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OneAnalytics (SQL Server) Integration - Integration Setup

  • Updated

This article explains how to set up the OneAnalytics for OnePlan integration.

OnePlan Setup

To do the OnePlan setup, you need to be an admin, meaning you are a user with Owner permissions in OnePlan. If the Advanced Settings are enabled for your group, continue to the next steps. If the Advanced Settings are NOT enabled, contact OnePlan for assistance.

  1. Log in to your OnePlan group with your Office365 account.

  2. Open the Admin pages by clicking on the Settings gear.

  3. Select Integration in the admin navigation.

  4. Click the + (plus) icon in the Authentication Keys section.

  5. Save the key name and generated key somewhere (such as in a notepad doc), as once you navigate away, the key cannot be seen. To be used at a later step in the OneConnect configuration.

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OneConnect Setup

To complete the OneConnect setup, you need to be an Administrator or Editor in the OneConnect group you wish to set the integration up in.

  1. Go to https://my.oneconnect.ai.

  2. Navigate to OnePlan SQL Server (v2). Click the Configure button. The integration configuration form will open.

  3. Complete the integration configuration form.

    1. Complete the OnePlan section.

      Note

      Expand the Additional Options area to see all the necessary fields to be filled in.

      • Group Name: Enter the OnePlan Group name you will be integrating into.

      • Authentication Key: Enter the OnePlan Authentication Key generated from OnePlan.

      • (Optional) Alternate OnePlan Environment URL: If using an alternative environment than https://my.oneplan.ai, please enter the appropriate URL here.

        Note

        Options currently are https://au.oneplan.ai, https://ca.oneplan.ai, and https://eu.oneplan.ai.

      • OData ID: This can be found in the integration tab within the OnePlan configuration page. The ID is in the Reporting Info field. The ID should look like this format: xxxxxxxx-xxxx-xxxx-xxxx-xxxxx-xxxxxxxx.

      • OnePlan OData Table names: This will be the list of OnePlan OData tables that will be brought over to SQL.

      • Columns to Snapshot (Optional): This field is optional for those who wish to snapshot only specific fields from OnePlan. The format in which to snapshot specific fields must be in Table{Field} format (Resources{Name,UserId,Email,Generic}).

      • Choice Column for Time Tracking (Optional): This field is optional for those who wish to snapshot choice field values. This is used when specific fields can have time between their last updates tracked. These columns should be listed in this field.

    2. Click Next.

    3. Complete the SQL Server (v2) section.

      • Server: Enter the server name that will host the data being accessed.

      • Database: Enter the name of the database that will be used for this integration.

      • Username: Enter the username of the account that has access to the database. This user must have read and write access to the database.

      • Password: Enter the password to the username being used in the above field.

    4. If using SQL Server On-Premises, a relay may be required. To understand what a relay is, see What is a Relay? For information on a relay installation, see Relay Installation.

    5. Click Next.

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