Step 1 - Set up Ocelot/Slate Connector: Installing "Get Queries"
In order to use the Ocelot/Slate connector, there are several setup steps necessary. This article provides instructions on how to install Get Queries into Slate and capture the Web Services URL.
This article is broken down into two sections:
You will need the IP addresses to set up the OcelotAPI User in step 9. Submit a support ticket requesting the IP addresses that need to be whitelisted in the Slate connector.
Installing Get Queries in Slate
Install the Get Queries Saved Query inside of Slate so that it can be utilized in Ocelot's connector. The "Get Queries" Saved Query is an important part of the automatic registration of Saved Queries into Ocelot.
- On the Navigation Bar, under the Database menu, select Database.
- On the Queries page, select New Query.
- Enter the following information:
- Name: Get Queries
- User: OcelotAPI
- Sharing: Select the checkbox.
- Folder: Ocelot Integration
- Type: Local
- Base: Custom SQL
- Select Save.
In the Custom SQL field, enter the following SQL code:
Select Save.
Select the Edit Permissions button on the upper right corner of the page.
On the Edit Permissions dialog page, select the Add Grantee link.
- On the Edit Grantee dialog page, set the Type to User Token.
- On the Edit Grantee dialog page, the Name, Token, and Permissions fields will appear.
- In the Name field, enter OcelotAPI.
- Submit a support ticket to request the IP addresses to enter into the Allowed Networks field.
- In the Permissions field, select the Web Service box.
- Select Save
- On the Edit Permissions dialog page, the Ocelot Grantee will now be listed. Select Save.
Capture Web Service URL
- On the Edit Query page, select Edit Web Service, in the Service Type field, select JSON.
- On the Web Services dialog box, from the Service Account dropdown, select User Token - Ocelot.
- The URL field will appear. Copy the full URL and paste it into a safe location. The full URL will be used when registering the Get Queries query in the Ocelot Admin Portal.
For information on registering the Get Queries query in the Ocelot Admin Portal, review the Step 4 - Set up Ocelot/Slate Connector: Registering Slate Web Service article.
- Select Close.
Continue on to Step 2 - Set up Ocelot/Slate Connector: Installing Contact Lookup Query to set up the Contact Lookup Query.
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