Building RESTful Web Services with. Presented by Steve Ives

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1 Building RESTful Web Services with Presented by Steve Ives

2 We ve talked about what it is We ve talked about what it does Let s talk about how to use it

3 Requirements & Obtaining Visual Studio or later.net Core SDK & Runtime 2.1 or later Synergy/DE f or later SDE x86, x64 and SDI CodeGen or later Internet access Initially, to get to NuGet.org Project templates From NuGet Repository describing your data For code generation.net Core, everything s a NuGet package! Harmony Core packages Harmony.Core Harmony.Core.AspNetCore Harmony.Core.EF Harmony.Core.Odata Other packages Microsoft.AspNetCore.Cors Microsoft.AspNetCore.HttpsPolicy Microsoft.AspNetCore.Mvc IdentityServer4.AccessTokenValidation Swashbuckle.AspNetCore Harmony Core project templates Harmony.Core.ProjectTemplates

4 What Code Gets Generated Model classes Describes individual data entities Metadata classes Extended information about entities Entity data model class Describes available entities and relationships between them DB context class Exposes data model to applications Web API controller classes Exposes RESTful API CRUD endpoints Web API Startup class Configures the Web API and OData environments And optionally: Self-hosting program Hosts a runtime instance of the services Unit testing environment Sample data environment classes Unit test environment classes Unit test classes

5 Leveraging the Synergy EF Provider DbContext exposes a collection of the data DBContext.Customers Methods provide access to specific data DBContext.Customers.FindQuery(value) Returns an IQueryable DBContext.Customers.Find(key) Returns a data object DBContext.Customers.FindAlternate( Segment,value [, ]) And to alter the data DBContext.Customers.Add(dataObject) DBContext.Customers.Update(dataObject) DBContext.Customers.Remove(dataObject) DBContext.SaveChanges()

6 Configuring Your Repository for Comprehensive and accurate repository data will produce excellent results Structures Fields Tags Keys Relations Files If your repository is set up well for xfodbc, you should already be in great shape!

7 Repository Custom Field Options Optional identifiers placed in user text or long description HARMONY_EXCLUDE Exclude the field Should not be used on key segment fields HARMONY_AS_STRING Expose decimal field with format string as formatted string Currently only works for reading data, not create / update HARMONY_AUTHENTICATE Consumers must be authenticated to see the field HARMONY_ROLES=role[,role ]; Consumers must be members of a role to see the field SAMPLE_DATA=John Doe; Custom sample data used in API documentation and tests

8 Repository Key Definitions Define all keys completely and accurately List keys in the correct order List access keys before foreign keys Fill out optional key of reference # Don t use overlays to define multiple segments Provide segment type and ordering Optional and often ignored Helps EF provider work optimally Key names are used when naming relationships

9 Repository - Relations Enables powerful OData features Drill into related data when querying the main entity E.g., customers and their open orders Relationships often go both ways, so define in both structures Use foreign keys if you don t have an access key in the From structure Literal segments in a foreign key can help when targeting a tag field Relationships take time, but significant benefits

10 Files with Multiple Record Types Tags identify records within multi-record format files Typically FIELD == value, but may be more complex RECORD_TYPE.eq. A RECORD_TYPE.eq. B RECORD_TYPE.eq. C If your data set includes this scenario Define one STRUCTURE per record type Declare appropriate TAG in each structure Make sure the keys match across all structures Assign all structures to a single FILE Not included in our sample environment but fully tested

11 Getting Started with The easy way Use a project template at the command line. Package: Harmony.Core.ProjectTemplates Download and install: dotnet new i Harmony.Core.ProjectTemplates Create solution dotnet new harmonycore [ n name] [ o folder] Add your repository schema or files The manual way Create a.net Core class library Add the Harmony and other NuGet package references Create source folders Models, controllers, and wwwroot Add your repository schema or files Get the CodeGen templates (GitHub)

12 Getting Started via Project Templates.NET Core frequently uses DOTNET CLI tools DOTNET NEW harmonycore -n projectname [ -o foldername ] Repository project with empty schema Services project with sample OData service Services.Host project with minimal self-host program Inter-project and NuGet references pre-configured Other starter files provided CodeGen templates User-defined tokens file Code generation batch file The project builds and runs out of the box

