If you need a reminder on CloudWorks; go here.
With the new CloudWorks release comes a long-awaited feature: “model-to-model" (or M2M) actions.
Until now, you had 2 options to automate Anaplan-to-Anaplan flows:
The new CloudWorks enhancement brings exciting changes:
This article gives an example on how to setup M2M in CloudWorks and achieve an even closer vision of Connected Planning.NB: The following will not be applicable for models subject to ALM that are not in the same workspace than their DEV model.This is currently under investigation.
For this illustration, we will use the well-known models from the Level 2 certifications. In the training, you were asked to create two models, "Level 2 Supply Chain" and "Level 2 Data Hub."
In one of the processes, called "1. Build Geography Hierarchies," the goal is to generate the Geography hierarchies:
All the imports within this process are model-to-model actions (from the hub to the Supply Chain model).
Note: As best practices, we recommend to use saved views as source for your M2M models. It gives you more control on the data you share and can be easily amended (see Planual Rule 5.04-09).
For instance, the import 1.1 Build Region is based on the view called "Build Region" in the "SYS05 Region Details" module.
We will now leverage those actions and set up an integration with CloudWorks.
An ephemeral popup will appear on the right side of the page, stating “Started Integration.”The blue icon means the task is queued and will be executed soon.
Once the integration is done, you will get the final status of the task.
As mentioned earlier, a great CloudWorks feature is its scheduler.
To generate one, simply go the tab called “Schedule” and click on “Create schedule.”
Enter the settings.
After clicking on “Save,” you created a Process with an “Active” scheduler mentioned in the “Status” column.
It means that from that moment, the task will be executed daily at 3 pm Paris time.
To deactivate that task, make sure you select “Deactivate” after clicking on the 3-dot button, as shown above.
With that example, we've shown how easy it is to manage data flow between Data Hubs and Spoke Models, or M2M flows.
Please take advantage of that new feature, and happy Connected Planning!
Got feedback on this content? Let us know in the comments below.
@annejulie Thanks for the great article. Just wondering whether we can setup an email notification for email ids other than the creator of the integration in cloudworks.
Thank you for your suggestion; It's on our roadmap!
For now, one can create "rules" in one's email client to forward emails automatically.
@annejulie also what about setting trigger frequency in minutes, we currently see hourly, daily, weekly and monthly available.
Another query regarding notification mechanism availability, in case of failed process ability to notify creator or group DL for their required intervention ?
I see nebisht's comment about trigger frequency....she says she sees hourly but the most frequent that I see is daily. Why is this?
@nebisht and @jakesachs
You can set up daily schedule at a specific time (hh:mm) - see the screenshot above for example.
If you want to trigger multiple integrations within the day, we recommend that you create multiple schedules.
Daily at 9:00, 9:30, 10:00, etc.
@nebisht please submit your suggestion on notification on the Idea Exchange
Is there any documentation around user permissions and the service account set to run the actions? From what I see on Anapedia, it appears that the scheduled action runs under the account of the Tenant Administrator that created the schedule? Is that correct? So, that user would need to be a workspace admin and full permissions to all selective access, etc., like with AnaplanConnect? If I was looking for details in the model history, would I look for the changes showing under the Tenant Admin's email address?
Thanks in advance!
To setup and run integrations in CloudWorks, user needs to have the role of Integration Admin (does not need to be Workspace Admin). Integrations in CloudWorks are run (manually and scheduled) as a service. The runs appear in model history against a dummy user called "Internal (Full Access)" that represents the service.
Additional information on CloudWorks can be found here.
Short training is available here.