Summary

This article describes the process to create a Platform. A Platform represents the connection between InfoBurst and various Business Intelligence reporting and destination platforms. Platforms is located under System.


Version Support

See Requirements & Compatibility for Platform version support.


SAP BusinessObjects

Add a Platform

  • Select New Platform
  • Type: Select BusinessObjects BI 4.x
  • Name: Enter a descriptive name
  • BI Platform RESTful Web Service: Enter the name or IP address of the BusinessObjects server hosting BI Platform Web Services (BIPRWS)
    • Where SSL is enabled for BusinessObjects BIPRWS use https://<SERVER>
    • Where custom BIPRWS port is used (default: 6405) use <SERVER>:<PORT>
  • BusinessObjects Tomcat Server: Enter the name or IP address of BusinessObjects Tomcat server
    • Where SSL is enabled for Tomcat use https://<SERVER>
  • Public URL: Optional URL to use when generating notification content links
  • Request Timeout: Timeout in minutes for long-running platform requests
  • Select Save
  • Add Platform Credentials: Add BusinessObjects credentials for current InfoBurst user

Options

Available for BI 4.x platforms only.

  • Default Auth Type: Select default authentication type for the Platform. Will apply to any user adding Platform Credentials.
  • Auth PassThru: Enable this option to pass the InfoBurst username and password as the Platform credentials
  • Sync Document Names: Keep document names synchronized with document names in BusinessObjects. Enabling this option disables ability to rename synced document objects. A re-catalog is required to capture updated document name.
  • Category Support: Enable BusinessObjects categories for Deliveries

Tableau Server

Add a Platform

  • Select New Platform
  • Type: Select Tableau Server
  • Name: Enter a descriptive name
  • Tableau Server URL: Enter server URL
  • Tableau Site Name: Enter a site name. Use the Site ID if the Tableau Site Name and Site ID are different.
  • Request Timeout: Timeout in minutes for long-running platform requests
  • Select Save
  • Add Platform Credentials: Add Tableau credentials for current InfoBurst user


Use of Personal Access Token Authentication is optional. See Tableau Personal Access Token Authentication to learn more.


SQL Server Reporting Services

Add a Platform

  • Select New Platform
  • Type: Select SQL Server Reporting Services
  • Name: Enter a descriptive name
  • Report Server Web Service URL: Enter URL
    • URL available in Reporting Services Configuration Manager under Web Service URL > Report Server Web Service URL
  • Request Timeout: Timeout in minutes for long-running platform requests
  • Select Save
  • Add Platform Credentials: Add SQL Server Reporting Services credentials for current InfoBurst user


SharePoint

Add a Platform

  • Select New Platform
  • Type: Select SharePoint
  • Name: Enter a descriptive name
  • SharePoint Site URL: Enter site URL (e.g. https://mysharepoint/mysite)
  • App-Only Authentication: 
    • Application Client Secret: Enter Client ID and Client Secret for SharePoint App-Only authentication
    • Certificate with Private Key: Enter Client ID, Application Directory (Tenant) ID, upload .pfx, and enter Private Key Password
  • Request Timeout: Timeout in minutes for long-running platform requests
  • Select Save
  • Add Platform Credentials: Add SharePoint credentials for current InfoBurst user. SharePoint user must have SharePoint Designer access or better.
  • Test Logon: Test App-Only authentication

SharePoint Legacy (Build 240 Only)


Platform type SharePoint Legacy should not be used when creating a new Platform. This type applies only to existing platforms and the type should be changed to SharePoint to ensure continued support.


Power BI Server

Power BI Server Authentication

Review Power BI Server Authentication for the steps required in Azure AD and Power BI Server to enable application authentication.


Add a Platform

  • Select New Platform
  • Type: Select Power BI
  • Name: Enter a descriptive name
  • Application ID: Enter the Azure Application ID
  • Application Directory (tenant) ID: Enter the Application Directory (tenant) ID
  • Application Secret: Enter the Azure Application Secret Value
  • Certificate with Private Key:Upload .pfx, and enter Private Key Password
  • Select Save
  • Test Logon: Test Azure AD authentication
  • Refresh Permissions: Azure AD changes are not always immediate. Select this option if Azure AD application details have recently changed.


Documents

The Documents tab of a Platform lists the number and name of documents associated with the Platform.


Access Rights

Platform access can be restricted by Group. A user must be assigned to a group and the group granted access to a Platform for the Platform to be accessible by the user.

  • Select the Platform
  • Select the Access Rights button
  • Set Right for one or more Groups
  • Select the OK button


See Also

Platform Management