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Adaptive Planning
Steps: Set Up Planning Data Source Credentials

Steps: Set Up Planning Data Source Credentials

To use
Adaptive Planning
 as a data source within integration, you must create and select a credential. If the username entered in the credential can access a multi-instance environment, you also select the
Adaptive Planning
 instance you want to use. Passwords for
Adaptive Planning
 credentials do not get stored within integration. When you provide a valid
Adaptive Planning
 username and password during authorization an internal token authenticates the user for data source use.
If your instance is Workday-enabled and you synchronized users from Workday to
Adaptive Planning
, you must select a Workday Credential for your Planning data source or create a Planning Credential by selecting
Use Currently logged in user
.

Prerequisites

  • Required Permissions: Data Designer.
  • Acquire the
    Adaptive Planning
     username and password
  • Verify the user exists and can log in to the
    Adaptive Planning
     instance you want to access.
  • Verify the user has the appropriate permissions in their instance to the areas in
    Adaptive Planning
     you need for the loaders you want to create and run.
  • Changing the username within an existing
    Adaptive Planning
     Data Source Credential can change the instance code the credential uses. Existing data sources that use the credential could become invalid.

Navigation

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

Create an
Adaptive Planning
 Credential

  1. Expand the Credentials pane in the Component Library
  2. Select
    Create New Credential
    .
  3. Select
    Planning Credential
     and provide a unique name.
  4. Select
    Create
    .
  5. Select a
    Log level
    :
    • Off
      : Does not log errors. This is the default log level.
    • Error
      : Logs only errors.
    • Info
      : Logs errors and other authorization information.
    • Verbose
      : Logs all errors and messages for debugging and troubleshooting. This level of logging can create more log information than is typically useful.
  6. Select
    Authorize
     in the Actions pane.
  7. Enter an
    Adaptive Planning
     username and password or you can authorize yourself with a single click.
  8. Select
    Authorize
    .
  9. Select the instance if this user exists in a multi-instance environment.
  10. Save the credential.

Authorize the Current User

After creating your credentials, select
Authorize
 from the
Actions
 pane. You can choose yourself as the current authorized user by selecting
Use Currently logged in user
. This enables you to connect to your local instance. A credential set up using this option functions as a local connection, allowing you to use shared parameters in different Planning Data Source configurations. Ensure you have access to the data sources you need.

Use a Credential

Once you complete your
Adaptive Planning
 credential, you can select it when you set up
Adaptive Planning
 as a data source.

Edit a Credential

  1. Expand the Credentials pane in the Component Library.
  2. Select the menu icon intcomplibicon.png for the credential you want to edit.
  3. Edit the credential settings.
  4. Select
    Test connection
     in the Actions pane to verify these credentials work.
  5. Save the credential.
Changing the username within an existing
Adaptive Planning
 Data Source Credential can change the instance code the credential uses. Existing data sources that use the credential could become invalid.

Restrict Who Can Edit a Credential

  1. Expand the Credentials pane in the Component Library.
  2. Select the credential you want to restrict.
  3. Select
    Grant edit permission
     in the Actions pane.
  4. Select the
    Groups
    ,
    Roles
    , or
    Users
     who can edit this credential.
  5. Save the permissions.

Delete a Credential

Deleting a credential removes it from every data source using it. You must select another credential or create a new credential for all of those data sources. If you don't provide credentials for the associated data sources, manual and scheduled loaders won’t run.
  1. Expand the Credentials pane in the Component Library.
  2. Select the credential you want to delete.
  3. Select
    Show usages
     in the Actions pane to review a list of all of the data sources using this credential.
  4. Select the menu icon intcomplibicon.png in the Component Library for the credential you want to delete.
  5. Select
    Delete
    .
  6. Confirm that you want to delete.