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Planning Analytics 2.1 Administration Training- A New Way to Administer Your Environment
Warning: this blog post covers an older version; click here for current release information

Planning Analytics 2.1 Administration Training: A New Way to Administer Your Environment

Planning Analytics 2.1 Administration Training- A New Way to Administer Your Environment
Written by Mike Bernaiche, June 13th, 2024

With the announcement that Planning Analytics 2.0 will reach end of support in April 2025 and the realization that Architect will not be included in Planning Analytics 2.1, the role of a well-trained administrator is crucial. Lodestar is pleased to introduce Planning Analytics 2.1 Administration Training, utilizing the incredibly powerful Planning Analytics Workspace.

Why Administration Training?

If you use Architect to manage your Planning Analytics system, you need to learn the administration features in Workspace. Architect will not be available in Planning Analytics 2.1. Join us for a public Planning Analytics 2.1 Administration training class to prepare for the future of IBM’s Planning Analytics solution.

Streamlined System Management - Planning Analytics Workspace offers a plethora of administrative capabilities that, when utilized effectively, can streamline system management. Training enables administrators to understand the full extent of these capabilities, from managing users and databases to configuring the environment and monitoring system health.

Enhanced User Experience - A trained administrator can ensure that the system runs smoothly, which in turn enhances the user experience. They can manage user activity, optimize system resources, and handle administrative actions with ease, leading to a more efficient and user-friendly environment.

Proactive Problem-Solving - With the right training, administrators can set up alerts and monitor the health of databases, allowing them to be proactive rather than reactive1. This means they can address issues before they become problems, ensuring the system operates without interruption.

Planning Analytics 2.1 Administration Training Details

Details:

Cost - $499

Length of time: 2 hours

Session will be recorded

Includes 1 hour of time with our technical consultant / trainer, scheduled for a future date.

Agenda:

Introduction

Overview of Security in Architect vs PAw
Objectives of the session

Security: Architect vs PAw

Comparison:

  • Architect Security Model
  • Aw (Planning Analytics Workspace) Security Model

Side by Side Differences:

  • Authentication Methods (CAM, Kerberos)
  • User Roles and Permissions
 Access Control Mechanisms

User Management

Adding Users to Workspace:

  • Steps to Add Users
  • Role Assignment

Adding Users to "Databases" (TM1 Models):

  • User Creation and Management
 Role and Permission Settings

Setting up Workbench for Admin Functions

Overview of Workbench
Key Admin Functions and How to Access Them

Data Management

Backup of the Data Directory:

  • Importance of Regular Backups
 Steps to Perform Backups

TI Processes and Chores

Creating TI (TurboIntegrator) Processes:

  • Introduction to TI Processes
  • Steps to Create and Run a TI Process

Creating Chores:

  • Purpose of Chores
 Steps to Create and Schedule Chores

Using Administrator Features in Workspace

Databases:

  • Overview and Management

Agents:

  • Role of Agents and How to Manage Them

Users and Groups:

  • Creating and Managing Users and Groups

Q&A

Open Floor for Questions and Clarifications

Conclusion

Summary of Key Points

 Next Steps and Additional Resources

How to sign up?

We are working on the dates, and we plan to host 3-4 classes before the year ends. We will share a link to register for the class with our customers and on LinkedIn soon. If you want to ensure that you receive the invitation, please contact me at services@lodestarsolutions.com.

For all the changes coming to IBM Planning Analytics check out these recent blogs:

The Future of IBM Planning Analytics - Lodestar Solutions

End of Support for Planning Analytics 2.0.9 - Lodestar Solutions

What’s New in Planning Analytics Workspace 2.1.3 (96) - Lodestar Solutions

Summary

You can see why IBM Planning Analytics 2.1 Administration Training is important. Come to our 2-hour training session to learn how to manage the new Planning Analytics environment that will be available for all customers soon. Contact me at services@lodestarsolutions.com if you have questions or want a private training class.

Picture of Heather Cole

Heather Cole

Heather Cole is the Founder and CEO of Lodestar Solutions, an IBM Gold Partner specializing in IBM Planning Analytics, IBM Cognos Analytics, and FP&A modernization for mid-market CFOs and finance leaders. She is one of only 32 IBM Lifetime Champions worldwide, a licensed attorney, a Certified High-Performance Coach, and a two-time bestselling author. Heather is also the Founder and CEO of Heatherized, an executive coaching practice specializing in executive and leadership alignment for CFOs and finance leaders navigating organizational change. She hosts the Financial Executives International Podcast and previously served on FEI's national board. Heather writes and speaks about IBM Planning Analytics, Cognos modernization, and executive alignment, drawing on more than two decades of hands on experience helping finance teams build planning processes leaders can trust.

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