How to Move Data from One Dynamic Planning Application to Another?

To move data from one application to another, perform the following steps:

1. Generate an access token. For steps on how to do so, see Access Token.
2. In SpotlightXL, navigate to the Model task and the Map subtask.
3. In the Access Token field, enter the generated  or common name you provided on the Manage > Token Management > Access Token page.
4. Enter Source and Target model information. For example, your source model is located in a Departmental application and your target model is located in the Corporate application.
5. Complete the remaining fields on this page and save.
   Note:

   This feature works for data only. Metadata can not be moved.

Generating an Access Token

To generate an Access Token:

1. In SpotlightXL, select Manage > Token Management > Manage Access Token. 
2. Select a User from the list box.
   
   
   
3. Click Generate and a token is provided in the Access Key field as shown below.
   
   
   
4. Once you generate an access token for a user, the Generate action is replaced with the Remove action shown below.
   Because access tokens are encrypted, you can give your token a more common one that is easy to remember. To do so, select the Manage task and the Token Management > Access Token subtask as shown below.
   
   
   

Enter the access Token ID provided in the Access Token field. In the Name field, enter a common and easy to remember name. You can use this common name when creating a map to move data from one application to another.

To view a user’s access token, access the User page by selecting the Manage task and the User Management subtask. The access token access key is provided as shown below.