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TM1 9.5 Quick Installation and Upgrade Guide€¦ · IBM Cognos TM1 9.5 and upgrading existing TM1...

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TM1 9.5 Quick Installation and Upgrade Guide Nature of Document: Tip or Technique Product(s): TM1 9.5 Area of Interest: Upgrade/Migration
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Page 1: TM1 9.5 Quick Installation and Upgrade Guide€¦ · IBM Cognos TM1 9.5 and upgrading existing TM1 models. ... TM1 Backup and Recovery Guide for further details on creating a backup

TM1 9.5 Quick Installation and UpgradeGuide

Nature of Document: Tip or Technique

Product(s): TM1 9.5

Area of Interest: Upgrade/Migration

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TM1 9.5 Quick Installation and Upgrade Guide

Copyright and Trademarks Licensed Materials - Property of IBM.

© Copyright IBM Corp. 2010

IBM, the IBM logo, and Cognos are trademarks or registered trademarks of InternationalBusiness Machines Corp., registered in many jurisdictions worldwide. Other product andservice names might be trademarks of IBM or other companies. A current list of IBMtrademarks is available on the Web at http://www.ibm.com/legal/copytrade.shtml

While every attempt has been made to ensure that the information in this document isaccurate and complete, some typographical errors or technical inaccuracies may exist. IBMdoes not accept responsibility for any kind of loss resulting from the use of informationcontained in this document. The information contained in this document is subject to changewithout notice.This document is maintained by the Best Practices, Product and Technology team. You cansend comments, suggestions, and additions to [email protected].

Microsoft, Windows, Windows NT, and the Windows logo are trademarks of MicrosoftCorporation in the United States, other countries, or both.Java and all Java-based trademarks and logos are trademarks of Sun Microsystems, Inc. inthe United States, other countries, or both.

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TM1 9.5 Quick Installation and Upgrade Guide

Table of Contents1 Introduction .................................................................................................................. 4

1.1 Purpose ........................................................................................................................ 4 1.2 Applicability .................................................................................................................. 4 1.3 Exclusions and Exceptions .............................................................................................. 4

2 TM1 9.5 Server Install and Upgrade ................................................................................ 4

3 TM1 Web 9.5 Install and Configuration...........................................................................11

4 TM1 Contributor 9.5 Configuration.................................................................................15

5 Troubleshooting the install............................................................................................28

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TM1 9.5 Quick Installation and Upgrade Guide

1 Introduction

1.1 Purpose

The purpose of this document is to provide additional quick installation guidance on installingIBM Cognos TM1 9.5 and upgrading existing TM1 models. This document should be used incombination with the “IBM Cognos TM1 – Installation Guide version 9.5”.

1.2 Applicability

Upgrading to IBM Cognos TM1 9.5 from TM1 9.4.1.

1.3 Exclusions and Exceptions

This example is performed on a 32-bit Windows 2003 Server with Apache Tomcat and IIS.This example installation is performed on a single server using basic TM1 security settings(Mode = 1 (and Mode = 5 but without specifying Cognos 8 Security)).

2 TM1 9.5 Server Install and Upgrade1) Backup Existing TM1 Data

The first step in upgrading your TM1 Servers and TM1 Webs is to make a complete backup ofyour TM1 Server Data Directories and your TM1 Web Directory.

Please refer to the Proven Practice Document: TM1 Backup and Recovery Guide for furtherdetails on creating a backup for TM1 Data.

The screenshot below shows two compressed backup files: TM1Data.7z for the TM1 DataDirectory; and wwwroot.7z for the TM1 Web files.

These files can be used to restore the TM1 9.4 Server data and TM1 9.4 Web virtual directoryshould anything go wrong during the upgrade to TM1 9.5.

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TM1 9.5 Quick Installation and Upgrade Guide

2) Install Pre-Requisites

The next step is to verify that you have all of the pre-requisites installed on the machine thatwill have TM1 9.5 installed on it. From Windows Start go to Control Panel > Add RemovePrograms and verify that Microsoft .Net Framework 3.5 has been installed.

If you do not see Microsoft .NET Framework 3.5 then you must download it from:http://www.microsoft.com/downloads/details.aspx?FamilyId=333325FD-AE52-4E35-B531-508D977D32A6&displaylang=enThen install it and verify it has been applied by returning to the Control Panel and viewing theAdd/Remove Programs list.

