Admin will be used to publish the report to the target location Target Path c Users John Documents My The report will be published to a local Reports folder Users John Documents My esos Name x Uus Reports on the C drive The name of Type the report will be the name as in Cognos The extension will be the report type as chosen when running the report CoRePublisher 2 2 5 User Manual e Page 43 of 47 xplore Integration Software xploreplus com 3 3 6 3 FTP Examples Parameter Value reen ftp biwidgets com port 21 The name Filename Report Name Report of the report will be the name as in Type Cognos The extension will be the ee LT the report E The report will be published directory which has the same name as prompt parameter p Country which was selected when running the ened Tu a TED report The name of the report will be kaft the name as Cognos The extension will be the report type as chosen when running the report Explicit SSL a TUS Use SSL Checked CoRePublisher 2 2 5 User Manual e Page 44 of 47 xplore Integration Software 3 3 6 4 SharePoint Examples xploreplus com Parameter Value Resute SharePoint hetp vmxplus0 7 daemo Site Documen
13. Folders ny folder burstKey If the burstKey 2004 the result will be my folder 2004 CoRePublisher 2 2 5 User Manual e Page 41 of 47 xplore Integration Software xploreplus com 3 3 6 Configuration Examples 3 3 6 1 Condition Examples Operator value Condition Le John All reports of which John is the owner wil be published to the defined target Report Name Equals Sales Report AIT reports with the name Gales Report will be published to the defined target Also report views based on the Sales report will be published to that same target location Report Name Contains Sales All reports which contain the string Sales Report in the report name will be published to the defined target All report views based on a report which contains the string Sales will be published to that same target location Report Name Begins Sales All reports of which the name begins with with the string Sales AND for which the owner of the report is John will be published to the defined target All EE SES Jonn report views based on those reports will also be published to that same location Report Folder Equals content folde All reports within the folder Public name Demo Folders Demo CoRePublisher 2 2 5 CoRePublisher wil be published to the defined ER target All report views based on those reports in that folder will also be published to that same location AIT operators have a case sensitive
14. Uri file 0 Program 1BM Cognos C84 Deployment GL Uri File cognos server general ledger reports The Active flag should be set to Yes or No Active flag If set to Yes this output location will be actively monitored by the CRP225 server component If set to No the folder will be skipped and reports saved to that location will not be picked up You can define 1 or more output locations for monitoring Deptt Em Great Outdoors Finance General CAIBM Cognos Output Folder Gales CIIM VEN ou raie CEE Cognos Output Folde pe Important note 1 Cognos output folder can only be monitored once by the CoRePublisher service In case the CRP Monitor service would be monitoring the same Cognos output folder twice e g in case of multiple departments and hence multiple CRP homedirectories or in case of 2 similar monitor configurations errors might occur 2 publication threads accessing the same Cognos report CoRePublisher 2 2 5 User Manual e Page 8 of 47 xplore Integration Software xploreplus com For editing existing monitor output location items you can double click an item or select an item and click the pen icon Edit the selected item only one item per turn 1 Deleting items can be done using the delete button on your keyboard or using the delete button of the screen Delete the selected items 3 3 The Publication Tab The Publication tab ho
15. and a case insensitive option and are implemented as text comparators If we take for example the variable ownerNamespace that is defined in the Cognos description file as Cognos ownerNamespace Contains nos returns true ownerNamespace Contains noos returns false ownerNamespace Equals Cognos returns true ownerNamespace Equals Cognoos returns false ownerNamespace In CoCognosos returns true ownerNamespace In CoCognood returns false CoRePublisher 2 2 5 User Manual e Page 42 of 47 xplore Integration Software xploreplus com 3 3 6 2 Folder Share Examples Target Path c Users John Documents My Reports Report The report will be published to a local Name Report Type folder Users John Documents My Reports on the C drive The name of the report will be the name as in Cognos The extension will be the report type as chosen when running the report Parameter Vae nm Target Path file server share name my The report will be published to the eports folder my_reports on network share ne eost Maus EECHER share name of host file server The name of the report will be the name Type as in Cognos The extension will be the report type as chosen when running the report Target Path file server share name amp The report will be published to a burstKey folder with the same name as the Filename Report Name amp amp Report
