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Establish a connection to Workfront Data Connect

Last update: Thu Nov 21 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

Workfront Data Connect allows you to use your organization’s Workfront data with business intelligence tools or store it in an external data warehouse.

In order connect your Data Connect data lake with an external product, you must first create a connection as described in Create a reader account or connection for Snowflake. Then, you must add any required IPs to the allowlist as described in Add IPs to the allowlist below.

Most products will require the following information about your data lake to establish a connection:

Field name
Value
Server
The URL for the connection, without the https:// portion (found on the Data Connect page in Workfront*)
Port
443
Database
WORKFRONT
Warehouse
READER_WH
Schema
WF
Role
READER_ROLE
Username
The username chosen when creating the connection (found on the Data Connect page in Workfront*)
Password
The password chosen upon first Snowflake login*

*For information on where to find the Data Connect page containing your connections, see Create a reader account or connection for Snowflake.

IMPORTANT
Once one entry is added to the IP allowlist, all other IP addresses are no longer permitted. Ensure you have input all required IP addresses—for both the building and reading experiences of your visualization tool—before attempting to use the tool. If not, you may encounter an error regarding invalid credentials.
If you don’t have any IP addresses included in your allowlist but are still having trouble connecting to a BI tool, check the proxy server configuration for the BI tool.

Access requirements

Expand to view access requirements.

You must have the following access to perform the steps in this article:

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ÃÛ¶¹ÊÓƵ Workfront plan

Included in the following plans:

  • Ultimate

Can be purchased as an add-on to the following plans:

  • Select
  • Prime

Workfront Data Connect is not available for legacy Workfront plans.
ÃÛ¶¹ÊÓƵ Workfront license Plan
Access level configurations You must be a Workfront administrator.

For more detail about the information in this table, see Access requirements in Workfront documentation.

Add IPs to the allowlist

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup.

  2. In the left panel, click System > Data Connect.

  3. Click on the Allowed IPs tab, then click on the Add an IP Address to your Allowlist button.

  4. Enter a name for the IP address in IP Address description and enter the IP address (or CIDR block) for the tool you would like to use in IP Address, then click Add IP to Allowlist.

    Add IP address {width="500"}

Remove an IP address from the allowlist

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup.

  2. In the left panel, click System > Data Connect.

  3. Click on the Allowed IPs tab, then click on the trashcan icon Delete icon to the right of the IP address you would like to remove.

  4. In the window that appears, check the box to confirm and then click Delete.

Share data with Business intelligence tools

A number of common business intelligence tools are listed below; visit their documentation sites to learn more about connecting to your data lake.

  • Tableau
  • Power BI
  • Domo
  • SAP HANA

Store data in an external data warehouse

A number of common data warehouses are listed below; visit their documentation sites to learn more about connecting to your data lake.

  • Databricks
  • AWS Redshift
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