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CAS API Table/Fixed Table Instructions

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Overview

The CAS API and Expert integration automatically builds a table in Expert based on data from the CAS API, preventing the need for manual updates.

CSDCAS Program Table

Integration Steps

Review the integration steps below. More information for select steps is below.

Step #

Task

Owner

1

Identify which tables will have the integration, who the SME is for the content (e.g., account team), and when the integration is needed by (e.g., cycle rollover, etc.).

E&K team

2

Identify the data needed for the table, including:

  • What data to include.
  • How to present the data.
  • Timeline for updating data (e.g., data refresh at Applicant Portal launch, ongoing feed, etc.).

E&K team

3

Create the table "stub" (i.e., table header and column names).

  1. Under Elements, click Templates.
  2. Select Table - CAS API Participating Programs or Table - CAS API GRE Codes.

Be sure to edit the table properties and select First row for headings.

E&K team

4

Create the AWS S3 folder, CAS API subscription, retrieve the backlog (if any), and place it in the AWS S3 folder.

Implementation team

5

Configure the BuildTable() function for the table.

E&K team

6

Test the BuildTable() function (e.g., test against backlog, test automated delivery, etc.).

E&K team

7

Publish the new table.

E&K team

Step 4: Configure the CAS API Subscription

The CAS API subscription must be set before the file can be sent to the AWS S3 bucket. On Amazon, a script that combines the individual JSON entries into a combined file when a new file appears in the S3 bucket.

All files are delivered to subdirectories under the “CAS” directory; the file naming conventions are:

  • CAS/atcas_organizations_<instanceId>/<instanceId>_<organizationId>.json
  • CAS/csdcas_programs_<instanceId>/<instanceId>_<organizationId>_<programId>.json
AWS S3 Bucket Details

Bucket: services-liaison
Region: us-east-1
Access key: AKIARGNW5KGAKUEUCHHH
Secret key: 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

CAS API Account

Username: HelpCenter
Password (Prelaunch and Production): p1NbG9B6n
API key: rawsu40KkOUm77HDYOeCadparjOYtqddDaLW4og0
User level: Instance

CAS API Subscriptions

Endpoint: POST/v1/applicationForms/{applicationFormId}/subscriptions

Request Bodies:

  • Be sure to replace "CASNAMEHERE" with the name of the relevant CAS in lowercase letters (e.g. "atcas_...").
  • The program payloads feed pages called "Participating Programs," while the organization payloads mostly feed pages called "GRE Codes."
Scripts

Programs

{
    "notificationEmailAddress": "training@liaisonedu.com",
    "subscriptionDetails": [
        {
            "event": "program.created",
            "responseType": "fullResponse",
            "destinationType": "AWSS3",
            "apiVersion": "v1",
            "awsS3Destination": {
                "awsS3PathTemplate": "CAS/CASNAMEHERE_programs_<instanceId>/<instanceId>_<organizationId>_<programId>.json",
                "awsS3BucketName": "services-liaison",
                "awsS3Region": "us-east-1",
                "awsS3AccessKey": "AKIARGNW5KGAKUEUCHHH",
                "awsS3SecretKey": "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"
            }
        },
        {
            "event": "program.updated",
            "responseType": "fullResponse",
            "destinationType": "AWSS3",
            "apiVersion": "v1",
            "awsS3Destination": {
                "awsS3PathTemplate": "CAS/CASNAMEHERE_programs_<instanceId>/<instanceId>_<organizationId>_<programId>.json",
                "awsS3BucketName": "services-liaison",
                "awsS3Region": "us-east-1",
                "awsS3AccessKey": "AKIARGNW5KGAKUEUCHHH",
                "awsS3SecretKey": "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"
            }
        }
    ]
}

