diff --git a/_docs/master/api.html b/_docs/master/api.html index 961f58ca75..5c8c7536d2 100644 --- a/_docs/master/api.html +++ b/_docs/master/api.html @@ -16909,7 +16909,7 @@ } }, { "in" : "query", - "name" : "payload_type", + "name" : "pyaload_type", "required" : false, "schema" : { "type" : "string", diff --git a/_docs/master/dashboards/filters.md b/_docs/master/dashboards/filters.md index 2376e30205..b59f923df1 100644 --- a/_docs/master/dashboards/filters.md +++ b/_docs/master/dashboards/filters.md @@ -212,7 +212,7 @@ You might want to require a filter value if: To edit a filter's settings: 1. Click the **pencil** icon to enter dashboard editing mode. -2. Click the filter you want to edit. +2. Click the **gear** icon on the filter you want to edit. From this filter editing view, you can wire up dashboard cards to the filter, or use the filter settings sidebar to: @@ -226,14 +226,14 @@ From this filter editing view, you can wire up dashboard cards to the filter, or ### Rename filter -1. In dashboard edit mode, click the fiter you want to edit. +1. In dashboard edit mode, click your filter's **gear** icon. 2. Change the label text. Renaming the filter only affects the filter's display; the label has no effect on which columns Metabase filters. ### Set filter input type -1. In dashboard edit mode, click the fiter you want to edit. +1. In dashboard edit mode, click your filter's **gear** icon. 2. From the filter settings sidebar, set **How should people filter on this column?**: - [Dropdown list](#dropdown-list) @@ -263,14 +263,14 @@ Useful for looking up partial matches (such as the ["contains" filter](#text-or- ### Set a default filter value -1. In dashboard edit mode, click the filter you want to edit. +1. In dashboard edit mode, click your filter's **gear** icon. 2. From the sidebar, choose a value from the **Default value** input field. For example, you might want to set a default filter value like "Active", so that when people load your dashboard, they only see data for "Active" records (not "Inactive", "Cancelled", etc). ### Remove a filter -1. In dashboard edit mode, click the fiter you want to edit. +1. In dashboard edit mode, click your filter's **gear** icon. 2. From the sidebar, click **Remove**. If you accidentally remove a filter, just click **Cancel** in the top-right to exit dashboard edit mode without saving your changes. @@ -281,14 +281,14 @@ In dashboard edit mode, click on the grabber handle (six dots) on the left side ### Make a multi-select filter -1. In dashboard edit mode, click the fiter you want to edit. +1. In dashboard edit mode, click your filter's **gear** icon. 2. From the sidebar, find **People can pick** and select "Multiple values". A multi-select filter with the widget type [Dropdown list](#dropdown-list) or [Search box](#search-box) will display a list of values with checkboxes. ### Change a filter's selectable values -1. In dashboard edit mode, click the fiter you want to edit. +1. In dashboard edit mode, click your filter's **gear** icon. 2. From the sidebar, find **How should users filter on this column?**. 3. Select "Dropdown list".\* 4. Click **Edit** (to the right of "Dropdown list") to specify where the values should come from: diff --git a/_docs/master/developers-guide/driver-changelog.md b/_docs/master/developers-guide/driver-changelog.md index 8900473622..1bfeb9d407 100644 --- a/_docs/master/developers-guide/driver-changelog.md +++ b/_docs/master/developers-guide/driver-changelog.md @@ -36,11 +36,13 @@ layout: new-docs - Added the driver multi-method `driver/set-database-used!` for drivers to set a database on the connection with statements like `USE DATABASE`. +- Added the driver features `:transforms/table`, `:transforms/view`, and `:transforms/matarialized-view` for drivers + that support transforms with table, view, and materialized view as target, respectively. + ## Metabase 0.55.9 - Add multi-method `driver/do-with-resilient-connection` for executing functions in a context where closed connections may be automatically reopened - ## Metabase 0.55.0 - Add the multi-method `->date` that allows the driver to control how to cast strings and temporal types to dates. diff --git a/_docs/master/embedding/embedded-analytics-js.md b/_docs/master/embedding/embedded-analytics-js.md deleted file mode 100644 index c05d20f09b..0000000000 --- a/_docs/master/embedding/embedded-analytics-js.md +++ /dev/null @@ -1,355 +0,0 @@ ---- -version: master -has_magic_breadcrumbs: true -show_category_breadcrumb: true -show_title_breadcrumb: true -category: Embedding -title: 'Embedded Analytics JS' -source_url: 'https://github.com/metabase/metabase/blob/master/docs/embedding/embedded-analytics-js.md' -layout: new-docs -summary: 'Getting started with Embedded Analytics JS for embedding Metabase entities into external applications' ---- - -# Embedded Analytics JS - -Embedded analytics JS allows you to embed Metabase entities like questions, dashboards, or even the query builder into your own application using customizable components. - -Embedded Analytics JS is a JavaScript library built on top of Metabase's [Embedded Analytics React SDK](./sdk/introduction). But it does not require using React or setting up full SDK embedding. -Unlike with [interactive embedding](./interactive-embedding), where you embed the entire Metabase app in an iframe, Embedded Analytics JS lets you choose from a set of predefined components like a single chart, a dashboard with optional drill-through, or query builder, and customize those components. - -Embedded Analytics JS leverages [JWT SSO](../people-and-groups/authenticating-with-jwt) to authenticate people and automatically apply permissions to show people the right data upon sign-in. - -Currently you can choose to embed: - -- A dashboard -- A question (chart). You can embed both questions built with the query builder and questions built with SQL. -- Full graphical [query builder](../questions/query-builder/editor) to enable people to build their own charts and explorations. - -## Quickstart - -### 1. Enable Embedded Analytics JS - -1. In Metabase, go to **Admin Settings > Embedding > Modular embedding**. -2. Toggle on **Embedded Analytics JS**. -3. Under **Cross-Origin Resource Sharing (CORS)**, add the URLs of the websites where you want to embed Metabase (such as `https://*.example.com`). For testing embeds, you can use `localhost` which is always included in CORS policy. - -### 2. Create a new embed - -1. In Metabase, click on **+ New** button in top right corner and select **Embed**. Note that this will only be visible to admins. -2. Choose the type of entity to embed. Currently the available types are dashboard, question, and exploration (which will embed the Metabase query builder). -3. Next, select the entity you want to embed. - -Once you selected what you want to embed, click Next to customize your embed. - -### 3. Customize your embed - -The exact customization options you see will depend on what type of entity you're embedding. You will see live preview of how the embed will look with your chosen options. See [Customizing embeds](#customizing-embeds) for more information on customization options. - -![Customizing embeds](./images/embed-flow-options.png) - -You'll also be be able to pick brand, text, and background color used for all your embeds. To configure other colors (e.g. secondary colors, query builder colors etc), as well as font, you' can specify a theme in your embed code snippet, see [Theming](#theming). - -All the customization options you select in this interactive flow will be reflected in the parameter values in the embed code, so you'll be able to adjust them later by editing the embed snippet. - -Once you're done customizing your embed, click "Next". - -### 4. Select authentication method - -You'll get a choice between "Existing Metabase session" and "Single sign-on (SSO)". - -- If you select **Existing Metabase session**, you'll be able to preview your embeds as the user you're currently logged into Metabase, and only in the same browser as your current session. Not all browsers are supported - we recommend using Google Chrome. To test out embedding in other contexts, you can use [API keys](#use-api-keys-to-test-embeds) instead. For production usage, use [SSO](#set-up-sso). - -- If you set up JWT in your Metabase instance, you'll be able to select **Single sign-on (SSO)**, see [Set up SSO](#set-up-sso). - -### 5. Add the embedding script into your app - -Metabase will generate a code snippet that you can copy and paste into your app, see [Embed code snippets](#embed-code-snippets) for an example. You can later modify this code snippet to specify additional appearance options or change the behavior of some components. - -Add the code snippet into your app, and refresh the page. - -## Embed code snippets - -The code snippets to embed Metabase entities using Embedded Analytics JS should have three parts: - -1. Loading the Embedded Analytics JS library from your Metabase instance. -2. Global configuration settings to be used for all embeds, like the URL of your Metabase instance, appearance themes, etc. See [Configuring