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Motio, Inc. MotioPI User GuideMotio Proprietary and Confidential

Copyright information Copyright 2020 Motio , Incorporated. All rights reserved.Published in the United States of America by Motio , Inc.This documentation may not be copied, photocopied, reproduced,translated, microfilmed, or otherwise duplicated on any medium withoutwritten consent of Motio , Incorporated.Use of the software program described herein and use of thisdocumentation are subject to the MotioPI Software License Agreement.MotioPI, MotioPI Professional, Cognos , and all other product namesreferenced herein are trademarks of their respective companies.Microsoft Excel is a registered trademark of Microsoft Corporation.Motio , Incorporated makes no representations or warranties withrespect to the contents or use of this manual, and specifically disclaimsany express or implied warranties of merchantability or fitness for anyparticular purpose. Further, Motio , Incorporated reserves the right torevise this publication and to make changes to its content at any time,without obligation to notify any person or entity of such revisions orchanges.Software version: 3.2.2Targeted Cognos version: Cognos Analytics ("Cognos 11")Publication date: February 10, 2020Motio Proprietary and Confidential

MotioPI User Guide Contents 5ContentsAbout this product.9What's new in MotioPI 3.2.2. 9About this guide. 11About interface changes introduced in IBM Cognos Analytics. 11Assumed expertise for use of this product. 11Conventions and notation. 12Related documentation.12Chapter 1. Installation. 13MotioPI 3.2.2 System Requirements.14Installing MotioPI on a Windows system. 15Using your own JRE.18Installing MotioPI on a Linux-based system. 19Upgrading from the free version of MotioPI to MotioPI Professional. 19Chapter 2. Connecting MotioPI to Cognos.21Starting MotioPI for the first time.22About the "Unable to Check for Program Updates"/Proxy Settings dialog box.23The Connection Settings section. 24About the Cognos dispatcher. 25Tips on locating the portal (or, gateway) URL.27Login Options section.29Alternative Login.29Logging in to a single sign-on environment. 30Acquiring your CAM passport using JavaScript. 32Chapter 3. The MotioPI user interface.35General settings.36Program preferences. 36Backups.42Deleting a backup. 43Top menu items. 43Menu items in the File menu. 43Menu items in the Edit menu.44Menu items in the Links menu. 45Menu items in the Help menu. 45Viewing Cognos content size.46Panels.46Plug-in panels. 48Chapter 4. Querying content.51Available filter types. 52About regular expressions (Regex).53Selecting search scope. 55Using the Browse Content tab of the Search Scope dialog box. 55Using the Search My Content tab of the Search Scope dialog box. 56Using the Advanced tab of the Search Scope dialog box. 58Querying content [Content panel].59Preparing a query to view objects in the content store.60Motio Proprietary and Confidential

6 MotioPI User Guide ContentsSubmitting your query and viewing the results on the Content panel.66Gathering information about the Cognos installation [Environment panel].67Querying the content store using the Environment panel. 68Gathering information about the execution of schedules saved in the content store [Schedule panel]. 70Querying for schedule information.70Viewing the run history of any schedule or job [Execution Time panel]. 74About Cognos run history. 74Querying the run history of a schedule or job. 74Gathering information about the contents of users’ My Content [User Content panel]. 76Querying My Content content. 76Querying Cognos output.80Editing a filter for a Cognos Output panel. 82Submitting your query and viewing the results on the Content panel.83Chapter 5. Performing bulk updates with MotioPI Professional.85Searching and replacing text [Search and Replace panel] .86Selecting objects to target your search . 86Entering Search & Replace panel search criteria . 94Previewing a search and replace action .98Running the replace action in the Search and Replace panel .100Searching and replacing properties [Global Search and Replace plug-in panel]. 100Loading the Global Search & Replace plug-in panel.101Selecting target objects for a global search and replace. 103Selecting search scope in the Global Search & Replace Plugin panel.105Entering global search and replace criteria for properties. 110Previewing a global search and replace action.111Running the replace action in the Global Search and Replace Plug-in panel.112Updating content in many reports simultaneously [Templatizer panel] .113Selecting an object to use as a template .113Selecting components to modify in the target objects .115Selecting target objects for use with the Templatizer panel . 117Previewing potential changes on the Templatizer panel .119Applying the Templatizer template to the target objects . 120Modifying notification lists for schedules and jobs [Schedule Delivery panel] .121Selecting objects to query for associated schedules .121Editing a filter for the Schedule Delivery panel .122Previewing changes in the Schedule Delivery panel .125Running a schedule modification on the Schedule Delivery panel . 127Changing general preferences for target objects [Property Distributor panel] . 127Preparing the template for use with the Property Distributor panel .128Selecting target objects for a property distribution . 130Previewing changes in the Property Distributor panel .133Running the property distribution . 134Converting Query Studio and Analysis Studio Objects to Report Studio Objects. 134About the new plug-in panels.134About the Query Converter plug-in panel.134About the Reference Replacer plug-in panel.138Chapter 6. Models. 141Viewing the spec of a model using the Package Selector. 142Viewing the spec of a model by loading a CPF file .142Editing a model in Microsoft Excel format . 143Exporting a model for editing in Microsoft Excel format .143Motio Proprietary and Confidential

