This is an essential article for anyone planning to use the Embedded Edition of SAP Analytics Cloud.
The Embedded Edition is a slimline version of the regular Enterprise Edition meaning the only connectivity is ‘live’ and only to SAP HANA on SAP Cloud Platform. I describe several other important differences between the two editions and what it means for you from an implementation perspective. It means I’ve created best practices that is particular to this Embedded Edition so that you can avoid unnecessary surprises. I also share a bunch of sample scripts that implement the entire ‘administration’ API saving you a significant effort. The samples come with a comprehensive user guide and detailed step-by-step instructions. It is an ideal resource for anyone setting up the Embedded Edition.
What are the business benefits and use-cases?
This article and the associated sample scripts eases your adoption of the Embedded Edition of SAP Analytics Cloud since
- all the key differences are highlighted and what this means in practical terms and best practices to avoid surprises
- no need to spend time developing code or trying to understand how the ‘administration’ API works, all that has been done for you.
This article is suitable for all use-cases that use the Embedded Edition of SAP Analytics Cloud, but in particular its focus is on the administration aspects, such as security, SAML, life-cycle management, general service administration etc.
Sample Scripts for Administration
A key difference is the service can only be managed via an API since you’re not allowed to be the ‘System Owner’ and you don’t have access to the same system administration user interface as you do with the Enterprise Edition.
To dramatically speed up your adoption I’ve shared a whole bunch of sample scripts. It means there is no need to:
- Understand how the API works
- Develop or write any code
Instead
- All the hard work and thinking has been done for you
- Use sample scripts, developed as Postman Collections, which are freely available
- Every endpoint of the API has been implemented
Meaning, if you’re happy to use Postman then:
- There’s no need to develop or write any code
- Just use the samples provided
- You should find no reason to alter or extend the samples, everything is covered!
Samples consist of
- 18 samples (Collections)
- Over 10,000 lines of code
- 1 ‘Scenario’ for initial security setup of teams, users and roles for use with the SCIM API samples, again developed by me
I’ve encapsulated intelligence into the scripts to ensure the API calls are always valid in addition to managing all the sessions and errors etc. I’ve made everything as easy for you as I can. For example, the sample scripts come with example data files that drive the scripts and these are tailored for this Embedded Edition. There’s even a ‘Scenario’ that uses my other SCIM API Sample Scripts that sets up the security of teams, roles and users just for this Embedded Edition. It means you don’t need to try and work it out for yourself, you just follow the detailed step-by-step instructions to run the scripts.
Best Practices
The API introduces a few subtle implications compared to the user interface and so I’ve shared these insights and a bunch of best practices so you can avoid any surprises. In addition to the sample scripts, I’ve also shared some important and previously undocumented items. To give you an idea they include:
- How to use teams and why you should avoid team folders
- Things you need to do before creating teams
- Why you should create ‘concurrent’ users as ‘named’!
- The differences for SAML SSO and what you can and can’t do compared to the Enterprise Edition
- How to manage connections in the landscape to ensure consistency of connection ids (the API can’t edit a connection, only add or delete them)
- Full documentation of five predefined embedded roles – the official documentation provides the names of two
- Full list of all the ‘system administration’ configuration options and their default settings
Resources
The article is available below and also in other formats. Your complete list of resources
Latest Article | Version 1.0.2 – April 2022 Microsoft PowerPoint Preview Slides Microsoft PowerPoint Download Slides |
Embedded Edition API Sample Scripts for Administration User Guide | Version 0.7.5 – November 2022 .pdf Download .pdf Preview |
Samples (the code) | Version 0.7.5 – November 2022 Github (zip download) Change log |
Contents
- Overview of Embedded Edition
- Comparison between Enterprise and Embedded Editions
- Sample Scripts Overview
- Embedded Role Definitions
Overview of Embedded Edition⤒
Basic introduction⤒
SAP Analytics Cloud Embedded Edition⤒
- Designed for embedding into other applications
- Simplified, cut-down edition compared to the Enterprise Edition
- Simplified user interface with connectivity only to SAP HANA databases on SAP Business Technology Platform on Cloud Foundry environment
- Means only ‘live’ model connections are supported
- Planning and acquired data models are not supported
- Only Stories are supported, unlike Analytic Applications
- Also means any ‘predefined Analytics Applications’ are not supported (contrary to other sources)
