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- External Access needs to be enabled.
This This is done from Administration > Configuration > Authentication: - You need to setup a ‘Guest Role’.
: Once you have External Access enabled, you will have an option to create a new role as ‘Guest’: - Confirm the Base URL.
: Set base URL which will be used to form a report/dashboard URL. This base URL should be available for users (external from website or internal within your network). - Confirm the Report security level is Unsecure.
: You will also need to confirm the report security level is set to ‘unsecure’. These settings are applied to the Report Category, you need to create unsecured Category: - Then save the reports/dashboards which are supposed to be accessed via Guest role in that Category.
- If you have met all the criteria mentioned above you will now be able to send the URL from the Report Information to a user or browse embedded report/dashboard without login.
Note
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- You can also access 'unsecure' dashboard tabs and
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- reports on that tab.
- The user will be able to access areas of Yellowfin defined in the guest role.
- You will need to have a license with ‘Multicast’ enabled to allow external access.
To find out if you have this enabled See: Understanding the License Details page.