embeds](#configuring-embeds). -3. Components for Metabase entities to be embedded, with their parameters. See [Components](#components). - -Here's an example of a script: - -```html - - - - - - - - - - - - -``` - -Note the `defer` attribute and the reference to your Metabase URL in the script that loads `embed.js` library. - -If you're embedding multiple entities on the same page, you only need to include the ` -``` - -For the full list of theme settings, see [Appearance](../sdk/appearance). - -## Authentication - -### Use existing user session to test embeds - -> Existing sessions can only be used for testing embeds locally. To make your embeds production-ready, you will need to implement SSO. - -If you are signed into Metabase, you can leverage that existing session cookie to preview and test the embeds. This will only work in the same browser as you're using for your Metabase session. - -To use the add `useExistingUserSession: true` to `defineMetabaseConfig()` in your embed code, see [Configuring embeds](#configuring-embeds). - -```html - -``` - -Note that this will not work in some browsers, or in incognito mode. We recommend using Chrome if you'd like to use existing Metabase sessions to test your embeds. - -### Use API keys to test embeds - -> API keys can only be used for testing embeds locally. To make your embeds production-ready or deploy them to another domain, you will need to implement SSO. - -To use an API key to test your embeds: - -1. Create an [API key](../../people-and-groups/api-keys) -2. Add `apiKey: "YOUR_API_KEY"` to `defineMetabaseConfig()`: - -```html - -``` - -Keep in mind that API keys should only be used for testing with trusted users. Anyone with access to the front-end can grab the API key and use it to make requests against the Metabase API. For this reason, we only allow using API keys on localhost. - -### Set up SSO - -SSO is required to embed in a domain other than localhost. - -### 1. In Metabase, configure [JWT SSO](../people-and-groups/authenticating-with-jwt). - -### 2. In your app's backend, add a new endpoint to handle authentication. - -You’ll need add a library to your backend to sign your JSON Web Tokens. - -For Node.js, we recommend jsonwebtoken: - -```sh -npm install jsonwebtoken --save -``` - -Next, set up an endpoint on your backend (e.g., `/sso/metabase`) that uses your Metabase JWT shared secret to generate a JWT for the authenticated user. **This endpoint must return a JSON object with a `jwt` property containing the signed JWT.** For example: `{ "jwt": "your-signed-jwt" }`. - -This example code for Node.js sets up an endpoint using Express: - -```js -import express from "express"; -import cors from "cors"; -import session from "express-session"; -import jwt from "jsonwebtoken"; -import fetch from "node-fetch"; - -// Replace this with your Metabase URL -const METABASE_INSTANCE_URL = "YOUR_METABASE_URL_HERE"; -// Replace this with the JWT signing secret you generated when enabling -// JWT SSO in your Metabase. -const METABASE_JWT_SHARED_SECRET = "YOUR_SECRET_HERE"; - -const app = express(); - -app.get("/sso/metabase", async (req, res) => { - // Usually, you would grab the user from the current session - // Here it's hardcoded for demonstration purposes - // Example: - // const { user } = req.session; - const user = { - email: "rene@example.com", - firstName: "Rene", - lastName: "Descartes", - group: "Customer", - }; - - if (!user) { - console.log("no user"); - res.status(401).json({ - status: "error", - message: "not authenticated", - }); - - return; - } - - const token = jwt.sign( - { - email: user.email, - first_name: user.firstName, - last_name: user.lastName, - groups: [user.group], - exp: Math.round(Date.now() / 1000) + 60 * 10, // 10 minutes expiration - }, - METABASE_JWT_SHARED_SECRET, - ); - // The user backend should return a JSON object with the JWT. - res.status(200).json({ jwt: token }); -}); -``` - -See more examples in the [Embedding SDK docs](./sdk/authentication#2-add-a-new-endpoint-to-your-backend-to-handle-authentication). - -### 3. Embeds will use SSO automatically by default - -Metabase will use JWT SSO by default if no other auth method is specified. Make sure you don't use `apiKey` or `useExistingUserSession` in your configuration to enable SSO use. - -## Components - -There are different components available that enable different experiences for the end-user. - -> While you can use some component parameters to show or hide part of the embedded component, these parameters are not a substitute for setting up to prevent unwanted access to data or collections. Use these options as a way to streamline the user experience. Users could obtain their token from the front-end and use it to query the Metabase API. - -### Dashboard - -```html - - -``` - -Renders a dashboard. - -**Required parameters:** - -- `dashboard-id` - This can be a regular ID or an entity ID. [Using Entity IDs](../installation-and-operation/serialization#entity-ids-work-with-embedding) in your embeds will ensure sure that the IDs are stable when exporting from one Metabase and importing to another Metabase. - -**Optional parameters:** - -- `with-title` (default is true) - show dashboard title in the embed -- `with-downloads` (default is false) - show the button to download dashboard as PDF, and download results of questions -- `drills` (default is true) - lets you drill-through the dashboard -- `initial-parameters` - default value for dashboard filters, e.g. `{ 'productId': '42' }`. - - Make sure to use single quotes if you are surrounding your attribute value with double quotes: - - ```html - - ``` - -- `hidden-parameters` - list of filter names to hide from the dashboard, e.g. `['productId;]` - - Make sure to use single quotes if you are surrounding your attribute value with double quotes: - - ```html - - ``` - -### Question - -```html - -``` - -Renders a question (chart). - -**Required parameters:** - -- `question-id` - This can be a regular ID or an entity ID. [Using Entity IDs](../installation-and-operation/serialization#entity-ids-work-with-embedding) in your embeds will ensure sure that the IDs are stable when exporting from one Metabase and importing to another Metabase. - - Use `question-id="new"` to embed the query builder exploration interface. - -**Optional parameters:** - -- `drills` (default is true) - lets you drill-through the question -- `with-title` (default is true) - render the title or not -- `with-downloads` (default is false) - render the downloads or not -- `initial-sql-parameters` - default value for SQL parameters, only applicable to native SQL questions. e.g. `{ "productId": "42" }` -- `is-save-enabled` (default is false) -- `target-collection` - this is to enforce saving into a particular collection. Values: regular ID, entity ID, `"personal”`, `"root”` diff --git a/_docs/master/embedding/images/embed-flow-options.png b/_docs/master/embedding/images/embed-flow-options.png deleted file mode 100644 index fa4c6163d6..0000000000 Binary files a/_docs/master/embedding/images/embed-flow-options.png and /dev/null differ diff --git a/_docs/master/embedding/interactive-embedding-quick-start-guide.md b/_docs/master/embedding/interactive-embedding-quick-start-guide.md index d81accee7e..3c039213e0 100644 --- a/_docs/master/embedding/interactive-embedding-quick-start-guide.md +++ b/_docs/master/embedding/interactive-embedding-quick-start-guide.md @@ -176,9 +176,7 @@ You'll map this string in the `groups` key to a Metabase group, so that when the In Metabase's admin section, go to **Settings** > **Authentication**. Scroll to the **JWT** card and click **Edit**. -In the **Group schema** section, toggle on **Synchronize group memberships**. If the names of groups in the `groups` array match Metabase group names exactly (e.g. both are `"Customer Acme"`), then the groups will be mapped automatically. - -If the JWT group names and Metabase group names don't match, then for each group you want to sync, add a group mapping. When you click **New mapping**, enter "Customer-Acme", the string that you included in the `groups` array in your JWT payload. You can then associate that group name with the Metabase group "Customer Acme" that we created earlier. +In the **Group schema** section, toggle on **Synchronize group memberships**. For each group you want to sync, add a group mapping. When you click **New mapping**, enter "Customer-Acme", the string that you included in the `groups` array in your JWT payload. You can then associate that group name with the Metabase group "Customer Acme" that we created earlier. ![Mapping user attributes to groups.](./images/sync-groups.png) diff --git a/_docs/master/embedding/sdk/api/MetabaseCollectionItem.html b/_docs/master/embedding/sdk/api/MetabaseCollectionItem.html index fc00fa36cc..d415994415 100644 --- a/_docs/master/embedding/sdk/api/MetabaseCollectionItem.html +++ b/_docs/master/embedding/sdk/api/MetabaseCollectionItem.html @@ -10,11 +10,11 @@ --- MetabaseCollectionItem | Embedded analytics SDK API{% include docs/embedded-analytics-sdk-metadata.html %}
Embedded analytics SDK API
    Preparing search index...

