TM1 Installation Guide

TM1 Installation
Product Information
This document applies to IBM Cognos® TM1 9.4 and may also apply to subsequent releases. To check for newer
versions of this document, visit the IBM Cognos Global Customer Services Web site (http://support.cognos.com).
Copyright
Copyright © 2008 Cognos ULC (formerly Cognos Incorporated). Cognos ULC is an IBM Company.
Portions of Cognos ULC software products are protected by one or more of the following U.S. Patents: 6,609,123
B1; 6,611,838 B1; 6,662,188 B1; 6,728,697 B2; 6,741,982 B2; 6,763,520 B1; 6,768,995 B2; 6,782,378 B2; 6,847,973 B2;
6,853,375 B2; 6,907,428 B2; 6,986,135 B2; 6,995,768 B2; 7,062,479 B2; 7,072,822 B2; 7,111,007 B2; 7,130,822 B1;
7,155,398 B2; 7,171,425 B2; 7,185,016 B1; 7,213,199 B2; 7,243,106 B2; 7,257,612 B2; 7,275,211 B2; 7,281,047 B2;
7,293,008 B2; 7,296 040 B2; 7,318,058 B2; 7,325,003 B2.
Cognos and the Cognos logo are trademarks of Cognos ULC (formerly Cognos Incorporated) in the United States
and/or other countries. IBM and the IBM logo are trademarks of International Business Machines Corporation in
the United States, or other countries, or both. Other company, product, or service names may be trademarks or
service marks of others.
While every attempt has been made to ensure that the information in this document is accurate and complete,
some typographical errors or technical inaccuracies may exist. Cognos does not accept responsibility for any kind
of loss resulting from the use of information contained in this document.
This document shows the publication date. The information contained in this document is subject to change
without notice. Any improvements or changes to the information contained in this document will be documented
in subsequent editions.
U.S. Government Restricted Rights. The software and accompanying materials are provided with Restricted
Rights. Use, duplication, disclosure by the Government is subject to the restrictions in subparagraph (C)(1)(ii) of
the Rights in Technical Data and Computer clause at DFARS 252.227‐7013, or subparagraphs (C)(1) and (2) of the
Commercial Computer Software ‐ Restricted Rights at 48CFR52.227‐ as applicable. The Contractor is Cognos
Corporation, 15 Wayside Road, Burlington, MA 01803.
This document contains proprietary information of Cognos. All rights are reserved. No part of this document may
be copied, photocopied, reproduced, stored in a retrieval system, transmitted in any form or by any means, or
translated into another language without the prior written consent of Cognos.
Publication Date: July 2008
Table of Contents | Index
Table of Contents
Chapter 1 TM1 Installation Overview

Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1‐3
TM1 Service Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1‐4
Hardware and Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1‐5
.NET Framework Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . 1‐5
Logging Installation Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1‐8
Installing Components on Different Machines . . . . . . . . . . . . . . . . 1‐10
Important Notes on Distributed Installations . . . . . . . . . . . . . . 1‐11
Starting the Installation Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1‐11
Choose Setup Language. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1‐11
Accept the License Agreement . . . . . . . . . . . . . . . . . . . . . . . . . . . 1‐13
Choose a Product to Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1‐14
Microsoft Framework Reminder . . . . . . . . . . . . . . . . . . . . . . . . . 1‐14
Custom or Standard Installation Options. . . . . . . . . . . . . . . . . . . . . 1‐15
Installation Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1‐16
Selecting Components to Install . . . . . . . . . . . . . . . . . . . . . . . . . . 1‐18
Chapter 2 Installing TM1

Custom TM1 Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2‐2
Table of Contents iii

Custom TM1 Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2‐3
Configuring TCP/IP Ports for TM1 . . . . . . . . . . . . . . . . . . . . . . . . 2‐7
Username and Password for TM1 Services . . . . . . . . . . . . . . . . . 2‐9
Installing TM1 on Networks without Domains . . . . . . . . . . . . . 2‐10
Security Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2‐12
Integrated Login Modes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2‐14
Configuring the TM1 Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2‐16
Configuring TM1 Clients. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2‐19
Begin the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2‐21
Post‐Installation Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2‐21
Standard TM1 Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2‐23
Chapter 3 Installing TM1 Perspectives

Custom TM1 Perspectives Installation. . . . . . . . . . . . . . . . . . . . . . . . 3‐1
Configuring TM1 Perspectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3‐3
Standard TM1 Perspectives Installation . . . . . . . . . . . . . . . . . . . . . . . 3‐4
Chapter 4 Installing TM1 Web

Custom TM1 Web Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4‐2
Configuring TM1 Web Components . . . . . . . . . . . . . . . . . . . . . . 4‐2
Configuring TCP/IP Ports for TM1 Web . . . . . . . . . . . . . . . . . . . . 4‐3
Username and Password for TM1 Services . . . . . . . . . . . . . . . . . 4‐4
Security Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4‐4
Configuring the TM1 Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4‐5
iv TM1 Installation
Configuring TM1 Clients. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4‐6
Configuring Web Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . 4‐7
Standard TM1 Web Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4‐8
Chapter 5 Installing TM1 for 64-bit Windows

Custom 64‐bit TM1 Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5‐2
Configuring TCP/IP Ports for 64‐bit TM1 . . . . . . . . . . . . . . . . . . . 5‐2
Username and Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5‐2
Security Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5‐3
Configuring the 64‐bit TM1 Server . . . . . . . . . . . . . . . . . . . . . . . . 5‐3
Standard 64‐bit Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5‐5
Chapter 6 Installing TM1 x86 on a x64 Windows System

The 64‐bit Application Space . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6‐2
WOW64 (32‐bit) Application Space . . . . . . . . . . . . . . . . . . . . . . . . 6‐2
Installation Notes about TM1 Components . . . . . . . . . . . . . . . . . 6‐2
Importance of Installation Order. . . . . . . . . . . . . . . . . . . . . . . . . . 6‐3
Location of Installed TM1 Program Files . . . . . . . . . . . . . . . . . . . 6‐4
Naming Conventions for x86 and x64 TM1 Services. . . . . . . . . . 6‐5
Installing TM1 x86 in Windows x64. . . . . . . . . . . . . . . . . . . . . . . . 6‐5
Running the TM1 Database with Both x86 and x64 TM1 Servers 6‐
6
Running TM1 Web x86 on Windows x64 . . . . . . . . . . . . . . . . . . . 6‐7
Table of Contents v
Chapter 7 Installing TM1 on UNIX

Pre‐Installation Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7‐1
UNIX Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7‐2
UNIX Compatible Components . . . . . . . . . . . . . . . . . . . . . . . . . . . 7‐4
Starting the Installation Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7‐4
Accept the License Agreement . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7‐5
Installation Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7‐5
TM1 UNIX Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7‐5
Configuring TCP/IP Ports in UNIX . . . . . . . . . . . . . . . . . . . . . . . . 7‐8
Oracle DataSource Configuration . . . . . . . . . . . . . . . . . . . . . . . . . 7‐8
TM1 Server Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7‐9
Setting Up a TM1 Administrative Account . . . . . . . . . . . . . . . . . 7‐9
Installation Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7‐10
After You Complete the Installation . . . . . . . . . . . . . . . . . . . . . . . . . 7‐11
S89Applix Startup Script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7‐11
Uninstalling UNIX TM1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7‐12
Silent UNIX Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7‐13
Console Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7‐14
Starting a UNIX TM1 Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7‐14
Chapter 8 Installing TM1 Workflow

Workflow Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1‐2
Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1‐2
vi TM1 Installation
Running the Workflow Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . 1‐3
Selecting Workflow Installation Components . . . . . . . . . . . . . . . . . . 1‐7
Workflow Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1‐8
Destination Folder for Workflow Components . . . . . . . . . . . . . . 1‐9
Installing Workflow for the First Time . . . . . . . . . . . . . . . . . . . . . . . 1‐11
Upgrading Planning Manager 1.0 or 1.1. . . . . . . . . . . . . . . . . . . . . . 1‐13
Upgrading Planning Manager 1.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . 1‐15
Configuring Workflow for Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1‐16
Troubleshooting the Workflow Excel Add‐in . . . . . . . . . . . . . . 1‐17
Using Workflow with TM1 Web . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1‐19
Workflow On The Web . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1‐19
Workflow Features in TM1 Web . . . . . . . . . . . . . . . . . . . . . . . . . 1‐19
Chapter 9 Installing TM1 Viewer Portlets for Cognos 8 Portal Services

Install the TM1 Viewer Portlets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2‐1
Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2‐1
Configure Access to IBM Cognos 8 From the TM1 Viewer Portlets 2‐2
Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2‐3
Logon Requested or Authentication Error When Accessing a TM1
Viewer Portlet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2‐3
Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2‐3
Uninstall the TM1 Viewer Portlets . . . . . . . . . . . . . . . . . . . . . . . . . . . 2‐4
Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2‐4
Table of Contents vii

Chapter 10 Maintaining and Upgrading Your TM1 Installation

Maintaining TM1 Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3‐1
Modify Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3‐2
Repair the TM1 Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3‐3
Remove TM1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3‐4
Upgrading TM1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3‐4
Backing Up Your TM1 Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3‐6
Determining the Currently Installed Version of TM1 . . . . . . . . . 3‐7
Determining the Current Version on UNIX . . . . . . . . . . . . . . . . . 3‐8
Upgrading TM1 9.1 or Newer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3‐9
Upgrading a Pre‐9.1 Version of TM1 . . . . . . . . . . . . . . . . . . . . . . 3‐10
Cancelling an Installation When the Existing Version of TM1
Cannot be Upgraded . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3‐11
Upgrading TM1 Web . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3‐11
Upgrading TM1 Web from an 8.x Version of TM1 to a 9.x Version
of TM1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3‐13
Troubleshooting the TM1 Web Installation . . . . . . . . . . . . . . . . 3‐13
Stopping any Windows Services or Programs Locking the TM1
Web Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3‐14
Repairing a Cancelled or Incomplete Installation of TM1 Web 3‐16
viii TM1 Installation

Preface
Business Performance Management with IBM Cognos TM1

Business Performance Management is the continuous management and
monitoring of Financial, Operational, Customer and Organizational
performance across the enterprise. Business Performance Management
solutions have the following capabilities to facilitate the proactive steering of
business direction:
• Wide deployment
• Collaborative decision making
• Continuous and real‐time review and refinement
• Monitoring of Key Performance Indicators
IBM Cognos TM1 integrates business planning, performance measurement
and operational data to enable companies to optimize business effectiveness
and customer interaction regardless of geography or structure. TM1 provides
immediate visibility into data, accountability within a collaborative process
and a consistent view of information, allowing managers to quickly stabilize
operational fluctuations and take advantage of new opportunities.
About This Manual

This manual describes how to install the IBM Cognos TM1 software
components on Windows and UNIX operating systems.
iii
Audience
Users of TM1 familar with their system and network requirements and having
a basic understanding of programming and installation concepts.
Related Documentation
The following table lists other documentation in the TM1 Documentation
Library. Only those documents that are pertinent to your user‐level are
available. If a link is unavailable, you may receive a “This page cannot be
found” message. If necessary you can access the document on the Cognos
Global Customer Services Web site (http://support.cognos.com). Logon
credentials are available from your administrator or by request from
support.login@cognos.com.
TM1 API Describes the functions and features of the IBM
Cognos TM1 API. The API is intended to give
complete access to all the features and
functionality of the TM1 OLAP engine.
TM1 Developers Guide Describes how to create and maintain objects on a
TM1 server, administer security, and develop TM1
applications.
TM1 Operations Guide Provides a basic understanding of TM1
architecture, server operations, authentication,
and component security.
iv TM1 Installation
TM1 Reference Guide A collection of reference materials that describes
TM1 functions, variables, and other programming
elements.
TM1 Rules Guide Describes how to use TM1 rules to build an
application that reveals business data in
sophisticated and useful ways based on simple
raw data.
TM1 TurboIntegrator Guide Describes how to use TM1 TurboIntegrator to
import data and metadata into TM1 from a
variety of sources.
TM1 Users Guide Describes how to use the TM1 Windows clients:
TM1 Architect, TM1 Perspectives, and TM1
Client. It also describes the Web‐based client, TM1
Web.
Conventions Used in This Manual

The following typeface conventions are used throughout this guide:
Arial Arial text indicates that this option or object appears as part
of the user interface.
File names and directories are also indicated by Arial text.
Arial Bold Bold Arial text indicates an option to choose or text to type.

