Steps: Set Up Adaptive Planning Tenants After Refreshes
- Contact Adaptive Planning Support to update the Workday tenant connection in your Adaptive Planning instance in your target environment. Example: Update your core Workday implementation tenant that you connected to your Adaptive sandbox instance.
- Configure your Workday credential and Workday data source in Design Integrations in either your source or target environment, or both.
- If you use user sync, you successfully synced your first nonadministrator user in either your source or target environment, or both.
- Security:
- Set Up: Tenant Setup - Adaptive Planningdomain in the System functional area.
- Set Up: Tenant Setup - Generaldomain in the System functional area.
Open a Salesforce ticket to refresh your Workday tenant on demand. Contact your Adaptive Planning Support to refresh your Adaptive Planning instance.
We currently support these tenant refresh scenarios:
- You refresh both the Workday tenant and Adaptive Planning instance on demand.
- The Workday tenant refreshes automatically and you refresh the Adaptive Planning instance on demand.
- Most of your setup from the Adaptive Planning tenant configuration.
- Tasks in Design Integrations.
- Set up your OfficeConnect client again.
- Recreate or update the clients for these functionalities:
- Workday credentials in Integrations, which use the JWT bearer client grant type.
- Reports.
- Publish plans.
- Drill into business objects and actuals.
- Refresh your notifications setup.
- In your Workday tenant, access theAdaptive Planningtab on theTenant Setupreport.
- ClickRefresh User Sign-Onon theUser Sign-Ontab and run the task.
- (Optional) If you use user sync, Workday automatically syncs your users every 4 hours. To immediately update your synced users, use theUser Synctab.
- If you use headcount planning, reconfigure your tenant for headcount planning.