Analyze DocuSign Data in Infragistics Reveal

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CData Connect



Use the CData Connect Cloud 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 Cloud and DocuSign Connector to build dynamic dashboards from live DocuSign data. The CData Connect Cloud 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 Cloud and connecting to Connect Cloud from Infragistics Reveal to create a simple dashboard.

Add a Connect Cloud User

Create a User to connect to DocuSign from Reveal through Connect Cloud.

  1. Click Users -> Add
  2. Configure a User
  3. Click Save Changes and make note of the Authtoken for the new user

Connect to DocuSign from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Open Connect Cloud and click Databases
  2. Select "DocuSign" from Available Data Sources
  3. 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.

  4. Click Test Database
  5. 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 Cloud

After connecting to DocuSign, create OData Endpoint for the desired table(s).

  1. Click OData -> Tables -> Add Tables
  2. Select the DocuSign database
  3. Select the table(s) you wish to work with and click Next
  4. (Optional) Edit the resource to select specific fields and more
  5. 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 Cloud configured, we can visualize DocuSign data in Reveal.

  1. Log into Reveal and click Dashboards -> New
  2. Click Data Source -> OData Feed
  3. Specify the Connect Cloud API endpoint URL (found in API -> Discovery -> Base URL), for example: https://www.cdatacloud.com/myinstance/api.rsc
  4. Select Generic Credentials and specify the Connect Cloud 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 DocuSign data. For more information on creating OData feeds from DocuSign (and more than 150 other sources), visit the Connect Cloud page. Download a free, 30-day trial and start working live DocuSign data in tools that consume OData APIs.