Analyze HubDB Data in Infragistics Reveal

Reveal, an offering from Infragistics, serves as a data visualization tool that seamlessly integrates with CData Connect AI. Together, they empower users to deliver dynamic dashboards using real-time data from a diverse range of data sources, including HubDB data. In this article, we will guide you through the process of connecting to HubDB via Connect AI and subsequently linking Connect AI with Infragistics Reveal to construct a straightforward dashboard.

Connect to HubDB from Infragistics Reveal

To work with live HubDB data in Infragistics Reveal, we need to connect to HubDB from Connect AI, provide user access to the connection, and create a Workspace for the HubDB data.

Connect to HubDB from Connect AI

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

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "HubDB" from the Add Connection panel

3. Enter the necessary authentication properties to connect to HubDB.

   There are two authentication methods available for connecting to HubDB data source: OAuth Authentication with a public HubSpot application and authentication with a Private application token.

   Using a Custom OAuth App

   AuthScheme must be set to "OAuth" in all OAuth flows. Be sure to review the Help documentation for the required connection properties for you specific authentication needs (desktop applications, web applications, and headless machines).

   Follow the steps below to register an application and obtain the OAuth client credentials:

   1. Log into your HubSpot app developer account.
      • Note that it must be an app developer account. Standard HubSpot accounts cannot create public apps.
   2. On the developer account home page, click the Apps tab.
   3. Click Create app.
   4. On the App info tab, enter and optionally modify values that are displayed to users when they connect. These values include the public application name, application logo, and a description of the application.
   5. On the Auth tab, supply a callback URL in the "Redirect URLs" box.
      • If you're creating a desktop application, set this to a locally accessible URL like http://localhost:33333.
      • If you are creating a Web application, set this to a trusted URL where you want users to be redirected to when they authorize your application.
   6. Click Create App. HubSpot then generates the application, along with its associated credentials.
   7. On the Auth tab, note the Client ID and Client secret. You will use these later to configure the driver.

   8. Under Scopes, select any scopes you need for your application's intended functionality.

      A minimum of the following scopes is required to access tables:

      • hubdb
      • oauth
      • crm.objects.owners.read
   9. Click Save changes.
   10. Install the application into a production portal with access to the features that are required by the integration.
       • Under "Install URL (OAuth)", click Copy full URL to copy the installation URL for your application.
       • Navigate to the copied link in your browser. Select a standard account in which to install the application.
       • Click Connect app. You can close the resulting tab.

   Using a Private App

   To connect using a HubSpot private application token, set the AuthScheme property to "PrivateApp."

   You can generate a private application token by following the steps below:

   1. In your HubDB account, click the settings icon (the gear) in the main navigation bar.
   2. In the left sidebar menu, navigate to Integrations > Private Apps.
   3. Click Create private app.
   4. On the Basic Info tab, configure the details of your application (name, logo, and description).
   5. On the Scopes tab, select Read or Write for each scope you want your private application to be able to access.
   6. A minimum of hubdb and crm.objects.owners.read is required to access tables.
   7. After you are done configuring your application, click Create app in the top right.
   8. Review the info about your application's access token, click Continue creating, and then Show token.
   9. Click Copy to copy the private application token.

   To connect, set PrivateAppToken to the private application token you retrieved.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add HubDB Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure HubDB Endpoints for Infragistics Reveal

After connecting to HubDB, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
2. Click Add to add new assets to the Workspace.
3. Select the HubDB connection (e.g. HubDB1) and click Next.
4. Select the table(s) you wish to work with and click Confirm.
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to HubDB data from Infragistics Reveal.

Create a Dashboard in Reveal

With Connect AI configured, we can visualize HubDB data in Reveal.

1. Log into Reveal and click Dashboards -> New
2. Click Data Sources -> OData Feed
3. Specify the Connect AI OData API endpoint URL (found on the OData page): https://cloud.cdata.com/api/odata/{workspace_name}
4. Select Generic Credentials and
   • Set Username to a Connect AI username (e.g. [email protected])
   • Set Password to the PAT for the user
   
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 HubDB data. For more information on creating OData feeds from HubDB (and more than 100 other sources), visit the Connect AI page. Sign up for a free trial and start working live HubDB data in tools that consume OData APIs.