Cognos Solution Implementation Methodology

Your use of this document is subject to the Terms of Use governing Cognos Solutions Implementation Methodology. The information contained in this document is proprietary information of Cognos Incorporated and/or its licensors and is protected under copyright and other applicable laws. You may use the information and methodologies described in this document 'as is' or you may modify them, however Cognos will not be responsible for any deficiencies or errors that result from modifications which you make. Copyright 2006 (c) Cognos Incorporated. All Rights Reserved.

Cognos Solutions Implementation Methodology

Quick Start Guide

2TopicsTable of Contents

Methodology introduction Viewing the methodology Creating a client specific copy Creating a MS Project Plan automatically Updating documents within the methodology Support

3TopicsTable of Contents

Methodology introduction Objective and purpose Scope Components Methodology hierarchy with supporting roadmaps and

workstreams Methodology toolkit Methodology terminology

Viewing the methodology Creating a client specific copy Creating a MS Project Plan automatically Updating documents within the methodology Support

4Methodology ObjectivesWhy do projects need a methodology?

Phases

MethodologyUp Home

Methodology

MethodologyWhat it aims to achieve What it isThe Cognos Solutions Implementation Methodology consists of a step-by-step guide to conducting a complete development lifecycle. It describes activities, deliverables, roles and responsibilities, inputs, tools, tips and proven practices.

The Methodology tool organizes materials for a project in a clear and concise fashion.

The Cognos Solutions Implementation Methodology serves as the backbone for implementing enterprise-ready projects.

It provides structured knowledge that assists Cognos consultants, partners and customers with working together efficiently and successfully completing projects.

AnalyzeAnalyze

DesignDesign

BuildBuild

DeployDeploy

OperateOperate

5One MethodologyOne consistent methodology will exist for all products

Methodology

ProductSpecificRoadmaps

SupportingWorkstream

AnalyzeAnalyze DesignDesign BuildBuild DeployDeploy OperateOperate

Project ManagementProject Management

Business Intelligence

Business Intelligence PlanningPlanning ControllerController Score-carding

Score-carding

One methodology will exist across the company.

Product Specific Roadmapshelp drive implementation efforts for the corresponding tools.

Supporting workstreams will enhance the methodology and roadmaps.

6Methodology ComponentsHow are projects organized in time?


Analyze Define what the solution needs to accomplish, both in terms of features and non-functional attributes (performance, usability, etc.).

Design Identify appropriate resources as well as the solution components and their dependencies.

Build Build and integrate components. Both the development and QA environments are utilized here. Individual components are tested in component testing, interactions between components are tested in assembly testing, and the entire solution is tested in system testing.

Deploy Puts the solution in the hands of the users and prepares its continuing operation. This phase can be applied for multiple sites or user groups, with possible tailoring for each.

Operate Represents the use of the Cognos solution. Operate includes the maintenance tasks and checkpoints after roll out that facilitate a successful employment of the solution and preserve its health.

The methodology comprises 5 phases.

7Project Management WorkstreamHow are projects organized in time?


Project Management

Consists of 4 activities: Initiate, Plan, Execute and Close, each of which assist with managing and monitoring maintenance of the project.

Project Management workstream oversees the methodology phases.



Initiate ClosePlan Execute

8Tasks

Activities

Phases

Methodology HierarchyWhat is the work breakdown structure assumed for projects?

Analyze Design Build Deploy Operate

Project Management

Phase

OverviewUp Home

Conduct a Readiness

Assessment

Analyze Solution Scope

Determine Detailed

Requirements

Refine Solution Scope

Validate, Approve, Transition

Activities

Phase: AnalyzeUp Home

Assess the existing

platform and environment

Assess the data quality of

operational systems

Assess current data structure and

movement

Assess current

operational procedures

Assess business

culture and organization

Tasks

Activity: Conduct a Readiness AssessmentUp Home

Create Readiness

Assessment Report

The methodology overview will remain consistent across all product implementations.

The Project Management supporting workstream will act as a placeholder, but activities and tasks may be altered to fit the needs of product specific roadmaps.

The Drill Down will differ among areas, as product specific roadmaps have been created for implementing the corresponding tools.

9Methodology Toolkit What is the Methodology?

Cognos Methodology Editorsoftwarepowered by Nimbus control-ES

PlanningRoadmap

Scorecarding Roadmap

Controller Roadmap

BI Roadmap

Training & support

Methodology Toolkit

Samples, templates, considerations, tips & proven practices

The Methodology toolkit consists of multiple Roadmaps. Each Roadmap has a hierarchy of diagrams with Process Steps. Attached to

Process Steps are links to related documents (samples, templates, considerations, tips & proven practices).

