Dataflow Automation Connections

TABLE OF CONTENTS

• What is Dataflow Automation?
• What is a Dataflow Automation connection?
• How do I create an OAuth2 connection?

WHAT IS DATAFLOW AUTOMATION?

Dataflow Automation provides organizations Big Data capabilities including long term storage, data management, processing and integration without having to invest millions of dollars and a dedicated team.  

Click here for more information on Dataflow Automation.

WHAT IS A DATAFLOW AUTOMATION CONNECTION?

Connections store information that is used to communicate with the actions that exist in your Dataflows.

PLEASE NOTE: Connections may be used by more than one Dataflow within your account.

Click here for more information on Connections.

How do I create an iFormBuilder OAuth2 Connection?

The oAuth2 Connector allows users to connect DFA with any WebServices (REST APIs) that implement oAuth2.

PLEASE NOTE: Before creating a connection with iFormBuilder, you need to have an API Application.

Non-ZIM Servers: Make sure you created an API App with Auth Code Type: Auth Code

Click here to learn how to create an API app if you have a non-ZIM server

ZIM Servers: Make sure you created an API app with Authorization Code and Refresh Token enabled and configure the redirect URL as https://dataflownode.zerionsoftware.com/zws/v1.0/domain/{server_id}/connections/oauth2

*Replace server_id with your server name

Click here to learn how to create an API App if you have the User Management system

STEP 1. From the Zerion Console, click Dataflow Automation.

STEP 2. From inside the Dataflow Automation interface, click Connections.

STEP 3. Click + Create.

STEP 4. Name your connection.

STEP 5. From the Type drop-down menu, choose OAuth2.

STEP 6. Fill in the required details.

Non-ZIM Servers:

• Client ID: same as Client Key of the API app (created before Step 1)
• Client Secret: same as Client Secret of the API app (created before Step 1)
• OAuth2 Authorize Endpoint: https://[servername].iformbuilder.com/exzact/api/oauth/auth
• OAuth2 Token Endpoint: https://[servername].iformbuilder.com/exzact/api/oauth/token
• OAuth2 Testing Endpoint: https://[servername].iformbuilder.com/exzact/api/v60/profiles/[profileID]/users/

*If you are not a SERVER Admin, please add your user ID to the end of the testing endpoint: https://[servername].iformbuilder.com/exzact/api/v60/profiles/[profileID]/users/[userID]

ZIM-Servers:

Create DFA connection with these values:

• Client ID: same as Client Key of the API app (created before Step 1)
• Client Secret: same as Client Secret of the API app (created before Step 1)
• OAuth2 Authorize Endpoint: https://identity.zerionsoftware.com/oauth2/authenticate
• OAuth2 Token Endpoint: https://identity.zerionsoftware.com/oauth2/token
• OAuth2 Testing Endpoint: https://[servername].iformbuilder.com/exzact/api/v60/profiles/[profileID]/users/

*If you are not a SERVER Admin, please add your user ID to the end of the testing endpoint: https://[servername].iformbuilder.com/exzact/api/v60/profiles/[profileID]/users/[userID]

STEP 7. Save your Connection.

STEP 8. Be sure to test your Connection. Choose your new Connection from your list of Connections.

Put in your testing endpoint and click Test Connection. Once there's a checkmark next to the button, that means your connection is good to go!