Access Live UKG Pro WFM Data in Coginiti Pro

Coginiti Pro is a single tool for all your SQL data and analytics needs, designed specifically for data engineers, analysts, and data scientists. When paired with the CData API Driver for JDBC, Coginiti Pro can access and query live UKG Pro WFM data. This article describes how to connect to and query UKG Pro WFM data from Coginiti Pro.

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

Gather Connection Properties and Build a Connection String

Download the CData API Driver for JDBC installer, unzip the package, and run the JAR file to install the driver. Then gather the required connection properties.

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

UKGProWFM API Profile Settings

UKG Pro Workforce Management uses OAuth 2.0 with the Resource Owner Password Credentials grant (grant_type=password) to authorize access to the API. Unlike most OAuth-based profiles, this does not use a browser redirect/authorization-code step: the driver exchanges your UKG Pro WFM username, password, client ID, and client secret directly for an access token.

Set the following connection properties to authenticate:

• AuthScheme: Set this to OAuthPassword.
• Host: Set this to the hostname of your UKG Pro Workforce Management datacenter/tenant (for example, yourcompany.mykronos.com). Do not include the protocol (https://) or a trailing slash.
• OAuthClientId: Set this to the client ID issued for your UKG Pro Workforce Management OAuth application.
• OAuthClientSecret: Set this to the client secret issued for your UKG Pro Workforce Management OAuth application.
• User: Set this to your UKG Pro Workforce Management username.
• Password: Set this to your UKG Pro Workforce Management password.

Access tokens are obtained from https://{Host}/api/authentication/access_token. Refresh tokens issued by UKG Pro Workforce Management expire after 7 days; if a refresh attempt fails because the refresh token itself has expired, the driver must re-authenticate with your User/Password credentials to obtain a new access token.

NOTE: To use the JDBC driver in Coginiti Pro, you may 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.

Built-in Connection String Designer

For assistance constructing the JDBC URL, use the connection string designer built into the UKG Pro WFM JDBC Driver. 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 (including the RTK) and copy the connection string to the clipboard.

Create a JDBC Data Source for UKG Pro WFM Data

1. Open Coginiti Pro and in the File menu, select "Edit Drivers."
2. In the newly opened wizard, click "Add" and select "Generic."

3. In the "JDBC Drivers" wizard, set the driver properties (below) and click "Create Driver."

   • Set JDBC Driver Name to a useful name, like CData JDBC Driver for UKG Pro WFM.
   • Click "Add Files" to add the JAR file from the "lib" folder in the installation directory (e.g. cdata.jdbc.api.jar)
   • Select the Class Name: cdata.jdbc.api.APIDriver.
   

Create a Connection using the CData API Driver for JDBC

1. In the File menu, click "Edit Connections."
2. In the newly opened wizard, click "Add" and select "Generic."
3. In the "Connections" wizard, set the connection properties.
   • Set Connection name to an identifying name.
   • Set Database JDBC driver to the Driver you configured earlier.
   • Set JDBC URL to the JDBC URL configured using the built-in connection string designer (e.g. jdbc:api:Profile=C:\profiles\UKGProWFM.apip;AuthScheme=OAuthPassword;ProfileSettings='Host=yourcompany.mykronos.com;User=your_username;Password=your_password;';OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;
   
4. Click "Test" to ensure the connection is configured properly. Click "Save."

Query UKG Pro WFM Using SQL

1. Open the Connections tab by clicking on database icon: .
2. Click the plus sign () to add a new query tab.

3. Once the query console is open, write the SQL script you wish to execute and click "Run at Cursor".

   NOTE: You can use the explorer on the left to determine table/view names and column names.

   Using the explorer

   1. In the "Select connection" field, select the connection you wish to query.
   2. Expand your newly created connection, expand the "CData" catalog, and expand the UKG Pro WFM catalog.
   3. Expand "Tables" or "Views" to find the entity you wish to query.
   4. Expand your selected entity to explore the fields (columns).
   

Free Trial & More Information

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