Configuration

Before you get started with creating your Ruby application, you need to register your client and authenticate the app with Zoho.

Follow the below steps to configure the SDK.

1. Create an instance of SDKLog::Log Class to log exception and API information.

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   #
       # Create an instance of SDKLog::Log Class that takes two parameters
       # 1 -> Level of the log messages to be logged. Can be configured by typing Levels "::" and choose any level from the list displayed.
       # 2 ->Absolute file path, where messages need to be logged.
   #
   log = ZOHOCRMSDK::SDKLog::Log.initialize(level: ZOHOCRMSDK::Levels::INFO, path:"/Users/user_name/Documents/rubysdk_log.log")
   

2. Create an instance of UserSignature that identifies the current user.

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   #Create an UserSignature instance that takes user Email as parameter
   user_signature = ZOHOCRMSDK::UserSignature.new('abc@zohocorp.com')
   

3. Configure the API environment which decides the domain and the URL to make API calls.

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   #Configure the environment
   #which is of the pattern DC::Domain::Environment
   #Available Domains: USDataCenter, EUDataCenter, INDataCenter, CNDataCenter, AUDataCenter
   #Available Environments: PRODUCTION, DEVELOPER, SANDBOX
   
   environment = ZOHOCRMSDK::DC::USDataCenter::PRODUCTION
   

4. Create an instance of Authenticator::OAuthToken with the information that you get after registering your Zoho client.

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   #Create a Token instance
   #1 -> OAuth client id.
   #2 -> OAuth client secret.
   #3 -> grant token
   #4 -> refresh token
   #5 -> OAuth redirect URL.
   #6 -> id 
   #7 -> Access token
   
   token = ZOHOCRMSDK::Authenticator::OAuthToken.new(client_id: "clientId", client_secret:"clientSecret", grant_token:"grant_token", refresh_token:"refresh_token", redirect_url:"redirectURL", id:"id", access_token:"access_token")
   

5. Create an instance of TokenStore to persist tokens that are used for authenticating all the requests. By default, the SDK creates the sdk_tokens.txt created in the current working directory) to persist the tokens.

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   # Create an instance of TokenStore.
   # DBStore takes the following parameters
   #1 -> DataBase host name. Default "localhost"
   #2 -> DataBase name. Default "zohooauth"
   #3 -> DataBase user name. Default "root"
   #4 -> DataBase password. Default ""
   #5 -> DataBase port number. Default "3306"
   #6 -> DataBase table name. Default value "oauthtoken"
   
   tokenstore = ZOHOCRMSDK::Store::DBStore.new(host: "host_name", database_name: "database_name", table_name: "table_name", user_name: "user_name",password: "password", port_number:"port_number")
   
   tokenstore = ZOHOCRMSDK::Store::FileStore.new("/Users/user_name/Documents/ruby_sdk_token.txt")
   
   tokenStore = CustomStore.new
   

6. Create an instance of SDKConfig containing the SDK configuration.

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    # By default, the SDK creates the SDKConfig instance
    # auto_refresh_fields
    # if true - all the modules' fields will be auto-refreshed in the background, every    hour.
    # if false - the fields will not be auto-refreshed in the background. The user can manually delete the file(s) or refresh the fields using methods from ModuleFieldsHandler (Util::ModuleFieldsHandler)
    #
    # pickListValidation
    # if true - value for any picklist field will be validated with the available values.
    # if false - value for any picklist field will not be validated, resulting in creation of a new value.
    #
    # open_timeout
    # Number of seconds to wait for the connection to open (default 60 seconds)
    # 
    # read_timeout
    # Number of seconds to wait for one block to be read (via one read(2) call) (default 60 seconds)
    # 
    # write_timeout
    # Number of seconds to wait for one block to be written (via one write(2) call) (default 60 seconds)
    # 
    # keep_alive_timeout
    # Seconds to reuse the connection of the previous request(default 2 seconds)
    # 
   
   sdk_config = ZOHOCRMSDK::SDKConfig.new(auto_refresh_fields: false, pick_list_validation: true, open_timeout: 60, read_timeout: 60, write_timeout: 60,keep_alive_timeout: 2)
   

7. The path containing the absolute directory path to store user specific files containing module fields information. By default, the SDK stores the user-specific files within a folder in the current working directory.

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   resource_path = "/Users/user_name/Documents/rubysdk-application"
   

8. Create an instance of RequestProxy containing the proxy properties of the user.

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   request_proxy = ZOHOCRMSDK::RequestProxy.new(host:"proxyHost", post:"proxyPort", user_name:"proxyUser", password:"password")
   

9. Initialize the SDK and make API calls.