Feed UKG Pro HCM Data into FineReport

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
How to set UKG Pro HCM data as a JDBC data source in FineReport.

The CData JDBC Driver for UKG Pro HCM fully implements the JDBC standard and can provide UKG Pro HCM data connectivity to a wide variety of BI, reporting, and ETL tools and custom applications. In this article, we explain how to set UKG Pro HCM data as JDBC data source in FineReport and view UKG Pro HCM data as a table in the Report Designer.

Set Up a JDBC Data Source of UKG Pro HCM Data

Follow the instruction below to set UKG Pro HCM data as a FineReport database connection.

  1. Copy the cdata.jdbc.api.jar file from the lib folder in the CData JDBC Driver for UKG Pro HCM installation directory to the lib folder of the FineReport installation directory. You will need to copy the cdata.jdbc.api.lic file as well.
  2. From the Server tab, select Define Data Connection, click to add a new connection, and click JDBC.
  3. FineReport Server Tab (Salesforce is shown.)

Next we will set up the data connection definition in the window.

  1. Database: Others
  2. JDBC Driver: cdata.jdbc.api.APIDriver
  3. URL: A standard JDBC connection string using semicolon-separated connection properties.

    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.

    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.

    Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)

    When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

    A typical JDBC URL is below:

    
        jdbc:api:Profile=C:\profiles\UKGProHCM.apip;AuthScheme=Basic;User=your_username;Password=your_password;ProfileSettings='Host=yourcompany.ultipro.com;CustomerAPIKey=your_customer_api_key';
      
  4. FineReport data connection definition window (Salesforce is shown.)
  5. Click Connection pool attributes and set Test before getting connections to No.
  6. FineReport connection pool (Salesforce is shown.)

Click Test connection to ensure you have configured the connection properly. With the connection to UKG Pro HCM set up, you can use it as FineReport data source.

Select UKG Pro HCM Data in the Report Designer.

  1. Click to add a new template data set and select DB query to open the database query window.
  2. Adding a new DB query.
  3. Choose the JDBC connection that you created from the dropdown list.
  4. The UKG Pro HCM entities will appear as tables on the left pane.
  5. Write a SELECT statement for the UKG Pro HCM data tables and columns that you want to load.
  6. FineReport database query (Salesforce is shown.)
  7. Click preview and data is shown as table.
  8. FineReport database query preview (Salesforce is shown.)

With these simple steps, UKG Pro HCM can be used as a JDBC data source in FineReport.

Ready to get started?

Connect to live data from UKG Pro HCM with the API Driver

Connect to UKG Pro HCM