OneCloud

The OneCloud Anaplan BizApp provides administrators and users the ability to automate complex workflows and integrations with Anaplan across a hybrid mix of on-premise relational technologies and cloud applications including Tableau, Salesforce, Workday, NetSuite, Namely and Google Drive. The OneCloud Anaplan BizApp also allows users to run Anaplan Actions and Processes as part of a workflow. In turn, this enables application owners to greatly enhance their ability to share and streamline data and tasks between Anaplan models and other applications in a controllable, auditable, and scalable environment.

For documentation on all available commands, see the Anaplan Command Reference.

Change in Anaplan API

With Anaplan's release of the new 2.0 REST API, the OneCloud Anaplan BizApp also requires an update. Please be advised that the new OneCloud BizApp will be pushed to all OneCloud customers on December 2, 2018. Prior to this date, please perform the following steps if using native Anaplan certificate authentication:

  1. Set up a new Certificate Authentication.
  2. To ensure your OneCloud Chains run without interruption, in the OneCloud Connection. Manager, change all your Anaplan connections to use basic authentication.
  3. After December 2, 2018, you can then apply your new CA certificate and java keystore in the OneCloud Connection manager and return to using certificate authentication.

Connection Setup

To automate functionality within your Anaplan workspace from OneCloud, you'll need to navigate to the connection manager to create a connection.

From here, choose the appropriate Anaplan connection from the service drop-down. See the following descriptions for the appropriate connection.

Anaplan Connection types

OneCloud interacts with Anaplan using three different connection types.

Anaplan (Standard)

Used for performing standard Anaplan functions. This connection has the following options:

Input
Type
Detail

API Base URI

TextField

Anaplan base URI. The default is https://api.anaplan.com

Authentication type

DropdownField

Use basic authentication (user name and password) or an Anaplan certificate file.

Username

TextField

Anaplan username

Password

TextField

Anaplan password

Certificate path

TextField

Path to Anaplan certificate file (only relevant if using certificate authentication)

Proxy URI

TextField

Proxy gateway URI (optional - only if using proxy server)

Proxy username

TextField

Proxy username (optional - only if using proxy server)

Proxy password

TextField

Proxy password (optional - only if using proxy server)

Debug

DropdownField

Display additional content when troubleshooting.

Anaplan (Relational)

Direct connect for loading data from a relational source to an Anaplan Model.

Input
Type
Detail

API Base URI

TextField

Anaplan base URI. The default is https://api.anaplan.com

Authentication type

DropdownField

Use basic authentication (user name and password) or an Anaplan certificate file.

Username

TextField

Anaplan username

Password

TextField

Anaplan password

Certificate path

TextField

Path to Anaplan certificate file (only relevant if using certificate authentication)

Proxy URI

TextField

Proxy gateway URI (optional - only if using proxy server)

Proxy username

TextField

Proxy username (optional - only if using proxy server)

Proxy password

TextField

Proxy password (optional - only if using proxy server)

Relational user

TextField

Relational database user

Relational password

TextField

Relational database password

JDBC URL

TextField

Samples: Oracle: jdbc:oracle:thin:@//localhost:1521/orcl SQL Server: jdbc:sqlserver://localhost:1433

Debug

DropdownField

Display additional content when troubleshooting

Anaplan (RPA)

A connection for doing Robotic Process Automation within Anaplan.

Input
Type
Detail

Username

TextField

Your Anaplan username

Password

TextField

Your Anaplan password

Connection Example

The following is an example of a working connection. Please substitute your own values.

Authenticate via Anaplan Certificate (Legacy)

For connection types Anaplan (Standard) and Anaplan (Relational), you must select an Authentication type as a property. If you choose to use Legacy Certificate, you must upload the certificate from your Anaplan environment as a resource in the connection. After you have uploaded the certificate as a resource, simply name the Certificate path property with the same name of the certificate file. Make sure your certificate file does not have any spaces.

Certificate File Name

Make sure the certificate file does not have any spaces.

Authentication Certificates

Anaplan-generated certificates are set to expire on December 10th, 2018 and will no longer work after that date. Going forward, certificates will need to be generated via a Certificate Authority. For more information please visit Anaplan's Certificate Equipriation FAQs.

