DataBind Wijmo Grid to Sugar CRM Data

The API Server, when paired with the ADO.NET Provider for Sugar CRM (or any of 200+ other ADO.NET Providers), provides Sugar CRM data as Web services, which enable connectivity to live data. This article shows how to consume JSONP-formatted Sugar CRM data from a Wijmo Grid.

Set Up the API Server

Follow the steps below to begin producing secure Sugar CRM 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 Sugar CRM

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

The User and Password properties, under the Authentication section, must be set to valid SugarCRM user credentials. This will use the default OAuth token created to allow client logins. OAuthClientId and OAuthClientSecret are required if you do not wish to use the default OAuth token.

You can generate a new OAuth consumer key and consumer secret in Admin -> OAuth Keys. Set the OAuthClientId to the OAuth consumer key. Set the OAuthClientSecret to the consumer secret.

Additionally, specify the URL to the SugarCRM account.

Note that retrieving SugarCRM metadata can be expensive. It is advised that you store the metadata locally as described in the "Caching Metadata" chapter of the help documentation.

You can then choose the Sugar CRM entities you want to allow the API Server to access by clicking Settings -> Resources. This article uses Accounts as an example.

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 a Real-Time Grid

Follow the steps below to consume Sugar CRM data from the Wijmo JavaScript controls:

1. Load the required Wijmo, jQuery, and Knockout libraries:

   
   <script src="http://code.jquery.com/jquery-1.11.1.min.js"></script>
   <script src="http://code.jquery.com/ui/1.11.0/jquery-ui.min.js"></script>
     
   <!--Theme-->
   <link href="http://cdn.wijmo.com/themes/aristo/jquery-wijmo.css" rel="stylesheet" type="text/css">
     
   <!--Wijmo Widgets CSS-->
   <link href="http://cdn.wijmo.com/jquery.wijmo-pro.all.3.20161.90.min.css" rel="stylesheet" type="text/css">
     
   <!--Wijmo Widgets JavaScript-->
   <script src="http://cdn.wijmo.com/jquery.wijmo-open.all.3.20161.90.min.js"></script>
   <script src="http://cdn.wijmo.com/jquery.wijmo-pro.all.3.20161.90.min.js"></script>
   <script src="http://cdn.wijmo.com/interop/wijmo.data.ajax.3.20161.90.js"></script>
    
   <!--Knockout JS Library-->
   <!-- Both of the links below can work -->
   <script src="http://cdn.wijmo.com/wijmo/external/knockout-2.2.0.js"></script> 
   <!--<script src="http://cdn.wijmo.com/amd-js/3.20161.90/knockout-3.1.0.js"></script>--> 
   
   <!--Wijmo Knockout Integration Library-->
   <script src="http://cdn.wijmo.com/interop/knockout.wijmo.3.20161.90.js"></script>
   

2. Create a ViewModel and connect to it using the ODataView. You will need to replace the placeholder values for the URL of the API Server, an API Server user, and the authtoken for that user.

   
   <script id="scriptInit">
   $.support.cors = true;
   var viewModel;
   
   function ViewModel() {
     var accountsView = new wijmo.data.ODataView("http://MyServer:MyPort/api.rsc/Accounts", {
     ajax: {
       dataType: "jsonp", 
       username: "MyUser",
       password: "MyAuthtoken",
       data: { "$inlinecount": null }
     },
     pageSize: 10
   });
     accountsView.refresh();
     accountsView.nextPage();
     this.accounts = accountsView;
     this.prevPage = function () {accountsView.prevPage();};
     this.nextPage = function () {accountsView.nextPage();};
   }
   
   $(document).ready(function () {
      viewModel = new ViewModel();
      ko.applyBindings(viewModel, $(".container").get(0));
   });
   </script>
   

3. DataBind: Below is a simple table with some paging buttons, which you can paste into the body section of your markup.

   
   <h2>Connect to Live Sugar CRM Data in Real Time</h2>
   
   <h3>Accounts</h3>
   <div>
     <button title="previous page" class="pagebuttons" data-bind="click: prevPage, button: {}"><span class="ui-icon ui-icon-seek-prev" /></button>
     <button title="next page" class="pagebuttons" data-bind="click: nextPage, button: {}"><span class="ui-icon ui-icon-seek-next" /></button>
   </div>
   <table id="demo-grid" data-bind="wijgrid: { 
     data: accounts, 
     showFilter: true, 
     allowPaging: true,
     pagerSettings: { position: 'none'},
     columnsAutogenerationMode: 'append',
   }" >
   </table>   
   

Below is the resulting grid. You can filter and sort through pages of Sugar CRM data.