Creating a content connection

See Content connections for conceptual information about content connection.

To create a content connection:

  1. Select Settings > Content Connections.
  2. Click Create in the toolbar and select the type of content connection to add.
    The Content Connection Editor is displayed.
  3. 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 Dashboards Service.
    Repository

    Specify the repository that contains the project and report catalog data.

    Note: This option is not available for Dashboards Service.
    Note: See the 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.
    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 Dashboards Service.
    Report Catalog
    Specify the report catalog that contains the content to work with.
    Note: This option is not available for Dashboards Service.
  4. 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.
  5. To save the content connection, click OK. You can immediately use the new content connection in the Dashboards toolbar.