I finally found a thread talking about our issue. Every time we apply an upgrade to PAW (local installation) we lose everything. Personal and Shared PAW workbooks, user group settings, user groups, etc. We basically have to start over. To get around this we have to give admin rights to all users and train them how to export their own workbooks. Then after the upgrade, we have to give admin rights so they can re-import their workbooks.  This time we had user groups setup in PAW and those are gone as well.  This seems completely wrong, is there a step in the upgrade process to PAW that is getting missed that would retain all the objects that are being built in PAW?

------------------------------
Jared Roberts

Original Message:
Sent: Tue February 22, 2022 05:43 PM
From: Craig Sawers
Subject: Recover Private PAW Assets

Hi Svetlana, simple case is when an employee is 'nudged' out of the business and you need to lock them out of any systems prior to letting them know for security reasons. 

+1 for the LCM backup of private assets.  Administrators should be able to select private assets, as we cannot rely on Users to routinely do these backups.
Also, I am not sure if standard users even have access to the LCM area of Administration.

Thanks,

------------------------------
Craig Sawers

Original Message:
Sent: Tue February 22, 2022 02:05 PM
From: Svetlana Pestsova
Subject: Recover Private PAW Assets

Hi Kirk,
This is correct - the LCM Export is available for either your own Personal assets or Shared folders/assets for the eligible users.
This is how we've designed it to have less noise and more privacy on WIP content in the environment.
I understandthat if the employee is leaving the org, he/she could pass the unfinished development to the group that is taken over the  development.
I could see that as an internall proccess of the knowledge transfer, but maybe you could describe the case where it'd be necessary and I'd get a better understanding.
Best regards,

------------------------------
Svetlana Pestsova
IBM Planning Analytics Product Manager

Original Message:
Sent: Tue February 22, 2022 01:46 PM
From: Kirk Stolworthy
Subject: Recover Private PAW Assets

Thanks for the response Svetlana. I hear you on the backup process. I don't think it's currently possible in LCM to export user's assets though. I can only do it for shared and my own personal folder.

------------------------------
Kirk Stolworthy

Original Message:
Sent: Tue February 22, 2022 01:36 PM
From: Svetlana Pestsova
Subject: Recover Private PAW Assets

Thank you for pointing that out Kirk,
We'll investigate as it may be an easier identity process for the "Unknown" folder management maybe with the date time stamp or some other indicators.
That functionality piece is stressing out  the importance of complex book report mnagement for the organizations.
The internal process should be considered on backing up the important book assets locally with the use of available LCM Export functionality.

Best regards,

------------------------------
Svetlana Pestsova
IBM Planning Analytics Product Manager

Original Message:
Sent: Tue February 22, 2022 11:27 AM
From: Kirk Stolworthy
Subject: Recover Private PAW Assets

I just tried and you're right. When you click on the 3 vertical dots next to a workbook under a user name or unknown nothing comes up.

I am confident this is a bug because I know it used to work for named users at least (I never tried for unknown before today).We did this almost exactly a year ago for several users when transitioning to the new experience in PAW. We were able to move the personal assets of other users to shared workbooks and upgrade the books for them, but they had to move them back to their personal books.

I'm going to create a ticket for this. Also, if anyone from IBM is reading, it's really hard to manage the unknown folders when there's a new one created for every user who is removed. I have over 50 "unknown" folders that look identical until I open each one. When I tried to delete empty folders, I get {assetname} deletion failed.

------------------------------
Kirk Stolworthy

Original Message:
Sent: Sun February 20, 2022 05:28 PM
From: Craig Sawers
Subject: Recover Private PAW Assets

Thanks for all the suggestions.

Unfortunately, when I click on the menu button (three vertical dots) for the Users / unkown asset (book or view), there are no menu items shown.  If I click on the asset I receive the error previously stated.
Any suggestions on how to move the book or set permissions without the menu?


------------------------------
Craig Sawers

Original Message:
Sent: Fri February 18, 2022 10:08 AM
From: Kirk Stolworthy
Subject: Recover Private PAW Assets

Did you already try moving the assets out of the personal folder to a shared folder? I believe that is the recommendation for termed employees.

------------------------------
Kirk Stolworthy

Original Message:
Sent: Thu February 17, 2022 05:45 PM
From: Craig Sawers
Subject: Recover Private PAW Assets

Firstly, our environment is PA on Cloud with PAW v2.0.73, and I am an Administrator of the system.
I am trying to recover a users private PAW assets (books and views). 
The user has since left the organisation.  I am able to see the users assets if I look under Home -> Users -> Unknown, but when I attempt to open the asset I get the message  'Error The dashboard cannot be retrieved.  Either it no longer exists or you don't have sufficient privileges to view it.'
I tried using the Administration -> Lifecycle Management screen to create a snapshot to see if I could recover the assets, but I only have options for Shared or my own private assets.
Can anyone advise how I can recover/share other users private assets?

