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61 changes: 34 additions & 27 deletions ruby_on_rails/apis/working_with_external_apis.md
Original file line number Diff line number Diff line change
Expand Up @@ -6,7 +6,7 @@ Most popular services offer APIs so developers can interface with them (they lov

If you go to the documentation for an API, it can sometimes be a bit overwhelming because much of the material sort of assumes that you know what you're doing, but some are definitely better than others. There are also elements that are common across almost all of them. The more you work with APIs (and get the hang of the authentication flow), the easier they get. You'll be making mashups in no time.

This lesson will cover some general steps that are common across APIs and will do high level overviews of some of the methods for authenticating with APIs like Omniauth. Try to gain as much conceptual understanding as you can here and use the documentation each gem or API provides to help with the implementation. If you find great free learning resources that explain APIs, please let us know [(make a pull request and add an additional resource at the bottom of this page)](https://github.com/TheOdinProject/curriculum)!
This lesson will cover some general steps that are common across APIs and will do high level overviews of some of the methods for authenticating with APIs like Omniauth. Try to gain as much conceptual understanding as you can here and use the documentation each gem or API provides to help with the implementation. If you find great free learning resources that explain APIs, you can [suggest resources via a GitHub issue in our curriculum repo](https://github.com/TheOdinProject/curriculum/issues/new/choose)!

### Lesson overview

Expand All @@ -31,10 +31,14 @@ You'll typically also get a "secret key" or similarly named code. Whereas the A

Most APIs require a different type of "security clearance" for different requests:

1. You can usually make innocuous requests like asking for posts from X's (formerly known as Twitter) API with straightforward and unauthenticated GET requests. You can make these from any command line or a browser tool like [Postman](http://getpostman.com). These types of API requests are usually severely rate limited to incentivize you to sign up.
1. The next layer is making requests that include your API key. These are still usually fairly innocuous things (like getting public data) and limited by the API's pricing tiers.
1. More sensitive requests like asking for specific user data or submitting/modifying/deleting data will likely require you to use an authentication process involving your secret token. We'll cover the basics of this in the project. Rates for these requests are subject to the API pricing tiers.
1. Oftentimes, you actually want to make requests on behalf of a user. For instance, showing a user a dashboard of all their posts and Facebook posts together would require asking X for that user's posts and Facebook for that user's posts. This can involve a LOT of requests over a large user base, but luckily you're actually able to make them on the user's behalf by asking for the user's permission. We'll cover this as well later, but basically you send the user to the API provider's site to sign in, then the API provider will give you a user-specific token to use when making requests on their behalf in the future. Rates for this are usually more advantageous because they are covered in a per-user bucket. We typically use the OAuth protocol for this, as described below.
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1. You can usually make innocuous requests like asking for posts from X's (formerly known as Twitter) API with straightforward and unauthenticated GET requests. You can make these from any command line or an application like [Postman](http://getpostman.com). These types of API requests are usually severely rate limited to incentivize you to sign up.
2. The next layer is making requests that include your API key. These are still usually fairly innocuous things (like getting public data) and limited by the API's pricing tiers.
3. More sensitive requests like asking for specific user data or submitting/modifying/deleting data will likely require you to use an authentication process involving your secret token. We'll cover the basics of this in the project. Rates for these requests are subject to the API pricing tiers.
4. Oftentimes, you actually want to make requests on behalf of a user. For instance, showing a user a dashboard of all their posts and Facebook posts together would require asking X for that user's posts and Facebook for that user's posts. This can involve a LOT of requests over a large user base, but luckily you're actually able to make them on the user's behalf by asking for the user's permission. We'll cover this as well later, but basically you send the user to the API provider's site to sign in, then the API provider will give you a user-specific token to use when making requests on their behalf in the future. Rates for this are usually more advantageous because they are covered in a per-user bucket. We typically use the OAuth protocol for this, as described below.
1. The next layer is making requests that include your API key. These are still usually fairly innocuous things (like getting public data) and limited by the API's pricing tiers.
1. More sensitive requests like asking for specific user data or submitting/modifying/deleting data will likely require you to use an authentication process involving your secret token. We'll cover the basics of this in the project. Rates for these requests are subject to the API pricing tiers.
1. Oftentimes, you actually want to make requests on behalf of a user. For instance, showing a user a dashboard of all their posts and Facebook posts together would require asking X for that user's posts and Facebook for that user's posts. This can involve a LOT of requests over a large user base, but luckily you're actually able to make them on the user's behalf by asking for the user's permission. We'll cover this as well later, but basically you send the user to the API provider's site to sign in, then the API provider will give you a user-specific token to use when making requests on their behalf in the future. Rates for this are usually more advantageous because they are covered in a per-user bucket. We typically use the OAuth protocol for this, as described below.

