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Workday EIB Steps by Step

Workday EIB Steps by Step - Workday Finance

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ganapathy p
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0% found this document useful (0 votes)
62 views

Workday EIB Steps by Step

Workday EIB Steps by Step - Workday Finance

Uploaded by

ganapathy p
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Workday EIB - Outbound

EIB Outbound
The Workday Enterprise Interface Builder (EIB) tool provides an easy-to-use
graphical and guided interface to define inbound and outbound integrations
without requiring any programming.

There are two types of EIBs - Inbound and Outbound. Here we will discuss
about EIB Outbound.

Outbound EIBs are used to extract data from the Workday system and
send it to external system that could be a third party, vendor, legacy
system or just a simple attachment. Mostly they are used to send a
file to an external destination via SFTP (file transfer protocol).

Here are the three steps / phases involved in creating an Outbound EIB:

1. Get Data
In "Get Data" Phase, we will identify the data source. In 90% of the cases, this
is will be a custom report and it should be an advanced report which acts
as Report as a Service (RaaS).

If you are specifying a Report Data Source, you can choose the format in which
the report results can be delivered.

Below are the different output formats: XML, simplified XML, CSV, JSON,
GData, or RSS.

You can also use Workday Web Service (REST, SOAP) endpoint as the data
source for an EIB.

2. Transform
This is used to transform the data from one format to other. You can either
choose from the set of predefined (XSL) transforms, or specify a new one that
you will define. The out-of-the-box options include transforms to CSV and Excel
formats. This is an optional step if you do not want to transform anything. By
default, your EIB will produce an XML format.

When you use Custom Report as your Data source, you can make use of
the Delivered Transformation or Custom Transformation. And when you
use Web Service, on the other hand, you will have only one option Custom
Transformation.
Like said above, you can use the None option if you don't want to transform.

New Custom Report Transformation: This is the delivered one's, it will


allow you to use it for the first time, it will automatically create the
transformation for your EIB. One you select this option, you will not see this
later, It will become Custom Report Transformation.

Custom Report Transformation: Same as above.

Custom Transformation: This is the custom transformation where you will


write an XSLT for your XML and upload the same.

3. Deliver
The output resulting from executing the EIB can either be attached back to
your tenant, or delivered to an external endpoint.

Supported Delivery Methods are: Workday Attachment, FTP, HTTP/SSL,


FTP/SSL, FTP, Email, AS2

You can configure multiple delivery options for different tenants, For example -
for production you may configure PGP Production Key and for non production
tenants you may configure PGP non-Production Key. Additionally you can use
Workday attachment to be delivered to the local tenant where the EIB is ran.

Configuration of a Sample Outbound EIB:


Create EIB task
Guided Path
Get Data
Transform
Deliver

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