16. ariables VMAPLUSOS SharePoint Site http vmxplus03 Document Library Name Cognos Sample Sample Site http vmeplus0G Sample Doc Lib Name Cognos Demo On the left part of the screen a tree lists all available Cognos metadata variables On the right a number of required and non required fields need to be filled in The first 3 parameters contain the credential information used to connect to the SharePoint Document Library if left blank the credentials of the NT account running the CRP application will be used to make the connection to SharePoint e optionally the Domain this is the network domain name or workgroup name of the NT account which will connect to the SharePoint Document Library e optionally the Username this is the NT account of the user connecting to SharePoint e optionally the Password this is the password of the NT account used to connect to SharePoint CoRePublisher 2 2 5 User Manual e Page 19 of 47 xplore Integration Software xploreplus com e the SharePoint Site this is the main part of the SharePoint URL REGE X LE gt A http vmxplust7 demo Eefault aspx D BOX Home x wm D Welcome VMXPLUSO7 Dieter My Site My Links 7 ff Demo GER LTB Advanced Search Document Center News Reports Search Sites Site Actions Home Cognos Connect View All Site Content Home Demo Documents me Announ
17. ary In case the Document Library Name contains spaces you will need to provide the actual Document Library Name with spaces CoRePublisher 2 2 5 User Manual e Page 20 of 47 xplore Integration Software xploreplus com e optionally the Folder Path can be provided This can be one or more subfolders They need to be separated with a slash delimiter If one or more of the provided subfolders hardcoded or via a variable do not yet exist the folders will be automatically created by CRP225 For example the above Document Library List can have next subfolders Ti 2 http vmxplusd7 demo DemoList Forms Allltems aspx RootFolder 2fdemo 2fDe Home 4 Demo Home Cognos Connect Semen Document Center News Reports Search Sites Home gt Demo gt DemoList gt Sales Reports gt 2004 This parameter uses VBScript expressions All of these parameters can be hardcoded or can also hold Cognos metadata variables as selected from the list on the left If we would want to publish a Cognos report to the above subfolder in the DemoList Document Library List our configuration would look like this oH Publications Wizard Step 3 of 3 Select the desired variables 1507 http vmplus0 7 demo Document Library Name DemoList Folder Path Sales Reports 2004 http vmxplus0 demo Sample Doc Lib Name DemoList Value Meta Field A CoRePublisher 2 2 5 User Manual e Page 2
18. cements Demo Document Library There are currently no active announcements To add new announcement dick Add new announcement below Lists Add new announcement In the above example demo is the site which is accessible through this URL http vmxplus07 demo In case the name of the Site contains spaces the URL as you would type it in your browser would look like this http vmxplus07 test9o20demo In CoRePublisher you will need to provide the Document Library URL with the actual spaces not by using its ASCII hexadecimal equivalent code http vmxplus07 test demo SharePoint Site http vmxplus07 demo Document Library Mame Demo Document Library This parameter uses VBScript expressions e The Document Library Name this is the name of the Document Library List as displayed on the SharePoint site This parameter uses VBScript expressions Home Welcome VMXPLUSO7 Dieter My Site MyLinks a 8 Demo al Sites LT Advanced Search Search Sites Document Center Mews Reports Site Actions Home Cognos Connect View All Site Content Documents Type Modified Modified Meta Field ContentType XLSMets MetaFieldB Drop Down ID Demo Document Library There are no items to show in this view of the Demo Document Library document library To create a new item dick Mew or In the above example Document Library Name is Demo Document Libr
19. d these columns jJnos Folder er Sales Overview With Burst rOlderr IE B Sales Reports Changed by you on 8 19 2013 10 57 AM Sales Overview With Burst Option PDF EV Only shared with you ES Es https xploreplus sharepoint comy sites test OPEN SHARE FOLLOW SA View Properties Edit Properties Check Out doclib Sales Overview With Burst Option PDF pdf VIEW Version History F a Alert Me La Shared With Manage Copies Edit Check Item Ps Delete Item Out amp Workflows Manage Actions Sales Overview With Burst Option PDF pdf Title 281 1311264488222 pdf Metadata test Multichoice Enter Choice 1 Cognos Folder Created at 8 19 2013 10 57 AM by Dieter Bauwens Last modified at 8 19 2013 10 57 AM by Dieter Bauwens Close CoRePublisher 2 2 5 User Manual e Page 28 of 47 xplore Integration Software xploreplus com For the mapping we can use Cognos metadata variables from the list we can use hardcoded text or a combination of both Now the configuration would look like this Credentials Usemame dieteri amp xploreplus onmicrosaft Com Password SharePoint Site https xploreplus sharepoint com sites test Document Library Name Folder Path myFalder Sample IT https xploreplus sharepoint com sites test Sample Doc Lib Column name Value Name Report Name Title