13 Sample OData Service Books & Presses

14 Adding Your Repository Option 1 Paste your repository schema into repository.scm Option 2 Check Use existing repository Name current repository ISAM files Option 3 Remove repository references from Services and Services.Host projects Remove repository project Customize RPSMFIL and RPSTFIL in common properties

15 CodeGen Environment User-Defined Tokens Customize various values used during code generation Project namespaces Data file locations (for generated tests) Documentation titles, descriptions, versions, etc. Server protocols and port numbers Authentication server information Default values work out of the box with the sample environment

16 CodeGen Environment Batch File Preconfigured to create a basic read-only environment Model, metadata, and controller classes EdmBuilder, DbContext, and Startup classes Configurable options for lots of optional features Advanced query and full CRUD support Alternate key, collection count, and single property endpoints Relation support Self-hosting program, sample data environment, and unit testing API documentation and Postman test files Authentication and authorization support Support for CORS and case-sensitive URLs IIS hosting support

17 Configure Code Generation Targets Project names and subfolders to create files in Namespaces to use in generated code Preconfigured for the default environment

18 Configuring Structures to Process List the structures to process in DATA_STRUCTURES If some files have multiple record types, configure FILE_STRUCTURES

19 Configuring Optional Components Select optional features by uncommenting the ENABLE_ options Some cause additional files to be generated Some cause additional code to be added to existing files Much more detail in the workshop

20 Default Hosting Environment Two base URLs, configured via user-defined tokens HTTPS-enabled using self-signed developer certificate Configure OS to trust dotnet dev-certs https dotnet dev-certs https --trust HTTP endpoint auto-redirects to HTTPS

21 Default Capabilities Service home page List main entity endpoints Metadata endpoint Main entity endpoints (per entity)

22 Controllers Receive DBContext via DI Dependency injection All controllers have easy access to your entire data environment via EF

23 Controllers Use DBContext to Access Data

24 Swagger Documentation Extensive toolset for designing, building, documenting, and testing RESTful APIs SmartBear Harmony Core leverages Swagger UI API documentation and testing Currently generate a swagger file Describes an API and exposed types ENABLE_SWAGGER_DOCS in regen.bat Swashbuckle may provide a more automated solution Parsing of controllers and models Currently works with Web API OData support being developed

25 Additional Options for Reading Data ENABLE_ALTERNATE_KEYS Endpoints for each alternate key CA ) ENABLE_COUNT Enable retrieving only the count of matching entities ENABLE_PROPERTY_ENDPOINTS Endpoints to retrieve individual properties and raw property values

26 Obtaining Data by Alternate Key Unique keys return a single entity; non-unique keys return a queryable collection

27 Individual Property Endpoints

28 More Options for Reading Data ENABLE_SELECT Select constrains the properties returned Becomes a SPARSE select in the back-end SELECT ENABLE_FILTER Filters constrain the records returned gt 5000 Will become WHERE in the back-end SELECT ENABLE_ORDERBY Specify custom ordering sequence(s) desc Becomes an ORDERBY in the back-end SELECT

29 Paging Options When Reading Data ENABLE_TOP Consumers can restrict the number of rows returned ENABLE_SKIP Consumers can request pages of data TOP is fine, SKIP is currently expensive use with care Future DBL enhancement will optimize SKIP

30 Retrieving Related Data ENABLE_RELATIONS Consumers may request expansion of related data Adds relational properties to model classes REL_ prefix used to avoid collisions with field property names

31 Combining Multiple Query Options $select=customernumber,name &$expand=rel_orders( $select=ordernumber,dateordered; $expand=rel_orderitems( $select=itemnumber,itemordered,quantityordered,unitprice; $expand=rel_itemordered( $select=commonname,size; $expand=rel_vendornumber( $select=name)))) This is a URL multi-line formatting is for readability only

