Overview

External embedding enables delivering data to users outside of the business, living in other applications. Reporting can be mapped to row level permissions, allowing many users to access identical reports filtered to only their own data. In order to set up an external embed experience you must be an Admin and contact Support to turn on the license feature.

There are several ways organizations embed Omni content:

• simple, interactive dashboards for high-level summaries
• ephemeral workbooks to give their users deeper access to their data
• more robust data applications

All of those use cases leverage the same base technology: creating an authorized Omni URL that you will use in an iframe. The URL contains the content you want to share, the ID of the user in your system, and the attributes you want that user to have. You'll then sign the URL with a secret key provided by Omni.

Make sure your data security is set up correctly in Omni before you start.