Getting started

Check out our YouTube playlist for TeamOne demos and tutorials.

Get TeamOne

TeamOne can be added to Google Sheets™ from Google Workspace Marketplace™ (registered trademark owned by Google LLC ) by following this link. Our clients do not have to buy a Google Workspace™ subscription. It can work even with a free account. Though if you have a paid plan, you will be able to install TeamOne for all your users at once.

SSL certificate

IBM PA Local only. To prevent SSL warnings in your browser we recommend configuring a custom SSL certificate (signed by a trusted certificate authority) for your TM1 server. Here are the IBM instructions for How to Configure SSL on IBM Planning Analytics

TeamOne menu

You can find TeamOne under the Extensions menu. It contains options to open the TeamOne Sidebar, TeamOne Configuration, access additional tools and see the About page which displays the current add-on version and your license information. img

TeamOne Configuration

You can manage TeamOne add-on settings either in TeamOne Configuration or on a sheet named TEAMONE. Using TeamOne Configuration you can define personal and global TM1 connections and tasks. And using the TEAMONE sheet you can make the settings dynamic, for instance you can add a tm1 process task and calculate the process parameter values with sheets formulas.

If you have Admin permissions or if you have no security defined, you will see 3 tabs: Personal Settings, Global Settings, Security. Otherwise only the Personal Settings will be available. img

Personal Settings

You can define private TM1 connections and private tasks in Personal Settings. Personal Settings are stored in your Google account and they are shared for all your sheets where you use TeamOne add-on. No other users can see it. You can copy or move settings between Personal and Global or to TEAMONE sheet: img

Global Settings

Global Settings are stored in the current sheet properties and available to all users, but only Admin users can see this tab, hence can edit it.

TEAMONE sheet

You can define TM1 connections and tasks directly on TEAMONE sheet. You can use Sheets formulas, copy\paste settings, comment out individual settings or entire settings blocks.

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Merged Settings

If you have the same named Personal, Global and TEAMONE sheet settings, they will be merged in the next order:

  1. Global Settings
  2. Personal Settings
  3. TEAMONE sheet

For instance, as an admin user, I would like to define a new TM1 connection named TM1PROD in the global settings, this is where I would define the TM1 host, port, namespace (in case of CAM authentication). Then other users can also define TM1PROD connection in their Personal Settings, but popoulate the username/password fields only. Finally on TEAMONE sheet we can aslo define TM1PROD connection and specify a different value for the securitySheet. When opening TeamOne Sidebar, all the settings will be merged, so TM1PROD connection will get the host, port and namespace from the Global Settings, the secret from the Private Settings, finally the securitySheet value defined on the TEAMONE sheet.

Security

By default you have no security defined when you start using TeamOne add-on in a new sheet document. That means all users can see the Global Settings and change the Security. On the Security tab you add user emails and specify who should have Admin permissions. Once you added your first account, other users will not be able to access the Global Settings and Security tabs, unless they are added on the Security tab with Admin permissions.

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TIP

Use Google Sheets sharing options to specify who can see your document and who can edit it. You can also use Protected sheets and ranges to control who can modify the TEAMONE config sheet.

TM1 connection

img You will need at least one TM1 connection. As mentioned above, you can define it in TeamOne Configuration or in TEAMONE sheet. The connection consists of the next parameters:

  • -name (how it will appear in the connection list, it can be different from the actual TM1 server name)
  • -host specify your TM1 server host FQDN
  • -port should be equal to HTTPPortNumber in tm1s.cfg file, you can ommit this parameter if using 443 (for HTTPS)
  • -server (IBM Planning Analytics Cloud only) specify your TM1 database name, case sensitive!
  • -proxy (IBM Planning Analytics Cloud only), a special setting for paid clients to specify TeamOne proxy server to improve the PA Cloud connection speed. Leave it empty if you have a free TeamOne license.
  • if using IntegratedSecurityMode 4 or 5 specify the -namespace configured in Cognos Analytics (usually "LDAP"). Use "LDAP" for IBM Planning Analytics Cloud connections (as it requires a non-interactive user account).
  • When creating or updating TM1 connection in TeamOne Configuration, you can specify your TM1 -username and password, TeamOne will automatically generate and store the corresponding secret. Otherwise you can use Extensions > TeamOne > Tools > Secret maker menu to generate a base64 encoded -secret and set it manually.

See how you can add ::tm1env definition to TEAMONE sheet.

You can also use securitySheetName parameter, which will enable users, groups and permissions synchronization from the specified sheet. You can read more about this feature on the Users page.

TIP

When connecting to TM1 server, TeamOne will check if user account has ADMIN security group and if yes, you will enable additional functionality in the sidebar, like Users, Logs and Processes tabs or TM1 console, TM1top and Compare models menu options.

Planning Analytics Cloud connection

To connect to IBM Planning Analytics Cloud please use the welcome kit document provided by IBM. First of all you will need your IBM Planning Analytics Workspace URL which usually looks like: YourCompany .planning-analytics.ibmcloud.com You should use this URL for the -host connection parameter.

Then you will need to find your -server name, which is basically your TM1 server name which you see in the PAW database list. Please note, the server name is case sensitive!

Finally you should specify the -namespace connection parameter as LDAP and use a non-interactive user account credentials provided in the welcome kit: img

So in the end your connection should look like this: img

TeamOne proxy

If you are located outside of North America, you can significantly increase the connection speed between TeamOne and IBM Cloud using the -proxy connection parameter. Please contact us to get the proxy URL for your geographic region.

TeamOne Sidebar

You can access TeamOne Sidebar from Extensions menu. If you have no TM1 connection defined, TeamOne Configuration screen will pop up automatically where you can add one.

The sidebar toolbar allows you to select the current environment, refresh the config (if you made any changes on TEAMONE sheet or in Configuration menu) and do several quick actions from the main menu:

  • Search TM1 model
  • Compare models
  • Update security, if you defined a server secruity sheet
  • Save data on TM1 server
  • Open TI console
  • Open TM1 Top
  • Open TeamOne Configuration

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Refreshing configuration

Configuration is automatically reloaded when you open TeamOne sidebar. After you make any changes on TEAMONE sheet or through TeamOne Configuration, you should use the Refresh config button:

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