Embedding the Amazon Q in QuickSight Generative Q&A experience for registered users

import com.amazonaws.auth.AWSCredentials;
import com.amazonaws.auth.BasicAWSCredentials;
import com.amazonaws.auth.AWSCredentialsProvider;
import com.amazonaws.regions.Regions;
import com.amazonaws.services.quicksight.AmazonQuickSight;
import com.amazonaws.services.quicksight.AmazonQuickSightClientBuilder;
import com.amazonaws.services.quicksight.model.GenerateEmbedUrlForRegisteredUserRequest;
import com.amazonaws.services.quicksight.model.GenerateEmbedUrlForRegisteredUserResult;
import com.amazonaws.services.quicksight.model.RegisteredUserEmbeddingExperienceConfiguration;
import com.amazonaws.services.quicksight.model.RegisteredUserGenerativeQnAEmbeddingConfiguration;

/**
 * Class to call QuickSight AWS SDK to get url for embedding Generative Q&A experience.
 */
public class RegisteredUserGenerativeQnAEmbeddingSample {

    private final AmazonQuickSight quickSightClient;

    public RegisteredUserGenerativeQnAEmbeddingSample() {
        this.quickSightClient = AmazonQuickSightClientBuilder
                    .standard()
                    .withRegion(Regions.US_EAST_1.getName())
                    .withCredentials(new AmazonCredentialsProvider() {
                            @Override
                            public AWSCredentials getCredentials() {
                                // provide actual IAM access key and secret key here
                                return new BasicAWSCredentials("access-key", "secret-key");
                            }

                            @Override
                            public void refresh() {
                            }
                        }
                    )
                    .build();
            }

    public String getQuicksightEmbedUrl(
            final String accountId, // Amazon Account ID
            final String topicId, // Topic ID to embed
            final List<String> allowedDomains, // Runtime allowed domain for embedding
            final String userArn // Registered user arn to use for embedding. Refer to Get Embed Url section in developer portal to find how to get user arn for a QuickSight user.
            ) throws Exception {

        final RegisteredUserEmbeddingExperienceConfiguration experienceConfiguration = new RegisteredUserEmbeddingExperienceConfiguration()
                .withGenerativeQnA(new RegisteredUserGenerativeQnAEmbeddingConfiguration().withInitialTopicId(topicId));
        final GenerateEmbedUrlForRegisteredUserRequest generateEmbedUrlForRegisteredUserRequest = new GenerateEmbedUrlForRegisteredUserRequest();
        generateEmbedUrlForRegisteredUserRequest.setAwsAccountId(accountId);
        generateEmbedUrlForRegisteredUserRequest.setUserArn(userArn);
        generateEmbedUrlForRegisteredUserRequest.setAllowedDomains(allowedDomains);
        generateEmbedUrlForRegisteredUserRequest.setExperienceConfiguration(experienceConfiguration);

        final GenerateEmbedUrlForRegisteredUserResult generateEmbedUrlForRegisteredUserResult = quickSightClient.generateEmbedUrlForRegisteredUser(generateEmbedUrlForRegisteredUserRequest);

        return generateEmbedUrlForRegisteredUserResult.getEmbedUrl();
    }
}

import json
import boto3
from botocore.exceptions import ClientError

sts = boto3.client('sts')

# Function to generate embedded URL  
# accountId: Amazon account ID
# topicId: Topic ID to embed
# userArn: arn of registered user
# allowedDomains: Runtime allowed domain for embedding
# roleArn: IAM user role to use for embedding
# sessionName: session name for the roleArn assume role
def getEmbeddingURL(accountId, topicId, userArn, allowedDomains, roleArn, sessionName):
    try:
        assumedRole = sts.assume_role(
            RoleArn = roleArn,
            RoleSessionName = sessionName,
        )
    except ClientError as e:
        return "Error assuming role: " + str(e)
    else: 
        assumedRoleSession = boto3.Session(
            aws_access_key_id = assumedRole['Credentials']['AccessKeyId'],
            aws_secret_access_key = assumedRole['Credentials']['SecretAccessKey'],
            aws_session_token = assumedRole['Credentials']['SessionToken'],
        )
        try:
            quicksightClient = assumedRoleSession.client('quicksight', region_name='us-west-2')
            response = quicksightClient.generate_embed_url_for_registered_user(
                AwsAccountId=accountId,
                ExperienceConfiguration = {
                    'GenerativeQnA': {
                        'InitialTopicId': topicId
                    }
                },
                UserArn = userArn,
                AllowedDomains = allowedDomains,
                SessionLifetimeInMinutes = 600
            )
            
            return {
                'statusCode': 200,
                'headers': {"Access-Control-Allow-Origin": "*", "Access-Control-Allow-Headers": "Content-Type"},
                'body': json.dumps(response),
                'isBase64Encoded':  bool('false')
            }
        except ClientError as e:
            return "Error generating embedding url: " + str(e)

The following example shows the JavaScript (Node.js) that you can use on the app server to generate the URL for the embedded dashboard. You can use this URL in your website or app to display the dashboard.

