Creating Birst applications in Infor OS Portal

When setting up embedded Birst reports, follow the steps up for setting up the Birst SAML configuration and Infor OS Portal Service Provider that is outlined in Embedding Birst in Infor OS Portal Workspaces. To integrate Birst with Infor OS, the Birst Account must be integrated with Infor IFS by providing the corresponding SAML Configuration ID.

The Birst application gives you direct access to the Birst dashboards in Infor OS Portal, and access the rest of the Birst app, such as Visualizer, directly from Infor OS Portal.

Note: The access to the Birst application is governed by the rights that a user has in the Birst application.
  1. Sign in to an Infor CloudSuite tenant with administrator account privileges.
  2. Click the OS Application from the Application Menu at the top left and click Portal.
  3. Click + ADD APPLICATION.
  4. Specify this information:
    Application Type
    Select Infor Non-Provisioned.
    Application Name
    Select Birst.
    Display Name
    The default value is Birst.
  5. Click CHOOSE ICON and select an icon for your Birst application.
    Logical ID
    This field is filled based on your application type selection. Append to the existing string a value such as my_birst_app.
    Use HTTPS
    This field is filled based on the application typel
    Host Name
    Specify the URL of the Birst server that is configured in SAML configuration. For example, https://stage.sde.birst.com.
    Note: To find the correct server, see URLs used in your Birst SAML configuration (Service Provider Single Logout URL), or your Infor OS Portal service provider configuration, for SSO / SLO endpoints.
  6. These fields can be blank: Port, Context, Default Tenant.
  7. Save the configuration.

    A message is displayed confirming that your application is saved. If you do not see this message, the application may have timed out. If that occurs, you must restart the process.

  8. Click OK. The Admin Settings page is displayed.
  9. Select the Custom Parameters tab.
  10. Specify 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 the Service Provider settings):
    Note: You must provide the Birst Space ID.
  11. Complete the field values and save your application settings.
  12. Launch the Birst Application from the Infor OS Portal CE app launcher.
  13. When you select the application that you configured, the default dashboard for your space is displayed.
    Note: This embeds the entire application for the specified space, for example space ID that makes the other modules, such as Admin, Designer, Visualizer, available based on your user role.