Connection Profiles

A single Workato on-premises agent can be used to connect with multiple on-premises applications. A connection profile uniquely identifies each one and contains configuration information required to connect to that application.

Profiles are configured in the <INSTALL_HOME>/conf/config.yml. A config file can contain profiles to a few types of systems:

• Databases
• On-premises file systems
• SAP
• Java messaging service
• Apache Kafka
• Active Directory
• HTTP resource
• NTLM
• Command-line scripts

• Extensions

  Additionally, you can configure proxy servers for on-premises agents installed in a server with limited internet connectivity.

  A typical config file will look something like this:

database:
  profile1:
    ...
  profile2:
    ...

files:
  profile3:
    ...
  profile4:
    ...

jms:
  profile5:
    ...

ldap:
  profile6:
    ...

Do not use spaces or special characters in connection profile names.

Running your agent

After configuring your connection profiles, you will need to run your on-premises agent on your machine. Check out how to do so on your operating system.

Applying a new configuration

A running on-premises agent automatically applies any changes made to the configuration file. Changes to proxy server settings require you to restart the agent.

Database connection profile

Database connection profiles are located in the database section of <INSTALL_HOME>/conf/config.yml.

A database type is specified either by using the adapter property or a complete JDBC URL provided in the url property. Using the following adapter values for the respective database you are connecting to. The following databases are supported by the on-premises agent - use them as adapter values for the respective databases you connect to.

port numbers can be omitted when matching defaults for a given database type.

Here's a sample SQL server configuration for connecting to a specific instance:

database:
  sales:
    adapter: sqlserver
    host: localhost
    port: 1433
    database: sales
    username: me
    password: foobar

Here's a sample PostgreSQL database using url property in the configuration:

database:
  sales:
    url: jdbc:postgresql://sales.database:5432/sales
    username: joe
    password: Secret123
    ApplicationName: workato

When working with Oracle database, you may be connecting to either an SID or Service. If you are using SID, you can use both ways to define the profile. First, the

Using adapter property:

database:
  erp:
    adapter: oracle
    host: localhost
    port: 1521
    database: XE
    username: admin
    password: xxx

Using url property:

database:
  erp:
    url: jdbc:oracle:thin:@localhost:1521:XE
    username: admin
    password: xxx

When connecting to an Oracle Service, use the url property:

database:
  erp:
    url: jdbc:oracle:thin:@localhost:1521/PROD
    username: admin
    password: xxx

JDBC connection profile

When creating connection profile to other JDBC-compatible databases, the configuration is special. These profiles require url and driverClass properties, where url is a valid JDBC URL and driverClass provides fully-qualified name of JDBC driver class for the given database. The driver class must be available on the agent's classpath; note that your agent's classpath can be extended in the server section of the configuration file:

database:
  tpc:
    url: jdbc:presto://warehouse.intra:8889/tpch
    driverClass: com.facebook.presto.jdbc.PrestoDriver
    adapter: jdbc
    user: my_user
    SSL: false

server:
  classpath: /opt/workato-agent/jdbc

On-premises files connection profile

Working with on-premises files requires you to define a file system profile in the files section. You need to specify the base folder for file access as it will be used for resolving relative paths. A folder named HR in the C:/Documents/ directory will be configured like this:

files:
  hrfiles:
    base: "C:/Documents/HR"

In another example, if wish to provide access to the employees folder in the Desktop directory, the configuration will have a file path that looks something like this:

files:
  hrfiles:
    base: "/Users/me/Desktop/employees"

SAP connection profile

SAP connection profile must be defined in the server and sap section. The server section looks like this:

server:
  classpath:
    - lib/SAPConnector.jar
    - lib_ext

Here, lib_ext is the directory where you put the SAP JCo connector libraries. If this directory is not already created, create this directory under the root directory of the OPA and put the SAP JCo connector libraries there.

