This documentation assumes that the Windchill Business Reporting (WBR) solution (i.e. Cognos) has been successfully installed and configured. The Windchill instance name is referred to as <WindchillInstanceName>. The Cognos root URL is referred to as <WBRHomeURL>. Typically, if the WBR solution is installed on <WBRHost>, then the <WBRHomeURL> would be http://<WBRHost>/Cognos/cgi-bin/cognos.cgi. It is assumed that you can login to <WBRHomeURL> and you have sufficient Cognos privileges to view Windchill Data Source objects and create reports.

Assume you have access to the Windchill server tasks directory, <WindchillHome>/tasks, to create an Info*Engine task <MyTask> in its associated sub-directory <MyTaskPackage>. Assume that this task has already been developed and tested on another source system, <WindchillSourceHome>.

Assume you have access to the Windchill UI and the ReportTemplate, <MyReportTemplate> in the Site context of another source system, <WindchillSourceHome>.

Assume you will load a new Windchill Report object, <MyReport>, and it will use the <MyReportTemplate> to retrieve data from Windchill. It is also assumed that you will be able to create a Report object in Windchill in the Site context.

For WBR integration, you must also have access rights to update the reporting meta model.