------------------------------
Craig Sawers
------------------------------

#PlanningAnalyticswithWatson

Why don't you use the backup / restore procedures when upgrading?

https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=local-back-up-restore-planning-analytics-workspace

I finally found a thread talking about our issue. Every time we apply an upgrade to PAW (local installation) we lose everything. Personal and Shared PAW workbooks, user group settings, user groups, etc. We basically have to start over. To get around this we have to give admin rights to all users and train them how to export their own workbooks. Then after the upgrade, we have to give admin rights so they can re-import their workbooks.  This time we had user groups setup in PAW and those are gone as well.  This seems completely wrong, is there a step in the upgrade process to PAW that is getting missed that would retain all the objects that are being built in PAW?

------------------------------
Jared Roberts

Original Message:
Sent: Tue February 22, 2022 05:43 PM
From: Craig Sawers
Subject: Recover Private PAW Assets

Hi Svetlana, simple case is when an employee is 'nudged' out of the business and you need to lock them out of any systems prior to letting them know for security reasons. 

+1 for the LCM backup of private assets.  Administrators should be able to select private assets, as we cannot rely on Users to routinely do these backups.
Also, I am not sure if standard users even have access to the LCM area of Administration.

Thanks,

------------------------------
Craig Sawers

Original Message:
Sent: Tue February 22, 2022 02:05 PM
From: Svetlana Pestsova
Subject: Recover Private PAW Assets

Hi Kirk,
This is correct - the LCM Export is available for either your own Personal assets or Shared folders/assets for the eligible users.
This is how we've designed it to have less noise and more privacy on WIP content in the environment.
I understandthat if the employee is leaving the org, he/she could pass the unfinished development to the group that is taken over the  development.
I could see that as an internall proccess of the knowledge transfer, but maybe you could describe the case where it'd be necessary and I'd get a better understanding.
Best regards,

------------------------------
Svetlana Pestsova
IBM Planning Analytics Product Manager

Original Message:
Sent: Tue February 22, 2022 01:46 PM
From: Kirk Stolworthy
Subject: Recover Private PAW Assets

Thanks for the response Svetlana. I hear you on the backup process. I don't think it's currently possible in LCM to export user's assets though. I can only do it for shared and my own personal folder.

------------------------------
Kirk Stolworthy

Original Message:
Sent: Tue February 22, 2022 01:36 PM
From: Svetlana Pestsova
Subject: Recover Private PAW Assets

Thank you for pointing that out Kirk,
We'll investigate as it may be an easier identity process for the "Unknown" folder management maybe with the date time stamp or some other indicators.
That functionality piece is stressing out  the importance of complex book report mnagement for the organizations.
The internal process should be considered on backing up the important book assets locally with the use of available LCM Export functionality.

Best regards,

------------------------------
Svetlana Pestsova
IBM Planning Analytics Product Manager

Original Message:
Sent: Tue February 22, 2022 11:27 AM
From: Kirk Stolworthy
Subject: Recover Private PAW Assets

I just tried and you're right. When you click on the 3 vertical dots next to a workbook under a user name or unknown nothing comes up.

I am confident this is a bug because I know it used to work for named users at least (I never tried for unknown before today).We did this almost exactly a year ago for several users when transitioning to the new experience in PAW. We were able to move the personal assets of other users to shared workbooks and upgrade the books for them, but they had to move them back to their personal books.

I'm going to create a ticket for this. Also, if anyone from IBM is reading, it's really hard to manage the unknown folders when there's a new one created for every user who is removed. I have over 50 "unknown" folders that look identical until I open each one. When I tried to delete empty folders, I get {assetname} deletion failed.

------------------------------
Kirk Stolworthy

Original Message:
Sent: Sun February 20, 2022 05:28 PM
From: Craig Sawers
Subject: Recover Private PAW Assets

Thanks for all the suggestions.

Unfortunately, when I click on the menu button (three vertical dots) for the Users / unkown asset (book or view), there are no menu items shown.  If I click on the asset I receive the error previously stated.
Any suggestions on how to move the book or set permissions without the menu?


------------------------------
Craig Sawers

Original Message:
Sent: Fri February 18, 2022 10:08 AM
From: Kirk Stolworthy
Subject: Recover Private PAW Assets

Did you already try moving the assets out of the personal folder to a shared folder? I believe that is the recommendation for termed employees.