There are two connection types that the connector supports: direct and messageserver. Below is the example of direct connection type. Use this connection type if SAP system is directly exposed as an application server.

server:
  classpath:
    - lib/SAPConnector.jar
    - lib_ext

sap:
  Direct:
  # Sap inbound connection properties
    connection_type: direct
    ashost: 10.30.xx.xx
    client: 800
    user: OSA_DEV
    password: ********
    lang: en
    sysnr: 00
    pool_capacity: 3
    peak_limit: 10
  # Sap outbound connection properties. These must be passed along with inbound properties
    gwhost: 10.30.xx.xx
    gwserv: 3300
    progid: WORKATO
    connection_count: 2
  # Workato Connection properties for advanced users. Often don't need to be changed
    http_connect_timeout: 10000
    http_connection_request_timeout: 10000
    http_socket_timeout: 10000
    cm_max_total: 10
    cm_default_max_per_route: 5
  # Properties for setting IDoc segment fields. Leave blank values if you only use RFC, but do not delete this section
    control_segment:
      SNDPOR: WORKATO
      SNDPRT: LS
      SNDPRN: WORKATO
      RCVPOR: SAPEQ6
      RCVPRT: LS
      RCVPRN: T90CLNT090
    # Property to get IDoc list configured on RCVPRN profile
      OUT_RCVPRN: WORKATO

Below is the example of messageserver connection type. Use this connection type when SAP system is behind message server gateway.

server:
  classpath:
    - lib/SAPConnector.jar
    - lib_ext

sap:
  MessageServer:
  # Sap inbound connection properties
    connection_type: messageserver
    user: OSA_DEV
    password: ********
    lang: en
    sysnr: 00
    mshost: 10.30.xx.xx
    msserv: 3600
    r3name: R/3
    client: 800
    group:  PUBLIC
    pool_capacity: 3
    peak_limit: 10
  # Sap outbound connection properties. These must be passed along with inbound properties
    gwhost: 10.30.xx.xx
    gwserv: 3300
    progid: WORKATO
    connection_count: 2
  # Workato Connection properties for advanced users. Often don't need to be changed
    http_connect_timeout: 10000
    http_connection_request_timeout: 10000
    http_socket_timeout: 10000
    cm_max_total: 10
    cm_default_max_per_route: 5
  # Properties for setting IDoc segment fields. Leave blank values if you only use RFC, but do not delete this section  
    control_segment:
      SNDPOR: WORKATO
      SNDPRT: LS
      SNDPRN: WORKATO
      RCVPOR: SAPEQ6
      RCVPRT: LS
      RCVPRN: T90CLNT090
    # Property to get IDoc list configured on RCVPRN profile
      OUT_RCVPRN: WORKATO

How to configure SAP profile properties

The properties below are required if you are connecting directly to SAP Application Server. This will not allow Load Balancer on the SAP side to be enabled:

• ashost: SAP host in the format of xx.xx.xx.xx. This is the IP Address of the SAP application server you are connecting directly. This can be seen on the SAP Logon Pad which is used to login to your on-premise SAP Application server.

  

• client: The actual client number which is used for connecting to Workato. Use the same one you log into with your SAP Logon Pad. It's always a 3 digit integer.

  

The properties below are required if you are connecting to SAP Message Server. The Message Server is responsible for communication between SAP application servers. It passes requests from one application server to another within the system. This will allow Load Balancer on the SAP side to be enabled:

• mshost: Message Server host in the format of xx.xx.xx.xx. This is the IP Address of the Message Server you are connecting.

• msserv: Message Server port.

  mhost and msserv can be found in SAP Tcode SMMS as shown below:

  

• r3name: The system ID of the SAP system, e.g. R/3, SQ2. Can be found on the SAP Logon Pad which is used to login to your SAP Application server.

  

• group: Logical group name of the application servers. Can be found in SAP Tcode SMLG:

  

The properties below are required irrespective of the connection type, either Message Server or Application server:

• user: SAP RFC user. Using background user and disabling dialog properties are recommended.

  

• password: SAP RFC user password.

  

• lang: Logon language.

  

• sysnr: Two digit SAP system number.

  

• pool_capacity: Default to 3. Maximum number of idle connections that kept open for a SAP connection.

