Add OfficeConnect Tenants (Adaptive Planning)

Download the latest version of OfficeConnect. See Product Downloads.

Work with your IT administrator to obtain these details for each tenant:

API endpoint URL

Authorization endpoint URL

Security: Access OfficeConnect permission

If your instance uses non-US based, regional authentication, then your authorization URLs and API endpoints vary based on your region. See Reference: Regional Authentication URLs.

You can create tenants in OfficeConnect. The next time you sign in, the sign-in page displays for the tenant that you last connected to.

Start Excel and select

OfficeConnect

in the ribbon.

Click

Set Up Tenants

Specify and save the tenant details. As you complete the task, consider:

Opción	Descripción
Name	The name of the Adaptive Planning tenant you're connecting to. Example: Production tenant or Sandbox tenant.
API endpoint URL	The API endpoint URL for the tenant.
Authorization endpoint URL	The authorization endpoint URL for the tenant.

After you successfully connect to a tenant, the Adaptive Planning sign-in page displays. The saved tenant name displays in a drop-down list in the Log In window.

(Optional) Use the

Manage Tenants

option from the drop-down list to add other tenants. You can edit or delete existing tenants from the list.

(Optional) Select another tenant name from the drop-down list to access a different Adaptive Planning tenant.

(Optional) Change the

Connection

user setting in OfficeConnect to enable users to select a tenant when they sign in. This is useful when your identity provider automatically signs you in.

Your organization can use multiple Adaptive Planning instances, some that integrate with Workday and others that are standalone.

Example:

An Adaptive Planning sandbox instance connects to Workday

An Adaptive Planning production instance is standalone.

On a standalone instance, you can continue to sign in to OfficeConnect with your Adaptive Planning credentials. Depending on your last successful sign-in, if you see the:

Workday sign-in page, click

to sign in to an instance that is standalone.

Adaptive Planning sign-in page, click

to sign in to an instance that connects to Workday. See Add OfficeConnect Tenants (Workday)