Set Up Live Data Query ISU Authentication in Workday
- Determine the required Integration System User (ISU) accounts you need for Live Data Query.Things to consider:
- ISUs can be configured with unique table and column access controls based on their security group membership.
- A unique ISU will likely be required for each unique configurable security combination. Example: If all downstream systems require access to all data, one ISU is sufficient. If some use cases require general information (such as secured to ‘Public Reporting’) and others require privileged information, two or more ISUs will likely be necessary.
- For each ISU, determine the security group and which domains to grant. Use the Domain column in the Data Cloud Catalog to identify domains for the tables and fields the ISU must access. The required group type isIntegration System Security Group (unconstrained).
- Generate the public and private key. See Generate Public and Private Keys for Workday Live Data Query.
Authenticating your Live Data Query connection with an ISU allows the external system to authenticate as a dedicated, non-person system account.
Access to data is limited by the security permissions configured for the ISU, ensuring the connection can only access the specific tables and columns it is authorized to see.
- Access theCreate Integration System Usertask.Security:Integration Securitydomain in the Integration functional area.If an ISU has already been created for this purpose, skip this step.For each ISU needed for your use case, complete the task:
Option Description User NameEnter a unique ISU user name.New PasswordNew Password VerifySet a password.Require New Password at Next Sign InDon’t select the check box.Session Timeout MinutesKeep the value at zero to prevent the integration system user session from expiring.Do Not Allow UI SessionsSelect the check box. - ClickOK.
- Access theCreate Security Grouptask.Security:Security Configurationdomain in the System functional area.If you're using an existing unconstrained integration system security group, skip this step.For each ISU needed for your use case, complete the task:
Option Description Type of Tenanted Security GroupIntegration System Security Group (Unconstrained)NameEnter a unique group name based on your naming conventions.Integration System UsersAdd the ISU user(s).ClickOK.If you make security group changes after the client connection has been established, subsequent permission changes might take up to 15 minutes to propagate before users can access newly authorized tables or columns. - For each ISU security group, grant the View Only report/task permission on the required domains. Use the Domain column in the Data Cloud Catalog to identify domains for the tables and fields the ISU must access.To mass update security policies for a security group, run theMaintain Permissions for Security Grouptask. For details, see Maintain Security Group Permissions.
- Access theActivate Pending Security Policy Changestask.Security:Security Configurationdomain in the System functional area.
- Add an appropriate comment and clickOK.
- Review the changes, check theConfirmcheck box, and clickOK.
The security domain permissions and user security groups are now active. - Access theRegister API Clienttask.Security:Set Up: Tenant Setup - SecurityandSecurity Administrationdomains in the System functional area.Complete the task:
Option Description Client NameEnter a unique API client name.Client Grant TypeSelect Jwt Bearer Grant.x509 CertificateIf you have an existing x509 certificate, select it from the drop-down list.To create a new one, select the Create x509 Public key option from the drop-down list. Provide a name and add the public key.For information about the public key, see Generate Public and Private Keys for Workday Live Data Query.Integration System UserAdd the ISU user.ScopeSelect any value. This field is required but not utilized by LDQ ISU authentication.Include Workday Owned ScopeSelect the check box. - ClickOK.TheRegister API Clienttask displays the API Client information.
- Save the API Client information from theRegister API Clientpage.You’ll need this information to configure Workday connector properties in the partner platform:InformationExample or DetailsToken Endpointhttps://{HOST1}/ccx/oauth2/{TENANT}/tokenIntegration System Userdemo-isuClient IDMThmMWI3YWEtZDZjMS00MzRmLTliZWBeMzg4ZjI2NmI1MjFl4
Set up Live Data Query in the partner system or analytics tool of your choice. See the
External Client Setup
section of Get Started with Workday Live Data Query.