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Configuration

The configuration is to be used together with backend, admin and mobile solution to take advantage of multi-tenants setup. The configuration can be set up either manually or using Config creation in admin.

Getting Started​

This guide will walk you through the complete setup process for using the IDPass Data Collect system with configuration management.

Prerequisites​

Before starting, ensure you have:

  • Backend service running
  • Admin interface accessible
  • Mobile app installed or your own application ready
  • Network connectivity between all components

Step 1: Start Required Services​

Start Backend Service​

# Navigate to your backend directory
cd packages/backend

# Start the backend service
npm start

The backend service should be running on the configured port (typically http://localhost:3000 or similar).

Start Admin Interface​

# Navigate to your admin directory
cd packages/admin

# Start the admin interface
npm start

The admin interface should be accessible at http://localhost:5173 or your configured URL.

Step 2: Import or Create Sample Configuration​

Option A: Create Configuration via Admin Interface​

  1. Open your admin interface in a web browser
  2. Navigate to Create Config
  3. Fill in the required fields
  4. Save the configuration

Option B: Import Existing Configuration File​

  1. In the admin interface, go to Home
  2. Click "Upload JSON Config File"
  3. Select your configuration file (JSON format)
  4. Confirm the import

Sample Configuration File​

{
  "id": "sample",
  "name": "sample",
  "description": "Sample config",
  "version": "1",
  "entityForms": [
    {
      "name": "household",
      "title": "Household",
      "dependsOn": "",
      "formio": {
        "components": [
          {
            "label": "Name",
            "applyMaskOn": "change",
            "tableView": true,
            "validateWhenHidden": false,
            "key": "name",
            "type": "textfield",
            "input": true
          },
          {
            "type": "button",
            "label": "Submit",
            "key": "submit",
            "disableOnInvalid": true,
            "input": true,
            "tableView": false
          }
        ]
      }
    }
  ],
  "externalSync": {
    "type": "mock-sync-server",
    "url": "http://localhost:4000",
    "auth": "",
    "extraFields": {}
  },
  "authConfigs": [
    {
      "type": "auth0",
      "fields": {
        "domain": "your-domain.auth0.com",
        "clientId": "your-client-id",
        "audience": "your-api-audience",
        "scope": "openid profile email"
      }
    },
    {
      "type": "keycloak",
      "fields": {
        "url": "https://your-keycloak-server.com",
        "realm": "your-realm",
        "clientId": "your-client-id",
        "scope": "openid profile email"
      }
    }
  ],
  "syncServerUrl": "localhost:3000"
}

Step 3: Get Configuration via Mobile App​

(You can use mobile package to run a browser app)

Using the Mobile App​

  1. Open the IDPass Data Collect mobile app
  2. Navigate to the Configuration section
  3. Use the QR code scanner or manual entry to get your configuration:
    • QR Code: Scan the QR code displayed in the admin interface
    • Manual Entry: Enter the configuration ID or URL manually
  4. The app will download and validate the configuration

Using Your Own Application​

If you're using your own application, implement the configuration retrieval:

// Example: Retrieve configuration from backend
const response = await fetch(`${serverUrl}/${configId}.json`);
const config = await response.json();

// Initialize your app with the configuration
await initializeDataCollect(config);

Step 4: Initialize DataCollect with Configuration​

Initialize the DataCollect Library​

import { 
  EntityDataManager,
  EntityStoreImpl,
  EventStoreImpl,
  EventApplierService,
  IndexedDbEntityStorageAdapter,
  IndexedDbEventStorageAdapter,
  IndexedDbAuthStorageAdapter,
  ExternalSyncManager,
  InternalSyncManager,
  AuthManager
} from '@idpass/datacollect';

// Initialize with your imported configuration
const initializeDataCollect = async (config) => {
  // Create storage adapters
  const eventStorageAdapter = new IndexedDbEventStorageAdapter('my-data-collect-events');
  const entityStorageAdapter = new IndexedDbEntityStorageAdapter('my-data-collect-entities');
  const authStorageAdapter = new IndexedDbAuthStorageAdapter('my-data-collect-auth');
  
  // Initialize stores
  const eventStore = new EventStoreImpl(eventStorageAdapter);
  await eventStore.initialize();
  
  const entityStore = new EntityStoreImpl(entityStorageAdapter);
  await entityStore.initialize();
  
