Deploying Dundas BI as a server farm

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1. Overview

Dundas BI supports multi-server deployment for load balancing purposes. In this scenario, multiple servers have Dundas BI installed but each installation points to the same Dundas BI Application Database, Warehouse Database, and Scheduler Service.

This article shows you how to deploy the application on multiple servers as a server farm. This deployment process relies on a single main instance to create a farm node information file, which is then used to create additional instances on the other servers. Each farm node instance is a replication of the main instance, but without any styles and images, and is automatically configured to use the databases and scheduler service from the main instance.

Important
Setting up and configuring a load balancer is not covered in this article. The process depends on the chosen load balancer, but session affinity (also known as sticky sessions) must be set up.

2. Deploy an instance

If you do not have a Dundas BI instance installed on any of your servers, follow the instruction for Installing Dundas BI to install a full instance.

This instance should either install or point to the application and warehouse databases to which all of the farm servers will point, and configure the scheduler service.

3. Create a farm node information file

Launch the Dundas BI Deployment application.

Click Farm on the left, and then click Create a farm node information file from an instance.

Create a farm node information file
Create a farm node information file

3.1. License Agreement

You must agree to the terms of the Dundas BI License Agreement before proceeding. If you agree with the terms, select the given checkbox and then click Next to continue.

3.2. Select an instance

Select the Dundas BI instance to use as the main farm node. 

Select the main farm instance
Select the main farm instance

3.3. Farm node options

Indicate whether the farm node information file should include custom files (such as overrides, extensions, styles, and images) for the selected instance. The available options include:

  • No Files – This farm node information file will not copy any custom files from the main instance. Ideal when not using any customized application files.
  • Only Overrides – This farm node information file will copy the override file from the main instance. Ideal when the only customized application files are the override files.
  • All Website Files – This farm node information file will copy all of the application files from the main instance. Ideal when using files with custom extensions, JavaScript, images, etc.

Select whether to include custom files
Select whether to include custom files

3.4. Destination file

Click the ellipsis (...) and indicate the location where to save the farm node information file.

Indicate the file location
Indicate the file location

3.5. Deployment details

Review all of the options you selected one more time before proceeding.

Click Finish to create the farm node information file.

3.6. File created

When the file creation completes, click the provided link to open the file location.

You can also review the file creation log from this screen.

Click Finish to return to the Dundas BI Deployment application.

4. Create a farm node instance

With the farm node information file, you can quickly create farm node instances on the other servers.

For each server, launch the Dundas BI Deployment application.

Click Farm on the left, and then click Create a farm node instance.

Create a farm node instance
Create a farm node instance

4.1. Prerequisites

The instance installation requires a number of prerequisites to be installed before it can proceed further. If your system has all of the prerequisites, simply click Next to continue.

If your system is missing some of the prerequisites, install the missing prerequisites. Then return to this screen and review the Prerequisite details again. Once all of the checks have passed, click Next to continue.

Prerequisites
Prerequisites

4.2. License Agreement

You must agree to the terms of the Dundas BI License Agreement before proceeding. If you agree with the terms, select the given checkbox and then click Next to continue.

4.3. Farm node information file

Click the ellipsis (...) and indicate the location where the farm node information file was saved.

Farm node information file location
Farm node information file location

4.4. Deployment details

Review all of the options you selected one more time before proceeding.

Click Finish to install the instance.

5. Configure farm instances

You can configure a farm node instance individually, in the same manner as you would configure a regular instance. However, to maintain consistency in the settings, you can register the farm nodes as a Server Group in Dundas BI and configure them together. For more information, see the article about Managing server groups.

6. Upgrade farm instances

When you are ready to upgrade the server farm to a new version, start by upgrading the main instance.

Create a new farm node information file for the upgraded instance using the steps above and then upgrade each farm node using the Upgrade a farm node instance option in the Dunda BI Deployment applicaiton.

Upgrade a farm node instance
Upgrade a farm node instance

7. Notes

  • Dundas BI licensing is tied to a specific Dundas BI instance which refers to everything that uses the same Dundas BI Application Database (App DB). If multiple servers are all referencing the same App DB, then additional licenses are generally not required when you add another such server.
  • The load balancer should set the following HTTP request headers: X-Forwarded-For, X-Forwarded-Proto, and X-Forwarded-Host. If the port is not already included in the X-Forwarded-Host header, an X-Forwarded-Port header should be set with the corresponding value.
  • The IP address of the load balancer should be specified in the Trusted Proxy IP Addresses configuration setting in Dundas BI.

8. See also

 

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri