Complete the initial settings

Define connections to external databases to look up user properties including name, role, and filtering.

  1. In Admin Console, on the Documents Tree, right-click Connections and click New Connection.
  2. Enter a name for the new connection and click OK.
  3. Enter the information for the connection.
  4. Navigate to Admin Console and select Authentication.
  5. In the Authentication Method window, in the User properties are obtained from the environment section, click HTTP Request.
  6. Select the User Mapping tab and specify a way to obtain the User Identifier. The User Identifier should be unique and constant for each user across different sessions. This identifier is used to detect ownership of Views, alerts, and so on.
    Important Within HTTP requests, you must always include a User Identifier parameter. Additional parameters are optional.
    Possible options include:
    • Use User Name to use the Insight User name as the User Identifier.

    • Use Session property to pass the Identifier as an HTTP parameter. In this case you need to list parameter values.

    • Use Database query to retrieve User Identifier from the database. You may pass the session parameter as part of the query.

    Note

    The session parameter name is case-sensitive. Ensure you use the correct parameter name in the SQL statement.

    Within SQL statements, each URL parameter should be placed within angle brackets <> for numeric values, and within single quotation marks and angle brackets ('< and >') for strings. For example, if the UserID parameter is numeric, you may specify it as <UserID>, if it is string, such as the Active Directory Identity parameter, use single quotation marks as '<Identity>'.

    Example

    Select Identifier from Users where Staff_ID =< UserID>

    Where:

    Staff_ID and Identifier are fields from the User table.

    UserID is a URL parameter.

  7. Select the User Name tab. (Optional)
    Select from the available options.
    • Deny authentication for users with undefined name

    • Use Email.

    • Session property. Example: UserName.

      Through a parameter within an HTTP request (Session property) where UserName is a variable to be passed in the HTTP header.

    • Database query. Enter the Source and the query. For example, select FullName from Users where Staff_ID=<UserID>

  8. Select the Email tab. (Optional)
    • Session property. Through the URL parameter such as UserEmail.

    • Database query. Enter the Source and the query. For example, select Email from Users where Staff_ID=<UserID>.

  9. On the toolbar, click Save.