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Re: Integrating Securely: Using the Anaplan REST API with Certificate-Based Authentication
Could you please help me with understanding how should I obtain the PEM file?
As I understand public key and private keys are stored in .pem file and I can see that in Py code you provide the path to it.
What is the best approach to obtaining this authentication certificate?
Re: Allow for line item subset to be more than just number formatted
An update from Anaplan would be appreciated. This has been outstanding for 5 years now.
Maximize your Anaplan experience: Tips to unlock the power of the platform
Author: Shivankur Sharma is a Certified Master Anaplanner and assistant manager in the consulting industry.
Anaplan is a versatile cloud-based planning and performance management platform that empowers businesses to make informed decisions and drive operational excellence. But it can be overwhelming to get started in the ecosystem! In this article, we will explore what users new to Anaplan can do to optimize your experience, along with the tools I recommend to take advantage of to unlock the full power of the platform.
New to Anaplan? Make sure you…
- Understand your business requirements
Before diving into Anaplan, it is crucial to thoroughly understand your business requirements. Identify the key objectives, challenges, and processes that you aim to address using the platform. This understanding will help you design and build Anaplan models that align with your unique requirements, ensuring the platform delivers maximum value for your organization. By mapping your business processes and data flows, you can ensure that Anaplan models accurately represent your organization's operations. Having that information decided and the stakeholders united, you can then begin! Get started by writing your project manifesto. - Leverage Anaplan's App Hub and Support sites
Anaplan offers a wide range of templates in the App Hub, to help you build models and complex solutions. These resources can serve as valuable starting points for your planning and modeling processes. By utilizing these templates, you can accelerate your implementation and benefit from proven approaches tailored to your industry. Also utilize Support for an extensive library of guidelines, expertise, and step-by-step articles from internal experts. By leveraging these resources you can save time, improve efficiency, and ensure that your models adhere to best practices. - Collaborate and share knowledge in the Community
The Anaplan Community is a vibrant hub where Anaplan users can connect, collaborate, and exchange knowledge. Engage with the Community by participating in forums, read and comment on articles, and learn from recent events. Don’t be afraid to share your own experiences, ask questions, and learn from others. By actively participating in the Community, you can tap into the collective wisdom of the user base and leverage their insights to enhance your Anaplan experience. And then pay it forward by helping others! I especially recommend the Best Practice articles from the OEG team (Operational Excellence Group)! - Embracing Anaplan's agility and flexibility
Anaplan offers a highly flexible platform that allows you to adapt and evolve your models as your business requirements change. Leverage this flexibility to experiment, iterate, and fine-tune your models to achieve the desired outcomes. Anaplan's agile planning capabilities enable you to make real-time adjustments and collaborate seamlessly across teams and departments. By embracing this agility, you can respond rapidly to market changes, optimize your planning processes, and drive better decision-making within your organization. This article is a great reminder about how model building is a fluid process: Building in Anaplan while avoiding perfectionism. - Invest in Anaplan training and certifications
To unlock the full potential of Anaplan, invest in training and certification programs offered by the Anaplan Academy. These programs provide in-depth knowledge about the platform's functionalities, advanced modeling techniques, and best practices. By becoming a Anaplan model builder, Solution Architect, or Certified Master Anaplanner, you can demonstrate your expertise and gain a deeper understanding of how to utilize Anaplan effectively. Training programs also offer hands-on experience and practical insights that can help you navigate complex modelling scenarios you may be presented with in your company. By investing in ongoing training, you can enhance your skills, maximize your efficiency, and become a more proficient Anaplan user. There are also On-Demand short lessons available! - Continue to optimize and enhance your models
Anaplan is a dynamic platform that allows you to continuously optimize and enhance your models. Regularly evaluate your model performance, review the data inputs and outputs, and refine your formulas and calculations. By actively monitoring and refining your models, you can ensure their accuracy, reliability, and relevance to your business. Also, stay on top of Platform releases and updates to ensure you’re up-to-date on the latest features and functionality.
Conclusion
Anaplan is a powerful platform that empowers organizations to streamline their planning and performance management processes. By understanding your business requirements, leveraging Anaplan's resources, actively participating in the Community, embracing agility and flexibility, investing in training, and continuously optimizing your models, you can unlock the full potential of Anaplan and drive transformative outcomes for your organization.
What other resources would you recommend to people new to the ecosystem to maximize their Anaplan experience?
Re: OEG Best Practice: Data Hubs: Purpose and peak performance
@CallumW ,
Thanks for reading it, I am glad you liked it. Regarding the file types, this was not part of the article nor the actual loading of a file into Anaplan, more of loading the data to the line items when the file had already been uploaded vs. using a formula to determine the data (from the code). Does that help and clarify?
Thanks,
Rob
Re: Viewing Incoming API CSV Files on Anaplan Server
@john.roesser A very easy way to view the entire file is to use a Tool like Postman, Paw or Insomnia to download the content of the file fot the fileId you're interested in.
Re: help
Hi @VK3105
The above module is summing up the data by using the SYS08 Employee Details Module line items. Also few of the formulas are driven by Leave Date and Start Date which are again in SYS08 module.
So, I would suggest you to check your SYS08 Module. Make sure the import has run successfully with correct date formatting and also without any failures, as missing entries can make the calcs go wrong.