------------------------------
Kirk Stolworthy

Original Message:
Sent: Thu February 17, 2022 05:45 PM
From: Craig Sawers
Subject: Recover Private PAW Assets

Firstly, our environment is PA on Cloud with PAW v2.0.73, and I am an Administrator of the system.
I am trying to recover a users private PAW assets (books and views). 
The user has since left the organisation.  I am able to see the users assets if I look under Home -> Users -> Unknown, but when I attempt to open the asset I get the message  'Error The dashboard cannot be retrieved.  Either it no longer exists or you don't have sufficient privileges to view it.'
I tried using the Administration -> Lifecycle Management screen to create a snapshot to see if I could recover the assets, but I only have options for Shared or my own private assets.
Can anyone advise how I can recover/share other users private assets?

------------------------------
Craig Sawers
------------------------------

#PlanningAnalyticswithWatson

I finally found a thread talking about our issue. Every time we apply an upgrade to PAW (local installation) we lose everything. Personal and Shared PAW workbooks, user group settings, user groups, etc. We basically have to start over. To get around this we have to give admin rights to all users and train them how to export their own workbooks. Then after the upgrade, we have to give admin rights so they can re-import their workbooks.  This time we had user groups setup in PAW and those are gone as well.  This seems completely wrong, is there a step in the upgrade process to PAW that is getting missed that would retain all the objects that are being built in PAW?

------------------------------
Jared Roberts

Original Message:
Sent: Tue February 22, 2022 05:43 PM
From: Craig Sawers
Subject: Recover Private PAW Assets

Hi Svetlana, simple case is when an employee is 'nudged' out of the business and you need to lock them out of any systems prior to letting them know for security reasons. 

+1 for the LCM backup of private assets.  Administrators should be able to select private assets, as we cannot rely on Users to routinely do these backups.
Also, I am not sure if standard users even have access to the LCM area of Administration.

Thanks,

------------------------------
Craig Sawers

Original Message:
Sent: Tue February 22, 2022 02:05 PM
From: Svetlana Pestsova
Subject: Recover Private PAW Assets

Hi Kirk,
This is correct - the LCM Export is available for either your own Personal assets or Shared folders/assets for the eligible users.
This is how we've designed it to have less noise and more privacy on WIP content in the environment.
I understandthat if the employee is leaving the org, he/she could pass the unfinished development to the group that is taken over the  development.
I could see that as an internall proccess of the knowledge transfer, but maybe you could describe the case where it'd be necessary and I'd get a better understanding.
Best regards,

------------------------------
Svetlana Pestsova
IBM Planning Analytics Product Manager

Original Message:
Sent: Tue February 22, 2022 01:46 PM
From: Kirk Stolworthy
Subject: Recover Private PAW Assets

Thanks for the response Svetlana. I hear you on the backup process. I don't think it's currently possible in LCM to export user's assets though. I can only do it for shared and my own personal folder.

------------------------------
Kirk Stolworthy

Original Message:
Sent: Tue February 22, 2022 01:36 PM
From: Svetlana Pestsova
Subject: Recover Private PAW Assets

Thank you for pointing that out Kirk,
We'll investigate as it may be an easier identity process for the "Unknown" folder management maybe with the date time stamp or some other indicators.
That functionality piece is stressing out  the importance of complex book report mnagement for the organizations.
The internal process should be considered on backing up the important book assets locally with the use of available LCM Export functionality.

Best regards,

------------------------------
Svetlana Pestsova
IBM Planning Analytics Product Manager

Original Message:
Sent: Tue February 22, 2022 11:27 AM
From: Kirk Stolworthy
Subject: Recover Private PAW Assets

I just tried and you're right. When you click on the 3 vertical dots next to a workbook under a user name or unknown nothing comes up.

I am confident this is a bug because I know it used to work for named users at least (I never tried for unknown before today).We did this almost exactly a year ago for several users when transitioning to the new experience in PAW. We were able to move the personal assets of other users to shared workbooks and upgrade the books for them, but they had to move them back to their personal books.

I'm going to create a ticket for this. Also, if anyone from IBM is reading, it's really hard to manage the unknown folders when there's a new one created for every user who is removed. I have over 50 "unknown" folders that look identical until I open each one. When I tried to delete empty folders, I get {assetname} deletion failed.

------------------------------
Kirk Stolworthy

Original Message:
Sent: Sun February 20, 2022 05:28 PM
From: Craig Sawers
Subject: Recover Private PAW Assets

Thanks for all the suggestions.

Unfortunately, when I click on the menu button (three vertical dots) for the Users / unkown asset (book or view), there are no menu items shown.  If I click on the asset I receive the error previously stated.
Any suggestions on how to move the book or set permissions without the menu?


------------------------------
Craig Sawers

Original Message:
Sent: Fri February 18, 2022 10:08 AM
From: Kirk Stolworthy
Subject: Recover Private PAW Assets

Did you already try moving the assets out of the personal folder to a shared folder? I believe that is the recommendation for termed employees.