- Fully managed via the API
- You cannot create new connections, nor perform any system administration tasks though the user interface
- Instead, these must be performed via the API
- The only form of management via the user interface is to manage teams:
- creating/deleting team and adding/removing users from those teams
Related blog for
Enterprise verse Embedded Comparison
Key official references⤒
- SAP Analytics Cloud, Embedded Edition: Getting Started Guide
- Official SAP documentation for Embedded Edition ‘Development’ and includes:
- Official SAP documentation for the Embedded Edition ‘Endpoints’
API Overview⤒
API’s available for both Enterprise and Embedded Editions:
- Access and Modify Stories and Story Metadata (doc)
- Open Story URL API (doc)
- User and Team Provisioning SCIM API (doc)
- Content Network REST API (doc)
API’s available only for Embedded Edition:
- Managing, Configuring, and Monitoring the SAP Analytics Cloud Tenant API (doc)
- The API is the only way to configure the tenant/service
Managing, Configuring, and Monitoring the SAP Analytics Cloud Tenant API⤒
- The API enables:
- Creating and deleting OAuth Clients, Trusted IdPs and Live Connections
- Resetting the Inconsistent Status should it be necessary
- Displaying the SAML metadata, so allowing you to setup SAML SSO
- Configuring custom Identity Provider(s)
- Updating the list of Trusted Origins and all other system configurations options
- The API doesn’t cover the entire configuration compared to the user interface of the Enterprise Edition
- For example, its not possible to configure:
- R Configuration
- System Event Notifications
- Connection Notifications
- Email Server Configuration
- Default Appearance (Logo, Home Screen Setting, Tiles)
- Catalogue
- For example, its not possible to configure:
Implementation variances for Embedded Edition⤒
- Broadly, Embedded Edition follows all the best practices as for Enterprise Edition, with a few exceptions
- These are discussed in this document and presented as best practices so you can avoid unnecessary surprises
- In summary they are:
- Create teams manually without a team folder
- Create users as regular ‘named users’, even though your license is for ‘concurrent sessions’
- A few differences in how SAML SSO is setup:
- Arguable easier than Enterprise Edition
- Though there’s no option for dynamic user creation
- Create connections with the same consistent name across all environments (development and production etc.)
- Rather than transporting connections to then change them to point to a different data source
- Since you can not edit a connection via the API, only create or delete them
Sample Scripts⤒
- Although the API is the only way to configure the tenant/service, there is no need to:
- Understand how the API works
- Develop or write any code
- Instead
- All the hard work and thinking has been done for you
- Use sample scripts, developed as Postman Collections, which are freely available
- Every endpoint of the API has been implemented
- Meaning, if you’re happy to use Postman then:
- There’s no need to develop or write any code
- Just use the samples provided
- You should find no reason to alter or extend the samples, everything is covered!
- Samples consist of
- 18 Samples (Collections)
- Over 10,000 lines of code
- 1 ‘Scenario’
- For initial security setup of teams, users and roles for use with the SCIM API samples by the same author
Comparison between Enterprise and Embedded Editions⤒
Roles, Teams and Users⤒
Roles⤒
Roles cannot be
- added, removed or amended
Instead 5 predefined roles are provided:
- PROFILE:sap.epm:Embedded_BI_Content_Admin;
- PROFILE:sap.epm:Embedded_BI_Content_Viewer;
- PROFILE:sap.epm:Embedded_BI_Content_Editor;
- PROFILE:sap.epm:Embedded_BI_User;
- PROFILE:sap.epm:Embedded_BI_Admin
Definitions for each are documented in the appendix of this article
- Official documentation shows 2 roles, but actually all 5 are supported
Regular Best Practice applies
- Don’t assign users directly to roles, instead assign them to teams and put the teams in roles
- Though an exception applies in the initial setup – see later
Teams⤒
Teams can be
- Created and managed
- Both manually via the User Interface and via the SCIM API
As expected you may:
- Add and remove users to/from teams
- Map teams to SAML attributes (for dynamic team assignment)
However
- Team folders cannot be accessed or managed in anyway
- This isn’t a general problem as public folders can be used instead (and doing so has at least one benefit over team folders since team folder permissions cannot be updated via the API, even if they where accessible)
Team folders⤒
- Given team folders are inaccessible (they are ‘hidden’) it’s a good idea not to create them when creating a team
- If the team folder is created, its not a problem per se, except…
- The SCIM API that creates teams will always create a team folder even if you don’t want one
- The feature to de-select the team folder creation was added after the API was first made available
- Having a ‘hidden’ team folder could be problematic if you:
-
- Create a team with a team folder
