How to Easily Move Development Changes to Production in IBM Planning Analytics TM1 with Soterre

Soterre Deployments
Soterre Deployments
February 4th, 2021

TM1 Administrators of the IBM Planning Analytics that follow best practices should be using a development environment to create and test changes before promoting TM1 model modifications to the production environment.  This process can be cumbersome and requires the TM1 server to be restarted which can be very inconvenient to other users.  But today we are going to discuss how you can easily move development changes to Production in IBM Planning Analytics TM1 with a tool called Soterre by Motio.

Soterre Deployments

TM1 Deployment Streamlined

Soterre streamlines deployment for IBM Planning Analytics TM1 content.  Soterre eliminates the manual processes that TM1 otherwise requires for deploying changes into production. Gone are the days when TM1 Administrators must manually copy all the content into the target environment wasting a lot of time.   

Yes, if you are more advanced TM1 administration, you could use TM1 Performance Modeler and leverage the TM1 Transfer Out Command.  But for many of our Finance team members that administer IBM Planning Analytics using the TM1 Transfer Out command can be clumsy but like Soterre the TM1 Transfer Out command can eliminate the need to shut down and restart the TM1 Servers.  This is great news because kicking everyone off the system is never a good thing.   

Soterre however not only eliminates restarts, but it also eliminates the need to keep a manual log of changes, because Soterre tracks the changes for you.  And TM1 Administrators can go back and restore previous versions. Lodestar loves Soterre because it allows our Finance Modelers to follow best practices for IBM Planning Analytics while streamlining the deployment of changes.

No TM1 Server Restarts

Yes, I said you can deploy the TM1 changes to your production environment with Soterre or using the TM1 Transfer Out command without having to restart the IBM Planning Analytic TM1 Servers.  For many Lodestar Solutions TM1 clients this is huge because they must get IT to restart the servers. 

Benefits of Making TM1 Changes without Restarting TM1 Servers

Think about the benefits of not having to restart your TM1 servers.  You don’t have to find an IT resource to restart the server yes, but it is even better than that.  You will eliminate the downtime required to take the TM1 server out of production and wait for cubes to repopulate.  All of this frees you to do fine-tuning updates, pushing out new versions, even on an object level, whenever desired—without disrupting the work of others.  No more scheduling updates after hours or weekends!  Soterre gives IBM Planning Analytics TM1 administrators FREEDOM!

What does Soterre do?

Soterre automates your deployments between environments and gives you more control over managing them.  Soterre allows you to deploy all the changes in folders, or individual objects of a folder.  Not only can the TM1 Modeler choose which TM1 objects to deploy but they can choose which version of the objects.  To make it even easier the TM1 Modeler using Soterre can use tags to organize the TM1 change deployments.

Soterre Wins

Where Soterre outranks using the TM1 Transfer Out command which is available to all IBM Planning Analytics Modelers is when you make a mistake.  Yes, what if you screw up?  Come on admit it.  We have all had one of the oh sh*t moments when deploying changes.  Soterre allows you to undo your change and revert back.  I like to think this is like an insurance policy backing you up in bad times.  Refer to our earlier blog on how Soterre helps with version control, Version Control and Audit trail for IBM Planning Analytics TM1 with Soterre.

Soterre by Motio

Lodestar Solutions thinks Soterre is another amazing tool by Motio.  For years Motio has delivered fabulous tools for Cognos Analytics BI Administrators.  See our blog, Don’t upgrade to Cognos Analytics without Motio!  Now, Motio is making the life of IBM Planning Analytics TM1 Administrators better too.

Learn More:

If you are a TM1 Administrator and looking for a much easier way to deploying changes and want to be able to change your IBM Cognos Planning Analytics TM1 system back when you make a mistake or executives change their mind, then we need to chat about Soterre by Motio.  

Contact Lodestar Solutions to discuss your challenges and how you can get what is like an insurance policy for your IBM Planning Analytics TM1 content.  You will be able to diagnose issues faster, have smoother deployments but most of all piece of mind that when you make a mistake, which we all do, you can fix it fast.

Email Sales@lodestarsolutions.com or call us at 813-415-2910 to set up a demo of Soterre. 