const Amazon = require('aws-sdk');
const https = require('https');

var quicksightClient = new AWS.Service({
    region: 'us-east-1'
});

quicksightClient.generateEmbedUrlForRegisteredUser({
    'AwsAccountId': '111122223333',
    'ExperienceConfiguration': { 
        'GenerativeQnA': {
            'InitialTopicId': 'U4zJMVZ2n2stZflc8Ou3iKySEb3BEV6f'
        }
    },
    'UserArn': 'REGISTERED_USER_ARN',
    'AllowedDomains': allowedDomains,
    'SessionLifetimeInMinutes': 100
}, function(err, data) {
    console.log('Errors: ');
    console.log(err);
    console.log('Response: ');
    console.log(data);
});

The following example shows the .NET/C# code that you can use on the app server to generate the URL for the embedded Q search bar. You can use this URL in your website or app to display the Q search bar.

using System;
using Amazon.QuickSight;
using Amazon.QuickSight.Model;

namespace GenerateGenerativeQnAEmbedUrlForRegisteredUser
{
    class Program
    {
        static void Main(string[] args)
        {
            var quicksightClient = new AmazonQuickSightClient(
                AccessKey,
                SecretAccessKey,
                SessionToken,
                Amazon.RegionEndpoint.USEast1);
            try
            {
                RegisteredUserGenerativeQnAEmbeddingConfiguration registeredUserGenerativeQnAEmbeddingConfiguration
                    = new RegisteredUserGenerativeQnAEmbeddingConfiguration
                    {
                        InitialTopicId = "U4zJMVZ2n2stZflc8Ou3iKySEb3BEV6f"
                    };
                RegisteredUserEmbeddingExperienceConfiguration registeredUserEmbeddingExperienceConfiguration
                    = new RegisteredUserEmbeddingExperienceConfiguration
                    {
                        GenerativeQnA = registeredUserGenerativeQnAEmbeddingConfiguration
                    }; 
                
                Console.WriteLine(
                    quicksightClient.GenerateEmbedUrlForRegisteredUserAsync(new GenerateEmbedUrlForRegisteredUserRequest
                    {
                        AwsAccountId = "111122223333",
                        ExperienceConfiguration = registeredUserEmbeddingExperienceConfiguration,
                        UserArn = "REGISTERED_USER_ARN",
                        AllowedDomains = allowedDomains,
                        SessionLifetimeInMinutes = 100
                    }).Result.EmbedUrl
                );
            } catch (Exception ex) {
                Console.WriteLine(ex.Message);
            }
        }
    }
}

To assume the role, choose one of the following Amazon Security Token Service (Amazon STS) API operations:

The following example shows the CLI command to set the IAM role. The role needs to have permissions enabled for quicksight:GenerateEmbedUrlForRegisteredUser. If you are taking a just-in-time approach to add users when they use a topic in the Q search bar, the role also needs permissions enabled for quicksight:RegisterUser.

aws sts assume-role \
     --role-arn "arn:aws:iam::111122223333:role/embedding_quicksight_q_generative_qna_role" \
     --role-session-name john.doe@example.com

The assume-role operation returns three output parameters: the access key, the secret key, and the session token.

The following example shows how to set these three parameters in the CLI. For a Microsoft Windows machine, use set instead of export.

export AWS_ACCESS_KEY_ID     = "access_key_from_assume_role"
export AWS_SECRET_ACCESS_KEY = "secret_key_from_assume_role"
export AWS_SESSION_TOKEN     = "session_token_from_assume_role"

Running these commands sets the role session ID of the user visiting your website to embedding_quicksight_q_search_bar_role/john.doe@example.com. The role session ID is made up of the role name from role-arn and the role-session-name value. Using the unique role session ID for each user ensures that appropriate permissions are set for each user. It also prevents any throttling of user access. Throttling is a security feature that prevents the same user from accessing QuickSight from multiple locations.

The role session ID also becomes the user name in QuickSight. You can use this pattern to provision your users in QuickSight ahead of time, or to provision them the first time that they access the Generative Q&A experience.

The following example shows the CLI command that you can use to provision a user. For more information about RegisterUser, DescribeUser, and other QuickSight API operations, see the QuickSight API reference.

aws quicksight register-user \
    --aws-account-id 111122223333 \
    --namespace default \
    --identity-type IAM\
    --iam-arn "arn:aws:iam::111122223333:role/embedding_quicksight_q_generative_qna_role" \
    --user-role READER \
    --user-name jhnd \
    --session-name "john.doe@example.com" \
    --email john.doe@example.com \
    --region us-east-1 \
    --custom-permissions-name TeamA1

If the user is authenticated through Microsoft AD, you don't need to use RegisterUser to set them up. Instead, they should be automatically subscribed the first time that they access QuickSight. For Microsoft AD users, you can use DescribeUser to get the user Amazon Resource Name (ARN).

