Configuring portal integration - Data360_DQ+ - Latest

Data360 DQ+ Help

Product type
Software
Portfolio
Verify
Product family
Data360
Product
Data360 DQ+
Version
Latest
Language
English
Product name
Data360 DQ+
Title
Data360 DQ+ Help
Copyright
2024
First publish date
2016
ft:lastEdition
2024-07-09
ft:lastPublication
2024-07-09T15:09:58.774265

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:

  1. From the menu at the top of the screen, select Admin > Settings.
  2. In the General Settings panel, click Portal Integrations.
  3. Select Yes to enable Portal Integration and enter the Portal Host Names, for example:

    https://example.website.com

    If 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.

  4. Click Save Changes.
  5. If you then want to configure specific portal host names per environment, from the menu at the top of the screen, select Admin > Environments.
  6. Select the environment on which you want to assign a specific portal host name.
  7. 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":

  1. Navigate to the dashboard in your pipeline.
  2. Click the menu button to the right of the dashboard and select Edit > Edit Stage.
  3. Click the Settings icon on the right in the dashboard header bar.
  4. Select Portal Integration to enable portal integration for the current dashboard.
  5. 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.
  6. 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.