The Integration System User account is responsible for making Workday API requests to deliver academic data to the LYNX database. Please refer to the Workday Documentation for more detailed information and for security requirements necessary to complete these steps.
Part 1: Create the Integration System User (ISU)
1. Run the Create Integration System Task
Image: Getting to the Create Integration System task in Workday.
2. Enter a Username and Password
Image: Entering information in the Create Integration User view.
Leave the Session Timeout Minutes set to zero to prevent session expiration. Enable Do Not Allow UI Sessions to prevent the ISU account from logging into the Workday UI. Special characters (such as ampersands) are allowed in the passwords.
Part 2: Create the Integration System Security Group
1. Run the Create Security Group Task
Image: Running the Create Security Group task in Workday.
Using a Previously Created Group
If you already have a security group of type Integration System Security Group (Unconstrained) then you can skip Steps 1 and 2. Make sure you complete Step 3 to add the ISU account to the security group.
2. Name the Group and Select Type
Image: Name the security group and select the constraint.
Give your security group a name and select Integration System Security Group (Unconstrained) for the type. An unconstrained security group means that members will have access to data for all organizations.
3. Add the Account to the New Group
Image: Add your account to the new security group.
Add the ISU account that you created previously as a member of the security group.
Part 3: Apply Domain Security Policies
1. Run the Security Group Task in Workday
Image: Running the security group task.
Run the Maintain Permissions for Security Group task for the ISU security group.
2. Add Domain Security Policies
Under Integration Permissions, add the domain security policies according to the lists below.
- Domain Security Policies permitting GET and PUT access:
- Manage: Curriculum Management
- Domain Security Policies permitting GET access:
- Manage: Course Sections
- Set Up: Curriculum Management
- Worker Data: Public Worker Reports
- Workday Usage Metrics
- Set Up: Academic Units
- Set Up: Academic Appointments and Related Data
- Set Up: Academic Calendar
- Set Up: Organization
- Manage: Location
- Integration Build
- Domain Security Policies permitting VIEW and MODIFY access:
- Custom Report Creation (required for Updating Registered Headcount With Workday)
Why these specific policies?
The domain security policies were determined by running the View Security for Securable Item report in the Workday UI for the Web Service Operations used by LYNX. Omitting any of them will prevent the LYNX integration from functioning properly.
Part 4: Apply Business Process Security Policies
1. Run the Business Process for Functional Area Report
Image: Running the report in Workday.
Run the Business Process for Functional Area report.
2. Select a Functional Area and Business Process
Image: Choosing an Area and Process in Workday.
Select “Student Records” as the Functional Area and “Course Section Event” as the Business Process.
3. Edit Permissions
Image: Editing permissions in Workday.
Scroll to the very bottom of the page and Edit Permissions.
4. Add the Security Group
Image: Adding the security group in Workday.
Under Initiating Action - Submit Published Course Section (Web Service), add the security group for the ISU account.
Why these specific policies?
The business process security policies were determined by running the View Security for Securable Item report in the Workday UI for the Web Service Operations used by LYNX. Omitting any of them will prevent the LYNX integration from functioning properly.
Part 5: Activate Pending Security Policy Changes
1. Activate the Pending Security Policy
Image: Activating the task in Workday.
Run the Activate Pending Security Policy Changes task.
2. Enter Comments
Image: Entering a comment while activating the task.
Enter a comments to describe the changes.
3. Confirm the Changes
Image: Hit the OK button to confirm changes.
Confirm the changes using the OK button.