The Welcome Kit
The IBM® Planning Analytics Welcome Kit file contains a set of account and system information that is unique for your Planning Analytics system.
Download the initial IBM Planning Analytics Welcome Kit
The process for downloading your initial IBM Planning Analytics Welcome Kit is as follows.
- IBM Planning
Analytics administrators receive an email, which
includes an invitation to a Box@IBM folder.
The IBM Planning Analytics Welcome Kit is downloaded from the Box@IBM folder. The folder contains Welcome Kits for all your production and non-production environments, and is named Your_name (Planning Analytics on Cloud).
- To download the Welcome Kit, you need a Box@IBM account.
- If you do not have a Box@IBM account, sign up for an account at https://account.box.com/signup/n/personal. You receive an email with access information from noreply@box.com. Then you receive a Welcome email from the fopmnews@us.ibm.com.
- Log in details if you already have a Box@IBM account:
- If you don't have an IBM email address
- https://account.box.com/login
- If you have an IBM email address
- https://ibm.ent.box.com/
- If you are unable to access Box@IBM, open a support case from the IBM support portal https://www.ibm.com/mysupport/ and ask to receive the IBM Planning Analytics Welcome Kit by email.
- In Box@IBM, you have view permissions to the folder, and you cannot see who has access to the folder. If you want to see a list of people who have access to the Box@IBM account, or to change who has access, open a support case.
- To be notified of a new or changed file in the Welcome Kit, enable email notifications with the
following steps.
- Log in to your Box@IBM account and go to your Welcome Kit folder.
- Click
and select Settings.
- In the Email and Notifications section, select Override default settings for this folder and all subfolders.
- Under Notify me when someone, select Uploads.
- Click Save Changes.
Contents of the Welcome Kit
The information includes the main user account credentials, system addresses, and URLs that you use to connect to one specific Planning Analytics system.
The file for the Planning Analytics Welcome Kit uses the following naming format:
customername - IBM Planning Analytics Welcome Kit date.zip
A typical Planning Analytics system includes the following account and system information:
- Planning Analytics system address
- The unique system address for your Planning Analytics system.
- User account names and passwords
- Each Planning Analytics system includes multiple
user accounts.
- Cognos® Command Center agent account
- Username and password for the Cognos Command Center agent.
- Non-interactive TM1 account
- User account information for use in the LDAP namespace. You can use account information when you have automation tools and processes that are scheduled or require the username and password to be non-interactive.
- Shared folder account
- Username and password for File Transfer Protocol Secure (FTPS) and Windows file sharing with the shared folder on your Planning Analytics system.
- URLs for Planning Analytics web-browser-based applications
- You can provide these URLs to your users so they can access the related Planning Analytics web-based applications from their web
browsers.
- Planning Analytics Workspace
https://www.planning-analytics.cloud.ibm.com
- TM1®
Web
https://customername.planning-analytics.cloud.ibm.com/tm1web/
- TM1
Applications
https://customername.planning-analytics.cloud.ibm.com/pmpsvc/
- Planning Analytics Workspace
- URLs for Planning Analytics web-connected applications
- Use this information to configure a remote data connection for the following application.
- IBM Planning
Analytics for Microsoft Excel
https://customername.planning-analytics.cloud.ibm.com
- IBM Planning
Analytics for Microsoft Excel
- Shared folder information
- User account information for File Transfer Protocol Secure (FTPS) and Windows file sharing with the shared folder on your Planning Analytics system. This information includes username, password, and addresses assigned to your shared folder.