Anaplan Connector Guide Document Version 2.1 (updated 14-MAR-2017) Document Version 2.1

Transcription

1 Document Version 2.1 (updated 14-MAR-2017) Document Version 2.1

2 Version Control Version Number Date Changes 2.1 MAR 2017 New Template applied Anaplan 2017 i Document Version 2.1

3 1 Introduction About the Anaplan Connector About Version Informatica Prerequisites Anaplan Prerequisites Anaplan Connector Anaplan Connector Properties Counts for Rows Limitations and Testing Settings Column Separator and Text Delimiter Configuration of an Anaplan Connection with Basic Authentication Configuration of an Anaplan Connection with a Certificate-based Authentication Import Data Synchronization Service Task & Configuration Step 1: Definition Step 2: Source Step 3: Target Step 4: Data Filters Step 5: Field Mapping Export Data Synchronization Service Task & Configuration Step 1: Definition Step 2: Source Step 3: Target Step 4: Data Filters Step 5: Field Mapping Process Data Synchronization Service Task & Configuration Step 1: Definition Step 2: Source Step 3: Target Step 4: Data Filters Step 5: Field Mapping Delete Data Synchronization Service & Configuration Document Version 2.1 ii Anaplan 2017

4 1.26. Step 1: Definition Step 2: Source Step 3: Target Step 4: Data Filters Step 5: Field Mapping Import Mappings & Mapping Configuration Tasks Defining the Source Defining the Target Validating and Running the Mapping Export Mappings & Mapping Configuration Tasks Defining the Source Defining the Target Validating and Running the Mapping Process Mappings & Mapping Configuration Tasks Defining the Source Defining the Target Validating and Running the Mapping Delete Mappings & Mapping Configuration Tasks Defining the Source Defining the Target Validating and Running the Mapping Appendix A: Salesforce Connector Salesforce Prerequisites Salesforce Connector Configuration of a Salesforce Connection Appendix B: Import Data Synchronization Service Task & Configuration with Salesforce Step 1: Definition Step 2: Source Step 3: Target Step 4: Data Filters Step 5: Field Mapping Appendix C: Export Data Synchronization Service Task & Configuration with Salesforce Anaplan 2017 iii Document Version 2.1

5 1.51. Step 1: Definition Step 2: Source Step 3: Target Step 4: Data Filters Step 5: Field Mapping Informatica Resources Informatica Documentation Informatica Web Site Informatica Cloud Web Site Informatica Cloud Communities Informatica Cloud Marketplace Informatica Cloud Connector Documentation Informatica Knowledge Base Informatica Cloud Trust Site Informatica Global Customer Support Document Version 2.1 iv Anaplan 2017

6 This guide explains how administrators and end users can configure and use the Anaplan Connector for Informatica Cloud Version 2.0 to: export data from Anaplan import data into Anaplan delete data from Anaplan run a process that contains any combination of model-to-model Import and Delete actions 1.1 ABOUT THE ANAPLAN CONNECTOR The advantages of using the Anaplan Connector for Informatica Cloud include: Automation: no need to run actions manually from the Anaplan UI Ease of configuration: no need to write a batch file (Windows) or shell script (UNIX/Linux/MacOS) for Anaplan Connect Flexibility: the mapping you create can take advantage of all the functionality that Informatica provides Connectivity: access hundreds of source connectors available to Informatica Cloud Native Scheduling: schedule integration jobs using Informatica Cloud 1.2 ABOUT VERSION 2.0 Version 2.0 introduces support for Informatica Data Synchronization Service (DSS) tasks, which are wizard-like and easy to use. Underlying the DSS in Version 2.0 is the Flat File Connector, which can also be used to manually create a custom mapping. The following table compares Version 2.0 to Version 1.0. Version 2.0 Version 1.0 Support for: DSS Tasks - easy to use and similar to a wizard Mappings - with the Flat File Connector or any number of connectors Support for: FileIO connection mapping Anaplan Document Version 2.1

7 Return value for success for Delete and Operation is 1. Informatica operation type is always INSERT Return value for success for Delete and Operation is 0. Operation type varies File size tested to 500MB File size tested to 75MB Document Version Anaplan 2017

8 1.3 INFORMATICA PREREQUISITES Before you start, make sure you have: 1. An Informatica Cloud Secure Agent that is installed, registered, and running. See 2. Knowledge of how to use Informatica Cloud, including: (For DSS task) how to use the DSS task wizard (For mapping) how to create a Connection using the Flat File Connector 3. On the same machine where the Informatica Secure Agent is installed: Knowledge of your Informatica Connection properties, such as the Runtime Environment and the absolute path to a directory you can use as your output directory for Export. The following directory or file: Import Export Delete Process A directory to hold the files you import The directory to hold the files you export (output directory) A csv file with at least one column and one row of data A csv file with at least one column and one row of data 1.4 ANAPLAN PREREQUISITES Make sure you have: 1. An Anaplan account with access to a model and workspace. 2. Knowledge of how to use and configure Anaplan actions. 3. Your Anaplan model must already have a corresponding action that you can run manually from the Anaplan graphical user interface: Note: For Export walkthrough, an Export action that exports data from a model Only exports that have a Tabular Single Column or Tabular Multiple Column layout are supported. For Import, an Import action that imports data into a model For Delete, an Other action that deletes data from a model For Process, a Process action that contains multiple actions 4. If you re using Certificate-based Authentication, make sure you: Anaplan Document Version 2.1

9 Have an Anaplan Certificate file installed on the same machine as your Informatica Cloud Secure Agent. Know the path to that certificate on the machine that is running the Secure Agent. Document Version Anaplan 2017

10 Anaplan Operation Connection Type Source Connection Target Connection Informatica Operation Type must be: Export AnaplanV2 Flat File INSERT Import Flat File AnaplanV2 INSERT Process Flat File AnaplanV2 INSERT Delete Flat File AnaplanV2 INSERT Each mapping requires two connections: one for the source, and one for the target. In this document, the two types are Flat File and AnaplanV2. The Flat File is used as an example, but any data source available in Informatica Cloud can be used. Fig. 1 : New Connection Type Anaplan Document Version 2.1