It usually appears in numbered steps.
Preface v
Italics Words are italicized for emphasis or to draw your attention
to a new term. For example, “Do not press the RETURN
key.”
Menu Name → Whenever you see a reference to a menu option, the option is

Option Name identified using the following notation:
Menu Name →Option Name
For example, “Choose File →Options.”
code examples Code examples are in courier.
Finding Information
To find the most current product documentation, including all localized
documentation, access the IBM Cognos Global Customer Services Web site
(http://support.cognos.com). Click the Documentation link to access
documentation guides. Click the Knowledge Base link to access all
documentation, technical papers, and multimedia materials.
Product documentation is also available in online help from the Help menu or
button in IBM Cognos products. You can also download documentation in
PDF format from the IBM Cognos Global Customer Services Web site.
Getting Help
For more information about using IBM Cognos products or for technical
assistance, visit the IBM Cognos Global Customer Services Web site (http://
support.cognos.com). This site provides product information, services, user
forums, and a knowledge base of documentation and multimedia materials. To
vi TM1 Installation
log a Service Request, go to IBM Cognos Insight! at http://support.cognos.com/
en/support/insight. For general inquiries, contact your local IBM Cognos
Support office. Contact information can be found at http://
support.cognos.com/en/support/about/contact.html. For information about
education and training, click the Training link.
Printing Copyright Materials

You can print selected pages, a section, or the whole book. IBM Cognos grants
you a non‐exclusive, non‐transferable license to use, copy, and reproduce the
copyright materials, in printed or electronic format, solely for the purpose of
operating, maintaining, and providing internal training on the Cognos
software.
Preface vii
viii TM1 Installation

1 TM1 Installation Overview

The TM1 Installation Wizard is designed to help you install TM1 software into
the hardware environment you have configured for your TM1 applications.
TM1 is organized into three installation packages:
TM1 – This installation package installs, by default, all major TM1 components
with the exception of TM1 Web and several minor components. Typically, you
would choose this installation option when you want to install various TM1
components in a distributed environment. It also enables you to install
multiple TM1 servers (to a maximum of 3) on the same computer in a single
installation session.
TM1 Perspectives – TM1’s Excel add‐in client. TM1 Perspectives enables you to
use the familiar and powerful features of Excel to perform complex analysis on
data stored in a TM1 server. Typically, you would choose this installation
option if you want to install TM1 Perspectives on a single stand‐alone
development machine. TM1 Perspectives installs with its own ‘local’ TM1
server or it can connect to a ‘remote’ TM1 server installed on another computer
in your environment.
TM1 Web – This installation package installs, by default, all major TM1
components, plus TM1 Web server and client components. Choose this option
if your users will be connecting to TM1 servers using the TM1 Web client.
When you install TM1, you can click the Help button at the lower left corner of
the TM1 Installation Wizard for context‐sensitive assistance. Use the Table of
TM1 Installation Overview 1-1

Contents, Index, and Search tabs to navigate the help system and locate a
particular topic.
Before You Install Installation Checklist

TM1 Service Account
Hardware and Software
Logging Installation Messages
Installing Components on Different Machines
Running the Wizard Starting the Installation Wizard

Choose Setup Language
Accept the License Agreement
Choose a Product to Install
Installation Location
Custom or Standard Installation Options
Installing TM1 Products Installing TM1 Perspectives

Installing TM1
Installing TM1 Web
Installing TM1 for 64-bit Windows
Installing TM1 x86 on a x64 Windows System
Installing TM1 on UNIX
Additional Topics Maintaining and Upgrading Your TM1 Installation
NOTE: Installation Wizard error messages are displayed in English.
1-2 TM1 Installation

Installation Checklist Table of Contents | Index
If you are upgrading to a newer version of TM1, see “Upgrading TM1.” To
install TM1 onto a UNIX machine, see “Installing TM1 on UNIX.”
Installation Checklist
To prepare to install TM1, you should complete the tasks described in the
following checklist:
Familiarize yourself with TM1 terms and concepts.
See the TM1 Users Guide and the TM1 Developers Guide.
Determine which components you want to install and how they should be
distributed across your hardware environment.
In a production environment, TM1 components are usually distributed across
multiple computers. See “TM1 System Architecture” in the TM1 Operations
Guide for details on how to design the optimal TM1 environment.
Determine your hardware and software requirements.
Refer to the TM1 platform matrix available on the Cognos Global Customer
Services Web site (http://support.cognos.com) for hardware and software
requirements.
If you plan to import data from another relational database, install your
database software first.
If you are running Oracle on UNIX, install the appropriate UNIX client
software for your Oracle database on the UNIX machine. Use the Oracle
Network Configuration Assistant to specify a local net service name. See
‘’Installing TM1 on UNIX” for more information.

TM1 Service Account Table of Contents | Index
Decide what language to set as the default for the installation.

You can choose from a variety of currently available languages. Your choice of
language determines the language in which the Installation Wizard runs. It
also determines the language in which TM1 components will run.
Create your TM1 Service Account.
Before you install TM1, we recommend that you create a single domain
account for all your Windows‐based TM1 Services.
TM1 Service Account
Before you install TM1, we recommend that you create a single domain
account for all your Windows‐based TM1 services, such as the TM1 Server,
TM1 Admin Server, and TM1 Excel Service. The account should be a member
of the Local Administrator group and must have the following privileges on
the local machine:
• Act as part of the operating system
• Bypass traverse checking
• Increase quotas
• Replace a process level token
• Log on as a service
• Have read privileges on the Windows Registry item
The Installation Wizard will enable and use these privileges during the
installation process.

Hardware and Software Table of Contents | Index
This account applies only to Windows‐based services and agents. TM1
services installed on Solaris or HP/UX always run as ROOT.
Hardware and Software
For a complete list of supported platforms and software, refer to the TM1
platform matrix available on the Cognos Global Customer Services Web site
(http://support.cognos.com).
.NET Framework Requirements
The TM1 Rules Editor requires the installation of the Microsoft .NET
Framework Version 3.0. You can download it from the Microsoft © website.
When you install a message appears to remind you of this requirment.
To ensure that the .NET Framework 3.0 is properly installed and registered on
your computer, perform these steps:
1. Open a Command Prompt window and change to the following directory:
C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727
2. Execute the following command:
aspnet_regiis.exe -i
If you do not perform the previous steps, or for some reason the Microsoft
ASP.NET Framework 3.0 is installed but not registered on your computer, you
may receive the following error when you install TM1:
Error 1720: There is a problem with this Windows Installer
package. A script required for this install to complete could not
be run. Contact your support personnel or package vendor.

This error may also display if Microsoft Internet Information Services (IIS) is

not installed on your computer.
If you experience this error, follow these steps to correct the error and
successfully install TM1:
1. Uninstall TM1 using Add/Remove Programs in the Windows Control
Panel.
2. Make sure Microsoft Internet Information Services (IIS) is installed on your
system. You can check this by using the Add/Remove Windows Compo-
nents feature.
3. Manually register the Microsoft ASP.NET Framework.
4. Run the TM1 Installation Wizard again.
If the .NET Framework is not installed before you install TM1 Web, the TM1
Excel Service will be disabled when you complete the TM1 Web installation.
This service provides critical TM1 Web functionality, and you must complete
the following steps to set the service Startup property to Automatic after you
install the .NET Framework:
1. Open the Windows Control Panel.
2. Double‐click Administrative Tools.
3. Double‐click Services.
4. Double‐click TM1 Excel Service.
5. Change the Startup Type from Disabled to Automatic.
6. Click OK.
Additionally, if you plan to run TM1 Web you must install Microsoft © Excel
2002 or Excel 2003 on the same machine where the IIS web server is installed. If

Excel 2002 or 2003 is not present on the machine where the IIS web server is
installed, the TM1 Web installation displays a warning message, but allows
you to continue the installation.
ASPNET User is not Defined

If you attempt to install TM1 Web on a system where the Microsoft .NET
Framework is not yet installed, the TM1 Web installation will fail if the
ASPNET user is not defined on the system.
Error 1609: An error occurred while applying security settings.
ASPNET is not a valid user group. This could be a problem with
the package, or a problem connecting to a domain controller on
the network. Check your network connection and click Retry, or
Cancel.
You must define the ASPNET user before you install TM1 Web. To create the
ASPNET user:
2. Double‐click Administrative Tools.
3. Double‐click Computer Management.
4. Click Local Users and Groups.
5. Right‐click Users and select New User.
The New User dialog box displays.
6. Configure the dialog box as follows, using a password of your choice.

Logging Installation Messages Table of Contents | Index
7. Click Create.
Logging Installation Messages
The TM1 Installation Wizard automatically logs all messages issued during
installation. Logged messages provide you with a record of:
• installation options
• installation actions

Logging Installation Messages Table of Contents | Index
• location of all files installed by TM1
• error messages
• final installation status (successful/not successful)
The log file is named TM1Install.log. It is written to the directory identified by
your TEMP user environment variable. The log file remains until the next time
you run an install.
To determine the location of this directory you can issue the command echo
$TEMP (UNIX) or echo %TEMP (Windows) or:

Installing Components on Different Machines Table of Contents | Index
2. Double‐click System.
3. Click the Advanced tab.
4. Click Environment Variables.
Find the TEMP variable in the list of user variables for the directory location of
TM1Install.log.
Installing Components on Different Machines
You can install TM1 components on different machines in your hardware
environment. For each component you want to install on a different machine,
run the TM1 Installation Wizard on that machine.
If you distribute components throughout your network, you must know
certain information about where your components will be installed, and the
configuration of those components. The following list provides information
about what you need to know to install each component.
TM1 Server To install the TM1 server, you must know the name of the

machine on which the TM1 Admin Server is running.
TM1 Admin Server This can be installed without any knowledge of your

network topology.
ODBC Gateway To install the ODBC Gateway on separate machines, you

must know the location of the Oracle client files, the
Oracle Service Name, and the Oracle database username
and password.

Starting the Installation Wizard Table of Contents | Index
Important Notes on Distributed Installations
• All services must be running under a single domain account. The TM1
Installation Wizard will set the parameters of the domain account for you,
but you must create the account under which the services will run before
you run the installation. If services are running under different accounts,
they will not be able to communicate. This will lead to many problems.
• You can run services under the local system account only if all TM1
Services are running on the same machine.
• TM1 services must run on machines set to the same locale. You cannot, for
example, install some services on a machine running the US English locale,
and other services on a machine running the German. local Set the locale
using the Windows Start Menu → Regional and Local Settings →Standards
and Formats option.
Starting the Installation Wizard
1. Insert the TM1 CD you received in the drive or navigate to the folder where
you downloaded the installation kit.
2. Locate and run the setup.exe file.
Choose Setup Language
The Choose Setup Language dialog box opens to let you select the language.

1. Click on the drop‐down menu to choose one of the currently available lan‐
guages. Your choice determines the language in which the TM1 Installation
Wizard runs. It also determines the language in which TM1 components
will run.

2. Click OK.
The TM1 Installation Wizard starts.
3. If you are upgrading from a previous version of TM1, a message displays
reminding you to create backup copies of your data before installing a new
version that may not be compatible with earlier data. If you need to take
this step, you can cancel out of the installation on the next dialog box. See
“Upgrading TM1” for more details.
4. If you are ready to proceed with the installation, click Next.

