Configure the Data Source Connection¶
Alation Cloud Service Applies to Alation Cloud Service instances of Alation
Customer Managed Applies to customer-managed instances of Alation
After you install the Workday OCF connector, you must configure the connection to the Workday data source.
The various steps involved in configuring the Workday data source connection setting are:
Provide Access¶
To set the data source visibility,go to the Access tab on the Settings page of your Workday data source, set the data source visibility using these options:
Public Data Source — The data source is visible to all users of the catalog.
Private Data Source — The data source is visible to the users allowed access to the data source by Data Source Admins.
You can add new Data Source Admin users in the Data Source Admins section.
Connect to Data Source¶
To establish the a connection to data source, you must:
Provide the JDBC URI¶
Important
We recommend that you provide the values in the corresponding fields on the General Settings page instead of the JDBC URI field in the Datasource Connection section. Leave this field empty if all the connection properties you need are available in the user interface.
Configure Authentication¶
For metadata extraction (MDE), profiling and sampling, the connector supports:
Basic authentication (username and password)
OAuth
Configure Basic Authentication¶
On the Settings page of your Workday data source, go to the General Settings tab.
In the Connector Settings section, provide the following details in the Authentication section.
Field
Description
Connection Type
Select SOAP from the dropdown. Basic authentication supports only SOAP connections.
Auth Scheme
Select Basic from the Auth Scheme dropdown.
User
Specify the basic authentication username.
Password
Specify the basic authentication password.
SSL Server Cert
If you choose to encrypt using SSL, specify the certificate to be accepted from the server when connecting using TLS/SSL.
Click Save.
Configure OAuth Authentication¶
On the Settings page of your Workday data source, go to the General Settings tab.
In the Connector Settings section, provide the following details in the Authentication section.
Field
Description
Auth Type
Select the auth profile that you created for OAuth in Alation from the dropdown.
Connection Type
Select WQL or Reports or REST from the dropdown. SOAP connection type is not supported for OAuth.
Auth Scheme
Select OAuthISU from the Auth Scheme dropdown.
OAuth Client ID
Specify the OAuth Client ID obtained from Workday View API Client page.
OAuth Client Secret
Specify the OAuth Client Secret obtained from Workday View API Client page.
OAuth Refresh Token
Specify the OAuth Refresh Token obtained from Workday Manage Refresh Tokens for Integrations page.
Tenant
Specify the Tenant for the account.
Base URL
Specify the Base URL for the Workday connection.
Click Save.
Test the Connection¶
The connection test checks database connectivity.
After configuring authentication, test the connection.
To validate the network connectivity, go to General Settings > Test Connection of the Settings page of your Workday data source and click Test.
A dialog box appears confirming the status of the connection test.
Configure Additional Connection Settings¶
Apart from the mandatory configurations that you perform to connect to the data source on the General Settings tab, configure the following additional settings:
Note
In the General Settings tab, leave the Additional data source connection field blank and skip the Disable automatic lineage generation toggle as these options are not applicable to the Workday OCF connector.
Configure Firewall Settings¶
On the Settings page of your Workday data source, go to the General Settings tab.
In the Connector Settings section, provide the following details in the Firewall section.
Parameter
Description
Firewall Type
Specify the protocol the proxy-based firewall uses for traffic tunneling.
TUNNEL: Opens a connection to Kafka and traffic flows back and forth through the proxy.
SOCKS4: Sends data through the SOCKSv4 proxy as specified in the Firewall Server and Firewall Port.
SOCKS5: Sends data through the SOCKSv5 proxy as specified in the Firewall Server and Firewall Port.
Firewall Server
Specify the hostname, DNS name, or IP address of the proxy-based firewall.
Firewall Port
Specify the TCP port of the proxy-based firewall.
Firewall User
Specify the user name to authenticate with the proxy-based firewall.
Firewall Password
Specify the password to authenticate with the proxy-based firewall.
Click Save.
Configure Proxy Settings¶
On the Settings page of your Workday data source, go to the General Settings tab.
In the Connector Settings section, provide the following details in the Proxy section.
Parameter
Description
Proxy Auto Detect
Select the checkbox to use the system proxy settings. This takes precedence over other proxy settings, so do not select this checkbox to use custom proxy settings.
Proxy Server
Specify the hostname or IP address of a proxy to route HTTP traffic through.
Proxy Port
Specify the TCP port the Proxy Server proxy is running on.
Proxy Auth Scheme
Select the authentication type to authenticate to the Proxy Server from the drop-down:
BASIC
DIGEST
NONE
NEGOTIATE
NTLM
PROPRIETARY
Proxy User
Specify the user name to authenticate the ProxyServer.
Proxy Password
Specify the password of the Proxy User.
Proxy SSL Type
Select the SSL type when connecting to the ProxyServer from the drop-down:
AUTO
ALWAYS
NEVER
TUNNEL
Proxy Exceptions
Specify the list (separated by semicolon) of destination hostnames or IPs that are exempt from connecting through the Proxy Server.
Click Save.
