How to Hide User and Group Import Options in Bold BI Embedded Analytics Server

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In Bold BI Embedded Analytics Server, you have the flexibility to manage the visibility of various user and group import options. This can be achieved through a configuration file.

This is not applicable for the Bold BI Cloud Analytics Server

User Import Options

Navigate to the tenant site user listing page by clicking on ‘Users’ under the ‘Settings’ option.
Several ways to import users are listed below.

Group Import Options

Navigate to the tenant site group listing page by clicking on ‘Groups’ under the ‘Settings’ option.
Several ways to import groups are listed below.

How to hide user and group import options

Login with the UMS admin user and go to ‘Configuration’ under the ‘Settings’ option,
Example: {domain_name}/ums/administration/config-editor
Choose ‘custom_ui.json’ on the Search your files drop-down
Obtain the site identifier of the site from the Site URL: {domain_name}/bi/site/{site_identifier}. For Example, in the Site URL http://localhost/bi/site/site1, site1 is the site identifier.
Provide some name in the Profiles -> Name and same name in the Sites -> Profile nodes then provide the site identifier lists in the Sites -> Name node or if you want to apply the same configurations for all the tenant sites in the multi-tenancy instance, then provide ‘*’ in Sites -> Name node. For more details, refer to this document User Interface Customization in BoldBI.
By default, all the import options will be listed for users and groups; add the necessary user and group import options to hide in the profile section with the value true, and then save the changes.

Here’s a sample code for configuring the user and group import options in the profile section:

{
  "Profiles": [
   {      
      "UserImport": [
       {
          "HideAddUser": false,
          "HideCSVImport": true,
          "HideWindowsAD": true,
          "HideAzureAD": true,
          "HideDatabase": true,
          "HideOAuth": true,
          "HideOpenID": true
        }
      ],
      "GroupImport": [
       {
          "HideCreateGroup": false,
          "HideWindowsAD": true,
          "HideAzureAD": true,
          "HideOAuth": true,
          "HideOpenID": true
       }
      ]
    }
  ]
}

Note

We can use a single profile for multiple sites or a different profile for different sites, like below.

Additional Information

To hide a specific import or add option, set the corresponding property to true.
User Import Option:

Options to hide	Property
Add user	HideAddUser
Import from CSV	HideCSVImport
Import from Active Directory	HideWindowsAD
Import from Azure AD	HideAzureAD
Import from Database	HideDatabase
Import from OAuth	HideOAuth
Import from OpenID	HideOpenID

Group Import option:

Options to hide	Property
Create Group	HideCreateGroup
Import from Active Directory	HideWindowsAD
Import from Azure AD	HideAzureAD
Import from OAuth	HideOAuth
Import from OpenID	HideOpenID

By default, OAuth and OpenID are not enabled for users. If you need to enable those options for user import, configure their authorization settings. For more details, refer to the below links:
OAuth support
OpenID support

References

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Written by Reethika Moovendhan

Updated:

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