Authenticate via CA signed Certificate

For connection types Anaplan (Standard) and Anaplan (Relational), you must select an Authentication type as a property. If you choose to use Certificate, you must upload the CA-signed certificate and the Java keystore files as resources in the connection. After you have uploaded these two files as resources, then enter the following parameters:

  • Certificate path: Use the same name as the uploaded certificate file
  • Java Keystore: Use the same name of the uploaded Java Keystore file
  • Keystore Alias : Use the value when creating the CA-signed certificate
  • Keystore Password : Use the value when creating the CA-signed certificate

Certificate File Name

Make sure the certificate and Java keystore files do not have any spaces.

Examples

Sync data file sources between Anaplan Workspaces

OneCloud simplifies the process for syncing Import Data Source files between Anaplan Models and Workspaces. Not only can you select a single file to sync, but you can automate the process of syncing every file within a source model to its target using the OneCloud iterator function.

Step 1: Create a chain
From the OneCloud Build page, select the blue "+" icon, name your chain, and save.

Step 2: Create 1st Command, List Files
Add your first command by selecting Anaplan Connector -> List Files from the modal. Next, you'll need to fill out the parameters of this command by selecting your Anaplan connection and filling in the Anaplan Workspace and Model name.

Step 3: Create 2nd Command, Download File
The next step is to create a second command that downloads the file from your source Anaplan Workspace and Model. Add a chain node by selecting Command -> New command -> Insert after -> Success. From the modal select Anaplan Connector -> Download File. In the command builder, set your connection and parameters for Workspace, Model, and Download file. Note: we are going to set a placeholder for Server file - we'll come back to this in Step 5.

Step 4: Create 3rd Command, Upload File
Add the third command to upload the file that was downloaded in the previous command to your target Anaplan Workspace and Model. Add a Chain node by selecting Command -> New command -> Group with above command. Choose Anaplan Connector -> Upload File in the modal and in the command builder select the connection and set the property values for the target Workspace and, target Model, Server file, and Source file. Note, the Source file needs to be the same as the download file in the previous command. Like in the previous step, set a placeholder for Server file in this command as well.

Step 5: Setup the Iterator Function for Step 3 and Step 4
The iterator, or looping function, is a powerful feature of OneCloud that allows a command or command group to loop over each element in a list. In this example, set the iterator to loop over Steps 3 & 4 for every file listed in the output of Step 2. To do this, select the command group and turn on the Iterations option. Once this option is enabled, select the values to loop over which in this case will be the output of the List files command.

Now that the iterator function is set up, return to the commands Download file and Upload File and set the Server File to the Command Group Iterator variable.

Set file permissions

If you've ever run into the issue of Anaplan file permissions set incorrectly to "myself", then you know the only way to fix the issue is to manually re-upload the file and then set the permission to "Everyone" or "Admins Only". OneCloud can easily automate this process by using the Anaplan RPA (Robotic Process Automation) connection. In this example, a file is downloaded from Google Drive and then subsequently uploaded to Anaplan and in the process, the permissions are set to Everyone. Once the permissions are set, an Anaplan Action uses the file as a data source.

Step 1: Create a chain
Create a OneCloud chain from the Build screen by selecting the blue "+" icon. Give the chain a name and save it.

Step 2: Create first command, Download file
Add the first command to Download a file from Google Drive choosing Google Drive -> Download File. In the command builder, set your Connection and fill in the properties for the Google Drive File Name and Folder Name. If required, please reference the setup of a Google Drive connection.

Step 3: Create second command, Upload file with permissions
The next step will create a second command using the Anaplan (RPA) connection. Add the second command by selecting Command -> New command -> Insert after -> Success and then Anaplan Connector -> Upload file with permissions from the modal. Set the Anaplan (RPA) Connection and property values for the Anaplan Model URL, Source file, Upload name, and Permission. The source file will be the output of the first command, Download file from Google Drive.

https://us2a.app.anaplan.com/core10194/anaplan/framework.jsp?selectedWorkspaceId=8a81b09d6211d502013331225ebf06fa&selectedModelId=D16CEF7176774C2598DA585139B9DAA8

Step 4: Create third command, Run Import Action
The last command will run an Anaplan Import Action. Add this last command by selecting Command -> New command -> Insert after -> Success and then from the modal select Anaplan Connector -> Run Import Action. Select the Anaplan (Standard) connection and set property values for the Workspace, Model, and Import Action.