The Software License Agreement is a legal agreement that describes the
obligations of the licensor and your rights (the licensee). Read this agreement
in full before proceeding with the installation of TM1 products.
Use the Print button to print a copy of the license agreement if desired.
To accept the license terms and continue with the installation, select I accept
the terms of the license agreement, then click Next.

Choose a Product to Install Table of Contents | Index
Choose a Product to Install
Select the installation package you want and click Next.
Microsoft Framework Reminder
A dialog box may display to remind you that the TM1 Rules Editor requires
the installation of the Microsoft .NET Framework Version 3.0. See “.NET
Framework Requirements” for more information. You can install the .NET
Framework after the installation is complete. Click OK to proceed.

Custom or Standard Installation Options Table of Contents | Index
Custom or Standard Installation Options
Once you have selected an installation package, you can choose to perform a
Standard or Custom installation.
• Use the Standard installation to perform an installation in single machine
environment or when you want to install the default components using the
default settings. See “Username and Password for TM1 Services” for the
next step in the Standard installation process.
• A Custom installation lets you select and configure the specific components
in single or multiple machine environments.

• When the Back button is available, you can use it to back up through the
installation prompts and change the choices made thus far.
• Click Cancel to exit the installation.
• Click Next to proceed to the next installation screen.
• Click Change to change the default installation location.
In most installations, the default installation directory for TM1 is C:\Program
Files\IBM Cognos\TM1. If you perform a custom installation and choose to
install only TM1 Web, the default installation directory is
C:\Inetpub\wwwroot\TM1Web.
To change the default location where TM1 installs, click on the Change button.
The Installation Location screen displays:

Navigate to the directory where you want to install and click OK.

Selecting Components to Install
If you choose Custom, you can specify which components to include in your
installation. See the components list for Perspectives, TM1, or TM1 Web for
details. See “Installing TM1 for 64‐bit Windows,” Installing TM1 x86 on a x64
Windows System,” or “Installing TM1 on UNIX” for details on installing in
those environments.
Click the drop‐down menu next to a component name to include or exclude a
component:

This feature will be installed on local hard drive.
Select this option to include an individual component in the
TM1 installation.
This feature, and all subfeatures, will be installed on local hard drive.
Select this option to include all components in a category for
installation.
For example, if you choose this option for the Clients, all
components listed under Clients are included in the installation.
This feature will not be available.
Select this option to exclude a component from the TM1
installation. Components that are excluded from installation
display with an X next to the component name.
+ (plus sign)
Expand selection.
For components with “subfeatures” click + to expand the list.


2 Installing TM1
This chapter describes how to install TM1 components using either the
Standard or Custom installation options. Topics include:
• Custom TM1 Installation
‐ Custom TM1 Components
‐ Configuring TCP/IP Ports for TM1
‐ Username and Password for TM1 Services
‐ Installing TM1 on Networks without Domains
‐ Configuring the TM1 Server
‐ Configuring TM1 Clients
‐ Begin the Installation
‐ Post‐Installation Tasks
• Standard TM1 Installation
To run the Installation Wizard and install TM1 components:
1. After you have answered the introductory prompts (see “Starting the
Installation Wizard”) the Choose a Product to Install screen displays.
2. Select TM1 and click Next.
Installing TM1 2-1

Custom TM1 Installation Table of Contents | Index
Custom TM1 Installation
Use the Custom TM1 installation to select which TM1 components to install. A
Custom installation also lets you specify the TM1 security model you want to
use, and lets you set parameters such as server names and port numbers.

Custom TM1 Components
The following components are available as part of a TM1 Custom installation.
Installed by Description
default
Manuals Yes TM1 Documentation Library

Installs the TM1 Documentation Library in
PDF format.
NOTE: The Installation Wizard automatically
installs the TM1 Documentation Library in
HTML format. This is not an installation
option.
Clients Yes TM1 Client

Runs as an add‐in to Microsoft Excel and
provides limited access to data on remote TM1
Servers.
Yes TM1 Perspectives

Runs as an add‐in to Microsoft Excel.
With TM1 Perspectives, you can create and
maintain objects and data on both local and
remote TM1 Servers.
Installing TM1 2-3

default
Yes OLEDB Provider

Installs the TM1 OLEDB for OLAP provider.
The TM1 OLEDB Provider enables TM1 to
perform MDX queries against OLAP data
sources such as Microsoft Analysis Services.
Developer’s Yes TM1 Architect

Environment A stand‐alone TM1 client used to create and
maintain data and metadata on both local and
remote TM1 servers.
Yes TM1 API

Application programming interface that
developers use to create C++ and VB
applications that interact with TM1.
Yes TM1 Java API

developers use to create Java applications that
interact with TM1.
Yes TM1 .NET API

developers use to create .NET applications that
interact with TM1.

default
Servers Yes TM1 Admin Server

A process that keeps track of all TM1 servers
running on a network. An Admin Server runs
on a computer known as an Admin Host.
When a TM1 server starts, the server registers
itself with an Admin Server that is running on
a specified Admin Host.
TM1 clients reference the Admin Server to
determine which TM1 servers are available on
the network.
Yes TM1 Server

The TM1 Server manages requests from TM1
clients. It loads the names of all available
permanent objects (cubes, dimensions, etc.)
into memory and responds to client requests
by performing calculations, consolidations,
and updates as required.
The TM1 Server also manages security‐‐
granting or denying access to server objects
and maintaining a log of changes to the
database.
Installing TM1 2-5

default
No TM1 Web Components

Installs TM1 Web server components required
to access TM1 servers and data using a web
browser. These components are selected for
installation by default only as part of a TM1
Web installation.
Yes TM1 Top

A TM1 utility that enables you to dynamically
monitor threads running in an instance of a
Windows or UNIX TM1 server.
TM1 Top runs only on a Windows system and
is available only with the Windows installation
of TM1.
NOTE: To monitor a UNIX TM1 server, use the
TM1 Installation Wizard to install TM1 Top on
a Windows system and then configure TM1
Top to connect to the UNIX TM1 server. When
the ADMINHOST and SERVERNAME
parameters are pointing to a UNIX machine,
TM1 Top will monitor the UNIX environment.
See “System and Performance Monitoring” in
the TM1 Operations Guide for details on
configuring the TM1Top.ini file.

Configuring TCP/IP Ports for TM1
Specify the TCP/IP port number for the following programs:
TM1 Admin Host port number
5495 is the port number on which the Admin
Server on this machine listens for client requests.
TM1 SSL Admin server port number
Installing TM1 2-7

5498
All TM1 components communicate with the TM1
Admin Server using SSL. The Admin Server
supports older TM1 clients that cannot use SSL by
listening on two ports; one secured, the other
unsecured. See “SSL and TM1” for more
information.
TM1 Client Message port number
12346
This port number establishes a secondary port for
progress messages to use when a lengthy
operation is waiting to be cancelled. See “The
Tm1s.cfg File” for more information.
SSL and TM1

TM1 clients that can use SSL connect to the Admin Server via the secured port,
while older clients that are incapable of using SSL to connect to the Admin
Server via the unsecured port.
When a TM1 server registers with the Admin Server, the TM1 server specifies
whether it is using SSL or not. When a TM1 client contacts the Admin Server,
the list of available TM1 Servers will vary according to which port the client
uses to connect to the Admin Server. If the client uses the secured port, the
Admin Server responds with a list of all TM1 servers available on the network.
If the client uses the unsecured port, the Admin Server responds with a list of
only those TM1 servers that do not use SSL.

Username and Password for TM1 Services
Installing TM1 2-9

On Windows, all TM1 services must run under a single domain account. The
TM1 Installation Wizard will configure the services to run under the domain
account you specify.
Username Specify a domain account using the syntax
domain\username. For example: Company\nolan
NOTE: Running TM1 services under the ‘local
system account’ is not recommended. Windows
places restrictions on this account that may cause
the TM1 software to operate incorrectly.
Password Enter the password for the domain account that
logs in and starts services.
Re-enter password Re‐enter your password to confirm correct entry.
When you install TM1 in a distributed environment, where some components
reside on one machine and some components on another, you must enter the
same user name and password each time you run the installation.
See also “Installing TM1 on Networks without Domains.”
Installing TM1 on Networks without Domains
If you install TM1 in a network that does not use a domain controller, you can
set your TM1 services to use local accounts.
If you use one or more local accounts for your TM1 services, you must be sure
these accounts have the following privileges on their local machines:
• Act as part of the operating system

• Bypass traverse checking

• Increase quotas
• Replace a process-level token
• Log on as a service
If you set up file shares in your Windows network for use by TM1
components, be sure that each local account that you set up to run a TM1
service has access to those shares.
NOTE: If you install on a machine that does not participate in a Windows
domain, you cannot use Integrated Login.
Using Local Machine Syntax

Do not use ʺ.ʺ as an abbreviation for the local machine domain when you
specify login information. You must explicitly enter the machine name. In
certain configurations, using the ʺ.\usernameʺ syntax may cause serious
problems.
Installing TM1 2-11

Security Settings
You can select one of three authentication modes for TM1.
Integrated Login
Integrated Login enables TM1 users to automatically log
in to TM1 components using their Windows login user
name and password. If you choose to use Integrated
Login, it runs in mixed mode by default.

TM1 Authentication
TM1 Authentication requires users to enter a username
and password when they log into a TM1 component.
When this authentication mode is used, usernames and
passwords are stored on a TM1 server.
LDAP Authentication
Use LDAP Authentication to centralize all your security
information on a single LDAP server. When a TM1 user
attempts to log in to TM1, his username and password
are validated against the information stored on an LDAP
server.
If you choose to use LDAP Authentication, you must
also supply values for LDAP Host and LDAP Port.
LDAP Port
The port on which the LDAP server is running. If a port
is not specified, 389 (the standard LDAP default) is used.
LDAP Host
The domain name or dotted string representation of the
IP address of the LDAP server host. If you do not enter
an LDAP server host, ʹlocalhostʹ is used by default.
LDAP Search Base
Installing TM1 2-13

The node in the LDAP tree at which the search for the
TM1 user being validated begins. For example, if the
LDAP distinguished name for an individual TM1 user is
in the form uid=nolan,ou=people,o=company.com, then
the LDAP search base would be
ou=people,o=company.com.
Generally, the search base is one level above the node
containing distinguished names for TM1 users in the
LDAP directory hierarchy.
LDAP Search Field
The name of the LDAP attribute that is expected to
contain the name of the TM1 user being validated. If you
do not specify an attribute, cn (common name) is the
default.
Integrated Login Modes
When Integrated Login is enabled, it runs in mixed mode by default.
Integrated Login can also be configured to run in Integrated Login Only mode

by modifying appropriate parameters in the Tm1s.cfg file. The two Integrated
Login modes are described below.
mixed mode
If client programs are set up to use Integrated Login,
TM1 tries to log users into the TM1 components using
their Windows user name and password. If a TM1
client is not set up to use Integrated Login, the user is
prompted by TM1 for a user name and password.
Integrated Login Only
Only TM1 clients set up to use Integrated Login will be
allowed to log in to TM1 components. If a client is not
set up for Integrated Login, the TM1 server displays an
error and the user will not be allowed access the
component.
For further details on Integrated Login, including details on server and client
configuration parameters, see the TM1 Operations Guide.
Changing Security Parameters

Once you have installed and set your TM1 authentication mode, you cannot
modify it using the TM1 Installation Wizard. You must completely uninstall
and then reinstall TM1.
For further information about TM1 login authentication modes, including
details on server and client configuration parameters, see the TM1 Operations
Guide.
Installing TM1 2-15

Configuring the TM1 Server
If you install multiple TM1 servers, you must assign a unique name and port
number to each server. You can install up to three TM1 servers in one

To install a TM1 server:
Choose Database
Select the database you want to install with the TM1
server. Click Apply after you select a database to set the
server name and data directory path for the selected
database.
• To install the Planning Sample database, select Planning
Sample from the drop‐down and click Apply. This
updates the Server Name with Planning Sample.
• To install the Sample database, select Sample Database
then click Apply to update Server Name with SData.
• To create an empty data directory where you can install
your own custom data, select Custom. Then enter the
Server Name to use. Click Change Data Directory to
indicate the location of the custom data directory. Click
Apply to update the fields.
Server Name
The name you want to use to identify the TM1 server.
Admin Server Host Machine Name
The name of a computer on which a TM1 Admin Server is
installed. When a TM1 server is running, it registers itself
on this Admin Server. TM1 clients connect to this Admin
Server to obtain information about TM1 servers available
on a network.
Installing TM1 2-17

Port Number
The port on which the TM1 server runs. This parameter is
used to distinguish multiple TM1 servers running on the
same computer. Valid port values fall between 5000 and
49151. The default is 12345.
Change Data Directory
Click to change the data directory for the server you are
installing.
Configure Another TM1 Server
Select this option to configure another TM1 server during
this installation session.

