Create a Connection to interface with IBM Planning Analytics Cloud.
⚠️ The following exercise requires an IBM Planning Analytics user with access to IBM PA. Typically, this user is set up as a Non-Interactive Account. These accounts are provided by the IBM Planning Analytics administrator or directly from IBM when Planning Analytics is hosted by IBM. Please proceed if you have a user ID with the required access rights.
📓 There are three different types of authentication: Basic Authentication, Windows Integrated Authentication, and Cognos Authentication Manager (CAM). All of these authentication methods are supported in the BizApp. One caveat is that CAM authentication requires the user to specify a namespace in addition to the username and password.
With the required credentials to access IBM PA, please follow these steps:
Step 1: Add a Connection
📓 Perform Step 1 for a new Connection. If reusing a Connection, skip to Step 1A.
To add a new Connection, or view an existing OneCloud Connection, click the Connections tab on the navigation pane on the left of the page.
Click on the (+) button in the lower, right-hand corner.
Under BizApp, select IBM Planning Analytics TM1 for this demonstration.
Choose the desired Runner. Here it's CloudRunner.
Rename the Connection as desired. For this example, the name is unchanged.
Complete the "Properties" Section with the requested information.
TM1 API URL
Scroll down to confirm the Environment for "DEV" is enabled.
Click the corresponding box, as necessary.
Save the Connection.
📓 Users may opt to enable as many available Environments as desired. This security feature prevents Connections from being accessible in different Environments, which in turn limits Commands that can be executed from said Environment.
📓 Sometimes Connections may be previously established for a tenant. The gif below exhibits the parameters required to establish a Connection without filling in the information. To enable Connections for an existing Workspace or Environment(s), please see Step 1A.
Step 1A: Edit an Existing Connection
📓 While multiple Connections may be established for specific BizApps (notice the Anaplan Connections below), they are not always necessary. With one set of credentials tenants can enable different Environments. Below shows the activation of the existing BlackLine Connection for the newly created Sample Workspace for BlackLine Workspace and its Environments.
Step 2: Create a Connection for Production
📓 This second step may or may not be applicable to your Environment, but it is being performed to simulate Connection mapping in a future tutorial which is a feature with OneCloud's Lifecycle Management (LCM). If you only have a single Host Analytics Environment, then simply use the same connection credentials.
Repeat the steps above, but call the connection "IBM PA (PROD)", enable the "PROD" Environment, and disable the "DEV" Environment.
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