Tutorial

In this tutorial, we'll step through examples to highlight the capabilities of the Optimize API, such as listing your existing dashboard IDs, or deleting a dashboard.

Prerequisites

• If you haven't done so already, create a cluster.
• Upon cluster creation, create your first client. Ensure you check the Optimize client scope box.

note

Make sure you keep the generated client credentials in a safe place. The Client secret will not be shown again. For your convenience, you can also download the client information to your computer.

• In this tutorial, we utilize a JavaScript-written GitHub repository to write and run requests. Clone this repo before getting started.
• Ensure you have Node.js installed as this will be used for methods that can be called by the CLI (outlined later in this guide). Run npm install to ensure you have updated dependencies.

Getting started

• You need authentication to access the API endpoints. Find more information here.
• To properly execute the commands to list existing dashboard IDs and delete a dashboard, ensure you have created a collection containing a dashboard.

Set up authentication

If you're interested in how we use a library to handle auth for our code, or to get started, examine the auth.js file in the GitHub repository. This file contains a function named getAccessToken which executes an OAuth 2.0 protocol to retrieve authentication credentials based on your client id and client secret. Then, we return the actual token that can be passed as an authorization header in each request.

To set up your credentials, create an .env file which will be protected by the .gitignore file. You will need to add your OPTIMIZE_CLIENT_ID, OPTIMIZE_CLIENT_SECRET, OPTIMIZE_BASE_URL, and OPTIMIZE_AUDIENCE, which is optimize.camunda.io in a Camunda 8 SaaS environment. For example, your audience may be defined as OPTIMIZE_AUDIENCE=optimize.camunda.io.

These keys will be consumed by the auth.js file to execute the OAuth protocol, and should be saved when you generate your client credentials in prerequisites.

Examine the existing .env.example file for an example of how your .env file should look upon completion. Do not place your credentials in the .env.example file, as this example file is not protected by the .gitignore.

note

In this tutorial, we will execute arguments to list existing dashboard IDs and delete a dashboard. You can examine the framework for processing these arguments in the cli.js file before getting started.

GET a list of existing dashboard IDs

First, let's script an API call to list our existing dashboard IDs.

To do this, take the following steps:

1. In the file named optimize.js, outline the authentication and authorization configuration in the first few lines. This will pull in your .env variables to obtain an access token before making any API calls:

const authorizationConfiguration = {
  clientId: process.env.OPTIMIZE_CLIENT_ID,
  clientSecret: process.env.OPTIMIZE_CLIENT_SECRET,
  audience: process.env.OPTIMIZE_AUDIENCE,
};

2. Examine the function async function listDashboards([collectionId]) below this configuration. This is where you will script out your API call.
3. Within the function, you must first apply an access token for this request, so your function should now look like the following:

async function listDashboards([collectionId]) {
  const accessToken = await getAccessToken(authorizationConfiguration);
}

4. Using your generated client credentials from prerequisites, capture your Optimize API URL beneath your call for an access token by defining optimizeApiUrl:

const optimizeApiUrl = process.env.OPTIMIZE_BASE_URL;

5. On the next line, script the API endpoint to list your existing dashboard IDs for a particular collection:

const url = `${optimizeApiUrl}/api/public/dashboard?collectionId=${collectionId}`;

6. Configure your GET request to the appropriate endpoint, including an authorization header based on the previously acquired accessToken:

const options = {
  method: "GET",
  url,
  headers: {
    Accept: "application/json",
    Authorization: `Bearer ${accessToken}`,
  },
};

7. Call the collection's endpoint, process the results from the API call, emit the dashboard IDs to output, and emit an error message from the server if necessary:

try {
  const response = await axios(options);
  const results = response.data;

  results.forEach((x) => console.log(`ID: ${x.id}`));
} catch (error) {
  // Emit an error from the server.
  console.error(error.message);
}

8. In your terminal, run node cli.js optimize list <collection ID>, where <collection ID> is where you can paste the ID of your collection for a list of your existing dashboard IDs within this particular collection. If you have any existing dashboards within a collection, you will see an output similar to the following:

ID: 12345

note

This list command is connected to the listDashboards function at the bottom of the optimize.js file, and executed by the cli.js file. While we will view dashboard IDs and delete a dashboard in this tutorial, you may add additional arguments depending on the API calls you would like to make.

If you have any existing dashboards, the ID: ${x.id} will now output. If you have an invalid API name or action name, or no arguments provided, or improper/insufficient credentials configured, an error message will output as outlined in the cli.js file.

DELETE a dashboard

To delete a dashboard, capture its ID from the previous exercise and take the following steps:

1. Outline your function, similar to the steps above. Note that the URL endpoint will look different, as you are accessing a different endpoint in this request (using a dashboard ID) than in the prior request (using a collection ID):

async function deleteDashboard([dashboardId]) {
  console.log(`deleting dashboard ${dashboardId}`);

  const accessToken = await getAccessToken(authorizationConfiguration);

  const optimizeApiUrl = process.env.OPTIMIZE_BASE_URL;
  const url = `${optimizeApiUrl}/api/public/dashboard/${dashboardId}`;
}

2. Configure the API call using the DELETE method:

const options = {
  method: "DELETE",
  url,
  headers: {
    Accept: "application/json",
    Authorization: `Bearer ${accessToken}`,
  },
};

3. Process the results from the API call. For example:

try {
  // Call the delete endpoint.
  const response = await axios(options);

  // Process the results from the API call.
  if (response.status === 204) {
    console.log(`Dashboard ${clientId} was deleted!`);
  } else {
    // Emit an unexpected error message.
    console.error("Unable to delete dashboard!");
  }
} catch (error) {
  // Emit an error from the server.
  console.error(error.message);
}

4. In your terminal, run node cli.js optimize delete <dashboard ID>, where <dashboard ID> is where you can paste the ID of the dashboard you would like to delete. You will see a response similar to the following:

Dashboard 12345 was deleted!

If you get stuck

Having trouble configuring your API calls or want to examine an example of the completed tutorial? Navigate to the completed folder in the GitHub repository, where you can view an example optimize.js file.

Next steps

You can script several additional API calls as outlined in the Optimize API reference material.