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URL: https://www.cdata.com/kb/tech/humanity-odata-infragistics-reveal.rst

⇱ Analyze Humanity Data in Infragistics Reveal


Analyze Humanity Data in Infragistics Reveal

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the CData API Server to create an OData API on top of Humanity data and visualize live Humanity data in Infragistics Reveal.

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live Humanity data. The CData API Server generates an OData API for Humanity, which is natively consumable in Reveal. In this article, we walk through connecting to Humanity in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.

Connect to Humanity from API Server

CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Open API Server and click Settings -> Connection -> Add Connection πŸ‘ Adding a connection
  2. Select "Humanity" πŸ‘ Selecting a Connector (Salesforce is shown).
  3. Enter the necessary authentication properties to connect to Humanity.

    Start by setting the Profile connection property to the location of the Humanity Profile on disk (e.g. C:\profiles\Humanity.apip). Next, set the ProfileSettings connection property to the connection string for Humanity (see below).

    Humanity API Profile Settings

    Create an OAuth application from Settings > API V2 in your Humanity account to obtain an App ID and App Secret.

    πŸ‘ Configuring a connection (Salesforce is shown).

Add Humanity Resource Definitions in API Server

After connecting to Humanity, create Resources, which represent API endpoints for Humanity data.

  1. Click Settings -> Resources -> Add Resource πŸ‘ Adding a new resource
  2. Select the Humanity connection πŸ‘ Selecting a connection (Salesforce is shown)
  3. Select the table you wish to retrieve and click Next πŸ‘ Selecting a Table (Salesforce is shown)
  4. (Optional) Edit the resource to select specific fields and more
  5. Save the settings

Add an API Server User

Create a User to connect to Humanity from Reveal through API Server.

  1. Click Settings -> Users
  2. Click Add
  3. Configure a User with access to the Humanity Connection and Resource(s) πŸ‘ Creating a new user
πŸ‘ API Server users

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.

  • Enable cross-origin resource sharing (CORS): ON
  • Allow all domains without '*': ON
  • Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
  • Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

πŸ‘ Configuring CORS settings

Create a Dashboard in Reveal

With the API Server configured, we can visualize Humanity data in Reveal.

  1. Log into Reveal and click Dashboards -> New πŸ‘ Adding a new dashboard
  2. Click Data Source -> OData Feed πŸ‘ Adding a new OData data source
  3. Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc πŸ‘ Configuring the OData URL
  4. Select Generic Credentials and specify the API Server username and authentication token πŸ‘ Configuring the credentials
  5. Select the entity you wish to visualize πŸ‘ Selecting an entity to visualize (Salesforce is shown.)
  6. Select fields and choose a chart type πŸ‘ Visualizing data in Reveal (Salesforce is shown.)

More Information & Free Trial

At this point, you have created a simple dashboard from live Humanity data. For more information on creating OData feeds from Humanity (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Humanity data in tools that consume OData APIs.