The Cognos Methodology Editor software provides access to the Roadmaps and allows tailoring of a client copy of a Roadmap. This is a single-user version of the software, has been branded for Cognos and is licensed free of charge for Cognos clients, partners and employees.

Training and support is provided on all aspects of the Methodology Toolkit.

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Methodology TerminologyThe components of the Methodology

Cognos Methodology Editor

The software which manages the Methodology orRoadmap, which is powered by Nimbus control-ES.

Methodology or Roadmap

These are called Maps.

Diagram The Roadmap is made up of a hierarchy of Diagrams.

Activity Box, Lines and Text

Each Diagram has Activity Boxes, Lines, and Text.

Resource Resources are attached below Activity Boxes.

Attachments / Links Documents can be attached to Activity Boxes or Lines. To access the attached documents, click on the paperclip.

Drilldown Arrow From each Activity Box you can drill to the Diagram which is a level below. You drill down by clicking on the red Drilldown Arrow.

Flow Line Connectors

To maintain the end-to-end flow across multiple Diagrams there are Flow Line Connectors which are the grey circles on the end of a Line. Click on the circle and you will be taken to the next Diagram.

The Cognos Methodology Editor software has terminology which is referred to throughout this document.

11

TopicsTable of Contents

Methodology introduction Viewing the methodology

Opening the Roadmap Navigating around the Roadmap

Creating a client specific copy Creating a MS Project Plan automatically Updating documents within the methodology Support

12

From the Start menu, click All Programs | Cognos Methodology | Cognos Methodology Editor Edition.

On the Log On screen, type your password, and then click OK.

From the Welcome screen, click Open a process map.

Select the Map and click Open.

Opening a Roadmap

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Reviewing a RoadmapThe top level view

Roadmap name

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Navigation in the Roadmap

What level you are in: Phase Activity Task Sub-task

Click to see how to navigate around the methodology, as shown in the next slide

Where you are in the Roadmap

Which Phase you are in: Project Management Analyze Design-Build-Deploy Operate

Click on the box i.e. Analyze - to go to the top level diagram of that Phase

Name of the diagram and roadmap

Sample Toolbar

Roadmap Navigation Buttons:Home: to the Top Level, as shown in the previous slideUp: takes you up a level in the hierarchyPrevious: takes you to the previous diagram you accessedSearch: text search of text on any diagram, inside internal

documents (objective, input, deliverable) and in the title of attached documents (samples, tips, etc.)

15


16


Click on this button to open the: Overview Guide Glossary of Terms Report Index Roles & Responsibilities

Click on this button to open a list of the Key Deliverables

Click on this button to view all the Phases & their Activities for the Methodology

17


Methodology introduction Viewing the methodology Creating a MS Project Plan automatically Creating a client specific copy Updating documents within the methodology Support

18

Creating a MS Project Plan

You can automatically create a MS Project Plan from the Methodology using the Editor software transferring tasks, resource and costing information.

MS Project has the capability to input from an MPX file, which enables any project information to be imported easily. The Editor exports the Map information in the MPX format.

19

Creating a MS Project PlanTo create a MS Project Plan from a Map, open the Map.

From the File menu, select Import/Export | Export to MS Project.

Browse to the folder where you want the MS Project file to be stored.

Enter the start date of the project.

Click Export and an .MPX file will be created.

MS Project will then launch the MPX file and convert it into project plan with the following converted:

Note: If durations are attached to Process Steps using Editor costing functionality,then the Start Date and Finish Dates will be populated.

Roadmap MS Project

Process Steps Tasks

Lines between Process Steps Dependencies

Resources on Process Steps Resources

Notes Bubbles on Process Steps Indicators

20



21

Creating a Client Copy of a Roadmap

To create a copy of the Map for a client project, open the Map.

From the File menu, click Save As.

Type in a new name and click OK.

You can highlight the Current Name and type Ctrl+C to copy the name and Ctrl+V to paste it into the New Name field.

It will then copy all the diagrams and internal documents (Objectives, Inputs, Deliverables). All the Diagrams in the new Map will link back to a single copy of the attached documents (Samples, Tips, etc.) which are in external formats MSOffice, Adobe Acrobat, etc.

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Each Map has both a Master and Draft copy of all Diagrams. The Master copy is locked (i.e. Read Only), so no changes can be made. The Draft copy can be updated.

The Map will always open in the Master version.

To change to the Draft, click on the drop down on the top right of the Editor menu bar.

There is a formal authorization cycle to take changes in the Draft copy into the Master copy, but this is not covered in this Quick Start Guide. (Search on Authorization in the Help|On-line Manual.)

Updating DocumentsMaster copy and Draft copy

24

Updating DocumentsInternal Documents

To change an internal document click on the paperclip on either an Activity Box or Line.

The image opposite shows 2 internal documents linked to the paperclip (Objectives and Process Steps).

