Connect to Live Workday Data in PostGresSQL Interface through CData Connect AI

There are a vast number of PostgreSQL clients available on the Internet. PostgreSQL is a popular interface for data access. When you pair PostgreSQL with CData Connect AI, you gain database-like access to live Workday data from PostgreSQL. In this article, we walk through the process of connecting to Workday data in Connect AI and establishing a connection between Connect AI and PostgreSQL using a TDS foreign data wrapper (FDW).

CData Connect AI provides a pure SQL Server interface for Workday, allowing you to query data from Workday without replicating the data to a natively supported database. Using optimized data processing out of the box, 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.

Getting Started

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Connect to Workday in 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
👁 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 PostgreSQL.

Build the TDS Foreign Data Wrapper

The Foreign Data Wrapper can be installed as an extension to PostgreSQL, without recompiling PostgreSQL. The tds_fdw extension is used as an example (https://github.com/tds-fdw/tds_fdw).

1. You can clone and build the git repository via something like the following view source:

   sudo apt-get install git
   git clone https://github.com/tds-fdw/tds_fdw.git
   cd tds_fdw
   make USE_PGXS=1
   sudo make USE_PGXS=1 install
   

   Note: If you have several PostgreSQL versions and you do not want to build for the default one, first locate where the binary for pg_config is, take note of the full path, and then append PG_CONFIG=
2. After you finish the installation, then start the server:

   sudo service postgresql start
   

3. Then go inside the Postgres database

   psql -h localhost -U postgres -d postgres
   

   Note: Instead of localhost you can put the IP where your PostgreSQL is hosted.

Connect to Workday data as a PostgreSQL Database and query the data!

After you have installed the extension, follow the steps below to start executing queries to Workday data:

1. Log into your database.
2. Load the extension for the database:

   CREATE EXTENSION tds_fdw;
   

3. Create a server object for Workday data:

   CREATE SERVER "Workday1" FOREIGN DATA WRAPPER tds_fdw OPTIONS (servername'tds.cdata.com', port '14333', database 'Workday1');
   

4. Configure user mapping with your email and Personal Access Token from your Connect AI account:

   CREATE USER MAPPING for postgres SERVER "Workday1" OPTIONS (username '[email protected]', password 'your_personal_access_token' );
   

5. Create the local schema:

   CREATE SCHEMA "Workday1";
   

6. Create a foreign table in your local database:

   #Using a table_name definition:
   
   CREATE FOREIGN TABLE "Workday1".Workers ( 
   id varchar, 
   Legal_Name_Last_Name varchar) 
   SERVER "Workday1"
   OPTIONS(table_name 'Workday.Workers', row_estimate_method 'showplan_all');
   
   #Or using a schema_name and table_name definition:
   
   CREATE FOREIGN TABLE "Workday1".Workers ( 
   id varchar, 
   Legal_Name_Last_Name varchar) 
   SERVER "Workday1"
   OPTIONS (schema_name 'Workday', table_name 'Workers', row_estimate_method 'showplan_all');
   
   #Or using a query definition:
   
   CREATE FOREIGN TABLE "Workday1".Workers (
   id varchar, 
   Legal_Name_Last_Name varchar) 
   SERVER "Workday1"
   OPTIONS (query 'SELECT * FROM Workday.Workers', row_estimate_method 'showplan_all');
   
   #Or setting a remote column name:
   
   CREATE FOREIGN TABLE "Workday1".Workers (
   id varchar,
   col2 varchar OPTIONS (column_name 'Legal_Name_Last_Name'))
   SERVER "Workday1"
   OPTIONS (schema_name 'Workday', table_name 'Workers', row_estimate_method 'showplan_all');
   

7. You can now execute read/write commands to Workday:

   SELECT id, Legal_Name_Last_Name
   FROM "Workday1".Workers;
   

More Information & Free Trial

Now, you have created a simple query from live Workday data. For more information on connecting to Workday (and more than 200 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live Workday data in PostgreSQL.