Installation and Configuration - IBM

IBM Planning Analytics 2.0

Installation and Configuration

IBM

Note Before you use this information and the product it supports, read the information in "Notices" on page 421.

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 2007, 2021. US Government Users Restricted Rights ? Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

Contents

Introduction......................................................................................................... xi

Chapter 1. What's new in Planning Analytics.......................................................... 1

Planning Analytics 2.0.9.7 - April 15, 2021................................................................................................ 1 Deprecated TM1 database parameters................................................................................................. 1 User modifications within CAM groups are now captured in the TM1 audit log...................................1

Planning Analytics 2.0.9.6 - March 16, 2021..............................................................................................2 Planning Analytics 2.0.9.5 - February 8, 2021........................................................................................... 3

Change to default value of FIPSOperationMode in tm1s.cfg and cogstartup.xml............................... 3 Disable DES and 3DES Ciphers in IBM Planning Analytics to mitigate false-positive security

scans.................................................................................................................................................. 3 Change in dimension hierarchy security................................................................................................ 4 Action Button is misaligned in Perspectives using Office Excel 2016 - 2019...................................... 5 Planning Analytics 2.0.9.4 - December 17, 2020....................................................................................... 6 Secure Shell URL support in Git integration.......................................................................................... 6 HTTP proxy support in Git integration................................................................................................... 7 Improved member selection in query to TM1 Server when using multiple hierarchies...................... 7 The chore StartTime property time is stored and represented as Coordinated Universal Time

and does not vary for Daylight Saving Time .....................................................................................8 Enhanced SQL error logging in tm1server.log....................................................................................... 8 Planning Analytics 2.0.9.3 - October 9, 2020.............................................................................................8 PMHub deprecation................................................................................................................................8 TM1 Server on Linux requires the Java shared object libjsig.so to be in the LD_LIBRARY_PATH....... 9 Planning Analytics 2.0.9.2 - July 27, 2020................................................................................................. 9 TM1 Web is no longer part of the Planning Analytics long cadence (LC) release................................. 9 New installer for TM1 Web...................................................................................................................10 Planning Analytics 2.0.9.1 - May 21, 2020............................................................................................... 10 Planning Analytics 2.0.9 - December 16, 2019........................................................................................ 10 Manage a list of TM1 databases on the TM1 Admin Server................................................................ 10 Use the ViewZeroOut TurboIntegrator function on MDX views.......................................................... 14 Use dynamic shapes and images in websheets.................................................................................. 14 Open a websheet on the active tab when you save a multi-tab websheet........................................ 15 Deprecation of TM1 Operations Console.............................................................................................15 Planning Analytics 2.0.8 - July 17, 2019.................................................................................................. 15 View process rollback and restart messages in TM1 logs.................................................................. 15 View and report on audit log data with the TM1 REST APIs............................................................... 16 Iterate through SQL rowsets to speed up drill through queries......................................................... 17 Review updates to the TM1 REST API metadata................................................................................ 18 Include user names and memory usage in TM1 Web logs................................................................. 18 Changes saved automatically in TM1 Application Web.......................................................................19 Configure login using TM1 Web URL API with Cognos Analytics security.......................................... 19 Relational data sources in TM1 Web websheets removed................................................................. 20 TM1 Package Connector removed from Planning Analytics Local......................................................20 Planning Analytics 2.0.7 - April 29, 2019................................................................................................. 20 Install IBM Planning Analytics Local on Windows Server 2019......................................................... 20 Upgrade to WebSphere Liberty Profile 18.0.0.4................................................................................. 20 Optimize the login process with a new tms1.cfg parameter...............................................................21 Monitor threads with the Top logger....................................................................................................21 Run multiple processes on their own thread with a new TurboIntegrator function.......................... 23 Prepare for changes in behavior in TM1 Server...................................................................................23

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Learn more about updates to TM1 REST APIs.................................................................................... 24 Use Git source control to deploy database assets between environments....................................... 25 Load websheets faster in TM1 Web.....................................................................................................26 Use the IFERROR Excel function in TM1 Web..................................................................................... 26 Take advantage of improved cell formatting in TM1 Web websheets................................................ 26 Check out updated TM1 Web configuration defaults.......................................................................... 27 Review deprecation notices................................................................................................................. 28 Planning Analytics 2.0.6 - October 11, 2018............................................................................................28 Upgrade to Java 8 and removal of Java 7............................................................................................29 ThirdPartyCertificateTool no longer supported................................................................................... 29 New TurboIntegrator functions to delete leaf elements from dimension or hierarchy..................... 29 New parameter to configure session timeout for TM1 Web............................................................... 29 TM1 REST API updates........................................................................................................................ 30 Planning Analytics 2.0.5 - June 25, 2018................................................................................................. 30 Local installation and configuration updates.......................................................................................30 TM1 Server updates............................................................................................................................. 31 TM1 REST API updates........................................................................................................................ 32 TM1 Web updates.................................................................................................................................33 Cognos Insight updates....................................................................................................................... 33 Planning Analytics 2.0.4 - February 16, 2018.......................................................................................... 34 Local installation and configuration updates.......................................................................................34 TM1 Server updates............................................................................................................................. 34 TM1 Performance Modeler updates.................................................................................................... 36 Cognos Insight updates....................................................................................................................... 36 Planning Analytics 2.0.3 - September 19, 2017.......................................................................................37 Local installation and configuration updates.......................................................................................37 TM1 Server updates............................................................................................................................. 37 TM1 Web updates.................................................................................................................................39 Planning Analytics 2.0.2 - June 1, 2017................................................................................................... 39 TM1 Server updates............................................................................................................................. 39 Planning Analytics 2.0.1 - February 7, 2017............................................................................................ 40 Planning Analytics 2.0.0 - December 16, 2016........................................................................................ 40 Local installation and configuration updates.......................................................................................40 TM1 Server updates............................................................................................................................. 41 TM1 Web updates.................................................................................................................................42 TM1 Performance Modeler updates.................................................................................................... 44 Cognos Insight updates....................................................................................................................... 44

