Integrate Workday Data in Your Informatica Cloud Instance

Informatica Cloud allows you to perform extract, transform, and load (ETL) tasks in the cloud. With the Cloud Secure Agent and the CData JDBC Driver for Workday, you get live access to Workday data, directly within Informatica Cloud. In this article, we will walk through downloading and registering the Cloud Secure Agent, connecting to Workday through the JDBC Driver and generating a mapping that can be used in any Informatica Cloud process.

Getting Started

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Informatica Cloud Secure Agent

To work with the Workday data through the JDBC Driver, install the Cloud Secure Agent.

1. Navigate to the Administrator page in Informatica Cloud 👁 Image
   
2. Select the Runtime Environments tab
3. Click "Download Secure Agent" 👁 Image
   
4. Make note of the Install Token 👁 Image
   
5. Run the installer on the client machine and register the Cloud Secure Agent with your username and install token 👁 Image
   

NOTE: It may take some time for all of the Cloud Secure Agent services to get up and running.

Connecting to the Workday JDBC Driver

With the Cloud Secure Agent installed and running, you are ready to connect to Workday through the JDBC Driver.

Adding the JDBC Driver to the Secure Agent Machine

1. Navigate to the following directory on the Secure Agent machine:

   %Secure Agent installation directory%/ext/connectors/thirdparty/

2. Create a folder and add the driver JAR file (cdata.jdbc.workday.jar) based on the type of mapping that you want to configure.

   For mappings, create the following folder and add the driver JAR file:

   informatica.jdbc_v2/common

   For mappings in advanced mode, also create the following folder and add the driver JAR file:

   informatica.jdbc_v2/spark

3. Restart the Secure Agent.

Connecting to Workday in Informatica Cloud

After installing the driver JAR file, you are ready to configure your connection to Workday in Informatica Cloud. Start by clicking the Connections tab and clicking New Connection. Fill in the following properties for the connection:

• Connection Name: Name your connection (i.e.: CData Workday Connection)
• Type: Select "JDBC_V2"
• Runtime Environment: Select the runtime environment where you installed the Secure Agent
• JDBC Driver Class Name: The name of the JDBC driver class: cdata.jdbc.workday.WorkdayDriver
• JDBC Connection URL: Set this to the JDBC URL for Workday. Your URL will look similar to the following:
  
  

  jdbc:workday:User=myuser;Password=mypassword;Tenant=mycompany_gm1;BaseURL=https://wd3-impl-services1.workday.com;ConnectionType=WQL;InitiateOAuth=GETANDREFRESH;

  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.

  Built-In Connection String Designer

  For assistance in constructing the JDBC URL, use the connection string designer built into the Workday JDBC Driver. Either double-click the .jar file or execute the .jar file from the command-line.

   java -jar cdata.jdbc.workday.jar
   

  Fill in the connection properties and copy the connection string to the clipboard.

  👁 Using the built-in connection string designer to generate a JDBC URL (Google Sheets is shown.)
  
• Username: Set this to the username for Workday
• Password: Set this to the password for Workday

👁 Configuring the Connection (Google Sheets is shown.

Create a Mapping for Workday Data

With the connection to Workday configured, we can now access Workday data in any Informatica process. The steps below walk through creating a mapping for Workday to another data target.

1. Navigate to the Data Integration page 👁 Image
   
2. Click New.. and select Mapping from the Mappings tab 👁 Image
   
3. Click the Source Object and in the Source tab, select the Connection and set the Source Type 👁 Selecting the Source Connection and Source Type
   
4. Click "Select" to choose the table to map 👁 Selecting the Source Object
   
5. In the Fields tab, select the fields from the Workday table to map 👁 Selecting Source Fields to map
   
6. Click the Target object and configure the Target source, table and fields. In the Field Mapping tab, map the source fields to the target fields. 👁 Selecting the Target Field Mappings
   

With the mapping configured, you are ready to start integrating live Workday data with any of the supported connections in Informatica Cloud. Download a free, 30-day trial of the CData JDBC Driver for Workday and start working with your live Workday data in Informatica Cloud today.