Note: You may be prompted to re-start your computer after installing the Microsoft .NETFramework 3.5.

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TM1 9.5 Quick Installation and Upgrade Guide

3) Install TM1 9.5 Server Software

TM1 Installation Wizard should start automatically when you insert the TM1 9.5 software CD.Alternatively, you can commence installation by running “Setup.exe” from the TM1 Installfolder.

Note: If you are upgrading from a prior TM1 version such as TM1 9.4.1, it is not necessary touninstall the prior version if you will be installing TM1 9.5 into the same directory. TM1 9.5will overwrite the previous version program files in that directory. Your data directories shouldnot be affected by the installation of TM1 9.5 over a prior version.

After accepting the Software License Agreement, you will be presented with the option ofchoosing which TM1 Products you would like to install. You are limited to choosing a singleproduct on this screen. However, if you want to install additional products onto the currentcomputer you can re-start the TM1 9.5 Setup.exe and choose “Modify” and then select theadditional components. Alternately, you could choose “Custom” in the next screen and selectall of the components that you would like to install. Thereby, eliminating the need to re-runthe Setup.exe to install the additional software components.

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TM1 9.5 Quick Installation and Upgrade Guide

Then after selecting the product, you are also prompted to select a “Standard” or “Custom”Installation Option. The Standard option will install all the components for the product youselected from the previous screen. You also have the option to change the installationlocation at this point by clicking on the “Change...” button.

Next, you will be provided with the option of accepting the default ports for TM1 Admin Hostand the TM1 Admin Server SSL. You have the option to change the TM1 Admin Server SSLport number at this point if you find that it conflicts with other programs.

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The TM1 Admin Host and several other TM1 processes run as a Service on Windows and atthis point in the installation process, you are prompted to enter an account which TM1 can useto launch the Services in Windows upon start-up. Usually, this account should haveadministrator privileges. Enter the account and passwords in the boxes provided and click“Next”.

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TM1 9.5 Quick Installation and Upgrade Guide

Next you can click “Install” and the software should begin the installation process. When theinstallation completes, you will receive a success message and then you may click the “Finish”button.

4) Starting and Verifying the TM1 9.5 Server Installation

After the TM1 9.5 Server Installation has completed, you should verify that the installationworked by starting the TM1 Services and navigating a TM1 Server instance.

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TM1 9.5 Quick Installation and Upgrade Guide

To begin, open the Administration Tools from the Control Panel and open Services. Scrolldown the list of services until you see TM1 Admin Server. Right-click on that service andchoose Start from the drop-down menu. Also, if you are running any TM1 Server instances asa Windows Service, you can start them now.

After starting the TM1 Services, you can now launch TM1 Architect to verify that your TM1Server instance(s) are opening correctly in the TM1 version 9.5.

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Navigate the Applications, Cubes, Views, Dimensions, etc and when you are satisfied that theTM1 Server is complete and running as expected, you can Exit the program.

3 TM1 Web 9.5 Install and ConfigurationAfter completing the TM1 Server 9.5 installation, the next step covered in the quick guide is toinstall and configure the TM1 Web 9.5 components.

To install TM1 Web 9.5, re-launch “Setup.exe” for TM1 9.5 and choose “Modify”. Expand theClients section of the Components Installation Wizard and choose: “TM1 Web Components”.

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Provide credentials that will allow TM1 Web to install this software on the server.

You may accept the default directory or provide a new location for the installation. If you areupgrading from TM1 Web 9.4.1, it is recommended to install TM1 Web 9.5 in the samedirectory. TM1 Web 9.5 will simply overwrite the TM1 Web 9.4 files.

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After the TM1 Web 9.5 components have installed you will received the successful installationmessage. Click “Finish”.

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TM1 Web 9.5 installs a complete and pre-configured IIS Virtual Directory that can be accessedby opening IIS and browsing your Web Sites and Virtual Directories. You can immediatelystart using TM1 Web to work with your TM1 Server instances and the Cube Views within thoseTM1 Servers.

You can navigate to TM1 Web 9.5 from your browser by entering the following URL:

http:// localhost /TM1Web/ Where “localhost” is the name of the server where TM1Web is installed.

