Linking to or Embedding a Data Insight

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You can add links to a data insight in a web page or document or even embed a data insight into web pages outside of AAI to make accessing the data insight easier for users across your organization, whether your workload automation operations team or other stakeholders. This gives them the information that the data insight provides right where they can see it as part of their daily routine, such as on enterprise dashboards.

You get the code that you need directly from the data insight, using the Get Link action. When you use the Get Link action, you get two forms of direct access code for the data insight:

You can get the <iframe> HTML code for the data insight and use it to embed the data insight in the HTML code for any web page, such as a dashboard on your company intranet or another platform that your enterprise uses. Users can view the data insight in the prescribed frame size or open it in full screen mode for better viewing.

You can get the unique URL for the data insight that you can add to any document or web page that your users refer to.

Important!

To open an iframe or URL link, a person must be able to login to AAI, which means the person must have a username and login credentials that can be authenticated by AAI.

Furthermore, the AAI instance on which the data insight is defined must be implemented with TLS -secured communication using the HTTPS protocol. This is configured by an AAI administrator as described in Technical Prerequisites for Embedding or Linking to Data Insights.

This page includes the following:

Embedding or Linking a Data Insight Externally

You have two ways to provide your users direct access to a data insight from a web page or other document that is external to AAI:embedding or linking. Use the steps for the kind of access you want to provide:

Important!

For users to be able to access a data insight from an external web page or document, your AAI instance has to be properly configured. Check with your AAI administrator to ensure they have done that as described in Technical Prerequisites for Embedding or Linking to Data Insights.

To embed an AAI data insight on an external web page

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Use the following steps to get the <iframe> HTML code for a data insight embed it into an HTML page outside of AAI for your users to access:

  1. Open the Actions menu for the data insight from one of two places:

    • On the Data Insights list, click the Actions button (the vertical ellipses) in the Actions column.

      (If this column is hidden, click the Columns button to the right in the menu bar above the list, and then select the column name to show it.)

    • On an open data insight page, click the Actions button (the vertical ellipses) at the far right on the toolbar.

  2. Select the Get Link action.

    In the Embed Link field you see the HTML code for an <iframe> element that you can use to embed a frame on with the you can embed on any dashboard outside of AAI that contains this data insight.

  3. Click Copy embed link to copy that code block to your clipboard.

  4. Close the dialog by clicking either the X in the top right, or Cancel in the bottom right of the dialog

  5. Go to the HTML code for the web page where you want to embed the data insight and paste the <iframe> element.

  6. Optionally, change the values for any of the attributes other than the src attribute, which contains the direct link to the data insight. For example, change the values of the width and/or height attributes, or the title attribute for how the frame should appear.

  7. Save the web page code. Then open the web page to confirm that the data insight is embedded as you wish.

To get a link to an AAI data insight

Use the following steps to get a link to a data insight that you can place on your web page or any document external to AAI :

  1. Open the Actions menu for the data insight from one of two places:

    • On the Data Insights list, click the Actions button (the vertical ellipses) in the Actions column.

      (If this column is hidden, click the Columns button to the right in the menu bar above the list, and then select the column name to show it.)

    • On an open data insight page, click the Actions button (the vertical ellipses) at the far right on the toolbar.

  2. Select the Get Link action.

    In the URL field you see the unique URL for the data insight.

  3. Click Copy URL to copy the URL to your clipboard.

  4. Close the dialog by clicking either the X in the top right, or Cancel in the bottom right of the dialog

  5. Go to where you want to add the link and paste it and save the document.

Technical Prerequisites for Embedding or Linking to Data Insights

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Only data insights that are on a TLS secured AAI instance can be accessed from embedded iframes or links from external web pages. This is important to protect the communication channels over which users gain access to your workload automation engine's data in AAI. As an AAI administrator you must do the following implementation tasks to enable users to access the embedded data insights or open the URL to a data insight from outside AAI.

  1. Ensure that AAI server has been configured to run over a secure https communication protocol. For information , see Configuring the AAI Server for TLS Authentication.

  2. On the server where your AAI instance is installed, open the <AAI_Installation_Directory>/jboss/standalone/configuration/standalone.xml file to edit it.

  3. Locate the <<host name="default-host" alias="localhost"> section and add the following element: 

    • <filter-ref name="samesite-cookie"/>

  4. Locate the <filters> section and add the following element: 

    • <expression-filter name="samesite-cookie" expression="samesite-cookie(mode=None)"/>

  5. Save and close the file.

  6. Restart the AAI server for the changes to take effect.