Overview
Microsoft SharePoint is the central portal for many organizations, and therefore an excellent location to
allow its users to view their dashboards. Many organizations choose to segment their portals by
functional area, which allows for iDashboards and SharePoint architects to strategically position
dashboards as content within the site collections based on a user’s role and function. The iDashboards
Public Access User account, in conjunction with a SharePoint Web Part, enables this functionality.
iDashboards Public Access User Account
The Public Access User account requires an iDashboards Public Access license. Since a Public Access
the license allows multiple simultaneous connections to IDashboards via the same Public Access User
account, iDashboards can be embedded into multiple SharePoint pages using this account through which
many users can gain access to dashboards and charts concurrently. The Public Access license allows for
only a single set of access permissions to dashboards and charts, therefore all users who utilize the
Public Access User accounts will have access to the same set of dashboards and charts.
The Public Access User account removes the requirement for users to enter a username and password, so
as soon as they open a SharePoint page with iDashboards embedded in it the dashboard or chart will be
opened automatically.
To set up a SharePoint Web Part to utilize a Public Access User account, you simply need to include in the
Web Part an iDashboards URL with the Public Access User Account and ID of the dashboard or chart that
you wish to display. The URL should be in the following format:
Embedding a Dashboard:
http://www.yourcompany.com/idashboards/viewer?guestuser=myguestuser&dashID=1200
Embedding a Chart: http://www.yourcompany.com/idashboards/viewer?guestuser=myguestuser&chartID=1200
(See the iDashboards Administrator Manual for further information on Public Access (Guest) User accounts and Embedded Viewer Mode)
Configure the SharePoint Web Part
To insert iDashboards dashboards and/or charts into a SharePoint page, use a “Page Viewer Web Part”.
The Web Part is essentially an independent web browser within the SharePoint page, or an “iFrame”.
To create the Page Viewer Web Part, edit the SharePoint page iDashboards is to be embedded in to.
Add a new Web Part Page, ensure that “Embed”.
You will need to add an iframe to allow for the embed.
<iframe style="height=100%; width=100%" src="https://myserver.net/idashboards/viewer/?guestuser=guest&dashID=1&c=0" ></iframe> |
You might need to add the domain to a white list. If you need help with this please reference the Microsoft Documentation.
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