Click on the item in the dropdown box and the internal word processor will open. Edit the document and then click the green tick.

The document is stored with the Diagram. Therefore an internal document cannot be shared between Activity Boxes, Lines or between Maps.

NOTE: When you copy a Map, you are making a separate copy of all internal documents, as they are held within the Diagrams in the Map.

25

Updating DocumentsExternal Documents: Open and View

External documents are created outside the Editor software application using MSOffice products and Adobe Acrobat.

The documents are stored in the Process RepositoryATTACH folder and the paperclip shows that there are links to the document.

Therefore one document may be linked from many Activity Boxes, Lines or in more than one Map.

NOTE: When you copy a Roadmap it DOES NOT copy the attached documents it simply copies the links.

The attached documents are templates, samples and hints, and therefore it is expected that if you want to change or update document you will need to

1. Open them in the correct application (e.g. MSOffice).

2. Re-save them in a client sub-folder inside Process RepositoryATTACH with a new name.

3. Link the new document to the Activity Box or Line.

This is described in the next few pages.

The Process Steps above has 4 documents attached:

Objectives internal document

Process Steps internal document

Phase_completion... attached Microsoft Word DOC

Phase_report... attached Microsoft PowerPoint PPT

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Updating DocumentsExternal Documents: Edit and Save As

Click on the document on the drop down and it will open, provided you have the correct application on your PC.

Within the application, File | Save As and create a new name, but save the document in a client sub-folder inside Process RepositoryATTACH, which is where all the documents are stored.

You will then need to link this new document to the Activity Box or Line alongside the original document.

27

Updating DocumentsExternal Documents: Linking to Process Steps and Lines

Go back into your new client copy (not the original) of the Map in the Editor.

Right-click on the paperclip on the Activity Box or on the Line and select Access/Modify from the menu.

or

Right-click on the Activity Box and select Attachments/Links from the menu.

28


Click on New to create a new link, and select

File/Application Link.

Browse in the file you have just created which is in the client sub-folder inside the Process RepositoryATTACH folder

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Select the file and click Open.

The title field will be automatically filled in with the file name. This is the name the user will see in the drop down and you can change it if you want. It will not change the name of the attached file.

The application which launches the file will be automatically selected. i.e. in this case MS Word.

Click OK.

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The document is now linked. You can change the order of the documents by highlighting the document and clicking the up and down arrows.

Click Close.

Now when the paperclip is clicked the new document is on the drop down list.

There is a limit of 99 documents that can be linked to each paperclip. If there are more than 7 linked, then the first 7 are shown and at the bottom you can click on the Modify Links item to see all the documents.

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Updating DocumentsExternal Documents: Updating

Now that the document is linked, the user can click on it to launch it from the drop down.

If the document is updated and saved as the same name in the same location then the link will point to the updated document.

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SupportWant to know more?

In the Map there is a Using the Methodology link on the top bar.

On the Editor Help menu there are several areas of help and support.

On-line Manual MSHelp file which lists the Editor functionality

Tutorial a Map which is interactive and steps through the key Editor functionality to use the Editor for Process Mapping

Support there is limited support for this Editor Edition of the Software directly from the Cognos Services organization http://support.cognos.com/

Additional information can be obtained by

e-mailing [email protected]

or by visiting

http://support.cognos.com/en/consulting/csim/index.html

Cognos Solutions Implementation MethodologyTopicsTable of ContentsTopicsTable of ContentsMethodology ObjectivesWhy do projects need a methodology?One MethodologyOne consistent methodology will exist for all productsMethodology ComponentsHow are projects organized in time?Project Management WorkstreamHow are projects organized in time?Methodology HierarchyWhat is the work breakdown structure assumed for projects?Methodology Toolkit What is the Methodology?Methodology TerminologyThe components of the MethodologyTopicsTable of ContentsOpening a RoadmapReviewing a RoadmapThe top level viewNavigation in the RoadmapNavigation in the RoadmapNavigation in the RoadmapTopicsTable of ContentsCreating a MS Project PlanCreating a MS Project PlanTopicsTable of ContentsCreating a Client Copy of a RoadmapTopicsTable of ContentsUpdating DocumentsMaster copy and Draft copyUpdating DocumentsInternal DocumentsUpdating DocumentsExternal Documents: Open and ViewUpdating DocumentsExternal Documents: Edit and Save AsUpdating DocumentsExternal Documents: Linking to Process Steps and LinesUpdating DocumentsExternal Documents: Linking to Process Steps and LinesUpdating DocumentsExternal Documents: Linking to Process Steps and LinesUpdating DocumentsExternal Documents: Linking to Process Steps and LinesUpdating DocumentsExternal Documents: UpdatingTopicsTable of ContentsSupportWant to know more?

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