TM1 Web 9.5 working with upgraded TM1 9.4 model: Planning Sample.

4 TM1 Contributor 9.5 ConfigurationTM1 Contributor 9.5 is new functionality for TM1. So, there is no comparable upgrade path.The example below takes the existing TM1 9.4 Server called Planning Sample that wasupgraded to TM1 Server 9.5 in the previous examples and deploys that model with the newTM1 Contributor 9.5 functionality.Pre-requsites:1) Install .NET Framework v3.52) TM1 Web 9.53) Install Java Runtime Environment (JRE) version 6

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TM1 9.5 Quick Installation and Upgrade Guide

4) Install Apache Tomcat or IBM Websphere Community Edition

In this example, Apache Tomcat is used. Note: Apache Tomcat requires that Java RuntimeEnvironment (JRE) version 6 be installed before you are permitted to install Apache Tomcaton your server.

After installing Apache Tomcat, ensure that the encoding is set for ‘utf=-8’ in the file: tomcat-users.xmlThe default location for this file is: C:\Program Files\Apache Software Foundation\Tomcat 6.0\conf\

Open tomcat-users.xml in Notepad and look at the first line of the file. If required, change the‘encoding’ value to ‘utf-8’ and ‘Save’ the file.

The default port for Apache Tomcat is port 8080. To login to Apache Tomcat, navigate yourbrowser to the following URL:http://localhost:8080/Where “localhost” is the name of the server where Apache Tomcat is installed.

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Login to Tomcat Manager by clicking on the Tomcat Manager link in the upper-left section ofthe Apache Tomcat main page. Deploy the WAR file called “pmpsvc.war” that was included inthe installation of TM1 Contributor 9.5. This file is located in the following directory: ...\Program Files\Cognos\TM1\Cadmin\pmpsvc.war

After Tomcat deploys the pmpsvc WAR file, it will be displayed under Applications in TomcatManager.

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To launch TM1 9.5 Contributor, enter the following URL:http://localhost :8080/pmpsvc

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The first time you log into TM1 9.5 Contributor you will be presented with an initializationscreen. The values should be populated based on the components that you have installed.

If the information is correct click “OK”.

You will then be prompted for your TM1 login information. Enter your TM1 user ID andpassword and click “Login”.

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When you have arrived at the TM1 Contributor main page, look for a folder icon in the upper-right section of the screen. This folder is named “Design an Application”

The first time you click on this folder you will be prompted to download and install a .msi filecalled CognosRCP.msi

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Click “Run” to install the file.

After the install completes, re-start your browser session and navigate back to the TM1Contributor Page. Then click on the “Design an Application” folder again.The TM1 Contributor 9.5 Administration Tool should now launch and present you with thefollowing Application Design screen:

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Once you are in the TM1 Contributor Administration Tool, you can follow the process wizard tohelp you design and deploy TM1 Contributor models.

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You can drag cube views and hierarchy dimensions from the TM1 Objects pane to the Designpane.

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Validate the application that you have designed...

Deploy the application...

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Assign security and rights to each node in the dimension hierarchy...

Verify your TM1s.cfg security setting for this TM1 Server...Note: It is a best practice to define the Integrated Security Mode before designing the TM1Contributor application. Once an Integrated Security Mode has been defined for one TM1Contributor application, that same Integrated Security Mode should be used for all TM1Contributor Applications.

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TM1 9.5 Quick Installation and Upgrade Guide

After the TM1 Contributor application has been created, it will be displayed in the main TM1Contributor screen.

However, one more step is required to launch the application. You must click on the far-rightfolder called: Activate this Application...

Now the TM1 Contributor application can be opened and navigated.

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TM1 9.5 Quick Installation and Upgrade Guide

Users can input data, use planning capabilities and create Sandbox Areas to perform ‘What-If’Analysis.

Finally, workflow capabilities are provided to improve communication within the planningprocess.

5 Troubleshooting the installError attempting to open “Design an Application” folder in TM1 Contributor. ModelingADT.msiand CognosRCP.msi have not been installed, yet. Solution: install the .msi files from thecommand line.

Installing the ModelingADT.msi file...

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Installing the CognosRCP.msi file.

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