Connecting to the Planning Analytics remote desktop

Connect to the IBM® Planning Analytics remote desktop so that you can run the hosted desktop-based applications or manage files in the shared folder. For example, you can connect by using Microsoft Remote Desktop Connection and then run TM1® Architect, TM1 Perspectives, and TM1 Performance Modeler.

Before you begin

Planning Analytics is configured to support secure Remote Desktop Protocol (RDP) connections only.

To successfully connect to an Planning Analytics desktop session, you must use an RDP application that supports Network Level Authentication (NLA). RDP applications are available for both Microsoft Windows and non-Windows platforms.

For example, you can use the built-in Remote Desktop Connection feature in Microsoft Windows 7. For more information about this feature, search the Microsoft Support website for Connect to another computer with Remote Desktop Connection.

Note: To configure the RDP client to use secure TLS 1.2 connections on Windows 7, see the following document: Unable to Remote Desktop to Planning Analytics Cloud Rich Tier from Windows 7 Computer (https://www-01.ibm.com/support/docview.wss?uid=ibm10741789).

Before you connect, perform these tasks:

  1. Verify that your version of Windows Remote Desktop Connection supports Network Level Authentication.
    1. Start Remote Desktop Connection.
      Tip: This tool is typically located here: Start menu > All Programs > Accessories > Remote Desktop Connection.
    2. In the Remote Desktop Connection window, click the program icon and then click About.
    3. Verify that the following text is listed: Network Level Authentication supported.
  2. Configure your RDP application to run Windows key combinations on the remote computer.
    1. In Remote Desktop Connection, click Show Options > Local Resources tab.

    2. Under the Keyboard section, set the Apply Windows key combinations option to On the remote computer.

      This option sends your keyboard shortcuts for the Windows logo key and other key combinations to the remote computer and runs them there.

What to do next

Using your RDP application, you can now access the IBM Planning Analytics remote desktop with a Remote Desktop Gateway