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Data Analytics

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Additional Setup for Workday's EIB (Enterprise Interface Builder)

In this article:


Overview


This article includes extra setup steps for the Team Structure Connector in your Workday instance.


What is not included in the Team Structure Connector?


  • Sending any information back to Workday from Pluralsight. Including: Content Progress or Content Library
    • For this functionality please view our LMS Workday documentation here.
  • New licensed user invitations: No new Pluralsight user licenses will be assigned. (Managers created by connector do not consume a license).
  • Deprovisioning of user licenses upon termination in Workday. Please view the license Deprovision integration for this functionality.

Workday Configuration using the outbound EIB

Advantages of the outbound EIB

  • You are able to use the existing Pluralsight API token for authentication rather than having to manage a separate set of credentials.
  • The team sync will be triggered whenever you upload files to us, so it puts you in control of the scheduling.
  • Security considerations:
    • HTTP/SSL uses SSL (a secure channel between two machines or devices operating over the internet) and is considered secure.
    • HTTP/SSL uses the TLS protocol which comes with a bit more complexity (public trust infrastructure) but with that complexity comes the benefit that you can rely on our trusted TLS cert to verify we are who we say we are.

Report Creation

Before creating the EIBs, you will need to create two reports structured using the information below. The reports can be sent in any order. Once we have received a file for each report type we will begin processing the reports.

Report 1: Supervisor orgs (Teams) Report

  • Format as CSV
  • Fields:
    • id: any unique identifier for an organization.
    • name: the name of the organization.
    • manager_ids: the unique identifier, same as the id in the users report. Supports multiple manager ids, separated by commas
    • parent_team_id: the primary identifier of the parent organization.

We recommend filtering out any teams that are missing ids or names. These fields are required and will cause an error if they are missing

Pluralsight requires that teams have unique names. If your team names are not unique the import process will add your managers name and the teams unique id to the end of the team name. For example... Team Name (John Smith - 12345).

Report 2: Workers (Users) Report

  • Format as CSV
  • Fields
    • id: any unique identifier for a worker (strongly prefer id used for SSO integration with Pluralsight)
    • email: user’s email.
    • first_name: user’s first name.
    • last_name: user’s last name.
    • team_id: the unique organization identifier, same as the id in the org report. Field value can be empty.

We recommend filtering out any users that are missing ids or emails. These fields are required and will cause an error if they are missing


Workday Outbound EIB Documentation


Workday has provided detailed documentation for setting up and launching an outbound EIB.

Specific Setup Details for this Connector

  • Select Outbound when creating the EIB

  • Under the Get Data Section

    • Data Source Type:
      • Custom Report
    • Custom Report:
      • Select one of the reports you created
    • Alternate Output Format:
      • CSV
  • Under the Deliver Section

    • Delivery Method:
      • HTTP/SSL
    • Web Service Invocation Type:
      • Basic Auth
    • HTTP Address
      • https://integrations-api.pluralsight.com/workday
    • File Name:
      • Either users or teams depending on the report you selected for this EIB
    • For other fields including username and password please reference the Authentication options options below:

Please Note: The use of special characters in files (Quotation marks, commas, symbols, etc.) can possibly cause errors while parsing. We recommend that you remove any special characters from your files to ensure your file gets processed successfully.


Authentication options


Basic Authentication

Username: pluralsight

Password: [insert-your-api-key-here]

Bearer Authentication

Set Authentication header to “Bearer [insert-your-api-key-here]”

There is also an optional PGP Encryption piece that can be enabled in the EIB Integration for extra security. If you would like to utilize this feature, let the PaaS Team know.


Launching and scheduling


Use these instructions to set up launching and scheduling when this should run. We recommend you run this weekly.


Viewing Results of EIB Submission


Workday does not display the results of your EIB Submission other than to display success or failure of file delivery. If an error occurred during the process of validating your files, Workday will simply return that there was an error with no other information.

Please utilize our Results page to view the status and/or errors that occurred during the Validation and Sync Run processes.