When a workspace administrator sets up a file import in a model, they can choose to keep the source file private, or to share it with other users. You can set an import to be shared with either Everyone or only Administrators.
The source file is stored as an import data source, to enable the import to be run again with the same file.
Note: If the import data source is another model, the import is not set as private or shared. Your ability to run the import is determined by access constraints, whether you're a workspace administrator, and the type of data you want to import.
Private and shared sources
In the File Options dialog, you can select who to share a file with from the Share with dropdown. Choose:
- Just me (keep private) to save the source as private.
This is selected by default. - Administrators to share the source with workspace administrators.
- Everyone to share the source with everyone in the tenant.
For private sources, only the user who uploaded the file can use the source.
For sources shared with everyone, any user with access to the import can run the import:
- With the Anaplan API.
- From a dashboard.
- From a card in the User Experience.
Workspace administrators can run the import again without uploading a source from the Actions pane.
With the exception of imports to Versions and Users, or imports from the Actions pane, you must upload a source file when you run a shared import.
Note: Only workspace administrators can run imports to Versions or Users, even if you set the file to share with Everyone. Workspace administrators do not need to upload a file to run imports to Versions or Users from a dashboard or action card.
Additional private sources
Any user who runs a shared import from a dashboard or an action card must upload a source file in the first instance. The additional source is stored privately, along with the shared source, in the import data source. This means that if that user runs the import again, the action imports from their private source.
You can also run imports you have access to by API. If the import data source is shared, you can upload an additional source file. This is stored with the shared file in the import data source.
These additional sources are private. Other users who run the import either use the shared file or upload their own.
Private source expiration
Private sources are removed if not accessed at least once every 48 hours. This applies both to private imports workspace administrators create in a model and additional private sources users upload for a shared import.
If a private source that's saved with a shared import data source expires, you can still run the action. The import action uses the shared source instead.
Change the privacy level
You can switch the privacy level of a shared import between Administrators and Everyone.
If you upload a shared file with the same name to the same target, this replaces the original file. You can set the privacy level when you replace a source file to any of the three levels.
Warning: When you change the privacy level of an import or replace a shared import source, any private sources saved for that import data source are removed. If other users run the import action, it uses the new file.
Access summary table
A summary of who can access private and shared import sources:
Privacy level | The user who uploaded the file | Other workspace administrators | Other non-workspace administrators |
Private | Yes (unless the file expires) | No | No |
Administrators | Yes | Yes | No |
Everyone | Yes | Yes | Yes, but only with the Anaplan API |