Steps: Set Up Planning Data Source Credentials

To use as a data source within integration, you must create and select a credential. If the username entered in the credential can access a multi-instance environment, you also select the instance you want to use. Passwords for credentials do not get stored within integration. When you provide a valid username and password during authorization an internal token authenticates the user for data source use.

If your instance is Workday-enabled and you synchronized users from Workday to , you must select a Workday Credential for your Planning data source or create a Planning Credential by selecting Use Currently logged in user
.

Required Permissions: Data Designer.

Acquire the username and password

Verify the user exists and can log in to the instance you want to access.

Verify the user has the appropriate permissions in their instance to the areas in you need for the loaders you want to create and run.

Changing the username within an existing Data Source Credential can change the instance code the credential uses. Existing data sources that use the credential could become invalid.

Navigation

Create an Credential

Expand the Credentials pane in the Component Library

Select Create New Credential
.

Select Planning Credential
and provide a unique name.

Select Create
.

Select a Log level
:

Off
: Does not log errors. This is the default log level.

Error
: Logs only errors.

Info
: Logs errors and other authorization information.

Verbose
: Logs all errors and messages for debugging and troubleshooting. This level of logging can create more log information than is typically useful.

Select Authorize
in the Actions pane.

Enter an username and password or you can authorize yourself with a single click.

Select Authorize
.

Select the instance if this user exists in a multi-instance environment.

Save the credential.

Authorize the Current User

After creating your credentials, select Authorize
from the Actions
pane. You can choose yourself as the current authorized user by selecting Use Currently logged in user
. This enables you to connect to your local instance. A credential set up using this option functions as a local connection, allowing you to use shared parameters in different Planning Data Source configurations. Ensure you have access to the data sources you need.

Use a Credential

Once you complete your credential, you can select it when you set up as a data source.

Edit a Credential