20. e 32 of 47 XDLOTE Integration Software xploreplus com Once the report is published in to the Liferay Portal Liferay portlet functionality can be applied to it at this point there is no link with IBM Cognos Connection anymore for example versioning checkout checkin approve provide comments 1 Documents and Media ES Sales Overview PDF Back ales Overview PD Version 1 0 amp Last Updated by Liferay Demo 2 18 13 12 23 PM 3 Status Approved Download 40 8k Get URL or WebDAV URL QUPloaded by Liferay Demo 2 18 13 12 23 pM x 25e Y Automatically Extracted Metadata WWW WWW WWW WWW WW WWW WWW WWW WWW 0 m m m m m m m m m m m m m m m m m gm m Last Modification 2011 07 17T17 04 04Z Creation Date EE Armee Cy et xe ue roden ex emm mmm MA e sadada x xo 100 008 Met 9 amien m rennen EE EE Fre Ger 6606464 oc 200 008 H Hi meu De meme mme mannaa 434 200 13400 v Version istory fre we nx 19 310 mm 414 200 150 008 vet BEN 1 13 1128022 DT 138 008 3480 vue 4 2 200 190 008 Versio Meere mmm mmm samo ET Date Size Status Gemeng wm 1 310 300023 EH M Meum Alp ie se wwe 435 506 fee wwe EH xo 184 00 ret d aso E EE GET 2 18 13 Dan nm a mm
21. e screen a tree lists all available Cognos metadata variables On the right next parameters need to be filled in e the Username is part of the sFTP credentials e the Password parameter can be used to perform an attended log on e or you can use an SSH Private key in order to perform an unattended log on to the service e the Host parameter contains the server name hosting the sFTP service e the Port parameter contains the sFTP port default is 22 e optionally the Target Path determines to which subfolder the file should be published if a subfolder does not exist it will be created leading slash if you want the path to start in the home directory of the user you logon with you do not need to start with a slash if you want to publish to another location than the user s home directory you need to start with a Slash indicating that you start from the root location e g User xplus User home dir Configured path File published to full path Configured path File published to full path CoRePublisher 2 2 5 User Manual e Page 34 of 47 xplore Integration Software xploreplus com e the Filename contains the name extension of the file e the Protocol dropdown holds the sFTP method or SCP method for publishing the file For the Private key Host Port Target Path and Filename parameters you can also use the Cognos metadata variables for dynamically publishing the reports to the target VBScript expressions are also app
22. en being saved to a physical location of the Cognos server A default metadata file is provided by CRP225 in case you need to make a basic Publication configuration Otherwise you need to select the one for the specific report you want to have processed You can type the location and name or use the Open button to search for the file an xml file For the Target parameter you need to select the type of target CRP225 will publish the report to Out of the box CRP225 provides 2 target plugins e Folder Share FTP Additionally custom plugins can be added such as SharePoint Dropbox Box net SharePoint List SFTP CoRePublisher 2 2 5 User Manual e Page 10 of 47 xplore Integration Software xploreplus com Database BLOB The Activate this publication checkbox allows you to enable disable a configuration Disabled configurations will not be taken into account by the CRP Monitor service The Compress the processed file checkbox allows you to zip a file before it is published If this option is checked the zip extension will be added to the filename on the target location E g publishing the compressed file My Cognos Report csv will zip the file and rename it to My Cognos Report csv zip The Send mail when files are processed checkbox will provide an additional step in the Publication wizard where you can configure a mail message which needs to be send every time the publicat
23. ent is accurate and complete some typographical errors or technical inaccuracies may exist xplore 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 either the product or the document will be documented in subsequent editions This software documentation contains proprietary information of xplore VoF rights are reserved Reverse engineering of this software is prohibited No part of this software documentation 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 xplore VoF CoRePublisher 2 2 5 User Manual e Page 2 of 47 xplore Integration Software xploreplus com Table of Contents 1 INTRODUCTION een en een MEER SR UD OE ADI uen 4 2 HIGH LEVEL DIAGRAM ME 5 3 THE CRP225 CONFIGURATOR INTERFACE eren nnne nee 6 Suk INTERFACE OVERVIEW sn DECR RR V RR RBRUM RP RR RR ERR 6 3 2 THE MONITOR E 7 3 3 THE PUBLICATION 9 3 3 1 ADD NEW PUBLICATION WIZARD STEP 1 10 3 3 2 ADD NEW PUBLICATION WIZARD STEP
