I am working on web application for visualization and learning feasibility of using JSAPI in application to pull in reports from tableau.
My understanding on topic is limited from online reads of dev doc and demo.
- Author creates reports, dashboards, workbooks on tableau desktop/server and publishes it on tableau server.
- Tableau server will require a license for author personnel account.
- Web application can use JSAPI to access those reports, workbooks or dashboards.
Is my understanding correct?
Does does every user of web application needs separate credentials to view reports on app?
You can use a single account for accessing reports in your web application as long as you do not want to have some specific reports for particular users.
Related
We use Alteryx(an ETL tool). The files are called "workflows". The workflows can connect to google sheets. The software uses google identity to "log in" to google sheets just like any other website that you can "use google" to log in.
There are 2 ways for the software to be run:
From a user's desktop WITHIN a local copy of the Alteryx software itself
Uploading a workflow from your local desktop to the "gallery"(server). The workflows are then run from front-end web interface.
The gallery is a front-end web interface that sits on a Windows Server 2016 box.
The issue I'm running into is that even though all the token info is stored inside the workflow, they CANNOT be run from the gallery web interface because the users cannot go through the google log in process because they cannot log into the server as if it was a normal desktop(I can since I'm an admin on the Windows Server box).
So, my question: Is there a way to "copy" whatever google identity information is created on a user's local PC that allowed them to connect to google sheets, email it to me, so I can then add it to the server that houses the Alteryx Gallery?
Thanks,
Craig
how to integrate PowerBI reports from local system and use them in the asp.net MVC? i'm trying to integrate powerBI report in my project which is published on powerBI report server in my system (not online powerBI). while googling i'm not able to find what i needed, most of them recommends to publish the report to cloud and embed them.
To embed a report from Power BI Report Server, add an iframe in your app, with source the URL of the report, and added the following query string parameter ?rs:embed=true. For example:
https://myserver/reports/powerbi/Sales?rs:embed=true
If your app will be used inside your network, this is enough. But if you want to use it by users over internet (users, which are not in your network), then you will need to expose the Power BI Report Server's reports portal to the world too.
For more information see:
Embed a Power BI Report Server report using an iFrame in SharePoint Server
Embedding Power BI Reports with Power BI Report Server
Planning for Extranet or Internet Deployment (PBIRS is in fact SSRS).
Our users authenticate to Acumatica using OAuth2-based SSO with Google as the identity provider. They do not have passwords to access the system (we generate very long, strong passwords which are discarded as soon as SSO is set up).
I don't want to go into all the reasons why SSO is important to us. It's critical, and I'll leave it at that. SSO was a policy and business requirement for us to select Acumatica.
The Report Designer doesn't seem to support OAuth2.
Is there a way we can give users the ability to download the RPX files via the browser, edit them outside the browser, and then upload the changes via the browser, using only SSO credentials?
Also, where can I get the source code to Report Designer? I'd love to see if I can add OAuth2 support myself.
There are 2 types of report in Acumatica:
Standard Reports
Analytical Reports
The links above describe how you can customize these reports using Acumatica Cloud ERP.
You can notice that standard reports have the following limited customization possibility using Cloud ERP:
You can adjust the report settings to meet your specific informational
needs. For example, you can specify sorting and filtering options and
select the data by using report-specific settings—such as financial
period, ledger, and account. You can configure additional processing
settings for each report.
Analytical reports have more customization possibilities through Cloud ERP:
The Analytical Report Manager is a web-based tool for creating and
modifying analytical reports. Users can design and run custom
analytical reports using advanced data selection criteria, data
calculation rules, and customizable report layout design features. By
using the Analytical Report Manager, you can: Create the layout and
structure of reports based on your business requirements. Define data
selection criteria for the report with a high level of granularity.
For example, data sources can include a range of accounts,
subaccounts, and financial periods. Use advanced formulas to calculate
values based on the information extracted from the data source. Create
consolidated reports based on the data from multiple data sources or
other analytical reports. Localize data used by a report if
multilingual support of user input is enabled.
Acumatica marketing material shouldn't refer to the standard report editor (Windows Form Desktop Application) as part of the Cloud ERP product. The reason for this is quite simple, a Windows Desktop application is not a cloud product, it can't be accessed with a browser and is not supported on unix/apple OS.