Configuring TM1 Clients
Installing TM1 2-19

Use the TM1 Client Configuration screen to specify client parameters. Each

client installation has its own Tm1p.ini file to which the values you set during
installation are written.
The name of a computer on which a TM1 Admin
Server is installed. When a TM1 server is running, it
registers itself on this Admin Server. TM1 clients
connect to this Admin Server to obtain information
about TM1 servers available on a network.
This option is not offered during a Perspectives
installation as the Admin Server always runs on the
same machine as the TM1 Server and Client.
Disable Excel Edit in Cell Capability
The Disable Excel Edit in Cell option is selected by

default as it prevents users from accidently
overwriting formulas in slice worksheets. We
recommend that this option remains selected.
Set TM1 to Autoload in Excel
Select this option to automatically load the TM1
add‐in (Tm1p.xla) when Excel starts. Clear this
option to enable a user to manually launch TM1
after Excel starts.

Use Integrated Login
Select this option to enable Integrated Login for the
client. Integrated Login allows you to log in to TM1
components using your Windows user name and
password, without the need to complete a login
dialog box. Clear the option to disable Integrated
Login.
NOTE: TM1 servers and components can be
configured to refuse connections from clients that do
not use Integrated Login. If servers and components
on your system are configured this way, TM1 must
use Integrated Login to access the components.
Begin the Installation
When all the setting have been made, a confirmation screen displays to
reminds you that you can use the Back button to return through the
installation settings before the installation commences. When you are ready to
proceed with the installation, click Install to begin the installation. To prevent
TM1 from being installed, click Cancel.
Post-Installation Tasks
Once the installation is complete, a confirmation screen displays. Now you
can perform the following tasks:
• Start Services
• Starting a TM1 Server Installed as a Service or Application
Installing TM1 2-21

Start Services
Once you have successfully installed TM1 you must start the following
services:
Service Description
TM1 Admin Server Service that manages the TM1 servers
TM1 Excel Service Handles requests to convert Excel files into XML

format. It also handles requests to create Briefing
Books, print to PDF, and slice a TM1 view into
Excel.
TM1 Server Services requests from TM1 clients by loading

shared cubes into memory, managing security,
sending data to spreadsheets, updating cubes on
request, and maintaining a log of changes to the
database. The TM1 Server will have the name of
your server appended, such as TM1 Server
Planning Sample, TM1 Server SData, etc.
Starting a TM1 Server Installed as a Service or Application

To start a TM1 server that has been installed as a service:
1. Double‐click the Windows Services icon from the Start Programs → Control
Panel → Administrative Tasks menu.
A list of installed services displays.

Standard TM1 Installation Table of Contents | Index
2. Select the entry for the TM1 server you want to start, for example TM1
Server - Planning Sample, and click the Start button.
An Admin Server must be running before a TM1 server can start. If you have
specified an Admin Host in the Tm1s.cfg file, the TM1 server will attempt to
connect to an Admin Server on that host. The TM1 server will fail to start if it is
unable to connect to an Admin Server for any reason.
If you have not specified an Admin Host, the TM1 server attempts to connect
to an Admin Server on the local machine. If an Admin Server is not currently
running on the local machine, either as a service or an application, the TM1
server starts a new Admin Server application and connects to it.
To start a remote server that has been set up as a Windows application, double‐
click the shortcut icon for the server you want to start.
Standard TM1 Installation
A Standard TM1 installation installs the following components:
Installed Description
by default
Clients Yes TM1 Perspectives
Developer’s
Installing TM1 2-23

by default
Environment Yes TM1 API

Yes TM1 Java API
Yes TM1 .NET API
Yes SSL

Yes TM1 Server (local)
A Standard TM1 installation uses the following default values:
Item Default Value
Admin Server port # 5495 (unsecured)
SSL port # 5498 (secured)
TM1 server port # 12345
TM1 Client Message port 12356

number
TM1 server name SData
Admin Server host name Same as computer on which the installation is

run.

Sample data directory for C:\Program Files\IBM

TM1 server Cognos\TM1\Custom\TM1Data\PlanSamp

TM1 Perspectives/TM1 Cognos\TM1\Custom\TM1Data\Pdata
Architect
Security mode A Standard installation uses TM1

Authentication. Users must respond to a
prompt for a user name and password when
they login to TM1 components.
A Custom installation gives you the option of
using Integrated Login, which allows TM1
users to automatically login to TM1
components using their Windows login user
name and password, or LDAP Authentication.
Disable Excel’s Edit Directly Selected

in Cell
Installing TM1 2-25


3 Installing TM1 Perspectives

This chapter describes how to install TM1 Perspectives, the TM1 Excel Add‐in,
using the Standard or Custom installation. Topics include:
• Custom TM1 Perspectives Installation
‐ Configuring TM1 Perspectives
• Standard TM1 Perspectives Installation
To install TM1 Perspectives:
2. Select TM1 Perspectives and click Next.
3. Choose Standard or Custom installation.
Custom TM1 Perspectives Installation
Use the Custom TM1 Perspectives installation to select which TM1
components to install, and to configure Perspectives settings. See “Standard
TM1 Perspectives Installation” for defaults set when you choose the Standard
Perspectives installation.
After choosing the Custom TM1 Perspectives installation, click Next to
proceed to the Component Selection screen.
Installing TM1 Perspectives 3-1

Custom TM1 Perspectives Installation Table of Contents | Index
The following components are available as part of a TM1 Perspectives Custom
installation. Click on a component for a detailed description.
default
Clients No TM1 Client


Custom TM1 Perspectives Installation Table of Contents | Index
default
Developer’s
Environment No TM1 Architect

Yes TM1 API
Yes TM1Java API
Yes TM1 .NET API
Servers No TM1 Admin Server

No TM1 Server
No TM1 Web Components
No TM1 Top
Configuring TM1 Perspectives
When you install TM1 Perspectives you must specify values for the following
parameters on the TM1 Client Configuration screen. These values are written to
the Tm1p.ini file.

Standard TM1 Perspectives Installation Table of Contents | Index
Standard TM1 Perspectives Installation
A Standard Perspectives installation installs the following components. For a
brief description of all components, click on the component name.
by default
Clients Yes TM1 Perspectives
Developer’s
Environment Yes TM1 API

Yes TM1 Java API
Yes TM1 .NET API
Yes SSL

Yes TM1 server (local) port #
A Standard installation uses the following default values:
Item Default Value

TM1 server (local) port # 12345
Admin Server host name Same as computer on which the installation

is run.
Sample data directory for TM1 C:\Program Files\IBM

Perspectives Cognos\TM1\Custom\TM1Data\Pdata
Disable Excel’s Edit Directly in Selected.

Cell option


4 Installing TM1 Web

TM1 Web includes all components of TM1, plus additional functionality to
browse and update TM1 data using a standard web browser.
This chapter describes how to install TM1 Web on a network using either the
• Custom TM1 Web Installation
‐ Configuring TM1 Web Components
‐ Configuring TCP/IP Ports for TM1 Web
‐ Username and Password for TM1 Services
‐ Security Settings
‐ Configuring the TM1 Server
‐ Configuring Web Components
• Standard TM1 Web Installation
2. Select TM1 Web and click Next.
3. Choose Standard or Custom installation.
Installing TM1 Web 4-1

Custom TM1 Web Installation Table of Contents | Index
Custom TM1 Web Installation
Use the Custom TM1 Web installation to select which TM1 Web components to
install. A Custom TM1 Web installation also lets you choose the security mode
to use and lets you set parameters such as server names and port numbers. See
“Standard TM1 Web Installation” for the defaults set when you choose a
Standard Web installation.
Configuring TM1 Web Components

The following components are available for a TM1 Web Custom installation:
default

Developer’s
Environment Yes TM1 Architect

Yes TM1 API
Yes TM1 Java API
Yes TM1 .NET API

Yes TM1 Server
Yes TM1 Web Components
Yes TM1 Top
Configuring TCP/IP Ports for TM1 Web
Specify the TCP/IP port number for the following components:
TM1 SSL Admin server Port #

Username and Password for TM1 Services
See “Username and Password for TM1 Services” for details.
If you install TM1 in a distributed environment, where some components
reside on one machine and some components on another, you must enter the
same user name and password each time you run the installation. See also
“Installing TM1 on Networks without Domains.”
Security Settings

Integrated Login
TM1 Authentication
LDAP Authentication LDAP Host LDAP Search Base
LDAP Port LDAP Search Field
Once you’ve installed you cannot change your TM1 authentication mode by
re‐running the Installation Wizard. See “Changing Security Parameters” for
more information. See also the TM1 Operations Guide.
Configuring the TM1 Server
When you install a TM1 server you must specify values for the following
parameters. These values are written to the Tm1s.cfg file, which resides in the
TM1 data directory.
Choose Database
Server Name
Port Number

See “Configuring the TM1 Server” for information on loading sample
databases.
Configuring TM1 Clients
When you install one or more TM1 clients you must specify values for the
following client parameters. These parameters are written to the Tm1p.ini file.
Admin Server Host Name

Configuring Web Components
TM1 Web is delivered through Active Server Pages (ASP) and is supported
only on Microsoft IIS.
The default installation directory for the TM1 Web ASP files is the root
directory of your IIS installation. If you installed IIS in the Microsoft IIS default
installation directory, the TM1 Web default location is
C:\Inetpub\wwwroot\TM1Web\. To install to a different directory, click Change
and navigate to the new directory.

Standard TM1 Web Installation Table of Contents | Index
NOTE: The Windows permissions on the directory into which you install the
Web components must be set to “Everyone.” If the Windows permissions on
this directory are restricted, the TM1 Web client may not be accessible to all
users.
When you install TM1 Web, TM1 installs Dundas Charts © technology.
Dundas Charts © provides the charting functionality of TM1 Web. Dundas
Charts © technology is delivered through two DLLs that are installed on your
IIS web server:
• C:\Inetpub\wwwroot\TM1Web\bin\DundasWebChart.dll
• C:\Inetpub\wwwroot\TM1Web\DundasWinChart\DundasWinChart.dll
After specifying the TM1 Web directory, click Next to proceed to the next
installation screen. If prompted to shut down IIS, click OK.
Standard TM1 Web Installation
A Standard TM1 Web installation installs the following components.
default

Yes TM1 OLE DB Provider

default
Developer’s
Environment Yes TM1 Architect

TM1 API
TM1 Java API
TM1 .NET API
SSL

Yes TM1 Web Components
(ASP script files and TM1ExcelService.exe)
Yes TM1 Top
A Standard TM1 Web installation uses the following default values:
Item Default Value

Admin Server host name Same as computer on which the

installation is run.

server Cognos\TM1\Custom\TM1Data\PlanSamp

Perspectives/TM1 Architect Cognos\TM1Custom\TM1Data\Pdata

Authentication.
A Custom installation gives you the option
of using TM1 Authentication, Integrated
Login or LDAP Authentication.
Disable Excel’s Edit Directly in Selected.

