This guide provides a step-by-step process on how to generate credentials in Workday to integrate with Sana. This integration allows you to track Sana's progress within Workday Learning, offering a consolidated view of your learning management. The process involves creating an integration system user, an integration security group, and setting up domain security policy permissions. Follow the steps below to successfully integrate Sana with Workday Learning.
💡 To follow the below steps you require administrative access on your organizations Workday account
See a video demonstrating how to do this and the written steps below
Step 1: Create an Integration System User
In Workday, use the search bar to navigate to the Create Integration System User task, click on the option presented (see screenshot 'Step 1.1' below)
Create a new Username (in this example we'll use 'Sanalabs_demo1') and Password, ensure you have a copy of this information somewhere as you need this later
Ensure the following fields are set as stated below:
'Require new password at Next Sign in' is unchecked
'Session Timeout Minutes' is set to '0'.
'Do Not Allow UI Sessions' is checked
Click OK to create the integration system user.
*Make a note of your Username and Password as it will be needed for the integration request.
Step 1.1
Step 1.2-1.4
Step 2: Create an Integration Security Group
Next, use the search bar to navigate to the Create Integration System User task.
For the Type of Tenanted Security Group drop down select Integration System Security Group (Unconstrained)
Create a name for this security group, for example, 'SanaLabs Demo_Course_Provisioning', make a note of this as you will need it in the next step and click OK.
In the Integration System User field select the name you created in step 1 ('Sanalabs_demo1')
Click OK
Click Done
Step 2.2 - 2.3
Step 2.4 - 2.5
Step 3: Set Up Domain Security Policy Permissions
Use the search bar to navigate to the Security Group Membership and Access report.
In the Security Group field type and then select the Security group you created in step 2 ('SanaLabs Demo_Course_Provisioning') and press OK.
Once the request has processed, hover over the 'SanaLabs Demo1_CourseProvision' group, click the 3 dot menu and select Maintain Domain Permissions for Security Group (see screenshot 'Step 3.3' below)
You'll be taken to a new page to apply Integration permissions, (click below to find a list of permissions to grant). Click OK once the permissions have been added.
Click here for integration permissions info
Click here for integration permissions info
For both fields in integration permissions (numbered below), search 'Learn' then check all of the below
Domain security policies permitting Put access
Domain security policies permitting Get access
Permissions:
Learning Access
Learning Segment Setup
Maintain Archived External Learning User
Manage: Create and Edit Learning Roles
Manage: Extended Enterprise Affiliation Learners
Manage: Extended Enterprise Learner Type
Manage: Learner Content Subscriptions
Manage: Learning Additional Data
Manage: Learning Assignments
Manage: Learning Certifications
Manage: Learning Content
Manage: Learning Course Enrollments
Manage: Learning Pricing
Manage: Learning Pricing Rules
Manage: Share Learning Paths
Person Data: Learning
Reporting: Learning Pricing
Reports: Archived External Learning Users
Reports: Extended Enterprise Affiliation Learners
Reports: Learning Record
Self-Service: Learning Instructor
Set Up: Learner Experience
Set Up: Learning
Set Up: Learning Catalog
Set Up: Learning External Content Integrations
View External Learning User
Step 3.2
Step 3.3
Step 4: Activate the Security Policies
Use the search bar to navigate to the Activate Pending Security Policy Changes task
Enter a comment, for example, 'activated_sanalabs_demo1_content'
Click OK, then review the permissions
Check the Confirm check box and click OK
The next page will confirm activation
Step 4.2
Step 5: Get the Instance URL
Use the search bar again to navigate to the Public Web Services report
The next page shows a list of reports, find Learning Public report, hover over the the report name and click the 3 dot menu button. Click on View WSDL (see screenshot 'Step 5.2' below)
At the bottom of the page, find the 'Address Location' under '<wsdl:service...' see the highlighted URL you need to copy (the URL below is only an example yours will look different) (see screenshot 'Step 5.3' below)
<wsdl:service name="LearningService">
<wsdl:port name="Learning" binding»"wd-wsdl:LearningBinding">
<soapbind:address location "https://wd2-impl-serviceal.workday.com/cex/service/sanalabs_dpti/Learning/v42.0"/>
</wsdl:port>
*Copy this URL as it will be needed for the integration request.
Step 5.2
Step 5.3
Step 6: Share with Sana
After completing the above steps, you should have the following information:
The URL you copied in Step 5.3
The username and password of the integration system user you created in Step 1.2
Please provide this information to your Sana CSM to complete the integration process.
💡 Remember, the steps above are for a demo scenario. The names and settings you use may vary based on your organization's specific needs and policies. Always ensure you're following your organization's security guidelines when creating and managing users and permissions.