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CTCORE-9583-Update-README-of-platform-sdk-to-use-token-in-methods
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@ClaudineL
ClaudineL authored Oct 18, 2023
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Expand Up @@ -22,20 +22,22 @@ First, you need to instantiate the client to interact with the platform. Here is
```csharp
string apiKey = "Your API key with the required privileges";
string organizationId = "Your organization ID";
CancellationToken cancellationToken = new CancellationToken();
ICoveoPlatformConfig config = new CoveoPlatformConfig(apiKey, organizationId);
ICoveoPlatformClient client = new CoveoPlatformClient(config);
ICoveoPlatformClient client = new CoveoPlatformClient(config, cancellationToken);
```

By default, the package targets the US production environment (platform.cloud.coveo.com). If you want to target the US HIPAA environment (platformhipaa.cloud.coveo.com) you can do it this way:

```csharp
string apiKey = "Your API key with the required privileges";
string organizationId = "Your organization ID";
CancellationToken cancellationToken = new CancellationToken();
ICoveoPlatformConfig config = new CoveoPlatformConfig(Constants.Endpoint.UsEast1.HIPAA_PUSH_API_URL,
Constants.PlatformEndpoint.UsEast1.HIPAA_PLATFORM_API_URL,
apiKey,
organizationId);
ICoveoPlatformClient client = new CoveoPlatformClient(config);
ICoveoPlatformClient client = new CoveoPlatformClient(config, cancellationToken);
```

## Using the SDK to push documents to a Push source
Expand Down Expand Up @@ -64,7 +66,7 @@ IList<PushDocument> documentsToAdd = new List<PushDocument> {
secondDocumentToAdd
};

client.DocumentManager.AddOrUpdateDocuments(sourceId, documentsToAdd, null);
client.DocumentManager.AddOrUpdateDocuments(sourceId, documentsToAdd, null, cancellationToken);
```
### Pushing a single document
You should only use this method when you want to add or update a single document. Pushing several documents using this method may lead to the `429 - Too Many Requests` response from the Coveo platform and decrease the overall performance of your application.
Expand All @@ -80,7 +82,7 @@ document.AddMetadata("title", "Coveo's home page.");

PushDocumentHelper.SetContent(document, "this is Coveo's website home page.");

client.DocumentManager.AddOrUpdateDocument(sourceId, document, null);
client.DocumentManager.AddOrUpdateDocument(sourceId, document, null, cancellationToken);
```

**Good to know:**
Expand All @@ -105,7 +107,7 @@ The Push API has a hard limit of 5MB (compressed) on the document's binary data.
### Deleting a single document
```csharp
string documentId = "https://coveo.com";
client.DocumentManager.DeleteDocument(sourceId, documentId, null);
client.DocumentManager.DeleteDocument(sourceId, documentId, null, cancellationToken);
```
**Good to know:**
* Favor deleting documents in batches to save API calls and to have a better application performance.
Expand All @@ -116,7 +118,7 @@ IList<string> documentsIdstoDelete = new List<string> {
"https://coveo.com",
"https://coveo.com/a page"
};
client.DocumentManager.DeleteDocuments(sourceId, documentsIdstoDelete, null);
client.DocumentManager.DeleteDocuments(sourceId, documentsIdstoDelete, null, cancellationToken);
```

### Deleting a specific document and its children
Expand All @@ -125,14 +127,14 @@ You can delete a specific document and all of its children easily. For more info
In this example, imagine you have added a document with an ID of `http://coveo.com/parent` and another document with an ID of `http://coveo.com/parent/child`. Clearly, it this example, the second document is the child of the former. To delete the parent and child documents:
```csharp
string parentDocumentId = "http://coveo.com/parent";
client.DocumentManager.DeleteDocument(sourceId, parentDocumentId, null, true);
client.DocumentManager.DeleteDocument(sourceId, parentDocumentId, null, true, cancellationToken);
```

### Deleting documents older than a specific ordering ID
Remember the ordering ID? You can send a request to your Push API source to delete all documents that were pushed with an ordering ID less than the one you provide.
```csharp
ulong orderingId = 12345; // Every document in the source that has an ordering lower than 12345 will be deleted.
client.DocumentManager.DeleteDocumentsOlderThan(sourceId, orderingId, null);
client.DocumentManager.DeleteDocumentsOlderThan(sourceId, orderingId, null, cancellationToken);
```
**Good to know:**
* The third argument in `DeleteDocumentsOlderThan` is the processing delay. When passing `null`, it uses the default value of 15 minutes. For more information about processing delay, see [QueueDelay](https://docs.coveo.com/en/131/cloud-v2-developers/deleting-old-items-in-a-push-source).
Expand Down Expand Up @@ -160,7 +162,7 @@ IList<string> documentsToDelete = new List<string> {
"http://coveo.com/parent"
};

client.DocumentManager.AddOrUpdateDocuments(sourceId, documentsToAdd, documentsToDelete, null);
client.DocumentManager.AddOrUpdateDocuments(sourceId, documentsToAdd, documentsToDelete, null, cancellationToken);
```