Cell

5 Installing TM1 for 64-bit

Windows
This chapter describes how to install TM1 for 64‐bit Windows using either the
• Custom 64‐bit TM1 Installation
‐ Configuring TCP/IP Ports for 64‐bit TM1
‐ Username and Password
‐ Security Settings
‐ Configuring the 64‐bit TM1 Server
NOTE: To install TM1 x86 (32‐bit) components on a 64‐bit Windows system,
you must use the TM1 x86 Installation Wizard. The TM1 x86 Installation
Wizard includes 32‐bit versions of the TM1 Admin Server, TM1 Server, TM1
Clients, and other TM1 components such as the TM1 Top utility and the TM1
.NET API.
For details see “Installing TM1 x86 on a x64 Windows System.”
After you have answered the introductory prompts (see “Starting the
Installation Wizard”) choose Standard or Custom installation.
Installing TM1 for 64-bit Windows 5-1

Custom 64-bit TM1 Installation Table of Contents | Index
Custom 64-bit TM1 Installation
When you install the 64‐bit Windows version of TM1, you can choose to install
any of the following components:
Installed by Component
default

Yes TM1 Server
Configuring TCP/IP Ports for 64-bit TM1
Specify the TCP/IP port numbers for the following programs:
TM1 SSL Admin server Port #
Username and Password
On Windows, all TM1 services must run under a single domain account. The
TM1 Installation Wizard will configure the services to run under the selected
account. See “Username and Password for TM1 Services” for details.

Security Settings
Integrated Login
TM1 Authentication
LDAP Authentication LDAP Host LDAP Search Base
LDAP Port LDAP Search Field
Once you’ve installed you cannot change your TM1 authentication mode by
re‐running the Installation Wizard. See “Changing Security Parameters” for
more information. See also the TM1 Operations Guide.
Configuring the 64-bit TM1 Server
When you install a TM1 server you must specify values for the following
server parameters. These values are written to the Tm1p,ini file, which resides
in the TM1 data directory. To distinguish x64 sample databases from x86
databases of the same name which may have been installed, the sample 64‐bit
database names have x64 appended to them. The default path of the TM1 data
directory on a 64‐bit Windows system is C:\Program Files\IBM
Cognos\TM1\Custom \TM1Data\PlanSamp.

Choose Database
Server Name
Port Number
Configure TurboIntegrator to Use the ODBC Gateway
When you configure the TurboIntegrator, enter these values:
Gateway Host
Username
Password

Standard 64-bit Installation Table of Contents | Index
Standard 64-bit Installation
A Standard 64‐bit installation installs the following components:
by default

A Standard TM1 installation uses the following default values:
Item Default Value
Admin Server host name Same as computer on which the

installation is run.

TM1 server Cognos\TM1\Custom\TM1Data\PlanSamp

Standard 64-bit Installation Table of Contents | Index

TM1 Perspectives/TM1 Cognos\TM1\Custom\TM1Data\Pdata
Architect

Authentication.
A Custom installation gives you the option
of using TM1 Authentication, Integrated
Login or LDAP Authentication.
Disable Excel’s Edit Directly Selected.

in Cell

6 Installing TM1 x86 on a x64

Windows System
This chapter describes how to install both the x86 and x64 versions of TM1 on a
single, 64‐bit Windows system, such as Windows Server 2003 x64 or Windows
XP Professional x64. Topics include:
• The 64‐bit Application Space
• Importance of Installation Order
• Location of Installed TM1 Program Files
• Naming Conventions for x86 and x64 TM1 Services
• Installing TM1 x86 in Windows x64
• Running the TM1 Database with Both x86 and x64 TM1 Servers
• Running TM1 Web x86 on Windows x64
NOTE: Windows XP Professional x64 is not a server class operating system
and is not a recommended platform for a TM1 production environment.
However, in some situations, it may be used as an individual x64 development
environment for TM1.
After you have answered the introductory prompts (see “Starting the
Installation Wizard”) choose Standard or Custom installation.
Installing TM1 x86 on a x64 Windows System 6-1

The 64-bit Application Space
The following components can be installed and run in the Windows 64‐bit
application space:
• TM1 64‐bit Admin Server
• TM1 64‐bit server
• TM1 64‐bit client applications
WOW64 (32-bit) Application Space
You can install any TM1 x86 (32‐bit) components on an X64 machine into what
is called the Microsoft WOW64 space.
Installation Notes about TM1 Components
The following table summarizes information you need to consider when you
install and run the TM1 components on Windows x64 operating systems.
TM1 Admin Server You can install both the x86 and x64 versions of the TM1

Admin Server, but only one of them can be active. For
details, see “Importance of Installation Order.”
TM1 Server You can install and run multiple copies of both the x86

and x64 versions of the TM1 server on the same machine.
The only exception is that each server has to be
configured to a unique port number. For details, see
“Running the TM1 Database with Both x86 and x64 TM1
Servers.”

TM1 Clients There are currently no 64‐bit TM1 client applications

available.
TM1 Top utility and The TM1 Top utility and the TM1 .NET API are 32‐bit

TM1 .NET API applications and can be installed only into the WOW64
space using the TM1 x86 installation.
Importance of Installation Order
The order in which you install x86 and x64 versions of TM1 determines which
TM1 Admin Server will take precedence:
• Both TM1 Admin Servers are installed as a Windows service and their
active or non‐active status is configured automatically during installation.
• The Admin Server which is installed first (x86 or x64) takes precedence.
Any TM1 servers associated with this system will depend on the first
installed Admin Server.
• An Admin Server from a second installation can be installed, but it will not
be active. The TM1 servers will still depend on the first Admin Server.
• If the installation of the first Admin Server is removed, then the second
TM1 Admin Server becomes active and supports the TM1 servers.
The active/non‐active status of a TM1 Admin Server is determined by its
Startup Type setting in Windows Services:
• The active Admin Server has its service Startup Type set to Automatic.
• The non‐active Admin Server has its service Startup Type set to Disabled.

For example, if you install TM1 x64 first and install TM1 x86 second, the x64
Admin Server is set to Automatic and the x86 version will be Disabled in
Windows Services.
If you then uninstall TM1 x64, the dependencies for all the related TM1 servers
are automatically redirected to the remaining x86 Admin Server.
Location of Installed TM1 Program Files
When you install applications on a x64 Windows system, the program files for
32‐bit and 64‐bit applications are installed into different directories as follows:
• 64‐bit applications are installed to C:\Program Files
• 32‐bit applications are installed to C:\Program Files(x86)
For example, if you select the default installation location when you install
both versions of TM1, the TM1 program files are installed in the following
directories:
• TM1 x64 default directory: C:\Program Files\IBM Cognos\TM1
• TM1 x86 default directory: C:\Program Files(x86)\IBM Cognos\TM1

Naming Conventions for x86 and x64 TM1 Services
The TM1 Installation Wizard uses the following naming conventions when
configuring the Windows Services for the x86 and x64 TM1 Admin Server and
TM1 server.
TM1 Component Windows Service Name
TM1 x86 Admin Server TM1 Admin Server
TM1 x64 Admin Server TM1 Admin Server (x64)
TM1 x86 servers TM1 Server ‐ DatabaseName
Where DatabaseName is the name of the
database you selected during the installation.
For example: TM1 Server ‐ Planning Sample.
TM1 x64 servers TM1 Server - DatabaseName x64

Where DatabaseName is the name of the
database you selected during the installation.
For example: TM1 Server - Planning Sample
x64.
Installing TM1 x86 in Windows x64
No special steps are required to install the x86, 32‐bit version of TM1 in a
Windows x64 environment. The 64‐bit Windows system detects that the
program being installed is a 32‐bit application and automatically installs it into
the WOW64 space.

Running the TM1 Database with Both x86 and x64 TM1 Servers
After you install any TM1 sample databases with the x86 and x64 versions of
TM1, the port numbers for the databases are set to the same port by default.
For example, if you want to run the Planning Sample database with both the
x86 and x64 versions of TM1 server, you have to edit the port number in one of
the Tm1s.cfg files to point to a different port number.
To edit the PortNumber parameter in the Tm1s.cfg file:
1. Locate the Tm1s.cfg file for the sample database that was installed with
either the x86 or x64 TM1 version.
For example, if you installed both versions of TM1 to their default locations,
then the Tm1s.cfg file for the Planning Sample database is located in the
following directories:
For x86 TM1: C:\Program Files(x86)\IBM Cognos\TM1\Custom\TM1Data\PlanSamp
For x64 TM1: C:\Program Files\IBM Cognos\TM1\Custom\TM1Data\PlanSamp
2. Open the Tm1s.cfg file with a text editor, such as Windows Notepad.
3. Locate the line of code where the PortNumber parameter is set, as shown
below, and change the value to a another valid port number.
PortNumber=12345
When you install a TM1 server with the Planning Sample database, the
default port number for the sample is set to 12345. Valid port numbers are
between 5001 and 49151.
4. Save and close the Tm1s.cfg file.
5. In Windows Services, stop and then restart the associated TM1 server.

Running TM1 Web x86 on Windows x64
To run TM1 Web x86 on a Windows x64 system, you must run Microsoft
Internet Information Services (IIS) in 32‐bit mode and configure IIS to run the
32‐bit version of Microsoft ASP.NET 3.0.


7 Installing TM1 on UNIX

This chapter describes how to install TM1 on UNIX.
Topics include:
• Pre‐Installation Tasks
• Starting the Installation Wizard
• After You Complete the Installation
• S89Applix Startup Script
• Uninstalling UNIX TM1
• Silent UNIX Installation
• Console Installation
• Starting a UNIX TM1 Server
Pre-Installation Tasks
Before you install the TM1 software, you should be aware of the following:
• Your UNIX account must have root privileges to successfully run the
installation.
• This installation will modify the /etc/services file. It will also add a startup
script named S89Cognos to the /etc/rs2.d directory (Solaris) or the /sbin/
rc3.d/ directory (HP/UX).
Installing TM1 on UNIX 7-1

Pre-Installation Tasks Table of Contents | Index
Additionally, the following requirements must be met to support the graphical
user interface of the installation program:
• You must have X server software installed on the machine that will host
your TM1 components.
• You must have X server client software installed on the machine from
which you run the TM1 Installation Wizard.
• Your UNIX account must be able to create an X‐Windows connection. On
many systems, you control this through the utility XHOST.
TM1 does provide a silent server installation and a console installation that do
not require an X windows system.
UNIX Installation Checklist
To prepare to install TM1, you should complete the tasks described in the
following checklist:
Familiarize yourself with TM1 terms and concepts.
See the TM1 Users Guide and the TM1 Developers Guide.
Determine which components you want to install and how they should be
distributed across your hardware environment.
Only the TM1 server can be run on UNIX. You cannot run clients or TM1 Web
on UNIX. See “TM1 System Architecture” of the TM1 Operations Guide for
details on how to design the optimal TM1 environment.

Pre-Installation Tasks Table of Contents | Index
Determine your hardware and software requirements.

Refer to the TM1 platform matrix available on the Cognos Global Customer
Services Web site (http://support.cognos.com) for hardware and software
requirements.
If you plan to import data from another relational database, install your
database software first.
If you are running Oracle on UNIX, install the appropriate UNIX client
software for your Oracle database on the UNIX machine. Use the Oracle
Network Configuration Assistant to specify a local net service name.
Check the X-server software on your UNIX machine.
To run the Graphical User Interface UNIX Installation Wizard, X‐server
software must be installed on the machine that will host your TM1
components. You must have X‐server client software installed on the machine
from which you run the TM1 Installation Wizard. If X‐server software is not
installed on the UNIX machine, run the console installation.
Decide what language to set as the default for the installation.
You can choose from a variety of currently available languages. Your choice of
language determines the language in which the Installation Wizard runs. It
also determines the language in which TM1 components will run. In the case
of a TM1 server, messages from the server display in the language you choose.

