Overview

Document Generation Services (DGS) Core, EZ Config Packages and Packets, and EZ Config Default Data Integration APIs use OAuth 2.0 as the authorization framework that requires client credential flow authentication. Once the application is registered, the service issues client credentials in the form of a client identifier (client ID) and a client secret. The client ID is a publicly exposed string that is used by the service API to identify the application. It is also used to build authorization URLs that are presented to users. The client secret is used to authenticate the identity of the application to the service API when the application requests access to a user's account and must be kept private between the application and the API.

To use the OAuth 2.0 client credential flow authentication, the following setup must be done in Security Administration to create a client ID, client secret certificate, and set scope(s) per account. This information is needed to obtain a valid access token from Security Administration, which is then used in the Integration API request.