Purpose:

The purpose of this document is to provide step-by-step instructions on how to

install and configure version 10.2.1 of IBM Cognos BI in Local Host. While this
document specifically references version 10.2.1, it is also intended to be used as a
general reference document that can be used to upgrade to future versions of
Cognos. If performing upgrades or installations in the future, it is important to take
into consideration any changes to the installation tools provided by IBM, as these
factors can affect the installation process.
A full listing of IBM Cognos BI version 10.2.1 documentation (in PDF format) can be
found on IBMs web site, at: http://www-01.ibm.com/support/docview.wss?
uid=swg27021353#v10r1m1en
Additionally, documentation is accessible from within the IBM Cognos BI application
Help menu, in both HTML and PDF formats.

End User Access:

End users will access the BI reporting environment through an internet browser from
their local machine via URL http://localhost/ibmcognos.There is no need to install
any software on end users workstations.

Pre-installation requirements
Prior to beginning any installation of IBM Cognos BI, you should check to be sure
that all of the components in your system configuration supported. For Cognos 10,
a complete listing of supported environments can be found on IBMs web site, at the
following URL:
http://www-01.ibm.com/support/docview.wss?uid=swg27014782
In addition to ensuring your installation meets the supported environment
configuration, you should consider the minimum hardware requirements for your
application server.

a. Disk Space Requirements

Disk Space: 2.5 GB 6.5 GB for the drive where the Cognos software is installed and
4 GB for the drive where the temp files will be stored. As time goes on, with either
DB size increase, additional users or query complexity, temp space usage will
increase. Be sure to plan for future requirements.

b. Memory Requirements
RAM: Minimum of 2 GB dedicated. This does not include the recommended RAM
allocation for your Operating System.

IBM Cognos BI Application Installation and Configuration

The following steps outline the process of installation and configuration of Cognos
10.2.1 application components in the local host environment, as they were carried
out on the local machine.
1. Ensure the correct components of IIS are installed.
a. Navigate to Control Panel > Program and Feature > Turn Windows
Features ON or OFF. Navigate to Internet Information Services and make
sure the below IIS services are checked:

In Windows 7, you might have Windows Authentication under Security, please check
it as well.

2. Install Microsoft SQL Server 2008 R2

a. Download and run the setup of sql_server-2008_r2
i.
Select the following to be installed

b. Create a blank database for the Cognos Content Store

i.
Open SQL Server Management Studio

ii.

Select Server Type Database Engine and Server Name:

(local)\SQLEXPRESS and Authentication : Windows Authentication

iii.
iv.

Right-Click Databases and Select New Database

Name it CM or whatever (it will need to be same in Cognos
Connection later), then click OK.

v.

Exit out of SQL Server Management Studio.

3. Install IBM Cognos

a. Run the ISSETUP file from the IBM Cognos Business Intelligence 64 Bit
Server software directory and accept the defaults through the install
wizard.

Path: Jell\Software\IBM Cognos 10\10.2.1\BI Server\winx64h

Navigate to the above directory where we have your Cognos installation files.
Under the folder win64h, launch a file called ISSETUP.exe. This will bring up the
installation Wizard. The screen shots below illustrate the steps to complete the
installation using the Wizard.
** You might need to disable Antivirus software and Firewall program while
Installation is in progress.

1. Traverse the Setup file Folder Path from the Installation Server

2. This will begin the Installation process on the server:

3. Select language (Default is English) and click Next >

4. Select the radio button for I Agree on the license agreement screen, and click
Next >

5. Select your desired installation path (D:\ibm\cognos\c10), most preferably

other than c:\and click Next >. If the installation path does not exist, you will be
prompted to have it created during installation. click Yes.

6. Then Notification for Confirmation of Installation Path will appear. Click Yes and
proceed.

7. Select the components you wish to install. Select Application Tier

Components, Gateway and Content Manager, and click Next >

Do change the screenshot during your installation selecting

Gateway as well

8. Confirm the Shortcut Folder name, and click Next >

9. Review Installation Summary and click Next >

Wait for the installation to complete. This might take several minutes.

10.

You can View the Installation Progress similar as one below

You will see a message stating that 422 Components were installed.

11.

