How To
Summary
This document outlines the steps to connect to a Planning Analytics as a Service Database, using the REST API with PA API Key
Environment
Document is applicable only to Planning Analytics as a Service, where the API Key is generated in Planning Analytics.
Steps
See: https://cloud.ibm.com/docs/planning-analytics?topic=planning-analytics-api__key_based_authentication
OBTAIN AN API KEY FROM PLANNING ANALYTICS
OBTAIN AN API KEY FROM PLANNING ANALYTICS
- In your web browser, navigate your Planning Analytics as a Service URL and log in
- In the top right, select your name and click Manage API Keys
- Click the Generate Key button. Provide the Name and Description and click Generate key.
- Copy the key to the clipboard or download and save as needed.
- NOTE: The key can not be retrieved once this window is closed
- You have now successfully created an API Key which can be used to Planning Analytics as a Service
AUTHENTICATING TO PLANNING ANALYTICS AS A SERVICE USING API KEY
The steps below are demonstrated using Postman for the REST API client, however, are applicable to all REST API clients. To download and install Postman, see: https://www.postman.com/downloads
- Open Postman and create a New Collection. In this example, we have created a collection named PA as a Service
- To communicate with Planning Analytics as a Service, a paSession cookie must be passed with any requests. This paSession must be retrieved and saved for reuse by subsequent requests. PostMan will handle this automatically.
- Add the following variables (apikey, tm1db, tenant, host), and populate the Initial value with the settings that reflect the environment you are connecting to:
- Be sure to update with your own apikey. Tenant and Host information can be found in your PA URL: https://us-east-1.planninganalytics.saas.ibm.com/?accountId=A1BCDEFGHO1X&tenantId=8ABCDE2FGH1E&perspective=pa-administration
- Add a new HTTP Request to the PA as a Service collection. Change the type of Request to a GET request, and paste the following as the URL: {{host}}/api/{{tenant}}/v0/rolemgmt/v1/users/me
- Click the Authorization tab of the GET request and select Basic Auth
- Input the username as the string: apikey
- Input the password as the string: {{apikey}} (this contains the API Key variable value)
- Save the new HTTP Request with an appropriate name such as ‘Authenticate to Planning Analytics’.
- Click the Send button to send/test the HTTP Request
- If set up correctly, the Response Body will return your user details
- A paSession cookie will be set for use with subsequent requests
- You have now successfully created an HTTP Request to establish a session with Planning Analytics
USING PASESSION TO COMMUNICATE WITH PA SERVER VIA REST API
To communicate with the PA Server via the REST API, a valid paSession cookie is required. The cookie must be included with any request to the PA Server.
- Add a new HTTP Request to the PA as a Service collection. The type of request should be a GET request, using the following URL: {{host}}/api/{{tenant}}/v0/tm1/{{tm1db}}/api/v1/Cubes
- Click the Auth tab of the new request. Ensure auth type is set to No Auth.
- Save the request with an appropriate name, such as ‘Get Cubes from TM1 Server’
- Click Send to execute and test the REST API request. If successful, the output of the /api/v1/Cubes TM1 Server request is provided in the response.
- If unsuccessful (403 Forbidden), review the Headers tab of the request and look at the Cookie value for a paSession cookie.
- If not set, revisit the previous section and review the apikey authentication.
Document Location
Worldwide
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Document Information
Modified date:
18 June 2024
UID
ibm17137883