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Applix 9.1Feature Overview

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Table of Contents

Applix TM1 Platform Support .................................................................... 3New Platforms ................................................................................................................ 3Deprecated Platforms...................................................................................................... 3

Applix TM1 Server Enhancements............................................................. 3Multi-Threaded Server Loading ..................................................................................... 3Data Encryption .............................................................................................................. 3Enhanced Logging .......................................................................................................... 4Performance Counters and Monitoring........................................................................... 5TM1Top .......................................................................................................................... 5Enhanced Locking Mechanism....................................................................................... 5

Application Enablers .................................................................................... 6TM1Web Home Page ..................................................................................................... 6TM1 Action Button......................................................................................................... 7TM1Web Configurability ............................................................................................. 10Application Folder Support for all document types...................................................... 11

Custom Application Development............................................................. 12TM1Web URL API....................................................................................................... 12.NET API ...................................................................................................................... 13

Documentation ............................................................................................ 13Online Documentation Library..................................................................................... 13

TM1Web Code Correction ........................................................................ 14Server Explorer........................................................................................... 14

Rules Editor .................................................................................................................. 14Cube Viewer ................................................................................................................. 15Dimension Editor .......................................................................................................... 18Chores ........................................................................................................................... 18Server Explorer Windows Management ....................................................................... 19System Messages .......................................................................................................... 20

Applix TM1 Installation............................................................................. 20QuickPatch Upgrades.................................................................................................... 20

Applix Executive Viewer ............................................................................ 21Re-branding as Applix Executive Viewer .................................................................... 21API Integration.............................................................................................................. 21TM1 Drill Through ....................................................................................................... 21TM1 Subsets ................................................................................................................. 23TM1 Attributes.............................................................................................................. 24TM1 Spreading Options................................................................................................ 25TM1 Element Security.................................................................................................. 25EV Dimension Manager ............................................................................................... 26

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Applix TM1 Platform Support

New Platforms1. Solaris support has been moved to Solaris 10. To take the best advantage of this

platform, the build environment was moved to Solaris 10 as well. This means thatthis version will not run on older version of Solaris.

2. Support for Firefox 2.0 was added. This provides for TM1 Web access with Firefoxboth on Windows and Macintosh.

3. Official support for IE 7.

Deprecated Platforms1. Windows 2000 Server is no longer a tested platform2. IIS 5 is no longer a tested platform3. IE 5.5 is no longer a tested platform

Applix TM1 Server Enhancements

Multi-Threaded Server Loading1. Leverage multiple processors to concurrently process TM1 Server loading activities2. Especially helpful when processing TM1 Servers having a high volume of feeders3. Not applicable to Rules File saving.4. Note: If using conditional feeders, where the condition clause contains a fed value,

then the multi-threaded option should be turned off as we can not control the order inwhich the feeders are evaluated.

Data Encryption1. Enterprise Strength Authentication, Message Privacy, and Integrity2. Provided through Transport Layer Security (TLS) – the next generation of SSL3. Data Encryption, Data Integrity, and Mutual Authentication using Public Key

Infrastructure (PKI) and X.509 certificates4. Interoperable with Windows and UNIX5. Invisible to End Users6. Can be disabled for 9.1 Server to communicate with 8.4 or 9.0 clients

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Enhanced Logging1. Improved visibility into the health and performance of the Applix TM1 Server2. Removes dependency on dump files for debugging3. Combines Error and Message Logs4. Provides access to Message Log while Server is up (or hung)5. Provides for granular level of log verbosity and ability to control which areas of the

server are performing logging6. Multiple logging destinations – file, memory, or remote system

Before: TM1smsg.log

After: TM1server.logOrganizes data by thread id, message severity, date/time, subcomponent, log data

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Performance Counters and Monitoring1. Enhanced monitoring w/30+ new server metric counters (i.e. threads created, views

and dimensions created and destroyed, subsets created, duplicated, destroyed ordeleted, read lock requests,etc).

2. Integration with Windows Performance Monitoring or viewed via the TM1 PerfMonutility (text only display that runs in a console window).

TM1Top1. Installed with Applix 9.12. Provides transparency to user and thread-level activity with TM1 Server3. Enables cancelling certain threads – TI processing, constructing or calculating a view

Enhanced Locking Mechanism1. Encapsulation of locking processes to enhance predictability and stability during

concurrent write activity.2. More granular Object-Level Write Locks to improve user concurrency performance

2.1. Updates will not impact unrelated TM1 objects3. TI reads/writes managed like any other API call (vs. current Write lock default…

even for reads). No need to control lock status during TI (i.e. LockOn/Off are nolonger relevant)

4. Intent to Update lock permits reads activity against current state of the object whileit’s being updated

5. Chore Integrity – If any TI process within a chore fails, the entire set of TI Processeswill be ‘rolled back’ to their pre-chore execution state.

