Dynamic Planning Token Management

Manage Access Token

To automate the integration of your data with Dynamic Planning, create an access token that can be used by the Dynamic Planning APIs to load, clear, and calculate data as well as load and clear metadata. Access tokens are used in maps to move data across models that reside in different Dynamic Planning applications.

The access token works as an authentication mechanism. It enables data connectors (like Dell Boomi) to integrate external data with Dynamic Planning. Access tokens are user specific. You can create, remove, or display a user’s access token. Access tokens do not expire.

In Practice: Generating an Access Token

1. Select the Manage task and the Token Management > Manage Access Token subtask.

2. Select a user from the list box.

3. Click Generate and a token is provided in the Access Key field as shown below.

   

   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 and easy to remember name.

In Practice: Naming Your Access Token

1. Select the Manage task and the Token Management > Access Token subtask as shown below.

   

2. 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.

In Practice: How to View a User's Access Token

Access the User page by selecting the Manage task and the User Management subtask.

Access Token

Because access tokens are encrypted, you can give your token a more common and easy to remember name.

In Practice: Naming Your Access Token

1. Select the Manage task and the Token Management > Access Token subtask as shown below.

   

2. 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 subtask.