Access Paylocity Data as a Remote Oracle Database

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Paylocity ODBC Driver

The Paylocity ODBC Driver is a powerful tool that allows you to connect with live data from Paylocity, directly from any applications that support ODBC connectivity.

Access Paylocity data like you would a database - read, write, and update Paylocity FALSE, etc. through a standard ODBC Driver interface.



Use the Oracle ODBC Gateway and Heterogeneous Services technology to access Paylocity data from your Oracle system.

The Oracle Database Gateway for ODBC and Heterogeneous Services technology enable you to connect to ODBC data sources as remote Oracle databases. This article shows how to use the CData ODBC Driver for Paylocity to create a database link from Paylocity to Oracle and to query Paylocity data through the SQL*Plus tool. You can also create the database link and execute queries from SQL Developer.

Connect to Paylocity as an ODBC Data Source

Information for connecting to Paylocity follows, along with different instructions for configuring a DSN in Windows and Linux environments.

Set the following to establish a connection to Paylocity:

  • RSAPublicKey: Set this to the RSA Key associated with your Paylocity, if the RSA Encryption is enabled in the Paylocity account.

    This property is required for executing Insert and Update statements, and it is not required if the feature is disabled.

  • UseSandbox: Set to true if you are using sandbox account.
  • CustomFieldsCategory: Set this to the Customfields category. This is required when IncludeCustomFields is set to true. The default value for this property is PayrollAndHR.
  • Key: The AES symmetric key(base 64 encoded) encrypted with the Paylocity Public Key. It is the key used to encrypt the content.

    Paylocity will decrypt the AES key using RSA decryption.
    It is an optional property if the IV value not provided, The driver will generate a key internally.

  • IV: The AES IV (base 64 encoded) used when encrypting the content. It is an optional property if the Key value not provided, The driver will generate an IV internally.

Connect Using OAuth Authentication

You must use OAuth to authenticate with Paylocity. OAuth requires the authenticating user to interact with Paylocity using the browser. For more information, refer to the OAuth section in the Help documentation.

The Pay Entry API

The Pay Entry API is completely separate from the rest of the Paylocity API. It uses a separate Client ID and Secret, and must be explicitly requested from Paylocity for access to be granted for an account. The Pay Entry API allows you to automatically submit payroll information for individual employees, and little else. Due to the extremely limited nature of what is offered by the Pay Entry API, we have elected not to give it a separate schema, but it may be enabled via the UsePayEntryAPI connection property.

Please be aware that when setting UsePayEntryAPI to true, you may only use the CreatePayEntryImportBatch & MergePayEntryImportBatchgtable stored procedures, the InputTimeEntry table, and the OAuth stored procedures. Attempts to use other features of the product will result in an error. You must also store your OAuthAccessToken separately, which often means setting a different OAuthSettingsLocation when using this connection property.

Windows

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Note: If you need to modify the DSN or create other Paylocity DSNs, you must use a system DSN and the bitness of the DSN must match your Oracle system. You can access and create 32-bit DSNs on a 64-bit system by opening the 32-bit ODBC Data Source Administrator from C:\Windows\SysWOW64\odbcad32.exe.

Linux

If you are installing the CData ODBC Driver for Paylocity in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData Paylocity Source] Driver = CData ODBC Driver for Paylocity Description = My Description OAuthClientID = YourClientId OAuthClientSecret = YourClientSecret RSAPublicKey = YourRSAPubKey Key = YourKey IV = YourIV

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Set Connection Properties for Compatibility with Oracle

The driver provides several connection properties that streamline accessing Paylocity data just as you would an Oracle database. Set the following properties when working with Paylocity data in SQL*Plus and SQL Developer. For compatibility with Oracle, you will need to set the following connection properties, in addition to authentication and other required connection properties.

  • MapToWVarchar=False

    Set this property to map string data types to SQL_VARCHAR instead of SQL_WVARCHAR. By default, the driver uses SQL_WVARCHAR to accommodate various international character sets. You can use this property to avoid the ORA-28528 Heterogeneous Services data type conversion error when the Unicode type is returned.

  • MaximumColumnSize=4000

    Set this property to restrict the maximum column size to 4000 characters.

  • IncludeDualTable=True

    Set this property to mock the Oracle DUAL table. SQL Developer uses this table to test the connection.

Linux Configuration

In Linux environments, Oracle uses UTF-8 to communicate with the unixODBC Driver manager, whereas the default driver encoding is UTF-16. To resolve this, open the file /opt/cdata/cdata-driver-for-paylocity/lib/cdata.odbc.paylocity.ini in a text editor and set the encoding.

cdata.odbc.paylocity.ini

[Driver] DriverManagerEncoding = UTF-8

Configure the ODBC Gateway, Oracle Net, and Oracle Database

Follow the procedure below to set up an ODBC gateway to Paylocity data that enables you to query live Paylocity data as an Oracle database.

  1. Create the file initmypaylocitydb.ora in the folder oracle-home-directory/hs/admin and add the following setting:

    initmypaylocitydb.ora

    HS_FDS_CONNECT_INFO = "CData Paylocity Sys"
  2. Add an entry to the listener.ora file. This file is located in oracle-home-directory/NETWORK/admin.

    If you are using the Database Gateway for ODBC, your listener.ora needs to have a SID_LIST_LISTENER entry that resembles the following:

    listener.ora

    SID_LIST_LISTENER = (SID_LIST = (SID_DESC = (SID_NAME = mypaylocitydb) (ORACLE_HOME = your-oracle-home) (PROGRAM = dg4odbc) ) )

    If you are using Heterogeneous Services, your listener.ora needs to have a SID_LIST_LISTENER entry that resembles the following:

    listener.ora

    SID_LIST_LISTENER = (SID_LIST = (SID_DESC = (SID_NAME = mypaylocitydb) (ORACLE_HOME = your-oracle-home) (PROGRAM = hsodbc) ) )
  3. Add the connect descriptor below in tnsnames.ora, located in oracle-home-directory/NETWORK/admin:

    tnsnames.ora

    mypaylocitydb = (DESCRIPTION= (ADDRESS=(PROTOCOL=tcp)(HOST=localhost)(PORT=1521)) (CONNECT_DATA=(SID=mypaylocitydb)) (HS=OK) )
  4. Restart the listener.
  5. Test the configuration with the following command:

    tnsping mypaylocitydb
  6. Open SQL*Plus and create the database link with the command below:

    CREATE DATABASE LINK mypaylocitydb CONNECT TO "user" IDENTIFIED BY "password" USING 'mypaylocitydb';

You can now execute queries in SQL*Plus like the one below (note the double quotation marks around the table name):

SELECT * from "Employee"@mypaylocitydb WHERE EmployeeId = '1234';