Then an Informational message will appear. Press OK.

12.
At the Finish screen, you can choose to Start IBM Configuration, or you can
click Finish and start the Configuration console manually.

b. Check the Start IBM Cognos Configuration at the end of the installation
then Fiinish.

4. Configure IBM Cognos Content Store to map to the SQL Server DB you
created earlier.
a. Delete Default Content Store. From within IBM Cognos Configuration RightClick Content Store and delete database.

b. Add a New Content store database. Right-Click Content Manager >

New Resource >

c. Name: CM or same name you created in SQL Server and Type: SQL
Server Windows Authentication)

d. Type CM again in the value field of Database Name

5. Configure mail server Notification

a. Click on Notification: edit SMTP mail server and port to match that of the
mail server you will set up later: 127.0.0.1:26

b. Account and password: Use a username and password of your NTLM

machine

6. Set IBM Cognos Security

a. Under Security expand Authentication and then Cognos and then
check the Allow anonymous Access? is set to True. In case this is not,
change from True to False from the drop down menu.

7. Leave Cognos Connection open but dont start the server yet.
8. Configure IIS
a. Run Internet Information Services (IIS) Manager from start Menu >
Administrative Tools
Or Control Panel > Administrative Tools.

b. Add 2 virtual directories to IIS: IBMCognos and cgi-bin directory

i.
From within IIS Management Service. In the left Connections
pane, expand the server node, expand sites, right-click on Default
Website, and click Add Virtual Directory

ii.

Enter IBMCognos for the Alias and enter the path to the
C10\webcontent directory in the Physical Path: <Installation
Dir>\ibm\cognos\c10\webcontent>. Click OK.

iii.

Right click on the newly created IBMCognos Virtual Directory and

click Add Virtual Directory. Enter cgi-bin for the Alias and enter
the path to the c10\cgi-bin directory in the Physical path
(<installation Dir\IBM\Cognos\C10\cgi-bin)

c. To integrate the Cognos Sales Demos, create new folder on your D Drive
( Demos): D:\ibm\Cognos\Demos so that your directory structure will
look like:

d. Create a Virtual Directory to map to your Demos directory from within IIS
Management Service. In the left Connections pane, expand the server
node, expand Sites, /right click on the newly-created IBMCognos Virtual
Directory and click Add Virtual Directory
e. Alias: Demos Physical Path: D:\ibm\Cognos\Demos

f.

The IIS Server directory Structure will look like this:

9. Edit CGI Extensions

a. In the Connections pane on the left, select the server node, then doubleclick ISAPI and CGI Restrictions in the right pane.

b. In the Actions pane on the right, click Add

c. Click the ellipse button () and navigate to D:\IBM\Cognos\C10\cgi-bin\

and then drop down box select All files (*) and type in Cognos.cgi in
the File name:

d. Which will make the path :D:\IBM\Cognos\C10\cgi-bin\Cognos.cgi and

check Allow extension path to execute and Description as cognos.cgi
then OK

e. Click Edit Feature Settings on right and check both

f.

Select the cgi-bin virtual directory youo created earlier, then doubleclick Handler Mapping in the right pane:

g. In the Actions pane to the far right click Add Module Mapping

h. Enter cognos.cgi for the Request Path, choose CGIModule for the
Module, give it an identifiable Name like CGI-cognos: then click OK.

i.

From the Actions pane on the right, click on Edit Feature permissions:

j.

Make sure that Execute permission check box is toggled on:

10.Switch back to IBM Cognos Configuration and start the Server. Note, until the
mail server is integrated, you will receive an error message about the mail
server, just click OK to continue starting the server and disregard the error
message.
11.With Internet Explorer, type in http://localhost/ibmcognos to test your
installation. If everything goes well, you will see the below screen:

12.Now for demos, restore the database for a particular demo in SQL Server
Management Studio and import the associated deployment package and test.

Installing the IBM Cognos Samples

I.

Installing the Cognos Samples installation package

Note that the samples come in a separate installation file not included in the
product installation file.
Locate the installation file for your operation system. In this case issetup.exe
found in the folder winx64h.

a. Run the installation wizard and follow the screens.

b. When asked for the installation location enter the installation path of the
Cognos installation, which you used for your initial install:
D:\ibm\cognos\c10
c. This will not really install anything; it will just put the samples material in
your Cognos BI installation directory. You can check this by going to
\\<installationpath>\webcontent\samples
II.