11 2.1 ANAPLAN CONNECTOR PROPERTIES Fig. 2 : Anaplan Connector Properties Connection Property Connection Name* Description Type* Runtime Environment* Auth Type* Username Password Certificate Path Location Workspace ID* Model ID* Description A name that distinguishes this connection from other connections. Indicate the purpose or explain who will use this connection. Select Anaplan from the list. Select your Informatica Secure Agent. Select either Basic Auth or Cert Auth from the list. An Anaplan user name, such as firstname.lastname@anaplan.com You must enter a password if you ve selected Basic Auth on the Auth Type list. You must enter the certificate path if you ve selected Cert Auth on the Auth Type list. With the Anaplan model open, from the URL, paste the value after selectedworkspaceid= With the Anaplan model open, from the URL, paste the value after selectedmodelid= Document Version Anaplan 2017

12 API Base URL* API Major Version* API Minor Version Max Task Retry Count* Enter the following URL: By default, the API major version is set to 1. This is the latest Anaplan API version. By default, the API minor version is set to 3. This is the latest Anaplan API version. By default, the Max Task Retry count is set to 2. Note that if you select a greater value, this will slow down the integration. * Mandatory fields Anaplan Document Version 2.1

13 2.2 COUNTS FOR ROWS INFORMATICA COUNT BEHAVIOR Anaplan Operation Connector Version 2 Connector Version 1 Export Import* Export (Success Scenario) - Success Rows: Actual count of rows exported, Failure Rows: 0 Export (Failure Scenario) - Success Rows: 0, Failure Rows: Actual count of rows Failed Import (Success Scenario) - Success Rows: Actual count of rows imported, Failure Rows: Actual count of rows failed Import (Failure Scenario) - Success Rows: Actual count of rows imported, Failure Rows: Actual count of rows failed Export (Success Scenario) - Success Rows: 1, Failure Rows: 0 Export (Failure Scenario) - Success Rows: 0, Failure Rows: Actual count of rows Failed Import (Success Scenario) - Success Rows: Actual count of rows imported, Failure Rows: 0 Import (Failure Scenario) - Success Rows: Actual count of rows imported, Failure Rows: Actual count of rows Failed Delete Import (Warning Scenario) - Success Rows: Actual count of rows exported, Failure Rows: Actual count of rows Failed Delete (Success Scenario) - Success Rows: 1, Failure Rows: 0 Delete (Success Scenario) - Success Rows: 0, Failure Rows: 0 Process Delete (Failure Scenario) - Success Rows: 0, Failure Rows: 0 Process (Success Scenario) - Success Rows: Actual count of actions executed successfully, Failure Rows: 0 Process (Warning Scenario) Success rows: Actual count of action executed successfully, Failure Rows: Actual count of failed actions Delete (Failure Scenario) - Success Rows: 0, Failure Rows: 0 Process (Success Scenario) - Success Rows: 0, Failure Rows: 0 Process (Failure Scenario) - Success Rows: 0, Failure Rows: 0 Document Version Anaplan 2017

14 * When importing modules, the row count refers to line items, regardless of the table s orientation in the.csv file. 2.3 LIMITATIONS AND TESTING SETTINGS Model-to-model import is supported in a Process, not an Import. A Process is limited to any combination of model-to-model Import actions and/or Delete actions. Characters in the Anaplan column and field names must be alphanumeric because Informatica doesn t support names that contain spaces or special characters (`, #, $, %, ^, & *, (,), +, =, <,>,[,],{,}) Characters in the data being transferred must be ASCII. See the list at Import and Export actions must use a comma (,) as a Column Separator, and a double quote ( ) as a Text Delimiter. Import and Export of 500 MB have been tested with the following settings: Informatica Secure Agent: 6 GB of RAM DTM JVM: -Xmx1024m Note: Review the Informatica documentation for more information about increasing the field buffer size and increasing Secure Agent memory. 2.4 COLUMN SEPARATOR AND TEXT DELIMITER The Connector uses the Column Separator and Text Delimiter values that were set in the model through the File Import Data Source Definition. Anaplan Document Version 2.1

15 Fig. 3 : File Import Data Source Definition - Column Separator and Text Delimiter Document Version Anaplan 2017

16 2.5 CONFIGURATION OF AN ANAPLAN CONNECTION WITH BASIC AUTHENTICATION We recommend using Basic Authentication because it s quick and easy. TO CONFIGURE AN ANAPLAN CONNECTION WITH BASIC AUTHENTICATION 1. Log in to your Informatica Cloud. 2. Go to Configure > Connections. 3. In the Connections section, click New. 4. In the Connection Details section: a. Enter a Connection Name. b. On the Type list, click AnaplanV2. Fig. 4 : Configuration - Connection Type List 5. In the AnaplanV2 Connection Properties section: c. Select a Runtime Environment. d. On the Auth Type list, click Basic Auth. e. Enter a Username and Password. f. From the URL of an Anaplan model, copy and paste the Workspace ID and Model ID. g. Set the API Base URL to Note: By default, the API Major Version and API Minor Version are set to the latest Anaplan API version. The Max Task Retry Count is set to 2. If you select a greater value, this will slow down the integration. Anaplan Document Version 2.1

17 Fig. 5 : Connection Properties 6. Click Test to verify that the connection is successful and then click OK. Document Version Anaplan 2017

