Managing a Planning Analytics connection

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You can manage the API connection to IBM® Planning Analytics.

Before you begin

You must generate an API key within your Planning Analytics instance to use with IBM Envizi ESG Suite. The API key must be linked to a user with administrative privileges to the Planning Analytics database.

About this task

Use the manage connections page to set, update and view the connection details for a Planning Analytics integration data service.
Note: When you configure the Planning Analytics API the PA Base URL is preconfigured based on your region. The PA Database name uses the name of your Envizi ESG Suite instance.

Procedure

  1. As a system administrator, from the main menu, click Admin > Data Flow Automation to open the Data Services grid.
  2. Set up the Planning Analytics connection. Click Actions and select Manage Connections to open the Manage Connections dialog.
  3. Select a connection, and click Actions and select Setup PA API menu to open the Setup PA API dialog.
  4. Set the PA Join URL. Use the format api/<PA Tenant ID>/v0/tm1/. You can find the Tenant ID in the URL on your Planning Analytics homepage.
  5. Set the PA API Client Secret. Use the API key of a user with administrator rights to access the Planning Analytics database.
  6. Click Save.