Copy the file IBM_PAfE_x64_2.0.82.5.xll to a folder on your laptop – like c:\program files.
Right click on the file IBM_PAfE_x64_2.0.82.5.xll and select create “short-cut”
Click Yes on above question, and place the shortcut on your desktop.
You should now get a icon like above – click on this icon to start PAFE (new pax) on your laptop.
If you inside excel get a sheet with garbage characters – then you have downloaded wrong bit version, like if you use 64 bit version in 32 bit excel version.
Inside Excel click on Planning Analytics and options.
Click on IBM and then ADD button.
Enter the full URL to your PAW server. Check your company server-name for your PAW server. This is what you need to get the pafe to work.
Click TEST connection and then save.
You may need to inside Excel, allow the xll file to be run by “Enable all code published by this publisher” inside file – options – trust center.
Before you can publish a excel workbook with buttons, to TM1WEB, you need to save it as a .xlsm file. then you can click publish it to TM1 application folder.
After you publish it, you go back into publish dialog, and right click your tm1websheet and select “public” to make it accessible for all users.
by Roger·Comments Off on Error: Prolog procedure line (0): Unable to open data source ” “.
Product:
Planning Analytics 2.0.9.13
TM1_version=TM1-AW64-ML-RTM-11.0.913.10-0
Microsoft Windows 2019 server
Issue:
Can not read data from ODBC connection in TI process.
Solution:
Check that the ODBC connection still exist, and that the TM1 service have access to the ODBC connection.
How setup a ODBC connection for TM1:
On the server go to control panel – administrative tools – ODBC data source (32 bit).
Click on system DSN tab.
Click on Add button.
Select SQL server native client 11.0 and press Finish button.
Fill in a name and a server-name, that you can connect to the database on.
Enter a SQL native login, that you can use to test the connection with.
Click next – next – finish.
Click Test data source button, you should get this if you did correct:
Microsoft SQL Server Native Client Version 11.00.5058
Running connectivity tests…
Attempting connection Connection established Verifying option settings Disconnecting from server
TESTS COMPLETED SUCCESSFULLY!
Now go into you TM1 application, and create a new TI process.
Select ODBC as data source, and pick your ODBC from the list.
Enter a working SQL native username and password.
Enter a SELECT SQL statement, that you have tested in SSMS, that it works to bring some data back.
Press Preview to check that the SQL connection work – you should see your data.
Go to variables tab.
The variables name suggestion is created from first data line, you can change them to vNames that you think is more describing. Do not use spaces in variable names.
For the lines of data that you want to use, change the Contents column to ‘Other’ as shown above. Click on Advanced tab.
Go to prolog tab, and enter some code to test this process:
# variables setup - set them all here as empty at least
sAccount = '';
# file name setup for debug text file
sFileName= 'debugfile2.txt';
sFilePath = 'c:\temp\';
sDEBUGFILE = sFilePath | sFileName ;
# get the date and time to set a stamp in the log file
# https://edu.cubewise.com/tm1-function-for-rules-timst/
sNowTime = NOW();
sDATETIME = TIMST( sNowTime , '\Y-\m-\d \h:\i' );
Then go to the Data tab, to enter code to write out the data to a file for debugging.
# set the variable from the data source to a variable in the code and print it out
sAccount = AccountDescription;
ASCIIOUTPUT ( sDEBUGFILE, sAccount, sDATETIME );
Save the process with a name that describe the function.
Run the process.
Then to check that it works, go to c:\temp and open the text file.
The value in the database for column [AccountDescription] is first, and then a date-time stamp from the code.
As we use the TM1 data source tab, we do not need to use the ODBCopen command to get the data in the data tab.
Planning analytics should work with both 32 bit and 64 bit ODBC connections on the Windows server, as below parameter is on by default.
EnableODBCProxy makes 32-bit data source names to be available to TurboIntegrator processes on 64-bit machines.
EnableODBCProxy is useful, if a 64-bit driver is not available. Each proxied connection creates a 32-bit tm1odbcproxy.exe process during the connection. EnableODBCProxy is true by default, but you can disable the feature by including EnableODBCProxy=false in the tm1s.cfg.
