You can configure portal integration to allow users to access Data360 DQ+ through your organization's portal website.
"Portal Mode" allows Data360 DQ+ to be viewed via a specified website, with reduced functionality that is ideal for users that only need read-only access to the product.
Note: Only users with administration rights can configure portal settings.
To configure portal integration:
- From the menu at the top of the screen, select Admin > Settings.
- In the General Settings panel, click Portal Integrations.
- Select Yes to enable Portal Integration and enter the Portal Host Names, for example:
https://example.website.comIf you want to add multiple portal host names, use a comma to separate the entries.
Data360 DQ+ can be displayed through pages that are part of the specified host name's domain.
- Click Save Changes.
- If you then want to configure specific portal host names per environment, from the menu at the top of the screen, select Admin > Environments.
- Select the environment on which you want to assign a specific portal host name.
- In the Portal URL field, enter the portal host name.Tip: You can assign different portal host names to different environments and this will not cause issues when promoting dashboards if the
${PortalURL}syntax is used.
Dashboards in portal mode
Once a Portal URL has been defined in environments, you will also need to edit some additional dashboard settings for dashboards that are intended to be viewed in "Portal Mode":
- Navigate to the dashboard in your pipeline.
- Click the menu button to the right of the dashboard and select Edit > Edit Stage.
- Click the Settings icon on the right in the dashboard header bar.
- Select Portal Integration to enable portal integration for the current dashboard.
- In the Dashboard URL field, define how links to the dashboard will be created by the system when it sends out emails. The preset
${PortalURL}refers to the host name that you have defined on the Admin > Environments page. - In the Dashboard Comment URL field, define how the links to dashboard comments will be created by the system when it sends out emails, for example
${PortalURL}/comment/${CommentId}
CAUTION:
With both parameters,
${PortalURL} should be used to refer to the specific portal host name defined per environment. In cases where multiple Data360 DQ+ environments and multiple portal instances are being used, ${PortalURL} will act as a variable in the Dashboard URL and Dashboard Comment URL parameters that always uses the correct URL per environment, without having to be changed.