### Versions

Expand Down Expand Up @@ -77,57 +81,60 @@ OAuth 2.0 is actually pretty complicated, so we'll just cover the basic process.
Basically (still using Facebook as an example):

1. User tries to access a page on your app and you ask the user to login
2. User chooses the "Login With Facebook" option
3. User is redirected to a Facebook page asking them to review the permissions you are asking for and telling them to sign in. The URI will contain parameters that tell Facebook who your application is and possibly which URI they should submit their response to (or maybe you specified this as a part of your API registration process with them).
4. User decides you seem like a fun application so they'll allow you to see their email address and post to their timeline. User signs in to their Facebook account. Facebook creates an authorization code and sends it back to your application's callback URI.
5. The user waits while your application takes that authorization code and uses it to ask Facebook for the real good stuff. Facebook makes sure your application is the same one the user authorized, then POSTs back to you a unique authentication token for the user (which likely expires in 90 days) and any data you asked for up front (like email address).
5. You store the user's unique token in your database and use it, along with your application key(s), to make any subsequent requests on the user's behalf.
1. User chooses the "Login With Facebook" option
1. User is redirected to a Facebook page asking them to review the permissions you are asking for and telling them to sign in. The URI will contain parameters that tell Facebook who your application is and possibly which URI they should submit their response to (or maybe you specified this as a part of your API registration process with them).
1. User decides you seem like a fun application so they'll allow you to see their email address and post to their timeline. User signs in to their Facebook account. Facebook creates an authorization code and sends it back to your application's callback URI.
1. The user waits while your application takes that authorization code and uses it to ask Facebook for the real good stuff. Facebook makes sure your application is the same one the user authorized, then POSTs back to you a unique authentication token for the user (which likely expires in 90 days) and any data you asked for up front (like email address).
1. You store the user's unique token in your database and use it, along with your application key(s), to make any subsequent requests on the user's behalf.

See [this brief overview of OAuth 2.0](http://tutorials.jenkov.com/oauth2/overview.html) for an overview. Then check out [this more substantive explanation from tutsplus.com](https://code.tutsplus.com/articles/oauth-20-the-good-the-bad-the-ugly--net-33216).
See this brief [overview of OAuth 2.0](http://tutorials.jenkov.com/oauth2/overview.html). Then check out this [more substantive explanation of OAuth 2.0 from tutsplus.com](https://code.tutsplus.com/articles/oauth-20-the-good-the-bad-the-ugly--net-33216).

#### Implementing OAuth 2.0 in Rails -- Use OmniAuth!

This sounds horribly complicated! Someone must have made a gem for it...

Luckily someone has. Many someones, actually. There is a generic OAuth gem called `omniauth` (docs available [on GitHub](https://github.com/intridea/omniauth)) and then a separate gem which provides a specific authentication strategy for every major API (see the list [HERE](https://github.com/intridea/omniauth/wiki/List-of-Strategies)). Once you've gone through things with one of them, you'll become comfortable with all of them. It's also worth noting that if you install and use [Devise](https://github.com/heartcombo/devise) (to handle your user model, for example), it comes with support for Omniauth built in! Refer to the [documentation](https://github.com/heartcombo/devise/wiki/OmniAuth%3A-Overview) for details.
Luckily someone has. Many someones, actually. There is a generic OAuth gem called `omniauth` ([Omniauth documentation](https://github.com/intridea/omniauth)) and then a separate gem which provides a specific authentication strategy for every major API ([list of Omniauth strategies](https://github.com/intridea/omniauth/wiki/List-of-Strategies)). Once you've gone through things with one of them, you'll become comfortable with all of them. It's also worth noting that if you install and use [Devise](https://github.com/heartcombo/devise) (to handle your user model, for example), it comes with support for Omniauth built in! They have documentation on [how to integrate Devise with Omniauth](https://github.com/heartcombo/devise/wiki/OmniAuth%3A-Overview).

Using Omniauth is much easier to learn by doing than reading a bunch of bullet points. You'll have the opportunity to implement it in your final project where you can ask questions if needed.

### SDKs

In addition to or instead of API access, many companies provide SDKs (software development kits). Usually these are Javascript libraries that contain all the code necessary to access their API. This can be useful because you're then able to access the API with Javascript methods instead of doing backflips on your own backend. It comes with the downside, however, of expanding your code base and forcing you to use their conventions for everything.
In addition to or instead of API access, many companies provide SDKs (software development kits). Usually these are JavaScript libraries that contain all the code necessary to access their API. This can be useful because you're then able to access the API with JavaScript methods instead of doing backflips on your own backend. It comes with the downside, however, of expanding your code base and forcing you to use their conventions for everything.

We won't cover SDKs explicitly in this course but they should be well within reach to pick up by reading the documentation.