18 2.6 CONFIGURATION OF AN ANAPLAN CONNECTION WITH A CERTIFICATE- BASED AUTHENTICATION If you choose to use Certificate-based authentication, note that: You can download an Anaplan certificate by following the instructions at Once you ve downloaded the Anaplan certificate, it is under your control and Anaplan Inc. is not responsible for keeping it secure. Informatica Cloud assumes that the location of any files (including certificates) that are referenced are located on a directory that the Cloud Secure Agent can access. TO CONFIGURE AN ANAPLAN CONNECTION WITH A CERTIFICATE BASED AUTHENTICATION 1. Log in to your Informatica Cloud. 2. Go to Configure > Connections. 3. In the Connections section, click New. 4. In the Connection Details section: a. Enter a Connection Name. b. On the Type list, click AnaplanV2. Fig. 6 : Certificate Based Authentication Connection Type List 5. In the AnaplanV2 Connection Properties section: a. Select a Runtime Environment. b. On the Auth Type list, click Cert Auth. c. Enter a Username. (You don t need to enter a password.) d. From the URL of an Anaplan model, copy and paste the Workspace ID and Model ID. e. Set the API Base URL to f. In the Certificate Path Location box, enter the path to the certificate. Anaplan Document Version 2.1

19 Note: By default, the API Major Version and API Minor Version are set to the latest Anaplan API version. The Max Task Retry Count is set to 2. If you select a greater value, this will slow down the integration. Fig. 7 : Certificate Location 6. Click Test to verify that the connection is successful and then click OK. Document Version Anaplan 2017

20 You can use a Data Synchronization Service (DSS) task to automate the import of a Flat File into Anaplan using the Data Synchronization Task Wizard. Make sure there is a.csv file in the Flat File connection. This is the.csv file that will be imported into Anaplan. For more information, see Informatica Prerequisites and Anaplan Prerequisites. STEP 1: DEFINITION 1. Log in to Informatica Cloud, and go to Task Wizards > Data Synchronization. 2. Click New. 3. In the Task Name box, enter a name. 4. On the Task Operation list, click Insert. 5. Click Save > Save and Continue. 6. Click Next. Fig. 8 : Data Synchronisation Task Wizard Import Task Definition STEP 2: SOURCE 1. On the Connection list, select an existing Flat File connection. 2. Optionally, click View next to the Connection list to see more information on the Flat File connection properties. Click Test to verify that the connection works, then click Close. 3. Next to the Source Object list, click Select. 4. Select the.csv file you want to import and click Select. Warning: If the column names in the.csv file contain spaces, then the Import action might fail because they can t be mapped. To solve this, remap the server file in Anaplan and run the import again. Anaplan Document Version 2.1

21 5. Optionally, click Show Data Preview to see the data. Click Preview All Data to download the.csv file you want to import. Warning: Loading large imports can take some time. We advise you not to use the Show Data Preview option if the file size is over 5MB. 6. Click Save > Save and Continue. 7. Click Next. Fig. 9 : Data Synchronisation Task Wizard Import Task Connection Source STEP 3: TARGET 1. On the Connection list, select an existing Anaplan connection. 2. Optionally, click View next to the Connection list to see more information on the AnaplanV2 Connection Properties. Click Test to verify that the connection works, then click Close. 3. Next to the Target Object list, click Select. 4. Select the Anaplan Import action and click Select. 5. Optionally, click Show Data Preview to see the columns that will be imported. Click Preview All Data to download the.csv file you want to import. Warning: Info: Loading large imports can take some time. We advise you not to use the Show Data Preview option if the file size is over 5MB. If the first column header in your Anaplan server file is blank, it s automatically populated with the _DUMMY placeholder. 6. Click Save > Save and Continue. 7. Click Next. Document Version Anaplan 2017

22 Fig. 10 : Data Syncronisation Task Wizard Import Task Target Details STEP 4: DATA FILTERS 1. Optionally, click New to create data filters and follow the instructions. For more information, refer to the Informatica documentation. Note: 2. Click Next. It s not possible to apply a Row Limit to a DSS task with a Flat File connector. STEP 5: FIELD MAPPING 1. Drag-and-drop the fields of your local Flat File connection (shown on the left) to the relevant fields in Anaplan (on the right). Some fields may already be automatched. Note: Info: Map the first field in your Flat File to the first field in Anaplan. If you don t map one or more Anaplan fields, they won t appear in Informatica when you update the import file. If you re importing a file that contains Header1, Header2, and Header3, and you only map the two first headers. When you update the import file, Header3 won t be listed as an available field. 2. Optionally, click Validate Mapping to make sure the mapping is correct before running the task. 3. Click Save > Save and Run. The Activity Monitor page opens with details of the tasks that are in progress. The task you ve created will disappear from the list once complete. 4. Go to Monitor > Activity Log. The status of the task is displayed in the Status column. For more information, see Informatica Count behavior. 5. If the import fails, click the Name of the job, click View Session Log, then download the session.log file to find out what went wrong. Anaplan Document Version 2.1

23 Fig. 11 : Data Synchronisation Task Wizard Import Task Field Mapping Document Version Anaplan 2017

24 You can export data from Anaplan into a.csv file using the Data Synchronization Task Wizard. Make sure you have a.csv file in the directory specified in the Flat File connection. This file must contain the names of the column headers you want to export. For more information, see Informatica Prerequisites and Anaplan Prerequisites. STEP 1: DEFINITION 1. Log in to Informatica Cloud, and go to Task Wizards > Data Synchronization. 2. Click New. 3. In the Task Name box, enter a name. 4. On the Task Operation list, click Insert. 5. Click Save > Save and Continue. 6. Click Next. Fig. 12 : Export Task Definition STEP 2: SOURCE 1. On the Connection list, select an existing Anaplan connection. 2. Optionally, click View next to the Connection list to see more information on the Flat File connection properties. Click Test to verify that the connection works, then click Close. 3. Next to the Source Object list, click Select. 4. Select the Anaplan Export action and click Select. Warning: If the column headers in Anaplan contain spaces, these will be replaced by an underscore ( _ ) in the exported Flat File. 5. Optionally, click Show Data Preview to see the data. Click Preview All Columns to download the.csv file you want to export. Anaplan Document Version 2.1

