Setting Up an Incorta Workday Connection (CData JDBC)

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Setting Up an Incorta Workday Connection (CData JDBC)

This guide provides step-by-step instructions for configuring a Workday connection in Incorta using the CData Workday JDBC connector. This connector supports SOAP, WQL, RAAS, and REST extraction modes.

1. Prerequisites (Incorta Side)

Connector Licensing

Unlike native Incorta connectors, the CData Workday JDBC connector is a third-party OEM component.

• Cost: Approximately $5,000 USD per year, per connector.
• Installation: The CData JDBC JAR must be installed on your Incorta instance.

Installation Steps

Environment	Action Required
Cloud	Log a support ticket. The Incorta Support team will install the connector JARs for you.
On-Premises	Manually install the JAR file on your instance (see path below). Support can assist via ticket if needed.

On-Premises File Path: If your installation is a standard single-node setup (Analytics and Loader on the same host), copy the JAR to: /home/incorta/IncortaAnalytics/IncortaNode/extensions/connectors/shared-libs/cdata.jdbc.workday.jar

Note: You must restart both the Loader and Analytics services after copying the file.

2. Prerequisites (Workday Side)

You must coordinate with your Workday Administrator to register an API Client with the appropriate functional scopes.

Registering the API Client

For a detailed guide, refer to the CData Documentation.

1. Log in to Workday
2. Search for and open the Register API Client form
3. Client Name: Enter a descriptive name (e.g., Incorta_Workday_Connector)
4. Grant Type: Select Authorization Code Grant
5. Access Token Type: Select Bearer
6. Redirection UI: Point this to your Incorta instance
• Example: https://[your-instance-url]/incorta/service/datasource/oauthRedirect
7. Refresh Tokens: Check the box for Non-Expiring Refresh Tokens
8. Scopes: Assign the required Scope (Functional Areas) based on the data you intend to extract
9. Workday Owned Scope: Check Include Workday Owned Scope
10. Save Credentials: Click OK. Workday will display the Client ID and Client Secret. Save these immediately, as they are required for the Incorta connection.

3. Configuration in Incorta

Once the prerequisites are met, follow these steps to finalize the connection:

1. Install Data Apps: Visit the Incorta Marketplace and install the relevant Data Apps (e.g., Workday HR or Workday Financials)
2. Configure Connection:
• In Incorta, navigate to Data Sources > New Connection
• Select the Workday (CData) connector
• Enter the Host URL, Client ID, and Client Secret obtained from Workday
3. Test and Load: Test the connection, then perform a schema load to verify data integrity and view the out-of-the-box dashboards

4. Notes for RaaS (Report as a Service)

To pull Workday report data into Incorta via RaaS, ensure your OAuth client is configured specifically for Integration System Users (ISU).

• OAuth Setup for ISU: CData RaaS OAuth Guide
• Enabling RaaS in Workday: Workday RaaS Access Guide

5. Advanced Authentication: Using Refresh Tokens

If you prefer to authenticate the connection without a redirect URL (headless authentication), you can hardcode a non-expiring refresh token directly into the connection string.

Option A: Manual Token Hardcoding

Set the connection properties as follows:

InitiateOAuth=OFF; OAuthRefreshToken=[Your_Refresh_Token]

Option B: Automatic Token Refresh (Recommended)

This mode allows Incorta to manage the token lifecycle automatically:

InitiateOAuth=GETANDREFRESH; OAuthRefreshToken=[Your_Refresh_Token]

For more advanced properties and authentication options, refer to the CData Connection Property Documentation.