UNIX Compatible Components
Some TM1 components run only on Windows, so your TM1 system will be
running in a heterogeneous environment. The following table shows each TM1
component and the operating system on which that component is supported.
Supported on UNIX and Windows Supported only on Windows
TM1 Server TM1 Architect

TM1 Admin Server TM1 Client
ODBC Gateway TM1 Perspectives
TM1 Web client
TM1 Web server components
See also “Installing Components on Different Machines.”
Starting the Installation Wizard
Before you start the Installation Wizard, be sure to read “Pre‐Installation
Tasks,” which lists account requirements that you must fulfill to successfully
install this software.
To start the Installation Wizard:
1. Change directories to your CDROM directory, for example,
cd /cdrom
2. Start the Installation Wizard by entering:
./setup.bin

The TM1 Installation Wizard starts.
The Software License Agreement is a legal agreement that describes the
obligations of the licensor and your rights (the licensee). Read this agreement
in full before proceeding with the installation of TM1 products.
Use the Print button to print a copy of the license agreement if desired.
To accept the license terms and continue with the installation, select I accept
the terms of the license agreement, then click Next.
To change the default installation directory click the Browse button and
navigate to the new directory location. To accept the default location, click
Next.
TM1 UNIX Components
The Component Selection screen displays.
Select the components that you want to include in this installation:
by default
Servers

by default
Yes ODBC Gateway

Provides ODBC connectivity in UNIX
environments via the axnet service.
axnet is a server process that launches an ODBC
gateway as requested by the TM1 server.
axnet starts during the operating system’s start‐
up routine, on TCP/IP socket port #5492 by
default. axnet is described in detail in the TM1
Operations Guide.

by default
Yes TM1 Server

The TM1 Server manages requests from TM1
clients. It loads the names of all available
permanent objects (cubes, dimensions, etc.) into
memory and responds to client requests by
performing calculations, consolidations, and
updates as required.
The TM1 Server manages security; grants or
denies access to server objects as required; and
maintains a log of changes to the database.
Yes TM1 Admin Server

A process that keeps track of all TM1 servers
running on a network. An Admin Server runs on
a computer known as an Admin Host.
When a TM1 server starts, the server registers
itself with an Admin Server that is running on a
specified Admin Host.
TM1 clients reference the Admin Server to
determine which TM1 servers are available on the
network.

Configuring TCP/IP Ports in UNIX
Enter the TCP/IP port numbers for the ODBC Gateway, TM1 Admin Server,
and SSL here or click Next to accept the default port numbers and continue
with the installation.
TCP/IP port for ODBC Gateway
TCP/IP port for TM1 Admin Server SSL
Oracle DataSource Configuration
To configure Oracle ODBC datasources for use with TM1 and TurboIntegrator,
enter the following information:
Datasource Name Name of a datasource configured on the

machine that will host the ODBC gateways.
Oracle Service Name Name of the Oracle instance into which you

want to log in. The name you enter must exist in
the file TNSNames.ora.
Database Username Oracle database user name.
Database Password Password for the Oracle database user name.
Location of Oracle Client Path name of the location of the Oracle client

Files files. You can enter an absolute path name or
click Browse and navigate to the location.
You can create up to three Oracle datasources for use with TM1 and
TurboIntegrator. If you want to configure another datasource, select the Create

Another Oracle Datasource option. When you click Next, the Oracle

Datasource Configuration screen displays again, so you can specify the
parameters for the next datasource.
TM1 Server Configuration
Enter the following information to configure your TM1 server:
Server Name
TM1 Server TCP/IP Port
Admin Host Machine Name

Do you want to install the sample data?
Path to TM1 Database If you check Do you want to install sample data, by default
(Sample data or Existing the sample database called Planning Sample is installed. If
Database) you clear this check box, a blank custom data directory is
created.
Setting Up a TM1 Administrative Account
Enter the Administrative Username and Password of a TM1 user that will have

administrator privileges to your TM1 database. The default TM1 administrator
is admin. The default administrator password is apple.
This information is especially important if you install TM1 against an existing
TM1 database, where you may have established an administration account
other than the TM1 default. In this case, you must specify the correct username
and password for a TM1 administrator in the existing database.
TurboIntegrator needs this information to run properly.

Note that this does not add or modify any user names in your TM1 database.
The information you enter here is written to a configuration file, and is used by
TurboIntegrator.
Configure TurboIntegrator to The ODBC gateway is a 32‐bit gateway

use ODBC Gateway that establishes ODBC connections used
by TurboIntegrator option. If you select
this option, the Installation Wizard
prompts you to specify ODBC Gateway
parameters when you click Next.
Install another TM1 Server? Select this option to configure another
TM1 server during this installation
session.
To configure Turbointegrator, specify the following ODBC parameters:
ODBC Host The name of the computer on which your ODBC

gateway is installed.
System A system login user name. This can be a UNIX user
Username name or a name in your Windows domain, depending
on what kind of machine is hosting your ODBC gateway.
System A password corresponding to the system user name.
Password
Installation Summary
The installation summary provides the following information:

After You Complete the Installation Table of Contents | Index
• The directory for your TM1 installation.
• The TM1 components you are installing.
• The amount of disk space your installed components require.
Click Next to install TM1.
After You Complete the Installation
Once you have successfully installed the TM1 software you should perform
the following tasks:
Task For more information see
Login to ensure proper TM1 Users Guide
connectivity. You should log in to
TM1 through TM1 Architect.
Choose an authentication model. TM1 Operations Guide
Set up TM1 security. TM1 Operations Guide
Start TM1. “Starting a UNIX TM1 Server”
S89Applix Startup Script
As part of a Solaris installation, the TM1 creates the /etc/rc2.d/S89Applix
script, which runs every time you boot your UNIX machine. This script starts

Uninstalling UNIX TM1 Table of Contents | Index
the axnet server process that launches ODBC gateways as requested by the
Application Server service, as well as the TM1 server and the TM1 Admin
Server.
On an HP/UX installation, the S89Applix script is created in the directory:
/sbin/rc3.d/
Uninstalling UNIX TM1
You can uninstall TM1 by running the axuninstall script, which resides in your
TM1 installation directory.
To uninstall TM1, follow these steps:
1. Change directories to the <TM1_Install> directory. This is the directory
where your software is installed. For example, /software/TM190.
2. Run axuninstall in the installation directory by issuing the command
./axuninstall
The TM1 Uninstaller displays.
3. Select a language for the uninstaller program and click Next.
4. Click Next on the first screen of the uninstaller.
5. Click Next on the screen that displays the components of your TM1 installa‐
tion.
The Uninstaller asks you if you want to remove the S89Cognos script. This
script starts the TM1 services when your server reboots. If you have
customized the S89Cognos script, you may want to save this file.

Silent UNIX Installation Table of Contents | Index
6. Click Yes to delete the S89Cognos script. Click No to retain the script.
7. Click Finish after the uninstaller has removed TM1 from your system.
The Uninstaller:
• stops all TM1 services
• removes TM1 components
• removes the S89Cognos file, if you selected this option.
• removes all lines referring to TM1 software in the /etc/Services file
To preserve your customizations, none of the files and subdirectories in the
<TM1_Install>/Custom directory are removed when you uninstall TM1. For
example, the configuration files remain available if you reinstall or upgrade
your TM1 software. Similarly, any TM1 data directories that exist in
<TM1_Install>/Custom/TM1Data are not removed.
Silent UNIX Installation
To run a silent UNIX TM1 server installation, enter the following line at a
command prompt:
<path_to_directory_containing_TM1_setup.bin_executable>./
setup.bin -silent
The TM1 server will be installed silently without user input, using the
following default values:
Install directory /opt/IBM Cognos/TM1
Components TM1 Server, Admin Server

Console Installation Table of Contents | Index
Server Name Planning Sample
Server TCP/IP port 12345
Admin Host (blank, defaults to machine where TM1 server is running)
Path to TM1 Database /opt/IBM Cognos/TM1/Custom/TM1Data/PlanSamp
Administrative username Admin
Administrative password (blank)
Console Installation
To run a console UNIX TM1 server installation, enter the following line at a
command prompt:
<path_to_directory_containing_TM1_setup.bin_executable>./
setup.bin -console
You will be prompted to enter server parameter values required to install and
run the TM1 server.
Starting a UNIX TM1 Server
To assist you in starting a UNIX TM1 server, a sample script named
Tm1s_start_example is installed in the <TM1_install>/bin directory. With a few
minor modifications, you can use this sample script to start your UNIX TM1

Starting a UNIX TM1 Server Table of Contents | Index
server. When you use the script to start a server, TM1 uses the Tm1s.cfg file in
the specified data directory to govern the behavior of the server.
To modify tm1s_start_example:
1. Open the file in a text editor.
2. Set the tm1_path parameter to the directory containing the tm1s.exe server
executable file. In most circumstances, this directory is <TM1_install>/bin.
3. Set the tm1_data_path parameter to your server data directory.
4. Set the TM1_PATH parameter to directory containing the tm1s.exe server
executable file. In most circumstances, this directory is <TM1_install>/bin.
NOTE: You must set both tm1_path and TM1_PATH to the same directory.
5. Save the script.
You can save to a new file name if desired. If you have installed multiple
TM1 servers, you should create server‐specific scripts with unique file
names for each server.
6. Run ./tm1s_start_example (or the new file name) to start your TM1 server.
Running the UNIX TM1 Server in Background Mode

The TM1 Installation Wizard adds the following parameter to the Tm1s.cfg
file:
RunningInBackground=T
When you run the TM1 server in background mode, you must use
tm1srvstop.exe to shut down the server. For details, see “Shutting Down a
Remote Server” in the TM1 Operations Guide.

Starting a UNIX TM1 Server Table of Contents | Index

8 Installing TM1 Workflow

TM1 Workflow allows you to create and manage a workflow structure for your
planning and budgeting activities. This document describes how to install
Workflow on your TM1 server, and how to set up your TM1 users to access the
Workflow clients.
The following topics are described in this chapter:
• Workflow Prerequisites
• Running the Workflow Installation Wizard
• Installing Workflow for the First Time
• Upgrading to Workflow from Planning Manager 1.3
• Configuring Workflow for Excel
• Using Workflow with TM1 Web
Installing TM1 Workflow 8-1

Workflow Prerequisites Table of Contents | Index
Workflow Prerequisites
Before you install Workflow, you must have the following software installed
and configured:
• IBM Cognos TM1 Server 9.4 or later.
• TM1 Client or TM1 Perspectives. (You do not need a TM1 Perspectives
license on every client workstation. If users can run the TM1 Client, they
can run Workflow.)
• If you want to run Workflow through TM1 Web, you must have TM1 Web
installed.
• Each Workflow user must be running Excel 2003 or later
• If you are installing Workflow against an existing TM1 database:
‐ The existing TM1 database must have a dimension that holds the names
of budget versions. Without an existing version dimension, you cannot
run Workflow.
‐ You should back up the existing database and store the copy in a safe
place before running the Workflow installation.
Licensing
TM1 Workflow requires TM1 9.4 or later. You must have the following options
enabled in your TM1 Server license:
• TM1 Server
• TurboIntegrator
• TM1 Workflow

Running the Workflow Installation Wizard Table of Contents | Index
Running the Workflow Installation Wizard
You can use the TM1 Workflow Installation Wizard to:
• Install Workflow for the first time
• Upgrade Planning Manager 1.3 to Workflow
NOTE: If you are upgrading from Planning Manager 1.2 or older, you must
first upgrade to Planning Manager 1.3. For more details, visit the IBM Cognos
Global Customer Services Web site (http://support.cognos.com) or contact
your local IBM Cognos Support office. Contact information can be found at
http://support.cognos.com/en/support/about/contact.html.
To begin installing Workflow:
1. Run the Workflow setup.exe file on the Workflow installation CD or from
the Workflow installation package that you downloaded.
The Workflow Installation Wizard runs and displays the Welcome screen.
2. Click Next at the Welcome screen.
The License Agreement screen appears.
3. Accept the license agreement and click Next.
The Custom Setup screen appears.

