API Management Applet

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Overview

 

API Management is an administrative applet used to create and manage API Endpoints and their defined Request Methods.

 

For developers, API Management is a framework for creating API's to support the needs of your firm. With auto-generated documentation, developers can leverage this applet to create secure integrations.

 

Non-developers who wish to leverage InFocus' API can request custom solutions via Clearview Support.

 


 

Field Descriptions

 

Toolbar

 

New Endpoint - Creates an API endpoint
Save - Saves the currently loaded record
Manage Resources - Launches the Resources dialogue where the following can be managed:
oName - Name of the resource (e.g. Employees, Projects, etc.)
oHide Documentation - Hides generated documentation for the selected endpoint
Manage Keys - Used to create and manage API Keys. Launches the API Keys dialogue.
oActive - Key is Active when checked
oKey - API Key. Click the refresh icon to generate.
oIssue Date - Date created
oExpire Date - Date to expire
oDescription - Key description

 

Resources

 

The Resources pane allows you to select a resource and displays a list of endpoints that can be loaded and managed.

 

Dropdown - Lists all available resources for management
Refresh (button) - Refreshes the list

 

Endpoint Settings

 

Endpoint Settings are used to configure how requests can be made to a given endpoint.

 

Active - Endpoint is active when checked
Hide Endpoint Documentation - Hides generated documentation for the selected endpoint
Endpoint Group - Resource group or category to which the endpoint belongs
Name - Endpoint name (e.g. Employees)
Secure Route - URL for requests governed by API Key permissions
Public Route - URL for public requests
Generate Private Link - Click to generate a Public Route
Allowed HTTP Methods - Defines the allowable request methods (e.g. GET, POST, PUT, DELETE). Check to allow.
Description - Endpoint description and internal notes.

 

Methods/Query

 

Methods and Query tab is used to define each available request method and it's attributes.

 

Header

 

Method - List available request methods. Click to configure.
Query Arguments - Defines a list of available arguments to be passed into the call.
oName - Argument name
oParent - Used to group arguments
oData Type - SQL Data type
oDefault Value - Default value to use if NULL or blank is returned
oSample Value - Sample Value for documentation
oQuery Parameter - Enable as a parameter available to the query
oRequired - Required for resource requests using the selected method
oDescription - Argument description for documentation

 

Query Tab

 

Defines the script that executes when requesting the selected request method.

 

Stored Procedure - Query is a stored procedure (e.g. z_my_storedproc).
Hide Query Documentation - Hides generated documentation for the selected query
Name - Name of the query
Query (text box) - Enter your query here
Data Source - Data Source for the query
Generate Query Parameters - Click to generate Query Arguments (Query Parameter = Checked) for parameters found in the query.

 

Documentation Tab

 

The Documentation tab is used to generate and review documentation for the loaded Method (e.g. GET, POST, etc.).

 

Documentation can be used by developers authorized to leverage the API.

 

Description - Query description for documentation. Markdown Formatting is supported.
JSON Request - Sample request for POST, PUT and DELETE methods.
Response - Sample response produced by the query

 

Permissions Tab

 

Permissions tab is used to manage API Keys available to the loaded Method.

 

Enable - Key is enabled when checked
Key - API Key
Description - Key description
Set Test Key (wizard) - Generates a temporary key for use in testing. Pre-fills the Auth. Key on the Testing tab.

 

Testing Tab

 

Testing tab is used to validate API setup and view the results of your method.

 

Warning Queries executed will be processed on the database specified in the Route Base. Use caution for POST, PUT and DELETE methods.

 

Route Base - Base URL to call for testing purposes. Database is specified here and can be set to run on a [Sandbox](https://support.clearviewsoftware.net/articles/6118). (e.g. http://mycompany.infocusapp.com/api/database_name)
Parameters - Query parameters defined above under Query Arguments. Parameter default can be overridden for testing.
Secure Route - Pre-fills the Endpoint's Secure Route when checked
Public Route - Pre-fills the Endpoint's Public Route when checked
Auth. Key - API Key to use for test. Generated with the Set Test Key wizard on the Permissions tab.
URL - Fully defined URL to call for testing. Route Base + Secure or Public Route
Request tab - Request attributes. Used for POST, PUT and DELETE methods.
oQuerystring - Query parameters to append to the request URL (e.g. ?emp_code=cw01)
oJSON Body - JSON formatted body of the request
Response tab - Displays the formatted JSON Response
Exec Querystring (button) - Executes the request Querystring
Exec Body (button) - Executes the body of the request
Executes Request (button) - Executes the loaded method using the settings defined here on the Testing tab. Once executed, InFocus will display the HTTP response code and the API response in the tab above.
Copy Output - Copies the JSON object from the Response tab to the clipboard