Organizations

{
    "notificationEmailAddress": "training@liaisonedu.com",
    "subscriptionDetails": [
        {
            "event": "organization.created",
            "responseType": "fullResponse",
            "destinationType": "AWSS3",
            "apiVersion": "v1",
            "awsS3Destination": {
                "awsS3PathTemplate": "CAS/CASNAMEHERE_organizations_<instanceId>/<instanceId>_<organizationId>.json",
                "awsS3BucketName": "services-liaison",
                "awsS3Region": "us-east-1",
                "awsS3AccessKey": "AKIARGNW5KGAKUEUCHHH",
                "awsS3SecretKey": "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"
            }
        },
        {
            "event": "organization.updated",
            "responseType": "fullResponse",
            "destinationType": "AWSS3",
            "apiVersion": "v1",
            "awsS3Destination": {
                "awsS3PathTemplate": "CAS/CASNAMEHERE_organizations_<instanceId>/<instanceId>_<organizationId>.json",
                "awsS3BucketName": "services-liaison",
                "awsS3Region": "us-east-1",
                "awsS3AccessKey": "AKIARGNW5KGAKUEUCHHH",
                "awsS3SecretKey": "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"
            }
        }
    ]
}

Step 4.5: Batch Retrieve Payloads (if necessary)

As of now, subscriptions to the organization.created and organization.updated events will not fire upon cycle rollover. Organizations, in fact, are not bound by cycles, but a table associates organizations with application forms (unicas_config.dbo.associationOrg). For CAS API-Help Center integrations that use organization payloads, it will be necessary to manually retrieve the organizations and upload them to the appropriate folder in the S3 bucket.

Steps
  1. Retrieve the relevant payloads in bulk using the appropriate script below
    • Don't run any other API calls with the HelpCenter user account while the script is running!!!
  2. Drop the created folder into the S3 bucket (see above for credentials)
    • Load the newly created folder into the /services-liaison/CAS/ folder on the S3 bucket
Scripts

Programs

import json
import os
import pandas as pd
import requests
from datetime import datetime
import time  # pause in between file generation status checks

# credentials, root url, application form id, organization id
print("credentials, root url, application form id, organization id")
casName = "unmc"
applicationFormId = 6783
username = 'HelpCenter'
password = 'p1NbG9B6n'
apiKey = 'rawsu40KkOUm77HDYOeCadparjOYtqddDaLW4og0'
rootUrl = 'https://api.liaisonedu.com'
saveDir = f'C:\\Users\\gmartin\\OneDrive - Liaison International\\001_Projects\\Client_Projects\\MindTouch\\{casName}_programs_{applicationFormId}\\'
print(casName)
print(applicationFormId)
print(username)
print(password)
print(apiKey)
print(rootUrl)
print(saveDir)

runtime = datetime.now()
runtimestamp = runtime.strftime("%Y-%m-%dT%H%M")
print(runtimestamp)

# Define a function for authorization
print("Define a function for authorization")
def auth(apiKey, UserName, Password, baseUrl):
    """
        Authorize session for CAS API
        :param apiKey: user account's CAS API key
        :param UserName: user account's username
        :param Password: user account's password
        :param baseUrl: the base url for the target environment
        :return: Authorization Token to be used with all requests
    """
    endpoint = "/v1/auth/token"
    url = baseUrl + endpoint
    payload = "{\"UserName\": \"" + UserName + "\",\"Password\": \"" + Password + "\"}"
    headers = {
        'Content-Type': "application/json",
        'x-api-key': apiKey
    }
    response = requests.request("POST", url, data=payload, headers=headers)
    responseJson = response.json()
    token = responseJson["Token"]
    # refreshToken = responseJson["RefreshToken"]
    return token


