Upgrade Cognos Express to TM1 10.2.2

Product:

Cognos Tm1 10.2.2 fix pack 6

Microsoft Windows 2008 R2 Server

Symptom:

When new updated express TM1 instance start, it is named = CXMD

Cause:

In the TM1S.CFG file the servername is as Servername = CXMD, but in TM1 you need to not have a space – it should be Servername=CXMD.

 

Uninstall the TM1 instance, change the TM1S.CFG to not use space at = , then start the service again from Cognos Configuration for TM1.

If you not have uninstalled Cognos Express – then the new start of TM1 instance with same name as a existing one will make it look like the new one is installed in Cognos Configuration, but in Windows services if you check on properties on the TM1 instance CXMD it will show it use the old Cognos express engine under \program files (x86)\ that make it not work.

You notice something is wrong if no log files are created in the new folder you have setup for the new TM1 instance – then there is a different folder in use, probably the old one.

 

Solution:

How to move a Cognos Express application to a TM1 10.2.2 application.

 

Make a backup of all excel sheets used in the TM1WEB part.

You need to login to Cognos Express with Tm1 architect and do savedataall step and take a backup of the data folder, mostly there exist a TI process already written for this.

Then copy the Cognos express folder c:\program files (x86)\IBM\cognos express\xcelerator\custom\tm1data\cxmd\ to your new folder for tm1 that in most cases are c:\program files\ibm\cognos\tm1_64\samples\tm1\cxmd\.

Recommend to create a separate folder for log files like this c:\program files\ibm\cognos\tm1_64\samples\tm1\cxmd_logs.

 

To get Cognos Express BI security you need to take screen shoots how it is setup in Cognos Express and then manually add the same AD groups to Cognos BI groups inside the New Cognos Connection on the new installation.

 

Download fix pack for TM1 and Cognos BI

https://www-945.ibm.com/support/fixcentral/swg/downloadFixes?parent=Cognos&product=ibm/Information+Management/Cognos+8+Business+Intelligence&release=10.2.2&platform=All&function=fixId&fixids=10.2.2-BA-CBI-Win64-FP007&includeRequisites=1&includeSupersedes=0&downloadMethod=http

Uninstall Cognos Express program from the server.

 

Install Cognos BI and setup IIS as show here:

http://www.ibm.com/developerworks/data/library/cognos/infrastructure/web_servers/page599.html

Active SSO for Cognos BI with this steps

http://www.ibm.com/support/knowledgecenter/SSEP7J_10.2.2/com.ibm.swg.ba.cognos.c8pp_inst.10.2.2.doc/t_stp_sso_active_drctry_remote_user.html

The connection to customers Active Directory must have the namespace id to be “CognosExpressActiveDirectoryID” set, to allow the users that before was setup in Cognos Express come in as the same user in the new TM1 solution.

Inside Cognos Configuration for BI,  under Security – Authentication, select New Resource – Namespace.

Set Name to domain.com and select Type to Active Directory.

Set the Namespace ID to CognosExpressActiveDirectoryID.

Set host and port to;  customer´s Domain.com:389

 

The name that you show in left for the authentication is what is shown inside Cognos Connection as the name of the namespace, the namespace ID is the Cognos BI internal ID and that should be the same as used in Cognos Express to ensure the users end up in the same rows inside TM1 security table.

Best Practices is to have this two field the same, that should mean namespace id is CognosExpressActiveDirectoryID in this case.

Install Cognos Tm1 10.2.2 and set it up as show here:

http://www.ibm.com/support/knowledgecenter/en/SSMR4U_10.2.2/com.ibm.swg.ba.cognos.express_migration.10.2.2.doc/t_express_inst_mig_install_tm1_start_servers.html

 

Install Cognos TM1 10.2.2 fix pack 6 new certs as of this page

http://www-01.ibm.com/support/docview.wss?uid=swg21991545

http://www-01.ibm.com/support/docview.wss?uid=swg21992411

 

Install SSO for TM1 applications by following this steps:

https://allthingscognos.wordpress.com/2014/08/26/configuring-performance-modeller-and-tm1-web-with-cam-security-for-tm1-10-2-n/

 

In the new CXMD data folder – remove the tm1s.cfg and TM1.lic files.

