Skip to main content
Adaptive Planning
Back Up and Restore Data Agents

Back Up and Restore Data Agents

After setting up agents, configure the Workday Adaptive Planning Data Agent Manager to back them up.

Prerequisites

  • Permissions Required: Integration > Data Designer
  • Verify you have administrative rights on the computer
  • Obtain the username and password for an
    Adaptive Planning
    user on your instance.
  • Launch the Workday Adaptive Planning Data Agent Manager.
  • Enter the
    Adaptive Planning
    username and password.

Back Up Data Agents

You can back up all data agents at once or individual data agents one at a time.
Back Up All Agents at Once
  1. Select the
    Backup/Unprovision
    tab in the Workday Adaptive Planning Data Agent Manager.
  2. Select
    Backup Destination Folder
    for a directory selection dialog, or type a path in the field. Select
    Clear
    to remove the directory path and start over.
  3. Select
    Full Backup Now
    . The Workday Adaptive Planning Data Agent Manager backs up all data agents and associated information to the backup folder.
Back Up Individual Data Agents
  1. Select the
    Backup/Unprovision
    tab in the Workday Adaptive Planning Data Agent Manager.
  2. Select a data agent from the
    Select Active Agent
    drop-down.
  3. Select
    Backup Now
    . The Workday Adaptive Planning Data Agent Manager backs up the specified data agent and associated information to the backup folder.

Restore Data Agents

You can restore all data agents at once or restore individual data agents.
Restore All Data Agents at Once
  1. Select the
    Backup/Unprovision
    tab in the Workday Adaptive Planning Data Agent Manager.
  2. Select
    Full Restore Source Folder
    for a directory selection dialog. Select the directory you want to restore from.
  3. Enter the backup password used when the backup was made. You can also select
    Get Backup Password
    to retrieve an encrypted version of the password corresponding to the backup password from the
    Adaptive Planning
    Integration server.
    The backup password functions as an encryption key for your backups. This password gets stored in the Integration server for each of your locally created backups.
  4. Select
    Full Restore Now
    . TheWorkday Adaptive Planning Data Agent Manager restores all data agents and associated information to the specified restore folder.
Restore Individual Data Agents
  1. Select the
    Backup/Unprovision
    tab in the Workday Adaptive Planning Data Agent Manager.
  2. Select
    Select Agent Backup to Restore From
    for a directory selection dialog box. Select the backup file you want to restore from.
  3. Enter the backup password used when the backup was made.
  4. Select
    Restore Now
    . The Workday Adaptive Planning Data Agent Manager restores the specified data agent and associated information.

Data Residency Requirements and Domain Access

The Data Agent must be able to communicate with all
Adaptive Planning
servers at the domain name *.adaptiveplanning.com on port 443 (the encrypted SSL port). If your organization's internal network includes a firewall and / or http proxy then your firewall / http proxy configuration must allow the Agent service's user account access to
Adaptive Planning
servers.
Allowing all *.adaptiveplanning.com domains on port 443 is a requirement to ensure that data originating in Europe, Australia and Canada is contained completely on servers within those geographies. Traffic balancing and data sovereignty modifications cannot be performed without allowing all *.adaptiveplanning.com connections on port 443.
One machine running the agent service cannot serve tenants in multiple geographies.