Connect a Parent Instance
Let's get started on the first of two main steps that we will cover. First we will need to connect your main Domo instance (the primary Domo instance) to your Admin Portal.
- To do this navigate to the menu option of Settings and then toggle to Global Settings.
- Scroll down to the Authentication Credentials section and click Edit to open the menu and click the + Add Credential button.
Once we create this connection to Domo we will be able to create infinite sub-instances of Domo Platform Embed.
In the next steps I will walk you through what value should go in each of these inputs.
- In a new browser tab open up your Domo instance.
- Then navigate to the top menu option of Admin and then select to Instance Manager under the Domo Everywhere section.
- Open the section labeled Embed and toggle to ROUTING.
IMPORTANT STEP
Before we start obtaining the necessary credentials, let's take a quick second and grant our user portal url(s) access by adding them to the "Domain name" list.
- Example if your users log in to analytics.clearsquare.co,
- Then you should enter in https://analytics.clearsquare.co
- You can use the wildcard start symbol "*" if you are unsure of what subdomain(s) you will use.
- i.e. https://*.clearsquare.co
- If there are multiple subdomains/domains add them all here. Unlisted domains cannot host a JWT embedded environment.
- You are already on the ROUTING tab so select the Authentication Method of JWT Secret
- Click the GENERATE SECRET button and copy the token to your Admin Portal.
- The next step is copying over the value of the "Embed URL for identity broker" to your Admin Portal.
- For this input we will navigate to the tab MAPPING.
- You should see a value in "Key attribute" input.
- Is this value blank for you? (See directions found below this image).
If your "Key attribute" input is blank then click the EDIT button in the top left.
- Enter in the label/name that distinquishes your different instances.
- Do you not know what to call this value?
- If this is the case, I would recommend "keyAttribute".
- This is the default option in your Admin Portal and means that you don't need to change anything in the form, but if you do have a value make sure to copy it over!
All the entries should be filled. Now all that's left to do is submit the form and it will allow you to use your main Domo Instance to create JWT embedded instances.
