{"id":27038,"date":"2021-03-17T05:50:33","date_gmt":"2021-03-17T05:50:33","guid":{"rendered":"https:\/\/developer.kore.ai\/v9-1\/?p=27038"},"modified":"2021-03-17T05:50:33","modified_gmt":"2021-03-17T05:50:33","slug":"alert-task-basic-auth","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v9-1\/docs\/bots\/bot-builder-tool\/alert\/alert-task-basic-auth\/","title":{"rendered":"Alert Task &#8211; Basic Auth"},"content":{"rendered":"<section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row type_default valign_top\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<p>We have seen how an Alert task can be set up in Kore.ai virtual assistant platform <a href=\"\/docs\/bots\/bot-builder-tool\/alert\/notification-tasks\/\" target=\"_blank\" rel=\"noopener noreferrer\">here<\/a>. In this section, we will see how basic authorization for the alert tasks can be set up.<\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"Setting_Up\">Setting Up<\/span><\/h2>\n<p>The following illustration is an example of the <strong>Basic Auth<\/strong> fields that you must define to enable basic authorization for your task.<\/p>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/22\/DIYBasicAuthDialog-3-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-16879\" src=\"\/wp-content\/uploads\/sites\/22\/DIYBasicAuthDialog-3-1.png\" alt=\"\" width=\"650\" height=\"711\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>To define basic authorization, select <strong>Basic Auth<\/strong> in the <strong>Authorization Type<\/strong> field. Then specify a\u00a0<strong>Name<\/strong>\u00a0for the authorization to be displayed in the Bot\u00a0builder user interface.<\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"Tenancy\">Tenancy<\/span><\/h2>\n<p>If\u00a0required, in the\u00a0<strong>Subdomain<\/strong>\u00a0section, select <strong>Yes<\/strong> if the base URL for a web application or user interface uses a\u00a0tenant name in the URL. For example,\u00a0<span style=\"color: #0000ff;\">kore<\/span> is the tenant organization for a web service using tenants as <span style=\"color: #0000ff;\">www.<strong><em>kore<\/em><\/strong>.someCompany.com.<\/span><br \/>\nIn the following example configuration, the tenancy URL contains the <span style=\"color: #0000ff;\">{tenant}<\/span> organization placeholder.<\/p>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/22\/DIYTaskSubdomain-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-16881\" src=\"\/wp-content\/uploads\/sites\/22\/DIYTaskSubdomain-1.png\" alt=\"\" width=\"650\" height=\"189\" \/><\/a><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"Form_Fields\"><span class=\"wysiwyg-font-size-large\">Form Fields<\/span><\/span><\/h2>\n<p>If the default username and password fields do not meet your needs, you can add new fields displayed to the end-user by adding authorization form fields. To add fields on the authorization form, click <strong>+\u00a0Add\u00a0Form Field<\/strong>.<\/p>\n<p>The following\u00a0illustration is an example of a definition to add a password field\u00a0to the authorization dialog.<\/p>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/22\/DIYBasicAuthDialogAddIDP-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-16884\" src=\"\/wp-content\/uploads\/sites\/22\/DIYBasicAuthDialogAddIDP-1.png\" alt=\"\" width=\"650\" height=\"711\" \/><\/a><\/p>\n<p>The following table describes the fields used to define an authorization IDP form field.<\/p>\n<table>\n<thead>\n<tr>\n<th class=\"wysiwyg-text-align-left\" style=\"text-align: center;\" scope=\"col\">FIELD NAME<\/th>\n<th class=\"wysiwyg-text-align-left\" style=\"text-align: center;\">DESCRIPTION<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Field Title<\/td>\n<td>Specify the name of the field\u00a0displayed to the end-user in the authentication dialog.<\/td>\n<\/tr>\n<tr>\n<td>Field Key<\/td>\n<td>The value represents the end-user input value to the authenticating service.<\/td>\n<\/tr>\n<tr>\n<td>Help Hint<\/td>\n<td>The help text displayed in the field to describe what should be entered into the field.<\/td>\n<\/tr>\n<tr>\n<td>Field Type<\/td>\n<td>When <strong>Advanced Options<\/strong> is selected, specify the type of field displayed in the end-user interface to collect the user input assigned as the value for the <strong>Field Key<\/strong>, one of:<\/p>\n<ul>\n<li><strong>Textbox<\/strong><\/li>\n<li><strong>Password<\/strong><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>Mandatory<\/td>\n<td>When <strong>Advanced Options<\/strong> is selected, select if the end-user must define this field to complete authentication.<\/td>\n<\/tr>\n<tr>\n<td>Data Type<\/td>\n<td>When <strong>Advanced Options<\/strong> is selected, specify the type of data expected as input from the end-user. For example, <strong>String<\/strong>.