24. et list cell Value column Sample Sample Site http 09 Sample Doc Lib Name Cognos A double click in the textbox will popup an expanded expression panel Load Report Validate result not validated Validate OK Cancel CoRePublisher 2 2 5 User Manual e Page 40 of 47 xplore Integration Software xploreplus com When being processed by the CRP Monitor the VBScript expression is parsed resulting in a string which will be used as a parameter in one of the publication options 3 3 5 1 How to build CRP VBScript expressions The expression is a one line combination of VBScript functions and or string literals String literals need to be double quoted Cognos parameters between do not need to be double quoted Concatenation of strings in VBScript is done using the ampersand amp character If you need to provide a number such as a service port number you are not obliged to double quote it it will work both ways Some examples Report Name amp amp Report Type The reportname and type are concatenated using a dot in between When Report my Cognos report and Report Type PDF the result will be my Cognos report PDE my document library A string literal will be parsed straightforward to my document library Left reportSearchPath 14 If the reportSearchPath Public Folders gt My Reports it will be parsed as Public
25. for publishing an IBM Cognos report to another folder on the Cognos server or a network folder network share on another server or workstation SP Publications Wizard Step 3 of ER Select the desired variables ownerNamespace Report Folder Report Name Report eport View Folder Report View Name repart SearchPath report View SearchPath sema JL ee The Target Path parameter includes the full path where the file needs to be copied to If one or more of the provided subfolders hardcoded or via a variable do not yet exist the folders will be automatically created by CRP225 The Cognos metadata variables can also be used to dynamically build the target location Target Path VE wm reports amp burstKey The target location must be accessible by the system account running the CRP225 monitoring service or you can choose to mark the Use custom credentials checkbox In this case the copying process will be executed using these credentials Note the account running the CoRePublisher service should have the Act as part of the operating system privilege in order to be able to do the impersonation The Filename parameter should contain the desired name extension of the file to be published Also here the Cognos metadata variables can be used VBScript expresssions are applicable for the Target Path and Filename parameters CoRePublisher 2 2 5 User Manual e Page 17 of 47 xpl
26. formation Details Screen Name Required Password izations Sites z gj Change 3 Email Address Required User Groups info xploreplus com Roles dm User ID Ee ategorization First Name Required 10382 e the Password this is the Liferay password for the Liferay user CoRePublisher 2 2 5 User Manual e Page 31 of 47 Integration Software xploreplus com e the URI this is the Documents and Media Access from Desktop Files and folders can be managed direct from the file explorer of your desktop operating system Before accessing from Windows please ensure vou have installed the patch from Microsoft Read more WebDAV URL http vmxplus13 8080 api secure vwebdav quest document library this parameter allows VBScript to be used in order to parameterize the URI using Cognos metadata or custom metadata e the WebDAV folder the target folder in the Documents and Media portlet where the report will be stored folders which do not exist yet will be created automatically this parameter allows VBScript to be used in order to parameterize the folder using Cognos metadata or custom metadata a leading slash must at all times be provided e the Target Filename this is the name of the report as it will be known in the Liferay system this parameter allows VBScript to be used in order to parameterize the folder using Cognos metadata or custom metadata CoRePublisher 2 2 5 User Manual e Pag
27. https ploreplus sharepoint com sites test owner ownerNamespace Report Folder Report z Report Type Sample d Report View Folder Sample Site https xploreplus sharepoint Report View Name report SearchPath Sample Doc Lib Name report View SearchPath Credentials Password Document Library doclib Folder Path myFolder Column name Value Name Report Mame Title Report Folder Metadata my metadata MultiChoice Content Type Le ee On the left part of the screen a tree lists all available Cognos metadata variables On the right next 3 parameters need to be provided e the username and password credentials these parameters are used to logon to the MS SharePoint online system these are typically your Microsoft 365 logon credentials these might also be you corporate network credentials depending on you MS 365 setup for authentication the logon credentials are obligatory parameters the SharePoint Site this is the URL of your SharePoint Online site contact your SharePoint Online administrator in order to obtain the correct URL this parameter allows for VBS expressions in case the name of the Site contains spaces the URL as you would type it in your browser would look like this https xploreplus sharepoint com sites cognos 20demo in CoRePublisher you will need to provide the Document Library URL with the actual s
