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Adaptive Planning
Configure User Provisioning for Adaptive Planning

Configure User Provisioning for Adaptive Planning

  • Enable Workday SSO. If you have existing connectors with Workday in place, Workday SSO is likely also enabled.
  • Security: These domains in the System functional area:
    • Set Up: User Provisioning
    • Manage: Workday Adaptive Planning User Provisioning
    • Report: User Provisioning Status
The User Provisioning Workspace (UPW) enables you to authenticate, provision, and sync users to Workday Adaptive Planning. Workday recommends using roles like security administrator to set up the UPW, while account managers can configure supported products and view error reports.
When configuring access to UPW, Workday recommends that you create user-based security groups. If you use role-based security groups, you can expect up to an hour delay for security group membership changes to reflect in Adaptive Planning. User-based security group changes reflect in near real-time.
  1. In Workday, create a user-based security group. You can use an existing group for this task.
    See dan1370796695367.
  2. Edit the security policy permissions for the security group. In the
    Report/Task Permissions
     section, provide the security group with
    View
    and
    Modify
    access. See dan1370797389950.
  3. Access the
    Activate All Pending Authentication Policy Changes
    task. Add a required comment on the page and click
    Okay
    .
  4. Configure User Provisioning Workspace (UPW) to access the workspace. See Set Up Access to User Provisioning.
  5. In UPW, create provisioning groups, populate them with security groups, and associate these provisioning groups with Adaptive Planning instances in the User Provisioning Workspace. See Create User Provisioning Groups.
  6. Run the
    Preview Report
     to identify any issues in the provisioning process:
    • Users in the
      Users Not in Provisioning Group
       have accounts in Adaptive Planning but their user IDs aren't synced with Workday. To resolve this issue, add the security groups of these users to the UPW.
    • Review the
      Error Type
       column to see if an error is a system or data error. Address all data errors. System errors self-correct in a few hours.
    • If you receive the "Invalid resource: Username is required" error, then the user's primary work email hasn't been set up in Workday.
  7. To sync users:
    1. Navigate to an Adaptive Planning instance and click
      Configure
      .
    2. Click
      Preview and Enable Sync
      .
    3. Select
      I understand that enabling sync may have irreversible impacts
      .
    4. Click
      Enable Sync
      .
  8. Validate that users are synced into Adaptive Planning:
    1. In Adaptive Planning, from the main menu, select
      Administration
      .
    2. Under
      Users and Permissions
      , click the
      Users
      link.
    3. On the users list page, check the
      Last Sync Time
       column.
  9. To make UAM aware of UPA users, access the
    Maintain UAM User Integration
     task and add all the security groups used in User Provisioning Workspace (UPW). If you have Adaptive Planning multi-instances, repeat this step for each instance.