The first time a user accesses QuickSight, you can also add this user to the group that the dashboard is shared with. The following example shows the CLI command to add a user to a group.

aws quicksight create-group-membership \
    --aws-account-id 111122223333 \
    --namespace default \
    --group-name financeusers \
    --member-name "embedding_quicksight_q_generative_qna_role/john.doe@example.com"

You now have a user of your app who is also a user of QuickSight, and who has access to the dashboard.

Finally, to get a signed URL for the dashboard, call generate-embed-url-for-registered-user from the app server. This returns the embeddable dashboard URL. The following example shows how to generate the URL for an embedded dashboard using a server-side call for users authenticated through Amazon Managed Microsoft AD or single sign-on (IAM Identity Center).

aws quicksight generate-embed-url-for-anonymous-user \
--aws-account-id 111122223333 \
--namespace default-or-something-else \
--authorized-resource-arns '["topic-arn-topicId1","topic-arn-topicId2"]' \
--allowed-domains '["domain1","domain2"]' \
--experience-configuration 'GenerativeQnA={InitialTopicId="topicId1"}' \
--session-tags '["Key": tag-key-1,"Value": tag-value-1,{"Key": tag-key-1,"Value": tag-value-1}]' \
--session-lifetime-in-minutes 15 

For more information about using this operation, see GenerateEmbedUrlForRegisteredUser. You can use this and other API operations in your own code.

<!DOCTYPE html>
<html>
    <head>
        <title>Generative Q&A Embedding Example</title>
        <script src="https://unpkg.com/amazon-quicksight-embedding-sdk@2.7.0/dist/quicksight-embedding-js-sdk.min.js"></script>
        <script type="text/javascript">
            const embedGenerativeQnA = async() => {    
                const {createEmbeddingContext} = QuickSightEmbedding;

                const embeddingContext = await createEmbeddingContext({
                    onChange: (changeEvent, metadata) => {
                        console.log('Context received a change', changeEvent, metadata);
                    },
                });

                const frameOptions = {
                    url: "<YOUR_EMBED_URL>", // replace this value with the url generated via embedding API
                    container: '#experience-container',
                    height: "700px",
                    width: "1000px",
                    onChange: (changeEvent, metadata) => {
                        switch (changeEvent.eventName) {
                            case 'FRAME_MOUNTED': {
                                console.log("Do something when the experience frame is mounted.");
                                break;
                            }
                            case 'FRAME_LOADED': {
                                console.log("Do something when the experience frame is loaded.");
                                break;
                            }
                        }
                    },
                };

                const contentOptions = {
                    // Optional panel settings. Default behavior is equivalent to {panelType: 'FULL'}
                    panelOptions: {
                        panelType: 'FULL',
                        title: 'custom title', // Optional
                        showQIcon: false, // Optional, Default: true
                    },
                    // Use SEARCH_BAR panel type for the landing state to be similar to embedQSearchBar
                    // with generative capability enabled topics
                    /*
                    panelOptions: {
                        panelType: 'SEARCH_BAR',
                        focusedHeight: '250px',
                        expandedHeight: '500px',
                    },
                    */
                    showTopicName: false, // Optional, Default: true
                    showPinboard: false, // Optional, Default: true
                    allowTopicSelection: false, // Optional, Default: true
                    allowFullscreen: false, // Optional, Default: true
                    searchPlaceholderText: "custom search placeholder", // Optional
                    themeOptions: { // Optional
                        themeArn: 'arn:aws:quicksight:<Region>:<AWS-Account-ID>:theme/<Theme-ID>'
                    }
                    onMessage: async (messageEvent, experienceMetadata) => {
                        switch (messageEvent.eventName) {
                            case 'Q_SEARCH_OPENED': {
                                // called when pinboard is shown / visuals are rendered
                                console.log("Do something when SEARCH_BAR type panel is expanded");
                                break;
                            }
                            case 'Q_SEARCH_FOCUSED': {
                                // called when question suggestions or topic selection dropdown are shown
                                console.log("Do something when SEARCH_BAR type panel is focused");
                                break;
                            }
                            case 'Q_SEARCH_CLOSED': {
                                // called when shrinked to initial bar height
                                console.log("Do something when SEARCH_BAR type panel is collapsed");
                                break;
                            }
                            case 'Q_PANEL_ENTERED_FULLSCREEN': {
                                console.log("Do something when panel enters full screen mode");
                                break;
                            }
                            case 'Q_PANEL_EXITED_FULLSCREEN': {
                                console.log("Do something when panel exits full screen mode");
                                break;
                            }
                            case 'CONTENT_LOADED': {
                                console.log("Do something after experience is loaded");
                                break;
                            }
                            case 'ERROR_OCCURRED': {
                                console.log("Do something when experience fails to load");
                                break;
                            }
                        }
                    }
                };
                const embeddedGenerativeQnExperience = await embeddingContext.embedGenerativeQnA(frameOptions, contentOptions);
            };
        </script>
    </head>

    <body onload="embedGenerativeQnA()">
        <div id="experience-container"></div>
    </body>

</html>