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exportRoles

Category

Metadata retrieval

Description

Returns metadata for the complete list of all roles in the instance.

Permissions Required To Invoke

None (must be valid credentials for the instance)

Parameters Required On Request

Credentials

This method's request contains only a credentials tag to identify and authorize the calling user. Once verified, the method returns an XML document describing the complete set of all roles of Adaptive found in the user's instance.

Request Format

<?xml version='1.0' encoding='UTF-8'?>
<call method="exportRoles" callerName="a string that identifies your client application">
 <credentials login="sampleuser@company.com" password="my_pwd"/>
</call>

credentials element

Tag Name

credentials

Description

All API calls must contain a single credentials element to identify the user invoking the API. The API call is then performed as this user (any audit trail or his- tory of actions in the system will show that this user performed the action), and therefore the user must have the required permissions to perform the action in order for the API call to succeed.

Attributes of the Element

Attribute Name

Required?

Value

Example

login

Y

The login name of the user invoking the API method. This user must have a role containing the permissions required for the method being invoked.

sampleuser@company.com

password

Y

The password of the user invoking the API method.

my_password

locale

N

Specify the locale to be used to interpret incoming numbers and dates, and to format outgoing numbers and dates (using the proper thousands separator, month names, and date formatting). The locale is also used to specify the language in which any system messages in the response should appear. If not specified, en_US (American English) is used.

fr_FR

instanceCode

N

If the user specified in the credentials has access to more than one instance of Adaptive Planning, this attribute can be used to specify that the user is intending to access an instance other than their default instance. If not specified, the user's default instance will be used. To determine the available instance codes, use the exportInstances API.

MYINSTANCE1

Contents of the Element

(none)

Response Format

<?xml version='1.0' encoding='UTF-8'?>
<response success="true">
 <output>
   <roles>
     <role id="1" name="Standard" permissions="SHT,RPT,SCOREBOARD"/>
     <role id="2" name="Administrative" permissions="SHT,RPT,SCOREBOARD,SAL,MOD,IMP,EXP"/>
   </roles>
 </output>
</response>

Roles and permissions are ordered by name.

response element

Tag Name

response

Attributes of the Element

Attribute Name

Required?

Value

Example

success

Y

Either true or false, indicating whether the API call was successful or not. Even successful calls may contain warning messages in their response.

true

obsolete

N

If present on the response tag and set to true, this attribute indicates that the version of the method or API which is being invoked has become obsolete and is officially deprecated by Adaptive Planning. While it continues to function at this time, it may cease functioning in a short while. Typically, this attribute is not present.

false

Contents of the Element

A single optional messages element, and exactly one required output element.

 

output element

Tag Name

output

Attributes of the Element

(none)

Contents of the Element

A single accounts element. This output wrapper is standard on all API responses and encloses the valid output of any successful API call.

 

roles element

Tag Name

roles

Description

Container for one or more role elements.

Attributes of the Element

(none)

Contents of the Element

One or more role elements.

 

role element

Tag Name

role

Description

Describes a single role available in the instance.

Attributes of the Element

Attribute Name

Required?

Value

Example

id

Y

The internal system ID number for the role. This is used to identify the role assigned to a user in the exportUsers API call.

1

name

Y

The name of the role, as seen in Role Administration.

Standard

permissions

Y

A comma-separated list of codes for permissions assigned to this role. The codes are internal abbrevi- ations such as "SHT" for Sheet Access and "RPT" for Report Access.

SHT,RPT,SCOREBOARD

Contents of the Element

(none)

 

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