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Analyze Vault CRM Data in Infragistics Reveal
Use the CData API Server to create an OData API on top of Vault CRM data and visualize live Vault CRM data in Ingragistics Reveal.
Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live Vault CRM data. The CData API Server generates an OData API for Vault CRM, which is natively consumable in Reveal. In this article, we walk through connecting to Vault CRM in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.
Connect to Vault CRM 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 "Vault CRM"
- Enter the necessary authentication properties to connect to Vault CRM.
You are ready to connect after specifying the following connection properties:
- Url: The host you see in the URL after you login to your account. For example: https://my-veeva-domain.veevavault.com
- User: The username you use to login to your account.
- Password: The password you use to login to your account.
Add Vault CRM Resource Definitions in API Server
After connecting to Vault CRM, create Resources, which represent API endpoints for Vault CRM data.
- Click Settings -> Resources -> Add Resource
- Select the Vault CRM 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 Vault CRM from Reveal through API Server.
- Click Settings -> Users
- Click Add
- Configure a User with access to the Vault CRM 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 Vault CRM 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 Vault CRM data. For more information on creating OData feeds from Vault CRM (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Vault CRM data in tools that consume OData APIs.
