TeamOne configuration ​

You can manage the TeamOne add-on settings either through the TeamOne Configuration (where you can define personal, document and domain level connections and tasks) or directly in a sheet named TEAMONE:

Personal settings ​

In My Settings, you can define private IBM PA connections and private tasks. These personal settings are stored in your Google account and shared across all your Google Sheets documents where you use the TeamOne add-on. It is important to note that no other users can access or view these settings.

Document settings ​

Document Settings are saved in the current Google Sheets document properties and are accessible to all users of a given document. However, only Admin users can view and modify these settings.

Domain settings ​

Domain Settings are available to all corporate accounts. However, only designated domain administrators can view and modify these settings.

Additionally, you can specify the permissions and list the users who can use each IBM PA connection.

TEAMONE sheet ​

You can define IBM Planning Analytics connections and tasks directly on a sheet named TEAMONE. You can use Sheets formulas, copy-paste settings, or comment out individual settings or entire settings blocks.

Merging 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 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, and finally the securitySheet value defined on the TEAMONE sheet.

Document Security ​

When you start using the TeamOne add-on in a new Google Sheets document, no security is defined by default. This means that all users can access the Document Settings and modify the Security. To set up security, go to the Security tab and add the email addresses of users who should be able to use TeamOne in a given document. Once you add 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.

Connections and tasks ​

You can add and configure multiple IBM Planning Analytics Cloud or IBM Planning Analytics Local connections and TeamOne automation tasks:

Refreshing configuration ​

When you open the TeamOne sidebar, the configuration is automatically reloaded. Use the Refresh configuration button after making any changes to the TEAMONE sheet or through TeamOne Configuration.