Private Sets to Cloud Integration

[UserFriendly]

Is anyone aware if private dimension sets can be carried over when integrating Planning Analytics to the Cloud?

[declanr]

Yes.

Private subsets are stored in the data directory in folders for the username.
Generally when migrating you want to take the opportunity to clean up some clutter from the data directory anyway.

Copy all the users folders out to a separate location and Copy that to your cloud server.

After you have set up your users in the cloud and have their new usernames; you can create a 1 to 1 map of new name to old name and copy the contents of the old folders into their new place.

Depending on how many users you have that can be a manual job or done by a quick bat file doing xcopy etc.

Note that these folders also contain private views (not the workspace sort of view but ones created in architect/perspectives/web.)

[tomok]

Having just gone through an IBM Cloud conversion four months ago here's what you need to know: You CAN copy over private views and subsets and the user folder name is controlled by the alias }TM1_DefaultDisplayValue on the }Clients dimension. That alias value is created for you by IBMs user setup routine you go through in PAW when you invite a user to TM1 on the Cloud. By default this value is going to be "Planning Analytics/Your ID@YourDomain.com". So, the user's folder will be called "Your ID@YourDomain.com" and it is going to be in the sub-folder "Planning Analytics" in your server Data folder.

Having said all this you do not have to leave this alias value that IBM sets. You can change it to anything you want. If you take off the "Planning Analytics/" part then the user folders will be in the root of Data. We made our alias value "Users/FirstName space Last Name", so our user folders are in a subdirectory of the Data folder called "Users".

[UserFriendly]

Thank you both! I appreciate your responses and suggestions.