- Delete the team (leaving the team folder since there’s no way to delete it)
- Create the team, with a team folder, again and use the same name as before
- Step 3 would fail, as a team cannot be created if the team folder (with the same name) already exists
Best Practices for Team folders⤒
- To avoid the problem described above: create teams manually via the user interface
- Create the team without the team folder
- De-select the button shown
- You could allow team folders to be created, when teams are created, but you’ll have to accept that deleting a team means you can’t re-create it with the same name via the API. You would have to create the team via the user interface and de-select the ‘create a folder’ option, or give the team folder a different name
Users⤒
Users can be
- created and managed only via the SCIM API
- they cannot be managed via the user interface
License
- SAP Analytics Cloud Embedded Edition is provided with 150 concurrent sessions
- Though, perhaps confusingly, all users should be created a regular ‘named user’
- It means the user property ‘isConcurrent’ must be ‘false’ and not ‘true’
- Technically speaking ‘isConcurrent’ is only applicable for the Enterprise Edition Business Intelligence concurrent session license. This is the Embedded Edition and so this isn’t applicable
System Owner
- Once you have created your own SAP Analytics Cloud Embedded Edition tenant a single ‘system owner’ user will have been provisioned for you
- You are prohibited from:
- using this user
- its only provisioned as the service has to have a System Owner
- becoming the system owner
- using this user
- The user is a ‘dummy’ system owner and no-one can login as this user
SAML SSO⤒
Comparison between Enterprise and Embedded Editions⤒
- Like the Enterprise Edition, the Embedded Edition does allow:
- Teams to be mapped to users via SAML attributes
- Unlike Enterprise Edition, the Embedded Edition does allow:
- The Custom Identity Provider configuration to be changed without the need to revert back to the default Authentication method
- It means, for example, switching from ‘email’ to ‘userid’, or ‘userid’ to ‘custom’ can be achieved in one step and not two
- The Custom Identity Provider configuration to be changed without the need to revert back to the default Authentication method
- Unlike Enterprise Edition, the Embedded Edition does not allow:
- Dynamic user creation
- Users to be mapped to roles via SAML attributes
- there is no access to Menu-Security-Roles interface
- so use the Best Practice of assigning Users to Teams, and Teams to Roles
- Custom Identity Provider to be removed
- It means once set you cannot revert back to the default Authentication method
Life-cycle Management⤒
Comparison between Enterprise and Embedded Editions⤒
- Best Practices with the Enterprise Edition
- In a landscape supporting multiple SAP Analytics Cloud Services each using a different data source, you would create the connection once, transport that connection and then update that connection in the target
- This will respect the connection ID across the landscape, but allow for different environments to connect their respective data sources
- See related article for more details
- Best Practices with the Embedded Edition
- The API does not allow connections to be edited, they can only be added or deleted
- You could manually update a model (having transported it there from the source) in the target to use a different connection. However, this is prone to human error
- Thus, it is preferred, to create the connection with the same id in the other environments, as in the source. This is possible, unlike almost all other objects! The ‘id’ is derived from the ‘name’. So be sure to create the connections, in all environments, with the same name. This will mean you can transport models and they will use the same connection id and each will point to their respective data source
Sample Scripts Overview⤒
- Test and Auto Configure Postman Environment
- Embedded 701-Test Tenant Environment Setup
- Embedded 706-Auto Configure Postman Environment for SCIM
- Embedded 707-Auto Configure Postman Environment for Modelling
- Embedded 708-Auto Configure Postman Environment for Story Listing
- Display and check whole system configuration
- Embedded 711-E-Display & Check System Configuration
- Express setup
- Embedded 721-E-SCIM Express setup (based on this Environment)
- Embedded 723-E-Delete OAuth Client (based on this Environment)
- General Administration
- Embedded 731-E-Reset Inconsistent state
- Embedded 732-E-Display SAML metadata
- Embedded 733-Fj-Configure Custom IdP
- Embedded 734-Fj-Update System Configuration
- Embedded 735-Oarr-Fj-Update Trusted Origins
- Embedded 741-Fcj-Add OAuth Client
- Embedded 742-Fcj-Add Trusted IdP
- Embedded 743-Fj-Add Live Connection
- Embedded 751-Fcj-Delete OAuth Client
- Embedded 752-Fcj-Delete Trusted IdP
- Embedded 753-Fj-Delete Live Connection
Getting Started⤒
- The ‘721-E-SCIM Express setup’ performs initial setup and is ideal for first time administrators
- Updates the Content Namespace and creates an OAuth client so you can add users with the SCIM API sample scripts
- No configuration files to update, just press run!
