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Recommended practices for using Cognos with Informix, Part 1: Deploy Informix with IBM Cognos Express 9 Install, configure, and tune Skill Level: Intermediate Sreeni Paidi Enablement Consultant IBM Jeffrey Williamson ([email protected]) Senior Consultant JCB Partners 30 Jun 2010 Connecting your IBM® Informix® databases to IBM Cognos® Business Intelligence software gives you a way to unleash the power of your data with expanded query, reporting, and analysis capabilities. If you're ready to take that step, this two-part tutorial series gives you the information you need to install, configure, and deploy the necessary components to achieve the best results. Part 1 gets you started with using IBM Cognos Express V9 together with IBM Informix V11.5 as a content store and data source. In Part 2, you'll get the same level of detail for deploying Informix with IBM Cognos BI Server V10. The tutorials include recommended practices for each step along the way, based on lessons learned from real-world deployments on the Microsoft® Windows® operating system. Section 1. Before you start Before you begin this tutorial, read about what is covered in this tutorial, what the prerequisites are, and the system requirements. Deploy Informix with IBM Cognos Express 9 Trademarks © Copyright IBM Corporation 2010. All rights reserved. Page 1 of 27

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Recommended practices for using Cognos withInformix, Part 1: Deploy Informix with IBM CognosExpress 9Install, configure, and tune

Skill Level: Intermediate

Sreeni PaidiEnablement ConsultantIBM

Jeffrey Williamson ([email protected])Senior ConsultantJCB Partners

30 Jun 2010

Connecting your IBM® Informix® databases to IBM Cognos® Business Intelligencesoftware gives you a way to unleash the power of your data with expanded query,reporting, and analysis capabilities. If you're ready to take that step, this two-parttutorial series gives you the information you need to install, configure, and deploy thenecessary components to achieve the best results. Part 1 gets you started with usingIBM Cognos Express V9 together with IBM Informix V11.5 as a content store anddata source. In Part 2, you'll get the same level of detail for deploying Informix withIBM Cognos BI Server V10. The tutorials include recommended practices for eachstep along the way, based on lessons learned from real-world deployments on theMicrosoft® Windows® operating system.

Section 1. Before you start

Before you begin this tutorial, read about what is covered in this tutorial, what theprerequisites are, and the system requirements.

Deploy Informix with IBM Cognos Express 9 Trademarks© Copyright IBM Corporation 2010. All rights reserved. Page 1 of 27

About this series

This series has two parts. In the first part, the recommended practices for deployingCognos Express software with Informix are covered. In the second part therecommended practices for deploying Cognos BI Server software with Informix as acontent store and a data source are covered.

About this tutorial

This tutorial walks you through the steps to install and configure IBM CognosExpress and IBM Informix Server, how to test connectivity between the two, andthen tune Informix for optimal performance.

Prerequisites

This tutorial is intended for system administrators and application administrators whoare interested in deploying IBM Cognos Express version 9 with IBM Informix version11.5 as an operational data mart on Windows Server 2003. You should have ageneral familiarity with installing software on Microsoft Windows.

System requirements

To run the examples in this tutorial, you need a Windows 2003 server with at least 2GB of memory, and local Administrator user access on the Windows box. You willalso need access to Informix 11.5 server software, Informix Connect software, andCognos Express 9 software.

About IBM Cognos Express software

IBM Cognos Express is a business intelligence and planning solution that integratesthe following IBM Cognos products with a central application used for installationand administration.

• IBM Cognos Express Advisor - using the analysis features of IBM CognosExecutive Viewer, IBM Cognos Express Advisor enables you to quicklymove from raw data to high-impact analysis and visualizations. Conductpowerful 'what if' scenario modeling using simple point-and-click.

• IBM Cognos Express Xcelerator - using the performance managementcapabilities of IBM Cognos Advisor, IBM Cognos Express Xcelerator

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allows you to transform common spreadsheets for planning and analysis,and optimize large, highly complex data sets with real-time response.Gain more insight through multi-dimensional analysis while retaining afamiliar Excel interface.

• IBM Cognos Express Reporter - using the querying and reporting powerof IBM Cognos 8, IBM Cognos Express Reporter empowers businessusers to access, modify and author reports with complete self-servicereporting and ad hoc query capabilities. Access any type of data,including relational, analytical OLAP, or desktop files, and deliver yourreports via the web, PDF, Microsoft Excel spreadsheets, email, or portal.