  // Initialize auth storage
  await authStorageAdapter.initialize();
  
  // Create event applier service
  const eventApplierService = new EventApplierService(eventStore, entityStore);

  // Create internal sync manager
  const internalSyncManager = new InternalSyncManager(
    eventStore, 
    entityStore, 
    eventApplierService, 
    config.syncServerUrl, 
    authStorageAdapter
  );
  
  // Create external sync manager (optional)
  const externalSyncManager = config.externalSync ? new ExternalSyncManager(
    eventStore, 
    eventApplierService, 
    config.externalSync
  ) : null;
  
  // Create authentication manager
  const authManager = new AuthManager(
    config.authConfigs || [], // Authentication provider configurations
    config.syncServerUrl,
    authStorageAdapter
  );
  
  // Create the main data manager
  const dataCollect = new EntityDataManager(
    eventStore,
    entityStore,
    eventApplierService,
    externalSyncManager,
    internalSyncManager,
    authManager
  );
  
  return dataCollect;
};

// Initialize the system
const dataCollect = await initializeDataCollect(importedConfig);

Step 5: Collect Data​

Create New Records​

// Create a new individual record
const formData = {
  guid: "form-id",
  entityGuid: "form-id", 
  type: "create-individual",
  data: { 
    name: "John Doe",
    dateOfBirth: "1990-01-01",
    // Add other fields as needed
  },
  timestamp: new Date().toISOString(),
  userId: "user-id",
  syncLevel: 0 // SyncLevel.LOCAL
};

const individual = await dataCollect.submitForm(formData);
console.log('Created individual:', individual);

View Collected Data​

// Get all collected data
const allData = await dataCollect.getAllEntities();
console.log('All collected data:', allData);

// Get a specific entity by GUID
const entity = await dataCollect.getEntity("entity-guid");
console.log('Specific entity:', entity);

// Search for specific records
const searchResults = await dataCollect.searchEntities([
  { name: "John Doe" }
]);
console.log('Search results:', searchResults);

Step 6: Authenticate Users​

Initialize Authentication Manager​

// Initialize the authentication manager (done during setup)
await dataCollect.initializeAuthManager();

Login with Different Authentication Methods​

// Login with username/password (for backend authentication)
await dataCollect.login({
  username: "admin@hdm.example",
  password: "admin1@"
});

// Login with token (for external auth providers like Auth0/Keycloak)
await dataCollect.login({
  token: "your-jwt-token"
}, "auth0"); // or "keycloak"

// Check authentication status
const isAuthenticated = await dataCollect.isAuthenticated();
console.log('User authenticated:', isAuthenticated);

Handle Authentication Callbacks​

// Handle OAuth callbacks (for Auth0, Keycloak, etc.)
await dataCollect.handleCallback("auth0");

Logout​

// Logout user and clear authentication tokens
await dataCollect.logout();

// Verify logout
const isAuthenticated = await dataCollect.isAuthenticated();
console.log('User authenticated after logout:', isAuthenticated); // Should be false

Step 7: Sync to Server Using Backend User​

Authenticate with Backend​

// Login with backend credentials
await dataCollect.login({
  username: "admin@hdm.example", 
  password: "admin1@"
});

Step 8: Verify Synced Data in Admin​

Check Admin Interface​

  1. Open your admin interface
  2. Navigate to Home
  3. Check Apps card the following:
    • Entities: Verify the number of records matches your collection

User another client instance to get synced data​

await anotherManager.login("admin@hdm.example", "admin1@");
await manager.syncWithSyncServer();

Troubleshooting​

Common Issues​

  1. Configuration Not Found

    • Verify the configuration ID is correct
    • Check that the configuration exists in the admin interface
    • Ensure network connectivity to the backend

  2. Authentication Failures

    • Verify username and password are correct
    • Check that the user has proper permissions
    • Ensure the authentication endpoint is accessible

  3. Sync Failures

    • Check network connectivity
    • Verify the backend service is running
    • Review sync logs for specific error messages
    • Ensure data schema matches between client and server

  4. Data Not Appearing in Admin

    • Verify sync completed successfully
    • Check that the correct user account is being used
    • Review admin permissions and data visibility settings

Getting Help​

If you encounter issues not covered in this guide:

Next Steps​