• peak_limit: Default to 10. Maximum number of active connections that can be created for SAP simultaneously.

These are required for SAP Outbound Connection properties:

• gwhost: SAP Gateway Host, in the number format of xx.xx.xx.xx.
• gwserv: Gateway server port.

• progid: SAP Program ID configured for Workato.

  The 3 properties above can be found in the SM59 Tcode for the created Workato RFC Destination:

  

• connection_count: Default to 2. The number of parallel connection can be open for outbound sap connection.

These are optional for Workato Connection properties (for advanced users):

• http_connect_timeout: Default 10000. Determines the timeout in milliseconds until a connection is established. A timeout value of zero is interpreted as an infinite timeout.
• http_connection_request_timeout: Default 10000. Returns the timeout in milliseconds used when requesting a connection from the connection manager. A timeout value of zero is interpreted as an infinite timeout.
• http_socket_timeout: Default 10000. Defines the socket timeout in milliseconds, which is the timeout for waiting for data or, put differently, a maximum period inactivity between two consecutive data packets.
• cm_max_total: Default 10. Total number of connections in the connection pool.
• cm_default_max_per_route: Default 5. Number of connections in the pool per route.

These are required for SAP IDoc Connection properties (defined to send IDocs to SAP). These can be dynamically overridden with the Workato recipe/mapping:

• SNDPOR: Transactional RFC port configured in SAP for Workato.
• SNDPRT: Partner profile type.
• SNDPRN: Partner profile Name defined for Workato.
• RCVPOR: SAP default Receiver Port.
• RCVPRT: Receiver Partner profile type.

• RCVPRN: Receiver Partner profile type defined for the SAP.

  To find the 6 properties above, send a sample IDoc to the created IDoc configuration in SAP. Proceed to Tcode WE19, open the IDoc number and its control record, then you can find all 6 properties in one place as shown below:

  

The below property is required to get IDoc dropdown list populated in the Workato Recipe creation UI configured on Receiver partner profile:

• OUT_RCVPRN: Receiver Partner profile type defined for the SAP. Can be the same as RCVPRN above for ease of use.

JMS connection profile

JMS connection profiles must be defined in the jms section. A JMS provider is specified by provider property of a connection profile. The following JMS providers are supported by the on-premises agent:

Amazon SQS

You need the following configuration properties when connecting to Amazon SQS:

jms:
  MyAmazonProfile:
    provider: amazon-sqs
    region: <Your Amazon API region, eg 'us-east-2'>
    accessKey: <Your Amazon API access key>
    secretKey: <Your Amazon API secret>

Note that you need to make sure your SQS queue is created before sending messages.

Apache ActiveMQ

For connecting to a running ActiveMQ broker you only need to specify the broker URL:

jms:
  MyActiveMQProfile:
    provider: activemq
    url: tcp://localhost:61616

ActiveMQ broker cannot be embedded into the agent. Using any vm:// broker connections is not supported.

Apache Kafka connection profile

Kafka connection profiles must be defined in the kafka section. You need the following configuration properties when connecting to Kafka:

kafka:
  MyKafkaProfile:
    ... connection properties ...

You can provide any Kafka consumer or producer configuration properties, e.g. bootstrap.servers or batch_size.

However, some properties are overridden by the on-premises agent and cannot be configured. You will get a warning when trying to redefine a protected property. Some examples of these protected properties:

Workato Agent also supports the following (non-Kafka) configuration properties:

ssl.* options above can be used when connecting to Kafka using SSL/TLS and allows you to keep PEM-encoded certificates and private keys inside the config.yml file. Any YAML-compatible multiline syntax could be used, for instance:

kafka:
  MyKafkaProfile:
    ssl.truststore:
    |
      -----BEGIN CERTIFICATE-----
      502mPNNAYkY4a7Zu84DLCXLFurEa4BhLBqLkzC6WdTrBN9z6Rp/svTIl6VgjSTP6
      .....
      -----END CERTIFICATE-----

Note that password-protected private keys cannot be inlined.