28. i burstKey 2 contact default Description defaultName fileName z locale owner ownerNamespace i Report Folder DropBox Folder myfalder Report Folder Target Filename example report Report Type sema Il zen On the left part of the screen a tree lists all available Cognos metadata variables On the right next 3 parameters need to be provided e the Token Path this is the path filename of the Dropbox token generated by your administrator and stored ideally in the common home directory Every application which want to get access to a Dropbox needs to be registered at Dropbox and needs to be verified from the Dropbox team The token is valid for 10 years as of the moment it has been generated and is used when connecting to a Dropbox so no login credentials need to be provided You can select it by using the Open button on the right e the Dropbox Folder this is the target Dropbox folder where the report will be stored If one or more directories do not exist they will be automatically created before the report is uploaded The CorePublisher Dropbox DLL has full read write access to any file inside the user s Dropbox Please note that a leading slash should be added at all times e the Target Filename this is the name of the file as it will be stored in the Dropbox For these three parameters you can also use the Cognos metadata variables for dynamically publishing the reports to the target No
29. ion is executed 490 Publications Wizard Step 2 of 4 gsOf Time To test amp mycompany com burstKey contact default Description Dear default Name fileName The Cognos Report reportSearchPath has been published to SharePoint locale Report Report Name has been published to SharePoint Best regards The CoRePublisher Team oawnerNamespace Report Folder z Report Name Repot Type Report View Folder Report View report SearchPath report View Search Path The Use include vbs for extended VBScript functionality in common homedirectory option allows you to use custom VBScript functionality by means of functions or procedures which you can include in a default include vbs file and adds it to your publication At this point you will be able to call your custom built functions or procedures into CoRePublisher VBScript expressions The inlude vbs file is stored in the root of the common home directory in other words it is linked to the department or user group You can store 1 include vbs file per common home directory Note Option Explicit is on when CRP evaluates VBScript expressions forcing the explicit declaration of all variables using the Dim Private Public or ReDim statements in the functions or procedures you add to the include vbs file CoRePublisher 2 2 5 User Manual e Page 11 of 47 xplore Integration Software xploreplus com 3 3
30. lds the report configurations which report based on which condition needs to be published to which target location Montor Fubication 2 Deptt p 1360879651 SharePoint SharePoint Standard Report Report Equals Sales Overvi luese Set Sreo Pront Root P Core iy Ete Ban Inserting deleting and updating list items is done using the buttons in the right upper corner Adding a new item opens the Add New Publication wizard This wizard contains 3 steps The first 2 steps are identical for all types of target location configurations CoRePublisher 2 2 5 User Manual e Page 9 of 47 xplore Integration Software xploreplus com 3 3 1 Add New Publication wizard Step 1 In the first step of the wizard next parameters need to be set EN General Publication Name Great Outdoors Employee Expenses HR corporate SharePoint Site Open Cognos Metadata File C Program Files x85 xplore CoRePublisher Monitor CRPCommonbDir dep 1 default_desc xml Target SharePoint M Activate this publication Compress the processed files Send mail when files are processed Use include vbs for extended VBScript functionality in common homedirectory The first attribute allows you to provide a name to the publication This is to easily find your publications back afterwards Next you need to provide the location and name of the IBM Cognos metadata file which comes along with the report wh
31. licable to these parameters Note when choosing the SCP protocol publications to subdirectories are not Supported yet only the homedirectory of the user is accessible CoRePublisher 2 2 5 User Manual e Page 35 of 47 xplore Integration Software xploreplus com 3 3 3 8 Liferay Web Service Publications The Liferay connector allows you to publish IBM Cognos reports to Liferay Portal using the Liferay web service Next parameters are available for configuration in CoRePublisher Publications Wizard Step 3 of 3 eee ileName cal Liferay Site l hitp localhost 8080 Filename Report Mame amp amp Report Type Be ii Title Report Name be semi m res On the left part of the screen a tree lists all available Cognos metadata variables On the right next parameters need to be filled in e the Username and password credentials these are typically your Liferay Portal logon credentials e the Liferay Site this is the root URL of the Liferay Instance after a default installation this could be http yourhost 8080 this parameter allows the use of VBS expressions CoRePublisher 2 2 5 User Manual e Page 36 of 47 xplore Integration Software xploreplus com e the Group Id this is the ID of the Liferay Site after a default installation the first Site s ID is 19 Back to My Public Pages Goto Y xploreplus Demo sign Control Panel Liferay
