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Cognos licencing question reagrding email distribution

  • 1.  Cognos licencing question reagrding email distribution

    Posted Tue March 15, 2022 05:55 PM
    Apologies but this topic never seems to go away and I still don't believe I've actually seen any clarity around it. 
    So, i'm hoping that someone from IBM may be able to answer it, whilst also gauging opinions of others around what they believe to be the official position.

    The basic question is therefore..
    In a named user environment, if i schedule an individual report and send the output (pdf) to a user inside or outside of my organisation via email using the scheduling functionality. Does the recipient of the email require a licence to receive the content?

    Previously I have always understood the answer to be yes. Which causes huge problems when recommending Cognos to businesses.

    If the answer is yes! how do IBM propose this should be managed from within the product as all users by default have the ability to send emails everywhere. ( I'm aware we can specify specific domains).

    Or, is the requirement for a licence for receipt of email content, only required if the report output has been generated through bursting?

    I've tried for years to get a full understanding around this and have asked numerous account managers, support staff etc, etc.....
    But with more and more competing products allowing the functionality, its a challenge.

    Be interesting to read the responses.




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    jonathan chesterton
    NHS Supply Chain
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    #CognosAnalyticswithWatson


  • 2.  RE: Cognos licencing question reagrding email distribution

    Posted Wed March 16, 2022 03:39 AM
    Hi Jonathan,

    regarding to Rachel Sus reply here (https://community.ibm.com/community/user/businessanalytics/communities/community-home/digestviewer/viewthread?GroupId=3061&MessageKey=1cae5502-a1f4-47a7-9a50-fba5f38c5c34&CommunityKey=6b10df83-0b3c-4f92-8b1f-1fd80d0e7e58&tab=digestviewer#bm1cae5502-a1f4-47a7-9a50-fba5f38c5c34) the answer is still: yes. Whether the output is received via bursting, as a download from the Cognos portal or directly via email, the user needs a license.

    But I also have to admit that the official statement doesn't states that clearly:
    https://www-40.ibm.com/software/sla/sladb.nsf/lilookup/D82A3B8F5404959F00258760000B8233?OpenDocument

    We have had this discussion many times over the past years and we always come to the conclusion: everyone who gets an output directly from Cognos needs a license. The only workaroud is to setup a distinct dispatcher on a single server whch sends all reports and is licensed by PVU.

    ------------------------------
    Robert Dostal
    Team Leader BI
    GEMÜ
    Ingelfingen
    ------------------------------



  • 3.  RE: Cognos licencing question reagrding email distribution

    Posted Wed March 16, 2022 04:17 AM

    If you run the report, save as PDF to disk, then email that copy, the recipient does not need a Cognos License.

    If you run a burst report, as you already highlighted, all who are automatically sent a copy require a license.

    To summarise, If the report comes automatically from the Cognos server, all recipients need a license. If you send a report 'by hand' that you have run and saved, the recipient does not need a license.

    Trust this clears it up, but feel free to contact me directly if you want to discuss.



    ------------------------------
    Stephen Green
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  • 4.  RE: Cognos licencing question reagrding email distribution

    Posted Wed March 16, 2022 04:46 AM
    Morning and thanks for the reply,
    How do IBM recommend that you manage the potential for any user to send content directly to any email address? Its not feasible without trying to lock the environment down.
    I'm aware its been this way for as long as I can remember with Cognos, but the ever increasing competitive environment and flexibility of those tools with delivery of content, would now seem to be a real challenge.

    ------------------------------
    jonathan chesterton
    NHS Supply Chain
    ------------------------------



  • 5.  RE: Cognos licencing question reagrding email distribution

    Posted Wed March 16, 2022 04:50 AM
    Hi Jonathan,

    we run a monthly or even weekly update on a list of all recipients from the system. Motio PI is very helpful. I also have to admit that a nice solution is not provided by IBM. It would be great to have all recipients counted by the Cognos portal itself.

    ------------------------------
    Robert Dostal
    Team Leader BI
    GEMÜ
    Ingelfingen
    ------------------------------



  • 6.  RE: Cognos licencing question reagrding email distribution

    Posted Wed March 16, 2022 04:55 AM

    You can 'White list' domains to restrict emails from the system. Here is a link that explains it; Whitelist email domains – have more control over your security! (ibm.com)


    This feature came with 11.1.5




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    Stephen Green
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  • 7.  RE: Cognos licencing question reagrding email distribution

    Posted Wed March 16, 2022 05:46 AM
    Hi Jonathan,

    I saw another thread of this recently and Mark Fry who is ex IBM copied the part of the licence agreement into the thread. It intimated that if the content is being specially curated for a user like bursting is then the recipient would need a licence. However, it did say that if you are running content and sending the generic content via email to a number of users when that didn't require a licence.

    Its a really grey area and one that we do need IBM to clear up for us. I will send an email to our Partner Manager and see who is best to comment on this.

    Regards
    Andy

    ------------------------------
    Andrew Copeland
    ------------------------------



  • 8.  RE: Cognos licencing question reagrding email distribution

    Posted Thu March 17, 2022 08:29 AM

    I guess you are referring to this thread:

    https://community.ibm.com/community/user/businessanalytics/communities/community-home/digestviewer/viewthread?MessageKey=1ab6a70f-c26e-4aad-95fb-ca0365befed0&CommunityKey=6b10df83-0b3c-4f92-8b1f-1fd80d0e7e58&tab=digestviewer&bm=1ab6a70f-c26e-4aad-95fb-ca0365befed0#bm1ab6a70f-c26e-4aad-95fb-ca0365befed0

    No one from IBM has directly confirmed the verbiage on this grey area.



