How to create an RPA flow for PingOne Data in UiPath Studio

UiPath is a Robotic Process Automation (RPA) platform with rich features and an easy-to-use UI that enables non-developers to create process automation. By using UiPath Studio, you can build an RPA program just like drawing a diagram. With the CData ODBC Driver for PingOne, users can embed PingOne data in the workflow.

This article explains how to use the PingOne ODBC Driver in UiPath Studio to create an RPA program that accesses PingOne data.

👁 Using the CData ODBC Data Sources in UiPath

Configure the Connection to PingOne

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

To connect to PingOne, configure these properties:

• : The region where the data for your PingOne organization is being hosted.
• : The type of authentication to use when connecting to PingOne.
• Either (required when using the default PingOne domain) or , configured as described below.

Configuring WorkerAppEnvironmentId

is the ID of the PingOne environment in which your Worker application resides. This parameter is used only when the environment is using the default PingOne domain (auth.pingone). It is configured after you have created the custom OAuth application you will use to authenticate to PingOne, as described in Creating a Custom OAuth Application in the Help documentation.

First, find the value for this property:

1. From the home page of your PingOne organization, move to the navigation sidebar and click Environments.
2. Find the environment in which you have created your custom OAuth/Worker application (usually Administrators), and click Manage Environment. The environment's home page displays.
3. In the environment's home page navigation sidebar, click Applications.
4. Find your OAuth or Worker application details in the list.
5. Copy the value in the Environment ID field. It should look similar to:
   

   WorkerAppEnvironmentId='11e96fc7-aa4d-4a60-8196-9acf91424eca'

Now set to the value of the Environment ID field.

Configuring AuthorizationServerURL

is the base URL of the PingOne authorization server for the environment where your application is located. This property is only used when you have set up a custom domain for the environment, as described in the PingOne platform API documentation. See Custom Domains.

Authenticating to PingOne with OAuth

PingOne supports both OAuth and OAuthClient authentication. In addition to performing the configuration steps described above, there are two more steps to complete to support OAuth or OAuthCliet authentication:

• Create and configure a custom OAuth application, as described in Creating a Custom OAuth Application in the Help documentation.
• To ensure that the driver can access the entities in Data Model, confirm that you have configured the correct roles for the admin user/worker application you will be using, as described in Administrator Roles in the Help documentation.
• Set the appropriate properties for the authscheme and authflow of your choice, as described in the following subsections.

OAuth (Authorization Code grant)

Set to OAuth.

Desktop Applications

Get and Refresh the OAuth Access Token

After setting the following, you are ready to connect:

• : GETANDREFRESH. To avoid the need to repeat the OAuth exchange and manually setting the each time you connect, use .
• : The Client ID you obtained when you created your custom OAuth application.
• : The Client Secret you obtained when you created your custom OAuth application.
• : The redirect URI you defined when you registered your custom OAuth application. For example: https://localhost:3333

When you connect, the driver opens PingOne's OAuth endpoint in your default browser. Log in and grant permissions to the application. The driver then completes the OAuth process:

1. The driver obtains an access token from PingOne and uses it to request data.
2. The OAuth values are saved in the location specified in , to be persisted across connections.

The driver refreshes the access token automatically when it expires.

For other OAuth methods, including Web Applications, Headless Machines, or Client Credentials Grant, refer to the Help documentation.

Connect UiPath Studio to PingOne Data

Now you are ready to use PingOne data ODBC DSN in UiPath Studio with the following steps.

1. From the Start page, click Blank to create a New Project.
2. Click Manage Packages then search for and install UiPath.Database.Activities.
3. Navigate to the Activities and drop a Flowchart (Workflow -> Flowchart -> Flowchart) onto the process.
4. Drop a database Connect activity (App Integration -> Datbase -> Connect) after the Start activity.
5. Double-click the Connect activity and configure the Connection. 👁 Configure the Connect Activity
   
   1. Click the Connection Wizard
   2. Select "Microsoft ODBC Data Source"
   3. In Connection Properties, select your DSN (CData PingOne Source) and click OK
6. To store Connection info, create a variable and bind to Output in the Properties section. Choose DatabaseConnection in Output.
   👁 Bind the Connection to the Output property.
   

Create an Execute Query Activity

With the connection configured, we are ready to query PingOne data in our RPA.

1. From the Activities navigation, select Execute Query and drop it on the Flowchart.
2. Double-click the Execute Query activity and set the properties as follows:
   • ExistingDbConnection: Your Connection variable
   • Sql: SELECT statement like SELECT Id, Username FROM [CData].[Administrators].Users WHERE EmployeeType = 'Contractor'
   • DataTable: Create and use a variable with the Type System.Data.DataTable
   👁 Set the Query for the ODBC Driver.
   

Create Write CSV Activity

With the Connection and Execute Query activities configured, we are ready to add a Write CSV activity to the Flowchart to replicate the PingOne data.

1. From the Activities navigation, select Write CSV and drop it after the Execute Query activity.
2. Double-click the Write CSV activity and set the properties as follows:
   • FilePath: Set to a file (new or existing) on disk (i.e.: C:\UiPath[id]-data.csv
   • DataTable: Set to the DataTable variable you created earlier

Connect the Activities and Run the Flowchart

If they are not already connected, connect each Activity that you created to complete the RPA project for extracting PingOne data and exporting it to CSV.

👁 Connect each Activity in the Flowchart

Click Run to extract PingOne data and create a CSV file.

👁 Running the RPA Flowchart

In this article, we used the CData ODBC Driver for PingOne to create an automation flow that accesses PingOne data in UiPath Studio. Download a free, 30-day trial of the ODBC Driver and start working with live PingOne data in UiPath Studio today!