Visualize Act-On Data in TIBCO Spotfire through OData

OData is a major protocol enabling real-time communication among cloud-based, mobile, and other online applications. The CData API Server, when paired with the ADO.NET Provider for Act-On, provides Act-On data (or data from 200+ other ADO.NET Providers) to OData consumers like TIBCO Spotfire. This article shows how to use the API Server and Spotfire's built-in support for OData to access Act-On data in real time.

Set Up the API Server

Follow the steps below to begin producing secure Act-On OData services:

Deploy

The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.

The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.

Connect to Act-On

After you deploy the API Server and the ADO.NET Provider for Act-On, provide authentication values and other connection properties needed to connect to Act-On by clicking Settings -> Connections and adding a new connection in the API Server administration console.

ActOn uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties.

See the Getting Started guide in the CData driver documentation for more information.

When you configure the connection, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

You can then choose the Act-On entities you want to allow the API Server access to by clicking Settings -> Resources.

Authorize API Server Users

After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.

Create Data Visualizations on External Act-On Data

1. Open Spotfire and click Add Data Tables -> OData.
2. In the OData Connection dialog, enter the following information:
   • Service URL: Enter the API Server's OData endpoint. For example: http://localhost:8032/api.rsc
   • Authentication Method: Select Username and Password.
   • Username: Enter the username of an API Server user. You can create API users on the Security tab of the administration console.
   • Password: Enter the authtoken of an API Server user.
   
3. Select the tables and columns you want to add to the dashboard. This example uses Images.
4. If you want to work with the live data, click the Keep Data Table External option. This option enables your dashboards to reflect changes to the data in real time.

   If you want to load the data into memory and process the data locally, click the Import Data Table option. This option is better for offline use or if a slow network connection is making your dashboard less interactive.

5. After adding tables, the Recommended Visualizations wizard is displayed. When you select a table, Spotfire uses the column data types to detect number, time, and category columns. This example uses Name in the Numbers section and Id in the Categories section.

After adding several visualizations in the Recommended Visualizations wizard, you can make other modifications to the dashboard. For example, you can apply a filter: After clicking the Filter button, the available filters for each query are displayed in the Filters pane.