View or modify configuration settings

1. Overview

You can view or modify configuration settings in Dundas BI through an administration screen, so there's no need to access the Dundas BI server directly.

2. View or modify configuration settings

To view or modify configuration settings in Dundas BI, go to the main menu and click the Admin button.

Click Setup on the left. From the dropdown list of items, click Config.

The configuration settings are displayed in a table on the right.

Click Config
Click Config

2.1. Advanced settings

By default, advanced settings (such as App DB Query Timeout) are hidden. To see the complete list of settings, select the Show Advanced Settings checkbox in the top-right corner. Advanced settings are displayed in italics.

Show advanced settings
Show advanced settings

2.2. Filter by category or search for settings

Use the Search box or the Category dropdown to easily find the setting(s) you need.

For example, if you want to see only email-related settings, set the Category dropdown to Email. The table of settings will be filtered accordingly.

Filter settings by category or search for settings
Filter settings by category or search for settings

2.3. Setting scope

For scalability, Dundas BI supports server groups (i.e., multiple servers) for handling application or data processing. This means that while each configuration setting may have a built-in default value, you can override each setting on different levels such as globally, per-server group, or per server. The override system works as follows:

  • A configuration setting may have a built-in default value.
  • A Global value for a configuration setting will override the corresponding default value.
  • A Server group value for a configuration setting will override the corresponding global value.
  • A Server value for a configuration setting will override the corresponding server group value.

Use the Setting Scope dropdown to view or modify the configuration setting values at the Global, Server group, or Server levels. If you don't provide a setting value at a certain level, it will just inherit the setting value from the lower priority level. For example, if you're at the Global scope and you don't specify the value for the Default Culture setting, it will just inherit the default value of en-US.

Setting scope
Setting scope

Tip
If you're not using server groups (i.e., multiple servers) then you can generally view and set values at the Global scope and ignore the Server group and Server setting scopes.

2.4. Source for a configuration setting

While you're viewing a particular setting scope (such as Global), you'll see a colored rectangle/icon beside each configuration setting. These icons indicate the source of the setting value that you're seeing. You can hover over one of the icons to get a tooltip that indicates the source of the value.

  • Default - The setting value is the default, built-in value.
  • Local - The setting value is set directly in the current setting scope.
  • Inherited - The setting value is inherited from another scope.

Source for a configuration setting
Source for a configuration setting

2.5. View the details for a configuration setting

Click the information icon beside a configuration setting to see the details for that setting:

  • A description of the setting.
  • The default value of the setting (if any).
  • Whether the setting is set in the current scope or not, and its value if it is set.
  • The effective value of the setting and its source.

View the details for a configuration setting
View the details for a configuration setting

2.6. Modify a configuration setting

To edit/modify a configuration setting, make sure you are in the proper setting scope, and then click the Edit icon beside the configuration setting.

A dialog appears on the left, allowing you to reset the value back to default or to change it in the current scope. The actual options in the dialog will be different depending on the configuration setting.

Modify a configuration setting
Modify a configuration setting

3. Example settings

3.1. Automatic Windows Log On (SSO)

Automatic Windows Log On, otherwise known as Single Sign On (SSO), allows users to log on once on their workstation, and gain access to multiple systems without being prompted to log on again at each of the systems.

By default, Automatic Windows Log On is turned off in the Dundas BI configuration settings.

Before enabling this option, first ensure that the Log On Modes configuration setting is set to All or Windows.

Check the Log On Modes setting
Check the Log On Modes setting

Then set the Automatic Windows Log On configuration setting to True.

Enable Automatic Windows Log On
Enable Automatic Windows Log On

Note that Windows authentication must be enabled in IIS as well. For more details, see this Microsoft article: Configure Windows Authentication (IIS 7).

Once SSO is enabled, automatic logon will occur for all URLs that do not require explicit authentication. For example, navigating to http://yourinstance/ will take you directly to the home screen, whereas http://yourinstance/LogOn/ will still show the Log On screen.

3.2. Multiple Domain Support

This setting enables Dundas BI to work with multiple Active Directory domains. Activating the Multiple Domain Support setting lets you set up cross domain authentication by adding windows accounts and windows groups from another domain.

Note
Built-in Local Groups are not available for Windows Group accounts, regardless of the domain being used.

Under Category, select Authentication.Active Directory, select Edit Value, and tick the checkbox.

Multiple Domain Support setting
Multiple Domain Support setting

If your Active Directory domain controllers are not configured to support simple bind connections using Secure Sockets Layer (SSL), you have to disable the Simple Bind SSL Supported setting.

