Migrate TM1 to Cognos Express 10.2.1

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wilsonmax
Posts: 34
Joined: Fri Feb 28, 2014 2:21 am
OLAP Product: TM1
Version: 10.1.0
Excel Version: 2010

Migrate TM1 to Cognos Express 10.2.1

Post by wilsonmax »

1) Does anyone has the experience on migrating TM1 (9/10.1/10.2) to Cognos Express 10.2.1?
2) If yes, any checklist of the things need to be aware of?
3) Is there any functions and design will be affected after migration?

Security Group
I found that there was a migration problem on security group.
It seems that the security need to be redefined.

TM1 Formula
Also, I read the Cognos Express Technical Migrations and Deployment Guide
It said that the TM1 formula in the Excel might need to be edited and pointed to the migrated instance
If so, it will take a lot of effort @@

Reference:
https://www.ibm.com/developerworks/comm ... 0014421872
Last edited by wilsonmax on Wed Jan 14, 2015 2:25 am, edited 2 times in total.
declanr
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Posts: 1828
Joined: Mon Dec 05, 2011 11:51 am
OLAP Product: Cognos TM1
Version: PA2.0 and most of the old ones
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Re: Migrate TM1 to Cognos Express 10.2.1

Post by declanr »

1/ Yes
2/ Not really a lot to worry about - The web and contributor changed a lot so its normally worth going over all that manually if you use any of it.
3/ Worth looking at the tm1s cfg file; a lot of parameters that used to be off by default will instead be on by default and vice versa; again worth just using your own cfg file to suit your needs.

Security Groups - If you didn't previously use CAM security do you need to use it now? It is the default security mode provided but you can still change it. If you do need to use CAM security just set up CAM groups with similar names to your old groups and swap the security from old to new - wouldn't take long.

TM1 Formula - No idea what is meant by this; formulas haven't changed to any extent from memory other than new ones being added. If you just mean changing DBRW etc references from "My Old Server Name" to "CXMD" then CTRL+H takes 2 seconds.

My simple recommendation would be to give yourself enough time to run the old and new models in parallel and to convince the users that it all still fundamentally works the same way. Unless you were using the web and/or contributor you wouldn't notice much of anything change; certain new config parameters make things nicer but as a starting point I would try and keep everything like for like to prove it works the same and then start introducing the neater new stuff incrementally at a later date.
Declan Rodger
wilsonmax
Posts: 34
Joined: Fri Feb 28, 2014 2:21 am
OLAP Product: TM1
Version: 10.1.0
Excel Version: 2010

Re: Migrate TM1 to Cognos Express 10.2.1

Post by wilsonmax »

Dear Declan,

Reply:
  • • Really thanks for your detailed explanation, especially the “simple recommendation”
    • I would like to consolidate the incident and knowledge of migrating TM1 Model to Cognos Express here, hoping that this could be a reference for others, too.
    • Would you mind comment on the information gathered below:
Checklist:
  • • Check that No influence to existing design
    • Check the Model size
    • Check the number of Applications
    • Check the number of Instances
    • o CX allows Single TM1 Server Instance only
    • Check CX version
    • o TM1 module in CX might not be the latest version of TM1
    • Check TM1 version
    • Configure Web and Contributor
    • CX has no limit to Applications, Cubes, Dimensions, Models, Rules design
    • CX supports Windows OS only
    • License and number of users
    • o CX allows 50 users for Performance Manager only
    • Security Groups
    • o The default security mode is CAM
      o If do not need to use CAM, use the old groups stored in existing Security Cube
      o If do need to use CAM, setup CAM groups with similar names to the old groups
    • TM1s cfg file
    • o Will use the existing cfg and just add new parameter if needed
    • TM1 Formula in Excel
    • o Check the DBRW and change the Server Name if needed
Steps:
  • • Backup both CX and TM1 environment
    • Copy the object files from TM1 to CXMD data directory
    • Restart the CX Server
    • Recreate the object security by creating groups and assigning users to them
Remarks:
  • • TM1 Models are file-based
    • TM1 migration tool (tm1xfer) might not be required
Reference:
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