Catalog Source Configuration > Workday > Before you begin
  

Before you begin

Before you create a catalog source, ensure that you have the information required to connect to the source system.
Perform the following tasks:

Verify permissions

To extract metadata and to configure other capabilities that a catalog source might include, you need account access and permissions on the source system. The permissions required might vary depending on the capability.

Permissions for metadata extraction

Ensure that you have the required permissions to enable metadata extraction.
Verify that the administrator performs the following tasks:

Permissions to perform data classification

You can perform data classification with the permissions required to perform metadata extraction.

Permissions to perform glossary association

You can perform glossary association with the permissions required to perform metadata extraction.

Create a connection

Before you configure the Workday catalog source, create a connection object in Administrator.
    1In Administrator, select Connections.
    2Click Add Connection and select Workday Mass Ingestion.
    3Enter the following connection details:
    Property
    Description
    Connection Name
    A name for the connection. This name must be unique within the organization. Connection names can contain alphanumeric characters, spaces, and the following special characters: _ . + -
    Spaces at the beginning or end of the name are trimmed and are not saved as part of the name. Maximum length is 100 characters. Connection names are not case sensitive.
    Description
    An optional description for the connection. Maximum length is 255 characters.
    Runtime Environment
    Name of the runtime environment where you want to run the ingestion tasks.
    You must specify a Secure Agent as the runtime environment.
    Note: You cannot run application ingestion and replication tasks on a Hosted Agent or serverless runtime environment.
    Authentication
    Select the authentication type to access Workday and enter the required properties.
    You can use one of the following authentication types:
    • - Basic
    • - OAuth 2.0 Refresh Token Flow
    4Click Test.
    5Click Save.

Basic authentication

The following table describes the connection properties for a Workday Mass Ingestion connection configured with Basic authentication:
Property
Description
Domain Name
Name of the Workday domain that contains the resources that you want to access.
Tenant Name
Identifier of the Workday tenant that you want to access.
Version
Optional. Web Service Description Language (WSDL) version for the endpoints that the connection must use to retrieve Workday data. The list of operations supported for a web service depends on the WSDL version that you specify in this field.
Default is 44.2
Note: The metadata extraction job retrieves all services from your Workday source system regardless of the WSDL version you specified.
User Name
User name of the Workday account.
Password
Password for the Workday account.

OAuth 2.0 Refresh Token Flow authentication

The following table describes the connection properties for a Workday Mass Ingestion connection configured with OAuth 2.0 Refresh Token Flow authentication:
Property
Description
Domain Name
Name of the Workday domain that contains the resources that you want to access.
Tenant Name
Identifier of the Workday tenant that you want to access.
Version
Optional. Web Service Description Language (WSDL) version for the endpoints that the connection must use to retrieve Workday data. The list of operations supported for a web service depends on the WSDL version that you specify in this field.
Default is 44.1
User Name
User name of the Workday account.
Client ID
Client ID of the application registered in Workday.
Client Secret
Private key of the application registered in Workday.
Refresh Token
Refresh token string that Workday generates for the registered application.
Token Endpoint
OAuth token endpoint of the Workday instance. The registered application sends the access token requests to this endpoint.