MotioPI User Guide Contents 7Importing a model from a revised Microsoft Excel file . 145Saving a Framework Manager project in the Model panel. 145Publishing a Framework Manager project in the Model panel .145Editing nodes in the Model panel output tree . 146Saving a published package locally.148Viewing a retrieved spec in a different locale.148Chapter 7. Viewing specifications.149Viewing the specification of an object. 150Saving or copying the specification of an object.150Finding content within a specification. 150Chapter 8. Verification. 151Validating the specification of a report [Validation panel]. 152Package synchronization.152Validating specifications.152Gathering information about objects that have no valid owner [Orphaned Objects panel]. 154Querying for orphaned objects.155Taking ownership of an orphaned object. 157Chapter 9. User accounts and permissions. 159Changing the Cognos user experience for one or more user accounts [User Preferences panel]. 160Adding a user account [User Preferences panel].160About the General tab in the User Preferences panel .164About the Groups/Roles tab of the User Preferences panel . 165Seeing what a user can access in the content store [User Access panel].166Querying for user access information.166Changing permission properties [Property Distributor panel].168Preparing a permissions template for use with the Property Distributor panel . 169Selecting target objects for a permissions distribution .172Previewing permissions changes before running the permissions distribution .174Distributing the permissions .175Motio Proprietary and Confidential

8 MotioPI User Guide ContentsMotio Proprietary and Confidential

About this productMotioPI empowers IBM Cognos administrators, report authors, and modelers to more effectively manage or document high volumesof information.In general, with the free version of MotioPI, you can retrieve from Cognos helpful information about your Cognos environment,but with the paid version, MotioPI Professional, you can both retrieve and modify properties and content.MotioPI offers 11 panels of free software utilities to help you manage your Cognos environment: EnvironmentContentUser ContentUser AccessCognos OutputScheduleValidationOrphaned ObjectsExecution TimeSpec ViewerModelMotioPI Professional extends the functionality of the free version, enhancing the features of the Model panel andadding the following panels: Property DistributorSearch & ReplaceSchedule DeliveryUser PreferencesTemplatizerWhat's new in MotioPI 3.2.2MotioPI 3.2.2 contains several new and improved features.All Select Object dialog boxes are now faster and can be filtered to show folders onlyNew Scope dialog boxSelected results now appear clearly in the "Search scope" table and can beeasily removedBrowsing for content is significantly fasterThe browse tree can now be filtered to show folders onlyYou can now easily search user's My Content in any panel that has a SearchScope dialog boxYou can now validate manually entered locations (Advanced tab)Global Search and Replace Plug-in panelSearch and replace on any property on an object, not just the specificationCan use regular expressions and multi-line searching, just as on the standardSearch & Replace panelCognos 11 types are now available in theProperty Distributor panelDashboards, stories, and data sets are now available as template and targetobjectsPreviously unavailable types are now available: agent reports, data modules,workspace tabs, and uploaded filesMotio Proprietary and Confidential

About this guideTarget Audience and Document ConventionsAbout interface changes introduced in IBM Cognos AnalyticsThis guide was written for MotioPI running on IBM Cognos Analytics and so discusses the user interface in those terms.MotioPI 3.2.2 can detect what version of Cognos you are connecting to. The MotioPI interface dynamically adjusts in subtleways to match the terms used in your version of Cognos.Pre-Cognos Analytics termCognos Analytics termMy FoldersMy ContentPublic FoldersTeam ContentIBM Cognos ConnectionReplaced with simplified interface (My Content and TeamContent sections)Assumed expertise for use of this productMotioPI was designed for use by Cognos administrators. This topic lists some of the skills and knowledge assumed of users ofMotioPI.Motio recommends the skills and expertise listed here, in order to use the full power of MotioPI. The more related skills andexpertise a user has, the more this product can benefit that user.Table 1: Assumed areas of expertise for users of MotioPIImportanceAreaExpertiseRequiredIBM Cognos BusinessIntelligence or IBMCognos Analytics Knowledge of administering an IBM Cognos installationUser roles, groups, and capabilitiesNamespaces, deploymentManaging content in the content storeHelpfulSystem administration Knowledge of the operating system(s) on which your BIenvironment residesBest practices regarding data management, retention policy, andbackup practices For using advancedMotioPI featuresDatabaseadministration Knowledge of creating and maintaining relational databases andmultiple-database knowledge systemsExperience with database types, such as OLAP, Active Directory,Oracle, SQL, and so onProgrammingtechniques Helpful, as backgroundBusiness intelligenceKnowledge of how business analysts use data-based reports andqueries to gain actionable business insight to recommend action todecision makers.Nice to haveOther Motio productsKnowledge of other Motio products is beneficial, but is not required.Familiarity with search and replace concepts and termsKeywords, "wildcards," and regular expressionsMotio Proprietary and Confidential