IBM Planning Analytics: Getting Started on Cloud Chapter 1
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IBM Planning Analytics 2.0 Getting Started with Planning Analytics on Cloud IBM Note Before you use this information and the product it supports, read the information in “Notices” on page 125. Product Information This document applies to IBM Planning Analytics Version 2.0 and might also apply to subsequent releases. Licensed Materials - Property of IBM Last updated: 2021-04-21 © Copyright International Business Machines Corporation 2009, 2021. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents Introduction.......................................................................................................... v Chapter 1. Getting started with Planning Analytics on Cloud...................................1 Planning Analytics overview........................................................................................................................ 1 Planning Analytics non-production and production environments...................................................... 1 Planning Analytics standard system...................................................................................................... 2 Planning Analytics Digital Pack.............................................................................................................. 4 Planning Analytics applications and components.................................................................................4 Planning Analytics shared folder........................................................................................................... 5 Planning Analytics account and system information.................................................................................. 6 The Welcome Kit.....................................................................................................................................6 Federated authentication ...................................................................................................................... 9 Removing TM1 admin rights...................................................................................................................9 Connecting to the Planning Analytics remote desktop...............................................................................9 Connecting with a Remote Desktop Gateway..................................................................................... 10 Manually connecting with a Remote Desktop Gateway (optional)..................................................... 12 Planning Analytics and Windows Server 2012......................................................................................... 14 Controlling access to services and shared folders................................................................................... 14 Support for IBM Planning Analytics.......................................................................................................... 16 Service level agreement terms............................................................................................................ 16 Maintenance......................................................................................................................................... 16 Accessibility features.................................................................................................................................17 Chapter 2. Running IBM components with Planning Analytics on Cloud.................21 Planning Analytics Workspace.................................................................................................................. 21 Planning Analytics for Microsoft Excel...................................................................................................... 21 TM1 Web.................................................................................................................................................... 22 TM1 Applications....................................................................................................................................... 22 TM1 REST API............................................................................................................................................ 23 TM1 Architect.............................................................................................................................................23 TM1 Perspectives.......................................................................................................................................24 TM1 Performance Modeler........................................................................................................................ 24 Cognos Controller...................................................................................................................................... 25 Cognos Command Center..........................................................................................................................25 Setting up an agent in the Cognos Command Center server.............................................................. 25 Setting up a computing resource in the Cognos Command Center server.........................................26 Setting up a non-interactive account for use in the LDAP namespace...............................................27 Setting up a computing resource for the non-interactive user........................................................... 28 Connecting on-premises or in the cloud..............................................................................................28 Cognos Command Center documentation.......................................................................................... 32 IBM Cognos Analytics................................................................................................................................32 Adding Cognos Analytics on Cloud Hosted users to the Planning Analytics server...........................32 Planning Analytics Premium Reporting users..................................................................................... 33 Creating a Planning Analytics data server connection in IBM Cognos Analytics .............................. 33 Replacing an existing Cognos TM1 data source connection with a Planning Analytics data source connection...........................................................................................................................34 Assigning user permissions with TM1 security................................................................................... 34 Upgrading from Cognos Analytics 11.0.x to 11.1.x ............................................................................34 Cognos Integration Server.........................................................................................................................34 iii Chapter 3. Administering Planning Analytics on Cloud.......................................... 37 Stopping and starting TM1 databases.......................................................................................................37 Updating content on Planning Analytics................................................................................................... 37 Managing a secure gateway.......................................................................................................................38 Managing files in the Planning Analytics shared folder............................................................................ 38 Copying local files to IBM Planning Analytics......................................................................................39 PGP encryption.....................................................................................................................................39 Loading and migrating data in to IBM Planning Analytics........................................................................ 41 Log File Retention Periods.........................................................................................................................42 Appendix A. Configuring Planning Analytics on Cloud........................................... 43 Default configuration parameter values in Planning Analytics on Cloud................................................. 43 Port numbers for Planning Analytics on Cloud......................................................................................... 43 Relative paths for ASCIIOutput and TextOutput functions...................................................................... 43 File Transfer Protocol Secure (FTPS) connections....................................................................................44 System time zone and clock settings........................................................................................................ 44 Planning Analytics language configuration............................................................................................... 44 TM1 language codes.................................................................................................................................. 45 Cognos TM1 Application Maintenance utility in Planning Analytics on Cloud......................................... 46 Replication and synchronization............................................................................................................... 46 Configuring and accessing documentation............................................................................................... 46