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Copy file name to clipboardExpand all lines: site/sigmaguides/src/embedding_01_getting_started_v3/embedding_01_getting_started_v3.md
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@@ -23,7 +23,7 @@ Additionally, it will demonstrate how to set up a local web application so that
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Sigma also provides an embed sandbox that is built into the product. For more information, see [Test an embed URL in the embed sandbox](https://help.sigmacomputing.com/docs/test-an-embed-url-in-the-embed-sandbox)
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The local web application (e.g., native application) refers to the customer-developed application that Sigma is embedded into.
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The local web application (e.g., host application) refers to the customer-developed application that Sigma is embedded into.
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We will use code from a public Git repository, VS Code, Node.js, Javascript and HTML in this QuickStart series.
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### Secure embedding with JSON Web Tokens (JWT)
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JWT is the preferred method for secure embedding with Sigma. [JWT](https://en.wikipedia.org/wiki/JSON_Web_Token) which is an open, industry-standard [RFC 7519](https://www.rfc-editor.org/rfc/rfc7519) method for representing claims securely between two parties.
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JWT is used when a company embeds Sigma content directly into a native application that they want to embed Sigma content directly into while retaining security, tenancy, and a tailored user experience.
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JWT is used when a company embeds Sigma content directly into a host application that they want to embed Sigma content directly into while retaining security, tenancy, and a tailored user experience.
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For example, a company may have an internal web site that employees have to log into using single sign-on where they want to provide a dashboard that only shows data filtered for each employee’s region.
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### Step-by-Step JWT Flow:
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**1. Client Request (i.e., end user's web browser):**<br>
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The client (e.g., the end-user's browser in the native application) sends a request to the server to obtain a URL for accessing embedded Sigma content. This request may include user-related information, such as identity or a general request for access to Sigma content.
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The client (e.g., the end-user's browser in the host application) sends a request to the server to obtain a URL for accessing embedded Sigma content. This request may include user-related information, such as identity or a general request for access to Sigma content.
This URL includes the signed JWT that will be used to authenticate and authorize the user when they access the embedded Sigma content.
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**4. Client Accesses the Signed URL:**<br>
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When the client (e.g., the end-user's browser in the native application) loads the signed URL, Sigma verifies the JWT. Sigma ensures that:
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When the client (e.g., the end-user's browser in the host application) loads the signed URL, Sigma verifies the JWT. Sigma ensures that:
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- The JWT signature is valid, confirming that the token has not been tampered with.
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- The claims (like sub, roles, exp) are still valid, checking whether the user is authorized and whether the token is within its allowed time frame.
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<!-- END OF SECTION-->
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## Sample Native App
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## Sample Host App
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Duration: 5
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The sample app is built with Node.js, HTML, and JavaScript.
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<imgsrc="assets/gs_19.png"width="800"/>
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<asideclass="positive">
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<strong>IMPORTANT:</strong><br> The primary things required to embed Sigma into any native application are embed-api.js and an iframe. We've added extra functionality to the sample app to make the demonstration of various topics easier for the reader.
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<strong>IMPORTANT:</strong><br> The primary things required to embed Sigma into any host application are embed-api.js and an iframe. We've added extra functionality to the sample app to make the demonstration of various topics easier for the reader.
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</aside>
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### Environment file (.env)
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Sigma has some features that will make this easier for us.
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### Users
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We already have an administrative user, and we will add additional users on-the-fly from our native application.
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We already have an administrative user, and we will add additional users on-the-fly from our host application.
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Recall that embed users are added at runtime—the first time they access any content embedded in the parent application.
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Their permission level is also set automatically by the embed API, via a required parameter that specifies the Sigma account type they are assigned.
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<asideclass="positive">
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<strong>Automatic embed user account creation:</strong><br>
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Some customers prefer to only use their own authentication provider to manage users and have authenticated users be automatically created in Sigma upon successful logon to the native application.
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Some customers prefer to only use their own authentication provider to manage users and have authenticated users be automatically created in Sigma upon successful logon to the host application.
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When using JWT-signed URLs for your secure embeds, administrators have the option to disable automatic embed user account creation and update for non-Sigma users (e.g. embed users).
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This allows any Sigma workbook, page, or element(s) to be embedded.
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For example, we can grab the Base URL for the [Ask Sigma](https://help.sigmacomputing.com/docs/embed-ask-sigma) page from the browser and use it to embed Ask Sigma inside the native application.
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For example, we can grab the Base URL for the [Ask Sigma](https://help.sigmacomputing.com/docs/embed-ask-sigma) page from the browser and use it to embed Ask Sigma inside the host application.
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<asideclass="positive">
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<strong>IMPORTANT:</strong><br> When using the "Base URL", the workbook must be switched to the published version.