# Define a function for interacting with the CAS API
print("Define a function for interacting with the CAS API")
def casapi(endpoint, apiKey, UserName, Password, baseUrl="https://api.liaisonedu.com", requestType="GET", payload="", contentJson=False, extraHeaders={}, urlParams={}):
    """
        Interact with various CAS API endpoints
        :param endpoint: the URL indicating the desired endpoint (see https://api.liaisonedu.com/reference/index.htm)
        :param apiKey: the user's API key
        :param UserName: the user's username
        :param Password: the user's password
        :param baseUrl: the root URL for the environment you want to interact with (Defaults to prod: baseUrl="https://api.liaisonedu.com")
        :param requestType: the HTTP request to send e.g. "GET" (see https://api.liaisonedu.com/reference/index.htm)
        :param payload: OPTIONAL the body of the HTTP request
        :param contentJson: OPTIONAL adds a header indicating that the body of the request is "application/json"
        :param extraHeaders: OPTIONAL additional headers for the request; send key-values as dict
        :param urlParams: OPTIONAL additional URL string query parameters; send key-values as dict
        :return: raw response from endpoint
    """
    if len(urlParams) == 0:
        url = baseUrl + endpoint
    else:
        i = 1
        urlQueryStr = ""
        for urlParam, urlParamValue in urlParams.items():
            if i == 1:
                urlQueryPart = "?" + urlParam + "=" + str(urlParamValue)
            else:
                urlQueryPart = "&" + urlParam + "=" + str(urlParamValue)
            urlQueryStr += urlQueryPart
            i += 1
        url = baseUrl + endpoint + urlQueryStr
    token = auth(apiKey=apiKey, UserName=UserName, Password=Password, baseUrl=baseUrl)
    if contentJson:
        headers = {
            'Authorization': token,
            'x-api-key': apiKey,
            'Content-Type': "application/json"
        }
        headers.update(extraHeaders)
    else:
        headers = {
            'Authorization': token,
            'x-api-key': apiKey,
        }
        headers.update(extraHeaders)
    response = requests.request(requestType, url, data=payload, headers=headers)
    return response

# make directory if not exist
print('# make directory if not exist')
print('directory already exists?\t\t' + str(os.path.isdir(saveDir)))
if not os.path.isdir(saveDir):
    os.mkdir(saveDir)
    print('directory created?\t\t' + str(os.path.isdir(saveDir)))

# retrieve program list
print('# retrieve program list')
endpoint = f"/v1/applicationForms/{applicationFormId}/programs"
programList = casapi(endpoint, apiKey, username, password, rootUrl, "GET").json()
print(len(programList))

# loop through programs, retrieving details and saving as JSON
print("# loop through programs, retrieving details and saving as JSON")
i = 0
now = datetime.now()
nowtimestamp = now.strftime("%Y-%m-%dT%H%M")
print(nowtimestamp)
for program in programList:
    # if (i == 50):
    #     continue
    time.sleep(2)
    organizationId = program["orgId"]
    programId = program["id"]
    endpoint = f"/v1/applicationForms/{applicationFormId}/organizations/{organizationId}/programs/{programId}"
    i += 1
    now = datetime.now()
    nowtimestamp = now.strftime("%Y-%m-%dT%H%M")
    response = casapi(endpoint,apiKey,username,password,rootUrl,"GET")
    programDetails = response.json()
    print(nowtimestamp + "\t\t" + str(i) + "\t" + str(len(programList) - i) + " left\t\t" + str(applicationFormId) + "\t"
        + str(organizationId) + "\t" + str(programId) + "\t\t" + str(response.status_code))
    if response.status_code==200:
        with open(saveDir+f"{applicationFormId}_{organizationId}_{programId}.json", 'w') as file:
            json.dump(programDetails, file)
print("\r\rretrieval complete")
now = datetime.now()
runduration = (now-runtime).total_seconds()/60
print("run duration: " + str(runduration) + " minutes")

Organizations

import json
import os
import pandas as pd
import requests
from datetime import datetime
import time  # pause in between file generation status checks

# credentials, root url, application form id, organization id
print("credentials, root url, application form id, organization id")
casName = "csdcas"
applicationFormId = 6801
username = 'HelpCenter'
password = 'p1NbG9B6n'
apiKey = 'rawsu40KkOUm77HDYOeCadparjOYtqddDaLW4og0'
rootUrl = 'https://api.liaisonedu.com'
saveDir = f'C:\\Users\\gmartin\\OneDrive - Liaison International\\001_Projects\\Client_Projects\\MindTouch\\{casName}_organizations_{applicationFormId}\\'
print(casName)
print(applicationFormId)
print(username)
print(password)
print(apiKey)
print(rootUrl)
print(saveDir)

runtime = datetime.now()
runtimestamp = runtime.strftime("%Y-%m-%dT%H%M")
print(runtimestamp)