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Application Enablers

TM1Web Home Page1. Configurable Home Page setting by client or groups of clients (subset of Clients

cube)2. TM1Web Home Page assignment may be a Websheet, CubeView, Executive

Viewer View, or URL Address3. Home Page presentation may be configured to hide or show Navigation frame4. One-Click navigation to Home Page via Toolbar Banner link5. Home Page assignment UI is accessible from TM1 Server Security interface

Home Page Assignment UI:

One-click access to TM1Web Home Page:

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Example TM1Web Home Page in ‘full screen mode’:

TM1 Action Button1. TM1 Function for adding a Button (or Hyperlink) to Excel Workbooks

1.1. All functionality works consistently in Excel Workbooks and TM1WebWebsheets

1.2. Navigate between Excel Workbooks, Excel Sheets, and Websheets1.3. Execute TI Processes1.4. Execute TI Processes and immediately navigate to an Excel Workbook, Excel

Sheet, or Websheet

2. Button-based contextual navigation between Excel Workbooks, Excel Sheets, andWebsheets2.1. Capture Context from Title Elements2.2. Capture Context from Row and Column Elements based on cursor position2.3. Quick-Navigation mode syncs title elements2.4. Advanced Navigation mode permits user-defined definition of context between

source and destination sheets2.4.1. Based on SUBNMs, Cell References, Named Ranges

2.5. Options for destination sheet to overlay existing sheet or open new sheet

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3. Button-based access to TI Processes from Excel Workbooks, Excel Sheets, andWebsheets3.1. Reference named or referenced TI Process3.2. Pass parameters from sheets

3.2.1. SUBNMS, Row/Column Elements, user-defined cells3.3. User-defined success and error messaging3.4. Auto refresh following completion of TI Process

4. User-Defined Appearance of Button or Link4.1. Set Button background and text colors4.2. Apply picture to button-background4.3. Appear as Hyperlink option

TM1 Action Button Function User Interface:

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Example Worksheets with Action Buttons for Navigation and TI Access:

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TM1Web Configurability1. New TM1Web banner2. Home Page option hides or shows TM1Web Navigation frame for client’s entire

session. Additional Option defaults Navigation frame to ‘closed’ with option toopen it.

3. Client-based settings (no UI: contained in {ClientSettings cube) to openWebsheets and/or Cubeviews with or without a Toolbar.

4. Client-based settings (no UI: contained in {ClientSettings cube) to suppressTM1Web document tabs. By suppressing tabs, users will experience subsequentopened documents ‘overlaying’ existing documents – an approach likely to beaccompanied by on-screen navigation buttons.

Websheet presentation without Toolbar or Tabs:

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Application Folder Support for all document types1. Add files or URLs directly to Application Folders2. Documents available within Client or TM1Web mode3. Use URL link and Applix Executive Viewer’s URL API to add Views to Application

Folders4. * Planning Manager 2.0 will permit tasks of any document type

Server Explorer: Add document to Application Folder

TM1Web Application Folders:

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Custom Application Development

TM1Web URL API1. Web Programmers can use the TM1Web URL API to incorporate TM1Web objects

into custom web applications, portals, and dashboards1.1. Websheets1.2. CubeViews1.3. Application Folder Organizer (as XML)

2. Interactive read/write capability3. Access to Action Button based navigation and TI process invocation4. URL address contains parameters to set title elements, permitting objects to remain

‘in sync’ with other objects on the same dashboard or portal.5. Capture changed dimension events to trigger external activity6. Supports Microsoft Windows network authentication7. Configuration parameters for Hiding Toolbar, Hiding Tabs, and AutoRecalc8. Sample documents contained in install (in TM1Web directory)

Custom dashboard with EV and Websheet components, embedded using therespective URL APIs:

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.NET API1. Applix TM1 .NET API published for custom application development2. Object Oriented API3. Ability to query a view of TM1 data and access discrete data and meta data

Documentation

Online Documentation Library1. New Documentation library modeled after MSDN.2. Search and Index topics across all manuals3. Bookmarks, Feedback emails4. Accessible from context-based links in client applications or direct URL5. Contains link to Recommended Practices Library

Online Documentation Library:

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TM1Web Code Correction1. Smart Chart Axes – If you have created a chart in Excel using Auto scaling the Web

Chart should now render similar to the Excel one (we’ve tried to mimic the Excelmechanism but it will not be exact). In previous versions, all auto scaled chartsstarted at zero (0).

2. Dates in a chart along the axis were not picking up the correct formatting and alwaysshowed the date and time. This has been fixed. Also, calculations with dates werenot calculating properly and this has been fixed.

3. Problem with the tool bars showing up in the export and spreading dialogs in IE 7 hasbeen fixed.

Server Explorer

Rules Editor1. New Editor with real text editing capability (based on 3rd party component).

