ETL UKG Pro HCM in Oracle Data Integrator

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
This article shows how to transfer UKG Pro HCM data into a data warehouse using Oracle Data Integrator.

Leverage existing skills by using the JDBC standard to connect to UKG Pro HCM: Through drop-in integration into ETL tools like Oracle Data Integrator (ODI), the CData JDBC Driver for UKG Pro HCM connects real-time UKG Pro HCM data to your data warehouse, business intelligence, and Big Data technologies.

JDBC connectivity enables you to work with UKG Pro HCM just as you would any other database in ODI. As with an RDBMS, you can use the driver to connect directly to the UKG Pro HCM APIs in real time instead of working with flat files.

This article covers a JDBC-based ETL -- UKG Pro HCM to Oracle. After reverse engineering a data model of UKG Pro HCM entities, you will create a mapping and select a data loading strategy -- since the driver supports SQL-92, this last step can easily be accomplished by selecting the built-in SQL to SQL Loading Knowledge Module.

Install the Driver

To install the driver, copy the driver JAR (cdata.jdbc.api.jar) and .lic file (cdata.jdbc.api.lic), located in the installation folder, into the ODI appropriate directory:

  • UNIX/Linux without Agent: ~/.odi/oracledi/userlib
  • UNIX/Linux with Agent: ~/.odi/oracledi/userlib and $ODI_HOME/odi/agent/lib
  • Windows without Agent: %APPDATA%\Roaming\odi\oracledi\userlib
  • Windows with Agent: %APPDATA%\odi\oracledi\userlib and %APPDATA%\odi\agent\lib

Restart ODI to complete the installation.

Reverse Engineer a Model

Reverse engineering the model retrieves metadata about the driver's relational view of UKG Pro HCM data. After reverse engineering, you can query real-time UKG Pro HCM data and create mappings based on UKG Pro HCM tables.

  1. In ODI, connect to your repository and click New -> Model and Topology Objects. Create a New Model
  2. On the Model screen of the resulting dialog, enter the following information:
    • Name: Enter API.
    • Technology: Select Generic SQL (for ODI Version 12.2+, select Microsoft SQL Server).
    • Logical Schema: Enter API.
    • Context: Select Global.
    Configuring the Model
  3. On the Data Server screen of the resulting dialog, enter the following information:
    • Name: Enter API.
    • Driver List: Select Oracle JDBC Driver.
    • Driver: Enter cdata.jdbc.api.APIDriver
    • URL: Enter the JDBC URL containing the connection string.

      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.)

      Below is a typical connection string:

      
      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';
      
    Configuring the Data Server
  4. On the Physical Schema screen, enter the following information:
    • Name: Select from the Drop Down menu.
    • Database (Catalog): Enter CData.
    • Owner (Schema): If you select a Schema for UKG Pro HCM, enter the Schema selected, otherwise enter API.
    • Database (Work Catalog): Enter CData.
    • Owner (Work Schema): If you select a Schema for UKG Pro HCM, enter the Schema selected, otherwise enter API.
    Configuring the Physical Schema
  5. In the opened model click Reverse Engineer to retrieve the metadata for UKG Pro HCM tables. Reverse Engineer the Model

Edit and Save UKG Pro HCM Data

After reverse engineering you can now work with UKG Pro HCM data in ODI. To view UKG Pro HCM data, expand the Models accordion in the Designer navigator, right-click a table, and click View data. Viewing the data.

Create an ETL Project

Follow the steps below to create an ETL from UKG Pro HCM. You will load UserDetails entities into the sample data warehouse included in the ODI Getting Started VM.

  1. Open SQL Developer and connect to your Oracle database. Right-click the node for your database in the Connections pane and click new SQL Worksheet.

    Alternatively you can use SQLPlus. From a command prompt enter the following:

    
    sqlplus / as sysdba
    
  2. Enter the following query to create a new target table in the sample data warehouse, which is in the ODI_DEMO schema. The following query defines a few columns that match the UserDetails table in UKG Pro HCM:
    
    CREATE TABLE ODI_DEMO.TRG_USERDETAILS (USERNAME NUMBER(20,0),UserId VARCHAR2(255));
    
  3. In ODI expand the Models accordion in the Designer navigator and double-click the Sales Administration node in the ODI_DEMO folder. The model is opened in the Model Editor.
  4. Click Reverse Engineer. The TRG_USERDETAILS table is added to the model.
  5. Right-click the Mappings node in your project and click New Mapping. Enter a name for the mapping and clear the Create Empty Dataset option. The Mapping Editor is displayed.
  6. Drag the TRG_USERDETAILS table from the Sales Administration model onto the mapping.
  7. Drag the UserDetails table from the UKG Pro HCM model onto the mapping.
  8. Click the source connector point and drag to the target connector point. The Attribute Matching dialog is displayed. For this example, use the default options. The target expressions are then displayed in the properties for the target columns.
  9. Open the Physical tab of the Mapping Editor and click USERDETAILS_AP in TARGET_GROUP.
  10. In the USERDETAILS_AP properties, select LKM SQL to SQL (Built-In) on the Loading Knowledge Module tab. SQL-based access to UKG Pro HCM enables you to use standard database-to-database knowledge modules.

You can then run the mapping to load UKG Pro HCM data into Oracle.

Ready to get started?

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

Connect to UKG Pro HCM