Upload Relational data to Anaplan

The next example explores how to load relational data to Anaplan. Additionally, when loading data to an Anaplan List and Module from the same source file, it's imperative that the file contains a unique identifier. With OneCloud's CSV Transformation functionality, it easy to add a unique Row ID to any tabular data source.

Step 1: Create a OneCloud Chain
Create a OneCloud Chain from the Build screen by selecting the blue "+" icon. Give the Chain a name and save.

Step 2: Run Query
This command selects data from a relational database using a simple SQL statement. Add the first command by selecting Relational Services -> Run Query. Select the relational connection and set the Query property. If required, please reference the setup of a Relational Operations connection.

Step 3: Add Row Numbers
With a query to the relational database configured, add the second command by selecting Command -> New command -> Insert after -> Success and then Lightweight ETL -> Add row numbers from the modal. Choose Transform as the connection and set property values for Input file, Output file, and Delimiter. Note: set the Input file to be the output file from the first command, Run Query. If required, please reference the setup of a CSV Transformation connection.

Step 4: Upload File
The last command will upload the relational query output to Anaplan. Add a new command by selecting Command -> New command -> Insert after -> Success and then Anaplan Connector -> Upload file. Make sure to select the Anaplan (Standard) connection and set property values for Workspace, Model, Server file, and Source file. Note, the Source file should be set to the output file of the previous command, Add Row Numbers.

Export Anaplan data to Relational

Anaplan is a data generating application as it collects user inputs and creates calculated data. Often times, it is helpful to share this data with other systems including relational databases. OneCloud streamlines this process by automating workflows that extract Anaplan List or Module data and directly insert this content into a relational target. Please follow this tutorial to learn more.

Step 1: Create a OneCloud Chain
Create a OneCloud chain from the Build screen by selecting the blue "+" icon. Give your chain a name and save.

Step 2: Run Export Action
The first command will run the Anaplan export action that prepares the data in Anaplan ready to be downloaded. Add this command by selecting Anaplan Connector -> Run Export Action. Assign the Anaplan (Standard) Connection and fill in the property values for Workspace, Model, and Export Action.

Step 3: Download Server File
Next, download the Anaplan Server file that was created in the prior step. Add a new command by selecting Command -> New command -> Group with above command and then Anaplan Connector -> Download File. From the command builder, select the Anaplan (Standard) connection and set the property values for Workspace, Model, and Server File. Note: the Server File will be the same name as the Export Action. Alternatively, use the new Anaplan Export and Download Command to perform step #2 and #3 in a single action.

Step 4: Get Export Metadata
This command will extract the Anaplan metadata so it can be used in the following steps to dynamically create the target relational table. Add this command by selecting the "+" icon within the Command Group and then select Command -> New command. From the modal select Anaplan Connector -> Get Export Metadata. Select the Anaplan (Standard) connection and set the property values for Workspace, Model, and Export Action.

Step 5: Create Target Table
The next two commands will interact with the target relational database. To keep things tidy, start a new Command Group by adding Command -> New command -> Insert after -> Success and then choose Relational Operations -> Run Command. Be sure to choose the correct relational connection and the command property value for the SQL statement.

Power Tip

Instead of custom coding the SQL to create the table, use the outputs from the command Get Export Metadata and select the variable Oracle Output Columns or SQL Server Output Columns and insert between the parenthesis as in the following example:

create table ANAPLAN_EXPORT ( <Choose Variable Here> )

Step 6: Insert Into Table
The last step will insert the tabular data into the target relational table. Add this command by selecting Command -> New command -> Group with above command and then Relational Operations -> Insert into Table. Set the Relational Connection and then choose output from the Anaplan download file as the data source. Finally, set the Target table, and select Relational Columns from the command Get Export Metadata as the Target fields.