Surviving the refresh calendar
Preview tenants refresh weekly, sandboxes on their own calendar. Each refresh can reset the integration account, wipe the schedules, and move the endpoint. A pipeline that does not expect it fails silently, until someone asks a day later where the data went.
◆ The refresh calendar is a standing hazardthe tenant you extract from is periodically overwritten.
Non-production tenants are refreshed from production on a calendar: preview weekly, sandboxes on their own cadence, cadence practitioner-observed. A refresh copies production over the tenant, and the copy does not preserve the pieces an extraction depends on. The integration account, its credentials, the scheduled jobs, and the endpoint can all change or reset in the copy.
A pipeline that treats its tenant as stable breaks on the refresh and fails quietly: the account is disabled, the run does nothing, and the first sign is a stale warehouse a day later. The refresh is predictable; the outage does not have to be.
◆ What a refresh breaksfive things an extraction leans on, each reset.
| What resets | The consequence for extraction |
|---|---|
| The integration account | Disabled or reverted to the production copy’s state; the run authenticates as a user that no longer has access. See integration security. |
| Credentials and tokens | Passwords and authorization tokens invalidated; the connection is refused until they are re-established. |
| Scheduled integrations | Wiped, paused, or duplicated from the production copy, so jobs stop firing or fire twice, practitioner-reported. |
| The endpoint | The tenant URL or alias can change with the refresh; requests hit the wrong tenant or nothing. |
| The data | Reset to the production snapshot, so any test data and any in-flight extract state is gone. |
◆ Surviving the refreshtreat it as a known event, gate the run on health.
The owned pipeline expects the calendar. It health-checks the connection before each run, a trivial authenticated call, and gates the extraction on the result: pass and proceed, fail and alert instead of running blind. When a refresh has reset the account, the check catches it in seconds, and re-establishing credentials and re-registering the schedule becomes a runbook step, not an investigation.
-- the pre-run gate: prove the account can still read before extracting -- 1. authenticated health call returns the current worker count -- 2. if it errors or returns zero, halt and alert, do not run the load -- 3. on a known refresh date, re-establish credentials first, then check SELECT CASE WHEN health.worker_count > 0 THEN 'proceed' ELSE 'halt: refresh?' END FROM integration_health_check health
Paired with the completeness check on the integration security page, the pipeline fails loudly at the door instead of landing an empty extract. The refresh calendar becomes one more input the pipeline knows, and the day-after stale warehouse stops happening.
- tenant
- A Workday environment: production, or a non-production copy like preview or sandbox.
- refresh
- Copying production over a non-production tenant on a schedule.
- preview
- The non-production tenant refreshed weekly for testing.
- sandbox
- A non-production tenant refreshed on its own periodic calendar.
- ISU
- Integration system user, the service account an extraction runs as.
- endpoint
- The tenant URL the extraction connects to, which a refresh can change.
- health check
- A quick authenticated call proving the account can still read.
- runbook
- The documented steps to re-establish the pipeline after a known event.