    Type Alias MetabaseCollectionItem

    The CollectionItem entity

    -
    type MetabaseCollectionItem = {
        description: string | null;
        entity_id?: SdkEntityId;
        id: SdkCollectionId;
        "last-edit-info"?: {
            email: string;
            first_name: string;
            id: SdkUserId;
            last_name: string;
            timestamp: string;
        };
        model: string;
        name: string;
        type?: | "instance-analytics"
        | "trash"
        | "model"
        | "question"
        | "metric"
        | null;
    }
    Index

    Properties

    type MetabaseCollectionItem = {
        description: string | null;
        entity_id?: SdkEntityId;
        id: SdkCollectionId;
        "last-edit-info"?: {
            email: string;
            first_name: string;
            id: SdkUserId;
            last_name: string;
            timestamp: string;
        };
        model: string;
        name: string;
        type?: | "instance-analytics"
        | "trash"
        | "model"
        | "question"
        | "metric"
        | "in_document"
        | null;
    }
    Index

    Properties

    description: string | null
    entity_id?: SdkEntityId
    "last-edit-info"?: {
        email: string;
        first_name: string;
        id: SdkUserId;
        last_name: string;
        timestamp: string;
    }
    model: string
    name: string
    type?: "instance-analytics" | "trash" | "model" | "question" | "metric" | null
    +

    Properties

    description: string | null
    entity_id?: SdkEntityId
    "last-edit-info"?: {
        email: string;
        first_name: string;
        id: SdkUserId;
        last_name: string;
        timestamp: string;
    }
    model: string
    name: string
    type?:
        | "instance-analytics"
        | "trash"
        | "model"
        | "question"
        | "metric"
        | "in_document"
        | null
    diff --git a/_docs/master/embedding/sdk/api/snippets/MetabaseCollectionItem.md b/_docs/master/embedding/sdk/api/snippets/MetabaseCollectionItem.md index e772ab9eb5..7a95b2fa20 100644 --- a/_docs/master/embedding/sdk/api/snippets/MetabaseCollectionItem.md +++ b/_docs/master/embedding/sdk/api/snippets/MetabaseCollectionItem.md @@ -23,7 +23,13 @@ type MetabaseCollectionItem = { }; model: string; name: string; - type?: "instance-analytics" | "trash" | "model" | "question" | "metric" | null; + type?: | "instance-analytics" + | "trash" + | "model" + | "question" + | "metric" + | "in_document" + | null; }; ``` @@ -46,6 +52,6 @@ The CollectionItem entity | `last-edit-info.timestamp` | `string` | | `model` | `string` | | `name` | `string` | -| `type?` | `"instance-analytics"` \| `"trash"` \| `"model"` \| `"question"` \| `"metric"` \| `null` | +| `type?` | \| `"instance-analytics"` \| `"trash"` \| `"model"` \| `"question"` \| `"metric"` \| `"in_document"` \| `null` | diff --git a/_docs/master/embedding/sdk/introduction.md b/_docs/master/embedding/sdk/introduction.md index 745bc91918..ea4912cfde 100644 --- a/_docs/master/embedding/sdk/introduction.md +++ b/_docs/master/embedding/sdk/introduction.md @@ -107,7 +107,6 @@ You can find the [Embedded analytics SDK source code in the Metabase repo](https View the SDK's changelog: -- [56-stable](https://github.com/metabase/metabase/blob/release-x.56.x/enterprise/frontend/src/embedding-sdk/CHANGELOG.md) - [55-stable](https://github.com/metabase/metabase/blob/release-x.55.x/enterprise/frontend/src/embedding-sdk/CHANGELOG.md) - [54-stable](https://github.com/metabase/metabase/blob/release-x.54.x/enterprise/frontend/src/embedding-sdk/CHANGELOG.md) - [53-stable](https://github.com/metabase/metabase/blob/release-x.53.x/enterprise/frontend/src/embedding-sdk/CHANGELOG.md) diff --git a/_docs/master/embedding/securing-embeds.md b/_docs/master/embedding/securing-embeds.md index 11770c3b23..8372683816 100644 --- a/_docs/master/embedding/securing-embeds.md +++ b/_docs/master/embedding/securing-embeds.md @@ -12,6 +12,8 @@ summary: 'How to hide and protect sensitive data in different types of embeds.' # Securing embedded Metabase +{% include shared/in-page-promo.html %} + ## Securing embeds with authentication and authorization There are two basic ways to secure stuff on the internet: diff --git a/_docs/master/people-and-groups/authenticating-with-jwt.md b/_docs/master/people-and-groups/authenticating-with-jwt.md index 5670b16c01..7aa9895091 100644 --- a/_docs/master/people-and-groups/authenticating-with-jwt.md +++ b/_docs/master/people-and-groups/authenticating-with-jwt.md @@ -29,73 +29,56 @@ Assuming your site is localhost serving on port 3000: 5. In the event of a successful sign-in, your authentication app should issue a GET request to your Metabase endpoint with the token and the "return to" URI: `http://localhost:3000/auth/sso?jwt=TOKEN_GOES_HERE&return_to=/question/1-superb-question`. 6. Metabase verifies the JSON Web Token, logs the person in, then redirects the person to their original destination, `/question/1-superb-question`. -## Set up JWT authentication +## Enabling JWT authentication -Navigate to the **Admin**>**Settings** section of the Admin area, then click on the **Authentication > JWT** tab. +Navigate to the **Admin**>**Settings** section of the Admin area, then click on the **Authentication** tab. Click the **Configure** button in the JWT section of this page, and you'll see this form: ![JWT form](images/JWT-auth-form.png) Here's a breakdown of each of the settings: -- **JWT Identity Provider URI**: This is where Metabase will redirect login requests. That is, it's where your users go to log in through your identity provider. +**JWT Identity Provider URI:** This is where Metabase will redirect login requests. That is, it's where your users go to log in through your identity provider. -- **String Used by the JWT Signing Key**: The string used to seed the private key used to validate JWT messages. Both Metabase and the authentication app should have the same JWT signing key. +**String Used by the JWT Signing Key:** The string used to seed the private key used to validate JWT messages. Both Metabase and the authentication app should have the same JWT signing key. ## User attribute configuration (optional) These are additional settings you can fill in to pass user attributes to Metabase. - **Email attribute:** the key to retrieve each JWT user's email address. -- **First name attribute:** the key to retrieve each JWT user's first name. -- **Last name attribute:** if you guessed that this is the key to retrieve each JWT user's last name, well then you have been paying attention. -- **Group assignment attribute:** the key to retrieve each JWT user's group assignments. +- **First Name attribute:** the key to retrieve each JWT user's first name. +- **Last Name attribute:** if you guessed that this is the key to retrieve each JWT user's last name, well then you have been paying attention. You can send additional user attributes to Metabase by adding the attributes as key/value pairs to your JWT. These attributes will be synced on every login. ## Configure group mappings -You can use your JWT to assign Metabase users to custom Metabase [groups](./managing#groups) based on their attributes, e.g. automatically assign everyone with a certain JWT attribute to the `Sales` group in Metabase. This can be helpful for [permissions management](../permissions/introduction#key-points-regarding-permissions) at scale. +You can use your JWT to assign Metabase users to custom groups. -You can configure JWT group assignments through Metabase's Admin interface, or by setting environment variables. - -### Configure group mapping in Metabase - -1. Add groups to your JWT: `groups: ["group_name"]`. The attribute key (e.g. `groups`) should match the **Group assignment attribute** in Metabase. -1. In Metabase JWT settings, under **Group Sync**, toggle on **Synchronize Group Memberships** -1. If the group names in your JWT match the Metabase group names, they will be synced automatically, and you don't need to set up mappings manually. - -1. Otherwise, click **New mapping** and add the name of a JWT group. +1. Add groups to your JWT: `groups: ["group_name"]`. +1. In Metabase, go to the Admin panel and switch to **Setting > Authentication** tab. +1. Click the **Configure** button under JWT. +1. Under **Group Schema**, turn on the toggle **Synchronize Group Memberships** +1. Click **New mapping** and add the name of a JWT group. 1. In the row that appears, click the dropdown to pick the Metabase group(s) that this should map to. ![Metabase JWT group mappings](./images/jwt-groups.png) 1. Repeat this for each of the groups you want to map. -### Configure group mapping through environment variables - -You can use the following environment variables to configure JTW group mappings instead of configuring them in Metabase's Admin settings: - -- [`MB_JWT_ATTRIBUTE_GROUPS`](../configuring-metabase/environment-variables#mb_jwt_attribute_groups) to specify the key to retrieve the JWT user’s groups; - -- [`MB_JWT_GROUP_SYNC`](../configuring-metabase/environment-variables#mb_jwt_group_sync) to turn group sync on or off (sync is off by default). - - ``` - MB_JWT_GROUP_SYNC=true - ``` - -- [`MB_JWT_GROUP_MAPPINGS`](../configuring-metabase/environment-variables#mb_jwt_group_mappings) to configure group mapping. It accepts a JSON object where the keys are JWT groups and the values are lists of Metabase groups IDs. For example: - - ``` - MB_JWT_GROUP_MAPPINGS='{"extHR":[7], "extSales":[3,4]}' - ``` +Alternatively, you can define the mappings between JWT and Metabase groups using the [environment variable `MB_JWT_GROUP_MAPPINGS`](../configuring-metabase/environment-variables#mb_jwt_group_mappings). It accepts a JSON object where the keys are JWT groups and the values are lists of Metabase groups IDs. For example: - where `extHR`, `extSales` are names of JWT groups and 3,4,7 are IDs of Metabase groups. +``` +MB_JWT_GROUP_MAPPINGS='{"extHR":[7], "extSales":[3,4]}' +``` - You can find Metabase Group ID in the URL for the group page, like `http://your-metabase-url/admin/people/groups/`. "All Users" group has ID 1 and "Administrators" group has ID 2. +where `extHR`, `extSales` are names of JWT groups and 3,4,7 are IDs of Metabase groups. -### If group mappings are not specified, Metabase will match groups by name +You can find Metabase Group ID in the URL for the group page, like `http://your-metabase-url/admin/people/groups/`. "All Users" group has ID 1 and "Administrators" group has ID 2. -If you don't specify any group mappings in Metabase's Admin settings or via `MB_JWT_GROUP_MAPPINGS` environment variables, then Metabase will try to assign Metabase groups to users based on the matching names. If the names of groups in the JWT group attribute array match Metabase group names exactly (e.g. both are `"Sales"`), then the groups will be mapped automatically. +You can also use the [environment variable `MB_JWT_GROUP_SYNC`](../configuring-metabase/environment-variables#mb_jwt_group_sync) to turn group sync on or off. -If you add group mappings manually, Metabase will _not_ try to also match groups by names. +``` +MB_JWT_GROUP_SYNC=true +``` ## Creating Metabase accounts with SSO diff --git a/_docs/master/people-and-groups/images/JWT-auth-form.png b/_docs/master/people-and-groups/images/JWT-auth-form.png index 4f2afed5b6..ed91fea29b 100644 Binary files a/_docs/master/people-and-groups/images/JWT-auth-form.png and b/_docs/master/people-and-groups/images/JWT-auth-form.png differ diff --git a/_docs/master/people-and-groups/images/jwt-groups.png b/_docs/master/people-and-groups/images/jwt-groups.png index b90d264d2d..bc18ea90eb 100644 Binary files a/_docs/master/people-and-groups/images/jwt-groups.png and b/_docs/master/people-and-groups/images/jwt-groups.png differ diff --git a/_docs/master/questions/query-builder/expressions/converttimezone.md b/_docs/master/questions/query-builder/expressions/converttimezone.md index d1405fe136..30aed11ce7 100644 --- a/_docs/master/questions/query-builder/expressions/converttimezone.md +++ b/_docs/master/questions/query-builder/expressions/converttimezone.md @@ -142,8 +142,8 @@ The Metabase report time zone only applies to `timestamp with time zone` or `tim | Raw timestamp in your database | Data type | Report time zone | Displayed as | | ---------------------------------------- | ----------------------------- | ---------------- | ---------------------- | -| `2022-12-28T12:00:00 AT TIME ZONE 'CST'` | `timestamp with time zone` | 'Canada/Eastern' | Dec 28, 2022, 1:00 PM | -| `2022-12-28T12:00:00-06:00` | `timestamp with offset` | 'Canada/Eastern' | Dec 28, 2022, 1:00 PM | +| `2022-12-28T12:00:00 AT TIME ZONE 'CST'` | `timestamp with time zone` | 'Canada/Eastern' | Dec 28, 2022, 7:00 AM | +| `2022-12-28T12:00:00-06:00` | `timestamp with offset` | 'Canada/Eastern' | Dec 28, 2022, 7:00 AM | | `2022-12-28T12:00:00` | `timestamp without time zone` | 'Canada/Eastern' | Dec 28, 2022, 12:00 AM | The Metabase report time zone will not apply to the output of a `convertTimezone` expression. 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    Editing a filter

