Using PHP and curl to post JSON data to the iMIS API

As a programming challenge, I recently decided to tackle using PHP and curl to connect to the iMIS API from outside the confines of RiSE. It’s relatively simple to get data from the iMIS API when you’re already logged in to an iMIS website, but I wanted to figure out how to post data to the API from an entirely different server. Documentation refers to this as direct access.

For my experiment, I created a PHP file on an external server. From a webpage within an instance of iMIS, I posted JSON data to my PHP file, which in turn retrieved an authorization token from iMIS and then used that token to submit the data to to the API.

<?php


// full URL of iMIS site
$url = "https://www.example.org";

// iMIS user's credentials
$username = "testuser";
$password = "testpassword";


if ($_SERVER["REQUEST_METHOD"] == "POST") {

    // JSON submitted by POST
    $json = file_get_contents("php://input");
    
    // ensure API URL and JSON are defined
    if ($_REQUEST["url"] != null && $json != null) {
    
        // address from which we get a token
        $tokenURL = $url . "/token";
        // API address to which we post data
        $apiURL = $url . "/api" . $_REQUEST["url"];
        
        callAPI($tokenURL, $username, $password, $apiURL, $json);
    } else {
    
        header("HTTP/1.0 401 Bad Request");
        
    $html = <<<EOT
<!DOCTYPE html>
<html lang="en-US">
    <head>
        <meta charset="utf-8">
        <title>401 Bad Request</title>
    </head>
    <body>
        <p>401 Bad Request</p>
    </body>
</html>
EOT;
        
        echo $html;
    }
}


// used to pass Ajax call to API
function callAPI($thisTokenURL, $thisUsername, $thisPassword, $thisAPIURL, $thisJSON) {

    // grab an authorization token to send to API with POST
    $token = getToken($thisTokenURL, $thisUsername, $thisPassword);
    
    // token length will be this short only if an HTTP error status code was returned
    if (strlen($token) < 5) {
        header("HTTP/1.0 " . $token);
    } else {
    
        // this is the header we will send to API
        $header = array("authorization: Bearer " . $token, "Content-Type: application/json");
        
        // initiate curl instance
        $curl = curl_init();
        
        curl_setopt_array($curl, array(
            CURLOPT_URL => $thisAPIURL,
            CURLOPT_HTTPHEADER => $header,
            CURLOPT_SSL_VERIFYPEER => false,
            CURLOPT_RETURNTRANSFER => true,
            CURLOPT_POST => true,
            CURLOPT_POSTFIELDS => $thisJSON,
            CURLOPT_FAILONERROR => true
        ));
        
        $response = curl_exec($curl);
        
        // tell browser the result of the call
        header("HTTP/1.0 " . curl_getinfo($curl, CURLINFO_RESPONSE_CODE));
        
        curl_close($curl);
        
        return;
    }
}


// retrieve token for use in API call
function getToken($thisTokenURL, $thisUsername, $thisPassword) {

    // this is the username and password we will send
    $content = "grant_type=password&username=$thisUsername&password=$thisPassword";
    // this is the header we will send
    $header = array("Content-Type: application/x-www-form-urlencoded");
    
    $curl = curl_init();
    
    curl_setopt_array($curl, array(
        CURLOPT_URL => $thisTokenURL,
        CURLOPT_HTTPHEADER => $header,
        CURLOPT_SSL_VERIFYPEER => false,
        CURLOPT_RETURNTRANSFER => true,
        CURLOPT_POST => true,
        CURLOPT_POSTFIELDS => $content,
        CURLOPT_FAILONERROR => true
    ));
    
    $response = curl_exec($curl);
    
    $json = null;
    $returnStr = "";
    
    // return HTTP status code if there was an error; otherwise, return token
    if (curl_errno($curl)) {
        $returnStr = curl_getinfo($curl, CURLINFO_RESPONSE_CODE);
    }
    else {
        $json = json_decode($response, true);
        $returnStr = $json["access_token"];
    }
    
    curl_close($curl);
    
    return $returnStr;
}


?>

Naturally, you wouldn’t use something unsecured like this in a production environment; with the iMIS credentials pre-populated, anyone who hit the page could submit data to the API with no questions asked! Definitely a no-go. In addition, this PHP code retrives a new token every time it runs; that token should be saved and re-used until it expires.

Nevertheless, figuring out how to make this work was an interesting exercise, and I was able to connect to the iMIS API from outside the confines of RiSE. Such knowledge could come in handy somewhere down the road.

iMIS API returns “An error occurred while constructing the query”

While working with business objects, IQA, and the API for iMIS 20.2.65.9955, I recently encountered a strange error or undocumented limitation that had me scratching my head for a bit until I figured out what was happening.

To summarize, I created a business object in RiSE, then used that business object to build an IQA query. I was able to run the IQA query and view the results within RiSE with no problems. I was also able to run the generated SQL query displayed on the IQA Summary tab directly against the database without encountering any errors.

When I attempted to use the iMIS API to retrieve the query results, however, the API returned the message, An error occurred while constructing the query. This didn’t make much sense to me since the query ran just fine within RiSE. What was going on?

After some experimentation, I determined that the API returns that error if the IQA query being called uses a business object with a name greater than 32 characters long. In other words, a business object named “KB1_MyBusinessObjectNameIsTooLong” will cause problems, but a business object named “KB1_MyBusinessObjNameIsJustRight” will not. Without knowing what the API is doing behind the scenes, I can’t explain exactly why this happens.

The solution is, of course, not to use business object names more than 32 characters long if you intend to retrieve the results of an IQA query using the iMIS API.