------------------------------
Kirk Stolworthy

Original Message:
Sent: Thu February 17, 2022 05:45 PM
From: Craig Sawers
Subject: Recover Private PAW Assets

Firstly, our environment is PA on Cloud with PAW v2.0.73, and I am an Administrator of the system.
I am trying to recover a users private PAW assets (books and views). 
The user has since left the organisation.  I am able to see the users assets if I look under Home -> Users -> Unknown, but when I attempt to open the asset I get the message  'Error The dashboard cannot be retrieved.  Either it no longer exists or you don't have sufficient privileges to view it.'
I tried using the Administration -> Lifecycle Management screen to create a snapshot to see if I could recover the assets, but I only have options for Shared or my own private assets.
Can anyone advise how I can recover/share other users private assets?

------------------------------
Craig Sawers
------------------------------

#PlanningAnalyticswithWatson

We have similar issue when migrating to another environment, that Lifecylce Management does not support migrating private workbooks of other users. There is enhancement request on this limitation in ideation portal you can vote for:

https://ibm-data-and-ai.ideas.ibm.com/ideas/PAOP-I-139

Accessing single workbooks of users works for us by moving the workbook into shared or your own private folder. Example: 

For restoring single workbooks this might be the only workaround. 

------------------------------
Dominic Köcher

Original Message:
Sent: Thu February 17, 2022 05:45 PM
From: Craig Sawers
Subject: Recover Private PAW Assets

Firstly, our environment is PA on Cloud with PAW v2.0.73, and I am an Administrator of the system.
I am trying to recover a users private PAW assets (books and views). 
The user has since left the organisation.  I am able to see the users assets if I look under Home -> Users -> Unknown, but when I attempt to open the asset I get the message  'Error The dashboard cannot be retrieved.  Either it no longer exists or you don't have sufficient privileges to view it.'
I tried using the Administration -> Lifecycle Management screen to create a snapshot to see if I could recover the assets, but I only have options for Shared or my own private assets.
Can anyone advise how I can recover/share other users private assets?

------------------------------
Craig Sawers
------------------------------

#PlanningAnalyticswithWatson

We have similar issue when migrating to another environment, that Lifecylce Management does not support migrating private workbooks of other users. There is enhancement request on this limitation in ideation portal you can vote for:

https://ibm-data-and-ai.ideas.ibm.com/ideas/PAOP-I-139

Accessing single workbooks of users works for us by moving the workbook into shared or your own private folder. Example: 

For restoring single workbooks this might be the only workaround. 

------------------------------
Dominic Köcher

Original Message:
Sent: Thu February 17, 2022 05:45 PM
From: Craig Sawers
Subject: Recover Private PAW Assets

Firstly, our environment is PA on Cloud with PAW v2.0.73, and I am an Administrator of the system.
I am trying to recover a users private PAW assets (books and views). 
The user has since left the organisation.  I am able to see the users assets if I look under Home -> Users -> Unknown, but when I attempt to open the asset I get the message  'Error The dashboard cannot be retrieved.  Either it no longer exists or you don't have sufficient privileges to view it.'
I tried using the Administration -> Lifecycle Management screen to create a snapshot to see if I could recover the assets, but I only have options for Shared or my own private assets.
Can anyone advise how I can recover/share other users private assets?

------------------------------
Craig Sawers
------------------------------

#PlanningAnalyticswithWatson

We have similar issue when migrating to another environment, that Lifecylce Management does not support migrating private workbooks of other users. There is enhancement request on this limitation in ideation portal you can vote for:

https://ibm-data-and-ai.ideas.ibm.com/ideas/PAOP-I-139

Accessing single workbooks of users works for us by moving the workbook into shared or your own private folder. Example: 

For restoring single workbooks this might be the only workaround. 

------------------------------
Dominic Köcher

Original Message:
Sent: Thu February 17, 2022 05:45 PM
From: Craig Sawers
Subject: Recover Private PAW Assets

Firstly, our environment is PA on Cloud with PAW v2.0.73, and I am an Administrator of the system.
I am trying to recover a users private PAW assets (books and views). 
The user has since left the organisation.  I am able to see the users assets if I look under Home -> Users -> Unknown, but when I attempt to open the asset I get the message  'Error The dashboard cannot be retrieved.  Either it no longer exists or you don't have sufficient privileges to view it.'
I tried using the Administration -> Lifecycle Management screen to create a snapshot to see if I could recover the assets, but I only have options for Shared or my own private assets.
Can anyone advise how I can recover/share other users private assets?

------------------------------
Craig Sawers
------------------------------

#PlanningAnalyticswithWatson