32. nctionality to the mapping This means that also here you will need to double quote strings as they will parsed The Value column can contain 3 possible values 1 the Value column contains a double quoted literal string or Cognos variable 2 the Value column contains 2 double quotes 3 the Value column contains nothing at all When 2 double quotes are added as in the example below the SharePoint metadata column will be explicitedly cleared When the Value column contains nothing at all this column will be ignored when the SharePoint metadata is mapped This can be usefull in case of for example a default value which needs to be used for the column E g Meta Field A will be ignored Meta Field B will be put to NULL Column name Value Name Report Mame Title My Title Meta Field Meta Field B CoRePublisher 2 2 5 User Manual e Page 24 of 47 xplore Integration Software xploreplus com 3 3 3 4 SharePoint Online publication Using this target connector you can publish your IBM Cognos Reports to Microsoft s SharePoint Online collaboration system which is part of the Microsoft 365 cloud system This connector supports Microsoft SharePoint Online version 2013 or higher Next parameters need to be provided gt Publications Wizard Step 3 of 3 0 Time burstKey 2 contact Usemame dieter ploreplus onmicrosoft Com z defaut Description default file Name locale SharePoint Site
33. or a file in a Documents and Media library this parameter allows the use of VBS expressions e optionally Description this is a standard metadata field for a file in a Documents and Media library this parameter allows the use of VBS expressions e optionally the Publication and Expiration Date these are 2 standard fields which can be mapped with a date value format yyyy mm dd Liferay can use these fields to make a file available as of that time or to make it unavailable without deleting the file this parameter allows the use of VBS expressions e optionally custom fields these are custom metadata fields which an administrator can add to a Documents and Media library and which can be mapped using IBM Cognos metadata these fields are known in Liferay as Portal Custom Fields the field mapping needs to be added manually due to current Liferay Portal limitations in the web service API the name of the field must match the names as configured in Liferay in the Documents and Media library also the data type must be selected manually in order to complete the mapping the dropdown lists all available field datatypes as known in Liferay CoRePublisher 2 2 5 User Manual e Page 38 of 47 xplore Integration Software xploreplus com 3 3 4 Finished Creating The Publication Configurations The created Publication configurations are now listed in the Publication tab CoRePublisher Configurator e Monitor Publication bicai X
34. ore Integration Software xploreplus com 3 3 3 2 FTP Publication The FTP plugin is used for publishing an IBM Cognos report to an FTP server Host vMXPLUSOS folder amp a Cognos parameter Filename Report Mame A amp Report Type Use SSL Explicit Encryption On the left part of the screen a tree lists all available Cognos metadata variables On the right next parameters need to be filled in e the Host contains the FTP host name e the Port parameter contains the FTP port default is 21 e optionally the Folder Path determines to which subfolder the file should be published if a subfolder does not exist it will be created e the Filename contains the name extension of the file e optionally the SSL checkbox can be used in order to enable explicit encryption over SSL in case you want the FTP publication to be secured e Username and Password are used to log on to the FTP server For the Host Port Folder Path and Filename parameters you can also use the Cognos metadata variables for dynamically publishing the reports to the target VBScript expressions are also applicable to these parameters CoRePublisher 2 2 5 User Manual e Page 18 of 47 xplore Integration Software xploreplus com 3 3 3 3 SharePoint Publication The SharePoint plugin is used for publishing an IBM Cognos report to a Microsoft SharePoint Document Library List SF Publications Wizard Step 3 of 3 Select the desired v
35. paces not by using its ASCII hexadecimal equivalent code https xploreplus sharepoint com sites cognos demo CoRePublisher 2 2 5 User Manual e Page 25 of 47 xplore Integration Software xploreplus com e the Document Library name this is the name of the Document Library as displayed in the browser amp hitps xploreplus sharepoint com sites test doclib Forms Allltems aspx Cl BROWSE FILES LIBRARY Libraries new document or drag files here doclib All Documents Find a file D Lists v Name Modified Calendar En folderi s August 19 Discussions frar Sales Overview With Burst Option PDF ee August 19 Team Discussion in the example above the name is doclib this parameter allows for VBS expressions in case the Document Library Name contains spaces you will need to provide the actual Document Library Name with spaces optionally the Folder Path can be provided this can be one or more subfolders they need to be separated with a slash delimiter if one or more of the provided subfolders hardcoded or via a variable do not yet exist the folders will be automatically created by CRP225 For example the above Document Library List can have next subfolders a Office 365 BROWSE FILES LIBRARY A Sales Reports 2013 Q3 Libraries daclib Lists Mame Modified Modified By Metadata Multichoice 1 1 this parameter uses VBScript e
