Embed the data source using the iFrame

A data source can be created and edited in any application using the URL. In the data source editor, users have the ability to interact with the data source table by filtering data, adding parameters, and saving the filter values.

Steps to embed data source using URL

1. To obtain the embed URL, click on the More option icon of the desired data source from the data source listing. Then, select the Get Embed Code option from the drop-down menu.

2. The SSO options are disabled by default. To enable this option, slide the button provided in the embed dialog.

3. To copy the embed URL, click on the copy icon in the Embed Code dialog.

4. Embed the copied URL into other web applications.

5. To access the web application, run it and the login window will appear. Click on the login button and enter the correct user credentials. This will automatically load the data source design page. Alternatively, you can use single sign-on to bypass the login process.

Embed data source using external SSO authentication

Bold BI supports embedding the data source into other web applications using external Single Sign-On authentication in iframe-based embedding. The Bold BI application can be configured to support Windows Active Directory, Azure Active Directory, OAuth 2.0 and OpenID Connect authentications.

Embed using Windows AD Authentication

The Bold BI application has been configured with Windows Active Directory. Follow these steps to obtain the embed code using the Windows Active Directory SSO settings. To learn more about configuring Windows Active Directory settings, click here.

1. To access the respective data source’s context menu, click on it and select the Get Embed code option. In the Embed Code dialog box, enable the SSO feature and choose the “Windows Active Directory” option, similar to what is illustrated in the provided image.

2. To copy the embed URL, click on the copy icon located in the Embed Code dialog. Then, paste it into a web application that has been configured with the Windows Active Directory.

3. Please run the web application and sign in using the Windows Active Directory. The data source will then be automatically rendered according to the permissions granted to the Windows user.

Embed using Azure AD Authentication

The Bold BI application has been configured with Azure Active Directory. Follow these steps to obtain the embed code using the Azure Active Directory SSO settings. For more information on configuring Azure Active Directory settings, click here.

1. Click the context menu of the respective data source and choose Get Embed code option. In Embed Code dialog, enable the SSO and select Azure Active Directory option as shown in the following image.

2. Please copy the embed URL by clicking the copy icon from the Embed Code dialog and paste it into a web application that has configured the Azure Active Directory.

3. To properly access the web application, sign in using Azure Active Directory. The data source will then be automatically rendered based on the permissions granted to the Azure user.

Embed using OAuth 2.0 Authentication

The Bold BI application has been configured with OAuth 2.0 for Single Sign-On (SSO). Follow these steps to obtain the embed code with the OAuth SSO settings. Find additional information about configuring OAuth 2.0 settings here.

1. Click on the context menu of the respective data source and choose Get Embed code option. In Embed Code dialog, enable the SSO and select OAuth 2.0 option as shown in the following image.

2. To copy the embed URL, click on the copy icon in the Embed Code dialog and then paste it into a web application that has OAuth 2.0 authentication configured.

3. To use the web application, sign in with the configured OAuth provider. The data source will then be automatically rendered based on the user’s given permissions.

Embed using OpenID Connect Authentication

The Bold BI application has been configured with OpenID Connect for Single Sign-On (SSO). Follow these steps to obtain the embed code using the OpenID SSO Settings. For further information on configuring OpenID settings, please refer to the provided here.

1. Click on the context menu of the respective data source and choose Get Embed code option. In Embed Code dialog, enable the SSO and select OpenID option as shown in the following image.

2. To copy the embed URL, click on the copy icon in the Embed Code dialog and then paste it into a web application that has configured the OpenID Connect authentication.

3. To achieve this, you need to run the web application and sign in using the configured OpenID. Once signed in, the data source will be automatically rendered based on the user’s permissions.

How to embed the datasource in create mode using the URL

1. Please change the embedded URL to the one provided below in order to create a new data source connection.
   

2. Please embed the aforementioned embed URL into any web application.

3. To access the web application, run it and the login window will appear. Click on the login button and enter valid user credentials. This will automatically establish the data source connection, allowing you to utilize different connectors for connecting to the data source.