    1. Click the pencil icon to enter dashboard editing mode.
    2. -
    3. Click the filter you want to edit.
    4. +
    5. Click the gear icon on the filter you want to edit.

    From this filter editing view, you can wire up dashboard cards to the filter, or use the filter settings sidebar to:

    @@ -5089,7 +5089,7 @@

    Editing a filter

    Rename filter

      -
    1. In dashboard edit mode, click the fiter you want to edit.
    2. +
    3. In dashboard edit mode, click your filter’s gear icon.
    4. Change the label text.
    @@ -5098,7 +5098,7 @@

    Rename filter

    Set filter input type

      -
    1. In dashboard edit mode, click the fiter you want to edit.
    2. +
    3. In dashboard edit mode, click your filter’s gear icon.
    4. From the filter settings sidebar, set How should people filter on this column?:
    @@ -5134,7 +5134,7 @@

    Plain input box

    Set a default filter value

      -
    1. In dashboard edit mode, click the filter you want to edit.
    2. +
    3. In dashboard edit mode, click your filter’s gear icon.
    4. From the sidebar, choose a value from the Default value input field.
    @@ -5143,7 +5143,7 @@

    Set a default filter value

    Remove a filter

      -
    1. In dashboard edit mode, click the fiter you want to edit.
    2. +
    3. In dashboard edit mode, click your filter’s gear icon.
    4. From the sidebar, click Remove.
    @@ -5156,7 +5156,7 @@

    Reorder filters

    Make a multi-select filter

      -
    1. In dashboard edit mode, click the fiter you want to edit.
    2. +
    3. In dashboard edit mode, click your filter’s gear icon.
    4. From the sidebar, find People can pick and select “Multiple values”.
    @@ -5165,7 +5165,7 @@

    Make a multi-select filter

    Change a filter’s selectable values

      -
    1. In dashboard edit mode, click the fiter you want to edit.
    2. +
    3. In dashboard edit mode, click your filter’s gear icon.
    4. From the sidebar, find How should users filter on this column?.
    5. Select “Dropdown list”.*
    6. Click Edit (to the right of “Dropdown list”) to specify where the values should come from: diff --git a/_site/docs/master/dashboards/interactive.html b/_site/docs/master/dashboards/interactive.html index d2dd649af2..10f8f1f982 100644 --- a/_site/docs/master/dashboards/interactive.html +++ b/_site/docs/master/dashboards/interactive.html @@ -4723,6 +4723,14 @@
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      Metabase 0.56.0

    7. Added the driver multi-method driver/set-database-used! for drivers to set a database on the connection with statements like USE DATABASE.

    8. +
    9. +

      Added the driver features :transforms/table, :transforms/view, and :transforms/matarialized-view for drivers +that support transforms with table, view, and materialized view as target, respectively.

      +
    10. Metabase 0.55.9

      diff --git a/_site/docs/master/developers-guide/drivers/basics.html b/_site/docs/master/developers-guide/drivers/basics.html index f589d111df..5ab6bd49b7 100644 --- a/_site/docs/master/developers-guide/drivers/basics.html +++ b/_site/docs/master/developers-guide/drivers/basics.html @@ -4723,6 +4723,14 @@
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      diff --git a/_site/docs/master/embedding/embedded-analytics-js.html b/_site/docs/master/embedding/embedded-analytics-js.html deleted file mode 100644 index 2db7e850fe..0000000000 --- a/_site/docs/master/embedding/embedded-analytics-js.html +++ /dev/null @@ -1,5625 +0,0 @@ - - - - - - - - - - - - - - - - - - -Embedded Analytics JS | Metabase Documentation - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
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      - - - master - - - - - - - - -
      - - - - - What’s new - - - - - -
      - - - - -
      -
      - - -
      - - -
      - - -
      - These are the docs for the Metabase master branch. Some features documented here may not yet be available in the latest release. - Check out the docs for the latest version, Metabase v0.55. -
      - - -
      - - -

      Embedded Analytics JS

      - -

      Embedded analytics JS allows you to embed Metabase entities like questions, dashboards, or even the query builder into your own application using customizable components.

      - -

      Embedded Analytics JS is a JavaScript library built on top of Metabase’s Embedded Analytics React SDK. But it does not require using React or setting up full SDK embedding. -Unlike with interactive embedding, where you embed the entire Metabase app in an iframe, Embedded Analytics JS lets you choose from a set of predefined components like a single chart, a dashboard with optional drill-through, or query builder, and customize those components.

      - -

      Embedded Analytics JS leverages JWT SSO to authenticate people and automatically apply permissions to show people the right data upon sign-in.

