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Administrator Guide
Last Updated: 2023-06-23
Troubleshooting: User Sync with Adaptive Planning

Troubleshooting: User Sync with Adaptive Planning

Administrators can’t configure Single Sign-On access to Adaptive Planning.

Administrators don't have access to these security domains in the System functional area, which secure the
Adaptive Planning
 section within the
Tenant Setup
 report:
  • Set Up: Tenant Setup - Adaptive Planning
  • Set Up: Tenant Setup - General
    Security: These domains in the System functional area:
    • Security Activation
    • Security Configuration
  1. Access the
    Domain Security Policies for Functional Area
     report.
  2. Select
    System
     from the
    Functional Area
     prompt.
  3. Select
    Domain Security Policy
    Enable
     from the
    Set Up: Tenant Setup - Adaptive Planning
     domain.
  4. Select
    Domain Security Policy
    Enable
     from the
    Set Up: Tenant Setup - General
     domain.
  5. Select
    Edit Permissions
     for each security domain.
  6. Add a security group with View and Modify permissions.
  7. Activate Pending Security Policy Changes.

Administrators can’t access the User Sync tab within the Tenant Setup report.

Administrators don't have access to the
Adaptive Planning Integration
 domain in the System functional area, which secures the
User Sync
 tab within the
Tenant Setup
 report.
    Security: These domains in the System functional area:
    • Security Activation
    • Security Configuration
  1. Access the
    Domain Security Policies for Functional Area
     report.
  2. Select
    System
     from the
    Functional Area
     prompt.
  3. Select
    Domain Security Policy
    Enable
     from the related actions menu of the
    Adaptive Planning Integration
     domain.
  4. Select
    Edit Permissions
     on the domain.
  5. Add a security group with View and Modify permissions.
  6. Activate Pending Security Policy Changes.

Workday doesn’t presync or sync certain users.

Cause
Solution
A user doesn't have a public email in Workday.
Security: These domains in the Personal Data functional area:
  • Person Data: Personal Photo
  • Self-Service: Personal Photo
  1. View the profile of the unsynced user.
  2. Select
    Edit
    Change Work Contact Information
     on the contact information.
  3. Select
    Add
     from the
    Email
     section.
  4. Enter the email for the user.
  5. Select
    Public
     from the
    Visibility
     prompt.
A user isn't a member of the Adaptive Planner security group that you created.
Security: These domains in the System functional area:
  • Security Activation
  • Security Configuration
  1. Access the
    View Security Group
     report.
  2. Select the Adaptive Planner security group from the
    Security Group
     prompt.
  3. From the related actions menu on the security group, select
    User-Based Security Groups
    Assign Users
    .
  4. Select the unsynced users from the
    System Users
     prompt.
A user doesn't have access to the
Access Adaptive Planning
 domain.
Security: These domains in the System functional area:
  • Security Activation
  • Security Configuration
  1. Access the
    Maintain Permissions for Security Group
     task.
  2. Select
    Maintain
     on the
    Operation
     field.
  3. Select the Adaptive Planner security group that you created from the
    Source Security Group
     prompt.
  4. Add a row for the domain.
  5. Select
    View and Modify
     from the
    View/Modify Access
     prompt.
  6. Select
    Access Adaptive Planning
     from the
    Domain Security Policy
     prompt.
  7. Activate Pending Security Policy Changes.
A user has an inactive account.
Make sure you determine why an account is inactive before you activate the account. An account is inactive when it's disabled, expired, or locked.
If it's disabled:
Configure the
Edit Workday Account
 business process and security policy in the System functional area.
  1. Access the
    Edit Workday Account
     task.
  2. Clear the
    Account Disabled
     check box.
If it's expired:
Configure the
Edit Workday Account
 business process and security policy in the System functional area.
  1. Access the
    Edit Workday Account
     task.
  2. Clear the
    Account Expiration Date
     field.
If it's locked:
Security:
Lock Out Workday Accounts
 domain in the System functional area.
  1. Access the
    Manage Workday Accounts
     task.
  2. Select the account from the
    Include Selected Workday Accounts
     prompt.
A user shares the same email as another user in Adaptive Planning.
Once you sync at least 1 user, contact Support to help you modify account information in Adaptive Planning.
  1. From the
    All Users
     page in Adaptive Planning, click
    Edit
     for the unsynced user.
  2. Change the email on the
    Username
     field when you select
    Use username as email
    .
  3. Change the email on the
    Email
     field when you select the text box.
A user specifies their username as their email in Adaptive Planning.
Once you sync at least 1 user, contact Support to help you modify account information in Adaptive Planning.
  1. From the
    All Users
     page in Adaptive Planning, click
    Edit
     for the unsynced user.
  2. Enter an email on the
    Email
     field when you select the text box.

Workday and Adaptive Planning users are out of sync.

You refresh either only the Workday tenant or the Adaptive Planning instance.
    Security
    • These domains in the System functional area:
      • Security Administration
      • Security Activation
      • Security Configuration
      • Set Up: Tenant Setup - Adaptive Planing
      • Set Up: Tenant Setup - General
      • Adaptive Planning Integration
    You should only perform these steps after a major tenant or instance lifecycle even, such as a tenant or instance clone. These steps aren't for day-to-day operation in your Production tenant.
  1. Access the
    Reset User Sync Mapping with Adaptive Planning
     task.
  2. Select
    Confirm
     and click
    Reset User Sync Mapping
    .
  3. Access the
    Tenant Setup
     report.
  4. Select
    Adaptive Planning
    User Sync
     tab.
  5. Click
    Pre-Sync
     to send user accounts from Adaptive Planning to Workday.
  6. Click
    Sync
     to send the Workday ID for each user account from Workday to Adaptive Planning.