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

As of Jan 2021, CloudWorks:

• Covers AWS S3 as the external system.
• Cannot create more than 25 integrations (per Tenant) with external systems. 
• Is limited to 1 GB per individual file size.
• Supports imports and exports.
• Processes will be supported in the future.

You are now officially a CloudWorks user. Congratulations!

Stay tuned for the final part of this blog series where we will cover the CloudWorks APIs. These APIs allow you to integrate CloudWorks automation into your custom web solutions.