How to Install Planning Analytics Spreadsheet Services

Updated as of PASS 2.0.66. Planning Analytics Spreadsheet Services replaced TM1Web within TM1 in August 2020. It is now included in the higher cadence release series, alongside Planning Analytics for Excel and Planning Analytics Workspace. This post runs through how to install Planning Analytics Spreadsheet Services.

Please note that there is a new Windows Service defined for PASS and the old “IBM Cognos TM1” service will be set to Manual and will not start even if you try.

Steps to Install Planning Analytics Spreadsheet Services

Time needed: 30 minutes.

How To Install Planning Analytics Spreadsheet Services (PASS)

  1. Download the latest version of PASS from IBM

    Login to Passport Advantage and download the latest version of PASS from there. Make sure that you are keeping PASS, PAW and PAX in sync and that your PA server is at a version compatible with them as well.

  2. Unzip the PASS installer

  3. Run the PASS installer as an Administrator

    From the unzipped folder, run the installer.

  4. Choose your installation language

  5. Click Next on the Let’s get Started Screen

  6. Accept the license for Planning Analytics Spreadsheet Services

  7. Set the location

    Be careful here that you choose the location of any previously installed version.
    Also make sure you check the box to make the shortcut visible to all users in the Start Menu.

  8. Confirm the Location

    If the location is new, you will get a warning to confirm that you want the installer to create the new folder.

  9. Confirm Overwrite

    If you are installing over the top of a previous installation, read the warning and accept the location.
    Note as well that if you are install gin over the top and DO NOT get this warning, pause and check why!

  10. Confirm the Pre Installation Summary

    Check that everything is ok and then click Install on the Pre-Installation Summary.

  11. Wait for the Installation to Complete

    The installation only takes a few minutes.

  12. Installation Complete!

  13. Start the new Service

    You will new have a new IBM Planning Analytics Spreadsheet Services service on the server. It will not be started by default, so go to Windows Services and start it.

  14. Test the Installation

    Open a browser and connect to TM1web. Remember the URL is http://servername:port/tm1web/, replacing “servername” with your server’s name and “port” usually with “9510”.

Updates to Planning Analytics Workspace and Planning Analytics for Excel

Remember that you MUST keep these three products , PASS, PAW and PAX in sync and that your version of Planning Analytics server must support the versions installed.

See this guide for upgrading Planning Analytics Server.

See this guide for upgrading Planning Analytics Workspace

See this for Upgrading Planning Analytics for Excel

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