• IBM Cognos Express Manager - provides the ability to install, configureand administer all IBM Cognos Express products. You can publish datasources, add users and secure business content in one central,easy-to-use application.

About IBM Informix software

IBM Informix software has unmatched high availability, is deeply embedded, hasblazing performance, zero administration, and data warehousing characteristics,which makes it a perfect relational database offering for any size business. Pleasesee the Resources section to read the article by Carlton Doe for more information onIBM Informix 11 software editions.

Section 2. Planning

Before you start setting up the servers with Cognos Express and Informix, properplanning is required to avoid any last minute surprises and delays in delivering theenvironment for the business users.

Planning for the hardware

If you have a blade server, you can create two nodes on the server, one for CognosExpress and the other one for Informix Server, with hardware resources dividedbetween the two nodes. Storage requirements are unique to every databaseenvironment. Make sure that you have adequate storage available for the databaseserver.

Recommended practice: For optimal performance and ease of manageability, it is

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recommended to install Cognos Express and Informix Server software on twodifferent servers or nodes.

Planning for the software

The following software stack is required. Make sure that you have access to allthese software packages before you start the installation process.

For the server that is hosting Cognos Express:

• Microsoft Windows Server 2003 for x86 64-bit

• Service Pack 2 for Microsoft Windows Server 2003

• Microsoft Office 2003 or Microsoft Office 2007

• Internet Information Service (IIC) version 6

• Cognos Express version 9.0

• 32-bit Informix Connect (I-Connect) 3.50

For the server that is hosting Informix database instance:

• Microsoft Windows Server 2003 for x86 64-bit

• Service Pack 2 for Microsoft Windows Server 2003

• 64-bit Informix Server Software version 11.50.xC7 or higher

Recommended practice: Every environment's database requirements are different.Before you decide on the Informix edition that you would need to install, please seethe Resources section to read the article by Carlton Doe for details on thedifferences among Informix editions.

Section 3. Installing and configuring Informix software onthe Informix server

Prerequisites

Make sure that the following software is installed on the Informix server / node1

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before installing Informix server software:

• Microsoft Windows Server 2003 for x86 64-bit

• Service Pack 2 for Microsoft Windows Server 2003

Installing Informix server software

This tutorial assumes that you have decided on the edition and version of Informixserver software that you will be installing on the database server, and that you alsohave access to the software installation media.

Note: Read the release notes, machine notes, and fixed and known defects list,which are on your product media and in the information center.

1. Launch the IDS installer program by double-clicking the setup.exe file inthe IIF folder of the installation media.

2. From the welcome screen, click Next.

3. Read and accept the license terms and conditions, and then click Next.

4. Choose Custom installation, and then click Next.

5. Choose the default destination path for IDS installation, and then clickNext.

6. On the following screen you are given options to select features that youwant to install, as well as the option to clear the features that you don'twant to install. Select the features that you want to install and then clickNext.

7. On the following screen you are asked to enter and confirm the passwordof user Informix. Installer creates the Informix user with the givenpassword. Enter the password and click Next.

8. On the following screen, you are asked to enter the Informix server detailssuch as server name, server number, service name, port numbers, andothers. Enter the server name of your choice and click Next. In thisexercise, enter ce_remote as the server name.

9. On the following screen, you can choose location and size of datadbspace and smart BLOB space. Type 1024 as the size of dbspace andsbspace, and then click Next.

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10. On the following screen, you are given the summary of what you aregoing to install. Click Next to begin the installation.

11. Click Finish once the installation is completed.

Recommended practice: After the installation is done, verify that the InformixServer instance is running by checking the Windows services. You can also verifythis by running the onstat - and onstat -d Informix commands in the Informixcommand Window.

Setting up a sample database on the Informix server

You are now going to setup a sample gosales database called gs_db_ifx. Lateron, you will use this database to test the connectivity between the database serverand the Cognos Express server. To setup the gs_db_ifx database on the InformixServer, perform the following steps.

1. Download the compressed dbexport file gs_db_ifx.exp.tar.gz to thec:\gosales folder on the Informix database server.

2. Uncompress the dbexport file at C:\gosales. You will see a directorycreated with the name gs_db_ifx.exp, which contains the database dump.