Use the Custom Setup screen to select the Workflow components that you
want to install, depending on your specific installation scenario. For details,
see the following sections:
Selecting Workflow Installation Components
Installing Workflow for the First Time
Upgrading to Workflow from Planning Manager 1.3
4. Click Next.

If you selected the Excel Addin option on the Custom Setup screen, the

Excel Addin screen appears.
The following Excel Addin options are available:
• Add the Addin to the list of available Addins in Microsoft Excel – This
option makes Workflow appear in the Add-Ins dialog box that appears
when you select Tools > Add-Ins in Excel.
• Automatically load the Workflow Addin when Microsoft Excel starts –
This option starts and displays the Workflow toolbar when you start
Excel.

5. Click Next.
The Ready to Install the Program screen appears.
6. Click Install to complete the installation.

Selecting Workflow Installation Components Table of Contents | Index
Selecting Workflow Installation Components
Use the Custom Setup screen to select the Workflow components that you
want to install, depending on your specific installation scenario.
You can control whether a component is installed or not as follows:
• Choose to enable the installation of the
selected component.

• Choose to disable the installation of the
selected component.
Workflow Components
The available Workflow components include the following Server and Excel
components:
Component Description
Web Server Component Enables the Workflow toolbar and functionality in TM1

Web.
Default installation location is:
C:\Inetpub\wwwroot\TM1Web\
Database Components Includes the TM1 Workflow server files to add to an existing

TM1 database that has not been used with Workflow yet.
C:\Program Files\Cognos\TM1\Custom\TM1Data\TM1
Planning Manager V2\

Component Description
Planning Manager Includes the Workflow upgrade files if you are upgrading

Upgrade from Planning Manager 1.3
C:\Program Files\Cognos\TM1\Custom\TM1Data\TM1
Planning Manager V2 Upgrade\
Excel Addin Enables the Workflow toolbar and functionality in Excel.

C:\Program Files\Cognos\TM1\bin\
Destination Folder for Workflow Components
Each Workflow component is installed to its own specific destination folder.
Click on each component individually to see its destination folder.
To change the destination folder for a component:
1. Select the component on the Custom Setup screen of the Workflow installa‐
tion.
2. Click Change.

The Change Current Destination Folder dialog appears.

3. Select a new destination folder.
4. Click OK to return to the installation wizard.
5. Repeat these steps to change the destination folder for any other Workflow
component.

Installing Workflow for the First Time Table of Contents | Index
Installing Workflow for the First Time
To install a new instance of Workflow on a system with no previous
installation of Workflow:
1. Run the Workflow installation and advance to the Custom Setup screen.
2. On the Custom Setup screen, use the default component selection to install
only the following components:
• Web Server Component
• Database Components
• Excel Addin
3. Set the destination folder of the Database Components depending on how
many TM1 databases you want to use with Workflow.
NOTE: When installing against an existing budget database, the database
must contain budgeting and planning data and have an existing version
dimension. Workflow requires this dimension to store its budget version
names.
Installing Workflow for One Existing TM1 Database

• To install Workflow into an existing TM1 database, select Database
Components and change the Destination Folder to the data directory of
the TM1 server that you want to use with Workflow.

Installing Workflow for the First Time Table of Contents | Index
WARNING: Make sure the existing database has not been used with
Workflow or you will over‐write previous Workflow files.
Installing Workflow for Multiple TM1 Databases

• To apply Workflow to multiple TM1 databases, install the TM1 Database
PM Components to the default destination folder or to another empty
folder.
After the installation, you can then manually copy the database
component files into the other TM1 data directories that you want to use
with Workflow.
4. On the Custom Setup screen, click Next and complete the installation.
5. Restart any of the TM1 servers where you installed Workflow to allow the
Workflow options to be loaded.
NOTE: You also need to enable the Workflow option in the server license
for each TM1 server that will use Workflow.

Upgrading to Workflow from Planning Manager 1.3 Table of Contents | Index
Upgrading to Workflow from Planning Manager 1.3
To upgrade an existing installation of Planning Manager version 1.3:
1. Back up your existing Planning Manager database and store the copy in a
safe place before running the new Workflow installation.
2. Uninstall the previous version of Planning Manager using the Add or
Remove Programs feature in the Windows Control Panel.
3. Run the Workflow installation and advance to the Custom Setup screen.
4. On the Custom Setup screen, select the following components to install:
• Web Server Component
• Database Components
• Planning Manager Upgrade
• Excel Addin
5. Set the destination folder of the Planning Manager Upgrade depending on

how many databases you need to upgrade as follows.

Upgrading to Workflow from Planning Manager 1.3 Table of Contents | Index
Upgrading Planning Manager for One Existing TM1 Database

• To upgrade Planning Manager for an existing TM1 database, select
Planning Manager Upgrade option and change the Destination Folder
to the data directory of the TM1 server that you want to upgrade.
Upgrading Planning Manager for Multiple TM1 Databases

• To upgrade multiple TM1 Planning Manager databases, install the
Planning Manager Upgrade to the default destination folder or to
another empty folder.
After the installation, you can then manually copy the database
component files into each of the TM1 data directories that you want to
upgrade.
6. On the Custom Setup screen, click Next and complete the installation.
7. Re‐start the TM1 server.
8. Open TM1 Architect or Server Explorer and log in to the server.
9. Run the TI process, sm_upgrade_v2.pro, to upgrade the database.
Log in and run this process on other TM1 servers that require upgrading.

Configuring Workflow for Excel Table of Contents | Index
Configuring Workflow for Excel
If you selected the Excel Addin options when installing Workflow, the
installation automatically configures your system to add Workflow to
Microsoft Excel.
• Excel Components on the Custom Setup screen
• Workflow Excel Addin options
After installing Workflow, run Microsoft Excel. TM1 Perspectives should load,
followed by TM1 Workflow. The Workflow toolbar appears in Excel as
follows.

Workflow
toolbar
Troubleshooting the Workflow Excel Add-in
If the Workflow add‐in does not load properly in Excel, try the following:
1. Unload the Workflow add‐in by choosing Tools →Add-ins from the Excel
menu and unselecting the TM1Workflow entry.

2. Click OK and close Excel.
3. Restart Excel and make sure that the TM1 Perspectives add‐in loads prop‐
erly.
4. Choose Tools →Add-ins from the Excel menu.
5. Reload the Workflow add‐in by clicking Browse and manually selecting
the Workflow add‐in, TM1 Planning Manager.xla, located in the <TM1
install directory>\bin directory.

Using Workflow with TM1 Web Table of Contents | Index
Using Workflow with TM1 Web
You can run Workflow as an application in TM1 Web. All of the user functions
described in “The Workflow Toolbar” chapter in the TM1 Workflow
Administrator’s Guide are available through the TM1 Web.
Workflow On The Web
Workflow in TM1 Web is enabled by editing several parameters in the
Web.config file that governs your TM1 Web installation. The Workflow
installation automatically installs these parameters into the TM1 Web
Web.config file. A full description of these parameters and an explantion of the
Web.config file can be found in the “Administering TM1 Web” chapter of the
TM1 Operations Guide.
The Workflow toolbar appears the next time you log in to TM1 Web.
Workflow toolbar in TM1 Web

Workflow Features in TM1 Web
Many of the user features of Workflow are available from TM1 Web. For
example, if you choose a task, the worksheet mapped to that task appears in
TM1 Web. After working on the task, you should be able to use the toolbar to
submit the task.
For a complete description of these features, see the chapter, “Using The
Workflow Toolbar”, in the TM1 Workflow Administrator’s Guide.
NOTE: The Workflow administration console is not supported through TM1
Web. Administration functions for Workflow, such as setting up mapping and
security for Workflow tasks, must be done through Excel.


9 Installing TM1 Viewer Portlets

for Cognos 8 Portal Services
Before you can use the TM1 Viewer Portlets to view existing TM1 cube views
and websheets, you must install them and, if the TM1 data servers are secured
against IBM Cognos 8, configure access to IBM Cognos 8 from the TM1 Viewer
Portlets.
If you no longer use TM1 data sources or plan to upgrade, you can uninstall
the TM1 Viewer Portlets.
Install the TM1 Viewer Portlets
Install the TM1 Viewer Portlets by using the installation wizard that is
provided on the CD containing the main TM1 installer.
You must install the TM1 Viewer Portlets in the same directory as the Gateway
component for IBM Cognos 8, on a computer that is running a supported
Windows server. In addition, the TM1 Web server must be on the same
computer.
Steps
1. Stop the IBM Cognos 8 service.
2. Insert the TM1 Viewer Portlets installation CD.
Installing TM1 Viewer Portlets for Cognos 8 Portal Services 9-1

Configure Access to IBM Cognos 8 From the TM1 Viewer Portlets Table of Contents | Index
3. If the installation wizard does not start automatically, start the wizard by
double‐clicking issetup.exe.
4. On the Welcome page, select the language to use for the installation and
click Next.
NOTE: Regardless of the language that you select for the installation
wizard, all languages for the product are installed.
5. Accept the license agreement and click Next.
6. On the Installation Location page, select the directory where the IBM Cog‐
nos 8 Gateway component is installed and click Next.
You are prompted for the location of a directory in which to store backup
copies of the files that will be overwritten.
7. On the Shortcut Folder page, type the name that you want the shortcut to
use and then click Next.
8. Review the installation summary and then click Next.
9. On the Finish page, view the log files if required and then click Finish.
Configure Access to IBM Cognos 8 From the TM1 Viewer Portlets
If you secured your TM1 data servers against IBM Cognos 8, you must specify
the location of the computers that are running TM1 Web so that users can
access IBM Cognos 8 from the TM1 Viewer Portlets.

Logon Requested or Authentication Error When Accessing a TM1 Viewer Portlet Table of Contents | Index
Steps
1. In the c8_location\templates\ps\portal directory, open the
variables_TM1.xml file in a text editor.
2. In the line with <url></url>, specify the location for TM1 Web.
For example,
<url>http://TM1Webserver/TM1Web/TM1WebLogin.aspx</url>
where TM1Webserver is the name of the computer where TM1 Web is
running.
Tip: Open your TM1 Web application in a browser, and then copy the text
in the address line before the ʹ?ʹ character.
3. Add more URL specifications until you have listed every server that is run‐
ning TM1 Web.
4. Save the file.
Logon Requested or Authentication Error When Accessing a TM1 Viewer Portlet
When you try to open a TM1 Viewer Portlet, you are prompted for your logon
credentials or you receive an authentication error.
The URL values in the variables_TM1.xml file may be incorrect. To resolve the
situation, replace the incorrect URL values.
Steps
1. In TM1 Web, open the TM1 websheet that you were trying to access.
Installing TM1 Viewer Portlets for Cognos 8 Portal Services 9-3

Uninstall the TM1 Viewer Portlets Table of Contents | Index
2. Copy the text in the address line before the ’?’ character.
3. In the c8_location\templates\ps\portal directory, open the
variables_TM1.xml file in a text editor.
4. Find the line that has the incorrect URL value, select everything between
<url> and </url>, and paste the text that you copied from the TM1 websheet.
5. Save the file.
Uninstall the TM1 Viewer Portlets
If you no longer require the TM1 Viewer Portlets or you are planning to
upgrade to a newer release, uninstall the TM1 Viewer Portlets.
Steps
1. From the Start menu, click Programs, IBM Cognos 8, Uninstall IBM Cog-

nos 8, Uninstall IBM Cognos 8.
2. On the Uninstall Language Selection page. select the language for the unin‐
stallation wizard and then click Next.
3. Select IBM Cognos 8 TM1 Viewer Portlets and click Next.
4. When the uninstallation is complete, click Finish.
Some files and folders remain on the computer until you remove them
manually. If you plan to upgrade, do not delete the files and folders.