25 Warning: Anaplan Connector Guide Loading large exports can take some time. We advise you not to use the Show Data Preview option if the file size is over 5MB. 6. Click Save > Save and Continue. 7. Click Next. Fig. 13 : Export Task Connection Source STEP 3: TARGET 1. On the Connection list, select an existing Flat File connection. 2. Optionally, click View next to the Connection list to see more information on the AnaplanV2 Connection Properties. Click Test to verify that the connection works, then click Close. 3. If you haven t already, create the.csv file to which the data will be exported: a. Next to the Target Object list, click Create Target. b. Enter a file name and click OK. Note: All fields are automatically generated. Document Version Anaplan 2017

26 Fig. 14 : Export Task Target Details 4. Optionally, click Show Data Preview to see the names of the columns that will be exported. Click Preview All Columns to download the.csv file you want to import. Warning: Info: Loading large exports can take some time. We advise you not to use the Show Data Preview option if the file size is over 5MB. If the first field in your Anaplan connection is blank, it s automatically populated with the _DUMMY placeholder. This is because Informatica doesn t support blank fields. 5. Click Save > Save and Continue. 6. Click Next. Fig. 15 : Export Action Target Details STEP 4: DATA FILTERS 1. Optionally, click New to create data filters and follow the instructions. For more information, refer to the Informatica documentation. Note: 2. Click Next. It s not possible to apply a Row Limit to a DSS task with a Flat File connector. Anaplan Document Version 2.1

27 STEP 5: FIELD MAPPING 1. Optionally, click Validate Mapping to make sure the mapping is correct before running the task. 2. Click Save > Save and Run. The Activity Monitor page opens with details of the tasks that are in progress. The task you ve created will disappear from the list once complete. The file is exported to the location you ve previously defined. 3. Go to Monitor > Activity Log. The status of the task is displayed in the Status column and the number of exported rows is displayed in the Success Rows column. For more information, see Informatica Count behavior. 4. If the export fails, click the Name of the job, and View Session Log, then download the session.log file to find out what went wrong. Fig. 16 : Export Task Field Mapping Document Version Anaplan 2017

28 Use the Data Synchronization Task Wizard to create a Process action. Process actions are limited to model-to-model Import or Delete actions. Make sure you have a valid.csv file that contains at least one column and one row of data. This file won t be used by the DSS task, but it s required to run the Process action. For more information, see Informatica Prerequisites and Anaplan Prerequisites. STEP 1: DEFINITION 1. Log in to Informatica Cloud, and go to Task Wizards > Data Synchronization. 2. Click New. 3. In the Task Name box, enter a name. 4. On the Task Operation list, click Insert. 5. Click Save > Save and Continue. 6. Click Next. Fig. 17 : Process Task Definition STEP 2: SOURCE 1. On the Connection list, select an existing Flat File connection. 2. Optionally, click View next to the Connection list to see more information on the Flat File connection properties. Click Test to verify that the connection works, then click Close. 3. Next to the Source Object list, click Select. 4. Select any.csv file that contains at least one column and one row of data, and click Select. Anaplan Document Version 2.1

29 5. Optionally, click Show Data Preview to see the data. 6. Click Save > Save and Continue. 7. Click Next. Fig. 18 : Process Task Connection Source STEP 3: TARGET 1. On the Connection list, select an existing Anaplan connection. 2. Optionally, click View next to the Connection list to see more information on the AnaplanV2 Connection Properties. Click Test to verify that the connection works, then click Close. 3. Next to the Target Object list, click Select. 4. Select a Process action and click Select. 5. Optionally, click Show Data Preview and note that the ID column is displayed. 6. Click Save > Save and Continue. 7. Click Next. Document Version Anaplan 2017

30 Fig. 19 : Process Task Target Details STEP 4: DATA FILTERS 8. Optionally, click New to create data filters and follow the instructions. For more information, refer to the Informatica documentation. Note: 9. Click Next. It s not possible to apply a Row Limit to a DSS task with a Flat File connector. STEP 5: FIELD MAPPING 1. Drag-and-drop any field any from the source to ID. 2. Optionally, click Validate Mapping to make sure the mapping is correct before running the task. 3. Click Save > Save and Run. The Activity Monitor page opens with details of the tasks that are in progress. The task you ve created will disappear from the list once complete. 4. Go to Monitor > Activity Log. The status of the task is displayed in the Status column and the number of exported rows is displayed in the Success Rows column. For more information, see Informatica Count behavior. 5. If the process fails, click the Name of the job, and View Session Log, then download the session.log file to find out what went wrong. Anaplan Document Version 2.1

31 Fig. 20 : Process Task Field Mapping Document Version Anaplan 2017

32 Use the Data Synchronization Task Wizard to create a Delete action. Make sure you have a valid.csv file that contains at least one column and one row of data. This file won t be used by the DSS task, but is required to run the Delete action. For more information, see Informatica Prerequisites and Anaplan Prerequisites. STEP 1: DEFINITION 1. Log in to Informatica Cloud, and go to Task Wizards > Data Synchronization. 2. Click New. 3. In the Task Name box, enter a name. 4. On the Task Operation list, click Insert. 5. Click Save > Save and Continue. 6. Click Next. Fig. 21 : Delete Task Definition STEP 2: SOURCE 1. On the Connection list, select an existing Flat File connection. 2. Optionally, click View next to the Connection list to see more information on the Flat File connection properties. Click Test to verify that the connection works, then click Close. 3. Next to the Source Object list, click Select. 4. Select any.csv file that contains at least one column and one row of data, and click Select. 5. Optionally, click Show Data Preview to see the data. 6. Click Save > Save and Continue. Anaplan Document Version 2.1

33 7. Click Next. Fig. 22 : Delete Task Connection Source STEP 3: TARGET 1. On the Connection list, select an existing Anaplan connection. 2. Optionally, click View next to the Connection list see more information on the AnaplanV2 Connection Properties. Click Test to verify that the connection works, then click Close. 3. Next to the Target Object list, click Select. 4. Select a Delete action and click Select. 5. Optionally, click Show Data Preview and note that the ID column is displayed. 6. Click Save > Save and Continue. 7. Click Next. Fig. 23 : Delete Task Target Details Document Version Anaplan 2017