Restore Go Sales and Go Sales Data Warehouse databases

a. Navigate to the samples installation location, something
like D:\ibm\cognos\c10\webcontent\samples.
b. Open the datasources folder and open the sqlserver folder.
c. Locate the files GOSALESDW.zip and GOSALES.zip and unzip
them.

d. Copy these files to D:\ibm\cognos\Demos

e. Open Microsoft SQL Server Management Studio and connect to your
database server.
f. Right-click in the navigation tree on Databases and click Restore
Database.

g. Enter GOSALES in the To database field.

h. Click From device and then Add in the specify backup location screen.

i.
j.

Navigate to the Demo location where you extracted the

files GOSALES.zip and GOSALESDW.zip and select that folder.
Enter the file names GOSALES.

k. Click ok till you are back in the Restore Database screen and select the
backup set for restore.
l. Click OK and wait.
m. you should see a display saying The restore of database GOSALES
completed successfully.
n. You should see the database GOSALES in the databases tree. Browse
around a bit to make sure that there are actually tables in them with data.

o. Repeat the above steps for GOSALESDW so everywhere it says

GOSALES, use GOSALESDW instead.

Create data source connections for the samples databases

a. Go to your Cognos environment and open IBM Cognos
Administration.
b. Go to the Configuration tab and select Data Source
Connections and click the New Data Source icon.
c. In the New Data Source Wizard enter the name
great_outdoors_sales, make sure this is exact, if not you will
have to change the FM models later on.

d. Click next.
e. Select the data source type, in this case Microsoft SQL Server
(SQL 2008 Native Client).
f. Select Configure JDBC connection. It would be used for Dynamic
Query Mode (DQM), and you should, enable this.

g. Click next.

h. Now you have to enter the connection string.

i.

Enter the SQL server name and the name of the database
GOSALES.
j. The sign-on needs to be set up in your database. Go to SQL Server
Management Studio from the start menu.
k. Login into it:

l.

Go to the (local)SQLEXPRESS and click Properties and in the

Securities tab, select Server Authentication using SQL Server and
Windows Authentication mode.

m. Go to Database-> Go Sales -> Properties in the Object Explorer:

n. On the pop up that appear, Go to the Permissions Tab and make

sure the select is selected for the gosales user:

o. Then Go to Go Sales New Query:

p. Then Execute the below query:

ALTER LOGIN gosales

WITH PASSWORD = 'pa$$word';
USE GOSALES;
ALTER USER gosales with LOGIN=gosales;
GO
Incase, If you receive Error user does not exist, use Create
User as below Query.

q. Similarly for GoSalesDW:

CREATE LOGIN gosalesdw

WITH PASSWORD = 'pa$$word';
USE GOSALESDW;
ALTER USER gosalesdw with LOGIN=gosalesdw;
GO

r.

So the User id and PWD for the sign on in case of GOSALES would
be:
User Name: gosales
PWD: Pa$$word

s. Test the connection. If it succeeds, close and go back to the

connection setting, re-enter the password and click Next and
enter the information as below and Finally Finish!

t. Repeat the above steps for the database GOSALESDW and with
great_outdoors_warehouse as data source name.

u. With everything done, you would see two entries in your Data
Source Connection pane:

v. Copy the below 5 files from the Sample + Prompt API content to
the F:\ibm\cognos\c10_64\deployment

w. Now GO TO cognos Administartion Configuration Content

Administration and Click New Import.
Select one of the above archive at a time to perform the Import
operation.
Once the installation is done, you will be able to see below 6
archive in the content Administration tab:

x. Now Time to test: Click Launch and then Report Studio:

Select the model from the path: Public Folders > Samples > Models; any
of the go dataware house or go sales package:

Drag few of the columns and run the report. If you are able to receive the
output. Bingo, you have achieved thing which very few have done it. :P
p. Or open the below attachment, copy all of the content, and once Report
studio is open; Go TO Tools Open Report From Clipboard:
You will have the Report copied over there, just Run it and get the output..
First Run.txt