As a prerequisite to allow Insight to display in a frame at all, you must properly set X-Frame-Options or Content-Security-Policy frame-ancestors in the Insight web.config. Example: <add name="X-Frame-Options" value="ALLOW-FROM http://hostname" />. Otherwise the browser will not allow the frame to load with a connection error.
After the prerequisite is configured and a Kofax TotalAgility Form using an embedded page control configured to use the built in 'Insight' target type will result in either of the two following errors:
Login failed. No roles found.
Login failed. You are not authorized.
This is a known issue filed under TFS Bug ID: 1479158. The embedded page control does not pass the ProjectId, ViewId and session_id when launching the Insight target. There are currently no plans to fix as there are two alternate solutions to make this control work.
1. The first solution is to use the built in Navigation menu | Redirect | Insight target type and not use the embedded page control for Insight.
2. The second solution, if an embedded page control is required in a Form, then you will need to execute two steps:
A. Configure the control to use type URL and point directly to the KAFTA View URL that you want to present to a user. Be sure to include the hostname are part of the URL. The example shown below is configured to a local machine.
B. Create three initialization variables (ProjectId, ViewId, session_id).
I. For ProjectId variable, use the ProjectId value from Step 1.
II. For ViewID variable, use the ViewId value from Step 1.
III. For session_id, map this variable to SESSION_ID (Global variable).
Level of Complexity
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Article # 3036644