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Adaptive Planning
Deploy OfficeConnect Tenants to User Machines (IT Admin)

Deploy OfficeConnect Tenants to User Machines (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.
For new or existing OfficeConnect installations, you can deploy and update the tenants directly to users. You can deploy the tenant details to the Windows registry using any method your organization prefers, including group policy, scripts, or deployment software.
You can deploy tenant configuration to either of these registry locations. Deploying tenants to all users on a machine is the preferred configuration.
  • HKEY_CURRENT_USER\Software\Adaptive Insights
     to manage tenants for individual users.
  • HKEY_LOCAL_MACHINE\Software\Adaptive Insights
     to manage tenants for all users on a machine.
  1. In the desired registry hive, add the
    SOFTWARE\Adaptive Insights\Connections
     key.
  2. Under the
    Connections
     key, include a
    LastUpdated
     entry and set the value to the current Universal Time Coordinate (UTC) date and time. Whenever you want to update user tenants, you must update this value. The OfficeConnect configuration is updated whenever the
    LastUpdated
     value changes.
  3. Add a key for each tenant. You can include:
    • Multiple tenants. Example: Production and Sandbox.
    • Multiple tenant types: Example: Adaptive Planning and Workday Financial Management
Example 1: Registry (.reg) file for an Adaptive Planning tenant without Workday SSO: 
Windows Registry Editor Version 5.00
[HKEY_CURRENT_USER\Software\Adaptive Insights\Connections]
"LastUpdated"="2024-04-24T15:10:20"
[HKEY_CURRENT_USER\Software\Adaptive Insights\Connections\production]
"PlanningApiUrl"="https://uslogin1.adaptiveplanning.com"
"PlanningAuthorizationUrl"="https://uslogin1.adaptiveplanning.com"
Example 2: Registry (.reg) file for an Adaptive Planning tenant with Workday SSO: 
Windows Registry Editor Version 5.00
[HKEY_CURRENT_USER\Software\Adaptive Insights\Connections]
"LastUpdated"="2024-04-24T15:10:20"
[HKEY_CURRENT_USER\Software\Adaptive Insights\Connections\Sandbox]
"WorkdayAuthorizationUrl"="https://example.myworkday.com/sandboxtenant/authorize"
"WorkdayRestApiUrl"="https://example.myworkday.com/ccx/api/v1/sandboxtenant"
"WorkdayClientId"="Njk0MjQwMGYtMTYxYy00YzEwLWFjZGQtNTBlN2I4YzNiYjU2"
Example 3: Registry (.reg) file for a Workday Financial Management tenant. The
Type=financials
 value is required for Financial Management tenants. Without this value, the tenant is configured for Adaptive Planning. 
Windows Registry Editor Version 5.00
[HKEY_CURRENT_USER\Software\Adaptive Insights\Connections]
"LastUpdated"="2024-04-24T15:10:20"
[HKEY_CURRENT_USER\Software\Adaptive Insights\Connections\Financials (prod)]
"Type"="financials"
"WorkdayAuthorizationUrl"="https://example.myworkday.com/prodtenant/authorize"
"WorkdayRestApiUrl"="https://example.myworkday.com/ccx/api/v1/prodtenant"
"WorkdayClientId"="Njk0MjQwMGYtMTYxYy00YzEwLWFjZGQtNTBlN2I4YzNiYjU2"
Example 4: Registry (.reg) file with multiple tenants: 
Windows Registry Editor Version 5.00
[HKEY_CURRENT_USER\Software\Adaptive Insights\Connections]
"LastUpdated"="2024-04-24T15:10:20"
[HKEY_CURRENT_USER\Software\Adaptive Insights\Connections\Planning prod]
"WorkdayAuthorizationUrl"="https://example.myworkday.com/prodtenant/authorize"
"WorkdayRestApiUrl"="https://example.myworkday.com/ccx/api/v1/prodtenant"
"WorkdayClientId"="Njk0MjQwMGYtMTYxYy00YzEwLWFjZGQtNTBlN2I4YzNiYjU2"
[HKEY_CURRENT_USER\Software\Adaptive Insights\Connections\Planning sandbox]
"WorkdayAuthorizationUrl"="https://example.myworkday.com/sandboxtenant/authorize"
"WorkdayRestApiUrl"="https://example.myworkday.com/ccx/api/v1/sandboxtenant"
"WorkdayClientId"="Njk0MjQwMGYtMTYxYy00YzEwLWFjZGQtNTBlN2I4YzNiYjU2"
[HKEY_CURRENT_USER\Software\Adaptive Insights\Connections\Financials prod]
"Type"="financials"
"WorkdayAuthorizationUrl"="https://example.myworkday.com/prodtenant/authorize"
"WorkdayRestApiUrl"="https://example.myworkday.com/ccx/api/v1/prodtenant"
"WorkdayClientId"="Njk0MjQwMGYtMTYxYy00YzEwLWFjZGQtNTBlN2I4YzNiYjU2"
[HKEY_CURRENT_USER\Software\Adaptive Insights\Connections\Financials sandbox]
"Type"="financials"
"WorkdayAuthorizationUrl"="https://example.myworkday.com/sandboxtenant/authorize"
"WorkdayRestApiUrl"="https://example.myworkday.com/ccx/api/v1/sandboxtenant"
"WorkdayClientId"="abc0MjQwMGYtMTYxYy00YzEwLWFjZGQtNTBlN2I4YzNiY456"
Example 5:  Windows command script to create the registry data: 
SETLOCAL
SET BASEKEY=HKLM\Software\Adaptive Insights\Connections
reg add "%BASEKEY%" /v LastUpdated /t REG_SZ /d "2024-04-24T15:20:10" /f
reg add "%BASEKEY%\Planning prod" /v WorkdayAuthorizationUrl /t REG_SZ /d "https://example.myworkday.com/prodtenant/authorize" /f
reg add "%BASEKEY%\Planning prod" /v WorkdayRestApiUrl /t REG_SZ /d "https://example.myworkday.com/ccx/api/v1/prodtenant" /f
reg add "%BASEKEY%\Planning prod" /v WorkdayClientId /t REG_SZ /d "Njk0MjQwMGYtMTYxYy00YzEwLWFjZGQtNTBlN2I4YzNiYjU2" /f
reg add "%BASEKEY%\Financials prod" /v Type /t REG_SZ /d "financials" /f
reg add "%BASEKEY%\Financials prod" /v WorkdayAuthorizationUrl /t REG_SZ /d "https://example.myworkday.com/prodtenant/authorize" /f
reg add "%BASEKEY%\Financials prod" /v WorkdayRestApiUrl /t REG_SZ /d "https://example.myworkday.com/ccx/api/v1/prodtenant" /f
reg add "%BASEKEY%\Financials prod" /v WorkdayClientId /t REG_SZ /d "Njk0MjQwMGYtMTYxYy00YzEwLWFjZGQtNTBlN2I4YzNiY123" /f
ENDLOCAL