## Using the SDK to push documents to the Stream API
Expand All @@ -174,18 +176,19 @@ Methods to interact with the Stream API are part of the `client.DocumentManager`
* Create the [catalog source](https://docs.coveo.com/en/3295/index-content/add-or-edit-a-catalog-source) first in the Coveo Administration Console and get an API key to provide to the `CoveoPlatformConfig`.
* To enable the use of the Stream API, create your `CoveoPlatformConfig` with the `useStreamApi` parameter set to `true` and provide it to the client:

```
```csharp
string apiKey = "Your API key with the required privileges";
string organizationId = "Your organization ID";
CancellationToken cancellationToken = new CancellationToken();
ICoveoPlatformConfig config = new CoveoPlatformConfig(Constants.Endpoint.UsEast1.PROD_PUSH_API_URL,
Constants.PlatformEndpoint.UsEast1.PROD_PLATFORM_API_URL,
apiKey,
organizationId,
true);
ICoveoPlatformClient client = new CoveoPlatformClient(config);
ICoveoPlatformClient client = new CoveoPlatformClient(config, cancellationToken);
```
You can now extract the `StreamApiDocumentServiceManager` with an explicit cast in order to use it with all the calls to the Stream API:
```
```csharp
var streamManager = (StreamApiDocumentServiceManager) client.DocumentManager;
```

Expand All @@ -210,8 +213,8 @@ Adding and deleting documents will call the base methods, but with some Stream A

> :warning: When you open and close a stream, all files that aren't indexed in the current operation will be removed from the index. Updating individual documents should be done in **update mode**, without the need to open a stream and close it afterwards.
```
streamManager.OpenDocumentStream(sourceId);
```csharp
streamManager.OpenDocumentStream(sourceId, cancellationToken);
```

This will save a `streamId` in the `StreamApiDocumentServiceManager` instance.
Expand All @@ -223,40 +226,40 @@ The following calls use the `AddOrUpdateDocuments` method that's in the `Documen
**Adding a batch of documents**

Create Push Documents from your catalog items and put them into a `List<PushDocument>`, similar to what is done when pushing a batch of documents with the Push API.
```
streamManager.AddOrUpdateDocuments(sourceId, documentsToAddOrUpdate, null);
```csharp
streamManager.AddOrUpdateDocuments(sourceId, documentsToAddOrUpdate, null, cancellationToken);
```

