ICF 1.5.20.21

Workday connector

Workday is a multi-tenant Software-as-a-Service (SaaS) application. The Workday connector lets you synchronize user accounts between IDM and Workday’s cloud-based HR system.

The connector supports reconciliation of users and organizations from Workday to an IDM repository, liveSync of users from Workday to IDM, and updating users in a Workday system.

To use the connector, you need a Workday instance with the required permissions and a set of credentials to access the instance, including the username, password, tenant name, and host name.

Install the Workday connector

You can download any connector from Backstage, but some come bundled with Identity Cloud, IDM, or RCS by default. When using a bundled connector, you can skip installing it and move directly to configuration.

Bundle availability
Connector Identity Cloud IDM RCS

Workday

Yes

No

No

Download the connector .jar file from Backstage.

  • If you are running the connector locally, place it in the /path/to/openidm/connectors directory, for example:

    mv ~/Downloads/workday-connector-1.5.20.18.jar /path/to/openidm/connectors/

  • If you are using a remote connector server (RCS), place it in the /path/to/openicf/connectors directory on the RCS.

Configure the Workday connector

Create a connector configuration using the IDM admin UI:

  1. From the navigation bar, click Configure > Connectors.

  2. On the Connectors page, click New Connector.

  3. On the New Connector page, type a Connector Name.

  4. From the Connector Type drop-down list, select Workday Connector - 1.5.20.18.

  5. Complete the Base Connector Details.

    For a list of all configuration properties, refer to Workday Connector Configuration

  6. Click Save.

When your connector is configured correctly, the connector displays as Active in the admin UI.

Refer to this procedure to create a connector configuration over REST.

Alternatively, copy the sample configuration file /path/to/openidm/samples/example-configurations/provisioners/provisioner.openicf-workday.json to your project’s conf/ directory, and set enabled to true. Edit the configurationProperties to specify the connection to the Workday instance, for example:

"configurationProperties" : {
    "hostname" : "example.workday.net",
    "tenant" : "example-tenant",
    "username" : "admin",
    "password" : "Passw0rd",
    ...
}

Set at least the following properties:

hostname

The fully qualified name of the Workday instance. The connector uses the hostname to construct the endpoint URL.

tenant

The tenant to which you are connecting. The connector uses the tenant name to construct the endpoint URL, and the complete username (in the form username@tenant).

username

The username used to log in to the Workday instance. Do not specify the complete username including the tenant. The connector constructs the complete username.

password

The password used to log in to the Workday instance.

connectionTimeout

The timeout (in milliseconds) that the connector should wait for a request to be sent to the Workday instance. The default timeout is 60000ms or one minute. Requests that take longer than a minute throw an exception.

receiveTimeout

The timeout (in milliseconds) that the connector waits to receive a response. The default timeout is 60000ms or one minute. Because the Workday can be slow, and the amount of information returned can be very large, you should set this parameter carefully to avoid unnecessary timeouts.

Check that the connector is retrieving the exact data that you need.

The configurationProperties also specify the data that the connector should retrieve with a number of boolean include... and exclude... properties. These properties can be divided as follows:

Worker types

By default, all worker types are retrieved. Use any the following settings to exclude specific worker types:

  • excludeContingentWorkers - exclude contingent workers from query results, false by default.

  • excludeEmployees - exclude regular employees from query results, false by default.

  • excludeInactiveWorkers - exclude inactive workers from query results, false by default.

Specific worker data

These parameters specify the properties to return for every included worker type. For performance reasons, set all of these to false initially, and then include only the necessary properties.

Properties List

  • includeWorkerDocuments

  • includeDevelopmentItems

  • includeRoles

  • includeQualifications

  • includeTransactionLogData

  • includeCareer

  • includeContingentWorkerTaxAuthorityFormInformation

  • includeUserAccount

  • includeFeedbackReceived

  • includeEmployeeContractData

  • includeSkills

  • includeAccountProvisioning

  • includeGoals

  • includeSuccessionProfile

  • includeBackgroundCheckData

  • includeEmployeeReview

  • includeManagementChainData

  • includeOrganizations

  • includePhoto

  • includeRelatedPersons

  • includeBenefitEligibility

  • includeTalentAssessment

  • includeBenefitEnrollments

  • includeCompensation

Specific organizational data

Included in the data of each worker is the organization to which the user belongs. If you have set includeOrganizations to true, you can specify the organizational data that should be excluded from the query response. By default, all organizational data is included. To exclude data from a response, set its corresponding property to true. For performance reasons, set all of these to true initially, and then include only the necessary properties.