      - -

      Currently you can choose to embed:

      - -
        -
      • A dashboard
      • -
      • A question (chart). You can embed both questions built with the query builder and questions built with SQL.
      • -
      • Full graphical query builder to enable people to build their own charts and explorations.
      • -
      - -

      Quickstart

      - -

      1. Enable Embedded Analytics JS

      - -
        -
      1. In Metabase, go to Admin Settings > Embedding > Modular embedding.
      2. -
      3. Toggle on Embedded Analytics JS.
      4. -
      5. Under Cross-Origin Resource Sharing (CORS), add the URLs of the websites where you want to embed Metabase (such as https://*.example.com). For testing embeds, you can use localhost which is always included in CORS policy.
      6. -
      - -

      2. Create a new embed

      - -
        -
      1. In Metabase, click on + New button in top right corner and select Embed. Note that this will only be visible to admins.
      2. -
      3. Choose the type of entity to embed. Currently the available types are dashboard, question, and exploration (which will embed the Metabase query builder).
      4. -
      5. Next, select the entity you want to embed.
      6. -
      - -

      Once you selected what you want to embed, click Next to customize your embed.

      - -

      3. Customize your embed

      - -

      The exact customization options you see will depend on what type of entity you’re embedding. You will see live preview of how the embed will look with your chosen options. See Customizing embeds for more information on customization options.

      - -

      Customizing embeds

      - -

      You’ll also be be able to pick brand, text, and background color used for all your embeds. To configure other colors (e.g. secondary colors, query builder colors etc), as well as font, you’ can specify a theme in your embed code snippet, see Theming.

      - -

      All the customization options you select in this interactive flow will be reflected in the parameter values in the embed code, so you’ll be able to adjust them later by editing the embed snippet.

      - -

      Once you’re done customizing your embed, click “Next”.

      - -

      4. Select authentication method

      - -

      You’ll get a choice between “Existing Metabase session” and “Single sign-on (SSO)”.

      - -
        -
      • -

        If you select Existing Metabase session, you’ll be able to preview your embeds as the user you’re currently logged into Metabase, and only in the same browser as your current session. Not all browsers are supported - we recommend using Google Chrome. To test out embedding in other contexts, you can use API keys instead. For production usage, use SSO.

        -
      • -
      • -

        If you set up JWT in your Metabase instance, you’ll be able to select Single sign-on (SSO), see Set up SSO.

        -
      • -
      - -

      5. Add the embedding script into your app

      - -

      Metabase will generate a code snippet that you can copy and paste into your app, see Embed code snippets for an example. You can later modify this code snippet to specify additional appearance options or change the behavior of some components.

      - -

      Add the code snippet into your app, and refresh the page.

      - -

      Embed code snippets

      - -

      The code snippets to embed Metabase entities using Embedded Analytics JS should have three parts:

      - -
        -
      1. Loading the Embedded Analytics JS library from your Metabase instance.
      2. -
      3. Global configuration settings to be used for all embeds, like the URL of your Metabase instance, appearance themes, etc. See Configuring embeds.
      4. -
      5. Components for Metabase entities to be embedded, with their parameters. See Components.
      6. -
      - -

      Here’s an example of a script:

      - -
      <!-- Load embedding library -->
      -<!-- REPLACE WITH YOUR METABASE URL HERE -->
      -<script defer src="https://your-metabase-url/app/embed.js"></script>
      -<script>
      -  function defineMetabaseConfig(config) {
      -    window.metabaseConfig = config;
      -  }
      -</script>
      -
      -<!-- Embedding configuration -->
      -<script>
      -  defineMetabaseConfig({
      -    instanceUrl: "https://your-metabase-url,
      -    theme: {
      -      colors: {
      -        background: "#ffffff",
      -      },
      -    },
      -  });
      -</script>
      -
      -<!--Embedded entities -->
      -<metabase-question question-id="1"></metabase-question>
      -
      -<metabase-dashboard dashboard-id="2" with-title="false"></metabase-dashboard>
      -
      - -

      Note the defer attribute and the reference to your Metabase URL in the script that loads embed.js library.

      - -

      If you’re embedding multiple entities on the same page, you only need to include the <script> tags once globally.

      - -

      The code snipped for Embedded Analytics JS can also be generated interactively in Metabase through + New > Embed, see Quickstart.

      - -

      Customizing embeds

      - -

      The exact customization options you see will depend on what type of entity you’re embedding.

      - -

      When you’re creating a new embed using + New > Embed, you’ll see customization the following options in the interactive creating flow. These options correspond to parameters in components, see Components.

      - -
        -
      • -

        Allow users to drill through on data points: determines whether users can interact with the chart (or charts on a dashboard). This includes drilling down to individual records from aggregated questions, filtering on click, zooming in, etc, see Drill-through. Disabling this option for an embedded question will also disable people’s ability to add filters and summaries.

        -
      • -
      • -

        Allow downloads: determines whether people can download the results of questions and save the dashboard as a PDF.

        -
      • -
      • -

        Allow users to save new questions: disabling this will disallow people from saving new questions. In particular, when embedding the query builder, this means that while people will be able to build their own explorations, they won’t be able to save them.

        -
      • -
      • -

        Parameters: for dashboard filters, SQL variables, and time grouping parameters, you can add default values. The default value you add to this option will override the default values for the parameter specified at the dashboard/question level. For dashboard filters and parameters, you can choose whether the parameter should be hidden from people viewing the dashboard.

        -
      • -
      • -

        Show title: what it says on the tin.

        -
      • -
      - -

      Configuring embeds

      - -

      You can use the defineMetabaseConfig() function to define the configuration that applies to every embed in the page. The function defineMetabaseConfig() accepts the following parameters:

      - -
        -
      • -

        instanceUrl: "https://your-metabase-url" (required): the URL of your Metabase instance, e.g. https://youlooknicetoday.metabaseapp.com

        -
      • -
      • -

        theme: {...} (optional): appearance options for the embeds, see Theming.

        -
      • -
      • -

        useExistingUserSession: true|false (optional, for development only) - allows you to preview the embed locally by using your Metabase’s admin user account session. Only supported in Google Chrome.

        -
      • -
      • -

        apiKey: mb_YourAPIKey (optional, for development only) - alternative way of previewing the embeds locally using the API key.

        -
      • -
      - -

      Theming

      - -

      You can specify colors, fonts, configure spacing, etc in the theme parameter of the embed configuration.

      - -

      For example, this will define the font, color, and size for text, color for backgrounds, and colors for filters and summaries:

      - -
      <script>
      -  defineMetabaseConfig({
      -    instanceUrl: "http://your-metabase-url",
      -    theme: {
      -      fontFamily: "Lato",
      -      fontSize: "16px",
      -      colors: {
      -        background: "#11123d",
      -        "text-primary": "#f9f9fc",
      -        brand: "#50e397",
      -        filter: "#7172AD",
      -        summarize: "#88BF4D",
      -      },
      -    },
      -  });
      -</script>
      -
      - -

      For the full list of theme settings, see Appearance.

      - -

      Authentication

      - -

      Use existing user session to test embeds

      - -
      -

      Existing sessions can only be used for testing embeds locally. To make your embeds production-ready, you will need to implement SSO.

      -
      - -

      If you are signed into Metabase, you can leverage that existing session cookie to preview and test the embeds. This will only work in the same browser as you’re using for your Metabase session.

      - -

      To use the add useExistingUserSession: true to defineMetabaseConfig() in your embed code, see Configuring embeds.

      - -
      <script>
      -  defineMetabaseConfig({
      -    instanceUrl: "http://your-metabase-url",
      -    useExistingUserSession: true,
      -  });
      -</script>
      -
      - -

      Note that this will not work in some browsers, or in incognito mode. We recommend using Chrome if you’d like to use existing Metabase sessions to test your embeds.

      - -

      Use API keys to test embeds

      - -
      -

      API keys can only be used for testing embeds locally. To make your embeds production-ready or deploy them to another domain, you will need to implement SSO.

      -
      - -

      To use an API key to test your embeds:

      - -
        -
      1. Create an API key
      2. -
      3. Add apiKey: "YOUR_API_KEY" to defineMetabaseConfig():
      4. -
      - -
      <script>
      -  defineMetabaseConfig({
      -    instanceUrl: "http://your-metabase-url",
      -    apiKey: "mb_hopeyouhaveaniceday",
      -  });
      -</script>
      -
      - -

      Keep in mind that API keys should only be used for testing with trusted users. Anyone with access to the front-end can grab the API key and use it to make requests against the Metabase API. For this reason, we only allow using API keys on localhost.

      - -

      Set up SSO

      - -

      SSO is required to embed in a domain other than localhost.

      - -

      1. In Metabase, configure JWT SSO.

      - -

      2. In your app’s backend, add a new endpoint to handle authentication.

      - -

      You’ll need add a library to your backend to sign your JSON Web Tokens.