34 STEP 4: DATA FILTERS 1. Optionally, click New to create data filters and follow the instructions. For more information, refer to the Informatica documentation. Note: 2. Click Next. It s not possible to apply a Row Limit to a DSS task with a Flat File connector. STEP 5: FIELD MAPPING 1. Drag-and-drop any field from the source to ID. 2. Optionally, click Validate Mapping to make sure the mapping is correct before running the task. 3. Click Save > Save and Run. The Activity Monitor page opens with details of the tasks that are in progress. The task you ve created will disappear from the list once complete. 4. Go to Monitor > Activity Log. The status of the task is displayed in the Status column and the number of exported rows is displayed in the Success Rows column. For more information, see Informatica Count behavior. 5. If the process fails, click the Name of the job, and View Session Log, then download the session.log file to find out what went wrong. Fig. 24 : Delete Task Field Mapping Anaplan Document Version 2.1

35 While most integrations can be implemented with a DSS, if you need more complex integrations, you can use the Mapping Designer. You can automate the import of a.csv file into Anaplan. Make sure you have a.csv file in the Flat File connection. This is the.csv file that we ll import into Anaplan. For more information, see Informatica Prerequisites and Anaplan Prerequisites. 7.1 DEFINING THE SOURCE 1. Log in to Informatica Cloud, and go to Design > Mappings. 2. Click New Mapping. 3. In the New Mapping dialog, enter a name and click OK. 4. Drag a source shape onto the canvas. 5. In the Properties pane, select the General tab, and enter a Name that has no space or special characters. 6. In the Properties pane, select the Source tab, and select an existing Flat File Connection, or create a New Connection. 7. Optionally, if you configure a new connection, test it and then click OK. 8. Next to the Object list, click Select. 9. In the Select Source Object dialog, select the.csv file you want to import, then click OK. Note: The file will be imported into the Anaplan module or list associated with the selected import action. Fig. 25 : Select Import Data Source 10. Verify that your Source properties are similar to the following: Document Version Anaplan 2017

36 Fig. 26 : Import Data Source 11. In the Properties pane, select the Fields tab, and check that the fields you see are the ones you want. 7.2 DEFINING THE TARGET 1. Drag a target shape onto the canvas. 2. In the Properties pane, select the General tab, and enter a Name that has no spaces or special characters. 3. In the Properties pane, select the Target tab, and select an existing connection of type Anaplan from the list, or create a New Connection. 4. For more information, see Configuration of an Anaplan Connection with Basic Authentication or Configuration of an Anaplan Connection with a Certificate-based Authentication. Note: The Connector uses the values for Column Separator and Text Delimiter that were set in the model through the File Import Data Source Definition. Fig. 27 : Import Data Target 5. Optionally, click View to see more information on the connection. Click Test, verify that the connection works, then click Close. 6. Next to the Object list, click Select. 7. Select the name of the Anaplan Import action and click OK. Anaplan Document Version 2.1

37 Fig. 28 : Import Data Target Object 8. Verify that the properties look like the image below, with Operation set to Insert: Fig. 29 : Import Data Target Insert field 9. On the canvas, drag a connection between the Source and Target. Fig. 30 : Import Data Define connection 10. In the Properties pane, select the Field Mapping tab, and drag-and-drop to manually map fields, or click Automatch to match fields with the same names. Document Version Anaplan 2017

38 Fig. 31 : Import Data Map the fields 7.3 VALIDATING AND RUNNING THE MAPPING 1. To make sure the mapping is valid, click Save > Save and Continue. Verify that the status is Valid in the top right corner of the screen. 2. Click Save > Save and Run. 3. If you see the No active Secure Agent message, it s because the default agent isn t configured for your mapping. To fix this, select your agent from the Runtime Environment list. Fig. 32 : Import Data - No active Secure Agent message 4. Click Run and wait for the processing to complete. 5. Go to Monitor > Activity Log and check the status. When the mapping completes, a Success message appears in the Status column. For more information, see Informatica Count behavior. 6. Optionally, if the Status column displays the Failed status: a. Click the Name of the job then click the View Session Log link. b. When prompted, download the session.log file. It might look similar to the following: Fig. 33 : Session Log Failed import 7. To run the mapping automatically and make sure it s associated to the correct secure agent, add the mapping to a Mapping Configuration Task: Anaplan Document Version 2.1

39 a. Go to Task Wizards > Mapping Configuration. b. Click New and enter a Task Name. c. On the Runtime Environment list, select your secure agent. d. Next to the Mapping list, click Select and select the import mapping you ve created, then click OK. e. Click Save > Save and Run. 8. You can now schedule the job to run automatically at the interval you specify. 9. Verify the result in your Anaplan model. Document Version Anaplan 2017

40 While most integrations can be implemented with a DSS, if you need more complex integrations you can use the Mapping Designer. You can export data from Anaplan into a.csv file. Make sure you have a.csv file in the directory specified in the Flat File connection. This file must contain the names of the column headers you want to export. For more information, see Informatica Prerequisites and Anaplan Prerequisites. 8.1 DEFINING THE SOURCE 1. Log in to Informatica Cloud, and go to Design > Mappings. 2. Click New Mapping. 3. In the New Mapping dialog, enter a name and click OK. 4. Drag a source shape onto the canvas. 5. In the Properties pane, select the General tab, and enter Anaplan as the source Name. 6. In the Properties pane, select the Source tab and select an existing Anaplan Connection for your Informatica Cloud Secure Agent, or create a New Connection. 7. For more information, see Configuration of an Anaplan Connection with Basic Authentication or Configuration of an Anaplan Connection with a Certificate-based Authentication. Note: The Source Type box now lists Single Object. 8. Next to the Object list, click Select. 9. In the Select Source Object dialog, select the name of your Anaplan Export action, then click OK. Note: The Name corresponds to the Label but without any spaces or special characters. Anaplan Document Version 2.1

