IBM Cognos Planning Contributor: Develop Applications (V10.1)

Introduction to IBM Cognos Planning - Administrator

• Review IBM Cognos Performance Management (PM) Solution
• Identify IBM Cognos Planning and its components
• Identify IBM Cognos BI and its components
• Examine the IBM Cognos Planning architecture
• Examine IBM Cognos Planning - Contributor and its components
• Examine the development process for the Contributor solution

Build a Contributor Application

• Examine best practices for building the underlying

IBM Cognos Planning - Analyst model

• Configure IBM Cognos Planning Administrator
• Create a Planning Contributor application using the Application wizard
• Specify navigation, orientation, and application settings
• Import the e.List and rights
• Run Go to Production and preview a Planning Contributor application

Manage Workflow and Web Application Activities

• Access the application in Cognos Connection
• Examine the user roles and workflow states
• Create annotations
• Attach documents to Planning Contributor application items
• View and delete commentary
• Bounce users from the application
• Work offline

Apply Security

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

Administer Applications

• Review what happens during Go to Production
• Back up the datastore
• Display Invalid Owners and Editors
• Create a planning package
• Reset workflow states
• Set advanced options for subsequent Go to Production processes
• Examine job management and the types of jobs that can be performed
• Create help text for end users
• Verify that data entered is valid

Manage Data

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

Use Extensions

• Examine IBM Cognos Planning - Contributor extensions
• Report from Planning Contributor data using extensions
• Configure Planning Contributor extensions
• Use 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

Consume Planning Data in Cognos BI

• Examine Cognos Connection
• Create a portal page to group different types of content into a single view
• Examine how to access live data in Cognos Studios
• Create and run agents based on planning data in Events 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 Contributor Add-in for Excel

(Optional)

• examine the Cognos Planning - Contributor Add-in for Excel
• enter, save, and submit Planning Contributor data using the Excel Add-in
• modify the display of Planning Contributor data in Microsoft Office Excel
• annotate data in Microsoft Office Excel
• save a workbook as a template

Move Data Between Planning Analyst and Planning Contributor (Optional)

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

Translate a Contributor Application (Optional)

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