      - -

      For Node.js, we recommend jsonwebtoken:

      - -
      npm install jsonwebtoken --save
      -
      - -

      Next, set up an endpoint on your backend (e.g., /sso/metabase) that uses your Metabase JWT shared secret to generate a JWT for the authenticated user. This endpoint must return a JSON object with a jwt property containing the signed JWT. For example: { "jwt": "your-signed-jwt" }.

      - -

      This example code for Node.js sets up an endpoint using Express:

      - -
      import express from "express";
      -import cors from "cors";
      -import session from "express-session";
      -import jwt from "jsonwebtoken";
      -import fetch from "node-fetch";
      -
      -// Replace this with your Metabase URL
      -const METABASE_INSTANCE_URL = "YOUR_METABASE_URL_HERE";
      -// Replace this with the JWT signing secret you generated when enabling
      -// JWT SSO in your Metabase.
      -const METABASE_JWT_SHARED_SECRET = "YOUR_SECRET_HERE";
      -
      -const app = express();
      -
      -app.get("/sso/metabase", async (req, res) => {
      -  // Usually, you would grab the user from the current session
      -  // Here it's hardcoded for demonstration purposes
      -  // Example:
      -  // const { user } = req.session;
      -  const user = {
      -    email: "rene@example.com",
      -    firstName: "Rene",
      -    lastName: "Descartes",
      -    group: "Customer",
      -  };
      -
      -  if (!user) {
      -    console.log("no user");
      -    res.status(401).json({
      -      status: "error",
      -      message: "not authenticated",
      -    });
      -
      -    return;
      -  }
      -
      -  const token = jwt.sign(
      -    {
      -      email: user.email,
      -      first_name: user.firstName,
      -      last_name: user.lastName,
      -      groups: [user.group],
      -      exp: Math.round(Date.now() / 1000) + 60 * 10, // 10 minutes expiration
      -    },
      -    METABASE_JWT_SHARED_SECRET,
      -  );
      -  // The user backend should return a JSON object with the JWT.
      -  res.status(200).json({ jwt: token });
      -});
      -
      - -

      See more examples in the Embedding SDK docs.

      - -

      3. Embeds will use SSO automatically by default

      - -

      Metabase will use JWT SSO by default if no other auth method is specified. Make sure you don’t use apiKey or useExistingUserSession in your configuration to enable SSO use.

      - -

      Components

      - -

      There are different components available that enable different experiences for the end-user.

      - -
      -

      While you can use some component parameters to show or hide part of the embedded component, these parameters are not a substitute for setting up to prevent unwanted access to data or collections. Use these options as a way to streamline the user experience. Users could obtain their token from the front-end and use it to query the Metabase API.

      -
      - -

      Dashboard

      - -
      <metabase-dashboard dashboard-id="1" with-title="true" with-downloads="false">
      -</metabase-dashboard>
      -
      - -

      Renders a dashboard.

      - -

      Required parameters:

      - -
        -
      • dashboard-id - This can be a regular ID or an entity ID. Using Entity IDs in your embeds will ensure sure that the IDs are stable when exporting from one Metabase and importing to another Metabase.
      • -
      - -

      Optional parameters:

      - -
        -
      • with-title (default is true) - show dashboard title in the embed
      • -
      • with-downloads (default is false) - show the button to download dashboard as PDF, and download results of questions
      • -
      • drills (default is true) - lets you drill-through the dashboard
      • -
      • -

        initial-parameters - default value for dashboard filters, e.g. { 'productId': '42' }.

        - -

        Make sure to use single quotes if you are surrounding your attribute value with double quotes:

        - -
        <metabase-dashboard
        -  dashboard-id="1"
        -  initial-parameters="{ 'productId': '42' }"
        -></metabase-dashboard>
        -
        -
      • -
      • -

        hidden-parameters - list of filter names to hide from the dashboard, e.g. ['productId;]

        - -

        Make sure to use single quotes if you are surrounding your attribute value with double quotes:

        - -
        <metabase-dashboard
        -  dashboard-id="1"
        -  hidden-parameters="['productId']"
        -></metabase-dashboard>
        -
        -
      • -
      - -

      Question

      - -
      <metabase-question question-id="1"></metabase-question>
      -
      - -

      Renders a question (chart).

      - -

      Required parameters:

      - -
        -
      • -

        question-id - This can be a regular ID or an entity ID. Using Entity IDs in your embeds will ensure sure that the IDs are stable when exporting from one Metabase and importing to another Metabase.

        - -

        Use question-id="new" to embed the query builder exploration interface.

        -
      • -
      - -

      Optional parameters:

      - -
        -
      • drills (default is true) - lets you drill-through the question
      • -
      • with-title (default is true) - render the title or not
      • -
      • with-downloads (default is false) - render the downloads or not
      • -
      • initial-sql-parameters - default value for SQL parameters, only applicable to native SQL questions. e.g. { "productId": "42" }
      • -
      • is-save-enabled (default is false)
      • -
      • target-collection - this is to enforce saving into a particular collection. Values: regular ID, entity ID, "personal”, "root”
      • -
      - - -
      -
      - -

      - Read docs for other versions of Metabase. -

      - -
      -
      - -
      - -
      -
      -
      Was this helpful?
      - - -
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      -

      - -
      - - - -
      -
      - -
      -
      Thanks for your feedback!
      -
      - - - - Want to improve these docs? Propose a change. - - -
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      - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - \ No newline at end of file diff --git a/_site/docs/master/embedding/images/embed-flow-options.png b/_site/docs/master/embedding/images/embed-flow-options.png deleted file mode 100644 index fa4c6163d6..0000000000 Binary files a/_site/docs/master/embedding/images/embed-flow-options.png and /dev/null differ diff --git a/_site/docs/master/embedding/interactive-embedding-quick-start-guide.html b/_site/docs/master/embedding/interactive-embedding-quick-start-guide.html index c1193af2df..ec74309fae 100644 --- a/_site/docs/master/embedding/interactive-embedding-quick-start-guide.html +++ b/_site/docs/master/embedding/interactive-embedding-quick-start-guide.html @@ -4723,6 +4723,14 @@
      Other resources
      @@ -5062,9 +5062,7 @@

      Synchronize groups bet

      In Metabase’s admin section, go to Settings > Authentication. Scroll to the JWT card and click Edit.

      -

      In the Group schema section, toggle on Synchronize group memberships. If the names of groups in the groups array match Metabase group names exactly (e.g. both are "Customer Acme"), then the groups will be mapped automatically.

      - -

      If the JWT group names and Metabase group names don’t match, then for each group you want to sync, add a group mapping. When you click New mapping, enter “Customer-Acme”, the string that you included in the groups array in your JWT payload. You can then associate that group name with the Metabase group “Customer Acme” that we created earlier.

      +

      In the Group schema section, toggle on Synchronize group memberships. For each group you want to sync, add a group mapping. When you click New mapping, enter “Customer-Acme”, the string that you included in the groups array in your JWT payload. You can then associate that group name with the Metabase group “Customer Acme” that we created earlier.

      Mapping user attributes to groups.

      diff --git a/_site/docs/master/embedding/interactive-embedding.html b/_site/docs/master/embedding/interactive-embedding.html index 9ecb397bc1..de8004ad96 100644 --- a/_site/docs/master/embedding/interactive-embedding.html +++ b/_site/docs/master/embedding/interactive-embedding.html @@ -4723,6 +4723,14 @@

      Other resources
      diff --git a/_site/docs/master/embedding/interactive-ui-components.html b/_site/docs/master/embedding/interactive-ui-components.html index 3ee2b30d71..eb4692b32c 100644 --- a/_site/docs/master/embedding/interactive-ui-components.html +++ b/_site/docs/master/embedding/interactive-ui-components.html @@ -4723,6 +4723,14 @@
      Other resources
      diff --git a/_site/docs/master/embedding/introduction.html b/_site/docs/master/embedding/introduction.html index 6c11882d42..0bc8d022e6 100644 --- a/_site/docs/master/embedding/introduction.html +++ b/_site/docs/master/embedding/introduction.html @@ -4723,6 +4723,14 @@
      Other resources
      diff --git a/_site/docs/master/embedding/public-links.html b/_site/docs/master/embedding/public-links.html index 8af8c71e48..1db746435b 100644 --- a/_site/docs/master/embedding/public-links.html +++ b/_site/docs/master/embedding/public-links.html @@ -4723,6 +4723,14 @@
      Other resources
      diff --git a/_site/docs/master/embedding/sdk/api/MetabaseCollectionItem.html b/_site/docs/master/embedding/sdk/api/MetabaseCollectionItem.html index f26afcb96a..5546c0b0f4 100644 --- a/_site/docs/master/embedding/sdk/api/MetabaseCollectionItem.html +++ b/_site/docs/master/embedding/sdk/api/MetabaseCollectionItem.html @@ -24,13 +24,13 @@