- The ‘Scenario E01’ is series of 7 steps that
- Creates a ‘setup’ user (so you can login to the user interface of SAP Analytics Cloud with full admin rights)
- Creates 5 teams and assigns each team to one of the 5 embedded roles
- Re-assigns the ‘setup’ user to use the team to inherit admin role (rather than have the role directly assigned, i.e. adopting best practice)
- Provides a data file so you can add users into the right teams
- Configuring SAML SSO
- 2 sample scripts do this for you
- Detailed step-by-step instructions include the process of ‘JSON encoding’ the metadata file
- Follow the User Guide for detailed step-by-step setup instructions
- Comprehensive 75 page guide
- Each script fully documented
- The configuration order is very flexible
- Configuring Custom Identify Provider and SAML SSO can be done, either before or after users are added
- Though typically best to do it before too many users are added
- Configuring Custom Identify Provider and SAML SSO can be done, either before or after users are added
A few script highlights⤒
Script: Embedded 711-E-Display & Check System Configuration⤒
- Perfect for documenting or displaying the current configuration of the whole system configuration
- Postman Tests show what has or hasn’t been configured
- Not all tests need to pass, for example ‘Has 1 Trusted IdP’ is only needed for ‘server-to-server communication’ etc.
- Console log shows full system configuration
- (plus any parameters that have changed from the default)
- Complete list of OAuth Clients, Trusted IdP, Live Connections, SAML Setup and more..
- Warns/errors potential issues
Script: Embedded 734-Fj-Update System Configuration⤒
[ { "file_SystemConfig": [ { "name": "MAX_BW_DRILL_LEVEL", "value": "5" }, { "name": "NR_PARALLEL_SESSION_FOR_BW", "value": "0" } ] } ]
- Updates System Configuration
- Uses a simple configuration file (example above)
- Sample configuration files provided – includes ‘default’ settings for all parameters
- Table (below) shows all possible parameters with their default settings
- Setting with a null/undefined value cannot be unset, once set
- (SAP internal reference FPA45-7610)
- Official documentation link
- Setting with a null/undefined value cannot be unset, once set
Configuration | Default Value |
MOBILE_REFRESH_ON_OPEN | false |
PM_URL_TP_IDP | |
COMMENT_EMBEDDED | false |
MOBILE_REMOTE_SAFARI_IDP_URL | https:// |
COMMENTS_MODEL_DIM_MEMBERS | 50000 |
USER_CONTENT_TRANSLATION | false |
TENANT_CURRENCY_SUBTITLE | false |
SAML_USER_PROFILE_URL | |
SESSION_KEEP_ALIVE_SECONDS | |
DELETED_FILES_EXPIRY_DAYS | 30 |
REVERSE_PROXY_HOST | |
EXTERNAL_AVATAR_WHITELIST | |
MAX_BW_DRILL_LEVEL | 5 |
FDE_BATCH_WAITING_TIME | 1000 |
ENABLE_PERSONAL_DATA_PROMPT | false |
NR_PARALLEL_SESSION_FOR_BW | 0 |
MOBILE_REMOTE_IDP_URL | https:// |
ENABLE_ON_PREMISE_FILE_EXPORT | false |
TENANT_METRIC_NO_DATA_FORMAT | |
ALLOW_SCHEDULE_PUBLICATION | true |
AR_SESSION_TIMEOUT_V2 | 3600 |
MOBILE_DEFAULT_FILTER | 0 |
DEFAULT_APP | 0 |
COMMENTS_PER_MODEL_LIMIT | 3000 |
MOBILE_REMOTE_SAFARI_SAML | false |
TENANT_NO_DATA_FORMAT | |
BW_RESPECT_VIZ_DEFAULTING | false |
TENANT_CURRENCY_FORMAT | |