Configure Logging¶
To set the logging level for your Workday OCF data source logs, perform these steps:
On the Settings page of your Workday OCF data source, go to General Settings > Logging configuration.
Select a logging level for the connector logs and click Save.
The available log levels are based on the Log4j framework.
You can view the connector logs in Admin Settings > Server Admin > Manage Connectors > Workday OCF connector.
Configure Schema Settings¶
On the Settings page of your Workday data source, go to the General Settings tab.
In the Connector Settings section, provide the following details in the Schema section.
Parameter
Description
Browsable Schemas
Specify the schemas as a subset of the available schemas in a comma-separated list. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.
Tables
Specify the fully qualified name of the table as a subset of the available tables in a comma-separated list.
Each table must be a valid SQL identifier that might contain special characters escaped using square brackets, double quotes, or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.
Views
Specify the fully qualified name of the Views as a subset of the available tables in a comma-separated list.
Each view must be a valid SQL identifier that might contain special characters escaped using square brackets, double quotes, or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.
Configure Miscellaneous Settings¶
On the Settings page of your Workday data source, go to the General Settings tab.
In the Connector Settings section, provide the following details in the Misc section.
Parameter
Description
Batch Size
Specify the maximum size of each batch operation to submit.
When BatchSize is set to a value greater than 0, the batch operation will split the entire batch into separate batches of size BatchSize. The split batches will then be submitted to the server individually. This is useful when the server has limitations on the request size that can be submitted.
Setting BatchSize to 0 will submit the entire batch as specified.
Connection LifeTime
The maximum lifetime of a connection in seconds. Once the time has elapsed, the connection object is disposed.
The default is 0, indicating no limit to the connection lifetime.
Enforce WQL Row Limit
Select this checkbox to ensure the provider restricts queries to returning only 1 million rows.
Expand ID Types
Select this checkbox to expand multiple ID types when they appear in reports. This is applicable for queries using the Reports as a Service (RaaS) API.
Expand Multi Value Limit
Specify the maximum number of output rows that can be expanded from a single input row.
Expand Multi Values
Select this checkbox to expand mult-instance fields into separate rows.
Include Child Table Aggregates
Select this checkbox to include aggregate columns for child tables. This is applicable for SOAP API.
Include ID In Descriptor
Select this checkbox to include ID in the descriptor fields. This is applicable only if the connection type is WQL.
Include REST Tenant Fields
Select this checkbox to include tenant-specific fields in REST metadata.
Max Rows
Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.
Metadata Filters
Specify the fields that need to be ignored by the provider.
Other
This field is for properties that are used only in specific use cases.
Page size
Specify the maximum number of rows to fetch from Kafka.
The provider batches read to Kafka to reduce overhead. Instead of fetching a single row from the broker every time a query row is read, the provider will read multiple rows and save them to the resultset. Only the first row read from the resultset must wait for the broker. Later rows can be read out of this buffer directly.
This option controls the maximum number of rows the provider stores on the resultset. Setting this to a higher value will use more memory but requires waiting on the broker less often. Lower values will give lower throughput while using less memory.
Pool Idle Timeout
Specify the allowed idle time for a connection before it is closed. The default value is 60 seconds.
Pool Max Size
The maximum connections in the pool. The default is 100.
Pool Min Size
The minimum number of connections in the pool. The default is 1.
Pool Wait Time
The max seconds to wait for an available connection. The default value is 60 seconds.
Pseudo Columns
This property indicates whether or not to include pseudo columns as columns to the table.
Single Entry Tables
The SOAP tables that are specified will be considered as having one entry per row, even if Workday says they are collections.
SOAP Request Dates
Select the SOAP request dates from the dropdown:
Future Effoective and entry
Future Effective
No Effective
Split Single Value Prompts
Select this checkbox to split lists of prompt values when Workday only allows one.
Table Page Sizes
Specify the table page size to override the default page size when Connection Type is SOAP.
Timeout
Specify the value in seconds until the timeout error is thrown, canceling the operation.
Use Connection Pooling
Select this checkbox to enable connection pooling.
User Defined Views
Specify the file path pointing to the JSON configuration file containing your custom views.
WQL Data Source Filters
Specify the data source filters that the provider uses when querying WQL data sources.
You can set this property to bypass this process for specific data sources. This property accepts a comma-separated list of dataSource=filter values. The data source is the WQL alias of the data source, while the filter is the WQL alias of the filter. These values are displayed on the View Data Source and View Data Source Filter screens respectively.
WSDL URL
Specify the URL to the WSDL. This is applicable only for SOAP API
WSDL Version
Specify the version of the WSDL. This is applicable only for SOAP API
Click Save.
Disable Obfuscate Literals¶
You can hide literal values from queries ingested with query log ingestion and displayed on the Queries tab of a schema and table catalog objects.
Go to General Settings > Obfuscate Literals of the Settings page of your Workday data source and disable the Obfuscate literals toggle.
When enabled, literal values are substituted with placeholder values. Disable this option when you want literal values in queries to be visible to users.
By default, this option is disabled.