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    Fawad Jamil
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  • 9.  RE: Cognos licencing question reagrding email distribution

    Posted Thu March 17, 2022 12:51 PM
    Edited by System Test Fri January 20, 2023 04:15 PM
    It's really disappointing that you ask 5 IBM sales reps and you still won't get a clear answer, after all this time.

    Our previous reseller couldn't get a firm answer and our current reseller is "pretty sure" that:

    ANYTHING sent directly from Cognos, be it bursted or just a regular report in html/pdf/xlsx, etc to an individual, list of users, cognos distribution group or even a google distribution group, whether they're an employee or someone outside the company, whether they can log into cognos or not, MUST be counted as a licensed recipient.

    There are cheaper "distribution" licenses, especially for those who would never be able to log into Cognos, HOWEVER, be aware that IBM charges a non-trivial "conversion fee" when you try to change regular cognos users to the lower cost distribution license.

    We have a few reports that were getting sent regularly to much of the company.  We were also using Cognos as an invoicing system, sending invoices to customers, and with Events it was working really well (only sent when there was a non-zero balance).  However, of course, with the "now assumed" licensing requirements there's no way the company could afford to use Cognos in this manner period.

    So for our Invoicing we had to disable all that and used JasperSoft to write an entirely new invoicing system.  Cheaper and more flexible in the long run.

    For those reports that go to employees who are not Cognos users, we had to change the schedule to only write the output to the filesystem, then I had to write a Python program that picks up the pdf/xlsx, etc and then sends it out to a google dist group based on that specific report.

    Fortunately we only have a few report writers so it's easy to keep them "educated" on the licensing issues and they know how to use the Python system for any reports going to non-Cognos licensed users.

    Good times!

    Wayne

    ------------------------------
    Wayne Westlake
    ------------------------------



  • 10.  RE: Cognos licencing question reagrding email distribution

    Posted Fri March 18, 2022 02:58 AM
    Hi @Wayne Westlake
    I can only confirm your statement. It's nerve-wracking communication with IBM regarding this subject and you rely heavily on the knowledge of your business partners.

    I can understand why IBM charges a fee for remote recipients (old name for the license) as they say: IBM software is involved creating the email thus you need a license. Ok then, but why don't they offer graded bundles? Let's say up to 100/500/100/5000/unlimited recipients per environment​ and charge a fee for this bundle? The PVU option can get really pricey - we once called IBM for an offer and declined right away. Way too much money just for sending emails!

    And the most important point is still that when competing with other (BI) vendors on the market, it is hard to explain to customers why they should pay for simple emails while competitors does not.



    ------------------------------
    Robert Dostal
    Team Leader BI
    GEMÜ
    Ingelfingen
    ------------------------------



  • 11.  RE: Cognos licencing question reagrding email distribution

    Posted Fri March 18, 2022 04:45 AM
    Thanks for the responses to this question so far, its good to see that  my understanding since getting hold of Cognos 8 all those years ago (though a little grey and murky in places) still appears to be correct.

    Sadly though for me, it also paints a picture of one of the big problems that Cognos has when being compared to competing products and the challenge that many of us appeared to have experienced internally with our own businesses or whilst recommending the product to external businesses. 

    The justification that to send an email, containing your data, from a Cognos environment that you have already invested in heavily, requires a direct recipient to hold a licence, whilst competing products do not, is very unpalatable and feels as though its stuck in the dark ages.

    Come on IBM, your product is still one of the best in the market, but your are holding it back , we need this brake taking off.

    Is it possible to raise this collectively with IBM to ask them to remove this barrier? I've tried the RFE route before ( rejected).

    ------------------------------
    jonathan chesterton
    NHS Supply Chain
    ------------------------------



  • 12.  RE: Cognos licencing question reagrding email distribution

    Posted Fri March 18, 2022 05:21 AM
    Hi Jonathan,

    Have you looked at going down the PVU route instead for those mass users.
    I have a client who we are configuring Cognos to use one of the dispatchers under a PVU licence to send all burst content through and also provide any access to already run content through the Analytics Viewer licence. They have bought 400 PVU which allows them a 4 CPU dispatcher and we have configured it using a Server Group, a Cognos Group Tag and a routing rule. That way if they so wish they could send the burst output to 1000 users and not require a licence for them as the PVU licence covers it.

    Regards
    Andy

    ------------------------------
    Andrew Copeland
    ------------------------------



  • 13.  RE: Cognos licencing question reagrding email distribution

    Posted Fri March 18, 2022 05:30 AM

    Hi Andrew,,

    that is correct, but unfortunately the setup is not suitable for all on-premise customers. If your reports are based on relational data sources or Power Cubes, it's not a problem. If you are using Dynamic Cubes, there is an issue because the cubes have to run on the specific dispatcher that runs the reports. That means, it is not possible to create a small dispatcher server with only 4 cores to send emails based on Dynamic Cubes, as these cubes require massively more hardware.

    I know it's not a common setup but I'm one of those customers which runs 100% Dynamic Cubes…



    ------------------------------
    Robert Dostal
    Team Leader BI
    GEMÜ
    Ingelfingen
    ------------------------------



  • 14.  RE: Cognos licencing question reagrding email distribution

    Posted Wed March 23, 2022 10:10 AM
    Hi Jon,

    I still stand by the reply I gave originally - that the official license documents are the final word on this. The license documents say that any content delivered using the bursting feature requires the recipient to have a license. It doesn't say anything about having to save outputs to the filesystem or using scheduling - it explicitly refers to the bursting feature.

    Granted, I am no longer an IBMer, so I absolutely can't (and wouldn't) speak officially on behalf of IBM. However, I'm struggling to see how IBM could advocate anything that contradicts or deviates from their official (legal) license documentation? It would be good to hear from a senior product/offering manager for CA to get clarity here.

    Cheers!

    MF.

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    Mark Fry
    Technical Consultant
    ------------------------------