Set up Anaplan

Atlan uses Basic or CA Certificate authentication to interact with Anaplan. This guide provides step-by-step instructions to create a dedicated service account in Anaplan and configure authentication.

Permissions required

Before you begin, make sure you have:

• Access to Anaplan as a User Administrator
• Workspace admin privileges in Anaplan
• A dedicated service account (not a personal account)

Create service account

Create a dedicated service account in Anaplan with workspace administration privileges. For detailed steps, see the Anaplan documentation for creating internal users.

1. Sign in to Anaplan as a User Administrator.
2. Go to Administration > Users > Internal, then select New.
3. Enter the required user details.
4. Choose a User license. Workspace admin is required because the connector uses restAPI to fetch modules that are available only to the workspace admin, as per Anaplan API documentation.
5. Assign workspace access:
   • Select the workspaces you plan to catalog in Atlan.
   • To grant all workspaces, select the Workspace checkbox at the top of the list.
6. Select Save.

Set up authentication

Basic authentication

1. Record the username and password for the service account. These credentials are needed to configure the connector in Atlan.

CA Certificate

CA Certificate authentication uses an S/MIME certificate instead of a password to authenticate with Anaplan. For a complete overview, see Anaplan's Security certificates documentation.

Step 1: Procure S/MIME certificate

Obtain an S/MIME certificate (also called a client certificate or Personal Authentication certificate) from a supported Certificate Authority, or from an intermediary whose certificate chain terminates in a supported root CA. Submit a Certificate Signing Request (CSR) to your chosen provider to get the certificate.

For detailed procurement steps, see Procure CA certificates.

info

Anaplan only supports S/MIME certificates. SSL or server certificates aren't supported.

Step 2: Register certificate in Anaplan

Upload your certificate in .pem format to Anaplan:

1. Sign in to Anaplan as an administrator.
2. Go to Administration > Security > Certificates.
3. Select Add Certificates.
4. Click Choose File and select your .pem certificate file.
5. Select Import Certificates.

For more details, see Manage your certificates.

Step 3: Generate encoded data and signed data

Generate the encodedData and encodedSignedData values required for authentication:

• encodedData: A randomly-generated string of at least 100 bytes, Base64-encoded.
• encodedSignedData: The random bytes signed with your private key, then Base64-encoded. Anaplan only supports the SHA512withRSA algorithm for signing with your private key.

For detailed instructions on generating these values, see Use CA certificate authentication. For a sample Java implementation to generate these values, see Anaplan Authentication Service API.

Step 4: Prepare for Atlan configuration

Keep the following ready for configuring the Anaplan connector in Atlan:

• The CA certificate file in PEM format
• The encodedData value
• The encodedSignedData value

Next steps

After creating your service account, continue with the crawl:

• Crawl Anaplan: Configure and run the crawler to catalog your Anaplan workspaces and models