Properties List

  • excludeCompanies

  • excludeBusinessUnits

  • excludeCustomOrganizations

  • excludeMatrixOrganizations

  • excludeGiftHierarchies

  • excludeCostCenterHierarchies

  • excludeGrants

  • excludeProgramHierarchies

  • excludeFunds

  • excludeOrganizationSupportRoleData

  • excludeGifts

  • excludeBusinessUnitHierarchies

  • excludeCostCenters

  • excludePrograms

  • excludeSupervisoryOrganizations

  • excludeRegionHierarchies

  • excludeTeams

  • excludeLocationHierarchies

  • excludeRegions

  • excludePayGroups

  • excludeFundHierarchies

  • excludeGrantHierarchies

For information about all the configurable properties for this connector, refer to Workday Connector Configuration.

Workday remote connector

If you want to run this connector outside of Identity Cloud or IDM, you can configure the Workday connector as a remote connector. Java Connectors installed remotely on a Java Connector Server function identically to those bundled locally within Identity Cloud or installed locally on IDM.

You can download the Workday connector from here.

Refer to Remote connectors for configuring the Workday remote connector.

Test the Workday connector

When your connector is configured correctly, test its status by running the following command:

curl \
--header "X-OpenIDM-Username: openidm-admin" \
--header "X-OpenIDM-Password: openidm-admin" \
--header "Accept-API-Version: resource=1.0" \
--request POST \
"http://localhost:8080/openidm/system?_action=test"
[
  {
    "name": "workday",
    "enabled": true,
    "config": "config/provisioner.openicf/workday",
    "connectorRef": {
      "bundleVersion": "[1.5.0.0,1.6.0.0)",
      "bundleName": "org.forgerock.openicf.connectors.workday-connector",
      "connectorName": "org.forgerock.openicf.connectors.workday.WorkdayConnector"
    },
    "displayName": "Workday Connector",
    "objectTypes": [
      "employee",
      "__ALL__"
    ],
    "ok": true
  }
]

A status of "ok": true indicates that the connector can contact the Workday instance.

To retrieve the workers in the Workday system, run the following command:

curl \
--header "X-OpenIDM-Username: openidm-admin" \
--header "X-OpenIDM-Password: openidm-admin" \
--header "Accept-API-Version: resource=1.0" \
--request GET \
"http://localhost:8080/openidm/system/workday/employee?_queryId=query-all-ids"
{
  "result": [
    {
      "_id": "3aa5550b7fe348b98d7b5741afc65534",
      "employeeID": "21001"
    },
    {
      "_id": "0e44c92412d34b01ace61e80a47aaf6d",
      "employeeID": "21002"
    },
    {
      "_id": "3895af7993ff4c509cbea2e1817172e0",
      "employeeID": "21003"
    },
    ...
  ]
}

The first time the connector retrieves the employees from the Workday system, the following warning, which you can safely ignore, might display in the console:

WARNING: Default key managers cannot be initialized: Invalid keystore format
java.io.IOException: Invalid keystore format

To retrieve a specific user, include the user’s ID in the URL. For example:

curl \
--header "X-OpenIDM-Username: openidm-admin" \
--header "X-OpenIDM-Password: openidm-admin" \
--header "Accept-API-Version: resource=1.0" \
--request GET \
"http://localhost:8080/openidm/system/workday/employee/3aa5550b7fe348b98d7b5741afc65534"

Reconcile users from Workday to IDM

To reconcile users from Workday to IDM, set up a mapping between Workday and IDM managed users.

When you have created a mapping, run reconciliation using the admin UI or with a REST call similar to the following:

curl \
--header "X-OpenIDM-Username: openidm-admin" \
--header "X-OpenIDM-Password: openidm-admin" \
--header "Accept-API-Version: resource=1.0" \
--request POST \
"http://localhost:8080/openidm/recon?_action=recon&mapping=systemWorkdayEmployee_managedUser&waitForCompletion=true"
{
  "_id": "db2bc7f4-e9a8-4315-9dd1-e2cdcd85ae6e-33099",
  "state": "SUCCESS"
}

Update users in the Workday system

The connector supports updates to system users only for the following properties:

  • Account credentials (username and password)

  • email

  • mobile (telephone number)

The following command updates a user’s mobile number:

curl \
--header "X-OpenIDM-Username: openidm-admin" \
--header "X-OpenIDM-Password: openidm-admin" \
--header "Accept-API-Version: resource=1.0" \
--header "Content-type: application/json" \
--request PATCH \
--data '[
  {
    "operation": "replace",
    "field": "mobile",
    "value": "+1 (415) 859-4366"
  }
]' \
"http://localhost:8080/openidm/system/workday/employee/3aa5550b7fe348b98d7b5741afc65534"

Implementation specifics

For PATCH requests, a connector can potentially add, remove, or replace an attribute value. The Workday connector does not implement the add or remove operations, so a PATCH request always replaces the entire attribute value with the new value.

