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TeamOne for IBM Planning Analytics

website·Indexed 32 days ago

https://succeedium.com/space/doc/

A Google Sheets add-on for IBM Planning Analytics / TM1 that enables users to retrieve and write data using TEAMONE() and MDX() formulas. Features include a model explorer, content manager for copying explorations, task automation, and the ability to view server message, transaction, and audit logs directly within Google Sheets.

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What's inside TeamOne

  1. Overview of Succeedium Planning Analytics Cloud Extension (SPACE)

    Succeedium Planning Analytics Cloud Extension (SPACE) is an extension and application designed to provide additional functionality for IBM Planning Analytics / TM1. It can be accessed via a browser extension, web application, server components, or integrations with IBM Planning Analytics Workspace. Key capabilities include model documentation, lifecycle management, model comparison, deployment, log access/search, troubleshooting, Python and Jupyter integration, scripting, automation, and AI-assisted features.

  2. Overview of Succeedium Planning Analytics Cloud Extension (SPACE)

    The Succeedium Planning Analytics Cloud Extension (SPACE) is a containerized application embedded directly inside IBM Planning Analytics Workspace (PAW). It extends IBM Planning Analytics by providing automated model documentation, change auditing, Python automation orchestration, and end-to-end version control. Because it is embedded in PAW, it operates within the existing security model and respects IBM Planning Analytics permissions.

  3. Understand the TeamOne Proxy Server architecture

    The TeamOne Proxy Server is a customer-managed component that allows the TeamOne Google Sheets add-on to securely connect to IBM Planning Analytics / TM1 environments. It is used when TM1 is not directly accessible from the browser, when traffic must be controlled via a corporate network, or when SSO login is required. It does not replace IBM Planning Analytics security; users are still authenticated and authorized via the TM1 configuration. The proxy forwards requests in memory and does not persist client data.
    Google Sheets / TeamOne Add-on
        ↓
TeamOne Proxy Server
        ↓
IBM Planning Analytics / TM1 REST API

  4. Explore and manage TM1 model objects via the Model tab

    The Model tab allows users to explore TM1 cubes, views, and dimensions (including hierarchies, subsets, elements, and attributes). It provides a context menu to generate tasks and code blocks for importing/exporting TM1 data, managing model objects, and configuring security. By default, control cubes and dimensions are hidden; they can be enabled via the top right menu button.

  5. Configure TLS/SSL for the TeamOne Proxy Server

    There are two options for managing SSL certificates depending on the network architecture:

    Option 1: Managed on the Proxy Server Use this for standalone cloud or on-premises servers without a load balancer. The proxy handles HTTPS directly, and the customer installs/renews certificates on the server.

    Option 2: Managed at the Load Balancer Use this when using a corporate or cloud load balancer (e.g., AWS Certificate Manager). The load balancer handles HTTPS and forwards trusted internal HTTP traffic to the proxy. By default, the proxy expects traffic on port 80.

    Configuration Templates: Templates are provided in the installation package and should be copied to config/default.conf:

    • config/nginx-https.conf.example (for Option 1)
    • config/nginx-http-behind-lb.conf.example (for Option 2)

  6. Access IBM PA server logs in Google Sheets

    ADMIN users can view IBM PA server Message, Transaction, and Audit logs directly within Google Sheets. The Message log is accessible via the TeamOne sidebar, while the Transaction and Audit logs are located within the sidebar menu button.

  7. Understand TeamOne deployment and data architecture

    TeamOne is deployed as a Google Workspace add-on via the Google Workspace Marketplace. Key architectural details include:

    • Installation: No server-side software is required on the IBM PA (TM1) server or the local computer. It can be pre-installed for users via the Google Admin console.
    • Data Flow: TeamOne connects directly from the user's browser to the IBM Planning Analytics / TM1 server. No data is sent to or stored on third-party servers.
    • Hosting: The add-on runs on Google Cloud Platform (GCP). Data in Google Sheets follows the organization's Google Workspace data residency settings.
    • Security: Data in transit is secured with TLS 1.2+ and data at rest is encrypted using AES-256. The product adheres to SOC 2 standards.

  8. Best practices for using the SPACE AI Assistant

    The AI Assistant should be used as a productivity and explanation layer rather than a replacement for governed review. Recommended workflow:

    1. Ask a broad question about a cube, process, or feature.
    2. Review the summary.
    3. Ask specific follow-up questions.
    4. Validate results using SPACE tools, IBM Planning Analytics, and standard review processes, especially for critical changes.

  9. Manage IBM Planning Analytics processes and chores

    The Processes tab in TEAMONE allows users to view and manage IBM Planning Analytics processes and chores. From the process menu, users can rename a process, delete a process or chore, or edit a process (though some editing functionality may be limited).

  10. Search and replace code across model objects

    Perform global searches across processes, chores, cubes, and rules. The search functionality allows users to toggle system objects and execute search-and-replace operations in a single pass.

  11. Access TeamOne features via the Extensions menu

    After installation, TeamOne is accessed through the Extensions menu in Google Sheets. This menu provides access to the TeamOne Sidebar, Configuration interface, Getting Started guide, additional tools, and the About page (which contains the current version and license information).