Access Live Paylocity Data in AWS Lambda (with IntelliJ IDEA)

AWS Lambda is a compute service that lets you build applications that respond quickly to new information and events. AWS Lambda functions can work with live Paylocity data when paired with the CData JDBC Driver for Paylocity. This article describes how to connect to and query Paylocity data from an AWS Lambda function built with Maven in IntelliJ.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Paylocity data. When you issue complex SQL queries to Paylocity, the driver pushes supported SQL operations, like filters and aggregations, directly to Paylocity and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). In addition, its built-in dynamic metadata querying allows you to work with and analyze Paylocity data using native data types.

Step 1: Gather connection properties and build a connection string

Download the CData JDBC Driver for Paylocity installer, unzip the package, and run the JAR file to install the driver. Then gather the required connection properties.

Set the following to establish a connection to Paylocity:

• RSAPublicKey: Set this to the RSA Key associated with your Paylocity, if the RSA Encryption is enabled in the Paylocity account.

  This property is required for executing Insert and Update statements, and it is not required if the feature is disabled.

• UseSandbox: Set to true if you are using sandbox account.
• CustomFieldsCategory: Set this to the Customfields category. This is required when IncludeCustomFields is set to true. The default value for this property is PayrollAndHR.
• Key: The AES symmetric key(base 64 encoded) encrypted with the Paylocity Public Key. It is the key used to encrypt the content.

  Paylocity will decrypt the AES key using RSA decryption.
  It is an optional property if the IV value not provided, The driver will generate a key internally.

• IV: The AES IV (base 64 encoded) used when encrypting the content. It is an optional property if the Key value not provided, The driver will generate an IV internally.

Connect Using OAuth Authentication

You must use OAuth to authenticate with Paylocity. OAuth requires the authenticating user to interact with Paylocity using the browser. For more information, refer to the OAuth section in the Help documentation.

The Pay Entry API

The Pay Entry API is completely separate from the rest of the Paylocity API. It uses a separate Client ID and Secret, and must be explicitly requested from Paylocity for access to be granted for an account. The Pay Entry API allows you to automatically submit payroll information for individual employees, and little else. Due to the extremely limited nature of what is offered by the Pay Entry API, we have elected not to give it a separate schema, but it may be enabled via the UsePayEntryAPI connection property.

Please be aware that when setting UsePayEntryAPI to true, you may only use the CreatePayEntryImportBatch & MergePayEntryImportBatchgtable stored procedures, the InputTimeEntry table, and the OAuth stored procedures. Attempts to use other features of the product will result in an error. You must also store your OAuthAccessToken separately, which often means setting a different OAuthSettingsLocation when using this connection property.

NOTE: To use the JDBC driver in an AWS Lambda function, you will need a license (full or trial) and a Runtime Key (RTK). For more information on obtaining this license (or a trial), contact our sales team.

Built-in Connection String Designer

For assistance constructing the JDBC URL, use the connection string designer built into the Paylocity JDBC Driver. Double-click the JAR file or execute the jar file from the command line.

java -jar cdata.jdbc.paylocity.jar

👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)

Fill in the connection properties (including the RTK) and copy the connection string to the clipboard.

Step 2: Create a project in IntelliJ

1. In IntelliJ IDEA, click New Project.
2. Select "Maven Archetype" from the Generators
3. Name the project and select "maven.archetypes:maven-archetype-quickstart" Archetype.
4. Click "Create" 👁 Image
   

Install the CData JDBC Driver for Paylocity JAR File

Use the following Maven command from the project's root folder to install JAR file in the project.

mvn install:install-file -Dfile="PATH/TO/CData JDBC Driver for Paylocity 20XX/lib/cdata.jdbc.paylocity.jar" -DgroupId="org.cdata.connectors" -DartifactId="cdata-paylocity-connector" -Dversion="23" -Dpackaging=jar

Add Dependencies

Within the Maven project's pom.xml file, add AWS and the CData JDBC Driver for Paylocity] as dependencies (within the <dependencies> element) using the following XML.

• AWS

  <dependency>
   <groupId>com.amazonaws</groupId>
   <artifactId>aws-lambda-java-core</artifactId>
   <version>1.2.2</version> <!--Replace with the actual version-->
  </dependency>

• CData JDBC Driver for Paylocity

  <dependency>
   <groupId>org.cdata.connectors</groupId>
   <artifactId>cdata-paylocity-connector</artifactId>
   <version>25</version> <!--Replace with the actual version-->
  </dependency>

• Maven Shade Plugin to create a fat JAR

  <build>
   <plugins>
   <plugin>
   <groupId>org.apache.maven.plugins</groupId>
   <artifactId>maven-shade-plugin</artifactId>
   <version>3.4.1</version>
   <executions>
   <execution>
   <phase>package</phase>
   <goals>
   <goal>shade</goal>
   </goals>
   <configuration>
   <createDependencyReducedPom>false</createDependencyReducedPom>
   <transformers>
   <transformer implementation="org.apache.maven.plugins.shade.resource.ManifestResourceTransformer">
   <mainClass>com.example.CDataLambda</mainClass>
   <!-- Change to your actual Lambda handler class -->
   </transformer>
   </transformers>
   </configuration>
   </execution>
   </executions>
   </plugin>
   </plugins>
  </build>

Create an AWS Lambda Function

For this sample project, we create two source files: CDataLambda.java and CDataLambdaTest.java.