41 Fig. 34 : Export Mapping - Select Source Object 10. In the Properties pane, select the Fields tab, and check that the fields you see are the ones you want. 8.2 DEFINING THE TARGET 1. Drag a target shape onto the canvas. 2. In the Properties pane, select the General tab, and enter a Name that has no spaces or special characters. 3. In the Properties pane, select the Target tab, and select an existing Flat File connection for your Informatica Cloud Secure Agent, or create a New Connection. 4. Optionally, click View to see more information on the connection. Click Test, verify that the connection works, then click Close. Note: The data will be exported to the Export subdirectory of the Parent Directory of the computer with the Informatica Secure Agent. Fig. 35 : Export Mapping - Target Connection 5. Next to the Object list, click Select and select the.csv file to which your data will be exported. Document Version Anaplan 2017

42 6. On the canvas, drag a connection from the Source to the Target. Fig. 36 : Export Mapping Define connection 7. If you haven t already, create a.csv header file in the Export folder that contains all the fields that you want to export. Note: The first field cannot be blank (even if Anaplan allows this), so if the first field is blank, add a placeholder value, such as _DUMMY. 8. In the Properties pane, select the Target Fields tab and verify the presence of the fields, which correspond to the column names in the.csv file. Fig. 37 : Export Data Target fields 9. In the Properties pane, select the Field Mapping tab, drag-and-drop to manually map the columns you want to export. Fig. 38 : Export Data Map the fields 8.3 VALIDATING AND RUNNING THE MAPPING 1. To make sure the mapping is valid, click Save > Save and Continue. Verify that the status is Valid in the top right corner of the screen. 2. Click Save > Save and Run. 3. If you see the No active Secure Agent message, it s because the default agent isn t configured for your mapping. To fix this, select your agent from the Runtime Environment list. Anaplan Document Version 2.1

43 Fig. 39 : Export Data Validate Mapping 4. Click Run and wait for the processing to complete. You can monitor the contents being written to the logs as the mapping is running. 5. Go to Monitor > Activity Logs and check the status. When the mapping completes, a Success message appears in the Status column. For more information, see Informatica Count behavior. 6. Optionally, if the Status column displays the Failed status: a. Click the Name of the job and click the View Session Log link. b. When prompted, download the session.log file. It might look similar to the following: Fig. 40 : Session Log Failed export 7. To run the mapping automatically and make sure it s associated to the correct secure agent, add the mapping to a Mapping Configuration Task: a. Go to Task Wizards > Mapping Configuration. b. Click New and enter a Task Name. c. On the Runtime Environment list, select your secure agent. d. Next to the Mapping list, click Select and select the export mapping you ve created, then click OK. e. Click Save > Save and Run. 8. You can now schedule the job to run automatically at the interval you specify. Go to the Export directory and verify the contents of the newly created file. Document Version Anaplan 2017

44 While most integrations can be implemented with a DSS, if you need more complex integrations, you can use the Mapping Designer. A Process action is limited to model-to-model Import actions or Delete actions. Make sure you have a valid.csv file with at least one column and one row of data. For more information, see Informatica Prerequisites and Anaplan Prerequisites. 9.1 DEFINING THE SOURCE 1. Log in to Informatica Cloud, and go to Design > Mappings. 2. Click New Mapping. 3. In the New Mapping dialog, enter a name and click OK. 4. Drag a source shape onto the canvas. 5. In the Properties pane, select the General tab, and enter a Name that has no space or special characters. 6. In the Properties pane, select the Source tab, and either select an existing Flat File Connection for your Informatica Cloud Secure Agent, or create a New Connection. 7. Optionally, if you configure a new connection, test it and then click OK. Fig. 41 : Mapping Designer 8. In the Source Type list, select Single Object. 9. Next to the Object list, click Select, then in the Select Source Object dialog, select a file that contains at least one column and one row. Click OK. Anaplan Document Version 2.1

45 Fig. 42 : Mapping Designer Select Source 9.2 DEFINING THE TARGET 1. Drag a target shape onto the canvas. 2. In the Properties pane, select the General tab, and give it a name that has no spaces or special characters. 3. In the Properties pane, select the Target tab and either select existing Connection of type Anaplan, or create a New Connection. For more information, see Configuration of an Anaplan Connection with Basic Authentication or Configuration of an Anaplan Connection with a Certificate-based Authentication. 4. Optionally, if you re configuring a new connection, make sure that it s of type Anaplan and then click Test. If the test is successful, click OK. 5. Next to the Object list, click Select and select the name of your Process action, then click OK. Note: The name of the action in Informatica and the Anaplan model are similar. Fig. 43 : Mapping Designer Define Target Document Version Anaplan 2017

46 6. On the Operation list, select Insert, then check the details look similar to the image below: Fig. 44 : Mapping Designer Target Details 7. On the canvas, drag a connection from the Source to the Target. 8. In the Properties pane, select the Field Mapping tab, and drag-and-drop any field name from the source to match the ID field name. 9.3 VALIDATING AND RUNNING THE MAPPING 1. To make sure the mapping is valid, click Save > Save and Continue. Verify that the status is Valid in the top right corner of the screen. 2. Click Save > Save and Run. 3. If you see the No active Secure Agent message, it s because the default agent isn t configured for your mapping. To fix this, select your agent from the Runtime Environment list. 4. Click Run and wait for the processing to complete. 5. Go to Monitor > Activity Log and check the status. When the mapping completes a Success message appears in the Status column. For more information, see Informatica Count behavior. Fig. 45 : Mapping Designer Activity Log 6. Optionally, if the Status column displays the Failed status: a. Click the Name of the job and click the View Session Log link. Anaplan Document Version 2.1

47 b. When prompted, download the session.log file. It might look similar to the following: Fig. 46 : Session Log Failed Mapping 7. To run the mapping automatically and make sure it s associated to the correct secure agent, add the mapping to a Mapping Configuration Task: a. Go to Task Wizards > Mapping Configuration. b. Click New and enter a Task Name. c. On the Runtime Environment list, select your secure agent. d. Next to the Mapping list, click Select and select the process mapping you ve created, then click OK. e. Click Save > Save and Run. 8. You can now schedule the job to run automatically at the interval you specify. 9. Verify the result in the Anaplan model. Document Version Anaplan 2017

