VOOZH about

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

⇱ Analyze Optimizely Data in Infragistics Reveal


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

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

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

    Optimizely API Profile Settings

    Generate a personal API token at app.optimizely.com/v2/profile/api in your Optimizely account settings.

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

Add Optimizely Resource Definitions in API Server

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

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

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