Analytical reports designer support SSO OAuth since the designer is running on the Cloud ERP product.
Standard reports designer doesn't support OAuth. You could fill a feature request for it though. Our marketing material should not refer to standard report customization as part of the Cloud ERP product because the designer requirements are different.
We strive to make every feature available on Cloud ERP platform. At the moment these are the features not available on Cloud ERP to my knowledge:
Standard Report Editor
DeviceHub, this is a Windows program that acts like a device
spooler so you can access windows desktop hardware like printer
and scales from the Cloud ERP.
Login page customization, this can't be achieved through
Customization Project Editor, you have to change files manually on
the server.
From now on, I'll focus on the Standard Report Designer, the Windows Desktop Application.
The designer uses the Web Service API to communicate with Acumatica Database.
Besides loading and saving RPX files the report designer also uses the Web Service API for features in 'File->Build Schema' dialog like 'Load Schema'. If your user are not using the 'Build Schema' features then having only the RPX file locally should be enough to allow them to modify the report using the designer.
Code for loading and saving RPX files is located in PX.Reports.Design.ReportUtils class which is part of PX.Reports.Design.dll assembly. It's using the SOAP API which to my knowledge is not the preferred API to use OAuth, the REST Contract API is recommended for OAuth enabled Web Services. Refactoring the PX.Reports.Design.dll assembly to use REST Contract API instead of SOAP API isn't trivial.
That said I believe it's possible to load and save RPX files using the Rest API and you could write a wrapper for the report designer to handle that task as long as you forgo 'Build Schema' feature. I'll touch on that at the end of my answer.
You can find the documentation for using OAuth with Rest API here
There are two ways you can use Acumatica Web Service, attended or unattended.
Attended use requires a user to enter his credentials in some form of UI before using the web service. The report designer uses this form of authentication.
The alternative for unattended use is to configure and save the authentication credentials before using the web service. That way an automated program can use web service API without requiring a user sitting in front of the computer.
Unattended use typically doesn't involve OAuth because you can't have a user dedicated to the task of authenticating. For example, if you integrate Acumatica with an ecommerce provider, requiring him to use OAuth authorization to push the orders to Acumatica is problematic because that process usually doesn't involve a UI where a user sitting at the computer provide authorization.
You could technically create a OAuth access token that never (rarely) expires for this task but it circumvents the purpose of OAuth which is having temporary access tokens to mitigate man in the middle attacks. Certifications that mandates use of OAuth typically forbid use of tokens that never expire. That's why requesting OAuth for automated process can raise eyebrows and lead programmers to question your security policies.
Now let's get to possible solutions for your problem. You'll have to assess whether your security policies allows use of unattended web service without OAuth authorization. If that's the case then your job will be much easier. If not then you'll likely run into similar problems later on if dealing with third party web service integration for Acumatica is required.
In order to write a wrapper over the report designer you'll have to write a windows desktop application and have the '.RPS' file type associated with your wrapper instead of being associated with Acumatica report designer.
When a user clicks the EDIT REPORT button on the website, a '.RPS' text file is generated in memory on the server and the user browser is redirected to that file in order to download it locally. When the user clicks on the RPS file, windows launches the associated program (Acumatica report designer) and passes the RPS file path by command line parameter. The report designer then presents the authorization dialog where user can enter his credentials and the report RPX file is downloaded by the Web Service API.
Example of the content of an RPS file:
ServiceUrl|http://localhost/AcumaticaInstance/
ReportName|gl633000.rpx
User|admin
The idea is to have your wrapper parse this RPS file, download the associated RPX file using the Web Service API that comply with your security policy and then launch Acumatica report designer for this RPX file using command line parameter:
"c:\...\ReportDesigner.exe" "c:\...'gl633000.rpx"
When you launch the report designer you want to halt your main thread until the user closes the report designer. Framework methods that do this are typically named 'wait for exit'. Before closing the report designer the user would save the RPX file. After the designer is closed your main thread will resume and you can then re-upload that RPX file to Acumatica database using Web Service API.
The easy way would be to create a report designer user to use Web Service API in unattended mode. You could store those credentials locally (in encrypted form) wherever you see fit and never expose them in UI. When making Web Service call you decrypt those credentials on the fly. In such a scenario the asset to protect is the decryption key.
