Skip to main content

Crawl Workday Prism Analytics

TL;DR

Once you have configured the Workday Prism Analytics permissions, you can establish a connection between Atlan and Workday Prism Analytics.

Connect

Once you have set up Workday Prism Analytics, you can establish a connection between Atlan and Workday Prism Analytics.

To crawl metadata from Workday Prism Analytics, review the order of operations and then complete the following steps.

Select your source​

To select Workday Prism Analytics as your source:

  1. In your Atlan workspace, click Connectors in the left sidebar.

    • If you are using the Old UI (Classic), click New Workflow in the top navigation.

  2. Click Marketplace.

  3. Search for Workday Prism Analytics and select it.

  4. Click Install.

  5. Once installation completes, click Setup Workflow on the same tile.

Provide your credentials​

To enter your Workday Prism Analytics credentials:

  1. For Extraction method, select Direct to connect straight from Atlan, or Self Deployed Runtime if your Workday tenant requires connectivity through a runtime deployed in your own network.

  2. For Client ID, enter the client ID of your registered API client.

  3. For Client Secret, enter the corresponding client secret.

  4. For Base URL, enter your Workday tenant's data center host, for example wd2-impl-services1.workday.com.

  5. For Refresh Token, enter the refresh token generated for your Integration System User.

  6. For Tenant, enter your Workday tenant name.

  7. Click the Test Authentication button to confirm connectivity to Workday Prism Analytics.

  8. Once authentication is successful, navigate to the bottom of the screen and click Next.

Configure your connection​

To complete the Workday Prism Analytics connection configuration:

  1. Provide a Connection Name that represents your source environment. For example, you might use values like production, development, gold, or analytics.

  2. (Optional) To change the users who are able to manage this connection, change the users or groups listed under Connection Admins.

    warning

    If you don't specify any user or group, no one can manage the connection—not even admins.

  3. Navigate to the bottom of the screen and click Next to proceed.

Run your crawler​

Workday Prism Analytics doesn't have any crawler-specific metadata filters—the Metadata step only runs preflight checks before the crawl.

  1. To check for any permissions or other configuration issues before running the crawler, click Check.

  2. You can either:

    • To run the crawler once immediately, at the bottom of the screen, click the Run button.
    • To schedule the crawler to run hourly, daily, weekly, or monthly, at the bottom of the screen, click the Schedule Run button.

Once the crawler has completed running, you see the Prism tables and columns on Atlan's asset page, along with lineage to any upstream sources Atlan was able to resolve. 🎉