Copying TM1 Server Instances between environments

[redraven71]

We have a server instance for budget planning on the TM1 production environment. I am setting up an TM1 development environment, and I would like to copy the budget planning server instance from the production environment. Is there a easy way to do this? I confess, I am really green at TM1, so I appreciate any advice. If there is a good resource for this type of thing, please point me in the right direction.

Thanks!

[tomok]

You can't copy a server instance but you can copy all the data and metadata. However, you still have to install TM1 on the box that you intend to make your development server. Just do a quick search on this forum for copying between environments, this question has been asked and answered many, many times.

[redraven71]

Thanks! I am getting ready to install the TM1 software, and I know the next step is going to be having a replica of this server loaded in the dev environment in order to test against in the future.

[rmackenzie]

I know the next step is going to be having a replica of this server loaded in the dev environment in order to test against in the future.

The main step is identifying the folder which is set as the DataBaseDirectory in the tm1s.cfg file specific to the server you wish to make a replica of. This folder contains all the cube and dimension files, etc.

You can copy this directory to a new location, and then using a new tm1s.cfg pointing to this copied directory you can start a new instance. Make sure you give this new instance a new name and port number in the new tm1s.cfg file.

Beyond this main step, there a myriad of different strategies and options which, as tomok mentioned, are scattered throughout this forum.

[ovo4fev]

If you are on 10.1 you may wish to experiment with the Transfer function from within Performance Modeler. This will allow you to transfer all objects or just a subset of objects. The big restriction at the moment is that it is metadata only, but that may be OK if going from Production to Development?

You will need create a new TM1 server first on the target. Again in 10.1 you can do this through the Cognos Configuration interface.

If you want data and all objects, then create a new TM1 Server in the target and copy the data directory from production. You will need to make necessary edits to the TM1s.cfg file in the development environment.

Martin

[rmackenzie]

If you are on 10.1 you may wish to experiment with the Transfer function from within Performance Modeler. This will allow you to transfer all objects or just a subset of objects. The big restriction at the moment is that it is metadata only, but that may be OK if going from Production to Development?

My take on it was that the OP is looking to clone the entire instance however it is a good point about the new 10.1 functionality. I think the metadata-only restriction is a big drawback as many TM1 systems, especially planning systems, rely on data other than that in the source, e.g. user-populated attributes, input assumptions, attribute-driven hierarchies, etc for the system to function and this data should move as part of the dev->test->prod cycle.