rest api: guide for developers - sage takes care to ensure that the information in this document is

Download REST API: Guide for Developers - Sage takes care to ensure that the information in this document is

If you can't read please download the document

Post on 13-Sep-2019

0 views

Category:

Documents

0 download

Embed Size (px)

TRANSCRIPT

  • SP-API-REST-PG-201805--R001.03

    REST API: Guide for Developers Version 1.03

  • © Sage 2018 2

    © Sage 2018. All rights reserved.

    This document contains information proprietary to Sage and may not be reproduced, disclosed, or used in whole or in part without the written permission of Sage.

    Software, including but not limited to the code, user interface, structure, sequence, and organization, and documentation are protected by national copyright laws and international treaty provisions. This document is subject to U.S. and other national export regulations.

    Sage takes care to ensure that the information in this document is accurate, but Sage does not guarantee the accuracy of the information or that use of the information will ensure correct and faultless operation of the service to which it relates. Sage, its agents and employees, shall not be held liable to or through any user for any loss or damage whatsoever resulting from reliance on the information contained in this document.

    Nothing in this document alters the legal obligations, responsibilities or relationship between you and Sage as set out in the contract existing between us.

    This document may contain screenshots captured from a standard Sage system populated with fictional characters and using licensed personal images. Any resemblance to real people is coincidental and unintended.

    All trademarks and service marks mentioned in this document belong to their corresponding owners.

    SP-API-REST-PG-201805--R001.03

  • Contents

    © Sage 2018 3

    Contents

    About this Guide 4 Related Guides 4

    Introduction 5

    Using Sage People Resources 6

    Using cURL in the REST Examples 7

    Authentication 8 Understanding Authentication 9 Defining Remote Access Applications 10 OAuth Endpoints 11 The Web Server OAuth Authentication Flow 12 The User-Agent OAuth Authentication Flow 16 The Username-Password OAuth Authentication Flow 19 The OAuth Refresh Token Process 21

    Working with Sage People HCM Resources 23 Working with Sage People Team Member Resources 24 Working with Training Resources 25

    Status Codes and Error Responses 26

    Index 27

  • © Sage 2018 4

    About this Guide This REST API Guide for Developers provides an introduction to the key characteristics and architecture of the Sage People REST API, using Sage People resources, and authentication.

    To use this document, you need a basic familiarity with software development, Web services, and the Salesforce user interface.

    Related Guides REST API: Guide for Implementers Coverage summary

    A step by step guide to setting up a web service between a customer server and the Sage People database to enable REST API level access to Sage People hosted data.

    Typical target audience

    You have responsibility for configuring the Sage People system to support REST API access from a customer server.

  • © Sage 2018 5

    Introduction Sage People provides a REST API for external programs and systems to interact with the Sage People technologies. This document describes how to use the Sage People REST API.

    Sage People is built on the Salesforce Force.com platform. The Force.com platform has its own REST API which can be used to interact with any of the Sage People data objects. However, such access is at the database layer of the Sage People system, bypassing the business logic and part of the security layers of Sage People. As such, use of the Sage People REST API is recommended.

    Use this Guide to understand:

    • The Force.com REST API, on which the Sage People REST API is based. The authentication and data formatting options are identical, and come from the same code base.

    • The key characteristics and architecture of REST API. This will help you understand how your applications can best use the Sage People REST resources.

    • How to set up your development environment so you can begin working with REST API immediately.

    • How to use REST API by following a quick start that leads you step by step through a typical use case.

  • © Sage 2018 6

    Using Sage People Resources A REST resource is an abstraction of a piece of information, such as a single data record, a collection of records, or even dynamic real-time information. Each resource in the Force.com REST API is identified by a named URI, and is accessed using standard HTTP methods (HEAD, GET, POST, PATCH, DELETE). The Force.com REST API is based on the usage of resources, their URIs, and the links between them. You use a resource to interact with your Sage People or Force.com organization. For example, you can:

    • Retrieve summary information about the API versions available to you.

    • Obtain detailed information about a Sage People object such as a Team Member or a Training record.

    • Update or delete records.

    To retrieve information about a Team Member, submit a request for the Versions resource. This example uses cURL on the na1 server instance:

    curl https://na1.cloudforce.com/services/apexrest/fHCM2/v1.0/teammember/12345

    Sage People runs on multiple server instances, as does the underlying Force.com platform. The examples in this guide use the na1 instance. Your organization might use a different instance.

    Important characteristics of the Sage People (and Force.com) REST API resources and architecture:

    Stateless Each request from client to server must contain all the information necessary to understand the request, and not use any stored context on the server. However, the representations of the resources are interconnected using URLs, which allow the client to progress between states.

    Caching behavior Responses are labeled as cacheable or non-cacheable

    Uniform interface All resources are accessed with a generic interface over HTTP.

    Named resources All resources are named using a base URI that follows your Sage People/Force.com URI.

    Layered components The Sage People REST API architecture allows for such intermediaries as proxy servers and gateways between the client and the resources.

    Authentication The Sage People REST API supports OAuth 2.0 (an open protocol to allow secure API authorization). Refer to Authentication (see page 8) for more details.

    Support for JSON and XML • JSON is the default. You can use the HTTP ACCEPT header to select either JSON or XML, or append .json or .xml to the URI - for example: /teammember/001D000000INjVe.json

    • JavaScript Object Notation (JSON) format is supported with UTF-8.

    • Date-time information is in ISO8601 format.

    • XML serialization is similar to SOAP API.

    • XML requests are supported in UTF-8 and UTF-16, and XML responses are provided in UTF-8.

    Case Sensitivity The urls and data field names are case sensitive. Use the case as defined within this document. /TeamMember/ is not the same as /teammember/

  • © Sage 2018 7

    Using cURL in the REST Examples The examples in this guide use the cURL command line tool to send HTTP requests to access, create, and manipulate REST resources on the Sage People/Force.com platform. cURL is pre-installed on many Linux and Mac systems. Windows users can download a version at curl.haxx.se/. When using HTTPS on Windows, ensure that your system meets the cURL requirements for SSL.

    cURL is an open source tool and is not supported by Sage People.

  • © Sage 2018 8

    Authentication The Sage People REST API uses the same authentication options as the Force.com REST API. This document describes the main options in outline. There are several good coding examples of using these available on the web, and any that work with the Force.com REST API will also work with the Sage People REST API.

    Please read the sections on authentication at the following site:

    https://developer.salesforce.com/index.php?title=Getting_Started_with_the_Force.com_REST_API&oldid=35 544

    https://developer.salesforce.com/index.php?title=Getting_Started_with_the_Force.com_REST_API&oldid=35544 https://developer.salesforce.com/index.php?title=Getting_Started_with_the_Force.com_REST_API&oldid=35544

  • Authentication Understanding Authentication

    © Sage 2018 9

    Understanding Authentication Sage People uses authentication to allow users to securely access data without having to reveal username and password credentials.

    Before making REST API calls, you must authenticate the user using OAuth 2.0. To do so, you’ll need to:

    • Set up a remote access application definition in Sage People.

    • Determine the correct OAuth endpoint to use.

    • Authenticate the user via one of several different OAuth 2.0 authentication flows. An OAuth authentication flow defines a series of steps used to coordinate the authentication process between your application and Sage People. Supported OAuth flows include: o Web server flow, where the server can securely protect the consumer secret. o User-agent flow, used by applications that cannot securely store the consumer secret. o Username-password flow, where the application has direct access to user credentials.

    After successfully authenticating the user, you’ll receive an access token which can be used to make authenticated REST API calls.

  • Authentication Defining Remote Access Applications

Recommended

View more >