OneConnect Administration

OneConnect, the integration platform developed by OnePlan, serves as a powerful bridge in the realm of modern business operations. Its primary function is to seamlessly connect and consolidate data from multiple separate...

This article provides a list of essential terminologies used within OneConnect. Term Definition Notes & Examples Tenant An organization within the system. Previously this term exclusively referred to o...

This article details the process of accessing OneConnect, OnePlan's integration platform. OneConnect serves as the integration platform associated with OnePlan. Users can access OneConnect via the designated URL: https:/...

OneConnect offers three distinct subscription types to meet integration needs. Each subscription tier determines the capabilities, scale, and automation options available for an integration.Each integration is licensed in...

OneConnect empowers users to efficiently manage their integrations from a central location - the OneConnect group. Within each group is a collection of settings both generic and custom to the environment that the users a...

This article explains the options available to the Administrators within the OneConnect group. General Group Settings This section provides an overview of the generic settings available for the OneConnect group.  ...

Authentication Types for your OneConnect Group To view and edit your Authentication Type and Allowed Authentication options, please navigate to the Settings dropdown, and click on the Settings option. Beneath the Group Op...

OneConnect now allows a single OnePlan group to be linked directly to a single OnePlan group, introducing a streamlined approach to managing permissions and integrations. Key BenefitsEnhanced Permissions Management: When ...

What is a connector?  A connector represents a program in an integration. It includes the necessary authentication methods to securely access the program's environment.  In addition to authentication, some connectors also...

The Mappings sections are where all configurations related to syncing information between the two integrated programs can be found. This includes defining how data flows, setting up filters, and ensuring values align cor...

What is a strategy? In OneConnect, a strategy is a key tool that transfers data between two programs, such as Program A and Program B. Think of a strategy as a messenger: it's responsible for moving data from one place to...

This page allows you to schedule when an integration strategy runs. Some integrations come with pre-set schedules, while others require you to set the strategy up manually. To check which scheduling options are available...

What are Filters? Filters are tools to limit the data that is transferred during integrations. They are like rules that decide what information from one system should be passed to another.  When Should You Use Filters? Fi...

Sometimes, strategies do not run successfully. Errors can occur with processing data or even with establishing the integration connection at any point.  Setting up alerts for when a strategy fails, and knowing where to l...

When working with OneConnect strategies, things usually run smoothly—but occasionally, something might not go as expected. That’s where strategy logs come in. Strategy logs are detailed records of what happens each time a...

This article explains the Tools dropdown within integrations. Migrate If you want to transfer an integration to a different OneConnect group, you can do so by selecting the desired group from the Groups dropdown and...

During the installation of some of the integrations, changes are made to the connected systems. OnePlan is a good example of that, as during the install configuration changes are made in OnePlan.  When you uninstall an in...

During the installation of some of the integrations, changes are made to the connected systems. OnePlan is a good example of that, as during the install configuration changes are made in OnePlan. In case these settings st...

About The Azure Relay service facilitates hybrid applications by enabling you to securely expose services that reside within a corporate enterprise network to the public cloud, without having to open a firewall conne...

This article explains how to install OneConnect relays. See What is a Relay? for more information on relays. Relay Download Log into OneConnect. Click on the Gear icon. This will expand the available settings o...

Only a single relay can be installed in a server at a single time. Because of this, uninstalling a relay will be necessary to update to a newer version of the relay. Take a Backup of the Relay Configuration Files. Ta...

To access the OnePlan Integration page, go to the OnePlan Configuration page, select Integration on the left navigation panel. If these settings are not available, please contact your OnePlan contact to enable Advanced S...

The Express Installer provides a simplified way to install integrations directly from OnePlan without first navigating to OneConnect. This streamlines the installation process while still creating and managing the integra...