Where to get my credentials?
If you have wondered where you can get your API token or are not sure
of the url, project name ‘upstream’, repository name ixplorer or the
username, this vignette will help you get them.
Getting the API token
The first thing you need to do is go to the settings
section which is under your account avatar.
Once there, there is a tab with the name of
applications. Click on this option and then the option
to generate an API token will be available. To obtain it, you have to
give the API a name and then create it.
After clicking on Generate Token you will see a
number made up of multiple digits. This is the API token. Be sure to
write it down and save it somewhere as it is the credential you will
need to put into the authentication gadget to gain
access to your repository data from RStudio.
Getting my ixplorer url
This segment is simple since it is only necessary to search for your
ixplorer environment on the internet and copy the url.
As an example, the url credential of the ixplorer in the image below
would be:
Project name
This is the name of the project where your repositories of interest
are hosted. Be careful to write the name of the upstream project as it
appears in the url. For example, in the image below we can see that the
name of the project is Credit risk model and API and
contains two repositories.
Repository
When you start the session, you will basically be focused on a single
repository. If we continue with the example, we have two repositories
under Credit risk model and API:
mod_credit_risk and
api_credit_risk.
If we want to work on the repository mod_credit_risk
we have to write this name in the authentication gadget.
User name
Here we write only the name of the user that is used to login to your
ixplorer environment account. In this example we would have username
sasha
How would the authetication gadget look like?
The gadget currently has 6 total slots to fill. The first time you
access the gadget through the addin in Addins or the add_token()
function, it is displayed only asking for the url of your ixplorer
environment. In case it is detected that there are no pre-entered
credentials for your environment, the following spaces will be displayed
asking for your token, username, name and repository. There is also the
additional option to choose your language of preference. Later the
gadgets that are called will be displayed in this language. The gadget
would then look like the image below
When there are previously saved credentials for your url environment
you will be directed to the second tab of the gadget “ixploring” where
you can select one from your previously saved environments, change your
project and later your repository. This tab would look like the image
below.
Once the authentication gadget closes you may be prompted yo enter a
password. This password may be required for your instance the next time
you use any function of ixplorer, it is recommended to store it properly
in a password manager on your computer. This step is especially
important for those who use a shared computer.
If your intention is not to save the credentials permanently on the
computer you can always delete them once your work session is over. For
this the function delete_credentials() or eliminar_credentiales() are
used.