Have you recently purchased Planning Analytics on Cloud or do you need a refresher of steps to get started? Please see a list of steps to get onboarded and to get the most out of your purchase: 

Verify login to PAW

• Accept invitation email to login to PAW - you may need to create an IBMid account to login
• If you do not have invitation email, navigate to https://myibm.ibm.com and you will see the invitation at the top of the screen

Set up support

• https://Ibm.com/support
• Your IBMid account is also used to create support cases with IBM Planning Analytics support for product related issues
• Refer to this guide to acquire support access for your organization. When acquiring support, you will use your ICN (IBM Customer Number) which is described in this link (https://www.ibm.com/support/pages/what-my-ibm-customer-number-icn)
• Ensure to choose "Planning Analytics on Cloud" as the product you wish to request support for

Download welcome kit

• If you have not received your welcome kit via a box link or email, you can download in PAW.
• More details: https://www.ibm.com/docs/en/paww/2.0.0?topic=workspace-download-welcome-kit-from-planning-analytics-administration

Setup server alerts in PAW

• Alerts on may be setup to monitor the resources used on your server and TM1 databases:
• Server: https://www.ibm.com/docs/en/paww/2.0.0?topic=monitoring-set-agent-resource-thresholds-alerts
• TM1 database: https://www.ibm.com/docs/en/paww/2.0.0?topic=databases-set-database-thresholds-alerts

Remote desktop login test

• Your welcome kit will contain the modeler username / password combinations along with the .rdp profiles required to login

Create data source connections

• For a on-premise databases, refer to this guide to install and configure Secure Gateway along with adding new connections: https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=workspace-administer-secure-gateway-cloud-only
• If your data source is not found in the default list , you can supply your own ODBC driver through a support case.
  
  
• For a cloud based database, log a support case to request connection to be made.
  

FTPS test

• Your welcome kit will initially provide credentials for login to the Planning Analytics shared folder by FTPS
• Alternatively you can switch to SFTP with a support case at which time you can also provide a SSH public key for increased security

Add non-interactive account (optional)

• For some third-party utilities and to use REST API, a non-interactive account can be added by logging a support case

Setup federation for user logins (optional)

• Account authentication can be setup for your organization using your identity provider
• This would allow users to login with the same username / password they already use at your organization
• You will create a support case with the IBMid federation team to enable
• Federation can be setup for a whole domain or specific users. It is much simpler to setup for a whole domain but do understand that other IBMid applications and support access will be changed to a federated setup
• Refer this guide for more details: https://www.ibm.com/docs/en/ief?topic=welcome-introduction

Add users

• Users are invited in PAW and can be added individually or many at a time:
• Individual users: https://www.ibm.com/docs/en/paww/2.0.0?topic=cloud-add-invite-user-only
• Multiple users: https://www.ibm.com/docs/en/paww/2.0.0?topic=auc-upload-file-add-remove-multiple-users-cloud-only

Install PA for excel add-in

• Download from PAW: https://www.ibm.com/docs/en/paww/2.0.0?topic=components-planning-analytics-microsoft-excel-cloud-only
• Add-in can be launched for a single session by double clicking on the .xll file or installed for all sessions in Excel. If users have conflicts with other add-ins, launching for a single session may be required.
• With either method, it is advisable to rename the .xll file to a generic name without version numbers to simplify future upgrades. i.e. IBM_PAfE_x64.xll
• Installation and upgrade guide can be found here: https://www.ibm.com/docs/en/paww/2.0.0?topic=icpame-downloading-upgrading-planning-analytics-microsoft-excel-single-xll-add-in-versions-2065-later

Subscribe to alerts

• Alerts for outages and maintenance are published and can be subscribed to at: https://status.planning-analytics.cloud.ibm.com
• For reference, planned maintenance is performed on the third Saturday of each month: https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=analytics-maintenance

Join PA community

• https://ibm.biz/PA-Community

Subscribe to Business Analytics newsletter

• http://imwuc.informz.net/imwuc/pages/Business_Analytics_Newsletter_Subscribe?_zs=5g0ea&_zmi=m9fJ

Product roadmap and ideas portal

• https://ibm.biz/pa-roadmap
• http://ibm.biz/IBMAnalyticsIdeasPortal