Configure the Workday Adaptive Planning Data Agent Manager

Required permissions: Integration > Data Designer
Verify you downloaded and installed the Workday Adaptive Planning Data Agent Manager.
Verify you have access to a valid Adaptive Planning username and password.
Verify your network allows
*.adaptiveplanning.com
domains, and that port 443 is open on your computer.

Navigation

teps

Launch the Workday Adaptive Planning Data Agent Manager and verify connectivity.
Configure the Workday Adaptive Planning Data Agent Manager.

Launch the Workday Adaptive Planning Data Agent Manager and Verify Connectivity

Search for and launch the Workday Adaptive Planning Data Agent Manager on your local computer.
Select
Diagnose and Configure Network
in the login prompt to open the settings and cluster URLs dialog.
Provide proxy settings if your network requires, and select
Update Proxy Settings
to save them.
Select
Test Service Internet Access
then
Test Your Internet Access
to verify your connectivity.
Select
Cluster URLs
and review the settings. By default, the Admin and Server URLs use
adaptiveplanning.com
domains.
Log in with a valid username and password to open the Workday Adaptive Planning Data Agent Manager. If your instance is Workday-enabled and you synchronized users from Workday to , you must use your Workday credentials. See Log into the Data Agent and Script Editor with Workday Credentials.
View the Service Internet Connection field to verify that Service Internet Connection status is bright green and
Healthy.

(Optional) Set Appliance Cluster Base URL

The

Diagnose and Configure

button lets you set the URL for an appliance cluster base if your runs as an appliance in a custom cluster. This button also lets you set the URLs for your server information. Contact Adaptive Planning Support before changing them.

Select
Set as Required for this Cluster
to save a change to the cluster base URL.
Select
Apply Cluster Settings
to save changes to the server information or select
Restore Defaults
to restore the default values.
Verify the Service Internet Connection field in the Data Agent Manager
Setup
tab turns green and indicates Healthy
.

Gateway URL and Geography

Gateway URL and geography fields automatically populate when you install and provision agents.

The

Switch Geography

button activates in the Cluster URLs tab if the

Recommended Actions

in the

Setup

tab indicates a gateway geography conflict.

Open a case in the Workday Customer Center before modifying Gateway and Geography settings.

Configure the Workday Adaptive Planning Data Agent Manager

Select
Service Info & Options
in the Workday Adaptive Planning Data Agent Manager.
Select
Refresh
a few times if you adjusted your network settings and you don't see the changes.
Review your settings:
Remote Access URL (Host Hint):
(Read-only) the URL uniquely identifies the gateway connecting the Workday Adaptive Planning Data Agent Manager with the Integration server.
Data Agent Service Id:
(Read-only) uniquely identifies the specific agent service. When the agent service ID appends to the remote access URL, the resulting URL gives the full URL addressing the specific Data Agent service.
Max Disk Storage per Agent (MB):
Disk storage in megabytes for storing the information extracted by each agent. Enter -1 for unlimited.
Number of Kettle Job Runners:
Number of Kettle job runners allowed on this computer, usually just 1. Best Practice: Fewer is better because more runners use more RAM.
Max Memory per Job Runner (MB):
Maximum memory in megabytes per job runner.
Max Temp Disk Size per Job Runner (MB):
Maximum temporary disk size in megabytes per job runner. Enter -1 for unlimited.
Trusted Tenants:
Tenants allowed to create new agents on this computer over the Internet without logging in to this computer. You can also select
Users from any Tenant can create Agents on this PC
(not recommended)
, but doing so does not guarantee you control access to your data.
Restrict Job Runner Access to Files:
Selected by default. Restricts access to local files directly under control of the data agent. Uncheck to access files throughout the file system.
Verbose Logging:
Select for verbose logging.
Log all Comms:
Logs entries for all database and network communication between the Workday Adaptive Planning Data Agent Manager and the agents.
Scrub Non-printing characters:
Removes or transforms illegal XML characters and unwanted characters from input text streams. Requires a
scrubbingRules.txt
file for removing additional characters you do not want. See the next section,
Remove Specified Characters from Input Text Streams in JDBC and Microsoft Dynamics GP
, for details.
Troubleshoot any connection problems by selecting
Show Data Agent Service Log
to display the log files.
Select
Apply Data Agent Service Settings
to apply changes.
Continue with Create a Data Agent.

Remove Specified Characters from Input Text Streams in JDBC and Microsoft Dynamics GP

When a Data Agent loads data via a JDBC data source or Microsoft Dynamics GP data source, the data writes to the local hard disk as XML. This XML may contain control characters:

TAB (0x9)
New Line (0xA)
Carriage Return (0xD)
Other non-printing characters

Data Agents stream data into these XML files without encoding. If control characters outside of the XML character range stream in, errors show up. You can remove or transform illegal XML and other unwanted characters from input text streams by using a

scrubbingRules.txt

file.

Create a text file named
scrubbingRules.txt
in
C:\Program Files\Workday Adaptive Planning Data Agent.
For data agent versions 7.1.44 and older use
C:\Program Files\Adaptive Data Agent
List the characters you want removed or transformed in the
scrubbingRules.txt
file.
Each line must contain the old character and the new value separated by "=".
Leave the new value empty if you to remove the character. Each character must be represented by its Unicode value.
Lines starting with a # get treated as a comment.
Example
scrubbingRules.txt
file content:
#Tab, New Line and CR

0009=

000A=

000D=

#|=_

007C=005F
Launch the Workday Adaptive Planning Data Agent Manager.
Select the
Service Info & Options
tab and select
Scrub Non-printing Characters
.
Select
Apply Data Agent Service Settings
.
If you select
Scrub Non-printing Characters
, all illegal XML characters disappear from the input data, even if those characters don't appear in your
scrubbingRules.txt
file.
Restart the Data Agent windows service.

Scrub Non-printing Characters

does not affect Scripted Data Sources. Use scripting to remove or transform characters as needed.

Locate Logs for Troubleshooting Data Agent Issues