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Get the Report →Analyze DocuSign Data in Infragistics Reveal
Use the CData Connect Server to create an OData API on top of DocuSign data and visualize live DocuSign data in Ingragistics Reveal.
Reveal is a data visualization solution provided by Infragistics and can be paired with the CData Connect Server and DocuSign Connector to build dynamic dashboards from live DocuSign data. The CData Connect Server creates a virtual database for DocuSign and can be used to generate an OData API (natively consumable in Reveal) for DocuSign. In this article, we walk through connecting to DocuSign in Connect Server and connecting to Connect Server from Infragistics Reveal to create a simple dashboard.
Add a Connect Server User
Create a User to connect to DocuSign from Reveal through Connect Server.
- Click Users -> Add
- Configure a User
- Click Save Changes and make note of the Authtoken for the new user
Connect to DocuSign from Connect Server
CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Open Connect Server and click Connections
- Select "DocuSign" from Available Data Sources
- Enter the necessary authentication properties to connect to DocuSign.
To connect to DocuSign, set the following connection properties:
- UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
- AccountId (optional): set it in the connection string if you have access to multiple Account Ids
Authenticating to DocuSign
DocuSign uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.
- Click Save Changes
- Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal).
Add DocuSign OData Endpoints in Connect Server
After connecting to DocuSign, create OData Endpoint for the desired table(s).
- Click OData -> Tables -> Add Tables
- Select the DocuSign database
- Select the table(s) you wish to work with and click Next
- (Optional) Edit the resource to select specific fields and more
- Save the settings
(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 OData -> Settings.
- 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 Connect Server configured, we can visualize DocuSign data in Reveal.
- Log into Reveal and click Dashboards -> New
- Click Data Source -> OData Feed
- Specify the Connect Server API endpoint URL (found in API -> Discovery -> Base URL), for example: CONNECT_SERVER_URL/api.rsc
- Select Generic Credentials and specify the Connect Server username and authentication token
- Select the entity you wish to visualize
- Select fields and choose a chart type
More Information & Free Trial
At this point, you have created a simple dashboard from live DocuSign data. For more information on creating OData feeds from DocuSign (and more than 150 other sources), visit the Connect Server page. Download a free, 30-day trial and start working live DocuSign data in tools that consume OData APIs.