Creating a content connection
See Content connections for conceptual information about content connection.
To create a content connection:
- Select Settings > Content Connections.
-
Click
Create in the toolbar and
select the type of content connection to add.
The Content Connection Editor is displayed.
-
Specify this information:
- Name
- Specify the name of the content connection. When you have created the content connection, the name is shown in the Dashboards toolbar.
- Unique Name
- Specify the unique name of the content connection. This name identifies a content connection.
- Description
- Specify a description of the content connection.
- Connection mode
- Select if the content connection is established automatically after the user has signed in so there is no delay for establishing connection after the content connection button is clicked.
- Base URL
- Specify the URL of the
Application Studio WebServices
server.
Note: This option is not available for the Dashboard service.
- Repository
-
Specify the repository that contains the project and report catalog data.
Note: This option is not available for the Dashboard service.Note: See the Infor BI Repository online help for detailed information on how to configure dashboard catalogs, dashboard settings, and dashboard permissions and roles. - Authentication
-
Select the authentication system of the user, that is used to sign in to the repository. The user must be defined in the Repository User Management. Infor BI supports a number of authentication systems but not all systems are supported by all Infor BI products. For Infor BI Dashboards and Infor BI Dashboards you can select one of these authentication systems:
- Existing
Connection: Uses the same certificate that users receive when they sign in
to
Dashboards
as to connect to the report catalog. We recommend that you use this
authentication within a repository and if the user management is linked between
remote repository and
Dashboards
providing repository.
Note: If you use the Existing Connection option and you use the Basic authentication to access Dashboards, the source system of the content connection and Dashboard authentication must share the user management of the same repository.
- Windows: Uses the Windows computer user to log on to the report catalog.
- IFS: Uses the IFS computer user to log on to the report catalog.
- Basic: Uses a user account from the Basic authentication system.
- Existing
Connection: Uses the same certificate that users receive when they sign in
to
Dashboards
as to connect to the report catalog. We recommend that you use this
authentication within a repository and if the user management is linked between
remote repository and
Dashboards
providing repository.
- User
- Specify the sign-in data of the user account.
- Password
- Specify the user password.
- Project
- Specify the project that contains the report catalog to
access.
Note: This option is not available for the Dashboard service.
- Report Catalog
- Specify the report catalog that contains the content to work
with.
Note: This option is not available for the Dashboard service.
- To ensure that your content connection is correctly configured, click Test before you save the content connection. If a connection is not possible, a message is shown that indicates the reason why the connection cannot be established.
- To save the content connection, click OK. You can immediately use the new content connection in the Dashboards toolbar.