LESSON

Requiring Authentication

Description

Learn how to restrict access to a Perspective session to users with a username and password.

Transcript

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[00:00] By defaults, when you open up a Perspective Session, it opens up the project without requiring a user to log in. This is because projects are set to require a security level of public, which everyone has. If you wanted to, you could configure your projects so that it requires a user to log in before it gives them access to the session. To do this, we're going to need to go in to the project properties in our designer. So I have my designer open here. And in the project browser, I'm going to select project properties. Alternatively, I can go to project at the top and then to project properties. So here, the first place we need to be is in this project general section. And under security settings we have to find the identity provider setting. It's important to keep in mind that Perspective makes use of identity providers, so the user source and required client roles fields here are not relevant to us. At least not for Perspective.

[01:00] So I already have an identity provider configured. So I'm just going to configure my project to use it. And now once that's set, the next thing we need to take a look at is Perspective/Permissions. So the Perspective/Permissions section in the project properties here. This section specifically controls which security levels should be required for access to the session. So for instance, if I select the authenticated security level here, now users will need to be able to authenticate against our identity provider in order to access this session. If we want to get more specific, I could expand any of these levels here and select other security levels directly. One thing we can see here is we can select multiple security levels. And at the bottom here we have a set of radio buttons that control whether the user needs to match all of the security levels or at least one of them. So I'm going to set my security levels back to just authenticated. And then I'll click okay. And now we're ready to see our new security settings in action. So I'll go ahead and save my project.

[02:01] And then at the top here I'll go to tools, launch Perspective, launch session. And now because I've required that authenticated security level, I'm being asked to sign in. So if I click continue to sign in, that'll patch me through to our identity provider. In this case, it's an Ignition identity provider. And so I'll just enter in my credentials. And now I have access to my session. So in later videos, we'll take a look at locking down specific Perspective resources like views or components. And if you need a review on identity providers or security levels, we encourage you to check out those topics as well.

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