Copying local files to IBM Planning Analytics

Your IBM® Planning Analytics system includes a dedicated shared folder for storing and transferring data files. You can copy files between your local computer and the IBM Planning Analytics system shared folder with a File Transfer Protocol Secure (FTPS) application.

Before you begin

You must have your IBM Planning Analytics system account information.

You also need an FTP application that supports File Transfer Protocol Secure (FTPS) to securely copy files from your local system to the IBM Planning Analytics system.

Important: To ensure that your data is encrypted when transferred, the Planning Analytics system FTP connection is configured to use FTP with Secure Sockets Layer (FTPS). Make sure to use an FTP application that supports FTPS.

Procedure

  1. On your local computer, open your FTP application and enable the option to use File Transfer Protocol Secure (FTPS).
  2. Enter the information for the connection:
    1. Enter the address for the shared folder on your IBM Planning Analytics system.

      For example:

      customername.planning-analytics.cloud.ibm.com

    2. Enter the user name of FileShare and the assigned password for the cloud shared folder.
  3. Use the FTP application to select and move files between your local computer and the IBM Planning Analytics system.
  4. Log out of the FTP session and close the FTP application.