3. Open a command window for Informix instance (ce_remote in thisexample) by going to Start -> All Programs -> Informix DynamicServer 11.50 -> < instance_name >.

4. At the command prompt, change directory to C:\gosales where thegs_db_ifx.exp is located.

5. At the command prompt, run the following commands to set theenvironment variables for CLIENT_LOCALE, DB_LOCALE, andDBDATE, as shown in Listing 1.

Listing 1: Setting environment variables

set CLIENT_LOCALE=en_us.utf8set DB_LOCALE=en_us.utf8set DBDATE=Y4MD/

Recommended practice: Any Informix database that Cognos Express can connectto has to be a UTF8 database. That is the reason you set CLIENT_LOCALE andDB_LOCALE to en_us.utf8 before you import the database.

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6. Run the following dbimport command at the C:\gosales folder to importgs_db_ifx database into the ce_remote DBSpace, as shown in Listing 2.

Listing 2: dbimport command

dbimport gs_db_ifx -d ce_remote

7. Check the output file for any errors.

Section 4. Installing and configuring Cognos Expresssoftware on the Cognos Server Installing and configuringCognos Express software

Prerequisites

Make sure that the following software is installed on the Cognos server / node2before installing Cognos Express software:

• Microsoft Windows Server 2003 for x86 64-bit

• Service Pack 2 for Microsoft Windows Server 2003

• Microsoft Office 2003 or Microsoft Office 2007

• Internet Information Service (IIC) version 6

Instructions on installing IIS 6 on Windows Server 2003 can be found in theResources section.

IBM Cognos Express Xcelerator comes with Cognos Express version 9 and hasbeen tested for use with Microsoft Office 2003 and Microsoft Office 2007. If youinstall a different version of Microsoft Office, some features in Xcelerator may notfunction properly.

Installing Cognos Express software

1. Insert the installation media disk into a drive to start the install program. If

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you downloaded the installation media, extract the files from the package,maintaining the downloaded folder structure delivered in the media, anddouble-click the install.exe file.

2. Choose English, and then click OK.

3. On the introduction screen, click Next.

4. Read and accept the license agreement and click Next.

5. Choose the default install folder and click Next.

6. Choose the defaults for the shortcut folder and click Next.

7. On the configuration screen, the express administrator account name willdefault to administrator. You can leave it as is, or shorten it to admin,as shown in Figure 1. You can also enter a password.

Figure 1. IBM Cognos Express configuration screen

8. If you do not enter a password for the admin user, you will get a warningbox to ensure that this is what you want. Click OK.

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9. On the next screen, as shown in Figure 2, you are presented with thepre-installation summary. Click Install.

Figure 2. Pre-installation summary screen

10. As shown in Figure, 3, the installation process will take a few minutes,with the installation bar denoting progress along the bottom.

Figure 3. Installation progress

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11. When the installation is done, click Done, as shown in Figure 4.

Figure 4. Completing the installation

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12. If you leave the Launch Express Manager Console check box selected,as shown previously in the figure 4, it will automatically open CognosExpress to complete the installation. If not, you will have to go to Start ->All Programs -> IBM Cognos Express -> Cognos Express Manager,as shown in Figure 5, to open the program to complete the installation.

Figure 5. Finishing the installation

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13. Once it is open, click Finish to complete the installation.

14. The system will ask you to log into the Express Manager Console.Provide the User ID and Password for the admin user. You will see thatCognos Manager is installed. You can see the green check mark underthe icon on the menu on the left hand side. The other components stillneed to be installed.

15. You will begin with Reporter, which allows us to add data sources. ClickReporter in the left-hand menu, and then click the Install button on themain screen. When it is done installing, you will be asked to login again.

16. After you login, you will see the green check mark now appearing underthe Report icon on the left, and you will now be able to proceed withinstalling the other two services.

17. Install Xcelerator. When it prompts you to choose a language - leave it onEnglish, and then click Install.

18. It will ask you to login once again after it is done installing Xcelerator.

19. The final component will be Advisor. Click Install, and it will do the rest.

20. Once you log back in, you will see green check marks under each icon onthe left. The installation is complete.

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Installing 32-bit Informix client software

It is required to install 32-bit Informix Client software on the machine that is runningCognos Express. You can install either Informix Client Software Development Kit(CSDK) version 3.50, or Informix Connect (ICONNECT) version 3.50, which isruntime equivalent of CSDK.