36. rue AND in order to accept the report for further processing to a target condition Operator Value A condition consists of 3 columns which need to be filled in The Condition column will hold one or more variables from the Cognos metadata file CoRePublisher 2 2 5 User Manual e Page 14 of 47 xplore Integration Software xploreplus com Variables from the Cognos metadata file can be added by first selecting the column and by doubleclicking a variable in the tree Cognos metadata variables are encapsulated between square brackets You can also manually type the variables just keep in mind that the variable names are case sensitive Additionally you can use VBScript code to build up the Condition column When you double click the variable column the field is expanded Below is a button to validate the expression Click the OK button to close the expanded view and to return to the list 25 Publications Wizard Step 2 of 3 Publications Wizard m Mid Report Name 1 5 net re va Refer to chapter 3 3 5 for more info on how to use VBScript and how it is handled CoRePublisher 2 2 5 User Manual e Page 15 of 47 xplore Integration Software xploreplus com In the second column you can choose the operator Operator Operator E Equals Begins with F Equals case insensiti Contains case insens a4 Equals case insensiti Contains case insens Begins with case inse 7
37. s being bursted n reports are being generated CoRePublisher 2 2 5 User Manual e Page 13 of 47 XDLOre Integration Software xploreplus com filename Name of the file as generated by Cognos when writing the file to the disk Locale Language locale used at runtime of the report owner Report or ReportView owner ownerNamespace Namespace in which the owner is known Report Folder Is parsed by CRP225 out of the reportSearchPath variable this is the folder in Cognos Connection xPath query format where the report is located Report Name Is parsed by CRP225 out of the reportSearchPath variable this is the name of the report as it is known in Cognos Connection Report Type Is parsed by CRP225 out of the fileName variable this is the extension of the report file pdf csv html xml xls mht xlsx Report View Folder Is parsed by CRP225 this is the folder in Cognos Connection xPath query format where the reportview is located Report View Name Is parsed by CRP225 this is the name of the reportview in Cognos Connection reportSearchPath This is the report s Cognos Connection location name xPath query format reportViewSearchPath This is the reportview s Cognos Connection location name xPath query format 3 3 2 2 Condition Builder The list allows you to add one or more conditions In case more than 1 condition is added the operator is AND In other words condition 1 must be True AND condition 2 must be T
38. t DemoList Library Name SharePoint http vmxplus07 demo Site Document DemoList Library Name Folder Path Sales Reports burstKey Report Name burstkey CoRePublisher 2 2 5 to List The rerport will be SharePoint Document DemoList with URL http vmxplus0 demo DemoList in the top level folder root of the list The report name will be the name of the report in Cognos the extension will be the extension of the report output type as selected when running the report The title will be set to the literal My Title and the SharePoint metadata column Column will be set to the Cognos metadata variable owner which is the name of the owner of the report in Cognos published Library The same result as above applies to this configuration except for 1 the target folder which in this case will be the folder having the same name as the report s burstKey as a subfolder of the Sales Reports folder and 2 the report name which will be the concatenation of the report name in Cognos Connection and a dash and the report s burstKey value User Manual e Page 45 of 47 XDLOre Integration Software xploreplus com 4 The CRP225 Monitor Interface This component ideally runs on the IBM Cognos server or another application server The CRP Monitor component is a Windows Service application When started it will continuously run and poll the configured IBM Cognos outp
39. te When the same report is published twice without any changes being made to the file the first report will not be overwritten in that case you will not detect a new Modified date CoRePublisher 2 2 5 User Manual e Page 30 of 47 XDLOre Integration Software xploreplus com 3 3 3 6 WebDAV Publication Publishing IBM Cognos reports to a service supporting the WebDAV protocol is possible using the WebDAV connector Next parameters need to be provided Example given WebDAV for Liferay Portal other WebDAV supporting systems are also possible Publications Wizard Step 3 of 3 B x default Description default Name fileName m locale URI WebDAV Folder z owner Namespace Report Folder Target Filename Repot Mame amp amp Report Type Report Name z Report Type Report View Folder P Report View Name On the left part of the screen a tree lists all available Cognos metadata variables On the right next parameters need to be provided e the Username this is the Liferay screen name LIFERAY Manage My Account sm Control Panel Liferay Demo My Account Edit My Account 7 Pages My Account organizes all of your information in one easy to use location Users can edit their profile and view site memberships and the organizations and user groups to which they belong Liferay Demo Details Liferay Demo Title User In
