Embedding Birst in Infor Ming.le Pages

The overall process for embedding reports using either of the following techniques requires that you set up the Birst SAML configuration and set up Birst as an Infor Ming.le^TM Service Provider which is detailed in the Embedding Configuration section.

You can also review the Infor Ming.le and Birst SAML configuration video for a quick recap of this procedure.

You may also want to review the Integrating Birst with SAML topic before proceeding with this procedure.

After the configuration in Birst and Infor Ming.le is setup, you will have the option to embed reports on an Infor Ming.le page using either of the following techniques:

Prerequisites:

Birst

To configure Birst SAML, you must be a Birst Account Administrator. Important: Your users will also need to be members of the same Birst Account where you configure SAML.
Users must be provisioned in Birst, and given Visualizer and/or Designer access privileges in order for them to view reports in Infor Ming.le. Similarly, they will need access to the Birst Dashboard feature if you embedding an entire dashboard.

Infor Ming.le

To configure Service providers in Infor Ming.le, the Infor Ming.le user must have the IFSApplicationAdmin role.
To have access to an Infor homepage, the user has to belong to the HOMEPAGES-User role.

Embedding Birst Configuration

The following procedure provides a step-by-step guide for how to configure Birst for embedding content such as Dashboards or Visualizer reports onto an Infor Ming.le web page.

Establish the SSO handshake between Infor Ming.le and Birst, as outlined below. It will be done in 3 steps:

Set up a dummy service provider in Infor Ming.le to get configuration information needed to configure Birst SAML
Set up the Birst SAML Configuration, and get the information needed to configure Birst as an Infor Ming.le Service Provider.
With the Birst Entity ID retrieved from the Birst SAML configuration, set up the authentic service provider that Infor Ming.le will use based on the information provided during the Birst SAML Configuration.

Set up a Dummy Birst Service Provider in Infor Ming.le

Tip: After you create your actual Birst Service Provider, you will be able to come back and delete this dummy Birst Service Provider. For now, we need this Birst Dummy Service Provider to generate the ServiceProviderSAMLMetadata_Tenant_m_d_yyyy.xml file which will be used for the SAML configuration.

Log into an Infor Cloud Suite tenant with Administrator account privileges.

Select User Management from the User Menu.

From the left corner click on the Security Administration drop down and select Service Provider.

Click the + Add icon to create a new (dummy) Service Provider in Infor Ming.le. This will generate the XML file information we will need to input into the Birst SAML configuration page to generate an entity id for the actual Birst Service Provider.

Select BIRST as the Application type from the drop down box.

Provide a Display Name for your blank Birst Service Provider

Enter a generic URL in Entity ID such as "https://www.birst.com/". You will need to return to this field when you have the Birst SAML Entity ID.

Change the value of SSO Endpoint drop down from HTTP Post to HTTP URL Redirect.

Enter a generic URL for the SSO (Single Sign On) endpoint and SLO (Single Sign Logout) Endpoint. "https://www.birst.com/"

Upload the "Birst Trusted Developer" Certificate. You can download this certificate from the Birst SAML Signing Certificate site.

Save the dummy Service Provider.

Find the newly saved dummy Birst Service Provider on the Service Provider page.

Click the View button to gain access to the Birst Service Provider XML file

Select the Export SAML Metadata option to save the XML file to a location you can retrieve later for the SAML Configuration.

Set up the Birst SAML Configuration

The following procedure shows you how to configure the Birst SAML configuration to generate the entity id that you will need for your Infor Ming.le Service Provider setup.

From the Account Home page, click "Account Settings" to open the "SAML Configuration" page.

Click the plus icon (+) to add a new configuration, provide a name for the new configuration and click the green check field to save.

Find and copy the "entityID" field in the earlier generated dummy Birst Service Provider XML file.

Paste the URL there into the "Identity Provider Issuer" field.

Find the <X509Certificate> section in the .xml file and copy the certificate into the "Certificate" field in the Birst SAML configuration page. Tip: (copy everything in between the <X509Certificate> and </X509Certificate> delimiters)

Check the SP-Initiated checkbox.

Find the <SingleLogoutService> for the HTTP-Redirect method in the .xml file, and copy the URL given in the "Location" service into the "Identity Provider Single Logout URL" field in Birst

Find the <SingleSignOnService> for the HTTP-Redirect method in the .xml file, and copy the URL given in the "Location" service into the "Identity Provider Single Sing-On URL" field in Birst.

The unique Service Provider Entity ID that we require to register Birst in the Infor Ming.le Service Provider configuration is generated upon saving the Birst SAML configuration file. Copy this unique Service Provider Entity ID value (Highlighted in yellow). Also provided are the Birst SSO and SLO endpoint values which will also be entered in the Infor Ming.le Service Provider configuration file. Note: The birst.idpid will be used later when we are ready to embed an actual Birst Visualizer report.

Remember to enable the new SAML configuration by toggling the slider next to the SAML configuration you just created.

Create the Birst Service Provider in Infor Ming.le

Now that we have generated our Birst Provider ID (birst,idpid) from the Birst SAML configuration, we are going to create the authenticate Infor Ming.le service provider which will allow us to embed Birst on Infor Ming.le.

From the Birst Service Provider page, create a new Service Provider configuration.
Repeat the steps for creating a Birst Service Provider, (i.e., Select Birst as the Application Type, Provide a Display Name)
Paste the copied Birst Entity ID that was generated from the Birst SAML configuration in the Entity ID field.
Provide the SSO Endpoint and SLO Endpoint values from the Birst SAML Configuration file. Note: SSO and SLO Endpoints should be changed to HTTP URL Redirect.
Tip: It's a good idea to copy and past that information to notepad. Infor Ming.le requires that you insert the port number which by default is 443 for https.
Upload the same Birst Trusted Developer certificate you used earlier when you created the dummy Service Provider.
Your Birst Service Provider configuration should look similar to the following example:
Now that you Birst SAML is configured for Infor Ming.le and Infor Ming.le has Birstset up as a Service Provider, we can move onto embedding Birst onto an Infor Ming.le page. There are two methods that can achieve this result.
For more details, see Embed Visualizer Reports in Infor Ming.le using a Web Page Widget and Embed Birst Reports using an Infor Ming.le Application.

Infor Integration

Birst Visualizer reports embedded on an Infor Ming.le page can now drill back to another Infor Ming.le app page.

Infor Ming.le users can now drill back to other Infor Ming.le applications from a Birst report. This is configured by setting up report level drill paths in Visualizer reports. For more information, please refer to the Infor Ming.le help resources.

Troubleshooting Birst Embedded Content in Infor Ming.le

If you see the following error message: "We're sorry, an error has occurred. Please try again."

You should check the following:

Verify the Correct hostname, IDP, Space ID has been entered for the Birst application in Infor Ming.le
Correct SAML SSO URL is provided in Infor Ming.le's Identity Provider settings
Your user has access to the Birst space in which the content was created
Verify your user has access to the Birst features that the Birst Content was created with (i.e. Visualizer, Designer and/or Dashboards)
Verify your user is a member of the Birst Account where the Birst SAML configuration was set up
Verify the username in Infor Ming.le is identical to the username in Birst