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Single Sign-On(SSO) with OAuth 2.0 authentication in Bold Reports

The Bold Reports application can be configured to support OAuth 2.0 for Single Sign-On(SSO), allowing users to log in directly to the Bold Reports application after authenticating using OAuth 2.0.

Prerequisites

  1. An account with an OAuth 2.0 provider is required.

  2. Register the Bold Reports application with the OAuth 2.0 provider.

Steps to configure OAuth 2.0 in Bold Reports

  1. Log in to Bold Reports with the admin credentials and click on the Settings option in the Report Server left-side panel.

  2. Navigate to the Authentication tab and select OAuth 2.0 as shown in the following image Authentication

    Oauth Authentication

  3. Provide the following details in the OAuth 2.0 settings of the Bold Reports application.

Provider Name It represents the name of the authentication provider to be displayed on the login page.
Provider Logo It represents the logo of the authentication provider to be displayed on the login page.
Authorization Endpoint This is the endpoint in the provider used to authorize the user.
Token Endpoint Method It represents the request type to access the token endpoint.
Token Endpoint It is the endpoint in the provider responsible for generating the token.
User Information Endpoint Method It is the endpoint in the provider used to retrieve the user details.
User Information Endpoint It represents the request type used to access the user information endpoint.
Client ID It is a unique identifier provided to each application during registration with the providers.
Client Secret It is a secret key used to authorize the applications.
Scopes It is a comma-separated list of identifiers that specifies the access privileges being requested from the provider.
Email This shoul be the email address of an admin account of the provider.

Oauth Authentication Oauth-User-data

The previously mentioned similar steps are applicable to configure OAuth 2.0 in the User Management Server by logging into the URL {Bold Reports URL}/ums/administration/authentication with admin credential.

Here is a list of several OAuth 2.0 providers, along with explanations of how to connect them to the Bold Reports application.

OAuth 2.0 functionality is available in both Bold Reports sites and the User Management Server. It can be managed for each site individually on the settings page by disabling the option, as illustrated in the following screenshot. Oauth Group Setting

Set OAuth 2.0 as Default Authentication

OAuth 2.0 can be set as the default authentication method when OAuth 2.0 settings is enabled and saved. Follow the below steps.

  1. On the settings page, click on the Authentication tab and select General.
  2. Enable the option Enable Default Authentication and select OAuth 2.0 as the default authentication provider, as shown in the following screenshot. Oauth Default Setting

Disabling OAuth 2.0 Settings

When OAuth 2.0 is set as default authentication and try to disable the OAuth 2.0 settings will display below pop-up. Proceeding by clicking Yes will disable the OAuth 2.0 default authentication.

Oauth Default Setting Popup

Bypassing OAuth 2.0 Authentication

Use the following custom login URL to log in as a normal user who is not using OAuth, when OAuth 2.0 default authentication is enabled.

{Bold Reports URL}/reporting/site/{tenant-name}/login?use_default_authentication=false

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