      Type Alias MetabaseCollectionItem

      The CollectionItem entity

      -
      type MetabaseCollectionItem = {
          description: string | null;
          entity_id?: SdkEntityId;
          id: SdkCollectionId;
          "last-edit-info"?: {
              email: string;
              first_name: string;
              id: SdkUserId;
              last_name: string;
              timestamp: string;
          };
          model: string;
          name: string;
          type?: | "instance-analytics"
          | "trash"
          | "model"
          | "question"
          | "metric"
          | null;
      }
      Index

      Properties

      type MetabaseCollectionItem = {
          description: string | null;
          entity_id?: SdkEntityId;
          id: SdkCollectionId;
          "last-edit-info"?: {
              email: string;
              first_name: string;
              id: SdkUserId;
              last_name: string;
              timestamp: string;
          };
          model: string;
          name: string;
          type?: | "instance-analytics"
          | "trash"
          | "model"
          | "question"
          | "metric"
          | "in_document"
          | null;
      }
      Index

      Properties

      description: string | null
      entity_id?: SdkEntityId
      "last-edit-info"?: {
          email: string;
          first_name: string;
          id: SdkUserId;
          last_name: string;
          timestamp: string;
      }
      model: string
      name: string
      type?: "instance-analytics" | "trash" | "model" | "question" | "metric" | null

      +

      Properties

      description: string | null
      entity_id?: SdkEntityId
      "last-edit-info"?: {
          email: string;
          first_name: string;
          id: SdkUserId;
          last_name: string;
          timestamp: string;
      }
      model: string
      name: string
      type?:
          | "instance-analytics"
          | "trash"
          | "model"
          | "question"
          | "metric"
          | "in_document"
          | null

      \ No newline at end of file diff --git a/_site/docs/master/embedding/sdk/appearance.html b/_site/docs/master/embedding/sdk/appearance.html index 1cea3cfa8f..77f29a7189 100644 --- a/_site/docs/master/embedding/sdk/appearance.html +++ b/_site/docs/master/embedding/sdk/appearance.html @@ -4723,6 +4723,14 @@
      Other resources
      diff --git a/_site/docs/master/embedding/sdk/authentication.html b/_site/docs/master/embedding/sdk/authentication.html index 04fa86acfb..76bf798af0 100644 --- a/_site/docs/master/embedding/sdk/authentication.html +++ b/_site/docs/master/embedding/sdk/authentication.html @@ -4723,6 +4723,14 @@
      Other resources
      diff --git a/_site/docs/master/embedding/sdk/collections.html b/_site/docs/master/embedding/sdk/collections.html index f873666d59..f9a81dc1ec 100644 --- a/_site/docs/master/embedding/sdk/collections.html +++ b/_site/docs/master/embedding/sdk/collections.html @@ -4723,6 +4723,14 @@
      Other resources
      diff --git a/_site/docs/master/embedding/sdk/config.html b/_site/docs/master/embedding/sdk/config.html index bff7fd0d47..969fdbe136 100644 --- a/_site/docs/master/embedding/sdk/config.html +++ b/_site/docs/master/embedding/sdk/config.html @@ -4723,6 +4723,14 @@
      Other resources
      diff --git a/_site/docs/master/embedding/sdk/dashboards.html b/_site/docs/master/embedding/sdk/dashboards.html index 280555f538..9d464e99b9 100644 --- a/_site/docs/master/embedding/sdk/dashboards.html +++ b/_site/docs/master/embedding/sdk/dashboards.html @@ -4723,6 +4723,14 @@
      Other resources
      diff --git a/_site/docs/master/embedding/sdk/introduction.html b/_site/docs/master/embedding/sdk/introduction.html index d1e71877fd..cfb780e51e 100644 --- a/_site/docs/master/embedding/sdk/introduction.html +++ b/_site/docs/master/embedding/sdk/introduction.html @@ -4723,6 +4723,14 @@
      Other resources
      @@ -4954,7 +4954,6 @@

      Changelog

      View the SDK’s changelog:

        -
      • 56-stable
      • 55-stable
      • 54-stable
      • 53-stable
      • diff --git a/_site/docs/master/embedding/sdk/next-js.html b/_site/docs/master/embedding/sdk/next-js.html index 28d826a08a..340a7709d7 100644 --- a/_site/docs/master/embedding/sdk/next-js.html +++ b/_site/docs/master/embedding/sdk/next-js.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/embedding/sdk/plugins.html b/_site/docs/master/embedding/sdk/plugins.html index 6d38cc88cc..c0b5678cf0 100644 --- a/_site/docs/master/embedding/sdk/plugins.html +++ b/_site/docs/master/embedding/sdk/plugins.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/embedding/sdk/questions.html b/_site/docs/master/embedding/sdk/questions.html index 4fdafd349a..aeed4e3e8f 100644 --- a/_site/docs/master/embedding/sdk/questions.html +++ b/_site/docs/master/embedding/sdk/questions.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/embedding/sdk/quickstart-cli.html b/_site/docs/master/embedding/sdk/quickstart-cli.html index 2eb98ae2c9..992a4d0890 100644 --- a/_site/docs/master/embedding/sdk/quickstart-cli.html +++ b/_site/docs/master/embedding/sdk/quickstart-cli.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/embedding/sdk/quickstart-with-sample-app.html b/_site/docs/master/embedding/sdk/quickstart-with-sample-app.html index 895632b4f6..a355bb2cdc 100644 --- a/_site/docs/master/embedding/sdk/quickstart-with-sample-app.html +++ b/_site/docs/master/embedding/sdk/quickstart-with-sample-app.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/embedding/sdk/quickstart.html b/_site/docs/master/embedding/sdk/quickstart.html index 2de907c69a..a72523fb34 100644 --- a/_site/docs/master/embedding/sdk/quickstart.html +++ b/_site/docs/master/embedding/sdk/quickstart.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/embedding/sdk/upgrade.html b/_site/docs/master/embedding/sdk/upgrade.html index f6c7cf2370..d246378309 100644 --- a/_site/docs/master/embedding/sdk/upgrade.html +++ b/_site/docs/master/embedding/sdk/upgrade.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/embedding/sdk/version.html b/_site/docs/master/embedding/sdk/version.html index 7f7da3963a..519883fac7 100644 --- a/_site/docs/master/embedding/sdk/version.html +++ b/_site/docs/master/embedding/sdk/version.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/embedding/securing-embeds.html b/_site/docs/master/embedding/securing-embeds.html index 4da14c8eca..61bb0a85ea 100644 --- a/_site/docs/master/embedding/securing-embeds.html +++ b/_site/docs/master/embedding/securing-embeds.html @@ -49,7 +49,7 @@ - + @@ -59,7 +59,7 @@ - + @@ -4723,6 +4723,14 @@
        Other resources
        @@ -4841,6 +4841,23 @@
        Other resources

        Securing embedded Metabase

        +
        + + customer-facing-analytics-with-metabase +
        +

        + Join our weekly 15-minute overview of Embedded Analytics with Metabase +

        +

        + Register now + + + +

        +
        +
        +
        +

        Securing embeds with authentication and authorization

        There are two basic ways to secure stuff on the internet:

        diff --git a/_site/docs/master/embedding/start.html b/_site/docs/master/embedding/start.html index 7762e85745..ebf543ed1e 100644 --- a/_site/docs/master/embedding/start.html +++ b/_site/docs/master/embedding/start.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/embedding/static-embedding-parameters.html b/_site/docs/master/embedding/static-embedding-parameters.html index f69b6d602d..49348b4a62 100644 --- a/_site/docs/master/embedding/static-embedding-parameters.html +++ b/_site/docs/master/embedding/static-embedding-parameters.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/embedding/static-embedding.html b/_site/docs/master/embedding/static-embedding.html index 6862804fab..be61424659 100644 --- a/_site/docs/master/embedding/static-embedding.html +++ b/_site/docs/master/embedding/static-embedding.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/embedding/translations.html b/_site/docs/master/embedding/translations.html index c7ef29d13d..1a160690fe 100644 --- a/_site/docs/master/embedding/translations.html +++ b/_site/docs/master/embedding/translations.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/exploration-and-organization/collections.html b/_site/docs/master/exploration-and-organization/collections.html index 13bf076355..86aec11e77 100644 --- a/_site/docs/master/exploration-and-organization/collections.html +++ b/_site/docs/master/exploration-and-organization/collections.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/exploration-and-organization/content-verification.html b/_site/docs/master/exploration-and-organization/content-verification.html index 0a3296bda5..abba772df6 100644 --- a/_site/docs/master/exploration-and-organization/content-verification.html +++ b/_site/docs/master/exploration-and-organization/content-verification.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/exploration-and-organization/data-model-reference.html b/_site/docs/master/exploration-and-organization/data-model-reference.html index a32535ffb7..7549be64a4 100644 --- a/_site/docs/master/exploration-and-organization/data-model-reference.html +++ b/_site/docs/master/exploration-and-organization/data-model-reference.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/exploration-and-organization/delete-and-restore.html b/_site/docs/master/exploration-and-organization/delete-and-restore.html index ec6fdc2552..a602808bba 100644 --- a/_site/docs/master/exploration-and-organization/delete-and-restore.html +++ b/_site/docs/master/exploration-and-organization/delete-and-restore.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/exploration-and-organization/events-and-timelines.html b/_site/docs/master/exploration-and-organization/events-and-timelines.html index 080abd4ff2..a3ab52da86 100644 --- a/_site/docs/master/exploration-and-organization/events-and-timelines.html +++ b/_site/docs/master/exploration-and-organization/events-and-timelines.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/exploration-and-organization/exploration.html b/_site/docs/master/exploration-and-organization/exploration.html index 450f854feb..f66d397bca 100644 --- a/_site/docs/master/exploration-and-organization/exploration.html +++ b/_site/docs/master/exploration-and-organization/exploration.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/exploration-and-organization/history.html b/_site/docs/master/exploration-and-organization/history.html index d6ecbbbfe3..5a8f4c4449 100644 --- a/_site/docs/master/exploration-and-organization/history.html +++ b/_site/docs/master/exploration-and-organization/history.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/exploration-and-organization/keyboard-shortcuts.html b/_site/docs/master/exploration-and-organization/keyboard-shortcuts.html index cdb578f3ae..3c8346e8f2 100644 --- a/_site/docs/master/exploration-and-organization/keyboard-shortcuts.html +++ b/_site/docs/master/exploration-and-organization/keyboard-shortcuts.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/exploration-and-organization/start.html b/_site/docs/master/exploration-and-organization/start.html index f811bb760f..681229d16c 100644 --- a/_site/docs/master/exploration-and-organization/start.html +++ b/_site/docs/master/exploration-and-organization/start.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/exploration-and-organization/uploads.html b/_site/docs/master/exploration-and-organization/uploads.html index 0706ec26ee..fe5874ef70 100644 --- a/_site/docs/master/exploration-and-organization/uploads.html +++ b/_site/docs/master/exploration-and-organization/uploads.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/exploration-and-organization/x-rays.html b/_site/docs/master/exploration-and-organization/x-rays.html index b77a0714bf..8ad5c5416e 100644 --- a/_site/docs/master/exploration-and-organization/x-rays.html +++ b/_site/docs/master/exploration-and-organization/x-rays.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/index.html b/_site/docs/master/index.html index 20908e5d20..f40410d392 100644 --- a/_site/docs/master/index.html +++ b/_site/docs/master/index.html @@ -4718,6 +4718,14 @@
        Other resources
        @@ -4837,6 +4837,14 @@
        Other resources
        diff --git a/_site/docs/master/installation-and-operation/accessibility.html b/_site/docs/master/installation-and-operation/accessibility.html index 9aa9d5993a..ed7f4d2b53 100644 --- a/_site/docs/master/installation-and-operation/accessibility.html +++ b/_site/docs/master/installation-and-operation/accessibility.html @@ -4723,6 +4723,14 @@
        Other resources
        diff --git a/_site/docs/master/installation-and-operation/activating-the-enterprise-edition.html b/_site/docs/master/installation-and-operation/activating-the-enterprise-edition.html index 1bc05402c6..63cf68fae3 100644 --- a/_site/docs/master/installation-and-operation/activating-the-enterprise-edition.html +++ b/_site/docs/master/installation-and-operation/activating-the-enterprise-edition.html @@ -4723,6 +4723,14 @@
        Other resources
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        @@ -4874,22 +4874,17 @@

        Typical flow
      • Metabase verifies the JSON Web Token, logs the person in, then redirects the person to their original destination, /question/1-superb-question.
    -

    Set up JWT authentication

    +

    Enabling JWT authentication

    -

    Navigate to the Admin>Settings section of the Admin area, then click on the Authentication > JWT tab.

    +

    Navigate to the Admin>Settings section of the Admin area, then click on the Authentication tab. Click the Configure button in the JWT section of this page, and you’ll see this form:

    JWT form

    Here’s a breakdown of each of the settings:

    - +

    JWT Identity Provider URI: This is where Metabase will redirect login requests. That is, it’s where your users go to log in through your identity provider.

    + +

    String Used by the JWT Signing Key: The string used to seed the private key used to validate JWT messages. Both Metabase and the authentication app should have the same JWT signing key.

    User attribute configuration (optional)

    @@ -4897,64 +4892,40 @@

    User attribute configuration (opt
    • Email attribute: the key to retrieve each JWT user’s email address.
    • -
    • First name attribute: the key to retrieve each JWT user’s first name.
    • -
    • Last name attribute: if you guessed that this is the key to retrieve each JWT user’s last name, well then you have been paying attention.
    • -
    • Group assignment attribute: the key to retrieve each JWT user’s group assignments.
    • +
    • First Name attribute: the key to retrieve each JWT user’s first name.
    • +
    • Last Name attribute: if you guessed that this is the key to retrieve each JWT user’s last name, well then you have been paying attention.

    You can send additional user attributes to Metabase by adding the attributes as key/value pairs to your JWT. These attributes will be synced on every login.

    Configure group mappings

    -

    You can use your JWT to assign Metabase users to custom Metabase groups based on their attributes, e.g. automatically assign everyone with a certain JWT attribute to the Sales group in Metabase. This can be helpful for permissions management at scale.

    - -

    You can configure JWT group assignments through Metabase’s Admin interface, or by setting environment variables.

    - -

    Configure group mapping in Metabase

    +

    You can use your JWT to assign Metabase users to custom groups.

      -
    1. Add groups to your JWT: groups: ["group_name"]. The attribute key (e.g. groups) should match the Group assignment attribute in Metabase.
    2. -
    3. In Metabase JWT settings, under Group Sync, toggle on Synchronize Group Memberships
    4. -
    5. -

      If the group names in your JWT match the Metabase group names, they will be synced automatically, and you don’t need to set up mappings manually.

      -
    6. -
    7. Otherwise, click New mapping and add the name of a JWT group.
    8. +
    9. Add groups to your JWT: groups: ["group_name"].
    10. +
    11. In Metabase, go to the Admin panel and switch to Setting > Authentication tab.
    12. +
    13. Click the Configure button under JWT.
    14. +
    15. Under Group Schema, turn on the toggle Synchronize Group Memberships
    16. +
    17. Click New mapping and add the name of a JWT group.
    18. In the row that appears, click the dropdown to pick the Metabase group(s) that this should map to. Metabase JWT group mappings
    19. Repeat this for each of the groups you want to map.
    -

    Configure group mapping through environment variables

    +

    Alternatively, you can define the mappings between JWT and Metabase groups using the environment variable MB_JWT_GROUP_MAPPINGS. It accepts a JSON object where the keys are JWT groups and the values are lists of Metabase groups IDs. For example:

    -

    You can use the following environment variables to configure JTW group mappings instead of configuring them in Metabase’s Admin settings:

    +
    MB_JWT_GROUP_MAPPINGS='{"extHR":[7], "extSales":[3,4]}'
    +
    - +

    where extHR, extSales are names of JWT groups and 3,4,7 are IDs of Metabase groups.

    -

    If group mappings are not specified, Metabase will match groups by name

    +

    You can find Metabase Group ID in the URL for the group page, like http://your-metabase-url/admin/people/groups/<ID>. “All Users” group has ID 1 and “Administrators” group has ID 2.

    -

    If you don’t specify any group mappings in Metabase’s Admin settings or via MB_JWT_GROUP_MAPPINGS environment variables, then Metabase will try to assign Metabase groups to users based on the matching names. If the names of groups in the JWT group attribute array match Metabase group names exactly (e.g. both are "Sales"), then the groups will be mapped automatically.

    +

    You can also use the environment variable MB_JWT_GROUP_SYNC to turn group sync on or off.

    -

    If you add group mappings manually, Metabase will not try to also match groups by names.

    +
    MB_JWT_GROUP_SYNC=true
    +

    Creating Metabase accounts with SSO

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