<\/td>\n<\/tr>\n<tr>\n<td>Visibility<\/td>\n<td>When <strong>Advanced Options<\/strong> is selected, specify if the authentication field should be visible, hidden, or displayed as read-only.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"Authorization_Fields\"><span class=\"wysiwyg-font-size-large\">Authorization Fields<\/span><\/span><\/h2>\n<p>By default, authorization fields are configured as part of the header of the task\u00a0request message. If your task\u00a0request requires additional authorization fields or the expected authorization is not part of the header, for example, social security number or PIN, click<strong>+ Add Authorization Field\u00a0<\/strong>and then define the fields as shown in the following illustration.<\/p>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/22\/DIYActionTaskAPIRequestTabAuthenticationSectionBasicAuthField-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-16883\" src=\"\/wp-content\/uploads\/sites\/22\/DIYActionTaskAPIRequestTabAuthenticationSectionBasicAuthField-1.png\" alt=\"\" width=\"650\" height=\"272\" \/><\/a><\/p>\n<ol>\n<li>In the <strong>Field Type<\/strong> field, you can select one of the following depending on where in the task\u00a0request message and the type of authorization fields that are required.<br \/>\n<strong>Header<\/strong> &#8211; The bot expects the authorization fields as part of the header of the request.<strong>Payload<\/strong> &#8211; The bot expects the authorization fields as part of the content of the body of the request.<br \/>\n<strong>Query String<\/strong> &#8211; The bot expects the authorization fields as a query in the body of the request.<br \/>\n<strong>Path Param<\/strong> &#8211; The bot expects the authorization fields as part of the URL path for the request.<\/li>\n<li>In the <strong>Field Key<\/strong> field, enter the name of the field for the selected <strong>Field Type<\/strong>.<\/li>\n<li>In the <strong>Field Value<\/strong> field,\u00a0enter the value for the <strong>Field Key<\/strong> specified.<\/li>\n<li>Click <b>Done<\/b>. The new authorization field is added in the <strong>Authorization Fields<\/strong> section.<\/li>\n<li>To add additional authorization fields, click <strong>Add<\/strong>\u00a0in the <strong>Authorization\u00a0Fields<\/strong> section.<\/li>\n<li>In the <strong>Authorization Check URL<\/strong> field, optionally define a URL that is used to test the authentication settings from Bot Builder before you deploy the task with the authorization mechanism. You can use dynamic fields, path parameter fields, query fields, and so forth, to define the test URL, for example, https:\/\/kore.someCompany.com\/sap\/opu\/odata\/sap\/{{authfield1}}\/?$format=json<\/li>\n<li>In the <strong>Access Using a Connector<\/strong> section, select <strong>Yes<\/strong> to enable access for Kore.ai Bots using the Kore.ai Connector agent. If your domain does not have any active Kore.ai Connectors defined, a warning message is displayed to contact the Bots Admin Console system, administrator. For more information, refer to <a href=\"\/docs\/bots\/admin-console\/security-control\/security-module-overview\/#Why_Use_the_Koreai_Connector_for_Bots\">Using the Kore.ai Connector<\/a> in the Bots Admin Console documentation.<\/li>\n<li>Click <strong>Save<\/strong>\u00a0to save the authorization settings and close the <strong>New Authorization Mechanism<\/strong> dialog.<\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"Testing\"><span class=\"wysiwyg-font-size-large\">Testing<\/span><\/span><\/h2>\n<p>After you save the authentication, if you have defined an <strong>Authorization Check URL<\/strong> for your new authorization type, you can test your authorization definition on the <strong>Authorization <\/strong>tab.<\/p>\n<ol>\n<li>Click <strong>Test Authorization<\/strong> before continuing to develop the remaining steps of your task.<a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/22\/DIYActionTaskAPIRequestTabAuthenticationSectionBasicTestAuth-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-9864 alignnone\" src=\"\/wp-content\/uploads\/sites\/22\/DIYActionTaskAPIRequestTabAuthenticationSectionBasicTestAuth-1.png\" alt=\"Test Authorization\" width=\"976\" height=\"187\" \/><\/a><\/li>\n<li>After you click <strong>Test Authorization<\/strong>, the <strong>Test Authorization<\/strong> window is displayed and populated with the URL you specified in the <strong>Authorization Check URL<\/strong> section, as shown in the following illustration.