Cognos 8 Planning 8.3 Contributor Application Administration SPVC

Introduction to Cognos 8 Planning - Contributor Administration

• Review the Cognos performance management solution
• Identify Cognos 8 Planning and Cognos 8 BI components and architecture
• Examine Contributor and its components
• Examine the development process for the Contributor solution

Build a Contributor Application

• Examine best practices for building the underlying Analyst model
• Configure the Contributor Administration Console
• Create a Contributor application
• Specify navigation, orientation, and application settings
• Import the e.List and rights
• Run Go to Production and preview a Contributor application

Manage Workflow and Web Activities

• Access the application in Cognos Connection
• Examine the user roles and workflow states
• Create annotations
• Attach documents to contributor application items
• Browse, edit, and delete commentary
• Bounce users from the application
• Work offline

Apply Security

• Examine Cognos 8 Planning security
• Examine authentication and authorization
• Identify Cognos 8 Planning roles
• Assign access rights to end users
• Examine levels of user rights
• Create saved selections and access tables

Administer Applications

• Review what happens during Go to Production
• Create a Planning package
• Back up the datastore and reset workflow states
• Set advanced options for subsequent Go to Production processes
• Examine job management and the types of jobs
• Create help text for end users
• Verify that data entered is valid

Manage Data

• Synchronize the Contributor application with Analyst
• Import data into the Contributor application as a planner, reviewer, and administrator
• Publish Contributor data

Use Extensions

• Examine Contributor extensions
• Report from Contributor data using extensions
• Configure Contributor extensions
• Use client and administration extensions

Automate Applications

• Examine automation of common administration tasks using macros
• Create and publish a macro
• Group related tasks into one macro
• Examine how to run macros

Additional Integration with Cognos 8

• Examine Cognos Connection
• Create a portal page to group different types of content into a single view
• Access live data in Cognos 8 Studios
• Create and run agents based on Planning data in Event Studio

Case Study

• Create a Contributor application
• Ensure planners and reviewers have the required access to the appropriate data
• Modify the application to accommodate the addition of new locations
• Bring test data into the application in an administrator role and an end user role
• Publish data for reporting and automate this task

Use the Add-in for Excel (Optional)

• Examine the Cognos 8 Planning - Contributor Add-in for Excel
• Enter, save, and submit Contributor data
• Modify the display of Contributor data in Excel
• Annotate data in Excel
• Access client extensions from Excel

Move Data Between Analyst and Contributor (Optional)

• Export data from Analyst for use in Contributor
• Integrate Contributor with Analyst
• Move data from Analyst to Contributor using a D-Link
• Move data from Contributor to Analyst using a D-Link
• Compare D-Links to importing data in the Administration Console

Translate an Application (Optional)

• Examine the translation cycle
• Create a translation
• Translate applications into different languages
• Export files for translation