Spotfire: How to avoid data connection login prompt in Spotfire Web Player

Summary:

Step 1: Open analysis file in Spotfire Analyst client, then go to Data >> Data Connection Properties >> Select the connection and click Settings >> Go to Data Source tab >> Settings >> Credentials. Select the second radio button, and enter the credentials profile name of your choice as shown in the screenshot. Save the analysis file.



Step 2: On Spotfire Server machine, export the Web Player Service configuration via command line in the spotfire-bin folder (<Spotfire Server Install Directory>\tomcat\spotfire-bin). For example:
 

config export-service-config --capability=WEB_PLAYER --force --deployment-area=YOUR_DEPLOYMENT_AREA_NAME

Open exported Spotfire.Dxp.Worker.Host.exe.config file, and change the authentication mode of the connector in use from "Prompt" to "WebConfig". For example, if you are using data connection to SQL Server, then change the line from: 

<adapter name="Spotfire.SqlServerAdapter" mode="Prompt"/>

to:

<adapter name="Spotfire.SqlServerAdapter" mode="WebConfig"/>

In the same file, locate the section mentioned in brackets ( <setting name="DataAdapterCredentials" serializeAs="Xml"> ) and create your credentials profile as mentioned below:
 

 <setting name="DataAdapterCredentials" serializeAs="Xml">
   <value>
    <credentials>
     <entry profile="profile_name">
      <username>DOMAIN\username</username>
      <password>PASSWORD</password>
     </entry>
    </credentials>
   </value>
 </setting>

In the above tag, enter the username and password which were used to connect to the data source while creating the analysis file. For integrated security, the username should be in the DOMAIN\user format (for example, EMEA\SalesUsers and EMEA\ExecUsers). 
In <entry profile="profile_name">, the "profile_name" value is the one which you have entered in the analysis file (for example, 'test' in our case). Save the file and close it.

After making the changes above, import the configuration back to the Server via command line from the same folder: 

 config import-service-config --config-name=GIVE_ANY_NAME

Step 3: Next, you need to apply the imported configuration to the desired Web Player Service(s). Browse the Spotfire Server URL with Admin privileges and go to Nodes&Services >> Select the desired Web Player Service(s) >>  Edit >>  Under Configuration select the one which was given while importing the configuration (the value of GIVE_ANY_NAME in the example above). Wait until the Web Player Service and its instances restart.

NOTE: You can create credentials profile for data connection stored in a library as well. In that case, all the analysis files created using that data connection will not prompt for login in the Web Player.

References:

Manually editing service configuration files:

https://docs.tibco.com/pub/spotfire_server/14.6.1/doc/html/TIB_sfire_server_tsas_admin_help/server/topics/manually_editing_the_service_configuration_files.html

Authentication modes for connectors:

https://docs.tibco.com/pub/spotfire_server/14.6.1/doc/html/TIB_sfire_server_tsas_admin_help/server/topics/authentication_modes.html