This document provides information on how to build a Maximizer API that allows editing an address book entry. It involves creating an ASPX project with HTML and ASPX files to display the UI. JavaScript files are used to generate tokens and call the Maximizer API methods. The process includes generating a token, declaring JavaScript files, creating a text box and buttons in the ASPX file to change the entry name. On click, the JavaScript makes an API call with the token to update the address book entry name. The files are then placed in the correct Maximizer folders and tested on the server.

1. Maximizer API Pt.2
Murylo Batista

2. Targets Pt. 1
Capabilities
Address book, opportunities, sections etc.
Following Window
Folders and files, system structure, tokens, Abinfo

3. Enterprise
- Direct Database Connections.
- Dedicated Server.
- Work Through Web Services (Optional).
CRM Live
- No Database Direct Connection
- Web Services Required.
Capabilities

4. Address book
- Add new AB entry
- Retrieve AB entry info
- Change AB entry info
- Retrieve current AB entry UDF value
- Add as many following windows as you wanted
- Custom database tables connection (grids, inserts and etc.)
Capabilities

5. Sections
- Get current user
- Custom database tables connection (grids, inserts etc.)
- Generate tokens
- Embed external or internal websites.
Capabilities

6. ERP Integration
Sales Integration
Process Integration
Recruitment Process
Capabilities

7. • Address Book (for-ab)
• Opportunities (for-opp)
• Campaigns (for-campaign)
• Hotlist (for-task)
• Customer Service (for-cs)
Following Window
Folders and Files

8. Following Window
Folders and Files
• Configuration File
- Enable new FollowingWindow
- Set the FollowingWindow Tab Name
• Location : “C:Program Files (x86)MaximizerPortalsEmployeeConfigfollowingWindowSets.xml”
- But it can be different between custom setups.

9. • Bin folder
- Place where you put your DLL’s for your new followingWindow
• Location : “C:Program Files (x86)MaximizerPortalsEmployeebin”
Tip: changing the default DLLs for newer versions e.g. telerik, will make maximizer stop
working, if you need to work with any DLL which Maximizer uses, deploy your project with the
same version.
Following Window
Folders and Files

10. • FollowingWindows folder
- Place where you put your web project files (.aspx, .html, .php and etc.)
• Location: “C:Program Files (x86)MaximizerPortalsEmployeeContentFollowingWindows”
Following Window
Folders and Files

11. Following Window
Folders and Files
• Web.config File
- Where you add configuration, such as connection strings, default AB, Declare
assembly's and etc.
• Location: “C:Program Files (x86)MaximizerPortalsEmployeeweb.conf”

12. Following Window
Folders and Files
• MaximizerWebData, web.config File
- Enable MaximizerWebData, to be able to generate tokens and access web hooks
• Location: “C:Program Files (x86)MaximizerPortalsMaximizerWebDataweb.conf”

13. Following Window
Folders and Files
• ClientScript folder
- Where you should put your JS files (JavaScript)
• Location: “C:Program Files (x86)MaximizerPortalsEmployeeClientScript”

14. System Structure

15. Following Window
Tokens
• Tokens are used for authorize any action through API, such as, requesting, changing and
deleting information.
• They are generated in the API and stored into the WebAPIToken table.

16. Following Window
Retrieving Token and Editing A.B Entry
• Needed Skills : JS, ASP.NET, JSON
• Needed Software : Visual Studio
• JS libraries: Maximizer.Events.js, Maximizer.FollowingTabManager.js, jquery,js
• Suggested Software’s : Notepad++, http://jsbeautifier.org/.

17. Following Window
Retrieving Token and Editing A.B Entry
1st Create ASPX project

18. Following Window
Retrieving Token and Editing A.B Entry

19. Following Window
Retrieving Token and Editing A.B Entry

20. Following Window
Retrieving Token and Editing A.B Entry
2nd Create an HTML and ASPX file.

21. Following Window
Retrieving Token and Editing A.B Entry

22. Following Window
Retrieving Token and Editing A.B Entry
• 3rd - In the HTML file create an iframe and put the ASPX
linked to it.
HTML COMPOSITION
<!DOCTYPE html>
<html>
<head>
<title></title>
<meta charset="utf-8" />
</head>
<body>
<iframe id="centerFrame" src=“index.aspx" style="resize:both;
width:100%; "> > </iframe>
</body>
</html>