This give that your TM1 64 bit server can use 32 bit ODBC connections. But for best result you should use a 64 Bit connection in Windows server.
by Roger·Comments Off on How prevent user to login by mistake to TM1
Product:
Planning Analytics 2.0.9.3
Microsoft Windows 2019 server
Issue:
In a TM1 solution where CAM security with Cognos Analytics is used, user can login to the TM1WEB, as long they are validated by CA11 – but then not see anything in TM1 as they have no access in the TM1 product.
But the user leave a mark (name) in the }ClientSecurity cube. That may be registered in the ILMT software scan of TM1 license usage.
Can we prevent them from login?
Solution:
A Cognos Analytics user that run reports on TM1 data, should in most cases be good with the license of CA11 they have, and not need a license for TM1 access. TM1 access are in many license forms included in the Cognos BI license.
If you active the tm1s.cfg parameter CreateNewCAMClients=F on a TM1 Instance, then no one can login if they not are already part of the security setup.
This mean you have to manually add new users to TM1 Security in TM1 architect.
Please note: to be able to run a Cognos report with TM1 data, the user that run the report must have read rights in the TM1 cube, and therefor in most cases be registered inside TM1 security. Only when the access to TM1 is done with a special TM1 account in Cognos Data Source connection, this may not be needed.
When CreateNewCAMClients=F and a logon is attempted with a valid set of CAM credentials, but a corresponding Planning Analytics client does not exist in the security cube, the Planning Analytics client is not created and the logon is rejected.
User who have left the company or do not need access to TM1, need to be manually removed from the }Clients dimension.
Users are not automatically removed from a TM1 database – even if the TM1 database is configured for Cognos authentication. IBM Planning Analytics customers must manually remove users that are no longer licensed to use Planning Analytics and no longer should have access to the TM1 database.
Failing to remove inactive users from the TM1 database may result in over-counting the number of Authorized Users, which can lead to auditing issues.
You can also inside Cognos Analytics Configuration set that users must be part of a Cognos group to be allowed to login:
Open Cognos Configuration and under the ‘Security’ tab, click on ‘Authentication’.
Against ‘Restrict access to members of the built-in namespace?’ set the value to ‘True’. This excludes all others from third party authentication sources who are not explicitly part of a Cognos namespace group or role as defined in Cognos Analytics 11.
Save the configuration and restart the Cognos service.
Then the user can not login to CA11, and therefor also not login to Tm1 that are using CAM security (IntegratedSecurityMode=5).
IBM® TM1® Server generates IBM Software License Metric Tag (SLMT) files. Versions of IBM License Metric Tool that support SLMT files can generate License Consumption Reports that provide information about license usage for your TM1 Server.
The initial generation of SLMT files is determined by the LicenseMetricTime Tm1s.cfg parameter. When the generation of SMLT files is enabled with LicenseMetricTime, a new SLMT file is created every 24 hours.
The AUTHORIZED_USER metric
The AUTHORIZED_USER metric can have the following subtypes:
IBM Cognos Enterprise Planning TM1 Modeler – Any user that is a member of the Admin, DataAdmin, or SecurityAdmin user groups on the TM1 Server.
IBM Cognos Enterprise Planning TM1 Contributor – Any user that is not a Modeler, but is assigned to a group with write access to at least one cube on a TM1 Server. A group is defined to have write access for a cube if the group is assigned one of the following security permissions for the cube: Write, Lock, Reserve, or Admin.
IBM Cognos Enterprise Planning TM1 Explorer – Any user that is not a Modeler or a Contributor.
For each of these subtypes, the AUTHORIZED_USER metric records the number of users who have logged on to the TM1 Server during the period identified in the SLMT file.
Location of Software License Metric Tag files
On all operating systems, the SLMT files are created in the slmtag directory at the same level as the bin64 directory in the TM1 install location. For example, C:\Program Files\IBM\cognos\tm1_64\slmtag. All SLMT files use the .slmtag file extension.
I think the modern ILMT tool only reads the }ClientSecurity.cub file to find out number of users in the TM1 installation.
