How to integrate UKG Pro HCM with Apache Airflow

Apache Airflow supports the creation, scheduling, and monitoring of data engineering workflows. When paired with the CData API Driver for JDBC, Airflow can work with live UKG Pro HCM data. This article describes how to connect to and query UKG Pro HCM data from an Apache Airflow instance and store the results in a CSV file.

With built-in optimized data processing, the CData JDBC driver offers unmatched performance for interacting with live UKG Pro HCM data. When you issue complex SQL queries to UKG Pro HCM, the driver pushes supported SQL operations, like filters and aggregations, directly to UKG Pro HCM and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze UKG Pro HCM data using native data types.

Configuring the Connection to UKG Pro HCM

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the UKG Pro HCM JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

java -jar cdata.jdbc.api.jar

Fill in the connection properties and copy the connection string to the clipboard.

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.

To host the JDBC driver in clustered environments or in the cloud, you will need a license (full or trial) and a Runtime Key (RTK). For more information on obtaining this license (or a trial), contact our sales team.

The following are essential properties needed for our JDBC connection.

Establishing a JDBC Connection within Airflow

1. Log into your Apache Airflow instance.
2. On the navbar of your Airflow instance, hover over Admin and then click Connections.
3. Next, click the + sign on the following screen to create a new connection.
4. In the Add Connection form, fill out the required connection properties:
   • Connection Id: Name the connection, i.e.: api_jdbc
   • Connection Type: JDBC Connection
   • Connection URL: The JDBC connection URL from above, i.e.: jdbc:api:RTK=5246...;Profile=C:\profiles\UKGProHCM.apip;AuthScheme=Basic;User=your_username;Password=your_password;ProfileSettings='Host=yourcompany.ultipro.com;CustomerAPIKey=your_customer_api_key';)
   • Driver Class: cdata.jdbc.api.APIDriver
   • Driver Path: PATH/TO/cdata.jdbc.api.jar
   
5. Test your new connection by clicking the Test button at the bottom of the form.
6. After saving the new connection, on a new screen, you should see a green banner saying that a new row was added to the list of connections:

Creating a DAG

A DAG in Airflow is an entity that stores the processes for a workflow and can be triggered to run this workflow. Our workflow is to simply run a SQL query against UKG Pro HCM data and store the results in a CSV file.

1. To get started, in the Home directory, there should be an "airflow" folder. Within there, we can create a new directory and title it "dags". In here, we store Python files that convert into Airflow DAGs shown on the UI.
2. Next, create a new Python file and title it ukg pro hcm_hook.py. Insert the following code inside of this new file:

   	import time
   	from datetime import datetime
   	from airflow.decorators import dag, task
   	from airflow.providers.jdbc.hooks.jdbc import JdbcHook
   	import pandas as pd
   
   	# Declare Dag
   	@dag(dag_id="ukg pro hcm_hook", schedule_interval="0 10 * * *", start_date=datetime(2022,2,15), catchup=False, tags=['load_csv'])
   	
   	# Define Dag Function
   	def extract_and_load():
   	# Define tasks
   		@task()
   		def jdbc_extract():
   			try:
   				hook = JdbcHook(jdbc_conn_id="jdbc")
   				sql = """ select * from Account """
   				df = hook.get_pandas_df(sql)
   				df.to_csv("/{some_file_path}/{name_of_csv}.csv",header=False, index=False, quoting=1)
   				# print(df.head())
   				print(df)
   				tbl_dict = df.to_dict('dict')
   				return tbl_dict
   			except Exception as e:
   				print("Data extract error: " + str(e))
               
   		jdbc_extract()
       
   	sf_extract_and_load = extract_and_load()
   

3. Save this file and refresh your Airflow instance. Within the list of DAGs, you should see a new DAG titled "ukg pro hcm_hook".
4. Click on this DAG and, on the new screen, click on the unpause switch to make it turn blue, and then click the trigger (i.e. play) button to run the DAG. This executes the SQL query in our ukg pro hcm_hook.py file and export the results as a CSV to whichever file path we designated in our code.
5. After triggering our new DAG, we check the Downloads folder (or wherever you chose within your Python script), and see that the CSV file has been created - in this case, account.csv.
6. Open the CSV file to see that your UKG Pro HCM data is now available for use in CSV format thanks to Apache Airflow.

More Information & Free Trial

Download a free, 30-day trial of the CData API Driver for JDBC and start working with your live UKG Pro HCM data in Apache Airflow. Reach out to our Support Team if you have any questions.