Security and Administration
Discussion List
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License Management Reporting機能について
皆さん、こんにちは! Anaplanカスタマーサクセスの藤﨑です。 この度リリースとなったLicense Management Reporting機能について、 機能の詳細とご利用方法をまとめた資料を作成しました。 機能のリリースと同時に別途トレーニングをご案内差し上げておりますが、 手短に機能の詳細を把握したいといった場合や、Anaplan管理チーム内で資料にて共有したいといった場合にご活用ください。 トレーニングのURLはこちら:Academy Training
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Clarification on License Management Reporting and Access Restrictions
With the new License Management Reporting feature, I have a few questions: If a user is not assigned any license, will they lose access to the Anaplan platform completely, or is there any limited access available? What happens if we exceed our total license count? Will existing users be impacted or blocked from logging in?…
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Evolve your Anaplan ecosystem with enterprise governance
In this article, you'll find resources to support evolving your Anaplan ecosystem with enterprise governance. This broad topic was covered in depth during Anaplan Live! 2022 — including focused discussion on Centers of Excellence; model governance; workspace architecture; data hubs and data integration; build and…
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[Start Here] User Access Management - Part 1: Get Started
A foundational design element of any Anaplan model is User Management. This includes creating the design within the Anaplan model and app, as well as establishing the process for managing and maintaining access once users are active. The table below contains questions that are typically asked as part of the Foundations…
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Erase Backups to fulfill the Law
Last week at Sonum International we received a ticket from a client requiring to delete all the backups prior to 2019 to fulfill the law on data protection. We have been doing backups on a weekly basis since the project started. It means that there are more than 4000 Backups that need to be reviewed and cleaned one by one…
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Ability to Reorder Users
It will be very helpful if there is an option to reorder the names in the Users list. Since we can use users as a dimension now, some of our use cases need users in alphabetic orders or to have all users in one role together. This will help in user administration as well.
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SSO on different Tenant
Dear Community, I need your help, in my group some users need access to a Model hosted in a different Tenant, let's say Tenant 2. On Tenant 1, users are in SSO and it works perfectly fine. On Tenant 2, users are in non-SSO and it works. However, I am challenged by security team to switch for SSO and I do not know how to do…
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Change Email-id
what is the step for changing my mail-id?
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Managing frequent structural changes during development
Imagine the following scenario: You need to make regular structural changes to a deployed model (for example, weekly changes to the switchover date). You can make these changes by setting revision tags in the development model. However, you also have a development cycle that spans the structural changes. What do you do?…
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ALM and SELECT clause on a Line Item Subset
Hi Anaplan community, I am wondering if I will be able to setup ALM if I have a SELECT clause selecting one list item of my line item subset. Kind regards, Louise
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Quick way to Archive models in Anaplan
Hi Experts, I just wanted to know, if there is any shortcut process to archive models in Anaplan, say I want to archive 100 plus models in an workspace. Do I have to do this one by one or is there any quick way to do this. Thanks & Regards, Madhu
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Export user list
Tenant Admins should be able to export a list of users (similar to how workspaces can be exported). You should also be able to export all attributes including userid/email address. When in Administration> Users you can enable and disable users, search and filter but there is no way to export the data.
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Hide/Unhide an APP instead of Pages
Currently do not have a feature to hide an unwanted/In progress APP to not show it when end users login. Currently we can only Delete or manage the access to page level. Which is a daunting task if we have more than 10 pages.
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Model Migration from Anaplan Cloud workspace to Google Cloud workspace
Hi Anaplan, Does anyone know if it is possible to migrate a model from the Anaplan Cloud to the Google Cloud and vice versa? If a model has been constructed in a customer's Anaplan Cloud workspace can it still be migrated to a different customer's Google Cloud workspace using a Model ID and Workspace ID? Any information…
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Option to overwrite line items with Read Access Driver through an Import action.
