CloudWorks—This is How We Use It, Part 2: Setup

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In Part 2 of our CloudWorks—This is How We Use It series, we're diving into how to set up CloudWorks.

Need a refresher on the basics of CloudWorks? See Part 1.

Before starting anything, you need to identify and create an Integration Administrator (Learn more here: Access Control).

Ready? Let's start!

Our use case for the purpose of this best practice is as follows: 

We have source data from a file (Accounts.csv) on an Amazon S3 bucket, and we want to populate an Anaplan Module (AccountDetails) with it.

If you need help creating your AWS S3 bucket, follow this link: Set your AWS S3 bucket  

Now, to set up CloudWorks, follow these four steps:

Step 1. AWS S3 Authentication—Access Key ID and Secret Key

Follow these four steps:

1. Log in to https://console.aws.amazon.com using your credentials.
2. Go to My Security Credentials & Access keys (access key ID and secret access key).
3. Click Create New Access Key.

    

4. Download and secure the key file that contains Access Key Id & Secret Access Key.   

 

Step 2. Authenticate in CloudWorks

Create a connection and authenticate with AWS S3 from CloudWorks.

Learn more about creating a new connection. 

Step 3. Run your integrations

You can do so either manually or through a scheduler. Learn more about running an integration.

Step 4. Schedule an integration

Get guidance to Create an integration schedule.

Guidelines

For detailed guidelines about CloudWorks, scroll at the end of this page.

You are now officially a CloudWorks user. Congratulations!

Feel free to test your skills with our .

And for more advanced topics, check out Part 3, Part 4 and Part 5!

Got feedback or questions on this article, let us know in the Comments thread below.

[karanAMP]

@annejulie great article 

I do have a question in regards to AWS Access keys. Generating user-level access keys is always prohibited as it poses a great security risk. A lot of organizations' IT teams don't allow this. Is there a way anaplan can retrieve  temporary access keys?

[pmarpaka]

Anaplan or CloudWorks doesn't have the ability to retrieve temporary access keys.  Perhaps, you can use AWS API to do this.  Once you do this, you can use CloudWorks API end point "patch a connection" to update AWS S3 credentials via a script (ex: python).  CloudWorks API will help automate updating connection details.  Here's the link to CloudWorks API and end point to "patch a connection".  Hope this helps!!!

[karanAMP]

@pmarpaka that's pretty cool. Now I just have to convince IT to make it happen which is not so cool. 

Thanks for the insights 

[pmarpaka]

Take a look at Part 3 of this series for sample code on CloudWorks API.  It might help you make your case to your IT team.

[karanAMP]

@pmarpaka I meant the AWS temp key API call to update the access key on routine. That part will take some convincing to do. patch a connection part is the easy bit . cheers