IConnect software is free to download and install, whereas a license fee isassociated with CSDK software. If you have the Informix Server software media, youcan find the IConnect software under the IConnect folder. Please see the Resourcessection for a link to download the IConnect software.

Recommended practice: Reboot the host after installing the IConnect software.

Configuring client/server connectivity on the Cognos Server

You can configure client/server communication between client products (such asCognos Express) and the Informix Server using a program called Setnet32 on theclient machine. The Setnet32 utility has the following four tabs:

• Environment: allows you to set environment variables

• Server Information: allows you to set database server network information

• Host Information: allows you to set your host computer and logininformation

• About Setnet32: provides information about the Setnet32 utility

Please see the Resources section for a link to the Informix 11.5 Information Centerwhere you can find more information on Setnet32.

Recommended practice: Insert an entry for the database server host in the hostsfile located at C:\WINDOWS\system32\drivers\etc on the Cognos Express Server.

Configure SQLHOSTS information on the Cognos Server

The following steps walk you through the procedure to configure client products onthe Cognos Server to connect to Informix Server running on the database server.

1. Start Setnet32 by clicking Start -> All Programs -> IBM InformixConnect 3.50 -> Setnet32.

2. From the Server Information tab, you see entries for cm_ids_svr_custom

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and cm_ids_svr_custom_drda. You are going to make a new entry forInformix server instance running on the Informix server. Enter theinformation as shown below, and shown in Figure 6.

• IBM Informix Server: Name of the Informix instance. For example,ce_remote.

• Host name: hostname or ip address of the database server which ishosting the Informix Server instance

• Protocolname: olsoctcp

• Servicename: Name of the service or port number for olsoctcp protocol

Figure 6. New server entry in Setnet32

3. Now click the Environment tab and set INFORMIXSERVER, as shown inFigure 7.

Figure 7. Environment variables in Setnet32

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4. Click OK, and then click OK for any further prompts.

Recommended practice: Do not uninstall the CSDK or IConnect software once it ismanually installed on the Cognos Express Server. Uninstalling will lead to someerrors related to Informix connectivity.

Test the client/server connectivity on the Cognos Server

Informix client software comes with a program called ILogin Demo that can be usedto test the connectivity to an Informix server.

1. Start ILogin Demo by clicking Start -> All Programs -> IBM InformixConnect 3.50 -> ILogin Demo.

2. Click File -> Run.

3. Enter the connectivity information for the Informix database running onthe database server, as shown in Figure 8, and then click OK.

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Figure 8. Testing connectivity from ILogin Demo

4. You should see a screen with no results from the customer table. If yousee errors that the client/server connectivity test was unsuccessful, try thetest again after resolving the issues.

Adding an Informix data source

Now it is time to add a data source for the Informix database running on the remoteInformix server. Enter the information below, also shown in Figure 9.

1. Log in to Cognos Express Manager Console.

2. From Administration, click Data.

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3. Click Add to add a data source.

4. Choose Informix as the database source type, and enter the data sourceinformation for the remote Informix database running on the Informixdatabase server.

5. Click Retrieve Database Objects, as shown in Figure 9.

Figure 9. Adding an Informix data source

5. It will take a few seconds to retrieve the database objects from theInformix database. You will see the name of one of the database objectsdisplayed next to Database Object drop down as shown in figure 10.Click OK.

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Figure 10. Informix data source

6. When finished, it displays an entry for the data source you just added.

Section 5. Installing and configuring Informix Server onthe Cognos Express Server

Running Informix Server Software (for the data mart) on the same server as theCognos Express Server is not a good practice. However, if you have no other optionbut to run both on the same server, then the following instructions will walk you

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through the process to set up Informix Server on the server that is running CognosExpress.

Prerequisites

Make sure that Cognos Express version 9 is installed on the Cognos Server / node2before installing Informix Server software.

Installing Informix server software

1. Launch the Informix software installer program by double-clicking thesetup.exe file in IIF folder of the install media.