Lambda Function Definition

1. Update CDataLambda to implement the RequestHandler interface from the AWS Lambda SDK. You will need to add the handleRequest method, which performs the following tasks when the Lambda function is triggered:
   1. Constructs a SQL query using the input
   2. Sets up AWS credentials and S3 configuration to store OAuth credentials.
   3. Registers the CData JDBC Driver for Paylocity
   4. Establishes a connection to Paylocity using JDBC
   5. Executes the SQL query on Paylocity
   6. Prints the results to the console
   7. Returns an output message

2. Use the complete Lambda class below, which includes the imports, class definition, and handleRequest method. Be sure to fill in your connection string values in the DriverManager.getConnection call.

   package com.example;
   
   import com.amazonaws.services.lambda.runtime.Context;
   import com.amazonaws.services.lambda.runtime.RequestHandler;
   
   import java.sql.Connection;
   import java.sql.DriverManager;
   import java.sql.ResultSet;
   import java.sql.ResultSetMetaData;
   import java.sql.SQLException;
   import java.sql.Statement;
   public class CDataLambda implements RequestHandler < Object, String > {
   
    @Override
    public String handleRequest(Object input, Context context) {
    String query = "SELECT * FROM " + input;
   
    String bucketName = "MY_AWS_BUCKET";
    String oauthSettings = "s3://" + bucketName + "/oauth/OAuthSettings.txt";
    String oauthConnection =
    "InitiateOAuth=REFRESH;" +
    "OAuthSettingsLocation=" + oauthSettings + ";";
    try {
    Class.forName("cdata.jdbc.paylocity.PaylocityDriver");
    cdata.jdbc.paylocity.PaylocityDriver driver = new cdata.jdbc.paylocity.PaylocityDriver();
    DriverManager.registerDriver(driver);
    } catch (SQLException ex) {
    // Registering the driver failed
    throw new RuntimeException("Failed to register JDBC driver", ex);
    } catch (ClassNotFoundException e) {
    // The driver class was not found in the classpath
    throw new RuntimeException("JDBC Driver class not found", e);
   
    }
    Connection connection = null;
    try {
    connection = DriverManager.getConnection("jdbc:cdata:paylocity:RTK=52465...;OAuthClientID=YourClientId;OAuthClientSecret=YourClientSecret;RSAPublicKey=YourRSAPubKey;Key=YourKey;IV=YourIV;InitiateOAuth=GETANDREFRESH;" + oauthConnection + "");
    } catch (SQLException ex) {
    context.getLogger().log("Error getting connection: " + ex.getMessage());
    } catch (Exception ex) {
    context.getLogger().log("Error: " + ex.getMessage());
    }
   
    if (connection != null) {
    context.getLogger().log("Connected Successfully!
   ");
    }
   
    ResultSet resultSet = null;
    try {
    //executing query
    Statement stmt = connection.createStatement();
    resultSet = stmt.executeQuery(query);
   
    ResultSetMetaData metaData = resultSet.getMetaData();
    int numCols = metaData.getColumnCount();
   
    //printing the results
    while (resultSet.next()) {
    for (int i = 1; i <= numCols; i++) {
    System.out.printf("%-25s", (resultSet.getObject(i) != null) ? resultSet.getObject(i).toString().replaceAll("
   ", "") : null);
    }
    System.out.print("
   ");
    }
    } catch (SQLException ex) {
    System.out.println("SQL Exception: " + ex.getMessage());
    } catch (Exception ex) {
    System.out.println("General exception: " + ex.getMessage());
    }
    return "v24 query: " + query + " complete";
    }
   }
   
   

Step 3: Deploy and run the lambda function

Once you build the function in Intellij, you are ready to deploy the entire Maven project as a single JAR file.

1. In IntelliJ, use the mvn install command to build the SNAPSHOT JAR file.

   Note: The Maven Shade Plugin generates two JARs in the target folder. Always upload the larger -shaded.jar file to AWS Lambda, as it contains all required dependencies.

2. Create a new function in AWS Lambda (or open an existing one).
3. Name the function, select an IAM role, and set the timeout value to a high enough value to ensure the function completes (depending on the result size of your query).
4. Click "Upload from" -> ".zip file" and select your SNAPSHOT JAR file. 👁 Uploading the SNAPSHOT JAR file.
   
5. In the "Runtime settings" section, click "Edit" and set Handler to your "handleRequest" method (e.g. package.class::handleRequest) 👁 Configuring the runtime handler.
   
6. You can now test the function. Set the "Event JSON" field to a table name and click, click "Test" 👁 Viewing the results.
   

Free Trial & More Information

Download a free 30-day trial of the CData JDBC Driver for Paylocity and start working with your live Paylocity data in AWS Lambda. Reach out to our Support Team if you have any questions.