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Adaptive Planning
Last Updated: 2023-06-23
Set Up a Custom Cloud Data Source (CCDS)

Set Up a Custom Cloud Data Source (CCDS)

You can set up a Custom Cloud Data Source (CCDS) and make scripts available for Data Designers using the
Data Sources
pane in the
Component Library
.

Before you Begin

  • Verify you've access to an experienced programmer with thorough JavaScript programming knowledge and experience.
  • Required Permissions:
    Integration Developer
    within the
    Administrative
    permission set. See Concept: Permission Sets.
  • Determine the internet addressable service and credentials to connect to your CCDS.
  • Read the API documentation of the external system you need your CCDS to connect to.
  • Determine the type of authorization (OAuth or System Key) you need to use for the external system.
  • Determine the response format (JSON or XML) from the external system.

Navigation

Compass.png From the nav menu, go to
Integration
Design Integrations

Steps

Create and Configure a CCDS
  1. Select
    Create New Data
    Source
    in the
    Data Sources
    pane.
  2. Select
    Custom Cloud Data Source
    as your data source type, enter a name, and click
    Create
    .
  3. Select
    Parameters
    or
    Static Values
    your CCDS allows the user to enter. For example, start address, end address, period ranges or other information specified by your script.
  4. Select a Log Level in the
    Data Source Settings
    tab. The different types of logs are:
    • Error:
      Only logs errors.
    • Info:
      Logs all basic information including when the data source was updated.
    • Verbose:
      Provides detailed information about all phases and actions. This level is used primarily for debugging or auditing.
  5. (Optional) Select
    Requires Credentials
    in the
    Data Source Settings
    tab to choose an OAuth credential.
    Your credential must already exist in the
    Credentials
    pane.
Define the Parameters
Determine the parameters that the Data Designer should fill in. You can add and configure parameters in
Designer Settings
tab and reference them your script. For example you can add Location, GPS information, Username and Password as your parameters.
Create and Test Your Scripts
  1. Write your scripts in the
    Scripts
    tab.
  2. Select
    Save
    from the
    Actions
    pane to save your script.
  3. Click
    Test Connection
    in the
    Actions
    pane to verify your connection.