48 While most integrations can be implemented with a DSS, if you need more complex integrations, you can use the Mapping Designer. Make sure you have a valid.csv file with at least one column and one row of data. For more information, see Informatica Prerequisites and Anaplan Prerequisites DEFINING THE SOURCE 1. Log in to Informatica Cloud, and go to Design > Mappings. 2. Click New Mapping. 3. In the New Mapping dialog, enter a name and click OK. 4. Drag a source shape onto the canvas. 5. In the Properties pane, select the General tab, and enter a Name that has no space or special characters. 6. In the Properties pane, select the Source tab. On the Connection list, select your Flat File connection. Note: This source is a placeholder that is required to create this flow in Informatica Cloud and doesn t send a file to the Delete action. 7. Next to the Object list, click Select and in the Select Source Object dialog, select a.csv file that contains at least one column and one row of data. Click OK. 8. Verify that the Source properties look like the image below: Fig. 47 : Delete Mapping Define Connection 10.2 DEFINING THE TARGET 1. Drag a target shape onto the canvas. 2. In the Properties pane, select the General tab, and enter a Name that has no spaces or special characters. 3. In the Properties pane, select the Target tab, and either select an existing Connection of type Anaplan, or click New Connection. Anaplan Document Version 2.1

49 For more information, see Configuration of an Anaplan Connection with Basic Authentication or Configuration of an Anaplan Connection with a Certificate-based Authentication. 4. Next to the Target Type list, click Select, and select the name of your Delete action, then click OK. Note: The name of the action in Informatica and the Anaplan model are similar. Fig. 48 : Delete Mapping Define Target 5. On the canvas, drag a connection from the Source to the Target. Fig. 49 : Delete Mapping Define connection 6. In the Properties pane, select the Target Fields tab, and verify that the ID field is listed. Fig. 50 : Delete Mapping ID Field 7. In the Properties pane, select the Field Mapping tab, and drag-and-drop any field name from the source to match the ID field name. Document Version Anaplan 2017

50 Fig. 51 : Delete Mapping ID Field Mapping 10.3 VALIDATING AND RUNNING THE MAPPING 1. To make sure the mapping is valid, click Save > Save and Continue. Verify that the status is Valid in the top right corner of the screen. 2. Click Save > Save and Run. 3. If you see the No active Secure Agent message, it s because the default agent isn t configured for your mapping. To fix this, select your agent on the Runtime Environment list. Fig. 52 : Delete Mapping Runtime Environment 4. Click Run and wait for the processing to complete. 5. Go to Monitor > Activity Log and check the status. When the mapping completes a Success message appears in the Status column. For more information, see Informatica Count behavior. Fig. 53 : Delete Mapping Activity Log 6. Optionally, if the Status column displays the Failed status: a. Click the Name of the job and click the View Session Log link. b. When prompted, download the session.log file. It might look similar to the following: Anaplan Document Version 2.1

51 Fig. 54 : Session Log Failed Delete Mapping 7. To run the mapping automatically and make sure it s associated to the correct secure agent, add the mapping to a Mapping Configuration Task: a. Go to Task Wizards > Mapping Configuration. b. Click New and enter a Task Name. c. On the Runtime Environment list, select your secure agent. d. Next to the Mapping list, click Select and select the delete mapping you ve created, then click OK. e. Click Save > Save and Run. 8. You can now schedule the job to run automatically at the interval you specify. 9. Verify the result in your Anaplan model. Document Version Anaplan 2017

52 11.1 SALESFORCE PREREQUISITES Make sure you have: A Salesforce login The ability to generate a Salesforce token Permissions to the objects you to want to access 11.2 SALESFORCE CONNECTOR Salesforce Operation Connection Type Source Connection Target Connection Informatica Operation Type must be: Export AnaplanV2 Salesforce object INSERT Import Salesforce object AnaplanV2 INSERT The Salesforce connector allows you to create Export and Import mappings. Each mapping requires two connections: one for the source and one for the target CONFIGURATION OF A SALESFORCE CONNECTION Configure your connection to be able to import data from Salesforce into Anaplan, and export data from Anaplan into Salesforce. TO CONFIGURE A SALESFORCE CONNECTION 1. Log in to your Informatica Cloud. 2. Go to Configure > Connections. 3. In the Connections section, click New. 4. In the Connection Details section: a. Enter a Connection Name. b. On the Type list, click Salesforce. Fig. 55 : Configure Salesforce Connection 5. In the Salesforce Connection Properties section: a. Select a Runtime Environment. Anaplan Document Version 2.1

53 b. Enter the User Name and Password of your Salesforce connection. c. Enter your Salesforce Security Token. d. Set the Service URL to Note: In the Service URL, you can replace 31.0 with the Salesforce API version your organization uses. Fig. 56 : Edit Salesforce Connection 6. Click Test to verify that the connection is successful and then click OK. Document Version Anaplan 2017

54 You can use a Data Synchronization Service (DSS) task to automate the import of Salesforce data into Anaplan using the Data Synchronization Task Wizard. For more information, see Salesforce Prerequisites, Informatica Prerequisites, and Anaplan Prerequisites. For more information on configuration, see Configuration of an Anaplan Connection with Basic Authentication, Configuration of an Anaplan Connection with a Certificate-based Authentication, and Configuration of a Salesforce Connection STEP 1: DEFINITION 1. Log in to Informatica Cloud, and go to Task Wizards > Data Synchronization. 2. Click New. 3. In the Task Name box, enter a name. 4. On the Task Operation list, click Insert. 5. Click Save > Save and Continue. 6. Click Next STEP 2: SOURCE Fig. 57 : Salesforce Data Synchronisation Insert Mapping 1. On the Connection list, select an existing Salesforce connection. 2. Optionally, click View next to the Connection list to see more information on the Salesforce connection properties. Click Test to verify that the connection works, then click Close. 3. Next to the Source Object list, click Select. 4. Select the Salesforce object you want to import and click Select. Anaplan Document Version 2.1

