Administration

Checking the status of Planning Analytics as a Service

Before starting, we recommend that Subscription Administrators familiarise themselves on where to find the current status of Planning Analytics as a Service.

To do this, access the IBM SaaS Console and navigate to the ‘Status’ page (see instructions below). The IBM SaaS Console can be used manage your subscriptions and instances as well as viewing the current health of each server location, advanced notice of any Planned Maintenance, Announcements, History and Incident Reports. Click the link to learn more about the IBM SaaS Console.

Note: Administration of Planning Analytics is carried out within the Planning Analytics offering.

Navigating to the 'Status' Page

Once you have logged into the IBM SaaS Console, click the four horizontal lines you can see in the top left corner of your screen to open the side bar menu.
Then select the 'Status' tile.

Administering Planning Analytics as a Service

To administer Planning Analytics, you will need to log in to your Planning Analytics Workspace. 

You can access the correct URL for your subscription by locating your invite email from ‘service@saas.ibm.com’ and clicking the ‘Access Planning Analytics’ button

For Subscription Administrators Only

You can also access your instance via the IBM SaaS Console. To do this go to the SaaS Console, navigate to the ‘Subscriptions’ Page and click the Launch button next to your subscription

Changing Environments

A user can have access to multiple environments, for example, Development and Production. In these cases, please ensure that you select the correct environment you wish to administer before proceeding. To do this, locate the dropdown in the top right-hand corner of your screen and select the correct environment.

Accessing the Administration Page

On the Planning Analytics landing page for the correct environment, select the administration tile:

This takes you to the Administration section of Planning Analytics:

Environment Quota Tile

The ‘Environment Quota’ tile shows you at a glance how much of each part of your subscription has been used and how much is still available.

Note: For customers with more than one environment, the numbers shown here represent usage data across all environments, not just your current environment.

Databases Tile

The Databases section allows you to Add/remove/rename Databases as well as monitor and configure them.

The documentation link below walks you through how to create, upgrade, modify and backup your databases.

Manage Databases

Users and Groups Tile

The 'Users and Groups' Tile shows how many of each type of user is registered on your current environment, as well as providing information on any User Groups you have set up. 

To add users to your Planning Analytics as a Service instance follow the steps below:

Procedure

1. From the Planning Analytics Landing Page, navigate to Administration, then Users and Groups
2. Click the blue 'Add' button
   
   3. Fill in the First Name, Surname, Email and Role you would like the new user to have, then click the 'Add' button. Click here to learn more about user roles.

4. The user will then receive an email inviting them to your instance 

Groups can be created and, using the manage button, users added to them. Groups can then be used for security in both the database and for workspace assets such as Books or Apps and Plans etc.

To manage Database Security view the following documentation:
Database Security

Lifecycle Management Tile

Lifecycle Management is used to package Planning Analytics Workspace content so it can be moved from one environment to another. For example, from Development to Production. To learn more about deploying assets like Applications and Plans across environments, see Lifecycle Management.

Excel and Customizations Tile

The ‘Excel and Customizations’ tile is used to download the latest version of Planning Analytics for Excel in addition to configuring system wide pallets, fonts and themes to match your company’s branding.
To create and apply a Theme please see: Managing Themes
For further interface customization please see: Interface Customisation

Features Tile

The ‘Features’ area, is a dynamically changing list of feature flags available in the current workspace.  These options (feature flags) allow you to try a new feature that has been recently introduced before it becomes enforced in a future release (at which point it is removed from this area).

Other tasks of interest:

Join the Planning Analytics Community

Subscribe to the Business Analytics Newsletter

Planning Analytics Roadmap

IBM Ideas Portal