TM1 Installation Guide

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TM1 Installation

Product Information ThisdocumentappliestoIBMCognosTM19.4andmayalsoapplytosubsequentreleases.Tocheckfornewer versionsofthisdocument,visittheIBMCognosGlobalCustomerServicesWebsite(http://support.cognos.com). Copyright Copyright2008CognosULC(formerlyCognosIncorporated).CognosULCisanIBMCompany. PortionsofCognosULCsoftwareproductsareprotectedbyoneormoreofthefollowingU.S.Patents:6,609,123 B1;6,611,838B1;6,662,188B1;6,728,697B2;6,741,982B2;6,763,520B1;6,768,995B2;6,782,378B2;6,847,973B2; 6,853,375B2;6,907,428B2;6,986,135B2;6,995,768B2;7,062,479B2;7,072,822B2;7,111,007B2;7,130,822B1; 7,155,398B2;7,171,425B2;7,185,016B1;7,213,199B2;7,243,106B2;7,257,612B2;7,275,211B2;7,281,047B2; 7,293,008B2;7,296040B2;7,318,058B2;7,325,003B2. CognosandtheCognoslogoaretrademarksofCognosULC(formerlyCognosIncorporated)intheUnitedStates and/orothercountries.IBMandtheIBMlogoaretrademarksofInternationalBusinessMachinesCorporationin theUnitedStates,orothercountries,orboth.Othercompany,product,orservicenamesmaybetrademarksor servicemarksofothers. Whileeveryattempthasbeenmadetoensurethattheinformationinthisdocumentisaccurateandcomplete, sometypographicalerrorsortechnicalinaccuraciesmayexist.Cognosdoesnotacceptresponsibilityforanykind oflossresultingfromtheuseofinformationcontainedinthisdocument. Thisdocumentshowsthepublicationdate.Theinformationcontainedinthisdocumentissubjecttochange withoutnotice.Anyimprovementsorchangestotheinformationcontainedinthisdocumentwillbedocumented insubsequenteditions. U.S.GovernmentRestrictedRights.ThesoftwareandaccompanyingmaterialsareprovidedwithRestricted Rights.Use,duplication,disclosurebytheGovernmentissubjecttotherestrictionsinsubparagraph(C)(1)(ii)of theRightsinTechnicalDataandComputerclauseatDFARS252.2277013,orsubparagraphs(C)(1)and(2)ofthe CommercialComputerSoftwareRestrictedRightsat48CFR52.227asapplicable.TheContractorisCognos Corporation,15WaysideRoad,Burlington,MA01803. ThisdocumentcontainsproprietaryinformationofCognos.Allrightsarereserved.Nopartofthisdocumentmay becopied,photocopied,reproduced,storedinaretrievalsystem,transmittedinanyformorbyanymeans,or translatedintoanotherlanguagewithoutthepriorwrittenconsentofCognos. PublicationDate:July2008

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Table of ContentsChapter 1 TM1 Installation OverviewInstallationChecklist .......................................13 TM1ServiceAccount ......................................14 HardwareandSoftware ....................................15 .NETFrameworkRequirements...........................15 LoggingInstallationMessages ...............................18 InstallingComponentsonDifferentMachines ................110 ImportantNotesonDistributedInstallations ..............111 StartingtheInstallationWizard .............................111 ChooseSetupLanguage.................................111 AccepttheLicenseAgreement ...........................113 ChooseaProducttoInstall .................................114 MicrosoftFrameworkReminder .........................114 CustomorStandardInstallationOptions.....................115 InstallationLocation ....................................116 SelectingComponentstoInstall ..........................118

Chapter 2

Installing TM1CustomTM1Installation....................................22

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CustomTM1Components ...............................23 ConfiguringTCP/IPPortsforTM1 ........................27 UsernameandPasswordforTM1Services .................29 InstallingTM1onNetworkswithoutDomains .............210 SecuritySettings.......................................212 IntegratedLoginModes.................................214 ConfiguringtheTM1Server .............................216 ConfiguringTM1Clients................................219 BegintheInstallation...................................221 PostInstallationTasks ..................................221 StandardTM1Installation .................................223

Chapter 3

Installing TM1 PerspectivesCustomTM1PerspectivesInstallation........................31 ConfiguringTM1Perspectives ............................33 StandardTM1PerspectivesInstallation .......................34

