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Administrator Guide
Last Updated: 2023-06-23
Steps: Update Workday Data Source, Credential, and External System After Tenant Refreshes

Steps: Update Workday Data Source, Credential, and External System After Tenant Refreshes

Security:
  • Data Designer
     and
    Integration Operator
     permissions in Adaptive Planning.
  • Security Administration
     domain in the System functional area in Workday.
As a Workday security administrator, you completed all setup to use Workday HCM or Financials with Workday Adaptive Planning. After you refreshed your Workday tenant and Adaptive Planning instance, you encountered issues with some some functionalities and need to update your existing Workday credential. To update, authenticate your specific Workday tenant and integration system user (ISU) with your existing Workday data source in your Adaptive Planning instance.
These updates enable you to continue to use these functionalities after your refresh:
  • Import HCM and Financials data and metadata into Adaptive Planning.
  • Drill into HCM and Financials business objects and actuals.
  • Publish plans. To publish plans, you also need to complete additional setup on the
    Tenant Setup
     report.
  1. In Adaptive Planning, navigate to
    Design Integrations
     in Integration.
  2. Access the
    Credentials
     section in the
    Component Library
    .
  3. Select your existing Workday credential.
  4. In the
    Actions
     pane, click
    View Certificate
    .
  5. Copy the certificate.
  6. In Workday, access the
    View API Clients
     task.
  7. Click your Adaptive Planning API client.
  8. From the related actions menu of your x509 certificate, select
    x509 Public Key
    Edit
    .
  9. Replace the text in the
    Certificate
     text box with the certificate you copied from your Workday data source in Adaptive Planning.
  10. Click
    OK
    .
  11. Copy the Client ID from your Adaptive Planning API client.
  12. In Adaptive Planning, navigate to
    Design Integrations
     in Integration.
  13. Access the
    Credentials
     section in the
    Component Library
    .
  14. Select your existing Workday credential.
  15. Replace the Client ID with the client ID you copied from your Adaptive Planning API client in Workday.
  16. In the
    Actions
     pane, click
    Save
    .
  17. (Optional) We recommend that you select
    Test Connection
     in the
    Actions
     pane to validate your Workday data source configurations.
  18. Access the
    External Systems
     section in the
    Component Library
    .
  19. Select your existing Workday external system.
  20. On the
    External System Settings
     tab, review these fields to ensure that they contain the correct credential and Workday tenant URL:
    • Credentials:
    • Drill in URL:
  21. (Optional) We recommend that you review and update all of the external system tabs.