Set Up Live Data Query User-as-Self Authentication in Workday
Security:
Set Up: Tenant Setup - Security
and Security Administration
domains in the System functional area.With the user-as-self authentication method, users are prompted to log in to Workday when they attempt a Live Data Query connection. This method enforces Workday's full security model, including row level controls and contextual security, based on the permissions of the user who authorizes the connection.
- Access theRegister API Clienttask in Workday.Complete the task:OptionDescriptionClient NameEnter a unique API client name. Example: lmcneil-ldq-as-self-api-clientClient Grant TypeSelectAuthorization Code Grant.Access Token TypeSelectBearer.Redirection URI
- For Power BI:https://oauth.powerbi.com/views/oauthredirect.html
- For all other systems:https://localhost:8888/callback
Refresh Token Timeout (in days)Keep the default value.Scope (Functional Areas)Select the functional scopes you would like exposed in the catalog to users when they authenticate using user-as-self authentication. For a list of the distinct functional scopes required to provide full access, see the XLSX version of the Data Cloud Catalog.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 DetailsClient ID{Generated client ID}Client Secret{Generated client secret}Token Endpointhttps://{HOST1}/ccx/oauth2/{TENANT}/tokenAuthorization Endpointhttps://{HOST2}/{TENANT}/authorizeIt’s important to save this information now because you won’t be able to view all of it later.
Set up Live Data Query in the partner system or analytics tool of your choice. See step 2 of Get Started with Workday Live Data Query.