Creating Birst Applications in Infor Ming.le

When setting up embedded Birst reports, you will need to first follow the steps up for setting up the Birst SAML configuration and Infor Ming.le^TM Service Provider outlined in Embedding Birst in Infor Ming.le Pages.
To integrate Birst with the Infor OS, the Birst Account needs to be integrated with the Infor IFS by providing the corresponding SAML Configuration ID.

Loading the Birst application allows a user to have direct access to the Birst dashboards in Infor Ming.le, as well as access the rest of the Birst app (Visualizer, etc.) directly from Infor Ming.le.

Note: The access a user is given to the Birst application will be governed by the rights in user has in the Birst application.

1. Log into an Infor Cloud Suite tenant with Administrator account privileges.
   
2. From your Infor Ming.le Home Page, click User Menu icon.
3. Select Admin Settings.
   
4. Click + ADD APPLICATION link.
   
   
5. Select the Infor Non-Provisioned as the Application type.
6. Select Birst from the Application Name drop-down menu and select . Note: The Display Name defaults to Birst. You can edit the display name.
   
7. Click Choose Icon button to select an Icon for your Birst Application.
   
8. The Logical ID field is populated by your application type selection. You will append to the existing string a value such as my_birst_app.
   
9. Use HTTPS is selected by default for the application type. Leave this selection.
10. Enter the URL of the Birst server that you configured in your SAML configuration (e.g. "https://stage.sde.birst.com") for the Host Name
11. Tip: To find the correct server, see URLs used either in your Birst SAML configuration (Service Provider Single Logout URL), or your Infor Ming.le service provider configuration, for SSO / SLO endpoints.
12. Feel free to leave "Port", "Context", "Default Tenant" fields empty.
13. Save the configuration. You will see a message confirming your application has been saved. If you do not see this message, the Infor Ming.le application may have timed out and you will need to start the process over.
    
14. After you click OK to verification message, The Admin Settings page opens. Click the "Custom Parameters" tab.
    
15. You will need to enter the Identity provider ID (which is the GUID portion of your Service Provider Entity ID in Birst SAML configuration as highlighted below, or the GUID portion of your Entity ID in Infor Ming.le Service Provider settings):
    
16. You will also need to provide the Birst Space ID. This is found in Classic Admin from the Admin Modify Properties page.
    
17. Enter the values and save your application settings.
18. Once again, you will receive a verification message that you settings were saved.
    
    
19. The Birst Application can now be launched using the Infor Ming.le CE app launcher.
    
20. When I select my application that I just configured, the application launches my Space default Dashboard.
    
21. Note: This embeds the entire application for the (specified space space id etc...) which makes the other modules (Admin, Designer, Visualizer) available based on your user role.
    Note: This embeds the entire application for the (specified space space id etc...) which makes the other modules (Admin, Designer, Visualizer) available based on your user role.
22. You may be interested in embedding only specific Birst reports which the following procedure will provide further details on that configuration.

Configure specific Birst Reports in Infor Ming.le

Select the New Page option from the three dot menu.

Click Add Widget

Select the Business Intelligence category and then click the (+) plus sign to add the Report widget to your home page. Note: If you want to add multiple reports to your page, click the Report widget again to another widget.

Click the (X) in upper right corner to exit from the add widget page.

Position the widget(s) on your homepage as desired, then click Save.

Click Configure Widget or the three dots in the upper right corner of the widget.

If multiple Birst applications are installed in Infor Ming.le, you will be shown a field called "Application". Choose the application displaying the Logical ID you set up when creating your Birst application.

Note: It may take ~30 min for your Birst application settings to be refreshed in your homepage. If you do not see your Logical ID displayed as an option, please allow for 30 min for the applications to synchronize, and try logging out and back in to finish your configuration.

If you run into a configuration issue, you may need to refresh your web page to see the changes you made take effect in the widget.

After a period of time, my Application is now available for selection.

Enter the path for your report in "Report" (e.g. "shared/My Report Name") Note: Using the Infor Ming.le application does not require SSO lile parameters such as Ceridian%20Reports for the report name "Ceridian Report". In the example above, we are looking for the report in our shared directory called "ASG Software".

The report(s) embedded into an Infor Ming.le page are interactive. I can drill into on report without impacting the other report on the page. The report on top was drilled for Tablet revenue in 07/2015. The second report has not been changed.

I can drill down on the second report without impacting the first reports drill down behavior.