OneCloud has various options to connect and interact with Anaplan. Here is a brief summary:
Anaplan Standard Connection (Standard) is used to perform operations including uploading and downloading data and running Anaplan Actions and Processes. This Connection is used to build all Anaplan automations, with the exception of security settings.
Anaplan Robotic Process Automation Connection (RPA) is only used to automate the security settings for new Import Data Sources. RPA changes the security setting from No (Keep Private) to Everybody or Admins Only in an automated fashion.
📓 A note on Standard:
Standard leverages the Anaplan REST API. To ensure optimal performance, the OneCloud Anaplan BizApp leverages the Anaplan Connect API Client to take full advantage of all the performance enhancements that Anaplan has incorporated into their native command-line client, Anaplan Connect. It is important to note that it is not necessary to install Anaplan Connect to use OneCloud with Anaplan.
📓 A note on RPA:
As the security settings only need be to configure for a New Data Source once, the Anaplan RPA Connection is generally used in a Chain that is specifically designed to upload the New Data Source. All other Anaplan Chains will use Standard.
For more detail about OneCloud's connectivity options along with support for Anaplan issued certificates and CA-signed certificates, please visit the Anaplan BizApp documentation section.
📓 Create a new Anaplan Model
To avoid working in an Anaplan production model, it is advisable to create a new Anaplan model. When you create a new model, make sure to update your OneCloud Workspace variable with the new value. Alternatively, override the variable in the OneCloud DEV Environment.
Step 1: Create a Connection
Navigate to the OneCloud Connection Manager and click the blue (+) circle in the lower-right corner to create a new connection.
Call the connection "Anaplan (DEV)".
Under "BizApp Connection", choose the Anaplan (Standard) BizApp
Under "Basic Info", rename the connection "Anaplan (DEV)".
If necessary, set the Authentication type to be "Basic".
Set the Username to be your own Anaplan Username.
Set the Password to be your own Anaplan Password.
Scroll down to ensure only the "DEV" Environment is enabled for this Workspace.
📓 Observe the listing of the Learning OneCloud Workspace.
Step 2: Create a Connection for Production
Repeat the steps above, but call the Connection "Anaplan (PROD)" and disable the "DEV" Environment.
📓 This second step may or may not be applicable to your environment, but is included to simulate connection mapping in a future tutorial which is a feature with OneCloud's Lifecycle Management (LCM).
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