1.1. Standard shortcuts: cut, copy, paste1.2. Undo/Redo1.3. Function hinting and help1.4. Range Commenting/Indenting/expand & collapse ranges to hide rules1.5. Line Numbers1.6. Ability to define/hide Regions1.7. Right click access to dimension list when one is required

2. Save As Option to create back up versions of rules3. Auto-save feature – rules file will automatically autosave your work4. Check Syntax Option. Separate ‘Check Syntax’ option will not launch feeders and

should return quickly with any syntax errors5. Note: Any user launching the rules editor is required to have .NET 1.1 installed on

their machine.

NOTE: A defect in the 3rd party component – Syncfusion has prevented Applix frommaking the ‘new’ Rules Editor the default in Applix 9.1. The defect causes the ruleseditor to crash when Extended Characters are used. If your rules do not containreference to Extended Characters, you may turn the new Rules Editor ON by settingAdvancedRulesEditor=T in your tm1p.ini file (commonly found in c:\documents andsettings\<logged in user name>\Application Data\Applix\TM1

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New Rules Editor:

Cube Viewer1. Row dimension Hierarchy Indenting2. Resizing row dimension column size. The row header can only be grabbed from the

top section as seen below. Any row dimensions are resizeable even if stacked.3. The Row and Column header elements for the selected cell highlight in yellow.4. New Pivot option to swap 2 dimensions with one click. If you drop a dimension tile

on top of another one, a green circle icon will appear and you can pivot them. Sameoptions still exist to drop to the left of right of another tile.

5. The color scheme will change based on your windows color settings.

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Cube Viewer with resizable row header and indented row hierarchy:

Cube Viewer showing ability to swap title and row/column dimensions:

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Cube Viewer showing cell value at the bottom of the screen:

CubeViewer color changes based on Windows settings:

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Dimension Editor1. Dimension Editor displays a grey background to distinguish it from the Subset

Editor

Dimension Editor:

Chores1. Inactive chores will show up greyed out. Active ones will remain orange.2. The processes within a chore will show up in the order that they will execute.

(Dimensions within a cube will also show up in the originally defined order versusalphabetically)

3. *** Important Note *** When you edit a chore you still need to make it inactive inorder to do so. However, on the schedule screen, the ‘Activate Chore’ box will not bechecked by default as was the case previously. If you want this chore to remainactive, you will need to manually check this box. This was changed to preventinactive chores from inadvertently becoming active.

Active and Inactive Chores:

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Server Explorer Windows Management1. Better Windowing management. See picture below … all minimized windows show

up within the Excel label on the task bar.

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System Messages1. Respect for turning on/off warning messages (i.e. Dynamic Subset, Elements you don’t

have access to, etc.). Previously these settings only lasted for that session. Settings arenow written to your tm1p.ini file and will stay that way until you change it.

Tm1p.ini message settings are saved locally:

Applix TM1 Installation

QuickPatch Upgrades1. Service Packs (collections of Updates and minor enhancements) and Updates

(collections of Hot Fixes) subsequent to the release of Applix 9.1 will be installed asupdates

2. No need to uninstall existing version – newly updated files will be copied over pre-existing ones.

3. New Versions (e.g., 9.2 or 10.0) will require an uninstall, but that will be automatedby the install wizards

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Applix Executive Viewer

Re-branding as Applix Executive Viewer1. Install process updated2. Directories and all branding updated

API Integration1. Applix Executive Viewer now leverages Applix TM1’s API for integration2. Performance for large EV reports against Applix TM1, especially those with zero

suppression perform much faster.

TM1 Drill Through1. Applix TM1 Drill Through processes (To external data sources) are accessible in

Applix Executive Viewer. Drill Through processes to Cube Views are not supported.2. Multiple Drill Through rules will appear where applicable.3. Drill Through access is cursor-position (context) based4. Once Drill Through results are presented, user can click in other cells to re-initiate

drill through query with alternative context-related parameters5. Drill Through results appear in Applix Executive Viewer frame6. Dill Through result columns hide/show and re-order7. Drill Through result column background and text formatting8. Drill Through results can be copied and pasted into Excel9. Drill Through results are accessible independently if accessed via Executive Viewer

Client API

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Context sensitive Drill Through Process accessibility:

Drill Through Results:

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TM1 Subsets1. One-click access to TM1 subsets2. Ability to combine subsets3. Find within subsets

One-click access to TM1 Subsets in Member Selection dialog:

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TM1 Attributes1. Find members based on attribute filtering2. Contains, Exact Match, Starts with, Ends with Greater Than, Less Than, etc..3. Selection of attribute name for exact match filtering4. Create Ad Hoc Dynamic Subsets using EV DynaSelect and Attribute Filtering

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TM1 Spreading Options1. Full complement of TM1 Spreading Options2. Displace based on any other dimension value

TM1 Element Security1. TM1 Data and Meta Data Security is respected2. User only views meta data elements to which they have permission (this was not

the case in EV 6.1 against TM1 9.0)

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EV Dimension Manager1. New interface to manage multiple hierarchy-based dimensions and attribute-based

dimensions (applicable to Analysis Services and Essbase)