I wanted to follow up on this to see if there were any further improvements made to this issue. We are also having conflicts with the maintenance/release dates due to critical deadlines in Q3/Q4 for Territory & Quota related purposes.
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How to prepare your data
There are many ways to get data in and out of Anaplan; some more involved than others. In our experience, starting simple is the best approach.
Here are some guidelines to keep in mind as you evaluate the steps you will take to manage and prepare the data for the integration process:
Assign overall accountability of the data work stream to a member of your team; the data work stream owner should be accountable throughout the implementation.
Start small (if you have to) and focus on data quality.
Automate later. It is best to begin with manual uploads. Manual data uploads will not stop the project, but poor quality data can.
Add data tasks as user stories in the Agile Implementation – The Anaplan Way app.
Pay as much attention to data as you would building the model.
If you uncover data issues, document them clearly and socialize them broadly. It is important that the entire project team, including executive sponsor, understands the issues with upstream data. It is much better for people to have a clear understanding of the precise and specific data issues than to say "the data is terrible, so the model won't work."
Plan for data integrations early in your Anaplan implementation journey. This will give you time to determine source systems for data, plan for data staging, data transformation and data quality checks. You can also create sample integrations, test them and resolve data integration issues while you still have sufficient time during Anaplan implementation.
Which integration method should I use?
Anaplan data integration supports typical operations such as importing, exporting, deleting obsolete data, and running a process that combines one or more imports, exports, or delete actions.
All integration methods are based on our Rest API, which is how the model builder will develop in the model. In order to import or export data in Anaplan, you will need to build an action then automate the use of those actions.
There are different levels of data integration. Below is a summary describing the three levels of data integration:
Point and click file import and export via Anaplan user interface
Triggering processes by button inside Anaplan
Anaplan Connect: On-premise bidirectional utility. Compatible with any scheduling tool. Simple and advanced file-based and direct relational integration
Anaplan ETL Connectors: Use predefined bidirectional Anaplan connectors available with MuleSoft, SnapLogic, Informatica Cloud, and Dell Boomi ESB tools
Fully supported and documented API
Use to build custom integrations or use your own ETL tool
Supports bi-directional integration
Generally, the level of data integration will depend on the type of user running the integration
How do I find out more?
Start by taking the Data Integration Basics course on the Learning Center.
You can also learn more about third-party tools, or the Anaplan API in the Data Integration section of Community or read more about HyperConnect.
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Do you want to retain total control of your users through a centrally managed system?
Anaplan Single Sign-on (SSO) gives you the ability to place user authentication entirely under your control. This allows Anaplan users to navigate to a dedicated webpage and access the model directly rather than entering a username and password.
Anaplan fully supports SAML 2.0 for Single Sign-on (SSO). This includes password complexity policies, time-of-day access windows, two-factor authentication, and any other controls required by the customer’s security policies.
How do you get it set up for Anaplan?
Anaplan requires a technical resource, typically from IT, who knows the SSO setup at your organization. This resource should be able to answer questions about your instance (see the list of information required below).
Once you have collected the information, submit a ticket to email@example.com. The Anaplan Support team will work with you to create a test environment for SSO. After the test environment is validated, we can migrate this setup to your production SSO. Note: if the company allows users to have multiple emails, their Anaplan ID would need to be set up with their SSO email.
Required information (your IT department should know):
Identity Provider IdP URL
Public IdP certificate in Base64 format
Key size required = 1024 or 2048
Is the Digital signed AuthnRequest required (Yes or No)?
SAML Idp provider vender/type
Are you running multiple Idp servers
Any other non-standard SAML parameters
Anaplan will supply:
SAML SP URL
Anaplan public certificate / metadata
What if some users are not part of my company?
Anaplan users that are not part of your company (i.e. your Anaplan consultants) are known as “exception users”. Once SSO is setup, users flagged as exception users will continue to log in as normal through anaplan.com. The settings for exception users is found under the Users tab in Settings. By default, all users will have SSO selected. To enable exception users, un-tick the option for SSO:
Need more information or support? Reach out to your Customer Success business partner or your implementation Partner with any questions.
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I very much appreciated the walkthrough of the HyperConnect as presented by Vijay. It was great that he took the time to show configuration as well as triggering the job. Would love to see more videos on the community page showing the various types of configurations and functions available for specific Connectors.
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Hey Everyone! Wondering what you want to see at our next user group if we do specific training. What is on your top of mind for something you want to learn more about that would be best in person?
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