OneCloud has some very convenient features to help with the integration, automation, and management of your Workiva environment. These features can be combined with a variety of touchpoints that OneCloud has with other technologies including Anaplan, Host Analytics, IBM Planning Analytics, Oracle Hyperion, Workday, NetSuite and relational databases.
This Workiva-focused quick start guide will walk you through setting up OneCloud so that it is optimized to work with Workiva in the following possible use cases:
- Load basic transactional data from Wdesk and Wdata.
- Setup or loading into Wdesk or Wdata from the following data sources:
- Relational database technology
- Oracle EPM Cloud
- Oracle Analytics Cloud
- IBM Planning Analytics
Not all sections need to be completed, but some do build off of work from completed prior sections.
How do I get access to OneCloud?
We have made it easy for people interested in OneCloud to get access. Simply visit https://app.onecloud.io/new-user to spin up your own full-use trial of OneCloud.
If your company is already a OneCloud customer and you would prefer to use your primary OneCloud environment for this tutorial, then please contact your OneCloud system administrator to ensure you are added to a security group with Workspace administrator access. Please contact firstname.lastname@example.org if you require additional guidance.
Create Workspace variables and create environments for LCM.
Create a standard connection to Workiva to exchange data and perform other administrative tasks.
Create connections to retrieve data to load into Workiva.
Create a connection to either an Oracle or SQL Server relational database to query, load and execute commands.
Create a OneCloud chain to load data from a source CSV to Wdesk
Create a copy of the prior chain and load data from a source CSV to Wdata.
Learn how to promote a chain from one environment to the next.
|Configure your OneCloud Workspace|