55 5. Optionally, click Show Data Preview to see the data. Click Preview All Data to download the.csv file you want to import. Warning: Loading large imports can take some time. We advise you not to use the Show Data Preview option if the file size is over 5MB. 6. Click Save > Save and Continue. 7. Click Next STEP 3: TARGET Fig. 58 : Salesforce Data Synchronisation Source Configuration 1. On the Connection list, select an existing Anaplan connection. 2. Optionally, click View next to the Connection list to see more information on the AnaplanV2 Connection Properties. Click Test to verify that the connection works, then click Close. 3. Next to the Target Object list, click Select. 4. Select the Anaplan Import action and click Select. 5. Optionally, click Show Data Preview to see the columns that will be imported. Click Preview All Data to download the.csv file you want to import. Warning: Info: Loading large imports can take some time. We advise you not to use the Show Data Preview option if the file size is over 5MB. If the first column header in your Anaplan server file is blank, it s automatically populated with the _DUMMY placeholder. 6. Click Save > Save and Continue. 7. Click Next. Document Version Anaplan 2017

56 Fig. 59 : Salesforce Data Synchronisation Target Configuration 12.4 STEP 4: DATA FILTERS 1. In the Row Limit section, either enter the number of rows you want to process or select Process all rows. 2. Optionally, click New to create data filters and follow the instructions. For more information, refer to the Informatica documentation. 3. Click Next STEP 5: FIELD MAPPING 1. Drag-and-drop the fields of your local Salesforce connection (shown on the left) to the relevant fields in Anaplan (on the right). Some fields may already be automatched. Note: Info: If you don t map one or more Anaplan fields, they won t appear in Informatica when you update the import file. If you re importing a file that contains Header1, Header2, and Header3, and you only map the two first headers. When you update the import file, Header3 won t be listed as an available field. 2. Optionally, click Validate Mapping to make sure the mapping is correct before running the task. 3. Click Save > Save and Run. The Activity Monitor page opens with details of the tasks that are in progress. The task you ve created will disappear from the list once complete. 4. Go to Monitor > Activity Log. The status of the task is displayed in the Status column. For more information see, Informatica Count behavior. Anaplan Document Version 2.1

57 5. If the import fails, click the Name of the job, click View Session Log, then download the session.log file to find out what went wrong. Fig. 60 : Salesforce Data Synchronisation Field Mapping Document Version Anaplan 2017

58 You can export data from Anaplan into Salesforce using the Data Synchronization Task Wizard. For more information, see Salesforce Prerequisites, Informatica Prerequisites, and Anaplan Prerequisites. For more information on configuration, see Configuration of an Anaplan Connection with Basic Authentication, Configuration of an Anaplan Connection with a Certificate-based Authentication, and Configuration of a Salesforce Connection STEP 1: DEFINITION 1. Log in to Informatica Cloud, and go to Task Wizards > Data Synchronization. 2. Click New. 3. In the Task Name box, enter a name. 4. On the Task Operation list, click Insert. 5. Click Save > Save and Continue. 6. Click Next STEP 2: SOURCE Fig. 61 : Salesforce Data Synchronisation Export Definition 1. On the Connection list, select an existing Anaplan connection. 2. Optionally, click View next to the Connection list to see more information on the Anaplan connection properties. Click Test to verify that the connection works, then click Close. 3. Next to the Source Object list, click Select. 4. Select the Anaplan Export action and click Select. Anaplan Document Version 2.1

59 5. Optionally, click Show Data Preview to see the data. Click Preview All Columns to download the.csv file you want to export. Warning: Loading large exports can take some time. We advise you not to use the Show Data Preview option if the file size is over 5MB. 6. Click Save > Save and Continue. 7. Click Next STEP 3: TARGET Fig. 62 : Salesforce Data Synchronisation Export Source Configuration 1. On the Connection list, select an existing Salesforce connection. 2. Optionally, click View next to the Connection list to see more information on the Salesforce connection properties. Click Test to verify that the connection works, then click Close. 3. Optionally, click Show Data Preview to see the names of the columns that will be exported. Click Preview All Columns to download the.csv file you want to import. Warning: Loading large exports can take some time. We advise you not to use the Show Data Preview option if the file size is over 5MB. 4. Click Save > Save and Continue. 5. Click Next. Document Version Anaplan 2017

60 Fig. 63 : Salesforce Data Synchronisation Export Target 13.4 STEP 4: DATA FILTERS 1. Optionally, click New to create data filters and follow the instructions. For more information, refer to the Informatica documentation. 2. Click Next. Note: It s not possible to apply a Row Limit when exporting data from Anaplan into Salesforce STEP 5: FIELD MAPPING 1. Drag-and-drop the fields in Anaplan (shown on the left) to the relevant fields in your local Salesforce connection (on the right). Some fields may already be automatched. Note: Info: If you don t map one or more Anaplan fields, they won t appear in Informatica when you update the import file. If, you re importing a file that contains Header1, Header2, and Header3, and you only map the two first headers. When you update the import file, Header3 won t be listed as an available field. 2. Optionally, click Validate Mapping to make sure the mapping is correct before running the task. 3. Click Save > Save and Run. The Activity Monitor page opens with details of the tasks that are in progress. The task you ve created will disappear from the list once complete. The file is exported to the location you ve previously defined. 4. Go to Monitor > Activity Log. The status of the task is displayed in the Status column and the number of exported rows is displayed in the Success Rows column. For more information see, Informatica Count behavior. 5. If the export fails, click the Name of the job, and View Session Log, then download the session.log file to find out what went wrong. Anaplan Document Version 2.1

61 Fig. 64 : Salesforce Data Synchronisation Export Field Mapping Document Version Anaplan 2017