Creating a Planning Analytics as a Service data server connection

Procedure

1. Go to the Create data server connection wizard.
   • Click the Open menu icon .
   • Click New > Data server.
2. In the field Name, type a unique name for the connection.
3. Select the IBM Planning Analytics as a Service data server type from the list of supported types and click Next.

4. If you are connecting to Planning Analytics as a Service on IBM Cloud Pak for Data:

   For IBM® Cognos® Analytics 12.1.1 and earlier releases

   1. Under Connection details, enter the database host as follows:

      https://<planning-analytics-host>/api/v0/tm1/<serverName>

   2. Under Authentication method, select either:
      • Select Use an external namespace, in the Method drop-down list and select your namespace used by IBM Cloud Pak for Data in the list,

        or

      • Use signon.

        To use this method, log into IBM Cloud Pak for Data and generate an API key. The same user name will be your Cognos user ID and the password will be your API key.

   3. Click Test connection to verify that the data server connection works, and then click Next.
      Tip: If a message starting with XTR-ERR-0005 appears, see XTR-ERR-0005 error when testing IBM Planning Analytics data source from IBM Cognos Analytics 12.0.3 (https://www.ibm.com/support/pages/node/7144464) for information about resolving the issue.

   For Cognos Analytics 12.1.2 and later releases

   1. Under Connection details, enter the database host as follows:

      https://<planning-analytics-host>/api/v0/tm1/<serverName>

   2. Under Authentication method, select either:
      • Select Prompt for the user ID and password

        or

      • Use signon.

        To use this method, log into IBM Cloud Pak for Data and generate an API key. The same user name will be your Cognos user ID and the password will be your API key.

   3. Select the Planning Analytics as a Service on Cloud Pak for Data check box to enable the Cloud Pak for Data URL field.
   4. In this field, enter the explicit URL of the Cloud Pak Platform UI (Zen).
   5. Click Test connection to verify that the data server connection works, and then click Next.

5. If you are connecting to Planning Analytics as a Service on other platforms, such as AWS:
   1. Under Connection details, enter the database host as follows:
      https://<planning-analytics-host>/api/<tenantID>/v0/tm1/<serverName>

      Note: You can find the tenantID in the URL after you log into IBM Planning Analytics as a Service.
   2. Under Authentication method, select either:
      • Use signon

        or

      • Prompt for the user ID and password.

        Enter the apikey word as the user ID and the password is the API key that is generated from within IBM Planning Analytics as a Service.

   3. Click Test connection to verify that the data server connection works, and then click Next.
      Tip: If a message starting with XTR-ERR-0005 appears, see XTR-ERR-0005 error when testing IBM Planning Analytics data source from IBM Cognos Analytics 12.0.3 (https://www.ibm.com/support/pages/node/7144464) for information about resolving the issue.
6. Optional:In the Commands tab, you can select commands that you want the database to perform. Click .

   For more information, see Command blocks.

7. Click Create.
8. Optional:If you want to load assets (also referred to as metadata) from the data server, click Load. You can also come back to this page later and load assets.
   Tip: You must load assets before you can create a data module.

   For more information, see Loading relational metadata or Loading OLAP metadata.

9. Click Done.

Results

The new IBM Planning Analytics as a Service data server appears in the Data server connections pane.