Upgrade from TM1 10.x to Planning Analytics

With TM1 you'll have more time for analysis and other valuable activities without having to give up Excel. Cubewise will show you how.

Upgrade TM1 to Planning Analytics

Planning Analytics (PA) is the next step to provide a complete planning solution on the powerful, multi-dimensional technology of TM1. With PA available in the cloud and on-premise, including various new front ends – the upgrade could seem daunting. Make use of the above roadmap to find the most suitable path for your environment.

In a previous post “Moving from TM1 to Planning Analytics is not complicated” we have busted a few myths around the upgrade. The upgrade process is similar to how in installation/upgrade was done previously. There are a few considerations to be made with regards to the user interfaces and additional functionality.

Key Decisions:

Install PA On-Premise (rather than SaaS?)
Software as a Service (SaaS) is a cloud computing offering that provides users with access to a vendor’s cloud-based software. No installations required from the client, instead the applications reside on a remote cloud network accessed through the web or an API. Through the application, users can store and analyze data and collaborate on projects.

If your business needs require on-premises to meet in-house policies then the on-premise route will be best. In this instance, you would own the software instead of leasing it.

Follow the post on Cloud vs On-Premise Deployment to get more insight into the various environments.

Move from Perspectives to PAx?

Perspectives serve as an Excel add-in that allows the user to create reports and view data from Cognos database while in the Excel environment. All reports created pre-upgrade will be functional after the upgrade.

Planning Analytics 2.0.4 is the last release that will include a separate 32 bit client installation program. Any release after 2.0.4 will not include a 32 bit installation program. However, the 32 bit version of Architect and Perspectives will continue to be include with the 64 bit client installation kit. This change will not deprecate support for 32 bit Microsoft Excel.

Planning Analytics for Excel (PAx) will give you access from Microsoft Excel to the Cognos database with superior performance over wide-area networks, which results in no need or use of Citrix. PAx has an interactive drag-and-drop interface within the familiar Excel environment.

Create reports in PAx and publish it easily to TM1Web. It is recommended to recreate Perspective reports in the PAx environment to fully make use of the updated interface. Great improvements aside from the move away from Citrix is that shortcuts like copy and paste can be used straight onto the report/input template which was not previously available.

Use Planning Analytics Workspace (PAW)?

Planning Analytics Workspace (PAW) is a web-based interface. It provides a front-end for TM1 data, with ways to plan, create, and analyze your content.

Using PAW, you can identify and understand patterns and relationships in data. PA is the biggest change and the installation is different compared to the previous versions of TM1. PAW requires a few additional components to be installed and configured. The initial versions posed a few challenges, but with newer releases the installation has become much easier.

Additionally, most clients would have to revisit their licenses and could possibly have to pay for a dedicated upgrade license to enable PAW. However, this fee applies if you use PAW and is not required for an upgrade of the server, Perspectives or TM1Web.

Use Hierarchies?

The new hierarchies will change the way you model your business as it is a fundamental shift in standard TM1 architecture. Alternate hierarchies are built manually or with a process from attributes or text values in any cube. These hierarchies act as virtual dimensions to allow us to view data in the many “characteristics” that might be associated with our dimensions (may it be products, customers etc.). Making use of alternate hierarchies will enable you to potentially reduce the number of dimensions in your cube. Therefore using hierarchies improve cube size and performance, while giving you more insight into your data.

Creating multiple hierarchies in a dimension is disabled in PA by default.

If you make use of Canvas, you can read further on alternate hierarchies in canvas.

Key Action Points:
A. Change Licences to Saas Licences
Contact your IBM business partner to review licences.

B. Purchase Workspace add-on licences
Contact your IBM business partner to review licences.

Install Configurations:
①②③④⑤⑥ Easy Standard Upgrade

  1. Make a copy of Data folders of all models.
  2. Uninstall previous version of TM1.
  3. Stop all the services related to TM1.
  4. Execute the latest version as administrator.
  5. In case you didn’t uninstall previous version then the installation will force you to do it first.
  6. Follow the instructions until the finish.
    Detailed installation document link.

①②③④ + Migration to Pax

  1. Stop all the services related to TM1.
  2. Execute the latest version as administrator.
  3. Follow the instructions until the finish.
    Detailed installation document link.

①③⑤⑧ PAW Install

  1. Execute Docker Toolbox as administrator (Windows 2012 and below) or Docker for Windows (Windows 2016)
  2. Download this version from the following link:
  3. Open and Edit the file Start.bat
  4. Adjust the value of “SET HTTP_PORT=1234” to the HttpPortNumber value configured on the cfg file of your Tm1 model.
  5. Execute this file Start.bat as administrator.
  6. On the browser, open de administrator tool ( and configure it as requested.
    Detailed installation details

①②⑦ Implement Hierarchies
Creating multiple hierarchies in a dimension is disabled in Planning Analytics Workspace by default.
Set the EnableNewHierarchyCreation configuration parameter in the tm1s.cfg file to true to enable hierarchy creation.