Once you have gone through the PA decision tree and technical implications articles and decided to upgrade to Planning Analytics, the next important question you must ask yourself is “how do I technically do it?”. Many people are afraid of the upgrade, because of the general perception that this is a very complicated process, more time consuming than ever before. This is however not true. Of course, it requires some preparation and execution time, but generally not more than when you upgraded from 9.x to 10.x.
The following list contains information about requirements and the installation steps for Planning Analytics:
Before installing Planning Analytics, you need to make sure to back up files from the current installation of TM1.
Before you start the upgrade process, make sure that you have checked all boxes from the checklist below:
· Windows user with admin rights – you must perform the upgrade as an administrator
· Log On Settings of your TM1 services – after the installation is done, it is strongly recommended to change the “Log On as” parameters of your TM1 services to use a technical non-expiring account
Backup TM1 Configuration
If you want to re-use the existing TM1 Configuration, it is required to export the configuration to the decrypted file. Go to IBM Cognos Configuration for TM1, click on File and Export As…
Backup TM1 installation folder
If your current TM1 configuration contains SSL certificates which you want to re-use, it is recommended to backup the full TM1 installation folder to avoid any file loss.
Note that it is not needed to backup TM1 models as they stay unchanged during the installation.
Let’s do it
Download the latest installation package for Planning Analytics
Uninstall current TM1 version
Uninstall current TM1 version
- Go to Start menu, click on IBM Cognos TM1 – 64 and run Uninstall IBM Cognos TM1 as administrator to start the process
- Select the IBM Cognos TM1 package to be uninstalled
- Check “Uninstall all folders and files” and click next to start the uninstallation
- Select to restart the machine and click Finish
- After the reboot, delete the old installation folder. Default “C:\Program Files\ibm\cognos\tm1_64” (This is important as Planning Analytics will refuse to be installed to an existing path and the default path is unchanged from the previous TM1 path.)
Install Planning Analytics
- Unzip the installation package, go to winx64h folder and run issetup.exe as administrator
- Select the installation language and click Next
- Agree to the IBM License Agreement
- Choose Installation directory. Default “C:\Program Files\ibm\cognos\tm1_64”.
Note: you can select between production and non-production as environment type. (To the best of our knowledge this makes no difference to the actual installation process).
- Select the components you want to install. Typically:Note that IBM introduced the Cognos Access Manager integrated into Planning Analytics from version 2.0.6. However, if you want to use either Active Directory (AD) or Single Sign-On (SSO) integration the installation of Cognos Analytics is still required.
- Choose the shortcut folder, if needed in the Start menu
- In the Finish page of the installation wizard, click Finish.
Configure Planning Analytics
- If you exported the Cognos configuration, restore it, before opening the IBM Cognos Configuration. Go to Planning Analytics installation folder (Default: C:\Program Files\ibm\cognos\tm1_64\configuration) and locate the cogstartup.xml file. It is recommended to rename it.
- Copy the exported Cognos configuration file and paste it into the folder same folder. Rename the file to cogstartup.xml
- Open IBM Cognos Configuration and check that the setup is correct and you see all previously used IBM Cognos TM1 services
- Open Windows Services and locate the TM1 instance service. Go to the Properties and Log On tab. Change the Local System account to the technical account
- Review your tm1s.cfg files and check what’s new in Planning Analytics – read here
The upgrade from TM1 to Planning Analytics is not a difficult task, but it requires good preparation. A well-defined installation concept which addresses all aspects of your configuration should then be followed to avoid any mistakes and ultimately mitigate risk. It is recommended to perform the upgrade process on the experimental environment to test your models running on Planning Analytics.