Power Apps でSage US データを連携利用

本記事では、Power Apps からデータベースのようにリアルタイム接続を行う方法を説明します。

Microsoft PowerApps は、データに連携するモバイルおよびタブレット向けアプリをドラッグ&ドロップとリッチな関数で実現します。CData API ServerとADO.NET Provider for Sage US (もしくは170+ の他のADO.NET Providers) を組み合わせて使い、PowerApps のリモートデータソースへの連携機能を拡張することができます。PowerApps のCommon Data Service に別途データをコピーする必要はありません。CData API Server は、Sage US データにデータベースのようなアクセスを可能にし、SaaS API やNoSQL をインメモリのSQL-92 エンジンで操作できるようにします。

CData API Server はSwagger のメタデータ標準をサポートします。Azure App Service、Microsoft Flow、およびPowerApps でSwagger メタデータからのUI 生成やコード生成が可能です。Swagger 定義を使えば、PowerApps からSage US に連携する関数が生成できます。本記事では、それらの関数をPowerApps から使って、リモートのSage US data に連携する方法を説明します。

Set Up the API Server

Follow the steps below to begin producing secure Sage US OData services:

Deploy

The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.

The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.

Connect to Sage US

After you deploy the API Server and the ADO.NET Provider for Sage US, provide authentication values and other connection properties by clicking Settings -> Connections and adding a new connection in the API Server administration console. You can then choose the entities you want to allow the API Server access to by clicking Settings -> Resources.

The Application Id and Company Name connection string options are required to connect to Sage as a data source. You can obtain an Application Id by contacting Sage directly to request access to the Sage 50 SDK.

Sage must be installed on the machine. The Sage.Peachtree.API.dll and Sage.Peachtree.API.Resolver.dll assemblies are required. These assemblies are installed with Sage in C:\Program Files\Sage\Peachtree\API\. Additionally, the Sage SDK requires .NET Framework 4.0 and is only compatible with 32-bit applications. To use the Sage SDK in Visual Studio, set the Platform Target property to "x86" in Project -> Properties -> Build.

You must authorize the application to access company data: To authorize your application to access Sage, restart the Sage application, open the company you want to access, and connect with your application. You will then be prompted to set access permissions for the application in the resulting dialog.

While the compiled executable will require authorization only once, during development you may need to follow this process to reauthorize a new build. To avoid restarting the Sage application when developing with Visual Studio, click Build -> Configuration Manager and uncheck "Build" for your project.

Authorize API Server Users

After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. You can authenticate as well as encrypt connections with SSL. Access can also be restricted by IP address; Access is restricted to only the local machine by default.

You will also need to enable CORS and then define the following sections by clicking Settings -> Server. As an alternative, you can select the option to allow all domains without '*'.

  1. Access-Control-Allow-Origin: Set this to a value of '*', or the domains you will be calling the API Server from.
  2. Access-Control-Allow-Methods: Set this to a value of "GET,PUT,POST,OPTIONS", or the HTTP methods you will need to use.
  3. Access-Control-Allow-Headers: Set this to "x-ms-client-request-id, authorization, content-type".

Last, you will need to configure the API Server to allow users to authenticate by passing the authtoken as a part of the URL. To do so, navigate to the www/app_data folder in the installation direction and modify the settings.cfg file to add the following line in the [Application] section:

AllowAuthTokenInURL = true

Retrieve the Swagger Metadata

You will use the metadata to create a Custom API connection. You can obtain the Swagger definition by making the following request in your browser and then saving the resulting JSON file:

http://MySite:MyPort/api.rsc/$swagger

Connect to Sage US Through the API Server

The following procedure shows how to create a simple app that searches remote Sage US data.

  1. In Microsoft PowerApps, click Custom connectors.
  2. Click Create customer connector and choose Import an OpenAPI file.
  3. Name the connector, browse to the JSON file, and click Continue.
  4. Fill in the relevant General information, ensure that Base URL is of the form /api.rsc/@myauthtoken (where myauthtoken is the AuthToken for a configure API Server user), and click Continue.
  5. Select Basic authentication for the Authentication type and use the default Parameter labels and names. Click Continue.
  6. Review the Action and Reference definitions and click Create connector.
  7. To test the connector, you will need to create a new connection. Click Test, click New Connection under Connections, and click Create.
  8. Navigate back to the connector from the Custom connectors menu and click Test. From here, you can test the available operations.

Connect the Data Source to a PowerApp

Follow the steps below to connect to Sage US from a PowerApp:

  1. From the PowerApps main menu, click Create an app and select the on-premises or cloud PowerApp Studio.
  2. Select a blank app (choose Phone layout or Tablet layout).
  3. In the View tab, click Data Sources and click Add data source.
  4. Click the Connection you created to test the connector.

Populate a Gallery

Follow the steps below to create a simple app that can search Sage US data. You will use PowerApps formulas to bind Sage US rows to rows in a gallery control.

  1. In the View tab, click Gallery -> Vertical to add a Gallery.

  2. After selecting a gallery, assign the Items property of the gallery to Sage US data on the Advanced tab of the gallery settings. The formula below will allow you to access columns in the Customer table.

    ForAll(CDataSwaggerAPI.getAllCustomer().value, {myName: Name, myLastInvoiceAmount: LastInvoiceAmount})
  3. Assign Sage US columns to UI elements by clicking the element and then setting the Text property (on the Advanced tab of the UI element) to ThisItem.myName or ThisItem.myLastInvoiceAmount.

Search Sage US Data

To filter the records displayed by the gallery, add a TextInput to your Screen, clear the Text property for the TextInput, and set the Items property of the gallery to a formula like the one below, replacing TextInput1 with the name of the TextInput control in your gallery, if necessary:

If(IsBlank(TextInput1.Text), ForAll(CDataSwaggerAPI.getAllCustomer().value, {myName: Name, myLastInvoiceAmount: LastInvoiceAmount}), ForAll(CDataSwaggerAPI.getAllCustomer({'$filter':Concatenate("contains(Name,",TextInput1.Text,")")}).value, {myName: Name, myLastInvoiceAmount: LastInvoiceAmount}))

The formula builds an OData query that the API Server executes against the remote Sage US data, ensuring that the search is run against the current data without first pulling in every record into the app. You can find more information on the supported OData in the API Server help documentation.

Edit Sage US Data

Follow the steps below to load an editable screen that shows the fields of the Sage US record selected in the gallery.

  1. On the Insert tab, click New Screen->Blank and name the screen "Details".
  2. Tie the gallery to the new screen: Select the arrow button in the first entry of the gallery and in the OnSelect field in the Advanced properties, enter the following:

    Navigate( Details, None )
  3. In the Details screen, from the Insert tab, add a label "Id" and another label for the Id value. Set the Text property to BrowseGallery.Selected.Id

For each column you will need to do the following. Note that for Custom APIs form elements cannot detect which requests need to be formulated to the API Server, so you will need to write the data modification formulas manually.

  1. Add a label for the field.
  2. Add a text input from the Text menu to the screen and set the text property to the value from the selected item from the gallery (i.e.: BrowseGallery.Selected.myName).

To give your app basic update functionality and navigation, add Submit and Back buttons:

  1. For the Submit button, set the OnChange property to the following: CDataSwaggerAPI.updateCustomer(BrowseGallery.Selected.myId,BrowseGallery.Selected.myId,{Name:TextInput1.Text,LastInvoiceAmount:TextInput2.Text})
  2. For the Back button, set the OnSelect field to the following: Navigate( BrowseScreen, None )

Your mobile or tablet app can now browse, search, and update Sage US data.

 
 
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