I want to use TM1 Data in a BI report but use TM1 security to pass through from BI. Do I need a TM1 license for the Cognos BI user? TM1 is just another data source to BI. If you want to use TM1 as a base for Cognos BI, you need to have the appropriate Cognos BI license. However, real issue is that to assign security on the TM1 data which is being passed to BI, you need to put the user in a TM1 group. For example, if you need to have cell level security, you need to set them up in TM1. If the user will not access TM1, and are only set up in TM1 to assign security, they will NOT need a TM1 user license. This is specified in the TM1 License which states that BI Analytics Users or Explorers don’t need additional authorized user entitlements to TM1. They do however, need the appropriate IBM Cognos Analytic Server license.
by Roger·Comments Off on How skip elements that are part of a subset
Product:
TM1
Microsoft Windows 2019 server
Issue:
How do i skip elements in a list/view in the data tab from a subset?
Solution:
If you have a subset named “DonaldsCoffe” that contain the stores-name that you want not to be transferred used in your data tab, in the TM1 TI process.
Use below statement to check if the element exist in the subset, and if it does skip that data.
IF ( DIMIX ('DonaldsCoffe', vElementName) <> 0);
Itemskip;
ENDIF;
In case you use =0 in above IF statement, that is that you will skip all elements that are not in the list.
DIMIX returns the position of the element in the subset list. 0 (zero) means the element is not in the list.
The comparison operators compare values in the formula portion of a rule calculation statement.
Operator
Meaning
>
Greater than
<
Less than
>=
Greater than or equal to
<=
Less than or equal to
=
Equal to
<>
Not equal to
To compare two string values, insert the @ symbol before the comparison operator, as in the following example:
by Roger·Comments Off on TM1ADMSRV is not starting
Product:
Planning Analytics 2.0.9.11
Microsoft Windows 2019 server
Issue:
The TM1 Admin service is not starting. This program is not found running in task manager d:\program files\ibm\cognos\tm1_64\bin64\tm1admsd.exe.
There are no error in the log file at d:\program files\ibm\cognos\tm1_64\bin64\tm1admsrv.log.
You get this error when you start the service:
“The IBM Cognos TM1 Admin Server x64 service on Local Computer started and then stopped. Some services stop automatically if they are not in use by other services or programs.”
Solution:
Check if a other application is using the port needed by the TM1 admin service (tm1admsdx64).
TM1 admin service uses the ports:
5495
Tm1 architect contact with TM1 Admin service
5498
Tm1 architect contact with TM1 Admin service (ssl)
5895
TM1 Admin Server (REST API)
5898
TM1 Admin Server (REST API)
Checking which application is using a port:
Open the command prompt – start >> run >> cmd or start >> All Programs >> Accessories >> Command Prompt.
Type netstat -aon | findstr '[port_number]'. Replace the [port_number] with the actual port number that you want to check and hit enter.
If the port is being used by any application, then that application’s detail will be shown. The number, which is shown at the last column of the list, is the PID (process ID) of that application. Make note of this.
Type tasklist | findstr '[PID]'. Replace the [PID] with the number from the above step and hit enter.
You’ll be shown the application name that is using your port number.
You can use DOS command NETSTAT -ANO to get a list of used ports as shown above.
Then you can check what service is using that process id (pid) with above command.
If you can, stop the other application/process and then try to start TM1 admin service again.
But in most cases, you need to reboot the full windows server, to clear any runaway processes.
If the tm1admsrv.exe is blocking the start of TM1 admin service, it is because the TM1 has itself started the TM1ADMSRV as a background process – to keep the Tm1 system up, after a crash of the TM1 admin service.
3 types of rules which every consultant should know:
Allocation/Phase/Spread Rule – e.g. Allocate/phase/spread our budgeted sales across States based on the Actual Sales ratio.
Rolling Value Rule – e.g. Opening (Measure) is equal to the Closing of the prior period. Often used in the Balance Sheet or Depreciation rules.
Averaging Rule (C Level) – e.g. Averaging Percentages or Rates up all hierarchies within the cube.
