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Set up Anaplan

Atlan uses Basic authentication to interact with Anaplan. This guide provides step-by-step instructions to create a dedicated service account in Anaplan and enables Basic authentication for it.

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

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