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Prerequisites

Before connecting to Anaplan using the OAuth authentication method, you must create a custom OAuth application in Anaplan:
1
Log in to Anaplan and navigate to Home > Administration.
2
Click OAuth Clients.
3
Click New.
4
Enter a name for the OAuth client.
5
Set the Type to Authorization code grant.
6
Set the redirect URL to https://oauth.cdata.com/oauth/.
7
Click Create client.
8
Note the Client ID and Client Secret. Use these values when configuring the connection in Connect AI.

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Setup Guide

Follow these steps to connect Anaplan to your Connect AI account:
1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type Anaplan into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
Select the Region that corresponds to your Anaplan account’s data hosting region.
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(Optional) Enter the Catalog to restrict the schema to only include objects from the specified catalog.
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(Optional) Enter the Schema to restrict the schema to only include objects from the specified schema.
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(Optional) Enter the Bulk Timeout to specify how long, in minutes, the provider waits for an Anaplan asynchronous job to complete before returning an error. The default value is 25 minutes.
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(Optional) Enter the Bulk Polling Interval to specify the maximum time interval, in milliseconds, between status checks for asynchronous jobs. The default value is 60000 milliseconds.
10
(Optional) Enter the Bulk Page Size to specify the maximum number of records to process per page when reading asynchronous job results. The default value is 5000 records.
11
Select an Auth Scheme and follow the relevant instructions below.

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Authentication

1
For OAuth Client Id, enter the client ID from the prerequisites.
2
For OAuth Client Secret, enter the client secret from the prerequisites.
3
At the top of the Connect AI Add Connection page, click Save & Test.
  • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
  • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
  • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.