If use of attended web service is required for OAuth support you will need to implement a UI to get those credentials. If you have to use Google login page for entering the credentials you would have to include an embedded browser in your wrapper for that purpose.
As a remainder, note that this solution will enable you to modify the report definition in the RPX file but will not enable you to use report designer features that require web service API like 'Build Schema'.
Currently I am creating app that needs to store and pull data from database by multiple users.
Since I do not have much knowledge in database, MS Access, and MS Sharepoint, I would like to know if it is possible to use share point as database for my iOS application, which implemented in pure swift code.
Any one with knowledge in this field please help me by providing advice on if it works, and, if possible, how can I successfully implement this.
Thank you for all the helps.
I don’t see why this would not work. As long as the SharePoint tables follow the rules for Access, then you can place the ms-access application on each desktop. Anytime “any” user of that application updates or adds records, then all other users will “eventually” see the updates. So in this setup, the desktop users can in fact “run” the application “off line”. The instant such users get Wi-Fi or a connection (or always have one), then the data is synced in real time.
The above setup takes no coding and is part of the Access system which supports those SharePoint tables.
As for the iOS and that part of the application? Again, I see little problem since all of the abilities of SharePoint are available as a web service. So as long as your development platform supports standard web services, then your application can interact with that web service to retrieve and update rows of data in those SharePoint tables. As noted, the “sync” to the Access clients will thus reflect any updates to that data.
Since near every modern phone development system supports interaction with web services, then the phone software can do the same. You not have an ODBC like interface, but you can query the data (CAMEL).
The Access desktop client will also be interacting with the SharePoint tables via a web service, but from Access point of view the SharePoint tables (lists) look like any regular SQL like table. So standard VBA code and DAO reocrdsets are supported.
The web services for SharePoint are outlined here:
https://msdn.microsoft.com/en-us/library/ms479390(v=office.12).aspx
And this video shows how you can upload data to SharePoint from Access, and NOTE how the relational table ability of SharePoint is supported by Access. Once that data is uploaded, then Access supports updating of such data as if the data was a local table.
https://www.youtube.com/watch?v=3wdjYIby_b0&list=PL27E956A1537FE1C5&index=2
You can use a single office 365 account at $6 per month for the above, and that single account supports 500 free users. So if you don’t have SharePoint (or don’t want to bother with SharePoint, a single office 365 account also offers these SharePoint services for that one stupid low price of $6 per month – and that account with work with the free Access runtime that that you can use to run the Access side for free on the desktop part of this application.
From what I understand, Intuit is no longer allowing proprietary integrations with QuickBooks Desktop editions through the Sync Manager and only allowing apps that are put into the marketplace. Is this really the case? If so, is there a timeline for when they will start allowing this? Also, it seems that the supported objects for desktop editions is way behind those supported for the online edition. Will these be available any time soon (I.e. reports such as balance sheet, profit/loss, budget, etc.)?
I ask because we have been using the web connector for a couple of years now and it is not built for the type of use we need. To be specific, we are a franchising company that has a hosted QB solution for each of our franchises. We then pull data and pass jobs to and from our proprietary POS application through the web connector. We run into all sorts of problems with multiple web connectors being open on the same system trying to connect to different files and a host of other issues. Because of this, we are hoping that a more reliable integration can be developed through the Sync Manager.
From what I understand, Intuit is no longer allowing proprietary integrations with QuickBooks Desktop editions through the Sync Manager and only allowing apps that are put into the marketplace. Is this really the case?
Correct. QBD integration with SM and V3/V2 REST endpoints are not supported.
Apps.com is the mainly the SaaS marketplace ( mainly focused on QBO).
No new integration using QBD V3 can be created.
Also, it seems that the supported objects for desktop editions is way behind those supported for the online edition. Will these be available any time soon (i.e. reports such as balance sheet, profit/loss, budget, etc.)?
V3 QBD APIs are already marked as deprecated. There will not be any development on this.
Ref - https://developer.intuit.com/docs/0025_quickbooksapi/0058_faq#Does_QuickBooks_API_support_QuickBooks_Desktop_and_QuickBooks_Online.3F
Please refer the following thread on similar topic.
Integrating with QB Desktop products
Thanks