The installation instructions describe how to integrate your Workday account with Netskope. To configure Workday for SaaS Security Posture Management, you need to authorize Netskope as a web application client to access your Workday account. To configure Workday for SaaS Security Posture Management, follow the instructions.
Step 1 : Create an Integration System User
Netskope integration with Workday requires an integration system user. If you already have created one, you can skip these steps. Follow the steps to create an integration system user:
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Log in to your Workday account.
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On the search bar, search for Create Integration System User, and click Create Integration System User.
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On the Create Integration System User pop-up window, enter the following details:
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Enter the User Name of the integration system user.
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Enter the New Password and New Password Verify.
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Click Do Not Allow UI Sessions checkbox.
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Click OK, then Done.
Configure Permissions for Integration System User
To configure an integration system user in order to authenticate the SaaS Security Posture Management, follow the steps below.
Create an Integration System Security Group
This section explains how to create a new integration system security group and assign it to the integration system user. For more information on security groups, see Workday article on Security Groups.
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Log in to your Workday account.
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On the search bar, search for Create Security Group, and click Create Security Group.
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On the Create Security Group pop-up window, enter the following details and click Ok.
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For Type of Tenant Security Group, select Integration System Security Group (Unconstrained).
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Enter the name of the security group.
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On the Edit Integration System Security Group (Unconstrained) window, enter the following details:
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For Integration System Users, select the integration system user you created earlier. This will be the user who will authenticate the SaaS Security Posture Management.
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Click Ok and then Done.
Add Domain Security Policy to Security Group
This section explains how to add domain security policies and map it to the newly created integration system security group.
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Log in to your Workday account.
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On the search bar, search for Maintain Permissions for Security Group, and click Maintain Permissions for Security Group.
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On the Maintain Permissions for Security Group pop-up window, enter the following details and click Ok.
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Select Operation as Maintain.
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In Source Security Group, select the newly created integration system security group.
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On the Maintain Permissions for Security Group window, under the Domain Security Policy Permissions tab, click the + icon.
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Add the Permissions Required for Workday.
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Click OK, then Done.
Update permissions for Security Group in Workday
Follow the steps to update permissions for Security Group:
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On the search bar, search for Maintain Permissions for Security Group, and click Maintain Permissions for Security Group.
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On the Maintain Permissions for Security Group pop-up window, set Operation as Maintain and select the Source Security Group.
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Under the Domain Security Policy Permissions tab, click the + icon and update the domain security policies.
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Follow Activate Pending Security Policy Changes steps to activate the security policy changes.
Activate Pending Security Policy Changes
Once you have added the domain security policies, it’s time to commit the pending security policy changes. To do so, follow the steps below:
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Log in to your Workday account.
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On the search bar, search for Activate Pending Security Policy Changes, and click Activate Pending Security Policy Changes.
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On the Activate Pending Security Policy Changes window, enter a comment and click Ok.
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Check Confirm and click OK.
Here you may notice the number of domain security policies are more than you added in this procedure, this is because of the child policies to the domain security policies.
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Receive an acknowledgement.
Step 2 : Register an API Client for Integrations in Workday
To integrate Netskope with Workday, you need to create a new API client in Workday. To do so, follow the steps below:
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Log in to your Workday account.
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On the search bar, search for Register API Client for Integrations, and click Register API Client for Integrations.
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On the Register API Client for Integrations pop up window, enter the following details and click OK:
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Enter a Client Name.
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Select the Non-Expiring Refresh Tokens checkbox.
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Under Scope (Functional Areas), select Integration, Organization and Roles, Implementation, and System.
Update API Client scopes in Workday
Follow the steps to update API Client scopes:
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On the search bar, search for View API Clients, and click View API Clients.
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On the View API Clients page, click API Clients for Integrations tab and select the API Client for Integration which you created for Netskope Integration.
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Click the three dots and then hover over API Client and Select Edit API Client for Integration.
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Add required scopes (Functional Areas) to the API Client for Integration.
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Click Ok and Done to confirm the update of API Client.
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Note down the values of the following fields. These values will be required when you set up the Workday instance in the Netskope UI.
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Client ID
Do not use the Client ID in any other 3rd party integration. The client ID should be used exclusively for Netskope integration. -
Client Secret – Client Secret value is visible as soon as you register the API client. Once you move away from the registration page, the Client Secret value is not visible.
Generate a new Client Secret value in Workday
Search Generate New API Client Secret in the Workday search bar and follow the instructions on the screen to create a new API Client Secret.
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On the same page, click the Settings icon -> API Client -> Manage Refresh Tokens for Integrations.
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Select the Workday Account you created in the Create an Integration System User step used to authenticate the Netskope service and click OK.
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Check Generate New Refresh Token and click OK.
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Note down the value of Refresh Token. The value will be required when you set up the Workday instance in the Netskope UI.
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On the search bar, search for View API Clients, and click View API Clients.
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On the View API Clients page, note down the values of the Workday REST API Endpoint and Token Endpoint fields. These values will be required when you set up the Workday instance in the Netskope UI.
Step 3 : Configure a Workday Instance in the Netskope UI
To authorize Netskope to access your Workday instance:
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Log in to the Netskope tenant and go to Settings > Configure App Access > Next Gen > Security Posture.
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In the Applications list, select Workday and click the Setup Security Posture Instance button.
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The Setup Instance window opens. Enter the following details you noted down when registering the API client for Integration in Workday:
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Client ID
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Client Secret
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Refresh Token
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Token Endpoint
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Workday Rest API Endpoint
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Administrator Email
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Select the Security Scan Interval.
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Instance Name – Enter the name of the Workday tenant without spaces
“Organization” resource type will be fetched every 1 hour interval irrespective of the scan interval configured because this resource could be huge in number and Workday does not have a polling API support for this. -
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Click Grant Access.
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Refresh your browser, and you will see the instance.