40. ut locations vaux Services lokaal CoRePublisher Monitor Naam Beschrijving pstarttype 3 CoRePublisher Monitor Automatisch 3 Credential Manager Deze service Handmatig Local Sy Credential Vault Host Co Host Control Automatisch Local s d oi Credential Vault Host St Host Storage Automatisch Local Sy 1 oi Cryptographic Services Hiermee wor Automatisc Network ZE DCOM Server Process La Met de Automatisc Local LE Dell System Manager Ser A support se Automatisc Local Sy LE Desktop Window Manag Hiermee wor Automatisc Local Sy De service starten LE DHCP client Hiermee wor Automatisc Local Se LE Diagnostic Policy Service Met de Diag Automatisc Local Se ny LT CT F AE L EST wamre See LES L EST IL l ES FL Tir EC wm a Uitgebreid A Standaard There is no GUI provided for this component For an extensive functional description of the CRP Monitor activities refer to the CRP225 Installation Manual CoRePublisher 2 2 5 User Manual e Page 46 of 47 xplore Integration Software xploreplus com xplore VoF e Overhemstraat 25 e Meldert 3320 Belgium e Europe 32 0 16 81 84 47 32 0 479 52 76 80 www xploreplus com e info xploreplus com CoRePublisher 2 2 5 User Manual e Page 47 of 47
41. x Dept d Great Outdoors Finance General Ledger CBM Cognos Output Folder Gales Gea oaos When the 225 monitor is running on the server it will validate all incoming reports against these three publications One report can be published to multiple target locations When creating new configurations it is not required to restart the CRP225 monitoring service if it would be running Changes in the configuration are captured at run time CoRePublisher 2 2 5 User Manual e Page 39 of 47 xplore Integration Software xploreplus com 3 3 5 Using VBScript in condition and parameter textboxes The Condition builder and some parameter textboxes used in the different target publications support the use of VBScript By double clicking the textbox or list cell an expanded expression builder panel appears You can use this panel to build up a VBScript expression which is parsed by the Monitor component This option allows you to put more logic and functionality into your publications cA Publications Wizard Step 3 of 3 A double click in the textbox will popup an expanded I expression panel Host ftp biwidgets com Port Folder path IBM Cognos Reports Filename Report Name amp 4 Report Type Use SSL Explicit Encryption Select the desired variables Report View Fol _ Validate result not validated Validate OK Cancel ie Renart View Mame SharePoint Targ
42. xplore Integration Software xploreplus com CoRePublisher 2 2 5 User Manual xplore VoFe Overhemstraat 25 e 3320 Meldert e Belgium Europe Phone 32 479 52 76 80 e http xploreplus com info xploreplus com IBAN BE47 7512 0487 7780 e BIC AXABBE22 e VAT BE 0827 695 159 CoRePublisher 2 2 5 User Manual e Page 1 of 47 xplore Integration Software xploreplus com Preface Welcome to the CoRePublisher 2 2 5 CRP225 or CRP user manual This document acquaints you with the CoRePublisher 2 2 5 interfaces You will find the following information in this document a description of the Configuration interface how to set up configurations configuration examples how to use the server component For installation and setup steps please refer to the CoRePublisher 2 2 5 Installation Manual Product Information This document applies to CoRePublisher version 2 2 5 and may also apply to Subsequent releases To check for newer versions of this document visit the xplore web site http xploreplus com Copyright Licensed Materials Property of xplore Copyright C 2013 xplore VoF IBM IBM Cognos and the IBM logo are trademarks of IBM Corporation in the United States other countries or both Microsoft Windows Windows NT and the Windows logo are trademarks of Microsoft Corporation in the United States other countries or both While every attempt has been made to ensure that the information in this docum
43. xpressions CoRePublisher 2 2 5 User Manual e Page 26 of 47 xplore Integration Software xploreplus com The same as for the regular SharePoint connector all of these parameters can be hardcoded or can also hold Cognos metadata variables as selected from the list on the left SharePoint Online lists also allow users to add additional metadata columns In the example below there are 2 extra metadata columns added to the doclib Document Library a Office 365 BROWSE HLES LIBRARY Home Sales Reports 2013 Q3 Libraries new document or drag files here doclib All Documents Lists vl Modified Modified Ey Metadata Cognos Folder Calendar There are no files in the view All Documents Discussions T zs vn Ken Lo Zeit e dest Z ES CRP225 allows you to map Cognos metadata variables to these SharePoint Online metadata columns Therefore you need to provide the Sample Site and Sample Doc Lib Name parameters When clicking the load button the SharePoint Online metadata columns are loaded in the list Sample Sample Site https xploreplus sharepoint com sites test Sample Doc Lib Name doclibh Cognos Folder Content Type CoRePublisher 2 2 5 User Manual e Page 27 of 47 xplore Integration Software xploreplus com Required fields are suffixed with an asterix When we take a look at the properties in View or Edit mode of a file in the DemoList Document Library we also fin
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