Active Directory connection profile

Active Directory connection profiles must be defined in the ldap section. Example profile:

ldap:
  active_directory_main:
    url: ldaps://acme.ldap.com:636
    username: cn=Administrator
    password: foobar
    base: dc=acme,dc=com
    ssl:
      cert: /path/to/PEM-encoded-certificate-or-trusted-CA
      trustAll: true

HTTP resources

The http configuration section allows configuring agent access to internal HTTPS resources:

http:
  trustAll: true
  verifyHost: true

The agent may be configured to allow accessing internal HTTPS resources which use self-signed certificates. To enable self-signed certificates set trustAll property to true.

Normally a server certificate's Common Name (or Subject Alternate Name) field should match the target hostname. If you want the agent to accept server certificates with non-matching hostname, disable hostname verification by setting verifyHost property to false (defaults to true).

NTLM connection profile

Certain HTTP resources require NTLM authentication. This can be done using a NTLM connection profile. Here are some example NTLM profiles:

ntlm:
  MyNtlmProfile:
    auth: "username:password@domain/workstation"
    base_url: "http://myntlmhost.com"
    cm_default_max_per_route: 15
    cm_max_total: 100
    verifyHost: true
    trustAll: false

  AnotherNtlmProfile:
    auth: "domain/workstation"
    username: "username"
    password: "password"
    base_url: "http://myntlmhost.com"
    cm_default_max_per_route: 15
    cm_max_total: 100
    verifyHost: true
    trustAll: false

The following profile properties are supported:

HTTP methods supported for NTLM connections are GET, POST, PUT, PATCH, DELETE and HEAD.

Command-line scripts profile

This profile allows users to run arbitrary scripts or commands on OPA. The script definition in the config file can have parameters. When you declare an action, you need to specify the values of the parameters.

An example profile on Unix can look like this:

command_line_scripts:
  workday_reports:
    concurrency_limit: 3
    timeout: 30
    scripts:
     copy_file:
       name: Copy file
       command:
         - /bin/cp
         - '{{source_file}}'
         - '{{target_directory}}'
       parameters:
         - { name: source_file }
         - { name: target_directory }           

     append_file_to_another:
       name: Append file to another
       command:
         - bash
         - -c
         - cat {{source_file}} >> {{target_file}}
       parameters:
         # Parameter quoting
         - { name: source_file, quote: '"' }
         # Advanced parameter quoting
         - { name: target_file, quote: { start: '"', end: '"', quote: '"', escape_char: \ } }

     generate_report:
       name: Generate report
       command:
         - python
         - /home/user/script.py
         - --from
         - '{{from_date}}'
         # Conditional fragment
         - { value: --to, if: to_date }
         # Conditional fragment
         - { value: '{{to_date}}', if: to_date }
       parameters:
         - { name: from_date }
         - { name: to_date, schema: { optional: true, control_type: select, pick_list: [01/01/2018, 02/02/2018] } }

The command-line script profiles are placed in the command_line_scripts section in config.yml. Each profile can contain multiple scripts. The profile configuration properties are as follows:

The hash key is used as an unique identifier for a script profile. The script configuration properties are as follows:

The command invocation element configuration can be just a string, but also can contain these properties:

The parameter configuration properties are as follows:

The quote configuration can just be a string or have properties. The properties are as follows:

If the quote configuration is a string, its value is considered as the value of the start, end and quote properties, and the escape_char property value is set to '\' on Unix and '""' on Windows.

The parameter schema configuration can have properties as follows:

Extensions profile

Working with Java extensions requires you to define an extensions profile. You need a server section to define where the jar files are located, and an extensions section to create individual profiles for the Java classes. A Java extension will be configured like this.

server:
  classpath: C:\\Program Files\\Workato Agent\\ext

extensions:
  security:
    controllerClass: com.mycompany.onprem.SecurityExtension
    secret: HA63A3043AMMMM

The server parameter configuration property is as follows:

Each extensions profile configuration properties are as follows:

Find out how to create a Java extension.