Visualize Pipeliner CRM Data in TIBCO Spotfire through OData

OData is a major protocol enabling real-time communication among cloud-based, mobile, and other online applications. The CData API Server provides Pipeliner CRM data to OData consumers like TIBCO Spotfire. This article shows how to use the API Server and Spotfire's built-in support for OData to access Pipeliner CRM data in real time.

Set Up the API Server

If you have not already done so, download the CData API Server. Once you have installed the API Server, follow the steps below to begin producing secure Pipeliner CRM OData services:

Connect to Pipeliner CRM

To work with Pipeliner CRM data from TIBCO Spotfire, we start by creating and configuring a Pipeliner CRM connection. Follow the steps below to configure the API Server to connect to Pipeliner CRM data:

1. First, navigate to the Connections page.
2. Click Add Connection and then search for and select the Pipeliner CRM connection. 👁 Selecting a data source (SQLite is shown)
   
3. Enter the necessary authentication properties to connect to Pipeliner CRM.

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

   Pipeliner CRM API Profile Settings

   Navigate to Administration > Obtain API Key within your Pipeliner CRM workspace to retrieve the API Token, API Password, Space ID, and Service URL.

   👁 Connecting to a datasource (SQLite is shown)
   
4. After configuring the connection, click Save & Test to confirm a successful connection.

Configure API Server Users

Next, create a user to access your Pipeliner CRM data through the API Server. You can add and configure users on the Users page. Follow the steps below to configure and create a user:

1. On the Users page, click Add User to open the Add User dialog.
2. Next, set the Role, Username, and Privileges properties and then click Add User. 👁 Configure a new user
   
3. An Authtoken is then generated for the user. You can find the Authtoken and other information for each user on the Users page: 👁 API Server user settings
   

Creating API Endpoints for Pipeliner CRM

Having created a user, you are ready to create API endpoints for the Pipeliner CRM tables:

1. First, navigate to the API page and then click Add Table . 👁 Add tables
   
2. Select the connection you wish to access and click Next. 👁 Select the connection (SQLite is shown)
   
3. With the connection selected, create endpoints by selecting each table and then clicking Confirm. 👁 Adding tables from the connection (SQLite is shown)
   

Gather the OData Url

Having configured a connection to Pipeliner CRM data, created a user, and added resources to the API Server, you now have an easily accessible REST API based on the OData protocol for those resources. From the API page in API Server, you can view and copy the API Endpoints for the API:

Create Data Visualizations on External Pipeliner CRM Data

1. Open Spotfire and click Add Data Tables -> OData.
2. In the OData Connection dialog, enter the following information:
   • Service URL: Enter the API Server's OData endpoint. For example:

     http://localhost:8080/api.rsc

   • Authentication Method: Select Username and Password.
   • Username: Enter the username of an API Server user. You can create API users on the Security tab of the administration console.
   • Password: Enter the authtoken of an API Server user.
   👁 Required connection settings to connect to the API Server.
   
3. Select the tables and columns you want to add to the dashboard. This example uses Account. 👁 API Server API Entities. (Salesforce is shown.)
   
4. If you want to work with the live data, click the Keep Data Table External option. This option enables your dashboards to reflect changes to the data in real time.

   If you want to load the data into memory and process the data locally, click the Import Data Table option. This option is better for offline use or if a slow network connection is making your dashboard less interactive.

5. After adding tables, the Recommended Visualizations wizard is displayed. When you select a table, Spotfire uses the column data types to detect number, time, and category columns. This example uses Id in the Numbers section and Success in the Categories section.👁 Recommended visualizations for the imported data table. (Salesforce is shown.)
   

After adding several visualizations in the Recommended Visualizations wizard, you can make other modifications to the dashboard. For example, you can apply a filter: After clicking the Filter button, the available filters for each query are displayed in the Filters pane.