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Dokumentation
Dokumentation
Adaptive Planning
Configure the Workday Adaptive Planning Data Agent Manager

Configure the Workday Adaptive Planning Data Agent Manager

  • Verify you downloaded and installed the Workday Adaptive Planning Data Agent Manager. See Install the Workday Adaptive Planning Data Agent Manager.
  • Verify you have access to a valid Adaptive Planning username and password.
  • Verify your network allows
    *.adaptiveplanning.com
     domains, and that port 443 is open on your computer.
  • Security:
    Data Designer
     permission.
After you install the Workday Adaptive Planning Data Agent Manager on your PC, you must launch and configure it.
  1. Search for and launch the Workday Adaptive Planning Data Agent Manager on your local computer.
  2. Select
    Diagnose and Configure Network
     in the login prompt to open the settings and cluster URLs dialog.
  3. Provide proxy settings if your network requires, and select
    Update Proxy Settings
     to save them.
  4. Select
    Test Service Internet Access
     then
    Test Your Internet Access
     to verify your connectivity.
  5. Select
    Cluster URLs
     and review the settings.
    By default, the Admin and Server URLs use Adaptive Planning
    adaptiveplanning.com
     domains.
  6. Log in with a valid Adaptive Planning username and password to open the Workday Adaptive Planning Data Agent Manager.
    If your instance is Workday-enabled and you synchronized users from Workday to Adaptive Planning, you must use your Workday credentials. See Log In to the Data Agent and Script Editor with Workday Credentials.
  7. View the Service Internet Connection field to verify that Service Internet Connection status is bright green and
    Healthy.
    From the Data Agent Manager
    Setup
     tab, select
    Refresh
     to reestablish the connection to your selected server. You can also select
    Diagnose and Configure Network
     to adjust network settings.
    The computer running the Workday Adaptive Planning Data Agent Manager should be able to access .adaptiveplanning.com using port 443.
  8. (Optional) Set the Appliance Cluster Base URL.
    The
    Diagnose and Configure
     button lets you set the URL for an appliance cluster base if your Adaptive Planning runs as an appliance in a custom cluster. This button also lets you set the URLs for your Adaptive Planning server information. Contact Adaptive Planning Support before changing them.
    1. Select
      Set as Required for this Cluster
       to save a change to the cluster base URL.
    2. Select
      Apply Cluster Settings
       to save changes to the Adaptive Planning server information or select
      Restore Defaults
       to restore the default values.
    3. Verify the Service Internet Connection field in the Data Agent Manager
      Setup
       tab turns green and indicates
      Healthy.
  9. To modify the Gateway and Geography settings, open a case in the Workday Customer Center first.
    Gateway URL and geography fields automatically populate when you install and provision agents. The
    Switch Geography
     button activates in the
    Cluster URLs
     tab if the Recommended Actions in the
    Setup
     tab indicates a gateway geography conflict.
  10. After you establish the network connection, select
    Service Info & Options
     in the Workday Adaptive Planning Data Agent Manager.
  11. Select
    Refresh
     a few times if you adjusted your network settings and you don't see the changes.
  12. Review your settings:
    Option Bezeichnung
    Remote Access URL (Host Hint)
    (Read-only) the URL uniquely identifies the gateway connecting the Workday Adaptive Planning Data Agent Manager with the Integration server.
    Data Agent Service Id
    (Read-only) uniquely identifies the specific agent service. When the agent service ID appends to the remote access URL, the resulting URL gives the full URL addressing the specific Data Agent service.
    Max Disk Storage per Agent (MB)
    Disk storage in megabytes for storing the information extracted by each agent. Enter -1 for unlimited.
    Number of Kettle Job Runners
    Number of Kettle job runners allowed on this computer, usually just 1. Best Practice: Fewer is better because more runners use more RAM.
    Max Memory per Job Runner (MB)
    Maximum memory in megabytes per job runner.
    Max Temp Disk Size per Job Runner (MB)
    Maximum temporary disk size in megabytes per job runner. Enter -1 for unlimited.
    Trusted Tenants
    Tenants allowed to create new agents on this computer over the Internet without logging in to this computer. You can also select
    Users from any Tenant can create Agents on this PC (not recommended)
    , but doing so does not guarantee you control access to your data.
    Restrict Job Runner Access to Files
    Selected by default. Restricts access to local files directly under control of the data agent. Uncheck to access files throughout the file system.
    Verbose Logging
    Select for verbose logging.
    Log all Comms
    Logs entries for all database and network communication between the Workday Adaptive Planning Data Agent Manager and the agents.
    Scrub Non-printing characters
    Removes or transforms illegal XML characters and unwanted characters from input text streams. Requires a
    scrubbingRules.txt
     file for removing additional characters you do not want.
  13. Troubleshoot any connection problems by selecting
    Show Data Agent Service Log
     to display the log files.
  14. Select
    Apply Data Agent Service Settings
     to apply changes.
  15. (Optional) Create a
    scrubbingRules.txt
     file to remove specified characters from input text streams in JDBC and Microsoft Dynamics GP.
    When a Data Agent loads data via a JDBC data source or Microsoft Dynamics GP data source, the data writes to the local hard disk as XML. This XML may contain control characters:
    • TAB (0x9)
    • New Line (0xA)
    • Carriage Return (0xD)
    • Other non-printing characters
    Data Agents stream data into these XML files without encoding. If control characters outside of the XML character range stream in, errors show up. You can remove or transform illegal XML and other unwanted characters from input text streams by using a
    scrubbingRules.txt
     file.
    1. Create a text file named
      scrubbingRules.txt
       in
      C:\Program Files\Workday Adaptive Planning Data Agent.
      For data agent versions 7.1.44 and older use
      C:\Program Files\Adaptive Data Agent
    2. List the characters you want removed or transformed in the
      scrubbingRules.txt
       file.
      • Each line must contain the old character and the new value separated by "=".
      • Leave the new value empty if you to remove the character. Each character must be represented by its Unicode value.
      • Lines starting with a # get treated as a comment.
      Example
      scrubbingRules.txt
       file content: 
      
#Tab, New Line and CR

0009=

000A=

000D=

#|=_

007C=005F
    3. Launch the Workday Adaptive Planning Data Agent Manager.
    4. Select the
      Service Info & Options
       tab and select
      Scrub Non-printing Characters
      .
    5. Select
      Apply Data Agent Service Settings
      .
      If you select
      Scrub Non-printing Characters
      , all illegal XML characters disappear from the input data, even if those characters don't appear in your
      scrubbingRules.txt
       file.
    6. Restart the Data Agent windows service.
    Scrub Non-printing Characters
     doesn't affect scripted data sources. Use scripting to remove or transform characters as needed. SeeSteps: Set Up Scripted Data Sources.
Locate logs for troubleshooting data agent issues:
  • C:Windows\System32\config\systemprofile\AppData\Local\Adaptive AgentService\Agents\<agentId>\Logs\AgentLog.txt
  • C:Windows\System32\config\systemprofile\AppData\Local\AdaptiveDaemon\DaemonLog.txt
Create data agents.