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Adaptive Planning
Install OfficeConnect with Tenants (IT Admin)

Install OfficeConnect with Tenants (IT Admin)

  • The latest version of OfficeConnect. See Product Downloads.
  • Authentication details for Adaptive Planning tenants configured with Workday SSO or Workday Financial Management. You can find these details in the OfficeConnect API client in Workday:
    • Authorization endpoint URL
    • Rest API endpoint URL
    • Client ID
  • Authentication details for Adaptive Planning tenants without Workday SSO:
    • API endpoint URL
    • Authorization endpoint URL
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 include the tenants during OfficeConnect installation:
  • For per-user installations, use
    OfficeConnectSetup.exe
    .
  • For per-machine installations, use
    OfficeConnectMachineSetup.exe
    .
  1. Create an XML file with the tenant details. You can include:
    • Multiple tenants. Example: Production and Sandbox
    • Multiple tenant types. Example: Adaptive Planning and Workday Financial Management
  2. Install OfficeConnect with the XML file and specify the
    CONNECTIONCONFIG
    property.
    Example:
    C:\Files\OfficeConnectSetup.exe /quiet CONNECTIONCONFIG="C:\Files\tenants.xml"
Example 1: Adaptive Planning tenant without Workday SSO:
<connection name="Production Planning"> <PlanningApiUrl>https://uslogin1.adaptiveplanning.com</PlanningApiUrl> <PlanningAuthorizationUrl>https://uslogin1.adaptiveplanning.com</PlanningAuthorizationUrl> </connection>
Example 2: Adaptive Planning tenant with Workday SSO:
<connection name="Sandbox"> <WorkdayAuthorizationUrl>https://example.myworkday.com/sandboxtenant/authorize</WorkdayAuthorizationUrl> <WorkdayRestApiUrl>https://example.myworkday.com/ccx/api/v1/sandboxtenant</WorkdayRestApiUrl> <WorkdayClientId>Njk0MjQwMGYtMTYxYy00YzEwLWFjZGQtNTBlN2I4YzNiYjU2</WorkdayClientId> </connection>
Example 3: Workday Financial Management tenant:
<connection name="Financials (prod)"> <Type>financials</Type> <WorkdayAuthorizationUrl>https://example.myworkday.com/prodtenant/authorize</WorkdayAuthorizationUrl> <WorkdayRestApiUrl>https://example.myworkday.com/ccx/api/v1/prodtenant</WorkdayRestApiUrl> <WorkdayClientId>Njk0MjQwMGYtMTYxYy00YzEwLWFjZGQtNTBlN2I4YzNiYjU2</WorkdayClientId> </connection>
Example 4: An XML file with multiple tenants:
<connections> <connection name="Planning prod"> <WorkdayAuthorizationUrl>https://example.myworkday.com/prodtenant/authorize</WorkdayAuthorizationUrl> <WorkdayRestApiUrl>https://example.myworkday.com/ccx/api/v1/prodtenant</WorkdayRestApiUrl> <WorkdayClientId>Njk0MjQwMGYtMTYxYy00YzEwLWFjZGQtNTBlN2I4YzNiYjU2</WorkdayClientId> </connection> <connection name="Planning sandbox"> <WorkdayAuthorizationUrl>https://example.myworkday.com/sandboxtenant/authorize</WorkdayAuthorizationUrl> <WorkdayRestApiUrl>https://example.myworkday.com/ccx/api/v1/sandboxtenant</WorkdayRestApiUrl> <WorkdayClientId>abc0MjQwMGYtMTYxYy00YzEwLWFjZGQtNTBlN2I4YzNiYjU2</WorkdayClientId> </connection> <connection name="Financials prod"> <Type>financials</Type> <WorkdayAuthorizationUrl>https://example.myworkday.com/prodtenant/authorize</WorkdayAuthorizationUrl> <WorkdayRestApiUrl>https://example.myworkday.com/ccx/api/v1/prodtenant</WorkdayRestApiUrl> <WorkdayClientId>Njk0MjQwMGYtMTYxYy00YzEwLWFjZGQtNTBlN2I4YzNiY123</WorkdayClientId> </connection> <connection name="Financials sandbox"> <Type>financials</Type> <WorkdayAuthorizationUrl>https://example.myworkday.com/sandboxtenant/authorize</WorkdayAuthorizationUrl> <WorkdayRestApiUrl>https://example.myworkday.com/ccx/api/v1/sandboxtenant</WorkdayRestApiUrl> <WorkdayClientId>abc0MjQwMGYtMTYxYy00YzEwLWFjZGQtNTBlN2I4YzNiY456</WorkdayClientId> </connection> </connections>