> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Anaplan
export const title_2 = "Anaplan";
export const title_1 = "Anaplan";
export const title_0 = "Anaplan";
## Prerequisites
Before connecting to Anaplan using the OAuth authentication method, you must create a custom OAuth application in Anaplan:
Log in to Anaplan and navigate to **Home** > **Administration**.
Click **OAuth Clients**.
Click **New**.
Enter a name for the OAuth client.
Set the **Type** to **Authorization code grant**.
Set the redirect URL to *[https://oauth.cdata.com/oauth/](https://oauth.cdata.com/oauth/)*.
Click **Create client**.
Note the **Client ID** and **Client Secret**. Use these values when configuring the connection in Connect AI.
## Setup Guide
Follow these steps to connect Anaplan to your Connect AI account:
Open the **Sources** page of the Connect AI navigation menu.
Click **+ Add Connection** in the upper-right corner.
Type *Anaplan* into the search field, then click the data source name.
On the **Basic Settings** tab of the new connection, enter a connection name or keep the default name.
Select the **Region** that corresponds to your Anaplan account's data hosting region.
(Optional) Enter the **Catalog** to restrict the schema to only include objects from the specified catalog.
(Optional) Enter the **Schema** to restrict the schema to only include objects from the specified schema.
(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.
(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.
(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.
Select an **Auth Scheme** and follow the relevant instructions below.
## Authentication
For **OAuth Client Id**, enter the client ID from the prerequisites.
For **OAuth Client Secret**, enter the client secret from the prerequisites.
At the top of the Connect AI **Add {title_0} 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.
Enter the **User** (your Anaplan user email address).
Enter the **Password** for your Anaplan account.
At the top of the Connect AI **Add {title_1} 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.
Enter the **Certificate** in PEM format. This is the certificate used for certificate-based authentication.
Set the **Certificate Type** to **PEM\_BLOB**.
Enter the **Private Key** in PEM format. This is the private key associated with the certificate.
Set the **Private Key Type** to **PEM\_BLOB**.
(Optional) Enter the **Certificate Password** if the certificate is encrypted.
(Optional) Enter the **Private Key Password** if the private key is encrypted.
At the top of the Connect AI **Add {title_2} 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.