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

Connect to Clari 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
2. Select "Clari"
3. Enter the necessary authentication properties to connect to Clari.

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

   Clari API Profile Settings

   Obtain your API Key and API Secret from Clari workspace settings under Integrations > Clari Copilot API.

   

Add Clari Resource Definitions in API Server

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

1. Click Settings -> Resources -> Add Resource
2. Select the Clari connection
3. Select the table you wish to retrieve and click Next
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 Clari from Reveal through API Server.

1. Click Settings -> Users
2. Click Add
3. Configure a User with access to the Clari Connection and Resource(s)

(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.

Create a Dashboard in Reveal

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

1. Log into Reveal and click Dashboards -> New
2. Click Data Source -> OData Feed
3. Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc
4. Select Generic Credentials and specify the API Server username and authentication token
5. Select the entity you wish to visualize
6. Select fields and choose a chart type

More Information & Free Trial

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