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The Connection Wizard provides a way to set defaults for, or change your Planning and Consolidation connection settings.

Features

Use the Connection Wizard in the following scenarios:

  • The first time you log on to the system, so you can establish default connection settings

  • When you want to log on to the system with a different user ID and password than your default credentials or the ID and password you supplied the last time you logged on

  • When you want to connect to a different server than your default server or the last server you logged on to

  • When a new application set has been added, and you want to access it

You must know the following information to use the connection wizard:

  • Server name or IP address

  • Domain name, if your system requires it

    Note Note

    If you do not use the Sarbanes-Oxley options, you can select My Windows User ID is the same as above if you are logging on to a multiserver environment, and your Planning and Consolidation credentials are the same as your network credentials.

    End of the note.

  • Your ID and password

  • Name of the application set you want to log on to or set as your default

  • If an alternate service provider has been installed on the server, you can select the service provider through which to connect.

Activities

To log on to Planning and Consolidation for Office using the Connection Wizard, select the Connection Wizard button from the Login window.