2. Click Next on the welcome screen.

3. Read and accept the terms in the license agreement, and click Next.

4. As shown in Figure 11, you will see a message that says that the Informixis already installed on the computer. Choose to install the product inanother directory and click Next.

Figure 11. Informix install location

5. Choose Custom for setup type, and then click Next.

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6. Choose the default install directory, and then click Next.

7. You are presented with available product components, select the featuresyou want to install and click Next.

8. On the next screen, as shown in Figure 12, select Start database serveras Local System User, and Do not create user informix account, andthen click Next.

Figure 12. Choosing not to create user Informix

9. On the screen shown in Figure 13, you are asked to enter the Informixserver details such as, Server Name, Server number, Service Name, Portnumbers, and others. Enter the server name of your choice, and a servernumber other than 0 (between 1 and 255), and then click Next. Forexample, you can use ce_local for the server name and 2 for the servernumber.

Figure 13. Informix server details

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10. On the next screen, you are presented with data spaces configuration.Enter 1024 MB as the size for the dbspace and the sbspace, and thenclick Next.

11. On the next screen, the installer will show the summary of what is gettinginstalled. Click Next to begin the installation.

12. When the installation is done, click Finish to exit the installer.

Installing 32-bit Informix client software

Download and install 32-bit Informix Connect (ICONNECT) software. If it is notalready installed on the Cognos Express server, go to the mediafolder\ICONNECTfolder and run the setup.exe program.

Creating a sample local database and a data source

You can follow the instructions in the following sections to create a sample databasein the local Informix Server instance, and to also create a data source in Cognos

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Express for this local database.

• Setting up a sample database on the Informix Server

• Adding an Informix database data source

Section 6. Tuning the Informix instance for performance

It is very important to tune the configuration of the database system for optimalperformance. Gather the information about your system resources such as numberof CPUs, amount of memory, storage, and others, and then tune your databasesystem accordingly.

On a test system (for both remote and local database instances) there was at least a100% improvement in the performance by just tuning some of the crucial parametersin the ONCONFIG parameter file.

Table 1 shows the default and changed values of these crucial parameters on thetest system with 4 CPUs and 8 GB memory.

Table 1. Sample ONCONFIG parametersDefault value in 11.5 Tuned value

CPU-related configuration parameters

MULTIPROCESSOR 0 MULTIPROCESSOR 1

VPCLASS cpu,num=1,noage VPCLASS cpu,num=4,noage

VP_MEMORY_CACHE_KB 0 VP_MEMORY_CACHE_KB 4096

AIO-related configuration parameter

DIRECT_IO 0 DIRECT_IO 1

Shared memory configuration parameters

RESIDENT 0 RESIDENT 1

SHMBASE 0x80000000L SHMBASE 0x11000000L

SHMVIRTSIZE 32656 SHMVIRTSIZE 614400

SHMADD 8192 SHMADD 131072

SQL statement cache configuration parameters

STMT_CACHE 0 STMT_CACHE 2

STMT_CACHE_HITS 0 STMT_CACHE_HITS 1

STMT_CACHE_SIZE 512 STMT_CACHE_SIZE 20000

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Parallel database query (PDQ) configurationparameters

DS_MAX_QUERIES DS_MAX_QUERIES 8

DS_TOTAL_MEMORY DS_TOTAL_MEMORY 491520

DS_NONPDQ_QUERY_MEM 128 DS_NONPDQ_QUERY_MEM 122880

BUFFERPOOL and LRU configurationparameters

BUFFERPOOL default, buffers=10000, lrus=8,lru_min_dirty=50.000000,lru_max_dirty=60.500000

BUFFERPOOL default, buffers=200000, lrus=8,lru_min_dirty=50.000000,lru_max_dirty=60.500000

BUFFERPOOL size=4K, buffers=10000, lrus=8,lru_min_dirty=50.000000,lru_max_dirty=60.500000

BUFFERPOOL size=4K, buffers=200000, lrus=8,lru_min_dirty=50.000000,lru_max_dirty=60.500000

You haven't fully utilized all the available memory because the size of the sampledatabase that you were working with was small. In a production environment youcan definitely utilize more memory for the configuration of BUFFERPOOL and othermemory related parameters. ONCONFIG.%INFORMIXSERVER% file is located at%INFORMIXDIR%\etc directory.

