How do I share a report with a person if they don’t exist as a user within Yellowfin? How can my JavaScript API embedded reports be browsed in my website which does not require user authentication?
To do that, you must have a multicast license. Multicast allows users to view Yellowfin reports without logging in.
- External Access needs to be enabled. 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
- You can also access 'unsecure' dashboard tabs and 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. See the procedure below to find out if this is enabled.
Here's how you can check if your license has Multicast enabled:
- Go to Administration > License Management.
- Look for the Multicast option under the Current License panel.
- Compare the number of Multicast licenses with that of the Server Core. If the values are equal, or the multicast number is greater, then this ensures that your license has multicast enabled.