Create a metric package

Before users can use Metric Studio, you must create at least one metric package using the New Metric Package wizard. A metric package is an IBM® Cognos® Connection representation of a Metric Studio application. A metric package contains connection information, reports, and metric management tasks for that application. The metric package content is stored in a metric store.

You open the New Metric Package wizard from the toolbar in IBM Cognos Connection. Use the wizard to define the metric package name and the data source connection to the metric store. For a new metric store, you also provide the information necessary to initialize the database, including the start and end dates of the fiscal year.

When you create a metric package, it contains several default reports. If Report Studio is installed, you can open these reports in Report Studio. If not, you can open them in IBM Cognos Viewer. For more information about IBM Cognos reports, see Reports and Cubes.

Before you begin

To create metric packages, you must have execute permissions for the Metric Studio Administration secured feature and traverse permission for the Administration secured function.

Procedure

  1. In IBM Cognos Connection, click the New metric package button New metric package icon.
  2. Type a name and description for the Metric Studio application to represent this metric package, and click Next.
  3. Click New data source.
  4. Type a name and description for the data source connection for the metric store that contains the content for this metric package, and click Next.
  5. In the Type box, click the database type.
  6. Select the isolation level, and click Next.
  7. Specify the information required for your database type.
    • If you are using a Microsoft SQL Server database:
      1. Enter the name of the database server. For example, server_name or server_name\instance_name if there are multiple instances of Microsoft SQL Server. If you are not using the default port number 1433, use server_name,port.
      2. Type the database name.
      3. Select Signons.
      4. Select the Password and Create a signon that the Everyone group can use check boxes, and type the user ID and password of the user account with access to the database.

      The user account must have the default language set to English.

    • If you are using an Oracle database:
      1. Enter the connection string.
      2. Select User ID.
      3. Select the Password and Create a signon that the Everyone group can use check boxes, and type the user ID and password of the user account with access to the database.
      4. Optionally, configure a JDBC connection for data source by adding a connection type of Service ID, and specifying the required values for the server name, port number, and Oracle service ID in the appropriate fields. If you are using AIX, a JDBC connection is required.
    • If you are using an IBM DB2® database:
      1. Enter the name of the database as defined in the IBM DB2 client.
      2. Select User ID.
      3. Select the Password and Create a signon that the Everyone group can use check boxes, and type the user ID and password of the user account with access to the database.
      4. Optionally, configure a JDBC connection for data source by adding the server name, port number, and database name in the appropriate fields. If you are using AIX, a JDBC connection is required.

      In most cases, a collation sequence is not required. If you want to provide one, ensure the value that you enter is the same as the collation sequence specified when the database was created. For information about collation sequences, see the database documentation.

    Tip: To test whether the parameters are correct, click Test the connection.
  8. Click Next and then click Finish.
  9. Click the new data source and click Next.
  10. Click Next and follow the prompts to provide the information necessary to initialize the database. When you see the page that summarizes the data source details and the metric store settings, click Initialize.
  11. Select Open this package with Metric Studio after closing the wizard and then click Finish.

Results

Metric Studio opens, and the new metric package appears in IBM Cognos Connection.
Parent topic: Metric Studio Metrics