32 And the result Customer data Order data Order line item data Item data

33 Creating, Updating, and Deleting Entities POST create new entity Client provides complete copy of the new entity, except primary key Key generated by custom code you write New entity returned to consumer, along with Location header PUT replace existing entity, create if not existing Client provides complete copy of the new entity, including key Entity returned if created, otherwise a No Content indicates success PATCH partial update entity Client provides patch document specifying changes Very efficient DELETE delete entity Client provides key of entity to delete

34 Enabling Create and Replace (full update) ENABLE_POST Consumers may create new entities without knowing key value Requires custom code to generate new key values POST to entity collection: Include entity (JSON) in request body ENABLE_PUT Consumers may replace (or create) entire entities PUT to specific entity: Include entity (JSON) in request body

35 Enabling Patch and Delete ENABLE_PATCH Consumers may apply specific changes to an entity PATCH to specific entity: Include patch document in request body ENABLE_DELETE Consumers may delete an entity DELETE to specific entity:

36 Patch Document A patch document is a JSON array of individual change instructions to be applied to an entity Efficient way to make specific changes to an entity [ ] { }, { } "op": "replace", "path": Contact", "value": "Willy Lopez "op": "replace", "path": CreditLimit", "value": 5000

37 Authentication & Authorization ASP.NET Identity Highly customizable Supports multiple persistence mechanisms ADFS, Azure AD, OAuth, etc. Role provider supports custom access control Claims-based authentication Unit testable Consumer authenticates and obtains a bearer token JSON Web Tokens (JWT) Authentication Who are you Bearer token presented back via Authorization header Capabilities for protecting APIs Authentication at the controller or operation level Role-based authorization at the endpoint level Role-based authorization at the field level Authorization What can you do?

38 Enabling Authentication & Authorization ENABLE_AUTHENTICATION Consumers must obtain an access token and present it to the API JWT provided as a Bearer token via the Authorization header Requiring authentication {Authorize} attribute Apply to controller to restrict all actions Apply to methods to restrict specific operations Requiring authentication and authorization {Authorize(Roles= role1[,role2, ] )} Access token required AND must contain specific role(s)

39 Default Behavior Using ENABLE_AUTHENTICATION Startup code configures the server for authentication Adds {Authorize} to each controller All clients must be authorized for all operations Optionally specify user role requirements per operation type via optional user-defined tokens <ROLES_GET> Employee, Manager </ROLES_GET> <ROLES_POST> Manager </ROLES_POST> <ROLES_PUT> Manager </ROLES_PUT> <ROLES_PATCH> Manager </ROLES_PATCH> <ROLES_DELETE> Manager </ROLES_DELETE>

40 Field-Level Security ENABLE_FIELD_SECURITY Individual fields may be restricted based on user roles Used in conjunction with ENABLE_AUTHENTICATION Require authentication Specify authentication required in repository long description HARMONY_AUTHENTICATE Attribute added to model class property {AuthorizeField} Require authentication and authorization Specify role requirements in repository long description HARMONY_ROLES=role1 [,role2 ] ; Attribute added to model class property {AuthorizeField("User,Manager")}

41 Adding Custom Functionality Controllers are implemented as PARTIAL CLASS Extend code-generated controllers Or just write additional controllers with custom functionality Add Web API / OData endpoint methods Code can do anything you want EF provider (DBContext) available for use via DI Expose any method (SPROC mechanism) Apply {Controller} attribute to any class Route determined by class name Public methods exposed as operations Parameters marshalled via URL and body

42 Using Postman with a Harmony Core Service ENABLE_POSTMAN_TESTS Generates a Postman export file Includes tests for generated controller actions Includes tests to obtain JWT from an OAuth server

43 Unit Testing a Harmony Core Service ENABLE_UNIT_TEST_GENERATION Generates a unit-testing environment into a test project Environment includes Unit-test classes / methods for generated controllers / actions Client-side model classes for data de-serialization Mechanism to refresh test data every time tests run Environment setup classes Customized self-hosting program to allow tests to be debugged Tests run via dotnet test CLI Visual Studio Test Explorer doesn t currently support.net Core

44 Demonstration Two running instances of a Harmony Core server Local: IIS Remote: Azure Demo the service home page Show the API documentation Use Postman to demonstrate the tests in the Harmony Core Demo collection

45 Who has the first question?

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