Concept: Refreshes with Mixed Connections Between Tenants
To connect Workday Financials or HCM with Workday Adaptive Planning, you must establish that
connection in both your Workday tenant and Adaptive Planning instance. Depending on
where you are in your implementation and testing, you might not have established that
connection in all of your tenants and instances when you need to refresh.
In most scenarios, we refresh from a production environment to a nonproduction tenant type.
Your refresh steps differ depending on whether you only established the connection in
either the source or target of your refresh.
We currently support refreshes for these scenarios when you don't establish the connection in
either your source or target:
- You connected your Workday production tenant to your Adaptive Planning production instance. You didn't connect your Workday sandbox, implementation, or preview tenant to the corresponding Adaptive Planning instance.
- You didn't set up connections for your Workday production tenant or Adaptive Planning production instance. You connected your Workday sandbox, implementation, or preview tenant to the corresponding Adaptive Planning instance.
To refresh, consider:
Source (Production) | Destination (Nonproduction) | Steps for Refresh |
|---|---|---|
Established the connection. | Didn't establish the connection. | Contact your Customer Success Manager and ask them to disable the Workday
connection in your Adaptive Planning instance. |
Didn't establish the connection. | Established the connection. | After both refreshes occur, reconfigure your entire setup from scratch in your
destination. See Steps: Configure Adaptive Planning for HCM and Financials. |