Build UKG Pro HCM-Connected Apps in Choreo

Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI to connect to UKG Pro HCM Data from Choreo and build custom apps using live UKG Pro HCM data.

The Choreo platform from WS02 is a versatile platform designed for low-code and cloud-native engineering. Developers, even those without advanced coding skills, can leverage Choreo's user-friendly low-code environment to simplify application development. When combined with CData Connect AI, users gain immediate cloud-to-cloud access to UKG Pro HCM data for applications. This article details the process of connecting to UKG Pro HCM using Connect AI and building an application with real-time access to UKG Pro HCM data within Choreo.

CData Connect AI delivers a pure cloud-to-cloud interface for UKG Pro HCM, enabling you to construct applications within Choreo that utilize live UKG Pro HCM data data, all without the need for data replication to a natively supported database. With its built-in optimized data processing capabilities, CData Connect AI efficiently directs all supported SQL operations, including filters and JOINs, directly to UKG Pro HCM, capitalizing on server-side processing to swiftly provide the requested UKG Pro HCM data.

Configure UKG Pro HCM Connectivity for Choreo

Connectivity to UKG Pro HCM from Choreo is made possible through CData Connect AI. To work with UKG Pro HCM data from Choreo, we start by creating and configuring a UKG Pro HCM connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "UKG Pro HCM" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to UKG Pro HCM.

    Start by setting the Profile connection property to the location of the UKGProHCM Profile on disk (e.g. C:\profiles\UKGProHCM.apip). Next, set the ProfileSettings connection property to the connection string for UKGProHCM (see below).

    UKGProHCM API Profile Settings

    UKG Pro HCM uses Basic authentication combined with a customer API key to authorize access to the API. To connect, you will need your UKG Pro HCM credentials and a customer API key issued by UKG.

    Set the following connection properties to authenticate:

    • AuthScheme: Set this to Basic.
    • User: Set this to your UKG Pro HCM username.
    • Password: Set this to your UKG Pro HCM password.
    • ProfileSettings: Set this to a semicolon-separated list containing:
      • Host: Your UKG Pro HCM tenant hostname (e.g., yourcompany.ultipro.com).
      • CustomerAPIKey: Your UKG customer API key. This is passed as the US-CUSTOMER-API-KEY request header on each API call.

    To obtain your customer API key, contact your UKG Pro HCM administrator or refer to the UKG Developer Portal at https://developer.ukg.com.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add UKG Pro HCM Connection page and update the User-based permissions. Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to UKG Pro HCM data from Choreo.

Connect to UKG Pro HCM from Choreo

The steps below outline connecting to CData Connect AI from Choreo to create a new application with access to live UKG Pro HCM data.

Creating a Construct

  1. Sign in to the Choreo platform. Note: This article is from the perspective of an Anonymous user. Displaying Choreo landing page
  2. Select Components from the left sidebar and then click +Create. Next, choose Manual Trigger and then Start from scratch. Selecting manual trigger
  3. Give the manual trigger a Name and Description and click Create. Creating manual trigger
  4. After the trigger is created, click on Edit Code. Clicking Edit Code
  5. The Ballerina Low-Code IDE is displayed. Choreo automatically generates a construct in the low-code diagram view. Delete this construct by highlighting it and clicking on the trashcan icon. Showing Ballerina Low-Code IDE
  6. Click the + icon towards the top of the screen and select Main from the Add Constructs toolbar on the right. In the following Function Configuration form, click Save. Adding a Construct

Adding the CData Connect AI Connector

  1. Click the + icon between the Start and End ellipses and click Connector.
  2. Adding a Connector
  3. In the Connectors sidebar on the right, search for "CData". Click CData Connect to open the Connector settings pane.
  4. Searching for CData Connector
  5. In the Connector settings pane, enter the configuration settings:
    • Enter an Endpoint Name for your use. In this example, we use "connectEndpoint".
    • In the User field, enter the email address of the CData Connect AI user, wrapped in quotation marks (for example, "[email protected]").
    • In the Password field, enter the PAT you generated earlier, wrapped in quotation marks (for example, "SampleToken").
  6. Configuring an endpoint
  7. After clicking Save, the low-code editor appears with the CData Connect AI logo.
  8. Displaying the new CData connector

Adding a Query Action

  1. Click the + icon between the new and end shapes, select Action, and then select our existing connector endpoint.
  2. Creating an Action
  3. Select query for the connector Operation. There is now an Action pane on the right.
  4. Showing Action pane
  5. Enter a SQL query to retrieve UKG Pro HCM data as the sqlQuery parameter for the query. For example:
    
    			SELECT * FROM API1.API.UserDetails LIMIT 10
    		
    • When writing the query, be sure to specify the Connection Name as the catalog and Data Source Name as the schema. For example, API1.API.
    • These parameters appear on the Connections page of your CData Connect AI dashboard.

Iterating over UKG Pro HCM Data

  1. Click the Show Source icon in the top right of the code editor.
  2. Add an import statment to import the ballerina/io library:
    		
    		import ballerina/io;
    	
  3. Next, add a from statement after the query action to iterate through the results of the SQL query:
  4. 		
    		check from record{} result in resultStream
    		do {
    			io:println("Full UserDetails details: ", result);
    		};
    	
  5. The code for the construct will now look similar to this:
  6. 			
    			import ballerinax/cdata.connect;
    			import ballerinax/cdata.connect.driver as _;
    			import ballerina/io;
    
    			public function main() returns error? {
    				connect:Client connectEp = check new (user = "connect_cloud_username", password="connect_cloud_pat");
    
    				stream<record {}, error=""?> resultStream =
    				connectEp->query(sqlQuery = `SELECT * FROM API1.API.UserDetails LIMIT 10`);
    
    				check from record{} result in resultStream
    				do {
    					io:println("Full UserDetails details: ", result);
    				};
    			}
    		
  7. Click Save to save the action. The diagram should now look similar to this:
  8. Displaying the new endpoint in Ballerina

Deploying the Program

Once you have added all of your desired actions to your program, follow these steps:

  1. Commit and push your final source code in the web editor and sync those changes with the Choreo platform.
  2. Click Deploy in the left navigation bar of the Choreo Console.
  3. Under Build Area, click Configure & Deploy to deploy your program.
  4. When prompted, enter the same CData Connect AI username and password that you used earlier and click Deploy.
  5. Deploying the program

You have now created an application with access to live UKG Pro HCM data in Choreo.

Get CData Connect AI

For more information about using Choreo with CData Connect AI, see the CData Connect Ballerina Guide. To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!

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