Planning Analytics

Planning Analytics

Get AI-infused integrated business planning

 View Only
  • 1.  SSO with PAfE on workbook opening

    Posted Tue April 20, 2021 04:28 AM
    Hello,

    we are working on a solution for a customer where PAfE should automatically logon using SSO on opening a workbook. Unfortunately there does not seem to be a good solution for this. The Logon function requires a user and a password and there appears to be no other function which directly forces PAfE to logon.

    The way we currently handle this is by making a request to the REST API in the Open event, which forces a logon or by having a hidden Quick Report which we refresh in the Open event.

    Is there some official way, to force PAfE to logon to a specific Server and Database on Opening a Workbook which does not involve a roundabout solution?

    I am looking forward to your responses.

    ------------------------------
    Constantin Budin
    ------------------------------

    #PlanningAnalyticswithWatson


  • 2.  RE: SSO with PAfE on workbook opening

    Posted Wed April 21, 2021 12:44 PM

    hello! is the SSO password-less?

    which is to say, when you authenticate interactively using PA for Excel, does the authentication screen essentially 'flash' and then dismiss itself with no further action?

    it sounds like that may be the case, but best to confirm it to help with the context.



    ------------------------------
    Ted Phillips
    ------------------------------



  • 3.  RE: SSO with PAfE on workbook opening

    Posted Thu April 22, 2021 02:27 AM
    It doesn't require a password, but still the user needs to select an instance to connect to at some point.

    If you have multiple environments / instances, how would the system know which one it needs to connect ? 

    The only way I see is as described, by surcharge of the Open event. Which you still need to be careful with if you have multiple environments (DEV, UAT, PROD) with the same instance names...



    ------------------------------
    Laurent Henssien
    C L A R I T Y
    https://www.clarity.consulting
    ------------------------------



  • 4.  RE: SSO with PAfE on workbook opening

    Posted Thu April 22, 2021 03:10 AM
    Hello Ted,

    thanks for your response. In our case, the Authentication screen stays and the user just hits login with Windows-Authentication selected (no password required). But the main issue is, as Laurent stated, letting PAfE know programmatically, which System to connect to. 

    We have this information stored in ranges on a hidden sheet, but we have to employ roundabout methods using Quick Reports or an API-Request to force the login screen to open. 

    What we are looking for would be a Logon function to which we provide just the URL and Database, which then opens the Login prompt for the user.

    ------------------------------
    Constantin Budin
    ------------------------------