Check out our YouTube playlist for TeamOne demos and tutorials.
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.
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
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.
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.
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. The interface also allows to move any setting to TEAMONE sheet
Global Settings are stored in your the current sheet properties and available to all users, but only Admin users can see this tab, hence can edit it. The interface also allows to move any setting to TEAMONE sheet
You can define TM1 connections and tasks directly on TEAMONE sheet. You can use Sheets formulas, copy\paste settings, comment individual settings or entire settings blocks.
If you have the same named personal, global and TEAMONE sheet settings, they will be merged in the next order:
- Global Settings
- Personal Settings
- 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) and securitySheet. Then other users can also define TM1PROD connection in their personal settings, but popoulate the secret field 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.
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.
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.
- -name (how it will appear in the sidebar, it can be different from the actual TM1 server name)
- -protocol (you can omit it if you have useSSL=T in tm1s.cfg file, otherwise specify http),
- -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) or 80 (for HTTP)
- -server specify your TM1 database name, case sensitive (only for IBM Planning Analytics cloud instances)
- if using IntegratedSecurityMode 4 or 5 specify namespace configured in Cognos Analytics (usually "LDAP")
- -secret is a base64 encoded username and password. Use Extensions > TeamOne > Tools > Secret maker menu to create your own one. 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.
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 Users page.
When connecting to TM1 server, TeamOne will check if a user account has ADMIN security group and if yes, you will enable additional functionality in the sidebar, like Users, Logs and Processes tabs.
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
- Update security, if you defined a server secruity sheet
- Save data on TM1 server
- Open TI console
- Open TM1 Top
- Open TeamOne Configuration
Configuration is automatically reloaded when you open TeamOne sidebar. After you make any changes on TEAMONE sheet or through TeamOne Configuration interface, you should use the Refresh config button: