Скачать или смотреть Understanding the Docusign API: Switching Between Live and Testing Environments Made Easy

Discover how to effortlessly switch your Docusign API configuration from live to testing environments, ensuring seamless integration and efficient testing processes.
---
This video is based on the question https://stackoverflow.com/q/68423292/ asked by the user 'Bill in Kansas City' ( https://stackoverflow.com/u/1951357/ ) and on the answer https://stackoverflow.com/a/68423875/ provided by the user 'Inbar Gazit' ( https://stackoverflow.com/u/3255871/ ) at 'Stack Overflow' website. Thanks to these great users and Stackexchange community for their contributions.

Visit these links for original content and any more details, such as alternate solutions, latest updates/developments on topic, comments, revision history etc. For example, the original title of the Question was: Docusign API: Live, then testing, back to live?

Also, Content (except music) licensed under CC BY-SA https://meta.stackexchange.com/help/l...
The original Question post is licensed under the 'CC BY-SA 4.0' ( https://creativecommons.org/licenses/... ) license, and the original Answer post is licensed under the 'CC BY-SA 4.0' ( https://creativecommons.org/licenses/... ) license.

If anything seems off to you, please feel free to write me at vlogize [AT] gmail [DOT] com.
---
Understanding the Docusign API: Switching Between Live and Testing Environments Made Easy

In today's digital age, streamlining processes while maintaining functionality is imperative. For developers using the Docusign API, the ability to switch between live and testing environments can introduce some complexities.

The Challenge: Switching Environments

You've launched your application using the Docusign API in a live setting, and now you need to test changes or updates. The big question is: Is it as simple as updating your configuration files to point to a demo environment?

Can you make changes on the fly?

Is there more involved than simply switching the URLs?

Do you even need to go through this process?

These questions highlight some common concerns among developers working with Docusign’s integration. Let's delve into the solution.

The Solution: Configuration Changes

1. Update OAuth Information

When shifting from a live environment to a testing (demo) environment, your first step is to update your OAuth settings. Here’s what you need to focus on:

Client Secret: Make sure you’re using the correct client secret for your test environment.

RSA Key: Check that the RSA key configured matches the one associated with your demo account.

User ID: This should correspond to the tester user in the demo.

Account ID: Remember that this varies; if using JWT or Auth Code Grant flows, ensure that this accurately reflects the demo credentials.

2. Consider Other Configurations

Besides the OAuth credentials, there are other configuration parameters you may need to update, including:

Template ID: If you’re using specific templates, verify that these themselves are accessible in the demo environment.

API Endpoints: Adjust your API calls to point to account-d.docusign.com instead of account.docusign.com.

3. Recognize Functional Differences

It’s crucial to understand that there can be differences in features and functionality between the developer account (demo) and production environments:

Testing Features: Developer accounts may offer features free of charge that could require a premium in production.

UAT Environments: Many organizations maintain a separate user acceptance testing (UAT) environment that remains pointed at Docusign's development accounts for ongoing validation.

Conclusion

Switching between live and testing environments in the Docusign API primarily involves configuration adjustments rather than an extensive overhaul of your application. By focusing on updating OAuth settings and being aware of potential functional differences, you can continue to develop and test efficiently.

Always remember, in the fast-paced world of development, having a structured approach can save time and enhance productivity. So embrace these best practices, and make your Docusign API experience as seamless as possible!