Version Control and Audit Trail for IBM Planning Analytics TM1 with Soterre

Version Control and Audit Trail for IBM Planning Analytics TM1 with Soterre
Version Control and Audit Trail for IBM Planning Analytics TM1 with Soterre
January 28th, 2021

Are you a TM1 Administrator and looking for a better way to know which Modeler changed a TI process or IBM Planning Analytics rule?  Have you ever changed a process or object and thought “Shoot, how can I undo or rollback my change in TM1?”  Introducing version control and audit trail for IBM Planning Analytics TM1 with Soterre.  

Soterre

Soterre is an amazing product developed by our friends at Motio.   You may be familiar with Motio products if you have IBM Cognos Analytics BI, but did you know they also have a tool that helps Cognos Planning Analytics TM1 Administrators? 

Undoing TM1 Object Changes with Soterre

It’s late in the afternoon, the CFO wants to see the final forecast and you notice something is off.  The adrenaline runs through your body.  You need to get home for your child’s birthday, but something is off.  You can’t show the CFO the forecast if something might be wrong…

But wait, your company recently installed Soterre for IBM Planning Analytics.  You login to Soterre do a quick comparison and see that Bob, the new guy made a change to a rule last week.  You drill down on the details and see the exact change that was made.  You pick up the phone call Bob and inquire as to why he made the change.  After a brief discussion you both agree the change should not have been made.  So, you use Soterre to undo the change and revert to the previous rule.  You look at the updates and are happy with the results.  Relief floods your body as you will be home on time.

Soterre

Soterre gives TM1 Administrators the power to:

  • Recover crucial IBM Planning Analytics content that was deleted.
  • Compare previous versions of TM1 content to pinpoint exactly what changed.
  • Deploy content between TM1 environments in a faster, more methodical approach.
  • Select which TM1 objects you want to deploy, or deploy them all, you choose.

What Does Soterre Do for IBM Planning Analytics TM1 Administrators?

Soterre brings much-needed version control to IBM Planning Analytics TM1.  Currently, when a mistake is made in TM1, there is no way to recover the last functioning version.  This deficit has led users to come up with their own homemade version control system—such as copying files from the data directory every time you start a new version.  This is cumbersome, time consuming and stressful.  Have you ever noticed that you need to recover at the worst time like month end closing….?

Soterre automatically versions everything within TM1 and keeps track of all changes so you can easily roll back whatever you need, including objects such as views, chores, and processes.

Automatic Versions with Soterre

With Soterre you can:

  • Easily recover deleted TM1 content (metadata).
  • Restore older versions if something goes wrong.
  • See the highlighted differences between two versions of TM1 so you can quickly see what’s changed from one version to the next.
  • View the history of a TM1 object when you need to know what has been worked on, by whom, and why.
  • Eliminate the manual change tracking of TM1 objects.
  • Promote Dev to Production without restarting the TM1 servers so you can do this while people are in the Cognos Planning Analytics system (See our next Soterre blog for more details on this).

IBM Planning Analytics TM1 Logging

You may be thinking, but can’t I use the TM1 logging that comes out of the box with IBM Planning Analytics TM1?  The Planning Analytics comes with two types of TM1 Logging which, by default they are disabled.

  • Transaction Log - captures all changes to data caused by end users, rules, or processes.
  • Audit Log - captures changes to metadata, security, logon information and other system activity detail.

The transaction log is useful as Soterre does not currently track data changes, but the audit log has very limited function and it does not allow you to undo or roll back changes.  See our earlier blog for more details.

It’s time for us to chat

If you are a TM1 Administrator and looking for a much easier way to handle version control and have a better audit trail for your IBM Cognos Planning Analytics TM1 system, we need to chat about Soterre by Motio.  

Contact us to discuss your challenges and how you can get what is like an insurance policy for your IBM Planning Analytics TM1 content.  You will be able to diagnose issues faster, have smoother deployments but most of all peace of mind that when you make a mistake, which we all do, you can fix it fast.

Email Sales@lodestarsolutions.com or call us at 813-415-2910 to set up a demo of Soterre. 

X