Configure Planning Analytics for Microsoft Excel single sign-on

Planning Analytics for Microsoft Excel supports single sign-on modes 2,3, and 5. You may have to configure Planning Analytics for Microsoft Excel differently, depending on the single sign-on mode you use.

Mode 2

Single sign-on mode 2 allows you to choose between native or Windows login.

Single sign-on mode 2 is configured in Planning Analytics Workspace. See the following topic to configure single sign-on mode 2: Connect to TM1 and authentication servers

Mode 3

Single sign-on mode 3 uses Windows login by default.

Single sign-on mode 3 is configured in Planning Analytics Workspace. See the following topic to configure single sign-on mode 3: Connect to TM1 and authentication servers

Mode 5

Single sign-on mode 5 uses CAM. Use mode 5 if you're using IBM® Cognos security for authentication.

Planning Analytics for Microsoft Excel single sign-on mode 5 requires some files to be dropped into the IBM Cognos Analytics Gateway installation location and some configuration settings to be implemented. Planning Analytics for Microsoft Excel requires an instance of Cognos Analytics Gateway for a dedicated entry point. This Cognos Analytics Gateway instance must be enabled according to the steps described in . This ensures that the Gateway installation is supplemented by the three files that are required (pmhub.html, planning.html, and variables_plan.xml).

The required files are included in the bi_interop.zip file that is located in the directory <TM1 installation location>\bi_interop.

Procedure:

1. On the Cognos Analytics Gateway installation that is selected for the Planning Analytics for Microsoft Excel entry point, navigate to Cognos_root\templates\ps\portal\ where Cognos_root is the installation location of Cognos Analytics.
2. Open the file variables_plan.xml.
3. Verify that the <url>../pmhub.html</url> tag exists below <url>../planning.html</url>.

   The following text is an example of the variables_plan.xml file:

   <?xml version="1.0" encoding="UTF-8"?>
   <CRNenv>
   <urls>
   <url>../planning.html</url>
   <url>../pmhub.html</url>
   </urls>
   <cookies>
   <param name="cam_passport"/>
   <param name="CRN"/>
   </cookies>
   </CRNenv>

4. Close the file.
5. Navigate to Cognos_root\webcontent where Cognos_root is the installation location of Cognos Analytics.
6. Open pmhub.html to edit it.
7. Add the fully qualified Planning Analytics Workspace domain name and port number (if applicable). This enables SSO to operate.
8. Make sure that the user account that is running the web server has permission to access pmhub.html. If you cannot access the pmhub.html in a web browser, check the pmhub.html file properties.