VOOZH about

URL: https://www.cdata.com/kb/tech/workday-cloud-mendix.rst

⇱ Build Workday-Connected Apps in Mendix

Build Workday-Connected Apps in Mendix

👁 Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI to create an OData feed for Workday Data and create custom apps in Mendix.

Mendix is a high-productivity app platform that allows you to build and maintain both mobile and web applications at-scale. When paired with CData Connect AI, Mendix provides instant, cloud-to-cloud access to Workday data for applications. This article demonstrates how to connect to a CData Connect AI data source from within Mendix.

CData Connect AI provides a pure cloud-to-cloud interface for Workday, allowing you to import data from live Workday data in Mendix — without replicating the data to a natively supported database. As you build web and mobile applications from within Mendix, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Workday, leveraging server-side processing to return the requested Workday data quickly.

About Workday Data Integration

CData provides the easiest way to access and integrate live data from Workday. Customers use CData connectivity to:

  • Access the tables and datasets you create in Prism Analytics Data Catalog, working with the native Workday data hub without compromising the fidelity of your Workday system.
  • Access Workday Reports-as-a-Service to surface data from departmental datasets not available from Prism and datasets larger than Prism allows.
  • Access base data objects with WQL, REST, or SOAP, getting more granular, detailed access but with the potential need for Workday admins or IT to help craft queries.

Users frequently integrate Workday with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate Workday data to databases or data warehouses. Access is secured at the user level, based on the authenticated user's identity and role.

For more information on configuring Workday to work with CData, refer to our Knowledge Base articles: Comprehensive Workday Connectivity through Workday WQL and Reports-as-a-Service & Workday + CData: Connection & Integration Best Practices.


Getting Started


Configure Workday Connectivity for Mendix

To work with Workday data from Mendix, we need to connect to Workday from Connect AI, provide user access to the connection, and create a Workspace for the Workday data.

Connect to Workday from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Workday" from the Add Connection panel
    3. 👁 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.

    APIConnectionType Value
    WQLWQL
    Reports as a ServiceReports
    RESTREST
    SOAPSOAP

    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.

Configure Workday Endpoints for Mendix

After connecting to Workday, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). 👁 The Workspaces page.
    👁 Adding a new Workspace.
  2. Click Add to add new assets to the Workspace.
  3. Select the Workday connection (e.g. Workday1) and click Next. 👁 Selecting an Asset (Salesforce is shown).
  4. Select the table(s) you wish to work with and click Confirm. 👁 Selecting Tables (Salesforce is shown).
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Workday data from Mendix.

Build a Workday-Connected App

Downloading the OData Metadata File

When creating a connection in Mendix, the connection flow requires a Data Source Contract File. Follow these steps to download the OData metadata file for CData Connect AI using curl, a command line tool:

  1. Open a command-line window for your operating system. On Windows, open the start menu, type cmd, and press the Enter key to open a command prompt. On macOS and Linux, open a Terminal window.
  2. To check if curl is installed on your system, type curl -help and press the enter key. If it is not installed, install it from the curl website.
  3. Issue the following curl command, replacing USER with your CData Connect AI username and PAT with the PAT you generated above: 
    curl -u USER:PAT https://cloud.cdata.com/api/odata/{workspace_name}/$metadata -o metadata.xml
  4. Locate the metadata.xml file that the curl command created and move it to an accessible location.

Connecting to CData Connect AI in Mendix

Follow these steps to establish a connection from Mendix to CData Connect AI:

  1. Login to Mendix and open the Data Hub page.
    2. 👁 Mendix landing page
  2. In the Register a Data Source section, select OData.
    3. 👁 Registering an OData data source
  3. Upload the metadata.xml file from the steps above and click Next.
    4. 👁 Uploading metadata file
  4. Enter your desired values for Data Source Name and Data Source Version. In the Data Source Relative Path field, enter /api/odata/{workspace_name} and click Next.
    5. 👁 Creating the data source
  5. On the Application information page, click Register a new application.
    6. 👁 Register new app
  6. Enter a name in Application Name and select a technical owner (by default, this is the user who is currently logged in).
    7. 👁 Filling in fields for the app
  7. Click Next. In the Environment Name field, enter a desired name (for example, CData Connect AI). In the Environment Location field, enter https://cloud.cdata.com and select the appropriate Environment Type (e.g. Production), depending on what is needed.
    8. 👁 Creating the environment
  8. Click Done! to create your connection.
    9. 👁 Finalizing the connection

You can now use your connection in Mendix Studio Pro to easily create applications with access to live Workday data.

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!