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

⇱ Analyze Landbot Data in Infragistics Reveal


Analyze Landbot 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 Landbot data and visualize live Landbot 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 Landbot data. The CData API Server generates an OData API for Landbot, which is natively consumable in Reveal. In this article, we walk through connecting to Landbot in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.

Connect to Landbot 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 "Landbot" πŸ‘ Selecting a Connector (Salesforce is shown).
  3. Enter the necessary authentication properties to connect to Landbot.

    Using API Key Authentication

    Landbot uses token-based authentication. Obtain your agent token from Settings > Account in your Landbot account.

    Set the following connection properties:

    • AuthScheme: Set this to APIKey.
    • APIKey: Set this to your Landbot agent token.

    Sample Connection String

    Profile=C:\profiles\Landbot.apip;AuthScheme=APIKey;APIKey=your_agent_token_here;
    
    πŸ‘ Configuring a connection (Salesforce is shown).

Add Landbot Resource Definitions in API Server

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

  1. Click Settings -> Resources -> Add Resource πŸ‘ Adding a new resource
  2. Select the Landbot 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 Landbot from Reveal through API Server.

  1. Click Settings -> Users
  2. Click Add
  3. Configure a User with access to the Landbot 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 Landbot 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 Landbot data. For more information on creating OData feeds from Landbot (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Landbot data in tools that consume OData APIs.