You would have to restart the database instance by stopping and starting thedatabase service in the Windows services after making these changes in theONCONFIG file.

Apart from tuning the ONCONFIG file, the following best practices should beconsidered.

• Have enough free-space in the root DBSpace.

• Do not create any user databases in the root DBSpace.

• Move logical and physical logs out of the root DBSpace and create themin a separate user DBSpace.

• Tune your logical and physical log size as per your productionrequirements.

• Take regular backups of your production database instances.

Section 7. OpenAdmin Tool for monitoring andadministration

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OpenAdmin Tool (OAT) is a PHP-based Web browser administration tool formanaging one or more Informix database servers, as shown in Figure 14. TheOpenAdmin Tool for Informix provides the ability to monitor and administer multipleInformix database server instances from a single location.

You can download the OpenAdmin Tool one-click installer bundle which comes witheverything that you need to get OAT up and running. You can install OAT either onthe database server or on a client Windows machine.

You can find more information about capabilities of OAT and download a free copyof the latest version in the Resources section.

Figure 14. OpenAdmin Tool interface

(View a larger version of Figure 14.)

Recommended practice: You should not install OAT on the Cognos ExpressServer. Instead, you should choose a different location such as the database serveror another Windows client machine.

Section 8. Conclusion

By following the steps outlined in this tutorial you can now successfully plan, install,configure, and deploy Cognos Express version 9 with Informix version 11.50 runningon the same server, or a remote Microsoft Windows 2003 server. We hope it washelpful in learning about what it takes to successfully deploy Cognos Express

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software with Informix on Windows. Stay tuned for the second part of the tutorialseries in which we cover the steps involved in successfully deploying Cognos BIServer software with Informix 11.50 as a content store and data source.

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Resources

Learn

• Use an RSS feed to request notification for the upcoming tutorials in this series.(Find out more about RSS feeds of developerWorks content.)

• Visit IBM Cognos Express home page for more information on Cognos Expresssolution offering

• Visit IBM Informix home page for more information on Informix product offerings

• Visit IBM Informix v11.50 Information Center for the latest information onInformix 11.50 Software.

• Read the developerWorks article by Carlton Doe for the latest information onInformix 11 software editions.

• Download the IConnect software.

• Read the instructions on installing IIS 6 on Windows Server 2003.

• Go to the Informix 11.5 Information Center for more information on Setnet32.

• You can find more information about capabilities of OAT and download a freecopy of the latest version at www.openadmintool.org.

• Learn more about Information Management at the developerWorks InformationManagement zone. Find technical documentation, how-to articles, education,downloads, product information, and more.

• Stay current with developerWorks technical events and webcasts.

• Follow developerWorks on Twitter.

Get products and technologies

• Download IBM Informix Server evaluation versions to try Informix for yourself.

• Download a trial version of IBM Cognos Express.

• Build your next development project with IBM trial software, available fordownload directly from developerWorks.

• Evaluate IBM products in the way that suits you best: Download a product trial,try a product online, use a product in a cloud environment, or spend a few hoursin the SOA Sandbox learning how to implement Service Oriented Architectureefficiently.

Discuss

• Participate in the discussion forum for this content.

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• Check out the developerWorks blogs and get involved in the developerWorkscommunity.

About the authors

Sreeni PaidiSreeni Paidi is an Enablement Consultant with the IBM InformationManagement Technology Ecosystem organization. Sreeni has about 15years of experience working on DB2, Informix, Oracle, PostgreSQL,and SQL Server database servers as a Database Programmer, DBAand an Integration Architect. Sreeni is part of a worldwide team thatprovides technical skills and consulting services to help businesspartners and customers accelerate the integration of IBM datamanagement software with their applications.

Jeffrey WilliamsonJeffrey Williamson is a Senior Consultant and Southern CaliforniaMarket Lead for JCB Partners. Jeffrey has 4 years of experienceimplementing IBM Cognos Analyst, IBM Cognos Contributor and IBMCognos TM1 as both a builder and a design architect. He has workedwith clients in a wide range of industries including pharmaceutics,gaming and hospitality, retail, and restaurants. He is part of a team thathelps organizations optimize the resources they have and better aligntheir time and skills with the value of the organization.

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