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Now Available! New Welcome Kit Download Feature in IBM Planning Analytics Cloud

By Tracy Peppy posted Fri September 10, 2021 03:57 PM


The Planning Analytics team is excited to introduce the new Welcome Kit Download self-serve feature for IBM Planning Analytics on Cloud as
of Oct 4th, 2021

Today, Planning Analytics Welcome Kits are accessed though Box@IBM, requiring a Box account to be created. Any changes to the Welcome Kit are pushed to Box in a new file version and a notification is sent to customers when it is available. 

With the introduction of this new feature, subsequent versions of the original Welcome Kit received though Box will be available for self-serve download, on demand,  through Planning Analytics Administration for Account Administrators:

Here are the steps to download the Welcome Kit:
  • Login to Planning Analytics Workspace
  • Navigate to the Planning Analytics Administration tile
  • Click the Welcome Kit download icon in the top right corner. Note: Welcome Kits for all environments (primary & non primary) can be downloaded from the primary environment and will appear in a drop down list. 

  • A popup will appear, notifying you that the download is in progress but that you can still move around the application while it downloads. (you can dismiss this notification)
  • A  popup appears when the download is complete - and the Welcome Kit is accessible as a .zip file in your browser's download location. 

Important Notes:
  • This capability will only be available in IBM Planning Analytics Workspace for customers that are using the New Experience (or in Preview mode) that are the Planning Analytics Workspace Account Administrators in the primary environment
  • Information on the Welcome Kit can be found here:
  • Examples of changes that require a new Welcome Kit to be downloaded: password changes or addition of Modelers.

To prepare for this change coming into effect on October 4th 2021, we recommend reviewing the assigned Account Administrators in your environment as this role will now have access to download the welcome kit after the introduction of this self serve capability.

If you do not wish to have this feature enabled please open a case with IBM Support.