# Define a function for authorization
print("Define a function for authorization")
def auth(apiKey, UserName, Password, baseUrl):
    """
        Authorize session for CAS API
        :param apiKey: user account's CAS API key
        :param UserName: user account's username
        :param Password: user account's password
        :param baseUrl: the base url for the target environment
        :return: Authorization Token to be used with all requests
    """
    endpoint = "/v1/auth/token"
    url = baseUrl + endpoint
    payload = "{\"UserName\": \"" + UserName + "\",\"Password\": \"" + Password + "\"}"
    headers = {
        'Content-Type': "application/json",
        'x-api-key': apiKey
    }
    response = requests.request("POST", url, data=payload, headers=headers)
    responseJson = response.json()
    token = responseJson["Token"]
    # refreshToken = responseJson["RefreshToken"]
    return token


# Define a function for interacting with the CAS API
print("Define a function for interacting with the CAS API")
def casapi(endpoint, apiKey, UserName, Password, baseUrl="https://api.liaisonedu.com", requestType="GET", payload="", contentJson=False, extraHeaders={}, urlParams={}):
    """
        Interact with various CAS API endpoints
        :param endpoint: the URL indicating the desired endpoint (see https://api.liaisonedu.com/reference/index.htm)
        :param apiKey: the user's API key
        :param UserName: the user's username
        :param Password: the user's password
        :param baseUrl: the root URL for the environment you want to interact with (Defaults to prod: baseUrl="https://api.liaisonedu.com")
        :param requestType: the HTTP request to send e.g. "GET" (see https://api.liaisonedu.com/reference/index.htm)
        :param payload: OPTIONAL the body of the HTTP request
        :param contentJson: OPTIONAL adds a header indicating that the body of the request is "application/json"
        :param extraHeaders: OPTIONAL additional headers for the request; send key-values as dict
        :param urlParams: OPTIONAL additional URL string query parameters; send key-values as dict
        :return: raw response from endpoint
    """
    if len(urlParams) == 0:
        url = baseUrl + endpoint
    else:
        i = 1
        urlQueryStr = ""
        for urlParam, urlParamValue in urlParams.items():
            if i == 1:
                urlQueryPart = "?" + urlParam + "=" + str(urlParamValue)
            else:
                urlQueryPart = "&" + urlParam + "=" + str(urlParamValue)
            urlQueryStr += urlQueryPart
            i += 1
        url = baseUrl + endpoint + urlQueryStr
    token = auth(apiKey=apiKey, UserName=UserName, Password=Password, baseUrl=baseUrl)
    if contentJson:
        headers = {
            'Authorization': token,
            'x-api-key': apiKey,
            'Content-Type': "application/json"
        }
        headers.update(extraHeaders)
    else:
        headers = {
            'Authorization': token,
            'x-api-key': apiKey,
        }
        headers.update(extraHeaders)
    response = requests.request(requestType, url, data=payload, headers=headers)
    return response

# make directory if not exist
print('# make directory if not exist')
print('directory already exists?\t\t' + str(os.path.isdir(saveDir)))
if not os.path.isdir(saveDir):
    os.mkdir(saveDir)
    print('directory created?\t\t' + str(os.path.isdir(saveDir)))

# retrieve organization list
print('# retrieve organization list')
endpoint = f"/v1/applicationForms/{applicationFormId}/organizations"
organizationList = casapi(endpoint, apiKey, username, password, rootUrl, "GET").json()
print(len(organizationList))

# loop through organizations, retrieving details and saving as JSON
print("# loop through organizations, retrieving details and saving as JSON")
i = 0
now = datetime.now()
nowtimestamp = now.strftime("%Y-%m-%dT%H%M")
print(nowtimestamp)
for organization in organizationList:
    time.sleep(2)
    organizationId = organization["id"]
    endpoint = f"/v1/applicationForms/{applicationFormId}/organizations/{organizationId}"
    i += 1
    now = datetime.now()
    nowtimestamp = now.strftime("%Y-%m-%dT%H%M")
    response = casapi(endpoint, apiKey, username, password, rootUrl, "GET")
    organizationDetails = response.json()
    print(nowtimestamp + "\t\t" + str(i) + "\t" + str(len(organizationList) - i) + " left\t\t" + str(applicationFormId) + "\t"
          + str(organizationId) + "\t\t" + str(response.status_code))
    if response.status_code == 200:
        with open(saveDir+f"{applicationFormId}_{organizationId}.json", 'w') as file:
            json.dump(organizationDetails, file)
print("\r\rretrieval complete")
now = datetime.now()
runduration = (now-runtime).total_seconds()/60
print("run duration: " + str(runduration) + " minutes")

