Workday: Configuring the App Activities Integration

This article explains how to configure the App Activities integration for Workday.

Overview

App Activities provides you with an API-based solution for out-of-band visibility of all activity made by any user in a connected SaaS application. To provide App Activities with visibility of data within an app, you need to set up an integration with the required application. Once you create the integration, if a field has changed or expired, you can edit it from the Resources >Integrations > Integrated Apps page. For more information, see What is Application Control via API with App Activities.

To configure the App Activities integration, you need to:

  1. Configure the integration within the SaaS application

  2. Create the API connector in the CMA

A CASB license is required for App Activities. This license includes app and data control and App Activities via API. For more about purchasing a CASB license, please contact your Cato representative.

Prerequisites

  • Admin user in Workday

Benefits of Connecting Workday

After creating this connector, you can view and monitor activity in your Workday environment, for example:

  • Successful and failed login attempts (Password, SAML, SSO, OAuth)

  • Suspicious sign-on patterns (unusual IPs, times, auth methods)

Configuring the Workday Integration

To create the Workday integration, register an API Client for Integrations.

Step 1: Configure the Integration in your Workday Account

Three steps are required to configure the integration in your Workday account.

Create an Integration System User

This user is used for authentication with the Workday API.

To create an integration system user

  1. Login to your Workday account

  2. In the search bar, search for and select Create Integration System User.

  3. Enter the following details:

    • User Name: Choose a user name

    • New Password: Enter a password and re-enter it in New Password Verify

    • Check Do Not Allow UI Sessions for enhanced security check box

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  4. Click OK, then Done

Configure Permissions for the Integration System User

To configure the required permissions for the new integration system user, create an integration system security group, add domain security policies, and activate pending security policy changes.

To create an integration system security group:

  1. In your Workday account, in the search bar, search for and select Create Security Group.

  2. Enter the following:

    • Type of Tenanted Security Group: Integration System Security Group (Unconstrained)

    • Name: Choose a name

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  3. Click OK, then Done

To add domain security policies to the security group:

  1. In your Workday account, in the search bar, search for and select Maintain Permissions for Security Group.

  2. Set Operation to Maintain and select the security group created above.

  3. Click OK.

  4. In the Domain Security Policy Permissions table, add the following rows:

    View required policy permissions

    Access

    Domain Security Policy

    Get Only

    Manage: Organization Integration

    Get Only

    User-Based Security Group Administration

    View Only

    Workday Accounts

    Get Only

    Special OX Web Services

    Get Only

    Integration Security

    View Only

    Integration Security

    View Only

    Security Configuration

    Get Only

    Security Configuration

    View Only

    Security Administration

    View Only

    Security Activation

    View Only

    Purge Person Data

    Get Only

    Integration Configure

    Get Only

    Workday Account Monitoring

    View Only

    Workday Account Monitoring

    Get Only

    System Auditing

    View Only

    System Auditing

    Get Only

    Former Worker Storage

    Get Only

    Worker Data: Public Worker Reports

    Get Only

    Workday Accounts

    Get Only

    Worker Data: Current Staffing Information

    View Only

    Worker Data: Current Staffing Information

    View Only

    Manage: All Custom Reports

    Get Only

    Manage: All Custom Reports

    Get Only

    Security Activation

    Get Only

    Workday Query Language

    View Only

    Workday Query Language

    Get Only

    Business Process Administration

    View Only

    Business Process Administration

    Get Only

    Worker Data: Staffing

    View Only

    Worker Data: Staffing

    Get Only

    Worker Data: Worker ID

    View Only

    Worker Data: Worker ID

    Get Only

    Indexed Data Source: Workers

    View Only

    Indexed Data Source: Workers

    Get Only

    Person Data: Work Contact Information

    View Only

    Person Data: Work Contact Information

    View Only

    Worker Data: Public Worker Reports

    1. Click OK, then Done

    Activate Pending Security Policy Changes:

    1. In your Workday account, in the search bar, search for and select Activate Pending Security Policy Changes.

    2. Enter a comment and click OK.

    3. Check the Confirm checkbox and click OK.

    Register an API Client for Integrations

    1. In your Workday account, in the search bar, search for and select Register API Client for Integrations.

    2. Enter the following:

      • Client Name: Enter a name

      • Check the Non-Expiring Refresh Tokens checkbox

      • Under Scope (Functional Areas), select: Integration, Organizations and Roles, Implementation, Staffing, Tenant Non-Configurable, System

      WD3.png
    3. Click OK.

    4. Copy and save the Client ID and Client Secret so they can be entered into the CMA.

      Note: The secret is only visible on this page and cannot be recovered later

    5. Click the three-dots next to the API client name and navigate to API Client > Manage Refresh Tokens for Integrations.

    6. For Workday Account, select the integration system user created above and click OK.

    7. Select Generate New Refresh Token and click OK.

    8. Copy and save the Refresh Token value so it can be entered into the CMA.

    9. Search for and select View API Clients.

    10. Copy and save the Workday REST API Endpoint and Token Endpoint so they can be entered into the CMA.

    Step 2: Create the API Connector in the CMA

    After you have set up an integration with the required application, add the details in the CMA.

    To create the API connector in the CMA:

    1. From the navigation menu, click Resources > Integrations.

    2. Click the Configured Integrations tab.

    3. Click New.

      The New Integration panel opens.

    4. Select the SaaS Application you want to add.

    5. In the Capability drop down select App Activities.

    6. Add the details created during step one.

    7. Click Save.

    8. The app is visible on the Integrated Apps table with a Connected status.

    After connecting your APIs, you can track the App activities in the Cloud Activities dashboard. Data may take a few minutes to appear.

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