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## Embed Sandbox
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Duration: 5
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Sigma also provides an "in-product" embed sandbox that allows you to test your embed before integrating it into the native application. This allows you to view the content from the embed user’s perspective to verify security settings and other configurations.
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Sigma also provides an "in-product" embed sandbox that allows you to test your embed before integrating it into the host application. This allows you to view the content from the embed user’s perspective to verify security settings and other configurations.
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Open the workbook’s menu and select `Share and export`, then `Embedding...`:
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## Tracking User Activity
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Duration: 5
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There are a few ways to see what embed users are doing in Sigma. After a user accesses a page in the native application that contains embedded content, they are automatically added to the `Members` list in `Administration` > `People`:
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There are a few ways to see what embed users are doing in Sigma. After a user accesses a page in the host application that contains embedded content, they are automatically added to the `Members` list in `Administration` > `People`:
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<imgsrc="assets/gs_28.png"width="800"/>
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<asideclass="positive">
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<strong>IMPORTANT:</strong><br> Any changes to an embed user’s account type or team assignment in Sigma will be overwritten the next time they access embedded content. This is because the native application is responsible for passing those parameters at runtime. Users marked as "embed" in Sigma cannot log in directly to Sigma.
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<strong>IMPORTANT:</strong><br> Any changes to an embed user’s account type or team assignment in Sigma will be overwritten the next time they access embedded content. This is because the host application is responsible for passing those parameters at runtime. Users marked as "embed" in Sigma cannot log in directly to Sigma.
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</aside>
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Customers can enable audit logging and manually analyze raw event logs if preferred. Logs can be exported for integration with external systems.
Copy file name to clipboardExpand all lines: site/sigmaguides/src/embedding_02_federated_access_v3/embedding_02_federated_access_v3.md
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Sigma employs federated user access to cater to all these needs and beyond. This is often realized through single sign-on (SSO) technologies and the establishment of trust relationships between the systems involved.
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With Sigma embedding, users log in to your application (the "native application"), get authenticated (with an optional role assignment), and this information is conveyed to Sigma when a part of your app requires embedding.
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With Sigma embedding, users log in to your application (the "host application"), get authenticated (with an optional role assignment), and this information is conveyed to Sigma when a part of your app requires embedding.
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It's crucial to note that Sigma has its own proprietary role-based access control (RBAC) system. While some customers exclusively use this system, many others with an existing identity management provider (IDP) prefer to integrate that with Sigma.
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For more information, see [using SSO with Sigma](https://help.sigmacomputing.com/docs/single-sign-on-with-saml)
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Additional information is also available: [managing user and teams with SCIM](https://help.sigmacomputing.com/docs/manage-users-and-teams-with-scim)
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In this QuickStart, we will use the local native application framework we created in [Embedding 01: Getting Started](https://quickstarts.sigmacomputing.com/guide/embedding_03_secure_access/index.html?index=..%2F..index#0)
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In this QuickStart, we will use the local host application framework we created in [Embedding 01: Getting Started](https://quickstarts.sigmacomputing.com/guide/embedding_03_secure_access/index.html?index=..%2F..index#0)
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<asideclass="positive">
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<strong>IMPORTANT:</strong><br> Some screens in Sigma may appear slightly different from those shown in QuickStarts. This is because Sigma continuously adds and enhances functionality. Rest assured, Sigma’s intuitive interface ensures that any differences will not prevent you from successfully completing any QuickStart.
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## Restrict the Client_A Team To One Element
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Duration: 5
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To make this use case work, we only need to pass different `.env` parameters. This simulates the native application passing parameters to Sigma at runtime.
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To make this use case work, we only need to pass different `.env` parameters. This simulates the host application passing parameters to Sigma at runtime.
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Put the workbook in `Edit` mode and add a new `Bar Chart` from the `Element Bar`.
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Copy file name to clipboardExpand all lines: site/sigmaguides/src/embedding_03_parameters_ua_v3/embedding_03_parameters_ua_v3.md
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This QuickStart provides examples and screenshots of required and optional parameters to help developers understand their use.
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In this QuickStart, we will use the local native application we created in [Embedding 01: Getting Started](https://quickstarts.sigmacomputing.com/guide/embedding_03_secure_access/index.html?index=..%2F..index#0)
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In this QuickStart, we will use the local host application we created in [Embedding 01: Getting Started](https://quickstarts.sigmacomputing.com/guide/embedding_03_secure_access/index.html?index=..%2F..index#0)
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<asideclass="positive">
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<strong>IMPORTANT:</strong><br> Some screens in Sigma may appear slightly different from those shown in QuickStarts. This is because Sigma continuously adds and enhances functionality. Rest assured, Sigma’s intuitive interface ensures that any differences will not prevent you from successfully completing any QuickStart.
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