Getting started #

Check out our LinkedIn page and 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, TeamOne Getting started, access additional tools and see the About page which displays the current add-on version and your license information.

TeamOne Getting Started #

TeamOne Getting Started describes the main TeamOne features, provides a built-in TeamOne documentation search, allows adding new IBM Planning Analytics connections and contains useful TeamOne links:

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, document and domain IBM PA connections and tasks. And using the TEAMONE sheet you can make the settings dynamic, for instance you can add a tm1process task and calculate the process parameter values with sheets formulas.

Personal Settings #

You can define private IBM PA connections and private tasks in My Settings. Personal Settings are stored in your Google account and they are shared for all your Google Sheets documents where you use TeamOne add-on. No other users can see these settings. You can copy and move settings:

Document Settings #

Document Settings are stored in the current Google Sheets document properties and available to all users, but only Admin users can see and edit these settings.

Domain Settings #

Domain Settings are available to all corporate accounts, but only designated domain administrators can see and edit these settings:

You can also specify the permissions and list the users who can use each IBM PA connection:

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.

Merged Settings #

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

1. Domain Settings
2. Document Settings
3. Personal Settings
4. TEAMONE sheet

For instance, as an admin user, I would like to define a new IBM PA connection named IBM Cloud PROD in the Domain or Document Settings, this is where I would define the server host, port and namespace (in case of CAM authentication). Then other users can also define IBM Cloud PROD connection in their Personal Settings, but populate the username/password fields only. Finally on TEAMONE sheet we can aslo define IBM Cloud PROD connection and specify a different value for the securitySheet. When opening TeamOne Sidebar, all the settings will be merged, so IBM Cloud PROD connection will get the host, port and namespace from the Domain or Document 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 Google Sheets document. That means all users can see the Document 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 edit the Document Settings and Security tabs, unless they are added on the Security tab with Admin permissions.

TM1 connection #

You will need at least one IBM PA 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, do not specify the protocol (TeamOne will always use https://)
• -port should be equal to HTTPPortNumber in tm1s.cfg file, you can ommit this parameter if using 443 (default for HTTPS)
• -server (IBM Planning Analytics Cloud only) specify your TM1 database name, case sensitive!
• -proxy (IBM Planning Analytics Cloud only) available to the clients who purchased TeamOne proxy server, used to enable IBM SSO and 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" if using IBM Planning Analytics Cloud connections with non-interactive user account. Not needed if using -proxy and IBM SSO.
• 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.

Planning Analytics Cloud connection #

To connect to IBM Planning Analytics Cloud you will need the next information:

• -host is the same as your IBM Planning Analytics Workspace URL which usually looks like: YourCompany .planning-analytics.ibmcloud.com
• -server this is the TM1 server name which you see in the PAW database list. Please note, the server name is case sensitive!

There are 2 ways you can authenticate to IBM PA Cloud: using a non-interactive account or by configuring IBM Single-Sing-On (SSO).

Using non-interactive accounts #

Non-interactive accounts are special accounts that can connect to IBM PA Cloud from other applications but you cannot use those accounts to log into IBM Planning Analytics Workspace.

You will need to the -namespace connection parameter as LDAP and use a non-interactive user account credentials provided in the welcome kit:

So in the end your connection should look like this:

Using IBM SSO #

Using IBM SSO you will be able to connect to IBM PA with your IBM id (email & password) without storing the credentials in TeamOne like in this video.

First of all, you will need to create a support ticket with IBM and request your CLIENT_ID and CLIENT_SECRET. Secondly, you will need to setup and configure TeamOne Proxy Server (has to be purchased with TeamOne license).

Please reach out to use and we will help you with both steps: teamone@succeedium.com

TeamOne Sidebar #

You can access TeamOne Sidebar from the 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

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:

Succeedium® TeamOne 2023 | Privacy Policy | Terms Of Service