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Business Apps

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OMS - Pro Custom Integrations - Token Management

Next Expiration: lucas.api@locdoc.net - expires: 10/31/2020


Context

Using Trackvia's API User and Token Management System you can access OMS - Pro's backend API programmatically. Tokens should only be used server-side, and never shared. Tokens have expiration dates (typically 1-2 years) and need to be updated manually. Think, "mandatory maintenance period" to keep things secure in case a token is compromised unknowingly. API Users cannot log directly into OMS - Pro using the go.trackvia.com webpage, programmatic access only. Role permissions for an API user can be used to manage access control. Never give record deletion permission to an API User.


When to Use

  • Target web service is not supported by Zapier

  • Custom webpage or webform that submits data directly to a table in OMS-Pro

    • Service request form, smart barcodes, etc...

  • Cron Jobs or repeated tasks (AWS Lambda) that clean up data and update tables

    • Completed Dates on tickets, Linking payments to tickets from QBO

  • Entirely Custom Modules (micro-services)

    • GPSI integration, Customer Facing App

  • One Off Scripts

    • Sweeping system wide updates that affect every row of a table, i.e. adding a new field or function to a table and setting a default value for said field that is based on conditions on each record of said table.


Token Expiration Check List

Lambdas: AWS Console - Lambda

Deprecated

  • generate_masterkey_system

  • capture_ct_completed_date

  • task_duplicator_init

  • generate_qr

Beta

  • getLightSpeedSales

  • LinkPaymentsTV (Active)

  • GPSI_location_grab (Active)

  • send_purchase_order

Active

  • Generate_Score_Cards

  • quote_converter

  • image_transfer_task_to_opening

  • task_duplicator

  • CaptureSiteVisitCompleteDate2

  • gpsi_landmark_creator

Sites:

Hosts:

Pages:

Apps:

Other:

  • Frontend Development Server - Lightsail: LocDocPortal2.0

  • Backend Development Server - Lightsail: oms_beta_v_0_8_big

  • Zapier - GetLightSpeedSales Zap

  • Any (local) Script utilizing python3 version of TrackVia Python SDK will house a token


Swapping A Token

Tokens should be manually expired before the expiration date and replaced during a down-time period. Entire procedure takes approximately 2 hours. Weekend and Evenings only, as most of our micro-services will experience a period of downtime. This is also a good time to make sure all dependancies are updated and any deprecated code refactored. Think old lambda's designed using TrackVia's python 2 development kit.


Access

Contact System Administrator - lucas@locdoc.net to request access.





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