**Adding a single document**
```
streamManager.AddOrUpdateDocument(sourceId, pushDocument, null);
```csharp
streamManager.AddOrUpdateDocument(sourceId, pushDocument, null, cancellationToken);
```
**Good to know:**
* The Stream API has the same limits as the Push API regarding document size and number of calls. Adding several documents using `AddOrUpdateDocument` could result in a `429 - Too Many Requests` response from the Coveo platform.
* There shouldn’t be a need to manually call `GetNewChunkForStream`, as in **stream mode** each new call to `AddOrUpdateDocuments` will also call `GetNewChunkForStream` first.
* In **update mode**, the call to the `/update` endpoint is done automatically after uploading each batch.

### Deleting multiple documents
```
```csharp
IList<string> documentsIdstoDelete = new List<string> {
"https://coveo.com",
"https://coveo.com/a page"
};
streamManager.DeleteDocuments(sourceId, documentsIdsToDelete, null);
streamManager.DeleteDocuments(sourceId, documentsIdsToDelete, null, cancellationToken);
```
### Deleting a single document
```
```csharp
string documentId = "https://coveo.com";
streamManager.DeleteDocument(sourceId, documentId, null);
streamManager.DeleteDocument(sourceId, documentId, null, cancellationToken);
```
**Good to know:**
* Both of these calls actually call the `AddOrUpdateDocuments` method (if there is only one document, it will be put into a list first) and will use the **update mode**.
* If a stream is already open, it will be closed before `AddOrUpdateDocuments` is called.
* Each of these calls will be followed by a call to the `/update` endpoint.

### Closing a Stream
```
streamManager.CloseDocumentStream(sourceId);
```csharp
streamManager.CloseDocumentStream(sourceId, cancellationToken);
```

## Adding permissions to your documents
Expand All @@ -268,7 +271,7 @@ You can add permissions to documents, so only allowed users or groups can view t
1. Create an `Expanded` security provider that cascades to `Email Security Provider` and link it to your source. Here is an example using the SDK:
```csharp
string expandedProviderId = "The unique name you want";
client.SecurityProviderManager.AddOrUpdateExpandedProviderAssociatedToEmailProvider(expandedProviderId, new List<string> { sourceId }, false);
client.SecurityProviderManager.AddOrUpdateExpandedProviderAssociatedToEmailProvider(expandedProviderId, new List<string> { sourceId }, false, cancellationToken);
```
**Good to know:**
* The third argument of `AddOrUpdateExpandedProviderAssociatedToEmailProvider` determines whether the provider is case-sensitive or not. If false, `acme\jdoe` is the same as `acme\JDOE`.
Expand All @@ -287,7 +290,7 @@ PermissionIdentity group = new PermissionIdentity(@"acme\team", PermissionIdenti

document.SetSimpleAllowedAndDeniedPermissions(new List<PermissionIdentity>{ user, group }, new List<PermissionIdentity>());

client.DocumentManager.AddOrUpdateDocument(sourceId, document, null);
client.DocumentManager.AddOrUpdateDocument(sourceId, document, null, cancellationToken);

// Push the permission mapping for a user from Active Directory to email.
PermissionIdentityBody userBody = new PermissionIdentityBody(user);
Expand All @@ -298,8 +301,8 @@ PermissionIdentityBody groupBody = new PermissionIdentityBody(group);
groupBody.Mappings.Add(new PermissionIdentity("[email protected]", PermissionIdentityType.User));
groupBody.Mappings.Add(new PermissionIdentity("[email protected]", PermissionIdentityType.User));

client.PermissionManager.AddOrUpdateIdentity(expandedProviderId, null, userBody);
client.PermissionManager.AddOrUpdateIdentity(expandedProviderId, null, groupBody);
client.PermissionManager.AddOrUpdateIdentity(expandedProviderId, null, userBody, cancellationToken);
client.PermissionManager.AddOrUpdateIdentity(expandedProviderId, null, groupBody, cancellationToken);
```

### Pushing a batch of identities
Expand Down Expand Up @@ -329,13 +332,13 @@ List<PermissionIdentityBody> membersToAddOrUpdate = new List<PermissionIdentityB
};

// Push user mappings and group members in one batched operation.
client.PermissionManager.AddOrUpdateIdentities(expandedProviderId, null, mappingsMembersToAddOrUpdate.Concat(membersToAddOrUpdate).ToList());
client.PermissionManager.AddOrUpdateIdentities(expandedProviderId, null, mappingsMembersToAddOrUpdate.Concat(membersToAddOrUpdate).ToList(), cancellationToken);
```

