Exporting CBI (Cognos) Content

Use this procedure to export your Cognos content.

• Create a folder in your file directory. For example, Deltek Cloud Import.
• Copy, but do not move, the contents for import into the newly created folder.
• If your users have My Content reports that they want to include in the import, then copy those in a folder where they can include them in the export folder.

To export your Cognos content:

1. Log on to your existing CBI portal with an administrator account.
2. Access the Administration area using any of the following methods:

   • On the Welcome screen, click Administer IBM Cognos content.

   • Go to the Welcome screen and click Manage > Administration Console.

     

3. Click the Configuration tab, and click Content Administration.

   

4. Click the New Export icon in the toolbar

   

5. Name it “<your company name> Transfer to Deltek,” and click Next.
6. For Deployment method, select Select public folders and directory content, and click Next.

   

7. In the Public Folders section, click Add....
8. Select the check box next to the folders that you want to migrate, click the yellow arrow to move the folders to the Selected entries section, and click OK.

   

9. Select the Report Output versions that you want to transfer for the Include run history and Include schedules options, and click Next.

   

   Note: Deltek recommends that you do not output versions, run history, and schedules. Including output versions may result in extremely large files to transfer. Most of the time, there are several content import requests that contain the same reports, which may cause several duplicates on schedules. The schedules will not automatically run after import since the user/credentials assigned are different from on-premise compared with cloud. It is better to exclude the schedules which are set up after migration.
10. Select the Directory content options as follows, and click Next.

    Please DO NOT include groups and roles, distribution lists and contacts, and data source connections. None of these items will work in the cloud and will need to be re-established as part of the Cognos implementation.

    

11. Select the General Options as follows, and click Next.

    

12. Leave New archive selected with the name specified, and encrypt the content of the archive, and click Next.

    

    You can also choose to not encrypt since you are transferring this over SFTP, so it will be secure during the transfer. If you choose to encrypt, you will need to provide Deltek with the password you used.

13. Verify that your selections are correct, and click Next.
14. Select Save and run once, and click Finish.

    

15. Select Now, and click Run.

    

16. Select the View the details check box, and click OK to confirm that the report was successfully exported.
    If you choose not to view the details, wait 15 or 20 minutes before moving on to the Gather Files to Migrate section.

    

17. If you chose to view the details, there is a Refresh link that you can click from time to time to check the status.

    Click Refresh until you see a results screen similar to the screen shot below. DO NOT use the browser refresh button or the portal refresh button located beside the Log Off link in the toolbar.

    

18. When complete, click Close.