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1. The Business Team opens a ticket with BIA by emailing busintel@ucsd.edu

   1. The person who opens this ticket should be a Cognos report developer or a team lead with a report developer resource

   2. Include the following:

      1. Name of the data source

      2. Connection details for the data source: port and url or server name

      3. The name of the data base administrator, the person who can create username logins and passwords for the data source

      4. The Active Directory group that should have report developer access to this data.

      5. The Active Directory group that should have consumer access to this data.

2. BIA requests firewalls to be lowered between data source and Cognos

3. BIA requests a username and password for the data source

4. BIA creates the folder structure in Cognos

   1. One folder will be created to hold the in-progress data source and in-progress reports

   2. One folder will be created to hold the final data source module

5. BIA imports data into Cognos - this will be all of the data

6. Business Team models the data in a Cognos data module

   1. BIA can provide training as needed

   2. This doesn’t have to be all of the data from the data source, more can be added to later if needed

7. Business Team can combine data modules of different data sources

   1. This was the report developer can create data module joining the uploaded data source and Activity Hub packages

8. Business Team builds reports off the data module

9. Additional support needed after the data module is created can be secured by emailing busintel@ucsd.edu.

Tableau Process

The Business Team should already have a direct connection between their Tableau desktop and the Data Source

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Tableau data sources that connect to data source servers should not be created or published to a laptop or desktop.

Tableau data sources that connect to data source servers should only be created and published from a virtual machine (VM).

1. Tableau report developer opens a SNOW ticket with ITS-WorkstationLifecycle to request a Tableau virtual machine (VM).

2. Business Team models the data in Tableau desktop on the VM

   1. BIA can provide training as needed

3. The Business Team opens a ticket with ITS-AP to request the firewalls be lowered between the Data Source and Tableau Server

   1. Please include the port and url or server name

   2. In your SNOW ticket, request that the ticket be assigned to ITS-AP.

4. 1. Tableau data source should not include any vizualizations

5. The Business Team requests folders for the data source and workbooks to be published to, if they do not already exist, by emailing busintel@ucsd.edu

   1. Include the following:

      1. The Active Directory group that should have report developer access to this data.

      2. The Active Directory group that should have consumer access to this data.

6. BIA creates the folder structure in Tableau, if one does not already exist

   1. One folder will be created to hold the in-progress data source and in-progress reports (optional)

   2. One folder will be created to hold the final data source

7. Business Team builds reports off the data modulesource

8. Additional support needed after the data source is created can by secured by contacting

   1. Your local desktop support can help with technical issues between Tableau desktop and your data sourceITS-WorkstationLifecycle for issues with your VM.

   2. Your local database admin can help with security issues between Tableau desktop and your data sourceITS-AP can help with technical issues between Tableau server and your data source