Help & Documentation
Topics
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1. Setting up New Users and Groups 7
- 1.1 Creating a User Account and Assigning It to a Group
- 1.2 Modify User Preferences (via Admin functions)
- 1.3 Creating a Group
- 1.4 Create User Accounts by Uploading a CSV File
- 1.5 Move Users between Groups by Exporting to and Uploading from a CSV File
- 1.6 Create a Privilege Set
- 1.7 Assign New Users to Groups Upon Creation by Running a Script
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2. Integrating with LDAP / ActiveDirectory Systems 4
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3. Trusted Server Feature 1
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4. Alternate Access Methods 9
- 4.1 Logging in as a Guest User
- 4.2 Using Google Account Authentication
- 4.3 Configuring OKTA Authentication
- 4.4 Configuring Metric Insights to Use OpenID Connect
- 4.5 SAML Single Sign-On (SSO)
- 4.6 Syncing Groups and Users from Okta SAML Using 'mi-okta-usersync' Script
- 4.7 Configure Active Directory Federation Services with Metric Insights for SAML Auth
- 4.8 What Happens When a New User Is Created via SAML
- 4.9 Syncing Groups and Users from Office 365 Groups Using 'mi-o365-usersync' Script
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5. Slack App 2
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6. Mobile App 9
- 6.1 Mobile Releases for 2022-2024
- 6.2 Mobile App Security and Encryption Overview
- 6.3 Configuring Metric Insights for Mobile Access
- 6.4 Understanding what is accessible via the Mobile App
- 6.5 Accessing Metric Insights via Mobile App
- 6.6 Android & iOS: How to Get Logs
- 6.7 Deploying Metric Insights' Custom Mobile Apps at Your Organization
- 6.8 Deploying Mobile Apps with Support for Deep Links (Links to the Metric Insights Mobile App)
- 6.9 Configure Mobile Deep Linking for Qlik Sense
Other Resources
Getting Started
- Metric Insights Overview
- Jump Start Guide for Administrators
- Jump Start Guide for Regular Users
- Use Case Workflows
Getting Data
- Connecting to Data Sources
- Automating the Collection of Data
- API Access
- Working with Tableau
- Working with Qlik Sense
- Working with Microsoft Power BI
- Working with Google Services
Creating Content
- Datasets
- Creating Basic Metrics and Reports
- Creating Dimensions
- Creating Dimensioned Metrics and Reports
- Governance
- Portal Pages
Alerting
- Alerting
Collaboration and Sharing
- Adding Context to Metrics
- Pushing Information to Users
- Chatbot Integrations