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Analyze Dynamics NAV Data in Infragistics Reveal
Use the CData API Server to create an OData API on top of Dynamics NAV data and visualize live Dynamics NAV data in Ingragistics Reveal.
Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server and Dynamics NAV ADO.NET Provider to build dynamic dashboards from live Dynamics NAV data. The CData API Server generates an OData API for Dynamics NAV, which is natively consumable in Reveal. In this article, we walk through connecting to Dynamics NAV in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.
Connect to Dynamics NAV 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 "Dynamics NAV"
- Enter the necessary authentication properties to connect to Dynamics NAV.
Before you can connect, OData Services will need to be enabled on the server. Once OData Services are enabled, you will be able to query any Services that are published on the server.
The User and Password properties, under the Authentication section, must be set to valid Dynamics NAV user credentials. In addition, specify a URL to a valid Dynamics NAV server organization root and a ServerInstance. If there is not a Service Default Company for the server, set the Company as well.
Add Dynamics NAV Resource Definitions in API Server
After connecting to Dynamics NAV, create Resources, which represent API endpoints for Dynamics NAV data.
- Click Settings -> Resources -> Add Resource
- Select the Dynamics NAV 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 Dynamics NAV from Reveal through API Server.
- Click Settings -> Users
- Click Add
- Configure a User with access to the Dynamics NAV 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 Dynamics NAV 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 Dynamics NAV data. For more information on creating OData feeds from Dynamics NAV (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Dynamics NAV data in tools that consume OData APIs.
