Analyze Sage X3 Cloud Data in Infragistics Reveal

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to create on OData API on top of Sage X3 Cloud data and visualize live Sage X3 Cloud 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 Sage X3 Cloud data. In this article, we will guide you through the process of connecting to Sage X3 Cloud via Connect AI and subsequently linking Connect AI with Infragistics Reveal to construct a straightforward dashboard.

Connect to Sage X3 Cloud from Infragistics Reveal

To work with live Sage X3 Cloud data in Infragistics Reveal, we need to connect to Sage X3 Cloud from Connect AI, provide user access to the connection, and create a Workspace for the Sage X3 Cloud data.

Connect to Sage X3 Cloud 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. Adding a Connection
  2. Select "Sage X3 Cloud" from the Add Connection panel
    3. Selecting a data source
  3. Enter the necessary authentication properties to connect to Sage X3 Cloud.

    Sage X3 Cloud uses the OAuth 2.0 Client Credentials flow, and an X-API-Key is also required for API access. Set AuthScheme to OAuth and specify the following connection properties:

    • URL: The base URL of your Sage X3 Cloud instance.
    • OAuthAccessTokenUrl: The OAuth token endpoint (e.g., https://your-auth-domain/oauth/token).
    • OAuthClientId: Your OAuth application client ID.
    • OAuthClientSecret: Your OAuth application client secret.
    • Audience: The API audience value for the token request.
    • XAPIKey: The X-API-Key provided by your Sage X3 Cloud administrator.
    • Folder: The Sage X3 folder name (e.g., SEED). This folder is used as the default schema.
    • Folders (optional): A comma-separated list of Sage X3 folders (e.g., SEED,PERF). Each folder is exposed as a separate schema, so you can query across folders with the Schema.Table syntax.

    The driver obtains an access token with the Client Credentials flow and sends it with the X-API-Key on every API request. With InitiateOAuth set to GETANDREFRESH (the default), the driver acquires and refreshes the token automatically.

    Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Sage X3 Cloud Connection page and update the User-based permissions. Updating 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. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Sage X3 Cloud Endpoints for Infragistics Reveal

After connecting to Sage X3 Cloud, 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). The Workspaces page. Adding a new Workspace.
  2. Click Add to add new assets to the Workspace.
  3. Select the Sage X3 Cloud connection (e.g. SageX3Cloud1) and click Next. Selecting an Asset (Salesforce is shown).
  4. Select the table(s) you wish to work with and click Confirm. Selecting Tables (Salesforce is shown).
  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 Sage X3 Cloud data from Infragistics Reveal.

Create a Dashboard in Reveal

With Connect AI configured, we can visualize Sage X3 Cloud data in Reveal.

  1. Log into Reveal and click Dashboards -> New Adding a new dashboard
  2. Click Data Sources -> OData Feed Adding a new OData data source
  3. Specify the Connect AI OData API endpoint URL (found on the OData page): https://cloud.cdata.com/api/odata/{workspace_name} Configuring the OData URL
  4. Select Generic Credentials and
    • Set Username to a Connect AI username (e.g. [email protected])
    • Set Password to the PAT for the user
    Configuring the credentials
  5. Select the entity you wish to visualize Selecting an entity to visualize (Salesforce is shown.)
  6. Select fields and choose a chart type Visualizing data in Reveal (Salesforce is shown.)

More Information & Free Trial

At this point, you have created a simple dashboard from live Sage X3 Cloud data. For more information on creating OData feeds from Sage X3 Cloud (and more than 100 other sources), visit the Connect AI page. Sign up for a free trial and start working live Sage X3 Cloud data in tools that consume OData APIs.

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