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Configure a Workday Connection 

Mon September 28, 2020 07:27 PM

 

PREREQUISITE: To configure the connection, a Workday Integration System User (ISU) is needed. For details, click here.

Create and configure a new connection

  1. Open Datalink, and click New Connection.
  2. Select the Workday Connection.
  3. Enter a Connection Name and click Next.
  4. Select the default Apptio-hosted cloud agent.
  5. Enter your Workday source system information:
    • Username: Your Workday Integration System User (ISU) username. For details, click here.
    • Password: Your ISU password.
    • Report REST URL: URL to your Workday custom report. For step-by-step instructions on how to create a Workday custom report, click here
  6. Enter your Apptio Cost Transparency properties information:
    • Instance - Enter your Cost Transparency instance.
    • Domain - Enter your Frontdoor environment.
    • Project - Select your Cost Transparency project.
    • Branch - Optionally, select a branch name to upload data into that branch.
    • Source - Enter the source for your Oracle system.
    • Transform - Select from the following:
      • Append - Add the data to the end of the destination table.
      • Overwrite - Replace the existing data in the table with the new data.
    • Category - Enter the Cost Transparency category for the table.
    • Time Period - Select a time period to upload.
  7. Schedule the connection to run automatically.
  8. Click Complete.

 

Last modified: 9/30/2020
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Next Topic: Workday Connector FAQ  
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