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Connect to your Data Sources

The connection between your data source and AnglesProf requires a few set up steps to complete successfully. Once the configuration and connection is complete, you can begin adding users, assigning licenses, and making visuals, dashboards, and business views.

Data Source Prerequisites

  • NetSuite: Your connection to AnglesProf is made through Cloud Connector. Your data is replicated and available a few days after the initial connection is made. Your admin is notified by email that the connection is provisioned and ready, and you can begin using AnglesProf after you've set up your users.
  • Deltek (hosted): Your connection to AnglesProf is made through Cloud Connector. Your data is available after the initial connection is made. Your admin is notified by email that the connection is provisioned and ready, and you can begin using AnglesProf after you've set up your users.
  • Deltek (on-premise): Your company will need to enable the HDP connector for Deltek, and your connection is made through that connector. Your data is available after the initial connection is made. Your admin is notified by email that the connection is provisioned and ready, and you can begin using AnglesProf after you've set up your users.

Make Your Initial Data Connection

Connect to AnglesProf by following the link in your provisioning welcome email. To meet SOX compliance requirements, this step should be completed by an appropriate SME on your staff.

  1. Select the link in your provisioning email. AnglesProf displays the region selection work area, with the regions available for your organization.

    Important: You must select the correct region for your organization. You cannot change this selection after it has been made.

  2. Select a region, then select Save to commit your changes. AnglesProf displays a confirmation message. Select Yes to accept your selection. AnglesProf displays a brief success message, and you are returned to the home page.
  3. Select Manage Connections page to create a connection to your ERP.
  4. Select Create Connection. When prompted, enter the appropriate connection information for access to your ERP.
  5. Select Save to commit your changes and make the connection. AnglesProf loads the pre-built content using your data.
  6. Access dashboards, visuals, or business views to make sure your data is read.

After you have made sure you connection is working, proceed with adding users and assigning licenses to that user.

Published:

Connect to your Data Sources

The connection between your data source and AnglesProf requires a few set up steps to complete successfully. Once the configuration and connection is complete, you can begin adding users, assigning licenses, and making visuals, dashboards, and business views.

Data Source Prerequisites

  • NetSuite: Your connection to AnglesProf is made through Cloud Connector. Your data is replicated and available a few days after the initial connection is made. Your admin is notified by email that the connection is provisioned and ready, and you can begin using AnglesProf after you've set up your users.
  • Deltek (hosted): Your connection to AnglesProf is made through Cloud Connector. Your data is available after the initial connection is made. Your admin is notified by email that the connection is provisioned and ready, and you can begin using AnglesProf after you've set up your users.
  • Deltek (on-premise): Your company will need to enable the HDP connector for Deltek, and your connection is made through that connector. Your data is available after the initial connection is made. Your admin is notified by email that the connection is provisioned and ready, and you can begin using AnglesProf after you've set up your users.

Make Your Initial Data Connection

Connect to AnglesProf by following the link in your provisioning welcome email. To meet SOX compliance requirements, this step should be completed by an appropriate SME on your staff.

  1. Select the link in your provisioning email. AnglesProf displays the region selection work area, with the regions available for your organization.

    Important: You must select the correct region for your organization. You cannot change this selection after it has been made.

  2. Select a region, then select Save to commit your changes. AnglesProf displays a confirmation message. Select Yes to accept your selection. AnglesProf displays a brief success message, and you are returned to the home page.
  3. Select Manage Connections page to create a connection to your ERP.
  4. Select Create Connection. When prompted, enter the appropriate connection information for access to your ERP.
  5. Select Save to commit your changes and make the connection. AnglesProf loads the pre-built content using your data.
  6. Access dashboards, visuals, or business views to make sure your data is read.

After you have made sure you connection is working, proceed with adding users and assigning licenses to that user.

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