Managing files in the Planning Analytics shared folder

Manage files in your shared folder either remotely or directly within a desktop session of the cloud. If you have multiple cloud environments, you can also move files between the shared folders of each environment.

This video shows you how to access the shared folder:

The IBM Planning Analytics system provides a dedicated shared folder for your TM1 data and related files. You can manage files in the shared folder, move files between your local computer and the shared folder, and move files between the shared folders in different environments. In this video, you'll learn how to access the Shared Folder in IBM Planning Analytics.

https://youtu.be/AdrFDAeqc1c

Depending on your local and cloud environment, you can use one or more of the following methods to manage your files in the shared folder.

Accessing the shared folder from your local computer

If you want to connect to the shared folder from a remote computer, use a file transfer protocol (FTP) application that supports File Transfer Protocol Secure (FTPS). This will allow you to securely move files between your local computer and the shared folder on the IBM Planning Analytics system.

Use the FTP application with the shared folder address that was provided in the IBM Planning Analytics Welcome Kit. For example:

customername.planning-analytics.cloud.ibm.com

For more information, see Copying local files to IBM Planning Analytics.

For information on FTPS configurations used by IBM Planning Analytics, see File Transfer Protocol Secure (FTPS) connections.

Using the shared folder in a remote desktop session

If you want to access the shared folder from within the remote desktop session on the IBM Planning Analytics system, use the following path:

\\data\s

For example, open the Microsoft Windows File Explorer in the remote desktop session and enter \\data\s as the path.

Tip: The Windows Explorer tool was renamed to File Explorer in Windows Server 2012 R2.

Moving files between shared folders of multiple cloud environments

If you want to connect to the shared folder of another IBM Planning Analytics environment, use the x.x.x.x address that was provided to you.

For example, to move files between two cloud environments the general steps include:

  1. Start a remote desktop connection to the first cloud environment.
  2. Open Microsoft Windows File Explorer in the remote desktop session of the first cloud environment and enter \\data\s.
  3. Open a second instance of File Explorer in the same remote desktop session and enter the x.x.x.x address for the other cloud environment.
  4. Use File Explorer to copy and paste files between the shared folders of these two cloud environments.