Connect to Planning Server for data integration
Before you can begin the tasks that are described in Step 2: Synchronizing the staging database and Step 5: Loading data from staging to application database, you must specify the computer that is running Planning Server and that will act as the source for the model, dimension, form, report, and workflow metadata.
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A single instance of Planning Business Modeler can connect to only one computer that is running Planning Server. |
To conect Planning Business Modeler to PerformancePoint Planning Server
On the File menu, click Connect. The Connect dialog box is displayed.
In the Select a server text box, enter the path and name of the Planning Server computer to which you want to connect.
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To connect to a Planning Server computer to which you successfully connected previously, in the Select a server drop-down list, select the appropriate server from the list. (Only the last ten unique Planning Server servers are displayed.)
Click Connect.
In the Select an application drop-down list, select an application.
In the Select a model site drop-down list, select the model site that you want to open.
Optional. Select the Connect automatically using these settings check box.
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If you select this check box, when you open future sessions of Planning Business Modeler, you will automatically be connected to the server, application, and model site that you specify. To connect to a different server, application, or model site, you must open the Connect dialog box and specify a different connection.
Click OK.