OpenICF Interfaces Implemented by the Workday Connector

The Workday Connector implements the following OpenICF interfaces. For additional details, see ICF interfaces:

Schema

Describes the object types, operations, and options that the connector supports.

Script on Connector

Enables an application to run a script in the context of the connector.

Any script that runs on the connector has the following characteristics:

  • The script runs in the same execution environment as the connector and has access to all the classes to which the connector has access.

  • The script has access to a connector variable that is equivalent to an initialized instance of the connector. At a minimum, the script can access the connector configuration.

  • The script has access to any script arguments passed in by the application.

Search

Searches the target resource for all objects that match the specified object class and filter.

Sync

Polls the target resource for synchronization events, that is, native changes to objects on the target resource.

Test

Tests the connector configuration.

Testing a configuration checks all elements of the environment that are referred to by the configuration are available. For example, the connector might make a physical connection to a host that is specified in the configuration to verify that it exists and that the credentials that are specified in the configuration are valid.

This operation might need to connect to a resource, and, as such, might take some time. Do not invoke this operation too often, such as before every provisioning operation. The test operation is not intended to check that the connector is alive (that is, that its physical connection to the resource has not timed out).

You can invoke the test operation before a connector configuration has been validated.

Update

Updates (modifies or replaces) objects on a target resource.

Workday Connector Configuration

The Workday Connector has the following configurable properties:

Worker Response Configuration Properties

Property Type Default Encrypted(1) Required(2)

includeManagementChainDataForWorkers

Boolean

true

No

Indicates if the Management Chain Data element is included in the response.

includeOrganizationsForWorkers

Boolean

true

No

Indicates if the Organization Data element is included in the response.

includePersonalInformationForWorkers

Boolean

true

No

Indicates if the Personal Data element is included in the response.

excludeCostCentersForWorkers

Boolean

false

No

Excludes the cost centers from the Organization Data element response. This can only be selected when the Include Organization Data boolean is also selected.

excludeCustomOrganizationsForWorkers

Boolean

true

No

Excludes the custom organizations from the Organization Data element response. This can only be selected when the Include Organization Data boolean is also selected.

includeRolesForWorkers

Boolean

false

No

Indicates if the Role Data element is included in the response.

excludeMatrixOrganizationsForWorkers

Boolean

true

No

Excludes the matrix organizations from the Organization Data element response. This can only be selected when the Include Organization Data boolean is also selected.

includeEmploymentInformationForWorkers

Boolean

true

No

Indicates if the Employment Data element is included in the response.

includeAccountProvisioningForWorkers

Boolean

false

No

Indicates that Account Provisioning Data will be included in the web service response.

excludeBusinessUnitHierarchiesForWorkers

Boolean

true

No

Excludes the business unit hierarchies from the Organization Data element response. This can only be selected when the Include Organization Data boolean is also selected.

includeRelatedPersonsForWorkers

Boolean

false

No

Indicates if the Related Person Data element is included in the response.

includePhotoForWorkers

Boolean

false

No

Indicates if the Photo Data element is included in the response.

excludeSupervisoryOrganizationsForWorkers

Boolean

true

No

Excludes the supervisory organizations from the Organization Data element response. This can only be selected when the Include Organization Data boolean is also selected.

excludeTeamsForWorkers

Boolean

false

No

Excludes the teams from the Organization Data element response. This can only be selected when the Include Organization Data boolean is also selected.

includeTransactionLogDataForWorkers

Boolean

true

No

Indicates if the Transaction Log Data element is included in the response.

excludeCompaniesForWorkers

Boolean

false

No

Excludes the company organizations from the Organization Data element response. This can only be selected when the Include Organization Data boolean is also selected.

excludeBusinessUnitsForWorkers

Boolean

false

No

Excludes the Business Units from the Organization Data element response. This can only be selected when the Include Organization Data boolean is also selected.

includeEmployeeContractDataForWorkers

Boolean

false

No

Indicates if the Employee Contract element is included in the response.

includeUserAccountForWorkers

Boolean

true

No

Indicates that User Account Data will be included in the web service response.

excludeRegionsForWorkers

Boolean

false

No

Excludes the regions from the Organization Data element response. This can only be selected when the Include Organization Data boolean is also selected.

includeMultipleManagersInManagementChainDataForWorkers

Boolean

false

No

If set to true, multiple managers in the management chain data are returned.

includeAdditionalJobsForWorkers

Boolean

false

No

If true, the data for Additional Jobs and International Assignments is included in the response.

