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Analyze DocuSign Data in Infragistics Reveal
Use the CData API 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 API Server and DocuSign ADO.NET Provider to build dynamic dashboards from live DocuSign data. The CData API Server generates an OData API for DocuSign, which is natively consumable in Reveal. In this article, we walk through connecting to DocuSign in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.
Connect to DocuSign from API Server
CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Open API Server and click Settings -> Connection -> Add Connection
- Select "DocuSign"
- 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, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.
Add DocuSign Resource Definitions in API Server
After connecting to DocuSign, create Resources, which represent API endpoints for DocuSign data.
- Click Settings -> Resources -> Add Resource
- Select the DocuSign connection
- Select the table you wish to retrieve and click Next
- (Optional) Edit the resource to select specific fields and more
- Save the settings
Add an API Server User
Create a User to connect to DocuSign from Reveal through API Server.
- Click Settings -> Users
- Click Add
- Configure a User with access to the DocuSign Connection and Resource(s)
(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 Settings -> Server.
- 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 the API Server configured, we can visualize DocuSign data in Reveal.
- Log into Reveal and click Dashboards -> New
- Click Data Source -> OData Feed
- Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc
- Select Generic Credentials and specify the API 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 API Server page. Download a free, 30-day trial and start working live DocuSign data in tools that consume OData APIs.