23. Following Window
Retrieving Token and Editing A.B Entry
//Create an javascript inside the UpperIndex.html file
<script type="text/javascript">
var TrainingTab = new maximizer.FollowingTab();
$("#centerFrame").load(function () {
TrainingTab.on("ParentRecordChange", function (event) {
localStorage['SelectedKey'] = event.data.key;
//taking the index.aspx instance to pass the key information to him
var frame = document.getElementById("centerFrame");
var frameDoc = frame.contentWindow.document;
var Panel1 = frameDoc.getElementById("Panel1");
frameDoc.getElementById("btnReload").click();
});
TrainingTab.start();
});
</script>

24. Following Window
Retrieving Token and Editing A.B Entry
• 4th - Create an JavaScript File, there we will create the Maximizer
methods

25. Following Window
Retrieving Token and Editing A.B Entry
• 5th - Create an JavaScript File, there we will create the Maximizer methods
//Javascript token.js
//1st take the localaddress for the maximizerwebdata
urlMaximizerWebDataAPI =
"http://"+window.location.host+"/maximizerwebdata/Data.svc/json/";
//That will be used in the future

26. Following Window
Retrieving Token and Editing A.B Entry
//2nd Create a method to get substring passed from API to the front end method
function getURLParameter(parameterName)
{
var queryString = parent.window.location.search.substring(1);
var urlParameters = queryString.split('&');
for(var i=0 ; i< urlParameters.length;i++){
var param = urlParameters[i].split('=');
if(param[0] == parameterName){
return decodeURIComponent(param[1]);
}
}
}

27. Following Window
Retrieving Token and Editing A.B Entry
//method to call Maximizer API PG. 412
function callMaximizerApi(baseUrl, methodName, parameters) {
//creating the return variable
var returnValue = '';
//creating the type of the request
var httpRequest = new XMLHttpRequest();
try {
//Openning the request using the provided variables
httpRequest.open('POST', urlMaximizerWebDataAPI + methodName,
false);
httpRequest.onreadystatechange = function() {
if (httpRequest.readyState == 4 && httpRequest.status == 200) {
//if is everything OK with the server's answer then set the result value returnValue
returnValue = JSON.parse(httpRequest.responseText);
}
};
httpRequest.setRequestHeader('Content-Type', 'text/plain');
httpRequest.send(JSON.stringify(parameters));
return returnValue;
} catch (err) {
alert(err);
}
}

28. Following Window
Retrieving Token and Editing A.B Entry
Create textbox
Create button
Generate token
Declare js files

29. Following Window
Retrieving Token and Editing A.B Entry

30. Following Window
Retrieving Token and Editing A.B Entry
//create the textbox and 2 buttons value in the index.aspx file
<asp:Panel ID="Panel1" runat="server">
Contact Name..:
<asp:TextBox ID="txtAbEntryInfo" runat="server"></asp:TextBox>
<asp:Button ID="btnOK" runat="server" Text="Change" OnClientClick="RequestChange()" />
<asp:Button ID="btnReload" runat="server" Text="Reload" />
</asp:Panel>

31. Following Window
Retrieving Token and Editing A.B Entry
//declare the js files in index.aspx
<script type="text/javascript" src="../../ClientScript/Token.js"></script>
<script type="text/javascript" src="../../ClientScript/jquery/jquery.js"></script>

32. Following Window
Retrieving Token and Editing A.B Entry
//Create an javascript inside the index.aspx file
<script type="text/javascript">
function RequestChange() {
//first, generate the token
var maxWebDataURL = getURLParameter("WebAPIURL");
var getTokenURL = getURLParameter("GetTokenURL");
var identityToken = getURLParameter("IdentityToken");
//asking the token based on the identityToken
$.ajax({
url: getTokenURL,
type: 'POST',
dataType: 'json',
contentType: 'application/json;charset=utf-8',
cache: false,
async: true,
data: JSON.stringify({ 'IdentityToken': identityToken }),
success: function (resultJSON) {
localStorage['CurrentUserKey'] = resultJSON.d;
},
error: function (resultJson) {
}
});
//now lets build the request to change the Selected AB entry Name
var currentUserToken = localStorage['CurrentUserKey'];
var nameChangeRequest = {
"Token": currentUserToken,
"AbEntry": {
"Data": {
"Key": localStorage['SelectedKey'],
"CompanyName": document.getElementById("txtAbEntryInfo").value
}
}
};
callMaximizerApi(urlMaximizerWebDataAPI, "AbEntryUpdate", nameChangeRequest);
}
</script>

33. Following Window
Retrieving Token and Editing A.B Entry
Compile
Place the files in the folders setup
Test it on your server

34. Following Window
Retrieving Token and Editing A.B Entry

35. Questions?