About Metrics Management portal integration and active web publishing
Metrics Management supports embedding a book, dashboard, map, section, or view in a web page using one of the two following Metrics Management modules:
Metrics Management portal integration. Metrics Management authenticates a user who accesses a Metrics Management portal object using one of Metrics Management’s single sign-on methods. Metrics Management portal integration requires a user license for each user that accesses a portal object.
Active web publishing. Active web publishing links are available at one period only. Active web publishing requires the appropriate license module.
The system specialist creates a Metrics Management portal integration or an active web publishing link that references a specific object and deploys the link, typically in a web portal frame or as a link in custom web page. Metrics Management toolbars and the navigation pane do not display in a portal or published object. Figure 8‑4 shows the Sample Book in portal mode.
Figure 8‑4 The Sample Book opened from a Metrics Management portal link
Figure 8‑5 shows active web publishing of An Overall View of Performance view.
Figure 8‑5 Active web publishing of the An Overall View of Performance view
To make a Metrics Management portal link available in a web page, the system specialist performs the following tasks:
Create a web server URL named path in the Windows Client.
Generate or manually create a Metrics Management portal link.
Deploy the Metrics Management portal link.
To make an active web publishing link available in a web page, the system specialist performs the following tasks:
Create an active web publishing user to define security on published object types.
Specify the server and database in which the active web publishing user resides.
Create a web server URL named path in the Windows Client.
Generate or manually create a Metrics Management portal link.
Deploy the Metrics Management portal link.
Creating the active web publishing user
The system specialist creates and configures the active web publishing user to define the object types available for active web publishing. The active web publishing user’s privilege settings allow or deny other users from opening content from an active web publishing link. Creating the active web publishing user requires administrator privileges.
Ensure that the active web publishing user has read-only access to the database to prevent other users from entering data or commentary. Also provide the user with the privilege to open and view published object types. For example, to enable other users to open a book from an active web publishing link, allow the active web publishing user the privilege to open and view books. Define object security settings to enable web users to view all objects opened from the active web publishing link. For example, ensure that the active web publishing user has view rights to the measures and locations in a published book.
How to create and configure an active web publishing user
1 In the Navigation Pane, choose Setup➛Users➛Create.
2 In Name, provide a name, for example, Active web publishing user.
3 Choose Setup➛Security. In Privileges, and in Type of object, select the object for which to define active web publishing privilege settings.
4 In Actions, to enable active web publishing for the selected object, beside Open as Active Web Publishing, select Allow. In the example shown in Figure 8‑6, active web publishing is allowed for books.
Figure 8‑6 Allowing the active web publishing user to publish books
5 Choose Save.
6 Log in as the active web publishing user and verify that privileges are defined correctly for the object types to publish.
Next, specify the active web publishing user for the database to apply the user’s privileges to published content.
How to set the active web publishing user for the database
1 In the Navigation Pane, choose Setup➛Configure➛Options.
2 In Database Preferences, in User for Active Web Publishing access, select the user created as the active web publishing user, as shown in Figure 8‑7.
Figure 8‑7 Setting the active web publishing user for the database
Metrics Management portal integration. Metrics Management authenticates a user who accesses a Metrics Management portal object using one of Metrics Management’s single sign-on methods. Metrics Management portal integration requires a user license for each user that accesses a portal object.
