Planning Analytics Local Installation and Configuration

Introduction
This document describes how to install, upgrade, and configure IBM® Planning Analytics Local software components on Microsoft Windows and Linux operating systems.
What's new in IBM Planning Analytics
Read about what's new or updated in IBM Planning Analytics Local and components that are installed with Planning Analytics, such as Planning Analytics database, Planning Analytics Workspace, and Planning Analytics Spreadsheet Services.
Planning your installation
You can decide how to install and configure IBM Planning Analytics Local to provide the best possible performance. The installation and configuration choices that you make depend on your requirements, resources, and preferences.
Planning Analytics Local architecture
To understand the architecture of the major IBM Planning Analytics Local components, you should be familiar with your information technology infrastructure and with the business needs of people in your organization who will use Planning Analytics Local.
Deploying Planning Analytics Local
You can install and deploy components on a single computer or across multiple computers in a networked environment.
Upgrading Planning Analytics Local 2.0
You should upgrade an earlier version to the current version of IBM Planning Analytics 2.0 in stages. Follow these basic steps to upgrade.
Installing Planning Analytics Local on a single computer
This type of installation puts Planning Analytics on a single computer running the Microsoft Windows operating system and using default settings. Use this kind of installation to get up and running quickly with Planning Analytics or to install a test or evaluation environment.
Installing the Data Tier
You can install Data Tier components using the IBM Planning Analytics Local installation program.
Installing the Web Tier
You can install Web Tier components using the IBM Planning Analytics Local installation program.
Installing the Rich Tier
You can install Rich Tier components using the IBM Planning Analytics Local installation program or the TM1® client installation program.
Installing Planning Analytics Workspace Local
IBM Planning Analytics Workspace Local is a web-based interface for IBM Planning Analytics. It provides an interface to TM1 databases, with ways to plan, create, and analyze your content.
Planning Analytics Workspace Distributed
IBM Planning Analytics Workspace Distributed is an installation of IBM Planning Analytics Workspace that can be deployed in a container orchestration engine for high availability, fail-over, scalability, and fault tolerance. In a production system, you can use a load balancer in front of each Planning Analytics Workspace instance to provide a common endpoint to users.
Installing and configuring Planning Analytics for Microsoft Excel
IBM Planning Analytics for Microsoft Excel is a Microsoft Excel-based tool that professional report authors use to build sophisticated, multiple-sheet, multiple-query reports against multiple databases.
Installing IBM Planning Analytics Spreadsheet Services (TM1 Web)
You can install Planning Analytics Spreadsheet Services on a computer that is separate from the computer where you installed the TM1 Server and other TM1 or Planning Analytics components.
Integrating Planning Analytics Local with IBM Cognos software
You can integrate IBM Planning Analytics with IBM Cognos® Analytics and IBM Cognos applications. This topic summarizes some of the most typical integration approaches and includes links to the related documentation.
Planning Analytics Local security
After you install IBM Planning Analytics Local, you can configure the specific authentication and security modes that you want to use.
Configuring and maintaining Planning Analytics Local
The following topics describe advanced topics in setup, maintenance, and configuration.
Troubleshooting Planning Analytics Local
Troubleshooting is a systematic approach to solving a problem. The goal of troubleshooting is to determine why something does not work as expected and how to resolve the problem.