As with TM1, and Platform Software in general, there are a million ways to do anything, so don’t worry if we don’t follow the methodology you are familiar with. That being said, these 3 TM1 rules are a great guide for any developer!
Allocation/Phase/Spread Rule – How to Spread a value Across Periods
This is a common requirement often seen in budgeting rules to allocate/phase/spread an annual budget across months based on Calendar Days, Working Days or Last Year’s Actual Values for the given account.
Here is a sample rule which will phase an annual budget across months based on the number of working days in each month.
There is a number of different ways to write this. For example, I could exclude the {} Months from my rule filter (scope) and filter using an ELISANC within an IF Statement to check that the month element of the current cell being calculated is a descendant of the ‘All Months’ Element but that would clutter the rule tracer when/if used later on the ‘Annual’ Element.
Feeder for Allocation/Spread Rule
Don’t you need a complex feeder with a rule like this?No. We only have to calculate a month if there is a value in the ‘Annual’ month (which is a posting element for annualised data) within the same year. Which means our feeder can simply be:
[‘Annual’,’Budget’,’$’] => [‘All Months’];
If you were writing this longhand, it would look like this:
Calculating a Balance Sheet, Net Book Value or Depreciation? This rule logic is bound to come up. This methodology is going to be slightly different depending on how you have your Time Dimension(s) set up within your cube.
Firstly there are even more possible solutions here, but we are aiming for a sustainable example. This means we will be avoiding DIMNM(DIMIX()-1) in favour of using attributes to help move around periods.
We’ll take a customer subscription calculation as our example. We’ll assume the cube for this rule has a separate Year and Month dimension.
Measures Dimension for Rolling Rule
Given a measures dimension which looks like this:
Closing Subscriptions
Opening Subscriptions
New Subscribers
Subscriber Churn (Displayed as a positive sign, aggregated with a -1 Weighting)
Attribute used on Month Dimension
We then have a clever little attribute table on the Month Dimension:
Rolling Rule
A TM1 rule can then be written which looks like this:
This is what I would class as a bare-bones rule for Rolling a Value. This should go back as far as the Year dimension’s elements will go and has not potential to create a circular reference like DIMNM(DIMIX()-1) methodology.
If you want to post an opening amount into the first month and first year within your TM1 cube you can use an additional check to see if the generated Year exists using the DIMIX function, if it doesn’t a STET will make the cell editable.
Then, the feeders for this involve the same amount of coding, but the theory may be daunting for people still learning. This is because where the rule went back across time periods to get the value, the feeder has to go forwards across time periods to push the value into the rule calculation cell.
This could be written simpler if we didn’t piggyback the same “Prior Year” Attributes and instead added new “Next Year” Attributes. The above example feeder has a minimalistic approach to attributes but is paying for it in rule complexity.
I am also using a filter of each month because I have other N level elements in my month dimension which I don’t want this rule applied to.
Averaging Rule (C Level)
C Level (Consolidation Level) TM1 rules which do averaging are very similar to normal rules but the reason we have them listed is that people don’t realize until they have to write one that a (non-zero value) countermeasure is needed and you need to use a separate measure to perform the calculation in most cases.
I’m using price and not units for my product counter as I want to average all prices regardless of if the product is sold in a specific period. However, if I wanted an average price pro-rata units sold I would back solve my revenue equation like so.
TM1’s security can be as simple or as complex as you need. We tend to start with the broadest possible definition of security and then refine it down to the specific, to the cell if required. TM1 cell security places an overhead for your administrator to manage as it can get complex, not only within a cube but also with the interaction of it with element or dimension security. This guide will take you through how to create Cell Security the right way, that minimises the overhead on your server and administrator.
Standard “Create Cell Security Cube” Method
When you right-click on a cube and select Security, you are prompted to Create a Cell Security Cube. If you do this, it will create the cube that replicates the primary cube, but with the addition of the }Groups dimension. Let’s say you have a GL cube with Time, Version, Entity, Cost Centre, Account, and Measure. Using the automated method will give you those plus }Groups.