Step 5: Configure the BuildTable Function

  1. Edit the page and insert the BuildTable script (https://help.liaisonedu.com/Template...tom/BuildTable), which downloads a combined JSON file and renders it based on the configuration options provided.
  2. On each table page, there are three components:
    1. Reference to the BuildTable script (usually collapsed).
    2. Configuration settings for the table (usually collapsed).
    3. Table with headers (these can be styled, resized, etc. as needed). The rows are filled in by the script.

      Table page components
Step B: Configure Table Settings

Sample Options

var data_url = 'https://services-liaison.s3.amazonaws.com/data_csdcas_programs_6709.json';

var SELECTOR = 'table tbody';
var SORT_ORDER = ["orgName", "name", "type", "deadlineDisplay"];
var DISPLAY_ORDER = ["state", "orgName", "name", "type", "deadlineDisplay",
                     "programAttributes.supplementalApplicationRequired",
                     "programAttributes.supplementalFeeRequired",
                     "programAttributes.greRequired"];
var IGNORE = function(item) {
    return item.status == "draft" || item.status == "review";   
};

var STYLE = function(row) {
    var styles = {};
    
    if (row.concentration == "Application submitted by the deadline") {
        styles["deadlineDisplay"] = "background: #3498db; font-weight: bold;";    // blue
    }
    if (row.concentration == "Application and transcripts received by deadline") {
        styles["deadlineDisplay"] = "background: #f39c12; font-weight: bold;";    // orange
    }
    if (row.concentration == "Application verified by deadline") {
        styles["deadlineDisplay"] = "background: #27ae60; font-weight: bold;";    // green
    }
    
    styles.default = "";
    return styles;
}

buildTable(data_url, {SELECTOR: SELECTOR, SORT_ORDER: SORT_ORDER, DISPLAY_ORDER: DISPLAY_ORDER, IGNORE: IGNORE, STYLE: STYLE});

The options include:

  • data_url: the data file to load, in the following format. Note that the ID is unique to a CAS and cycle and is stored in the Master Delivery Schedule. 
    https://services-liaison.s3.amazonaws.com/data_csdcas_programs_ID.json
https://services-liaison.s3.amazonaws.com/data_atcas_programs_ID.json
  • SELECTOR: CSS selector for the table to use. If there are multiple tables on the page, you can target a specific one. Otherwise, just leave the default.
  • SORT_ORDER: an array of fields to sort by (such as "orgName" first, then "name," etc.).
  • DISPLAY_ORDER: an array of fields to display in the table columns, from left to right. Field names may be standard attributes ("state") or custom attributes ("programAttributes.attributeName"). In custom attributes, the programAttributes[].displayName should be used for filtering (corresponding to the value entered by the user in the “AttributeName” parameter - var DISPLAY_ORDER = ["name", "etsCode", "programAttributes.AttributeName"]; ). The value to be displayed in the row in the table would be programAttributes.attributeValues.attributeValue.
  • IGNORE: a function that determines which rows to ignore (e.g., ignore items with a status). The incoming item is an object based on the JSON entries.
  • STYLE: a function that determines the inline CSS style to apply to each cell. The incoming item is an object based on the JSON entries. The return value should be an object with an inline CSS style for each field name. For example: styles["fieldName"] = "background: #aa0000;". You may optionally set a value for styles.default: this inline CSS will be added to cells where an exact field match isn't already there.
Step C: Set Up Table

Be sure that the table stub is already created with header rows labeled. Columns should match the DISPLAY_ORDER configuration settings, both in name and order.

