Using a Web Services Transformation to Get Employee Details from Workday

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1 Using a Web Services Transformation to Get Employee Details from Workday Copyright Informatica LLC 2016, Informatica, the Informatica logo, and Informatica Cloud are trademarks or registered trademarks of Informatica LLC in the United States and many jurisdictions throughout the world. A current list of Informatica trademarks is available on the web at

2 Abstract You can use Workday V2 Connector to connect to Workday from Informatica Cloud. This article describes how to use Workday V2 Connector in a Web Service transformation in Informatica Cloud to archive employee details from Workday. Supported Versions Informatica Cloud Fall 2016 Table of Contents Overview Workday V2 Operations from a Web Service Transformation Web Services Transformation Example Using Workday V2 Connector Create a Workday V2 Connection to Connect to Workday Create a Workday Business Service Configure a Mapping to Archive Employee Details from Workday... 5 Overview You can use Workday V2 Connector from a Web Services transformation within a Mapping Configuration task to connect to Workday from Informatica Cloud. You can interact with the Workday service to perform operations on nonrelational hierarchical data. Workday is an on-demand cloud-based Enterprise Resource Application that includes financial management and human capital management applications. Workday exposes the web service API, which the Secure Agent uses to perform integration tasks through the SOAP protocol. With Workday V2 connection, you can access all the services and operations supported for the SOAP-based web service version in Workday. When you perform an operation within Informatica Cloud, you can convert the hierarchical data structure for data retrieved from Workday to a relational format before you write to relational tables. You can also convert the relational format to hierarchical format before you write data from relational sources to Workday. Workday V2 Operations from a Web Service Transformation You can use Workday V2 Connector from a Web Services transformation within a Mapping Configuration task to perform read or write operations in Workday. When you use Workday V2 Connector in a Web Services transformation, you create a business service, associate a Workday V2 connection, and the required Workday read or write operation for the business service. Configure the Web Services transformation in the Mapping Designer and associate the business service to it. When you run the mapping, the Web Services transformation connects to the web service application as a web service client to access, transform, or deliver data. The Web Services transformation constructs a Workday request based on the source data that you pass, sends the request to Workday, and gets a corresponding response from Workday before you write to the target. In the Web Services transformation, you select elements that you want from the response structure to write to the configured target. The web service client request and the web service response are SOAP messages, which contain hierarchical data, such as data that follows an XML schema. 2

3 Web Services Transformation Example Using Workday V2 Connector You are a human resources administrator and you want to get details of employees who left the organization in the past month. The employee details are stored in Workday. You search for employees in Workday based on the employee ID and archive their details to a flat file. Configure a Mapping Configuration task to archive the details from Workday to a flat file. To create a request to Workday by using the Web Services transformation, perform the following steps: 1. Create a Workday V2 connection with Human Resources as the module name and version v25.0 configured in the connection properties. You must also have a flat file connection to archive the employee data. 2. Define a business service to specify the configured Workday V2 connection and to add the operation to the Web Services transformation in the Mapping Designer. 3. Configure a mapping in the Mapping Designer. 4. Use a Web Services transformation in the mapping and associate the business service to the transformation. 5. Add the mapping to a Mapping Configuration task and run the task to read data from Workday and write to a flat file. Create a Workday V2 Connection to Connect to Workday Create a Workday V2 connection to read data from Workday. You can create the connection from the Design Home page in the Process Designer. 1. Select New > Connection. 2. Select Workday V2 as the connection type. 3. Enter a name and description for the connection. 4. Enter the run-time environment on which the connection must run. 5. Enter the Workday V2 connection properties. Verify that you select Human Resources as the Module name and specify the WSDL version in the connection properties. 3

4 The following image shows the configured Workday V2 connection: 6. Test and save the connection. Create a Workday Business Service When you create a Workday business service, select the Workday V2 connection associated with the Human Resources Workday module. Select Get_Workers as the operation for the Web Service that you want to perform in the Workday module. 1. Select Configure > Business Services. 2. Click New. 3. Enter a name WDAY_GetWorkers_ec2 and description for the business service. 4. Select the configured Workday V2 connection. 5. Click Select Operation, and then select the Get_Workers operation, and click Select. 6. Click OK. The business service is created and appears in the Business Services page. 4

5 Configure a Mapping to Archive Employee Details from Workday Configure a mapping in the Mapping Designer to include a Web Services transformation. Provide the required employee reference ID and type as input fields in a flat file to the web service to perform the operation. 1. Create a mapping and provide a name _m_wday_webservice_getworkers and a description in the general properties. The following image shows the Workday V2 Connector configured in a Web Services transformation in a mapping: 2. Add the Source transformation FF_WDAY_GetWorkers and specify a flat file connection and source object Get_Workers.csv file to provide inputs to the web service operation. Verify that the flat file contains employee information such as Worker_Reference_ID and Worker_Reference_Type fields that you want to pass to Workday to extract the details. 3. Add the Web Services transformation WDAY_WebServices. Configure the following tasks: a. Click the Web Service tab and select the configured Workday business service WDAY_GetWorkers_ec2 with the Get_Workers operation. b. Draw a link to connect the Source transformation to the Web Services transformation. c. Click the Request Mapping tab to map the incoming worker reference ID and type fields with the ID and type fields in the request structure. The following image shows the mapped incoming fields with the request structure: 4. Click the Response Mapping tab and select the output fields that you want from the response structure form Workday for the GetWorkers operation. 5

6 The following image shows the selected output fields from the response structure that you want to write to the target: 5. Add two Sorter transformations to sort the master and detail data obtained from the Web Services transformation. Specify the PK and FK fields as sort conditions and configure each sort field to sort in ascending order: The Sorter transformation Name_Data sorts the master data, which contains First_name, Last_Name, PK_Worker, Worker_Reference_ID, and Worker_Reference_Type by the PK_Worker field. The Sorter transformation Phone_Data sorts the phone data, such as FK_Worker, Phone_Extension, Phone_Number, Worker_Reference_ID, and Worker_Reference_Type by the FK_Worker field. 6. Add a Joiner transformation WDAY_Joiner to join the master and detail data. Configure the following tasks: a. Specify the following Join condition for the Master, Operator, and Detail fields: NameData_PK_Worker = Phdata_FK_Worker. b. Select Sorted Input in the advanced properties of the Joiner transformation. 7. Add the Target transformation FF_WorkersData and specify the flat file connection and target object WebService_WokerData.csv. When you add the mapping to a Mapping Configuration task and run the task, Workday V2 Connector connects to Workday and gets the employee details based on the input ID values in the source object and writes them to the flat file. Author Dimple Rai Senior Technical Writer Acknowledgements Thanks to Priya Y. N. for her help in completing this article. 6