BROWSER_CACHE_STORAGE_TIME | 8 |
EXPORT_PACKAGE_SIZE | 50000 |
DISABLE_MOBILE_APP_PASSWORD | false |
ENABLE_ON_PREMISE_FILE | false |
ALLOW_SHARING_TO_ALL_USERS | true |
PREDICTIVE_BI_FORECAST_REMOTE | false |
DISABLE_MOBILE_CACHING_IOS | false |
ENABLE_EXPORT_IMPORT_JOB | false |
COULD_DEL_DISCUSSION | true |
REMOVE_STORY_URL_FROM_APPENDIX | false |
TRACE_LEVEL | 4 |
CUSTOMIZE_COMMUNITY_URL | |
X509_ISSUER_NAME | CN=SSO_CA, O=SAP-AG, C=DE |
GEO_LIVE_SYNONYM_SUPPORT | false |
ALLOW_PUBLICATION_BURSTING | false |
ALLOW_NON_SAC | true |
MOBILE_DEFAULT_TAB | false |
TENANT_SHOW_CURRENCY_AS | |
MOBILE_REMOTE_TOKEN | HEADER_KEY_1=<<token>> |
TENANT_SCALE_FORMAT | |
CHART_PROGRESSIVE_RENDERING | false |
ALLOW_ACN_COPY_CONTENT | false |
ALLOW_ACN_PACKAGE_SHARING_OEM | false |
STORY_PAGE_CACHE_WIDGET_LIMIT | 150 |
DEFAULT_CAM_ROLE | |
LINK_TENANT_URL_DWC | |
PUB_MAX_CONCURRENT_JOB_LIMIT | |
ALLOW_PRIVATE_OBJECTS_EXPORT | false |
DEV_FF_XVERSION | 127 |
ALLOW_DOWNLOAD_UPLOAD_PACKAGES | true |
DISABLE_CIDP_SCIM_UPDATE_EMAIL | false |
BLENDING_SUBQUERY_LIMIT_COLUMN | 60 |
BLENDING_SUBQUERY_LIMIT_ROW | 10000 |
MOBILE_HIDE_RECENT_STORY | false |
ALLOW_CAM_SUPPORT_USER | false |
REFRESH_MEMBER_FOR_FILTERS | false |
SIMPLIFY_VARIABLE_CHANGE | false |
BW_UNCOMPOUNDED_DISPLAY_SYSADM | false |
MOBILE_HIDE_RECENT_ANALYTICAL | false |
IGNORE_TEAM_NAMESPACE | false |
TENANT_ACQUIRED_MODEL_INDEXING | false |
MOBILE_HIDE_RECENT_BOARDROOM | false |
Embedded Role Definitions⤒
PROFILE:sap.epm:Embedded_BI_Admin⤒
PROFILE:sap.epm:Embedded_BI_Content_Admin⤒
PROFILE:sap.epm:Embedded_BI_Content_Editor⤒
PROFILE:sap.epm:Embedded_BI_Content_Viewer⤒
PROFILE:sap.epm:Embedded_BI_User⤒
Feedback
I’ve invested a great deal of time and effort into these materials and so your feedback is very welcome and will help judge if I should continue to create these kind of resources
Please do:
- Comment if you use these resources in anyway (or if you’re shy, just hit the like button!)
- Share which sample scripts you’ve used. Other customers would love to hear if you’ve used the scripts. It will give them a sense of how reliable they are! 😉
- Share your experience of adopting the best practices
- Share how much time you saved because of these resources, would you had been as successfully without them?
Before posting any questions please:
- Do read the contents of the article. I appreciate you may not have the time to read it all. If you’re looking for a quick answer and don’t have the time, feel free to post a question to the community rather than here, it will help keep the number of questions here reduced and it will help others find answers easier (than searching this blogs’ Q and A). You can always ‘@tag’ me in your post so I get a notification, and you can always post a link to your question from a comment to this blog if you think that might help others.
- If you’ve got a question about the sample scripts, make sure you’ve read the User Guide!
Feel free to follow this blog post for updates. I’ll update the version numbers in this blog post when there’s one to update.
Many thanks
Matthew Shaw @MattShaw_on_BI
https://people.sap.com/matthew.shaw/#content:blogposts