Set up a Workato connector
Capabilities
Resource | Sync | Provision |
---|---|---|
Accounts | ✅ | |
Privileges | ✅ | |
Roles | ✅ | |
Folders | ✅ | |
Projects | ✅ |
Gather Workato credentials
Each setup method requires you to pass in credentials generated in Workato. Gather these credentials before you move on.
Create an API client
If you have an existing API client in Workato that you want to use for this integration, you can skip this section.
In the Orchestrate platform, navigate to Platform > API platform > Clients > All clients.
Click +Add new client.
Fill out the form and click Next.
Select which API collections you want to allow the client to access.
Choose the Auth Token option when prompted to select an authentication method.
Click Next. Follow the prompt to access the new client’s portal via an emailed invitation.
Create an API key
Navigate to API Platform > Clients and select the client you’ll use for the integration.
Click API keys > + Create API key.
Give the API key a name. If desired, you can enter a list of allowed and blocked IP addresses.
Click Generate. Carefully copy and save the API token.
Look up your data center location
You’ll also need to specify the location of your Workato data center. Workato displays your data center in the base URL of the API endpoint:
- US Data Center: https://www.workato.com/api/
- EU Data Center: https://app.eu.workato.com/api/
- JP Data Center: https://app.jp.workato.com/api/
- SG Data Center: https://app.sg.workato.com/api/
- AU Data Center: https://app.au.workato.com/api/
That’s it! Next, move on to the connector configuration instructions.
Configure the Workato connector
To complete this task, you’ll need:
- The Connector Administrator or Super Administrator role in ConductorOne
- Access to the set of Workato credentials generated by following the instructions above
Follow these instructions to use a built-in, no-code connector hosted by ConductorOne.
In ConductorOne, navigate to Admin > Connectors and click Add connector.
Search for Workato and click Add.
Don’t see the Workato connector? Reach out to support@conductorone.com to add Workato to your Connectors page.
Choose how to set up the new Workato connector:
Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)
Add the connector to a managed app (select from the list of existing managed apps)
Create a new managed app
Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.
If you choose someone else, ConductorOne will notify the new connector owner by email that their help is needed to complete the setup process.
Click Next.
Find the Settings area of the page and click Edit.
Enter the API key in the API key field.
In the Data center field, enter one of
us
,eu
,jp
,sg
, orau
to identify the location of your Workato data center. The default isus
.In the Environment field, enter one of
dev
,test
, orprod
to identify your Workato environment. The default isdev
.Click Save.
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.
That’s it! Your Workato connector is now pulling access data into ConductorOne.
Follow these instructions to use the Workato connector, hosted and run in your own environment.
When running in service mode on Kubernetes, a self-hosted connector maintains an ongoing connection with ConductorOne, automatically syncing and uploading data at regular intervals. This data is immediately available in the ConductorOne UI for access reviews and access requests.
Step 1: Configure the Workato connector
In ConductorOne, navigate to Connectors > Add connector.
Search for Baton and click Add.
Choose how to set up the new Workato connector:
Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)
Add the connector to a managed app (select from the list of existing managed apps)
Create a new managed app
Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.
If you choose someone else, ConductorOne will notify the new connector owner by email that their help is needed to complete the setup process.
Click Next.
In the Settings area of the page, click Edit.
Click Rotate to generate a new Client ID and Secret.
Carefully copy and save these credentials. We’ll use them in Step 2.
Step 2: Create Kubernetes configuration files
Create two Kubernetes manifest files for your Workato connector deployment:
Secrets configuration
# baton-workato-secrets.yaml
apiVersion: v1
kind: Secret
metadata:
name: baton-workato-secrets
type: Opaque
stringData:
# ConductorOne credentials
BATON_CLIENT_ID: <ConductorOne client ID>
BATON_CLIENT_SECRET: <ConductorOne client secret>
# Workato credentials
BATON_WORKATO_API_KEY: <Workato API key>
BATON_WORKATO_DATA_CENTER: <Your Workato data center (one of us, eu, jp, sg, or au). Default is us.>
BATON_WORKATO_ENV: <Your Workato environment (one of dev, test, or prod). Default is 'dev'>
See the connector’s README or run --help
to see all available configuration flags and environment variables.
Deployment configuration
# baton-workato.yaml
apiVersion: apps/v1
kind: Deployment
metadata:
name: baton-workato
labels:
app: baton-workato
spec:
selector:
matchLabels:
app: baton-workato
template:
metadata:
labels:
app: baton-workato
baton: true
baton-app: workato
spec:
containers:
- name: baton-workato
image: ghcr.io/conductorone/baton-workato:latest
imagePullPolicy: IfNotPresent
envFrom:
- secretRef:
name: baton-workato-secrets
Step 3: Deploy the connector
Create a namespace in which to run ConductorOne connectors (if desired), then apply the secret config and deployment config files.
Check that the connector data uploaded correctly. In ConductorOne, click Applications. On the Managed apps tab, locate and click the name of the application you added the Workato connector to. Workato data should be found on the Entitlements and Accounts tabs.
That’s it! Your Workato connector is now pulling access data into ConductorOne.