This is a dead-simple way to create a Cell Security cube and from it you can assign cell-level security. However, if you have, say six dimensions in the underlying cube, then you’ll have seven dimensions in the resulting cube. Great flexibility, because you can assign security to any corresponding intersection to the primary cube. Huge overhead through because you have to maintain all those intersections and if you want to go down the path of having rules manage the cell security, then it could have a big hit on performance.
Customised Cell Security Cube
So what do we do? We want a cell security cube that only has the dimensions you need to assign security for the primary cube. If, from our GL cube above, we only need Time, Version, and Account for administering security, then we create a security cube with only those plus the }Groups dimension. Administering a 4 dimension cube is very much easier than a 7 dimension cube!
Create a Custom Cell Security Cube
The only way two create a customised cell security cube is via a special TI. This TI contains just two lines, namely:
This has a set of simple binary switches that enable or disable a dimension from the primary cube. So obviously, our primary cube, the General Ledger cube, here has six dimensions, they are referred to here in the exact order they are in the primary cube and are separated by a colon (one of these “:”). Finally, the zero and one switches are contained inside a single inverted comma.
Running this TI will then create a cell security cube with only the required dimensions. So, with our dimensions above, we would end up with Time, Version, Account, and }Groups in the new cube. This corresponds with the 1’s in the command in the TI.
Rules
Once the Cell Security cube has been created, then we can assign rules to it. In the rule below we have six blocks. YOU can read the annotation in the rules. Note the last one is a catch-all with the scope of []. This sets it to be for all remaining intersections not caught by the rules above.
# Set Actuals to have Write access to future Weeks only
['Actual'] = S: IF ( ELLEV ( 'Time', !Time) = 0
,IF ( ATTRN ('Time', !Time, 'FY Week No') <= DB('System Control','Current Week','Value'), STET,'WRITE')
,CONTINUE
);
# Set Actuals to be Read for historic Periods (months) up until the most recent completed Month End
['Actual'] = S: IF ( ATTRS ('Time', !Time, 'Monthend Completed') @= 'Yes', STET,'WRITE');
# Set Budget to be all Read only
['Budget'] = S: 'READ';
# Set WEEKS for Active Forecast Versions to Write from Forecast Start Week onwards
[] = S: IF ( ELISANC ( 'Version', 'Active Forecast Versions', !Version ) = 1 & ELLEV ( 'Time', !Time) = 0
,IF ( ATTRN ('Time', !Time, 'FY Week No') < DB('System Control','Forecast Start Year-Week','Value'), STET,'WRITE')
,CONTINUE
);
# Set PERIODS for Active Forecast Versions to Write from Forecast Start Week onwards
[] = S: IF ( ELISANC ( 'Version', 'Active Forecast Versions', !Version ) = 1
,IF ( ATTRN ('Time', !Time, 'FY Period No') < ATTRN ( 'Time' ,ATTRS ( 'Time', DB('System Control','Forecast Start Year-Week','String'), 'Current Period'), 'FY Period No'), STET,'WRITE')
,CONTINUE
);
# Set ALL else to READ
[] = S: 'READ';
Deleting a Control Cube
Like other Control Objects, these cubes are special and cannot be elated by the normal right-click method. They must be deleted via a TI process as well. The TI just needs to contain the following
Obviously, if you run this, it will delete any data in the cube and any rules you have written against it. So copy the rules out first if you want to re-use them!
tm1web_config.xml in folder c:\Program Files\ibm\cognos\tm1web\webapps\tm1web\WEB-INF\configuration, has the old server value hard-coded to this line ExternalUrl, it should be empty “”.
<add key="X-Frame-Options" value="2" />
<!-- When performing CAM authentication, optional redirection url override example http://127.0.0.1:9510/tm1web -->
<add key="ExternalUrl" value="" />
<!-- LogoutUrl to be executed after logout normally completes-->
<add key="CustomCAMLogoutUrl" value="" />
Update the file and save it.
More information:
TM1WEB picks up your URL, and sends it to CA11 for login, then CA11 will check if the URL you come from matches the URL listed in the file TM1WEB.HTML, if it is not listed, then you get this error.