This documentation describes how to interact with the IBM® Planning Analytics system and its TM1-related components. It also explains how to do common tasks. This documentation helps you understand the steps and features that are unique to Planning Analytics in the cloud environment.

Because the Planning Analytics system operates in a remote hosted environment, this documentation explains how to remotely interact with and connect to the Planning Analytics system. The documentation also provides an overview of the Planning Analytics system and how to work with multiple cloud environments.

Information and steps are provided about the following tasks:

  • How to run each of the programs that are provided with the Planning Analytics system.
  • How to move files between your local computer and the Planning Analytics system.
  • How to connect to the Planning Analytics system with a remote desktop session.

This documentation does not contain detailed information about each of the TM1® programs that are provided with the Planning Analytics system. Instead, a brief description of how each program works with the Planning Analytics system is provided along with links to the related documentation for these other programs.


You must be familiar with the following concepts:

  • Your TM1 data and modeling requirements
  • TM1 user security options and capabilities
  • Basic Microsoft Windows file management
  • Remote file management using File Transfer Protocol Secure (FTPS) tools
  • Remote system access using remote desktop protocol (RDP) tools

Finding information

To find documentation on the web, including all translated documentation, access IBM Documentation (

Accessibility features

Accessibility features help users who have a physical disability, such as restricted mobility or limited vision, to use information technology products. Some of the components in the Planning Analytics system have accessibility features. For more information, see Accessibility features. You can also read the Accessibility section in the documentation for each of the IBM components included in Planning Analytics.

IBM HTML documentation has accessibility features. PDF documents are supplemental and as such, include no added accessibility features.

Accessibility checklist

This product's IBM Knowledge Center documentation is hosted in the IBM Knowledge Center - Hosted Edition service. To request the current accessibility status for the IBM Knowledge Center, visit the IBM Accessibility Research information web page ( .

Samples disclaimer

The Sample Outdoors Company, Great Outdoors Company, GO Sales, any variation of the Sample Outdoors or Great Outdoors names, and Planning Sample depict fictitious business operations with sample data used to develop sample applications for IBM and IBM customers. These fictitious records include sample data for sales transactions, product distribution, finance, and human resources. Any resemblance to actual names, addresses, contact numbers, or transaction values is coincidental. Other sample files may contain fictional data manually or machine generated, factual data compiled from academic or public sources, or data used with permission of the copyright holder, for use as sample data to develop sample applications. Product names referenced may be the trademarks of their respective owners. Unauthorized duplication is prohibited.

Forward-looking statements

This documentation describes the current functionality of the product. References to items that are not currently available may be included. No implication of any future availability should be inferred. Any such references are not a commitment, promise, or legal obligation to deliver any material, code, or functionality. The development, release, and timing of features or functionality remain at the sole discretion of IBM.

Security considerations

For security considerations for IBM Planning Analytics, see Planning Analytics Installation and Configuration. Information on managing user and group authentication can be found in the Managing Users and Groups chapter of the TM1 Operations documentation.