Build Pipelines with Live Workday Data in Google Cloud Data Fusion (via CData Connect AI)

Google Cloud Data Fusion simplifies building and managing data pipelines by offering a visual interface to connect, transform, and move data across various sources and destinations, streamlining data integration processes. When combined with CData Connect AI, it provides access to Workday data for building and managing ELT/ETL data pipelines. This article explains how to use CData Connect AI to create a live connection to Workday and how to connect and access live Workday data from the Cloud Data Fusion platform.

Getting Started

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Configure Workday Connectivity for Cloud Data Fusion

Connectivity to Workday from Cloud Data Fusion is made possible through CData Connect AI. To work with Workday data from Cloud Data Fusion, we start by creating and configuring a Workday connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Workday" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Workday.

   To connect to Workday, users need to find the Tenant and BaseURL and then select their API type.

   Obtaining the BaseURL and Tenant

   To obtain the BaseURL and Tenant properties, log into Workday and search for "View API Clients." On this screen, you'll find the Workday REST API Endpoint, a URL that includes both the BaseURL and Tenant.

   The format of the REST API Endpoint is: https://domain.com/subdirectories/mycompany, where:

   • https://domain.com/subdirectories/ is the BaseURL.
   • mycompany (the portion of the url after the very last slash) is the Tenant.
   For example, in the REST API endpoint https://wd3-impl-services1.workday.com/ccx/api/v1/mycompany, the BaseURL is https://wd3-impl-services1.workday.com and the Tenant is mycompany.

   Using ConnectionType to Select the API

   The value you use for the ConnectionType property determines which Workday API you use. See our Community Article for more information on Workday connectivity options and best practices.

   API	ConnectionType Value
   WQL	WQL
   Reports as a Service	Reports
   REST	REST
   SOAP	SOAP

   
   

   Authentication

   Your method of authentication depends on which API you are using.

   • WQL, Reports as a Service, REST: Use OAuth authentication.
   • SOAP: Use Basic or OAuth authentication.

   See the Help documentation for more information on configuring OAuth with Workday.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Workday Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Workday data from Cloud Data Fusion.

Connecting to Workday from Cloud Data Fusion

Follow these steps to establish a connection from Cloud Data Fusion to Workday through the CData Connect AI JDBC driver:

1. Download and install the CData Connect AI JDBC driver:
   1. Open the Integrations page of CData Connect AI.
   2. Search for and select JDBC.
   3. Download and run the setup file.
   4. When the installation is complete, copy the JAR file(cdata.jdbc.connect.jar) from the installation directory (e.g., C:\Program Files\CData\JDBC Driver for CData Connect\lib).
2. Log into Cloud Data Fusion.
3. Click the green "+" button at the top right to add an entity.
4. Under Driver, click Upload. 👁 Upload the driver JAR file
   
5. Now, upload the CData Connect AI JDBC driver (JAR file).
6. Enter the driver settings:
   • Name: Enter the name of the driver
   • Class name: Enter "cdata.jdbc.connect.ConnectDriver"
   • Version: Enter the driver version
   • Description (optional): Enter a description for the driver 👁 Enter the driver settings
     
7. Click on Finish.
8. Enter source configuration settings:
   • Label: Helps to identify the connection
   • JDBC driver name: Enter the JDBC driver name to identify the driver configured in Step 6.
   • Connection string: Enter the JDBC connection string, for example:

     jdbc:connect:AuthScheme=Basic;user=username;password=PAT;

   • User: Enter your CData Connect AI username, displayed in the top-right corner of the CData Connect AI interface. For example, "[email protected]"
   • Password: Enter the PAT you generated on the Settings page. 👁 Enter the source configuration settings
     
9. Click Validate in the top right corner.
10. If the connection is successful, you can manage the pipeline by editing it through the UI. 👁 Build and manage the pipeline in the UI
    
11. Run the pipepline created. 👁 Run the pipeline
    

Troubleshooting

Please be aware that there is a known issue in Cloud Data Fusion where "int" types from source data are automatically cast as "long".

Live Access to Workday Data from Cloud Applications

Now you have a direct connection to live Workday data from from Google Cloud Data Fusion. You can create more connections to ensure a smooth movement of data across various sources and destinations, thereby streamlining data integration processes - all without replicating Workday data.

To get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources (including Workday) directly from your cloud applications, explore the CData Connect AI.