Summary
Steps for gaining access to the IDR data warehouse, additional data security (if needed), and the Cognos Analytics service.
Body
Overview
Steps for gaining access to the IDR data warehouse, additional data security (if needed), and the Cognos Analytics service.
Information
How do I get access to the IDR data warehouse and Cognos?
Before you begin, you may wish to familiarize yourself with the kind of reports that can be run in the IDR Cognos service.
Most users will only need to obtain a Cognos Analytics report user account along with Core Data security.
Step 1 - Opening a new account
To request first time access, please visit the UO Service Portal Business Application Access Request catalog entry and click the Request Access button. Select the appropriate IDR/Cognos license type, enter your Dean or Department Head for approval, and Submit the form.
Core Data is automatically granted to new accounts.
Requests are worked in order of receipt and you will receive a welcome email when your account is ready for use.
Step 2 - Adding optional data to your account
Type of data |
How to Request |
Sensitive Student Data |
Complete the UO IDR Access Form - Student Data and send to the Registrar's Office for approval. Handwritten signatures are required; electronic signatures such as “click to sign” solutions are not accepted. If an individual is unable to hand-sign the form, they may email it from their UO email account in lieu of a signature.
Prerequisites:
- Complete and pass the online FERPA training course.
- If you do not already have an active IDR/Cognos account with Core Data access, the Core Data form linked above must be submitted at the same time.
![UO IDR Access form (excerpt)](https://service.uoregon.edu/TDPortal/Images/Viewer?fileName=38bc350e-ff26-4728-8f0f-ad599af684a3.jpg)
|
Optional Private and Sensitive
Finance & HR Data
|
Complete the UO IDR Access Form - Finance and HR Data and route to the appropriate data steward(s) for approval (stewards are listed below).
Prerequisite: If you do not already have an active IDR/Cognos account with Core Data access, the Core Data form linked above must be submitted at the same time.
![Contact Information Requested form (excerpt)](https://service.uoregon.edu/TDPortal/Images/Viewer?fileName=2c281fc0-1402-4acb-a361-f04a1ea63336.png)
|
Step 3 - Adding optional department folders to your account
Departments or units may maintain their own IDR Cognos Departmental Folders in which to keep reports they have developed for internal use. In addition, within the departmental folder, they may want to create additional folders to organize and manage access to the reports.
For information on what departmental folders exist and how to request access, see the Departmental Folders article.
Data |
Data Stewards |
Core Data* |
Responsibility of all data stewards |
Finance
|
Mark McCulloch, Director, Business Affairs Office Information Systems
|
Human Resources
|
Catherine Bonomini-Smith, Senior Associate Director, HR Operations
|
Student
|
Julia Pomerenk, Asst VP and University Registrar
|
* Core Data includes non-sensitive Finance, HR and Student information |
For questions, please submit a ticket via the UO Service Portal.
Instructions for Data Stewards
Submit completed and approved data access forms to the Campus Access & Support Request service.