Chapter 2. Planning your installation....................................................................47

Software requirements.............................................................................................................................. 47 Available installation programs................................................................................................................. 47 Available components............................................................................................................................... 49

TM1 Data Tier installation components...............................................................................................49 TM1 Web Tier installation components............................................................................................... 50 TM1 Rich Tier installation components............................................................................................... 52 Additional installation components not listed.....................................................................................53 TM1 Client Differentiation......................................................................................................................... 53 End-user clients................................................................................................................................... 54 Administration clients.......................................................................................................................... 55 Configuration overview.............................................................................................................................. 55 Default installation values....................................................................................................................56 TM1 Server and Cognos Configuration................................................................................................ 59 TM1 configuration files and parameters..............................................................................................60 User accounts for running TM1 services on Windows........................................................................ 61 Installing IBM Planning Analytics Local on Networks without domains............................................ 61 Accessibility............................................................................................................................................... 62 Keyboard shortcuts for the installation wizard....................................................................................62

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Keyboard shortcuts for Cognos Configuration.....................................................................................63

Chapter 3. Planning Analytics Local architecture.................................................. 65

Planning Analytics architecture.................................................................................................................65 TM1 Admin Server overview................................................................................................................ 66 TM1 Server overview............................................................................................................................66 TM1 files overview................................................................................................................................68 Data directory overview....................................................................................................................... 68

TM1 Web architecture............................................................................................................................... 70 Accessing multiple TM1 servers from TM1 Web................................................................................. 71 Limiting access to a single TM1 Server from TM1 Web.......................................................................71

TM1 Applications architecture.................................................................................................................. 71 TM1 Data Tier: Data..............................................................................................................................72 TM1 Web Tier: Application servers...................................................................................................... 72 TM1 Rich Tier: Web clients...................................................................................................................73

Chapter 4. Deploying Planning Analytics Local......................................................75

Deploying Planning Analytics on a single Windows computer................................................................. 75 Deploying TM1 Admin Server and TM1 Server......................................................................................... 76 Deploying TM1 Applications components on a single computer............................................................. 76 Deploying TM1 Applications components on separate computers......................................................... 77 Deploying TM1 client applications............................................................................................................ 78

Chapter 5. Upgrading Planning Analytics Local..................................................... 79

Prerequisites for upgrading....................................................................................................................... 79 Upgrading from Planning Analytics version 2.0.0.....................................................................................80 Upgrading Planning Analytics for Microsoft Excel.................................................................................... 81 Upgrading from Cognos TM1 version 10.2.x.............................................................................................81

Chapter 6. Installing Planning Analytics Local on a single computer...................... 83

Install the prerequisite software............................................................................................................... 83 Install the basic Planning Analytics components..................................................................................... 84 Use Cognos Configuration to start Planning Analytics components........................................................ 84 Run Cognos TM1 Perspectives.................................................................................................................. 85 Run Cognos TM1 Architect........................................................................................................................ 86 Run Cognos TM1 Web................................................................................................................................86 Run Cognos TM1 Application Web............................................................................................................ 86 Run Cognos TM1 Performance Modeler....................................................................................................87 Run Cognos Insight....................................................................................................................................87 Use Cognos TM1 Application Web............................................................................................................ 88 Other Planning Analytics components...................................................................................................... 88

Chapter 7. Installing the Data Tier........................................................................91

TM1 Server installation..............................................................................................................................91 Installing IBM TM1 Server on Windows.............................................................................................. 91 Installing IBM TM1 Server on UNIX or Linux.......................................................................................93 TM1 language configuration.................................................................................................................97 Advanced TM1 Admin Server and TM1 Server configuration........................................................... 100 Monitoring TM1 Server license usage................................................................................................104

Cognos TM1 tools installation................................................................................................................. 105 Cognos TM1 sample databases installation........................................................................................... 106

Using the sample databases installed by default............................................................................. 107 Using the GO_Contributor and Outdoors Company sample databases............................................108 Using the Great Outdoors Sales server samples based on the sample database........................... 108 Upgrading the samples...................................................................................................................... 115 Install and configure the Planning Analytics Administration agent (local only).................................... 116 Configure the agent for Windows...................................................................................................... 116

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