Manage client credentials for an XM Cloud organization or environment

From the Deploy app, you can create and manage the client credentials of your organization and its environments.

The credentials page.

If you want your application to access XM Cloud APIs, you must issue client credentials for your app.

Depending on what you want to access, you can create different types of clients:

When you create credentials, the Deploy app creates a client ID and a client secret for your app. The client ID and client secret are essentially equivalent to a username and password.

You can use the credentials to request a JSON Web Token for your CM instance or request a JWT for Experience Edge XM.

Create an automation client for an XM Cloud organization

If your app needs to access the XM Cloud Deploy API or the CM instance APIs of all environments in an organization, create an automation client for the XM Cloud organization.

To create an automation client for the organization:

  1. In the navigation pane of the Deploy app, click Credentials.

  2. On the Credentials page, click the Organization tab, then click Create credentials.

  3. In the Automation client dialog, in the Label field, enter a label for the client.

    Note

    You can not use the following characters in the Label and Description fields: # @ " + & >

  4. Optionally, in the Description field, enter a description for your client.

  5. Click Create.

  6. Save the client ID and client secret.

    Note

    The client secret is generated only one time and cannot be retrieved from the system or regenerated. If you lose the client secret, you must generate a new authentication client.

Create an automation client for an XM Cloud environment

If your app needs to access the CM instance APIs of a specific environment, create an automation client for an environment.

To create an automation client for an environment:

  1. In the navigation pane of the Deploy app, click Credentials.

  2. On the Credentials page, click the Environment tab, then click Create credentials > Automation client.

  3. In the Automation client dialog, in the Label field, enter a label for the automation client.

    Note

    You can not use the following characters in the Label and Description fields: # @ " + & >

  4. Optionally, in the Description field, enter a description for the automation client.

  5. In the Project drop-down menu, click or enter the project that contains the environment where you want to create an automation client.

  6. In the Environment drop-down menu, click or enter the environment that you want.

  7. Click Create.

  8. Save the client ID and client secret.

    Note

    The client secret is generated only one time and cannot be retrieved from the system or regenerated. If you lose the client secret, you must generate a new authentication client.

Create an Edge administration client for an XM Cloud environment

If your app needs to manage the Experience Edge for XM Cloud settings of an environment, create an Edge administration client.

To create an Edge administration client for an environment:

  1. In the navigation pane of the Deploy app, click Credentials.

  2. On the Credentials page, click the Environment tab, then click Create credentials > Edge administration client.

  3. In the Edge administration client dialog, in the Label field, enter a label for the Edge administration client.

    Note

    You can not use the following characters in the Label and Description fields: # @ " + & >

  4. Optionally, in the Description field, enter a description for the Edge administration client.

  5. In the Project drop-down menu, click or enter the project that contains the environment where you want to create an Edge administration client.

  6. In the Environment drop-down menu, click or enter the environment that you want.

  7. Click Create.

  8. Save the client ID and client secret.

    Note

    The client secret is generated only one time and cannot be retrieved from the system or regenerated. If you lose the client secret, you must generate a new authentication client.

Revoke a client

You can remove application access to your organization or environment by revoking its client credentials. This action deletes the client, revoking the associated access token. When you revoke a client, it cannot be restored.

To revoke a client:

  1. In the navigation pane of the Deploy app, click Credentials.

  2. On the Credentials page, click the tab that contains the client you want to revoke.

  3. Locate the client you want to revoke, click its Actions menu , then click Revoke client.

  4. In the Revoke client dialog, click Revoke.

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