A wise decision would be to follow each and every step which is been said to do in the training and never skip any part of it.
I hope it helps
~Anand
Integrating Securely: Using the Anaplan REST API with Certificate-Based Authentication
In the ever-evolving landscape of technology, secure communication between platforms is paramount. The Anaplan REST API offers a robust way to connect and interact with the Anaplan platform, and one of the most secure methods of authentication is through certificate-based authentication. In this article, we'll delve into the process of using the Anaplan REST API with certificate-based authentication, exploring the concepts and techniques involved.
1. Understanding Certificate-Based Authentication
Certificate-based authentication involves the use of a digital certificate and private key to establish trust between parties. In the context of Anaplan's REST API, this method ensures a secure connection while exchanging data. Learn more about how Authentication with CA Certs work as well as view the Authentication Service API documentation. If you need a certificate, then please check out the CA Certificate Quick Start Guide using Sectigo.
2. PEM Format: The Key to Success
Before we delve into the authentication process, it's essential to ensure that your public certificate and private key are in the PEM (Privacy Enhanced Mail) format. This widely used format ensures compatibility and security during data exchange.
3. Authentication API Request Structure
To generate the authentication token, your API request should have the appropriate header and body components:
Header: Include your public certificate (.pem), encoded in base64.
Body: Comprises a JSON structure containing two strings.
- encoded_string: A randomly generated string of at least 100 bytes, encoded in base64.
- Encoded_signed_string: This string is the "encoded_string" signed by your private key and then base64 encoded.
Here's an example of the JSON structure for the request body:
{ "encodedData": "2wiKPoVqz0ZheVU8T+CqoR82WsVfDIb3bc...", "encodedSignedData": "hnbAWqqOob5RrAlqMyLbuUvkpK0Bfe9hm3Ml..." }
4. The Role of Base64
Base64 encoding is crucial in this process, as it converts binary data into a printable text format. This transformation enables the secure transport of data over protocols or mediums that might not handle binary data formats.
5. Ensuring Secure Communication
The combination of base64-encoded data and the certificate-based authentication method guarantees secure communication with the Anaplan platform. This is especially important when dealing with sensitive information.
6. Approach 1: Simple Browser-Based Solution
For an effortless way to generate the required strings, you can use our downloadable RSA Signer in a handy downloadable ZIP file. Once the files have been downloaded and unzipped, open the index.html
file. You are then presented with an interface that allows you to paste your public certificate and private key. It then generates the necessary encoded strings, which you can directly use in your API request (i.e. Postman).
Note: The RSA Signer.zip must be extracted/unzipped first with both files contained in the same directory after extraction.
Note: The RSA Signer currently does not support ENCRYPTED private keys (keys encrypted with a pass phrase). Decrypt the key using a tool like OpenSSL first before generating the auth strings in the RSA Signer.
7. Approach 2: Python Implementation
If you prefer a programmatic approach, here's a link to a comprehensive guide to using the Anaplan Certificate with Python to generate the required strings for your Anaplan API request. This solution is compatible with Python 3.11.1 and later versions.
8. Incorporating Certificates with Anaplan: A Productive Endeavor
As organizations strive for tighter security and efficient integration, certificate-based authentication emerges as a dependable solution. By implementing the methods discussed in this article, you'll be better equipped to seamlessly and securely connect your systems with the Anaplan platform.
Incorporating certificates into your Anaplan integration can appear complex, but armed with the knowledge of these two approaches, you're well on your way to a more secure and streamlined integration process. Stay ahead in the world of secure communication and data exchange with Anaplan's REST API and certificate-based authentication.
Authors: Quin Eddy, @QuinE & Adam Trainer, @AdamT - Operational Excellence Group (OEG)
Re: Introducing the Anaplan Integration Script Generator: Simplifying Anaplan Connect Scripting
Hi @QuinE, further to the comments from @Satesh, apart from the "-process" needing to be corrected, I believe the creation of the File Upload part of the script should be done prior to the "-process…" part of the script so that any process that requires any source files to be loaded will do the loading of the source file prior to running the process.
To do this in the current script generator, the user will have to complete and ADD the File Uploads section first before doing the Processes section to get the order correct. This said, it would be good to either swap the order of the Process and File Uploads tab in the script generator OR leave the tabs as is but always create the script so that the file upload script is always created prior to creating the "-process" part of the script when running the script generator.
Thanks again for creating the script generator as it simplifies the process for creating the script and once you have amended it for the above things then it will be even better as there would be no need for any manual intervention once the script is generated.
Re: 【質問】Timeの小計列を前に持っていきたい
ご確認ありがとうございます。
あとは手動で並び変えるか、ですが年度の切り替えの時などに煩雑になりそうなのでおススメできないです。最後の手段かと思います。
いいやり方があるといいのですが。なにか思いついたらシェアします。
蛇足ながら、Total PositionについてNew UXだとTimeを押してから変更、とクラシックと手順が違うようでした。クラシックとNew UXでできることが微妙に違うケースもあるのでNew UXのCustom Viewで検討しておいたほうが良いのかもしれません。
すぐにお役に立てず恐縮ですが、ご参考くださいませ。