UKG Pro WFM Reporting in OBIEE with the UKG Pro WFM JDBC Driver

The CData JDBC Driver for UKG Pro WFM is a standard database driver that can integrate real-time access to UKG Pro WFM data into your Java-based reporting server. This article shows how to deploy the driver to Oracle Business Intelligence Enterprise Edition (OBIEE) and create reports on UKG Pro WFM data that reflect any changes.

Deploy the JDBC Driver

Follow the steps below to add the JDBC driver to WebLogic's classpath.

For WebLogic 12.2.1, simply place the driver JAR and .lic file into DOMAIN_HOME\lib; for example, ORACLE_HOME\user_projects\domains\MY_DOMAIN\lib. These files will be added to the server classpath at startup.

You can also manually add the driver to the classpath: This is required for earlier versions. Prepend the following to PRE_CLASSPATH in setDomainEnv.cmd (Windows) or setDomainEnv.sh (Unix). This script is located in the bin subfolder of the folder for that domain. For example: ORACLE_HOME\user_projects\domains\MY_DOMAIN\bin.

set PRE_CLASSPATH=your-installation-directory\lib\cdata.jdbc.api.jar;%PRE_CLASSPATH%

Restart all servers; for example, run the stop and start commands in DOMAIN_HOME\bitools\bin.

Create a JDBC Data Source for UKG Pro WFM

After deploying the JDBC driver, you can create a JDBC data source from BI Publisher.

1. Log into BI Publisher, at the URL http://localhost:9502/analytics, for example, and click Administration -> Manage BI Publisher.
2. Click JDBC Connection -> Add Data Source.
3. Enter the following information:
   • Data Source Name: Enter the name that users will create connections to in their reports.
   • Driver Type: Select Other.
   • Database DriverClass: Enter the driver class, cdata.jdbc.api.APIDriver.
   • Connection String: Enter the JDBC URL.

     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.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the UKG Pro WFM 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.

     

     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\UKGProWFM.apip;AuthScheme=OAuthPassword;ProfileSettings='Host=yourcompany.mykronos.com;User=your_username;Password=your_password;';OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;

   • Username: Enter the username.
   • Password: Enter the password.
4. In the Security section, select the allowed user roles.

Create Real-Time UKG Pro WFM Reports

You can now create reports and analyses based on real-time UKG Pro WFM data. Follow the steps below to use the standard report wizard to create an interactive report that reflects any changes to UKG Pro WFM data.

1. On the global header, click New -> Data Model.
2. On the Diagram tab, select SQL query in the menu.
3. Enter a name for the query and in the Data Source menu select the UKG Pro WFM JDBC data source you created.
4. Select standard SQL and enter a query like the following:

   SELECT PersonNumber, UserName FROM Employees WHERE PersonId = '12345'

   
5. Click View Data to generate the sample data to be used as you build your report.
6. Select the number of rows to include in the sample data, click View, and then click Save As Sample Data.
7. Click Create Report -> Use Data Model.
8. Select Guide Me and on the Select Layout page select the report objects you want to include. In this example we select Chart and Table.
9. Drop a numeric column like UserName onto the Drop Value Here box on the y-axis. Drop a dimension column like PersonNumber onto the Drop Label Here box on the x-axis.
10. Click Refresh to pick up any changes to the UKG Pro WFM data.