Create Workday-Connected Enterprise Applications in OutSystems
OutSystems is a low-code platform which provides the tools for companies to developer, deploy, and manage omnichannel enterprise applications. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Workday data for business applications. This article shows how to create a virtual database for Workday in Connect AI and build a simple app from Workday data in OutSystems.
The CData Connect AI provides a pure cloud-to-cloud interface for Workday, allowing you to build reports from live Workday data in OutSystems — without replicating the data to a natively supported database. As you create applications to work with data, OutSystems generates SQL queries to gather data. 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 quickly return the requested Workday data.
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 OutSystems
Connectivity to Workday from OutSystems is made possible through CData Connect AI. To work with Workday data from OutSystems, we start by creating and configuring a Workday connection.
- Log into Connect AI, click Sources, and then click Add Connection
- Select "Workday" from the Add Connection panel
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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.
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.
- Click Save & Test
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Navigate to the Permissions tab in the Add Workday Connection page and update the User-based 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.
- Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
- On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
- 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 OutSystems.
Connect to Workday from OutSystems
The steps below outline connecting to CData Connect AI from OutSystems to create a new Workday database connection.
- Open OutSystems Service Studio
- Click the gear icon to open Environment Management in the Service Center
- Click Administration and select "Database Connections"
- Click "New Database Connection"
- Configure the database connection:
- Name: name the connection (e.g. CData Connect AI Workday)
- DBMS: SQL Server / Azure SQL
- Username: a Connect AI user (e.g. [email protected])
- Password: the PAT for the Connect AI user
- Server: tds.cdata.com,14333
- Schema: the name of your Workday connection (e.g. Workday1)
- Click "Test Connection"
- Click "Create"
Map Workday Tables or Views to Entities in an Extension Module
Once you create the database connection for Workday, you can create an extension that maps the tables or views to OutSystems entities. If you have not already done so, create an Application in Service Studio.
- Open the Service Studio and open the existing Application
- Click "Add Module," set the "Module Name" (e.g. workday_db_extension), set "Module Type" to "Extension," and click "Create Module"
- In Integration Studio, connect to your environment
- Right-click "Entities" in the extension tree and select "Connect to External Table or View..."
- Follow the steps in the wizard, selecting the tables and views you wish to work with
- In the Integration Studio, click "1-Click Publish"
- In the "1-Click Publish" wizard, click "Configure" when the process completes
- In the Service Center, associate the logical database name of the extension to the database connection that the extension will use and click "Apply"
- In the Service Center, associate the logical database name of the extension to the database connection that the extension will use and click "Apply"
- In your application, click "Manage Dependencies..."
- Add a dependency to the Extension and select the Entities that you will use in your application
At this point, you can access and work with Workday data just like you would with the standard OutSystems entities.
Get CData Connect AI
With Connect AI and OutSystems, you can easily build Workday-connected applications. Request a free trial of Connect AI and start working with Workday data in OutSystems today.