1. Modeling
  2. Model Settings
  3. Source Models

The Source Models menu option in Model Settings enables administrators to quickly define alternative sources for model-to-model production data imports.

Source Models removes the need to copy models between workspaces — a single model can provide source data for many models across a number of workspaces. This is useful for sites that deploy a data hub, or have multiple workspaces as part of application lifecycle management.

Source Models redirects import sources between Anaplan models by amending the Import Data Source (IDS) on the import target.You can configure imports from external data sources in Data > Import menu options.

Scenarios

Administrators can use Source Models to redirect the source of production data imports in these scenarios:

    • In Application Lifecycle Management (ALM), segregation of duties can result in administrators in one workspace having no access to models in other workspaces. For example, a development administrator does not have access to the production workspace and cannot map the sources of imports for a production model. Source Models lets production administrators quickly remap those import sources, providing they have access to the development workspace.
    • Administrators can define exactly which models are to be used as production data import sources to manage performance issues.
    • Where there are multiple, cloned models (perhaps used for load balancing), administrators can update all the models consistently using Source Models to update production data. Model synchronization updates structural information.
    • When building, or deploying a model, administrators can rapidly redirect a model’s existing data sources — either temporarily or permanently.

    Import structure

    The source model and target model must share the same structural information: the lists provide the structure of the model and rarely change. Lists that comprise structural information are not marked as Production Data.

    Import data is contained in lists that are marked as Production Data. Import data changes as a result of end user activity and scheduled import processes, so should be checked thoroughly.

    Data objects must be common to both models. Where data objects do not map to each other, the import fails.

    Access limitations

    The administrator who is remapping the import sources must have access to both the target and source workspaces and models.

    Although administrators can see models they do not have access to, they are not be able to select them as a source or target in the mapping process. When an administrator selects the Edit Mapping button, only those workspaces and models they do have access to are displayed.

    Model mode and status

    The mode and the status of models influence whether administrators can edit import source mapping:

    • If the mode is Standard or Deployed and the status is either Online or Offline, administrators can edit both structural and production data and the Edit Mapping button is enabled.

    • If the mode is Archived or Locked, the status is not applicable. Administrators cannot edit any data and the Edit Mapping button is disabled.

    Naming import sources

    When searching for a target specified in an IDS definition, the search looks for:

    • Modules by module name

    • Lists by list name

    • Saved views by module name and saved view name (ModuleName.SavedViewName)

    Lists, Modules, and Saved Views must be named uniquely to ensure the data imports as you would expect it to.

    Saved Views are often used as sources for imports. If several share the same name, Anaplan is unable to differentiate between them and the import fails.

    If lists have the same name, but contain different data, you could import the wrong data or inadvertently overwrite data.

    Remapping import sources

    The Model Settings > Source Models grid is a centralized view of all the model-to-model import sources and their current target.

    A toolbar provides options to Edit MappingRemove Mapping, search for a workspace and model name, and Refresh the view.

    Administrators can only select one item in the Source Models grid. If multiple items are selected, the Edit Mapping and Remove Mapping buttons will be disabled.

    Because the grid is read-only, there are no keyboard shortcuts.

    If a target workspace and model is visible in the Mapped to field, both the Edit Mapping and Remove Mapping buttons are enabled. If the Mapped to field is blank, the Edit Mapping and Remove Mapping buttons are disabled until a target workspace and model is selected.

    Source Models grid

    The grid contains four columns:

    • The first column shows all the models across a site, except Archived models. They're listed by workspace in alphabetical order, then by model name in alphabetical order.

    • Sources — the Source field shows the number of Import Data Sources mapped to the selected source.

    • Imports — the Imports field records the number of Import Data Sources mapped to the selected target.

    • Mapped To (Workspace and Model Name) — the name of the target model. Where this field is blank, the model selected has either never been used as a source, or has recently been synced and the mapping information must be re-entered.

    Edit Mapping

    1. Select Model Settings > Source Models.

    2. Select a mapping from the list and click Edit Mapping.

    3. Select a workspace from the Workspace list.
      A list of models in the workspace displays.

    4. Select a model from the list and click OK.
      The workspace and model display in the Mapped to field on the Source Models grid.

    Failed imports due to remapped source model

    If you attempt an import from a renamed module, saved view, or list within a remapped source model, the import fails and an error message displays.

    To fix imports from renamed modules, saved views, or lists within a remapped source model, you can:

    • Change the name of the remapped source model back to its original name

    • Use Source Models>Edit Mapping, Data>Imports, or Actions>Import Data Sources to update the Import Data Source to include the new name for the module, saved view, or list

    Remove Mapping

    1. Select Model Settings > Source Modules.

    2. Select a mapping from the list and click Remove Mapping. A dialog will remind you to check that your users have the necessary access rights for any import processes.

    3. Click:

      • OK to remove the data source in the Mapped To field

      • Cancel to cancel the process and return to the Source Models grid