Chapter 4

Installing TM1 WebCustomTM1WebInstallation...............................42 ConfiguringTM1WebComponents ......................42 ConfiguringTCP/IPPortsforTM1Web ....................43 UsernameandPasswordforTM1Services .................44 SecuritySettings........................................44 ConfiguringtheTM1Server ..............................45

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ConfiguringTM1Clients.................................46 ConfiguringWebComponents............................47 StandardTM1WebInstallation ..............................48

Chapter 5

Installing TM1 for 64-bit WindowsCustom64bitTM1Installation..............................52 ConfiguringTCP/IPPortsfor64bitTM1 ...................52 UsernameandPassword .................................52 SecuritySettings........................................53 Configuringthe64bitTM1Server ........................53 Standard64bitInstallation..................................55

Chapter 6

Installing TM1 x86 on a x64 Windows SystemThe64bitApplicationSpace .............................62 WOW64(32bit)ApplicationSpace ........................62 InstallationNotesaboutTM1Components.................62 ImportanceofInstallationOrder..........................63 LocationofInstalledTM1ProgramFiles ...................64 NamingConventionsforx86andx64TM1Services..........65 InstallingTM1x86inWindowsx64........................65 RunningtheTM1DatabasewithBothx86andx64TM1Servers 6 6 RunningTM1Webx86onWindowsx64...................67

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Chapter 7

Installing TM1 on UNIXPreInstallationTasks.......................................71 UNIXInstallationChecklist ..............................72 UNIXCompatibleComponents ...........................74 StartingtheInstallationWizard ..............................74 AccepttheLicenseAgreement ............................75 InstallationLocation .....................................75 TM1UNIXComponents .................................75 ConfiguringTCP/IPPortsinUNIX........................78 OracleDataSourceConfiguration .........................78 TM1ServerConfiguration................................79 SettingUpaTM1AdministrativeAccount .................79 InstallationSummary ...................................710 AfterYouCompletetheInstallation.........................711 S89ApplixStartupScript ...................................711 UninstallingUNIXTM1 ...................................712 SilentUNIXInstallation ...................................713 ConsoleInstallation.......................................714 StartingaUNIXTM1Server................................714

Chapter 8

Installing TM1 WorkflowWorkflowPrerequisites.....................................12 Licensing ..............................................12

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RunningtheWorkflowInstallation...........................13 SelectingWorkflowInstallationComponents ..................17 WorkflowComponents..................................18 DestinationFolderforWorkflowComponents..............19 InstallingWorkflowfortheFirstTime .......................111 UpgradingPlanningManager1.0or1.1......................113 UpgradingPlanningManager1.2...........................115 ConfiguringWorkflowforExcel............................116 TroubleshootingtheWorkflowExcelAddin ..............117 UsingWorkflowwithTM1Web............................119 WorkflowOnTheWeb .................................119 WorkflowFeaturesinTM1Web .........................119

Chapter 9

Installing TM1 Viewer Portlets for Cognos 8 Portal ServicesInstalltheTM1ViewerPortlets..............................21 Steps ..................................................21 ConfigureAccesstoIBMCognos8FromtheTM1ViewerPortlets 22 Steps ..................................................23 LogonRequestedorAuthenticationErrorWhenAccessingaTM1 ViewerPortlet .............................................23 Steps ..................................................23 UninstalltheTM1ViewerPortlets ...........................24 Steps ..................................................24

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Chapter 10

Maintaining and Upgrading Your TM1 InstallationMaintainingTM1Components ..............................31 ModifyComponents ....................................32 RepairtheTM1Installation...............................33 RemoveTM1...........................................34 UpgradingTM1 ...........................................34 BackingUpYourTM1Data ..............................36 DeterminingtheCurrentlyInstalledVersionofTM1 .........37 DeterminingtheCurrentVersiononUNIX.................38 UpgradingTM19.1orNewer.............................39 UpgradingaPre9.1VersionofTM1 ......................310 CancellinganInstallationWhentheExistingVersionofTM1 CannotbeUpgraded ...................................311 UpgradingTM1Web ......................................311 UpgradingTM1Webfroman8.xVersionofTM1toa9.xVersion ofTM1................................................313 TroubleshootingtheTM1WebInstallation ................313 StoppinganyWindowsServicesorProgramsLockingtheTM1 WebFiles .............................................314 RepairingaCancelledorIncompleteInstallationofTM1Web 316

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PrefaceBusiness Performance Management wi