formsflow.ai leverages Redash to build interactive dashboards and gain insights. To create meaningful visualization for your use case with formsflow.ai checkout Redash Knowledge base.

1. Prerequisites
2. Solution Setup
   • Step 1 : Keycloak Setup
   • Step 2 : Installation
   • Step 3 : Running the application
   • Step 4 : Health Check
   • Step 5 : Configuration of Keycloak SAML Setup
3. Get the Redash API key
4. Redash how to use guide

• For docker based installation Docker need to be installed.
• Admin access to Keycloak server.

NOTE: Skip below steps and go to Installation if you are already configured Keycloak.

• If you have a Keycloak Instance and yet to configure it then login to KeyCloak with admin credentials.
• Follow the instructions given here to configure forms-flow-analytics client.

• Make sure you have a Docker machine up and running.
• Make sure your current working directory is "forms-flow-ai/forms-flow-analytics".
• Rename the file sample.env to .env.
• Modify the environment variables inside .env file if needed. Environment variables are given in the table below
• NOTE : {your-ip-address} given inside the .env file should be changed to your host system IP address. Please take special care to identify the correct IP address if your system has multiple network cards

ℹ️ Variables with trailing 🚩 in below table should be updated in the .env file

• Analytics service uses port 7000, make sure the port is available.
• cd {Your Directory}/forms-flow-ai/forms-flow-analytics

The forked version of redash is being used to overcome the limited cors support in redash. The forked repo fixes the cors issues. But if the environment is setup in such a way that redash resides in the same url origin as forms web application , redash can be built from any redash images.

• Run docker-compose run --rm server create_db to setup database and to create tables.
• Run docker-compose up -d to start.

NOTE: Use --build command with the start command to reflect any future .env changes eg : docker-compose up --build -d

• Run docker-compose stop to stop.

• Check the public endpoint : {your-ip-address}:7000/ping

RESPONSE
PONG.

• The application should be up and available for use at port defaulted to 7000 in http://localhost:7000/ and register with any valid credentials.

• Post registration, login to the application with admin credentials.
• Click the menu icon to the left of the username and navigate to Edit Profile.
• Go to tab "Settings", and then navigate to "General". Under "Authentication".
  • Check the option "Enabled(dynamic)".
  • Set the field "SAML Metadata URL" with value of Keycloak SAML descriptor URL. Example. http://{your-ip-address}:8080/auth/realms/forms-flow-ai/protocol/saml/descriptor. {your-ip-address} should be changed to your host system IP address. Please take special care to identify the correct IP address if your system has multiple network cards
  • Set the field "SAML Entity ID" value to be forms-flow-analytics.
  • Set the field "SAML NameID Format" value to be urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress.
• Logout and login again using valid formsflow.ai keycloak user credentials. Default user credentials are provided here.

forms-flow-analytic (REDASH) setup is successfully completed now. You can skip remaining sections in this page and continue with other installation steps.

• Login to redash hosted instance (i.e. http://localhost:7000/) using the admin credentials passed for registration / SAML credentials
• Go to User Icon -> Profile -> Settings
  • Go to Account Section
  • Copy API Key to Clipboard

• Check our guide on how to configure Redash and come up with awesome visualization using redash.

• If you want to visualize based on data in formsflow.ai, a few sample queries for default forms are available.