<a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/22\/DIYBasicAuthDialogTestAuthorizationDialog-5-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-16886\" src=\"\/wp-content\/uploads\/sites\/22\/DIYBasicAuthDialogTestAuthorizationDialog-5-1.png\" alt=\"\" width=\"500\" height=\"765\" \/><\/a><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p>To configure the Test Authorization &#8211; Basic Auth, follow the below steps:<\/p>\n<ol>\n<li>In the <strong>Auth Check URL<\/strong> field, verify or enter the URL to test the authentication configuration.<\/li>\n<li>If your bot uses subdomains, the <strong>Tenancy<\/strong> field is displayed and you must specify the tenant.<\/li>\n<li>Enter your <strong>User Name<\/strong> and <strong>Password<\/strong> for the web service.<\/li>\n<li>Select the content type expected for the URL in the <strong>Content-Type<\/strong> field.<\/li>\n<li>For testing the URL, the <strong>Method<\/strong>\u00a0field is read-only and set to <strong>GET<\/strong>.<\/li>\n<li>Click <strong>Test<\/strong> to begin the authorization test.<\/li>\n<\/ol>\n<p>When the validation of authentication is complete, the <strong>Test Authorization<\/strong> window is closed and the results of the validation, either success or failure, is displayed to the immediate right of the <strong>Test Authorization<\/strong> button as shown in the following illustration.<br \/>\n<a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/22\/DIYActionTaskAPIRequestTabAuthenticationSectionBasicTestTestSuccess.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-9857\" src=\"\/wp-content\/uploads\/sites\/22\/DIYActionTaskAPIRequestTabAuthenticationSectionBasicTestTestSuccess.png\" alt=\"Test Authentication - Success\" width=\"967\" height=\"255\" \/><\/a><br \/>\nIf the authorization fails, the <em>Auth Test Failed<\/em> message is displayed along with the <strong>Headers<\/strong> and <strong>Response<\/strong> tabs as shown in the following illustration.<br \/>\n<a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/22\/DIYActionTaskAPIRequestTabAuthenticationSectionBasicTestTestFail.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-9858\" src=\"\/wp-content\/uploads\/sites\/22\/DIYActionTaskAPIRequestTabAuthenticationSectionBasicTestTestFail.png\" alt=\"Authentication Test Fail\" width=\"578\" height=\"409\" \/><\/a><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"How_it_all_Works\"><span class=\"wysiwyg-font-size-large\">How it all Works\u00a0<\/span><\/span><\/h2>\n<p>When basic authorization is used for a task, the Kore.ai application automatically prompts the user for login credentials to access the web application or web service as shown in the following illustration.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2218 size-full\" src=\"\/wp-content\/uploads\/sites\/22\/DIYBasicAuthRequest-1.png\" alt=\"DIYBasicAuthRequest\" width=\"1130\" height=\"556\" \/><br \/>\nAfter the end-user is authorized, the settings are saved using the following naming syntax:<\/p>\n<pre class=\"\">{{ First Name }} {{ Last Name }} {{ Bot Name }} {{ Account # }} {{ Sequence # }}<\/pre>\n<p>For example, <span style=\"color: #0000ff;\">John Smith&#8217;s Twitter Account #1<\/span>.<br \/>\nThe Kore.ai application can access the web application or web service for all future task\u00a0requests using this account. In addition, the end-user can reuse the account for other tasks for\u00a0the same Bot.<\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"We have seen how an Alert task can be set up in Kore.ai virtual assistant platform here. In this section, we will see how basic authorization for the alert tasks can be set up. Setting Up The following illustration is an example of the Basic Auth fields that you must define to enable basic authorization...","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[67],"tags":[],"class_list":["post-27038","post","type-post","status-publish","format-standard","hentry","category-alert"],"_links":{"self":[{"href":"https:\/\/developer.kore.ai\/v9-1\/wp-json\/wp\/v2\/posts\/27038","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/developer.kore.ai\/v9-1\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/developer.kore.ai\/v9-1\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v9-1\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v9-1\/wp-json\/wp\/v2\/comments?post=27038"}],"version-history":[{"count":1,"href":"https:\/\/developer.kore.ai\/v9-1\/wp-json\/wp\/v2\/posts\/27038\/revisions"}],"predecessor-version":[{"id":27039,"href":"https:\/\/developer.kore.ai\/v9-1\/wp-json\/wp\/v2\/posts\/27038\/revisions\/27039"}],"wp:attachment":[{"href":"https:\/\/developer.kore.ai\/v9-1\/wp-json\/wp\/v2\/media?parent=27038"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/developer.kore.ai\/v9-1\/wp-json\/wp\/v2\/categories?post=27038"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/developer.kore.ai\/v9-1\/wp-json\/wp\/v2\/tags?post=27038"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}