10 Maintaining and Upgrading

Your TM1 Installation
This chapter describes tasks you should perform after you install TM1. It also
provides information about upgrading to a newer version of TM1.
After successfully installing TM1, you can return to the TM1 Installation
Wizard to perform various tasks. Topics include:
• Maintaining TM1 Components
‐ Repair the TM1 Installation
‐ Remove TM1
• Upgrading TM1
Maintaining TM1 Components
If you try to reinstall the same version of TM1 that is already installed, the
following screen opens:
Maintaining and Upgrading Your TM1 Installation 10-1

Maintaining TM1 Components Table of Contents | Index
You can use these options to Modify, Repair, or Remove the TM1 installation.
Modify Components
To modify your current installation; remove or add components, or change
installation parameters:
1. Insert the TM1 installation CD in your CD drive.
If autorun is enabled on your CD drive, the TM1 Installation Wizard
displays. If autorun is not enabled, run setup.exe in the installation CD root
directory to start the TM1 Installation Wizard.
2. Click Next.
3. Select Modify on the Program Maintenance screen and click Next.
4. Select the TM1 installation package you want to modify.
5. Select the Custom installation type and click Next.

Maintaining TM1 Components Table of Contents | Index
The Component Selection screen displays, showing the current state of
your TM1 installation. Items currently installed display with a disk drive
icon next to the component name. Items not currently installed display with
an X next to the name.
Program maintenance does not include changing the location of the TM1
installation directory. To change the location of the installation directory,
remove all TM1 files and reinstall TM1 in another location.
6. Click Finish to complete the modifications.
Repair the TM1 Installation
If files necessary to a TM1 installation are inadvertently deleted or corrupted,
you can repair your installation.
1. Insert the TM1 installation CD in your CD drive.
If autorun is enabled on your CD drive, the TM1 Installation Wizard
displays. If autorun is not enabled, run setup.exe in the installation CD root
directory to start the TM1 Installation Wizard.
2. Click Next.
3. Select Repair on the Program Maintenance screen.
4. Click Next and answer all subsequent prompts to complete the repair pro‐
cess.
The installation program reinstalls your current configuration. It fixes missing
or corrupt files, program groups, shortcuts, and registry entries.

Upgrading TM1 Table of Contents | Index
Remove TM1
To uninstall all components of TM1, follow these steps:
1. Create a backup copy of your custom data by coping the contents of the
<TM1_Home>\Custom\ directory to a safe place on your hard disk. This
directory contains TM1 configuration files that will be re‐generated by the
TM1 installation.
2. Delete the <TM1_Home>\custom\ directory.
3. From the Control Panel on your computer, choose Add/Remove Pro-
grams.
4. In the list of currently installed programs, select IBM Cognos TM1.
Upgrading TM1
TM1 9.4 does not support automatic upgrading from a previous version of
TM1. If you are upgrading to TM1 9.4, you must back up your previous TM1
database, uninstall the previous version, install TM1 9.4, then restore your
database.
Backing Up Your TM1 Data
If you are currently using any previous version of TM1, you must backup your
TM1 data directory and configuration files before running the TM1 Installation
Wizard for TM1 9.4.
• Save a copy of your existing <TM1_Install>\Custom\ data directory and
sub‐directories to a secure location.

• Save a copy of any TM1 configuration files you may want to retain, such as
the Tm1admsrv.ini file located in the <TM1_Install>\bin\ directory.
• If installing TM1 Web, backup any custom TM1 Web server pages to a
secure location. The default location of the directory containing TM1 Web
server pages is C:\inetpub\wwwroot\TM1Web.
Restoring Your TM1 Database
After installing TM1 9.4, complete these steps to restore your TM1 database:
1. Copy your existing TM1 server data directory to the new
<TM1_Install>\Custom\ that is available after you install TM1 9.4.
2. Restore your existing TM1 configuration files to the <TM1_Install>\bin\
directory.
3. Restore your existing custom TM1 Web server pages to the directory con‐
taining TM1 Web server pages, usually C:\inetpub\wwwroot\TM1Web.


Index
Symbols authentication error
+ plus sign 1-19 TM1 Viewer Portlets 2-3
.NET API 3-3, 4-3 autoload 2-20
.username 2-11
/etc/services 7-1 B
background mode 7-15
Numerics
64‐bit Windows 5-1 C
x86 6-1 change button 1-16
Choose a Product to Install 1-14
A Choose Database 2-17, 4-5
Active Server Pages (ASP) 4-7 Clients
Admin Host 2-7 Configuration 2-20
Admin Server 3-3, 4-3 Perspectives 3-2
Host Machine Name 5-5 TM1 2-3
64‐bit 5-4 TM1 Web 4-3, 4-8
defined 2-17, 2-20 components
TM1 Web 4-5 exclude 1-19
host name 2-24, 3-5, 4-10 Perspectives 3-4
port # 2-24, 3-4, 4-9, 5-5 TM1 2-3
ASP.NET 4-7 TM1 Web 4-2, 4-8
authentication 2-12 console installation 7-14
for user access to IBM Cognos 8 from TM1 Viewer conventions
Portlets 2-2 documentation v
Index 1
copyright ii I
corrupted installation files 3-3 IIS web server 1-6
installation
D checklist 1-3
default values checklist for UNIX 7-2
Perspectives 3-4 console 7-14
TM1 2-24, 5-5 directory 1-16
TM1 Web 4-9 location screen 1-16
Developer’s Environment options screen 1-15
Perspectives 3-3 order in 64‐bit 6-3
TM1 2-4 silent 7-13
TM1 Web 4-3, 4-9 troubleshooting 1-17
Disabled in Windows Services 6-4 Wizard 1-12
documentation conventions v installation prerequisites 1-2
domains installing
account 1-11, 5-2 TM1 Viewer Portlets 2-1
installing without 2-10 Integrated Login 2-12, 2-14, 2-15, 2-21
Dundas Charts © 4-8 TM1 Web 4-5
E L
Edit Directly in Cell 2-20 language 1-11
Excel application LDAP
building 1-20–?? authentication 2-13
exclude host 2-13
components 1-19 port 2-13
search base 2-13
H search field 2-14
HP/UX 1-5, 7-1 License Agreement 1-13, 7-5
local machine syntax 2-11
2 TM1 Installation
locale setting 1-11 R
logging in to TM1 Viewer Portlets regional setting 1-11
authentication error 2-3 repair installation 3-3
ROOT 1-5
M
manuals 3-2, 4-3, 4-8, 5-2 S
Microsoft Excel 2000 1-2 sample data directory 2-25, 3-5, 4-10, 5-5
mixed mode 2-14 Search Base LDAP 2-13
security
N configuring user access to IBM Cognos 8 from TM1
naming conventions Viewer Portlets 2-2
x86 and x64 6-5 mode 2-25, 4-10, 5-6
settings TM1 Web 4-4
O server
ODBC Gateway 1-10 name 4-5
Oracle 1-3, 7-3 Perspectives 3-3, 4-3
TM1 2-5, 5-2
P TM1 Web 4-5, 4-9
password 2-9 UNIX 7-5
permissions 4-8 Service Account TM1 1-4
Perspectives 3-1 setup.exe 1-11
components list 3-2 silent installation 7-13
default values 3-4 Solaris 1-5, 7-1
Planning Sample Data SSL 2-8
x64 6-6 port # 2-24, 4-9, 5-5
privileges startup
Service Account 1-4 property 1-6
product information ii type 6-3
subfeatures 1-19
Index 3
T TM1 Viewer Portlets
TCP/IP port number 2-7, 4-3, 5-2 authentication error 2-3
TEMP 1-9 installing 2-1
TM1 2-20 uninstalling 2-4
Admin Server 1-10 TM1Install.log 1-9
API 3-3, 4-3 Tm1p.ini 3-3, 4-6
Architect 4-3 Tm1p.xla 2-20
authentication 2-13 Tm1s.cfg 4-5, 5-3, 6-6
TM1 Web 4-5 tm1s_start_example 7-14
Client 2-19, 3-3 TurboIntegrator 5-4
Client Configuration 2-20
components list 2-23, 5-5 U
default values 2-24, 5-5 uninstall 3-4
Java API 3-3, 4-3 uninstalling
Perspectives 3-3 TM1 Viewer Portlets 2-4
Perspectives Client 3-2, 4-3 UNIX 1-3, 7-1, 7-3, 7-14
Perspectives/Architect 5-6 UNIX current version 3-8
server 3-3, 3-5, 4-3, 4-9 use integrated login 2-21
configuration 4-5 username 2-9, 5-4
name 1-10, 2-24, 4-9, 5-5
UNIX 7-14 W
UNIX background mode 7-15 Web
Service Account 1-4 components 3-3, 4-3, 4-8
Top 2-6, 3-3, 4-3 Windows
Web 64‐bit application space 6-2
default values 4-9 permissions 4-8
x86 on a Windows x64 6-7 XP Professional 6-1
TM1 Client 1-2 Workflow
TM1 Perspectives 1-2 installation prerequisites 1-2
4 TM1 Installation
X
XHOST 7-2
Index 5

TM1 Installation Guide

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TM1 Installation

Chapter 1 TM1 Installation Overview

Chapter 2 Installing TM1

Table of Contents iii

Chapter 3 Installing TM1 Perspectives

Chapter 4 Installing TM1 Web

Chapter 5 Installing TM1 for 64-bit Windows

Chapter 6 Installing TM1 x86 on a x64 Windows System

Chapter 7 Installing TM1 on UNIX

Chapter 8 Installing TM1 Workflow

Chapter 9 Installing TM1 Viewer Portlets for Cognos 8 Portal Services

Table of Contents vii

Chapter 10 Maintaining and Upgrading Your TM1 Installation

viii TM1 Installation

Business Performance Management with IBM Cognos TM1

About This Manual

Conventions Used in This Manual

Arial Bold Bold Arial text indicates an option to choose or text to type.

Menu Name → Whenever you see a reference to a menu option, the option is

code examples Code examples are in courier.

Printing Copyright Materials

viii TM1 Installation

1 TM1 Installation Overview

TM1 Installation Overview 1-1

Before You Install Installation Checklist

Running the Wizard Starting the Installation Wizard

Installing TM1 Products Installing TM1 Perspectives

Additional Topics Maintaining and Upgrading Your TM1 Installation

1-2 TM1 Installation

TM1 Installation Overview 1-3

Decide what language to set as the default for the installation.

TM1 Service Account

1-4 TM1 Installation

Hardware and Software

.NET Framework Requirements

TM1 Installation Overview 1-5

This error may also display if Microsoft Internet Information Services (IIS) is

1-6 TM1 Installation

ASPNET User is not Defined

TM1 Installation Overview 1-7

Logging Installation Messages

1-8 TM1 Installation

TM1 Installation Overview 1-9

Installing Components on Different Machines

TM1 Server To install the TM1 server, you must know the name of the

TM1 Admin Server This can be installed without any knowledge of your

ODBC Gateway To install the ODBC Gateway on separate machines, you

1-10 TM1 Installation

Important Notes on Distributed Installations

Starting the Installation Wizard

Choose Setup Language

The Choose Setup Language dialog box opens to let you select the language.

TM1 Installation Overview 1-11

1-12 TM1 Installation

Accept the License Agreement

TM1 Installation Overview 1-13

Choose a Product to Install

Microsoft Framework Reminder

1-14 TM1 Installation

Custom or Standard Installation Options

TM1 Installation Overview 1-15

1-16 TM1 Installation

TM1 Installation Overview 1-17