Login SplashBI Excel Connect

 

1. Click on SplashBI Menu -> Login in Excel Sheet. It will Pop-up a Create new Connection window to setup SplashBI Instnace as shown below.

 

                 

2. Provide details in the respective text box fields.

 

               

Import : It will import configuration settings from the server.

 

1. Click on SplashBI Menu -> Login in Excel Sheet. It will Pop-up an Import Settings window to download SplashBI Excel Connect configuration settings when you connect to SplashBI for the first time.Enter the instance URL with port number and press enter as shown in below figure.

 

                 

2. Provide an Instance URL where the SplashBI is configured.Instance URL contains Host name and port number.Click on OK button to download configuration settings.After successful download of configuration settings SplashBI shows all the instances configured for SplashBI as follows.If there is no configuration file in the server it will Pop-up with a message Configuration settings not found.

 

Create : To add new instance details to the existing list.

 

Edit : To edit existing instance details to the existing list

 

Delete : To remove the existing instance,select the instance and click on delete button.

 

Export : To export all configuration settings from the computer to an XML file which can be moved to the server.This enables you to automate the configuration process throw the Import option.

 

Info : By clicking on the info button you can find SplashBI Excel Connect help file.

 

Close : To close the window click on close button.

 

Authentication : Click on dropdown to select the authentication type for the instance.

 

           

 

4.If you want to select OAuth as the authentication, then you can click on OAuth... button to upload Instance details (or) you can enter manually. Connection window can be seen as below

 

           

 

5.Provide all the fields including Client ID and Client Secret.If you want to save the details and you can click on save.If alias name already exists it will give a message to replace the existing instance details or not.

 

6.OAuth can be created by clicking on the OAuth button which pop up the open dialogue to open a configuration xml file for the instance.

 

NOTE: Instance details should be stored with unique Instance alias name.

 

7. When some instance details are stored, login window will show you with all Instance alias names in a dropdownlist in the Login window.The last Logged in Instance alias name, the user name are Popped-up automatically.You have to enter password and then connect to the server.Click on SplashBI menu --> Login window is Popped-up as below when clicked on login .

         

           

 

1) Config Button - It naviagtes to the configuration screen.

2) Cancel Button - It closes the login form.

3) Login Button - It Logins to the SplashBI Excel Connect tool if mandatory fields are given correct.If not provides the validations accordingly.

4) Reload Languages Button - It is used to get the latest Languages list from the server.

 

Configuring Captcha Login

Login to Web application ->  Adminstrator -> Settings -> Global Setting -> Enable Captcha -> Set the value to Text.

 

Now Log out & Login again to get the updated login screen along with Captcha.

 

 

Configuring SSO with SAML

 

SplashBI Excel Connect supports Single Sign-On (SSO), a process that allows users to authenticate themselves against an external Identity Provider (IdP) rather than obtaining and using a separate username and password handled by SplashBI.

                    Under the SSO setup, SplashBI can work as a Service Provider (SP) through SAML (Secure Assertion Mark-up Language) allowing you to provide Single Sign-On (SSO) services for your domain.

System/Software Requirements

 

Following is the list of the software that is required for using Splash BI’s SAML support for SSO (Single Sign-On):

Identity Provider that supports SAML 2. 0 for SSO authentication

Identity Provider that supports the import and export of XML metadata files.

SplashBI 2.5 or later supports SAML based authentication.

Username in SplashBI and Identity Provider should be the same.

Optionally a X.509 certificate file from any Certificate Authority (CA) or self- signed (.cert or .crt), and a private key file with .key extension.

 

Splash BI SSO Authentication Architecture

                 

Configuration

SpashBI needs be configured in order to use SAML for SSO. The following are the steps involved in configuring SAML in SplashBI:

Upload the public certificate and private key

Add SplashBI as a Service Provider to IdP

Upload the IdP(Identity Provider) metadata to SplashBI

Upload the public certificate and private key:

             This is an optional step; need this step in case if SplashBI to use your own private key for encryption. The SplashBI comes with one default private key which can be used for demo/production (we suggest using your own private key in production). The X509 certificate can be downloaded from the Certificate Authority provider or can use tools like keytool and openssl for creating a self-signed certificate.

Login to SplashBI with admin user

Go to Administrator -> Setting

                 

 

     3.   Click on SAML Settings

           

                             

 

      4.   Click on Upload Certificate button

           

 

      5.  Enter the inputs; need to select the .key and .cert files; and click on Upload
          Note: The .key file consists of private key and .cert is a public certificate X.509.

           

 

     6.  Once the certificate is uploaded to server we need to bounce the web server in which the SplashBI application is deployed. The Key Name                created in this step can be found in following steps while generating the Service Provider meta data.

Add a SplashBI as a Service Provider to IdP:

     7.  Login to SplashBI with admin user

     8.  Go to Administrator -> Setting

           

 

9.  Click on SAML Settings

                                         

           

 

     10.  Click on Generate Service Provider Metadata

 

           

     11.   Enter the required details as described in the following screen. Our recommendation is to enter SplashBI for Entity ID. System automatically generates the Entity base URL.

         

           

           

           

     12.  Once the meta-data is generated successfully go back to find the meta data list

     13.  From the meta-data list click on the Service Provider Entity ID  to get the meta data XML, and copy / download  the meta data XML

             

           

     14.  Meta data XML need to uploaded to IdP using the screens / approach defined by your IdP vendor

         

          Upload IdP(Identity Provider) meta data to SplashBI

           

          We need to add the IdP meta data to SplashBI describing the system about the IdP that we want to use for SAML  based SSO.

         

The following steps are involved in doing this:

1. Get the meta-data XML from the IdP vendor

2. Go to SAML  Settings as described earlier; and click on Add Identity Provider Meta data button

           

3. Copy the meta data XML provided by the IdP vendor and click Add Identity Provider

           

           

            4.  Configuration is complete.

            5.Once the user completes the configuring the SSO with SAML, the user can select SSO    during login to the Splash BI Excel Connect.

6. In the Preference tab the user can set the preference from below screen.

 

         

               

 

1.Checking the "Skip Business Applications & Groups Screen" will skip the business screen & group screen.

2.Check or un-check the "Retain Output Formats" to apply the formats to the excel ouputs at workbook level. By default it is checked.

3.Can set the auto refresh for requests screen.

4.Click the clear temp button for the temp.

5.Click the clear all instances button for the clearing the instances.

 

7. In the Logging tab the user can enable the log and view  the client log from below screen.