### Disabling a single security identity
You can easily disable an identity. For more information, see [Disabling a Single Security Identity](https://docs.coveo.com/en/84/cloud-v2-developers/disabling-a-single-security-identity).
```csharp
client.PermissionManager.DeleteIdentity(expandedProviderId, new PermissionIdentity(@"acme\johndoe", PermissionIdentityType.User));
client.PermissionManager.DeleteIdentity(expandedProviderId, new PermissionIdentity(@"acme\johndoe", PermissionIdentityType.User), cancellationToken);
```

### Disabling a batch of identities
Expand All @@ -345,17 +348,17 @@ IList<PermissionIdentity> identitiesToDelete = new List<PermissionIdentity> {
new PermissionIdentity(@"acme\member2", PermissionIdentityType.User)
};

client.PermissionManager.DeleteIdentities(expandedProviderId, null, identitiesToDelete);
client.PermissionManager.DeleteIdentities(expandedProviderId, null, identitiesToDelete, cancellationToken);
```

### Disabling identities older than a specific ordering ID
Same as with documents, you can disable identities that have an ordering ID smaller than the one you provide. For more information, see [Disabling Old Security Identities](https://docs.coveo.com/en/33/cloud-v2-developers/disabling-old-security-identities).
```csharp
client.PermissionManager.AddOrUpdateIdentity(expandedProviderId, 100, new PermissionIdentityBody(new PermissionIdentity(@"acme\tobedeleted3", PermissionIdentityType.User)));
client.PermissionManager.AddOrUpdateIdentity(expandedProviderId, 200, new PermissionIdentityBody(new PermissionIdentity(@"acme\tobedeleted4", PermissionIdentityType.User)));
client.PermissionManager.AddOrUpdateIdentity(expandedProviderId, 100, new PermissionIdentityBody(new PermissionIdentity(@"acme\tobedeleted3", PermissionIdentityType.User)), cancellationToken);
client.PermissionManager.AddOrUpdateIdentity(expandedProviderId, 200, new PermissionIdentityBody(new PermissionIdentity(@"acme\tobedeleted4", PermissionIdentityType.User)), cancellationToken);

// Wait a little bit, then disable all identities with an ordering ID less than 300.
client.PermissionManager.DeleteIdentitiesOlderThan(expandedProviderId, 300);
client.PermissionManager.DeleteIdentitiesOlderThan(expandedProviderId, 300, cancellationToken);
```
**Good to know:**
* As for `DeleteDocumentsOlderThan`, there is a processing delay. However, it is not configurable for this call. For more information about processing delay, see [QueueDelay](https://docs.coveo.com/en/131/cloud-v2-developers/deleting-old-items-in-a-push-source).
Expand Down Expand Up @@ -394,7 +397,7 @@ DocumentPermissionLevel userLevel = new DocumentPermissionLevel {
verySecureDocument.Permissions.Add(adminLevel);
verySecureDocument.Permissions.Add(userLevel);

client.DocumentManager.AddOrUpdateDocument(sourceId, verySecureDocument, null);
client.DocumentManager.AddOrUpdateDocument(sourceId, verySecureDocument, null, cancellationToken);
```

Then, you can push your identities as you did before.
Expand All @@ -419,7 +422,7 @@ List<PermissionIdentityBody> mappingsMembersToAddOrUpdate = new List<PermissionI
};

// Push user mappings and group members in one batch operation.
client.PermissionManager.AddOrUpdateIdentities(expandedProviderId, null, mappingsMembersToAddOrUpdate);
client.PermissionManager.AddOrUpdateIdentities(expandedProviderId, null, mappingsMembersToAddOrUpdate, cancellationToken);
```

## Activating logging
Expand Down

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