(1) Whether the property value is considered confidential, and is therefore encrypted in IDM.

(2) A list of operations in this column indicates that the property is required for those operations.

Organization Response Configuration Properties

Property Type Default Encrypted(1) Required(2)

includeStaffingRestrictionsDataForOrganizations

Boolean

false

No

Indicates whether the Staffing Restrictions Data element is included in the response.

includeSupervisoryDataForOrganizations

Boolean

false

No

Indicates whether the Supervisory Data element is included in the response.

includeHierarchyDataForOrganizations

Boolean

false

No

Indicates whether the Hierarchy Data element is included in the response.

includeRolesDataForOrganizations

Boolean

false

No

Indicates whether the Roles Data element is included in the response.

(1) Whether the property value is considered confidential, and is therefore encrypted in IDM.

(2) A list of operations in this column indicates that the property is required for those operations.

Basic Configuration Properties

Property Type Default Encrypted(1) Required(2)

hostname

String

null

Yes

The hostname for the Workday service. Example: https://[workday hostname]/ccx/service/[workday tenant]/. You need to configure the bracketed Workday hostname and tenant name to successfully connect to the proper instance.

tenant

String

null

Yes

The tenant in URL for the Workday service. For example: https://[workday hostname]/ccx/service/[workday tenant]/. You need to configure the bracketed Workday hostname and tenant name to successfully connect to the proper instance.

username

String

null

Yes

The user name for logging into the Workday service. It will be concatenated with the tenant name (user@tenant)

password

GuardedString

null

Yes

Yes

The user password for logging into the Workday service

excludeInactiveWorkers

boolean

false

No

Excludes terminated employees or contingent workers whose contracts have ended from the query response (defaults to false).

excludeContingentWorkers

boolean

false

No

Excludes contingent workers from the query response.

excludeEmployees

boolean

false

No

Excludes employees from the query response.

connectionTimeout

int

30

No

Specifies the amount of time, in seconds, that the client will attempt to establish a connection before it times out. The default is 30 seconds). Set to 0 for no timeout.

receiveTimeout

int

60

No

Specifies the amount of time, in seconds, that the client will wait for a response before it times out. The default is 60. Set to 0 for no timeout.

pageSize

long

100

No

Sets the page size used for search operations (defaults to 100).

proxyHost

String

null

No

If defined, the connection to Workday goes through this HTTP proxy server.

proxyPort

int

8080

No

The HTTP proxy server port number (defaults to 8080).

xslTransformer

File

null

No

The file path to the XSL File to get the custom attributes.

asOfEffectiveDate

String

null

No

Optional configuration of Response_Filter/As_Of_Effective_Date element. Valid values are: Date (http://www.w3.org/TR/xpath-functions/#date-time-values http://www.w3.org/TR/xmlschema-2/#dateTime-order) or Duration (http://www.w3.org/TR/xpath-functions/#dt-dayTimeDuration). If set to Duration, the effective date is calculated as current date + duration.

effectiveFrom

String

null

No

Sets the Get_Workers_Request/Request_Criteria/Transaction_Log_Criteria_Data/Transaction_Date_Range_Data/Effective_From for every outbound query request. Valid value could be Date (http://www.w3.org/TR/xpath-functions/#date-time-values http://www.w3.org/TR/xmlschema-2/#dateTime-order) or string Today representing the current time of the request.

effectiveThrough

String

null

No

Sets the Get_Workers_Request/Request_Criteria/Transaction_Log_Criteria_Data/Transaction_Date_Range_Data/Effective_Through for every outbound query request. Valid value could be Date (http://www.w3.org/TR/xpath-functions/#date-time-values http://www.w3.org/TR/xmlschema-2/#dateTime-order) or Duration (http://www.w3.org/TR/xpath-functions/#dt-dayTimeDuration).

externalFieldAndParameterCriteria

String[]

[]

No

A list of external fields to add to the search/query criteria.

(1) Whether the property value is considered confidential, and is therefore encrypted in IDM.

(2) A list of operations in this column indicates that the property is required for those operations.

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