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Analyze Reckon Data in Infragistics Reveal
Use the CData API Server to create an OData API on top of Reckon data and visualize live Reckon data in Ingragistics Reveal.
Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server and Reckon ADO.NET Provider to build dynamic dashboards from live Reckon data. The CData API Server generates an OData API for Reckon, which is natively consumable in Reveal. In this article, we walk through connecting to Reckon in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.
Connect to Reckon 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 "Reckon"
- Enter the necessary authentication properties to connect to Reckon.
When you are connecting to a local Reckon instance, you do not need to set any connection properties.
Requests to Reckon are made through the Remote Connector. The Remote Connector runs on the same machine as Reckon and accepts connections through a lightweight, embedded Web server. The server supports SSL/TLS, enabling users to connect securely from remote machines.
The first time you connect to your company file, authorize the Remote Connector with Reckon. See the "Getting Started" chapter of the help documentation for a guide.
Add Reckon Resource Definitions in API Server
After connecting to Reckon, create Resources, which represent API endpoints for Reckon data.
- Click Settings -> Resources -> Add Resource
- Select the Reckon 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 Reckon from Reveal through API Server.
- Click Settings -> Users
- Click Add
- Configure a User with access to the Reckon 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 Reckon 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 Reckon data. For more information on creating OData feeds from Reckon (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Reckon data in tools that consume OData APIs.