Sample Table

State

Institution

Program

Program Type

Program Deadline (Month/Day/Year)

Supplemental Application Required

Supplemental Fee Required

GRE Required

Sample Table HTML

<table border="1" cellpadding="1" cellspacing="1" class="mt-responsive-table mt-table-big" id="program-table">
    <thead>
        <tr>
            <td class="mt-noheading mt-column-width-10" style="background-color:rgb(30, 87, 160);vertical-align:middle;">
            <p><span class="mt-font-size-12"><strong><span class="mt-color-ffffff">State</span></strong></span></p>
            </td>
            <td class="mt-noheading mt-column-width-10" style="background-color:rgb(30, 87, 160);vertical-align:middle;"><span class="mt-font-size-12"><font color="#ffffff"><b>Institution</b></font></span></td>
            <td class="mt-noheading mt-column-width-15" style="background-color:rgb(30, 87, 160);vertical-align:middle;">
            <p><span class="mt-font-size-12"><strong><span class="mt-color-ffffff">Program</span></strong></span></p>
            </td>
            <td class="mt-noheading mt-column-width-15" style="background-color:rgb(30, 87, 160);vertical-align:middle;">
            <p><span class="mt-font-size-12"><strong><span class="mt-color-ffffff">Program Type</span></strong></span></p>
            </td>
            <td class="mt-noheading mt-column-width-10" style="background-color:rgb(30, 87, 160);vertical-align:middle;">
            <p><span class="mt-font-size-12"><strong><span class="mt-color-ffffff">Program Deadline</span></strong></span></p>
            </td>
            <td class="mt-noheading mt-column-width-10" style="background-color:rgb(30, 87, 160);vertical-align:middle;"><span class="mt-font-size-12"><font color="#ffffff"><b>Supplemental Application Required</b></font></span></td>
            <td class="mt-noheading mt-column-width-10" style="background-color:rgb(30, 87, 160);vertical-align:middle;"><span class="mt-font-size-12"><strong><span class="mt-color-ffffff">Supplemental Fee Required</span></strong></span></td>
            <td class="mt-noheading mt-column-width-15" style="background-color:rgb(30, 87, 160);vertical-align:middle;"><span class="mt-font-size-12"><font color="#ffffff"><b>GRE Required</b></font></span></td>
        </tr>
    </thead>
    <tbody>
    </tbody>
</table>
Additional Style Code

If needed, you can use the codes below to further customize program data.

Make text invisible via CSS styling if there's a value you don't want users to see (NAFCAS example)

var STYLE = function(row) {
var styles = {};

if (typeof row.campus == 'undefined') {
styles["campus"] = "opacity: 0"; // hide the text - using opacity means users can't highlight the invisible text with the cursor
}

styles.default = "";
return styles;
}

Apply snippets of default answer values when the answer values themselves aren't being picked up (CASPA example)

var STYLE = function(row) {
    var styles = {};
    
    if (row.track.includes("Blue:")) {
        styles["deadlineDisplay"] = "background: #3498db; font-weight: bold;";    // blue
    }
    if (row.track.includes("Orange:")) {
        styles["deadlineDisplay"] = "background: #f39c12; font-weight: bold;";    // orange
    }
    if (row.track.includes("Green:")) {
        styles["deadlineDisplay"] = "background: #27ae60; font-weight: bold;";    // green
    }
    
    styles.default = "";
    return styles;
}

Fixed Table Headers

To add the fixed table headers functionality, you must add a specific class name to the <table> tag. Note that the fixed table header doesn't work in mobile. Instead, the default behavior was selected for ease of reading.

Via WYSIWYG

  1. Right click on the table and click Table properties.
  2. Under Headings, select the First row checkbox.
  3. Under Stylesheet classes, enter stick-one for a single-header table or stick-two for a double-header table.

Via HTML

  1. Edit the page and click HTML in the top right of the editor.
  2. Enter the following tag in the <table> script:
    • For a single-header table, add class="stick-one". If the table already has class attributes, then you can add stick-one to the existing class list. You must also edit the table properties and select First row for headings.
    • For a double-header table, add class="stick-two". If the table already has class attributes, then you can add stick-two to the existing class list.

Table script

 

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