Create a new TM1S.CFG file with content like this:

[TM1S]

 CAMPortalVariableFile=portal/variables_TM1.xml

Language=ENG

IntegratedSecurityMode=5

ClientMessagePortNumber=12307

DataBaseDirectory=C:\Program Files\ibm\cognos\tm1_64\samples\tm1\CXMD

UseSSL=T

PortNumber=12306

ClientPingCAMPassport=900

LoggingDirectory=C:\Program Files\ibm\cognos\tm1_64\samples\tm1\CXMD_logs

ServerName=CXMD

 

AdminHost=

ForceReevaluationOfFeedersForFedCellsOnDataChange=T

DistributedPlanningOutputDir=.\tunit

AllowSeparateNandCRules=T

ServerCAMIPVersion=ipv4

IPVersion=ipv4

 

ClientCAMURI=http://BISERVER.domain.com/ibmcognos/cgi-bin/cognosisapi.dll

ServerCAMURI=http://BISERVER.domain.com:9300/p2pd/servlet/dispatch

##ServerCAMURI=http://EXPRESSSERVER.domain.com:9300/p2pd/servlet/dispatch

##ClientCAMURI=http://EXPRESSSERVER.domain.com:9300/p2pd/servlet/dispatch

ParallelInteraction=T

SupportPreTLSv12Clients=T

Update the BISERVER values with your server and domain name in above file.

Inside Cognos Configuration for TM1 click on TM1 server – New Resource – TM1 server instances.  Enter CXMD as name.  then browse to the folder where the tm1s.cfg file are in our example that is in c:\program files\ibm\cognos\tm1_64\samples\tm1\cxmd.

Save and start the CXMD instance from Configuration program.

 

Start TM1 architect on the Server to see if you can access the CXMD application.

 

To get TM1 perspective to work after you have used Cognos Express the end user must do a few things;

Ensure the new Cognos BI/TM1 servers are in Internet Options local intranet zone.

Uninstall the previous Cognos Express client.

Install the new TM1 perspective from setup files you place on a share (\\TM1server\clientsetup$).

(select default options during install)

 

first run setup from

\\TM1server\clientsetup$\tm1_clt_10.2.2_32b_ml.tar\win32\iisetup.exe

 

second run setup from

\\TM1server\clientsetup$\up_tm1client_win32_10.2.5260.168_ml.tar\win32\iisetup.exe

 

Then copy all files from folder

\\TM1server\clientsetup$\NewSSLCerts\*.*

 

to this folders on your computer

C:\Program Files (x86)\ibm\cognos\tm1\bin\ssl\*.*

 

Inside Microsoft Excel 2010 add the new folder for TM1\bin to trusted locations.

Go to File – Options in Excel.

Click on Trust Center

Click on Trust Center Settings button

Click on Trusted Locations

Click on Add new location button

Browse to the folder for TM1 that is c:\program files (x86)\ibm\cognos\tm1\bin

Click OK all the way out of Microsoft Excel

Now it should work to start TM1 Perspective from icon on start menu.

 

Excel sheet you have published in TM1WEB, you may need to republish from TM1 Perspective again.

If you get the error message “STOP Failed to open the target workbook. Please make sure the file has not been renamed or deleted.”  when you open a xlsx file in Tm1web applications, then the solution is to create the xlsx-page in new Excel Workbook files and publish them again to the TM1WEB application. Hopefully you can copy the layout and code from the old xls file. The xls files previous used in Cognos Express can in many case not be working in the new Cognos TM1 10.2.2.

 

More Information:

http://www.ibm.com/support/knowledgecenter/SSMR4U_10.2.2/com.ibm.swg.ba.cognos.express_migration.10.2.2.doc/t_express_inst_mig_migrate_tm1_migrate_cxmd.html

To test and see error better set it up like this

https://tm1help.wordpress.com/2011/06/19/how-to-set-up-a-new-tm1-model/

Ensure that you have uninstall Cognos Express before you install TM1 otherwise this can help

http://www-01.ibm.com/support/docview.wss?uid=swg21635821

To active sso in Cognos BI do this steps

http://www.ibm.com/support/knowledgecenter/SSEP7J_10.2.2/com.ibm.swg.ba.cognos.c8pp_inst.10.2.2.doc/t_stp_sso_active_drctry_remote_user.html