Installing Planning Analytics Core Financial Applications on Planning Analytics Local

Follow these instructions to install the Planning Analytics model and the Planning Analytics Workspace interface on Planning Analytics Local.

Before you begin

The following prerequisites are required:

  • The following two servers are provisioned and software is installed:
    • Server 1: IBM Planning Analytics
    • Server 2: IBM Planning Analytics Workspace
  • The user-installer is also an administrator on both servers.

About this task

The following Planning Analytics Financial Applications model archives are available and applicable to both Windows and Linux. These archives, along with the Planning Analytics Workspace archives, are downloaded from IBM Passport advantage when you purchase Planning Analytics Core Financial Applications.

  • IBM_PA_Financial-v11.zip
  • IBM_PA_Adv_WorkForce-v11.zip
  • IBM_PA_Demand_Supply-v11.zip
  • IBM_PA_Project-v11.zip

The following Planning Analytics Workspace archives are available and applicable to both Windows and Linux:

  • IBM_PAW_Financial-v11.gz
  • IBM_PAW_Adv_WorkForce-v11.gz
  • IBM_PAW_Demand_Supply.gz
  • IBM_PAW_Project.gz

Procedure

  1. Install the Planning Analytics Financial Applications model.
    1. Log in to the server designated for Planning Analytics.
    2. Place the IBM_PA_solution name-v11 .zip archive in a designated folder.
    3. Extract the archive using the tm1xfer utility.

      The tm1xfer utility is included with a Planning Analytics installation and is located in the <pa_install_dir>\bin64 (Windows) or <pa_install_dir>/bin64 (Linix) directory. To extract the archive with the tm1xfer utility, run this command:

      On Windows, <pa_install_dir>\bin64\tm1xfer.cmd <model_archive_name.zip>

      On Linux, <pa_install_dir>/bin64/tm1xfer <model_archive_name.zip>

    4. Open IBM Cognos Configuration.
    5. Go to Data Access > TM1 Server > New Resource > TM1 Server Instances.
      TM1 server instance
    6. In the Name field, type one of the application names:
      • IBM_PA_Financial
      • IBM_PA_Adv_WorkForce
      • IBM_PA_Demand_Supply
      • IBM_PA_Project
    7. Specify the full path to the Configuration folder for the model.
      Example of a server configuration path
    8. Right-click the Planning Analytics database that was created and click Start.
      Starting the database
    9. When the database is started this message appears:
      Database startup confirmation message

      The database is ready to use.

  2. Install the Planning Analytics Workspace interface.
    1. On the Planning Analytics Workspace home page, click the Administration tile.
    2. On the Administration page, click the Lifecycle Management tile.
    3. Click the Upload icon Import icon.
    4. Drag the Planning Analytics Workspace archive IBM_PAW_solution_name.gz into the designated area, then click Import. A message appears if the import is successful.
    5. Click Deploy.
    6. Click Next.
    7. In the Folder name section, for Folder name, enter one of the names below as applicable to the solution being installed:
      • IBM_PAW_Financial
      • IBM_PAW_Adv_Work Force
      • IBM_PAW_Demand_Supply
      • IBM_PAW_Project
      Folder name specification
    8. In the Database mapping section, select the database with the same name as indicated on the left. .
      Admin UI
    9. Click Deploy
    10. Click the Home icon, and then click Home.
      Home icon
    11. The Planning Analytics application is shown on the Home page.
      Welcome page