How to Connect to UKG Pro HCM Data in Using Python: 6 Steps

The rich ecosystem of Python modules lets you get to work quicker and integrate your systems more effectively. With the CData Linux/UNIX ODBC Driver for UKG Pro HCM and the pyodbc module, you can easily build UKG Pro HCM-connected Python applications. This article shows how to use the pyodbc built-in functions to connect to UKG Pro HCM data, execute queries, and output the results.

How to Use the CData ODBC Drivers on UNIX/Linux

The CData ODBC Drivers are supported in various Red Hat-based and Debian-based systems, including Ubuntu, Debian, RHEL, CentOS, and Fedora. There are also several libraries and packages that are required, many of which may be installed by default, depending on your system. For more information on the supported versions of Linux operating systems and the required libraries, please refer to the "Getting Started" section in the help documentation (installed and found online).

1. Install the Driver Manager

Before installing the driver, check that your system has a driver manager. For this article, you will use unixODBC, a free and open source ODBC driver manager that is widely supported.

For Debian-based systems like Ubuntu, you can install unixODBC with the APT package manager:

$ sudo apt-get install unixodbc unixodbc-dev

For systems based on Red Hat Linux, you can install unixODBC with yum or dnf:

$ sudo yum install unixODBC unixODBC-devel

The unixODBC driver manager reads information about drivers from an odbcinst.ini file and about data sources from an odbc.ini file. You can determine the location of the configuration files on your system by entering the following command into a terminal:

$ odbcinst -j

The output of the command will display the locations of the configuration files for ODBC data sources and registered ODBC drivers. User data sources can only be accessed by the user account whose home folder the odbc.ini is located in. System data sources can be accessed by all users. Below is an example of the output of this command:

DRIVERS............: /etc/odbcinst.ini
SYSTEM DATA SOURCES: /etc/odbc.ini
FILE DATA SOURCES..: /etc/ODBCDataSources
USER DATA SOURCES..: /home/myuser/.odbc.ini
SQLULEN Size.......: 8
SQLLEN Size........: 8
SQLSETPOSIROW Size.: 8

2. Install the Driver

You can download the driver in standard package formats: the Debian .deb package format or the .rpm file format. Once you have downloaded the file, you can install the driver from the terminal.

The driver installer registers the driver with unixODBC and creates a system DSN, which can be used later in any tools or applications that support ODBC connectivity.

For Debian-based systems like Ubuntu, run the following command with sudo or as root:

$ dpkg -i /path/to/package.deb

For Red Hat systems and other systems that support .rpms, run the following command with sudo or as root:

$ rpm -i /path/to/package.rpm

Once the driver is installed, you can list the registered drivers and defined data sources using the unixODBC driver manager:

List the Registered Driver(s)

$ odbcinst -q -d
CData API Driver for ODBC
...

List the Defined Data Source(s)

$ odbcinst -q -s
CData API Source
...

To use the CData API Driver for ODBC with unixODBC, ensure that the driver is configured to use UTF-16. To do so, edit the INI file for the driver (cdata.odbc.api.ini), which can be found in the lib folder in the installation location (typically /opt/cdata/cdata-odbc-driver-for-api), as follows:

cdata.odbc.api.ini

...

[Driver]
DriverManagerEncoding = UTF-16

3. Modify the DSN

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. Additionally, you can create user-specific DSNs that will not require root access to modify in $HOME/.odbc.ini.

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.

/etc/odbc.ini or $HOME/.odbc.ini

[CData API Source]
Driver = CData API Driver for ODBC
Description = My Description
Profile = C:\profiles\UKGProHCM.apip
AuthScheme = Basic
User = your_username
Password = your_password
ProfileSettings = 'Host = yourcompany.ultipro.com
CustomerAPIKey = your_customer_api_key'

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

You can follow the procedure below to install pyodbc and start accessing UKG Pro HCM through Python objects.

4. Install pyodbc

You can use the pip utility to install the module:

pip install pyodbc

Be sure to import with the module with the following:

import pyodbc

5. Connect to UKG Pro HCM Data

You can now connect with an ODBC connection string or a DSN. Below is the syntax for a connection string:

cnxn = pyodbc.connect('DRIVER={CData API Driver for ODBC};Profile=C:\profiles\UKGProHCM.apip;AuthScheme=Basic;User=your_username;Password=your_password;ProfileSettings='Host=yourcompany.ultipro.com;CustomerAPIKey=your_customer_api_key';')

Below is the syntax for a DSN:

cnxn = pyodbc.connect('DSN=CData API Sys;')

6. Execute SQL on UKG Pro HCM

Instantiate a Cursor and use the execute method of the Cursor class to execute any SQL statement.

cursor = cnxn.cursor()

Select

You can use fetchall, fetchone, and fetchmany to retrieve Rows returned from SELECT statements:

import pyodbc

cursor = cnxn.cursor()
cnxn = pyodbc.connect('DSN=CData API Source;User=MyUser;Password=MyPassword')
cursor.execute("SELECT UserId, UserName FROM UserDetails WHERE UserStatus = 'A'")
rows = cursor.fetchall()
for row in rows:
  print(row.UserId, row.UserName)

You can provide parameterized queries in a sequence or in the argument list:

cursor.execute(
  "SELECT UserId, UserName
  FROM UserDetails
  WHERE UserStatus = ?", 'A',1)

Metadata Discovery

You can use the getinfo method to retrieve data such as information about the data source and the capabilities of the driver. The getinfo method passes through input to the ODBC SQLGetInfo method.

cnxn.getinfo(pyodbc.SQL_DATA_SOURCE_NAME)

You are now ready to build Python apps in Linux/UNIX environments with connectivity to UKG Pro HCM data, using the CData API Driver for ODBC.