### Assignment

<div class="lesson-content__panel" markdown="1">
1. Watch [this Railscast on using Omniauth to allow X (formerly known as Twitter) Signin](http://railscasts.com/episodes/241-simple-omniauth-revised).
2. Read through the [Omniauth documentation](https://github.com/intridea/omniauth)
3. Pick an API that you really might like to interface with or a web product you use almost every day (e.g. Google, Facebook, Instagram...). Google for its docs, e.g. with "instagram api documentation", and have a look at them. Some docs are better than others, but they will be your source for understanding which methods you can call, what they will return, how to register your application to get an API key, and more useful tidbits.

1. Watch this Railscast on [using Omniauth to allow X (formerly known as Twitter) Signin](http://railscasts.com/episodes/241-simple-omniauth-revised).
1. Read through the [Omniauth documentation](https://github.com/intridea/omniauth)
1. Pick an API that you really might like to interface with or a web product you use almost every day (e.g. Google, Facebook, Instagram...). Google for its docs, e.g. with "instagram api documentation", and have a look at them. Some docs are better than others, but they will be your source for understanding which methods you can call, what they will return, how to register your application to get an API key, and more useful tidbits.

</div>

### Conclusion
#### Conclusion

APIs are fundamental to making rich web applications and they're also a lot of fun -- it makes your app feel a lot more "real" when you're able to let your users log in using Facebook or if you can display information from different sources across the web. If you're building a startup, it improves the user experience enough that you'll likely see an uptick in conversion rates.
APIs are fundamental to making rich web applications and they're also a lot of fun -- it makes your app feel a lot more "real" when you're able to let your users log in using Facebook or if you can display information from different sources across the web. If you're building a startup, it improves the user experience enough that you'll likely see an uptick in conversion rates.

Working with external APIs can be incredibly rewarding because you're able to leverage functionality that others have spent a lot of time perfecting but also incredibly frustrating because they're all different and you have to rely on gems which are doing things behind the scenes that you're not entirely sure of. Over time, you'll start to see a lot of similarities between APIs and the procedure for working with them will feel more and more comfortable. To help get you there, the next project will have you working with an API and your final project will have you implementing signin via API as well.

### Knowledge check
This section contains questions for you to check your understanding of this lesson. If you’re having trouble answering the questions below on your own, review the material above to find the answer.

* <a class="knowledge-check-link" href="#introduction">What's the best way to locate an API's docs?</a>
* <a class="knowledge-check-link" href="#first-steps">What is an API key?</a>
* <a class="knowledge-check-link" href="#first-steps">How do you avoid including an API's secret token in your GitHub repo (e.g. hard coding it)?</a>
* <a class="knowledge-check-link" href="#versions">Why is it important to know which API version you're using?</a>
* <a class="knowledge-check-link" href="#oauth-and-login-via-api">Why would a user prefer to sign into your site using Facebook instead of giving you a new password?</a>
* <a class="knowledge-check-link" href="#api-rates-and-security-tokens">What are the different types of "security clearance" for the different types of API requests you can make?</a>
The following questions are an opportunity to reflect on key topics in this lesson. If you can't answer a question, click on it to review the material, but keep in mind you are not expected to memorize or master this knowledge.

- [What's the best way to locate an API's docs?](#introduction)
- [What is an API key?](#first-steps)
- [How do you avoid including an API's secret token in your GitHub repo (e.g. hard coding it)?](#first-steps)
- [Why is it important to know which API version you're using?](#versions)
- [Why would a user prefer to sign into your site using Facebook instead of giving you a new password?](#oauth-and-login-via-api)
- [What are the different types of "security clearance" for the different types of API requests you can make?](#api-rates-and-security-tokens)

### Additional resources

This section contains helpful links to related content. It isn't required, so consider it supplemental.

- See [This SO Post on interfacing with third-party APIs](http://stackoverflow.com/questions/6228870/interfacing-with-a-third-party-api-in-rails-opeing-urls-and-parsing-xml-json) for tips.
- See this Stack Overflow post on [interfacing with third-party APIs](http://stackoverflow.com/questions/6228870/interfacing-with-a-third-party-api-in-rails-opeing-urls-and-parsing-xml-json) for tips.
- [RailsConf 2016 - From Zero to API Hero: Consuming APIs like a Pro by Cecy Correa](https://www.youtube.com/watch?v=Af5HDgvGuXk)
- Take a look at [this Medium article](https://revs.runtime-revolution.com/integrating-a-third-party-api-with-rails-5-134f960ddbba) over integrating a third party API with Rails 5.
- See this other [Medium Article](https://medium.com/food4fluctuations/using-an-api-in-rails-for-noobs-5e02edb0e56b) on creating a basic rails app using the OMDB API, an open source movie database.
- Take a look at this Medium article over [integrating a third party API with Rails 5](https://revs.runtime-revolution.com/integrating-a-third-party-api-with-rails-5-134f960ddbba).
- See this other Medium Article on [creating a basic Rails app using the OMDB API](https://medium.com/food4fluctuations/using-an-api-in-rails-for-noobs-5e02edb0e56b), an open source movie database.
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