Creating, Editing, and Deleting Connections to Other EPM Cloud Subscriptions

Before you can create connections to other EPM Cloud subscriptions, you must ensure you have access to the source and target subscriptions you're connecting. You must also have URLs for the other subscriptions you're connecting and login details for each subscription such as user ID (Service Administrator) and password.

To create, edit, duplicate, and delete connections:

  1. Login to the source subscription.

  2. From the Home page, click Tools, and then click Connections.

  3. Choose an action:

    • To add a connection:

      1. On the Manage Connections page, click Create.

      2. Select the target subscription you want to add.

      3. Enter the target subscription connection details:

        • In URL, enter the URL of the target subscription instance; for example, http(s)://your-target-host-url.com. This is the URL that you normally use to sign in to the target subscription instance.

        • In Connection Name enter name for this navigation link; for example, Consolidation Application.

        • Enter an optional description for the link.

        • Use Service Administrator and Password to specify the credentials of a Service Administrator.

          Note:

          These credentials are used only to define and validate the navigation link. When a user logs in, their own role and access will be applied to access the target subscription.

        • The Domain field is automatically populated based on the URL you enter. If there is no domain in the URL, then the Domain field is left blank.

      4. Click Validate.

      5. If the validation is successful, click Save and Close.

    • To edit connections:

      1. On the Manage Connections page, click the name of a connection.

      2. Edit connection details.

      3. Click Validate.

      4. If the validation is successful, click Save and Close.

    • To duplicate a connection:

      1. On the Manage Connections page, in the Action column next to the connection you want to duplicate, click Elipses Action icon.

      2. Click Duplicate.

      3. Enter a name for the duplicate connection, then click OK.

    • To delete a connection:

      1. On the Manage Connections page, in the Action column next to the connection you want to delete, click Elipses Action icon.

      2. Click Delete.

When target subscriptions are connected to an EPM Cloud source subscription, they are listed in the My Connections pane on the Navigator Navigator menu icon menu of the source subscription. The My Connections pane on the Navigator Navigator menu icon menu is where you can navigate across subscriptions. See Navigating Across EPM Cloud Subscriptions.