Steps: Set Up Tenants in OfficeConnect
- The latest version of OfficeConnect and if applicable, Excel Interface for Planning (EIP). See Product Downloads.
- If you’re using Adaptive Planning with Workday SSO, complete all setup steps. See Steps: Configure Adaptive Planning for HCM and Financials.
To sign in to OfficeConnect using tenants, you must first set them up. Your IT administrator can set up the tenants either during or post OfficeConnect installation. Or, you as an end user can add the tenants manually from the OfficeConnect client.
- As an IT administrator, use either option:
- Install OfficeConnect with Tenants (IT Admin).In this option, you specify the tenant details in a config file for the OfficeConnect installation.
- Deploy OfficeConnect Tenants to User Machines (IT Admin).In this option, you deploy new or updated tenant details to user machines through the Windows registry.
- As an end user, use either option:
- Add OfficeConnect Tenants (Adaptive Planning)If you're using Adaptive Planning without Workday SSO, use this option.
- Add OfficeConnect Tenants (Workday)If you're using Adaptive Planning with Workday SSO or Workday Financial Management, use this option.