Hi All, I am in a situation where the users are uploading a data file into Anaplan, that we are then wanting to create a report based on, to highlight some issues, that the end users then should be able to comment on. The problem I am facing is that loading the data file into a module, we want to show the raw data inputs,…
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Ability for Non-WSA users to update Switchovers and do Copyovers
Hello, I'm looking at giving certain users access to update switchover for Native versions, and copy over activities, reducing reliance on the Tech team. It looks like it's these types of actions are only accessible to WSA users. Is there another way around this? I initially thought that these can only be accessed by a…
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ALM explained—Part 3: avoiding data loss
Introduction In part two of the new ALM Explained series, we discussed the best practices for testing and validating changes prior to deploying them to production models. However, we also know that testing protocols are not always followed, especially if the change is an emergency patch, and sometimes, the synchronization…
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Model Building and Correct Role
I just started at a new company that uses Anaplan. My boss would like me to learn to build models and dashboards in Anaplan. I understand that I might need to have a workspace administrator role in order to build models. Is that correct? What would you advise is the best course of action for someone learning Anaplan who…
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Setting production lists
*Content reviewed for accuracy June 2020 Making sure that production data lists are correctly marked within a model is a key step to setting up and using Application Lifecycle Management (ALM). This guide will provide a solution to how someone can make revisions to their model to allow for the tagging of a list as a…
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Add "Previous Value" and "New Value" to History Log for Changes to Contents Settings
The ability to hide modules from users is key to security setup. In many cases, I cannot use the Role based security to prevent users from entering or changing data in a Data module, because I need them to be able to import data from the Data Hub with an action. Using the Contents Settings to hide those modules solves that…
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Internal Project Tracker
I'm looking for a reference model to manage internal technology projects. From the cycle from the business case to the monitoring of project results. Any recommendations?
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Anaplan user list export from Tenant admin page with Access Type and License Type information
Description of the enhancement requiredUnable to extract access/license information for Anaplan users ( Customer would like to be able to export a list of users for their organization with information as seen in the attached example report. Would like to be able to do this from Tenant Admin page ). Refer to screenshots for…
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Model Concurrency & Sanitization
Hi Friends, Do we follow these in Real Life Scenarios? Model Sanitization Guide Model Concurrency Testing Types Model Concurrency Process
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Ability to View who or how many people are viewing a Dashboard - for Full Access Users
It would be very helpful for a COE team or any Full Access User of a Model to be able to see of the people that have access to the model: 1. Who is viewing a dashboard and or module 2. If not who is viewing but how many people are viewing 3. when these people are viewing dashboards example (John Doe, Jan 4th 2019). a Log…
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Actions Tab Improvements
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Looking to review trend Process executions and durations. How often is this impacting your users? We are currently implementing API…
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Edit user profiles for name and new email
Can Anaplan add option to edit existing users instead of deleting and adding? A good reason is for a person who gets married and needs to change their last name for an example or update the users email address.
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Re-Order Categories in NUX
As a Workspace Admin, I need the ability to re-order the categories that are created in NUX. As it stands right now it appears that they will auto-sort to Alphabetical order and/or Numerical order. I cannot always rely on this as sometimes I may use a numbering system for the pages themselves and it becomes confusing to…
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Show whether a line item is used in an action
I'd like ability to see, in blueprint mode for a module, whether a line item is used in an action. This, along with an existing Idea requesting to see if a line item is used as a filter for a Saved View, would significantly speed up model clean-up time
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See Locked Accounts Due to Non-Successful Logins in Administration
We recently had a situation where a user 'locked' their account because they tried to log in multiple times with as a non-SSO user, by providing email address and password, when they were checked as a SSO user in our environment. The result was that their account was 'locked' on the Anaplan side, however we had no…
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Streamlining business processes with Workflow
Join Anaplan experts for a practical deep dive into how Anaplan Workflow helps organizations streamline business processes, eliminate operational bottlenecks, and automate planning approvals at scale. This session will explore how structured workflows direct stakeholders to the right task at the right time, helping…
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Community Challenge Recap: Enhanced board layouts
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User Experience Design Thinking
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