How to retrieve and display data using IQA and the iMIS API

In April, I started a new job. Among my duties at this point is working on converting the organization’s C#-based web parts to IQA queries and JavaScript widgets that make use of the API provided by ASI’s iMIS.

ASI’s API documentation is very thorough in some places, and frustratingly fragmentary in others. My goal here is to explain how to create a basic IQA query, which is easy enough, and to provide working HTML and JavaScript that will allow you to run that query that returns records with a specific last name and display the results to an iMIS-based website user.

As a reference point, I am using iMIS 20.2.65.9955 as the basis for this tutorial.

Building your IQA query

To begin, access your iMIS staff site, perhaps at https://www.example.org/Staff, and go to RiSE > Intelligent Query Architect. You’ll see a number of existing folders. I recommend creating a folder and if necessary subfolders of your own so that you can easily keep track of the queries that you create. For purposes of the JavaScript code I’ll share later on, I’ll name my folder MyTests.

Click New > Query, then enter a name for your query. For purposes of this tutorial, I’m going to name my query LastName-Test.

  • On the Sources tab, click Add Source. Double-click the CsContact business object listed in the window that appears, or select it and click OK.
  • On the Filters tab, select Full Name from the Property select box in the first row, then click + to ensure the filter is added to the query. In the second row, select Name (Last, First) from the Property select box, enter "@url:LastName" (with the double quotes) in the corresponding Value box, and then click + in that row.
  • On the Display tab, you can choose which pieces of information you want available in the query. The only one with which we’re concerned for this tutorial is Full Name, which is checked by default.
  • On the Sorting tab, choose Name (Last, First) from the Property select box, then click + to ensure the sorting is added to the IQA.
  • Finally, if you want everyone to be able to see the results even if they’re not logged in to the website, select Share (Everyone) on the Security tab.

Click Save. Your IQA query is complete!

Displaying IQA results on a webpage

iMIS offers some iParts such as Query Menu that do a fine job of displaying results so long as you don’t need to apply special formatting or manipulate it in some way. For this tutorial, I’m not going to use those iParts, but will instead demonstrate how to use HTML and JavaScript including jQuery which is part of the iMIS website in order to display results.

On the iMIS staff site, navigate to RiSE > Page Builder > Manage content, navigate to a folder, and choose New > Website Content. Enter a Title and Publish file name, then click Add content and choose the Content HTML iPart. Select the HTML tab and then enter the following HTML:

<div id="imis-json-results" class="json-results">
    <p id="imis-json-results-loading" class="loading-results">Loading results…</p>
</div>

This is the container into which we’ll load the results retrieved from our API call.

Next, enter the following JavaScript:

<script type="text/javascript">
    // we’ll display these messages only if results can’t be displayed
    var msgNoResults = "No results found.";
    var msgAjaxError = "The results failed to load. Please try again later."
    
    // create unordered list for insertion into DIV#imis-json-results
    var resultList = document.createElement("ul");
    resultList.id = "imis-results";
    
    // set URL for API call to retrieve names
    // note the QueryName parameter includes folder name and IQA query name
    // the LastName parameter is used due to the "@url:LastName" that we entered while building our IQA query
    // the Limit parameter defines the maximum number of results to be returned
    var apiURL = "/api/IQA?QueryName=$/MyTests/LastName-Test&LastName=Smith&Limit=500";
    
    // make ajax call to API to retrieve names
    jQuery.ajax(apiURL, {
        type: "GET",
        contentType: "application/json",
        headers: {
        
            // this line retrieves the __RequestVerificationToken value that iMIS automatically populates onto the webpage, eliminating the need for separate authentication
            RequestVerificationToken: document.getElementById("__RequestVerificationToken").value
        },
        success: function(data) {
        
            // if you want to see raw data returned by API, uncomment following line and view results in web browser’s developer console
            // console.log(data);
            
            // display results if any were found
            if (data["TotalCount"] > 0) {
            
                // loop through values in JSON string
                for (var i = 0; i < data["Items"]["$values"].length; i++) {
                    var fullName = "";
                    
                    // get properties for specific record, then loop through them
                    var record = data["Items"]["$values"][i]["Properties"]["$values"];
                    for (var j = 0; j < record.length; j++) {
                        if (record[j].Name == "FullName") {
                            fullName = record[j].Value;
                        }
                    }
                    
                   // create list item, list item to unordered list created earlier
                   var resultItem = document.createElement("li");
                   resultItem.innerHTML = fullName;
                   resultList.appendChild(resultItem);
               }
           }
           
           // eliminate loading message
           var loadingElem = document.getElementById("imis-json-results-loading");
           loadingElem.parentElement.removeChild(loadingElem);
           
           // append results or message indicating no results were found to DIV#imis-json-results
           if (data["TotalCount"] > 0) {
                document.getElementById("imis-json-results").appendChild(resultList);
            }
            else {
                var noResultsP = document.createElement("p");
                noResultsP.innerHTML = msgNoResults;
                document.getElementById("imis-json-results").appendChild(noResultsP);
            }
        },
        error: function() {
            // eliminate loading message
            var loadingElem = document.getElementById("imis-json-results-loading");
            loadingElem.parentElement.removeChild(loadingElem);
            
            // append ajax error message to DIV#imis-json-results
            var ajaxErrorP = document.createElement("p");
            ajaxErrorP.innerHTML = msgAjaxError;
            document.getElementById("imis-json-results").appendChild(ajaxErrorP);
        }
    });
</script>

Again, the Query Menu iPart may be sufficient for displaying very basic lists, but for more involved projects, this should at least give you a starting point for getting data out of your iMIS database using the API.