Simple Bind SSL Supported setting
Simple Bind SSL Supported setting

3.3. Default Home Page (Relative Path)

This configuration setting lets you set the page that appears when a user logs on to Dundas BI. It applies to all users application-wide as long as their Default View is set to Home (i.e., the user has not set a specific default view).

The setting value must be a relative URL like the one you get when you open a dashboard:

/Dashboard/abd7c93f-c9a6-4ecd-b7cf-7206d1977eae?e=false&vo=none

Or, it can be a relative URL like the one you get when you use the Share Link option:

/Link/?shortLink=yt1sca4pw9ir7ryke9ymew54th

Default Home Page setting
Default Home Page setting

3.4. Email settings

Email settings must be configured for certain features to work, including notifications and password reset from the Log on screen.

Click the Category dropdown and set it to Email to see the available email settings. Note that some of the settings are advanced so you'll also need to select the Show Advanced Settings checkbox to see them.

Email settings
Email settings

The following table describes the various email settings. Dundas BI supports sending email via an SMTP server. Or, you can have the email messages delivered as files to a network share folder.

SettingDescriptionValues/Example
Email Delivery Type

The email delivery type to be used by the application:

  • SMTP: Use this in conjunction with the SMTP settings to send actual emails.
  • Drop Folder: Store email messages as files in a pickup directory. These will be *.eml files which you can sort by date.
  • Test: Simulates a working email service, but doesn't actually attempt to send anything. This option lets you test features such as scheduled notifications that require email, without having to worry that emails are being sent.
  • None: This is the default setting. If you try to use features requiring email (such as account registration), it will result in an exception error.
  • None (default)
  • SMTP
  • Drop Folder
  • Test
Email Pickup Directory Email pickup directory location (applies when the email delivery type is Drop Folder). For example, set this to a network share folder.  \\server1\share
Sender Email Address The sender of the email messages sent by the email service.  sender@example.com
SMTP Enable SSL If enabled, SSL will be used when connecting to the SMTP server.  true/false (default)
SMTP Server The SMTP server (applies when the email delivery type is SMTP). An optional port may be specified here as well (e.g. "smtp.example.com:25"). smtp.example.com
SMTP Server Password The password for SMTP server authentication. Leave empty if authentication is not required.
SMTP Server Username The username for SMTP server authentication. Leave empty if authentication is not required.

There are a couple of ways to test the email settings after you've set them.

The first way is to go to the System Health admin section and click Test Email Settings. You'll be asked to enter an email address to receive a test email.

Test email settings
Test email settings

A second way to test is to create a Note-based notification and then add a note to a chart data point. Next, check your inbox or drop folder for the notification message. If you don't see the message, view the Dundas BI Log for any email-related errors (e.g., search for "Email"). If you get errors when using the Drop Folder delivery type, it may be due to permissions on the network share folder.

3.5. Internal Application URL

The Internal Application URL setting must be configured properly for scheduling-related features such as scheduled notifications to work properly. This URL is used by the Dundas BI Scheduler Service.

Internal Application URL
Internal Application URL

3.6. Log Filter

The Log Filter configuration setting lets you control the filtering of log messages. For each log channel (application area), you can independently set the level of logging you want (such as log only Critical messages or do Verbose logging). Use the scrollbar to see all of the available log channels.

If you change the level for a channel, you'll see it listed in the Live Preview section.

For example, if you set Query Audit to an Information level, every query sent to the database for data retrieval will be included in the log.

Log Filter setting
Log Filter setting

3.7. Rserve Connection

The Rserve Connection settings let you specify the details for connecting to an external R server. This is required in order to use the R language transforms such as R Data Generator.

If you have installed Rserve for Windows on your Dundas BI server for testing purposes, then the default Rserve Connection settings should suffice.

Rserve Connection settings
Rserve Connection settings

3.8. Additional Export Command Line Arguments

The exporting application in Dundas BI relies on the Chrome Embedded Framework (CEF), which sometimes requires additional arguments. The Additional Export Command Line Arguments setting lets you specify any a extra command line arguments required for the exporting application. 

Additional Export Command Line Arguments
Additional Export Command Line Arguments

The following table describes the various CEF arguments supported in Dundas BI.

ArgumentDescription
--proxy=address:port Specifies the proxy server to use (e.g. --proxy=192.168.1.42:8080).
--proxy-type=[http|socks5|none] Specifies the type of the proxy server. The default server type is set to http.
--proxy-auth Specifies the authentication information for the proxy server (e.g. --proxy-auth=username:password).

4. New or updated settings

List of new or updated settings in Dundas BI.

SettingCategoryDescriptionDefault Value
Default Time Zone General The default time zone of the application. If a time zone for an account cannot be determined at logon time, this time zone will be associated with the logon session. The server's local time zone
Job Failure Email Policy General Specifies the accounts that will get an email notification when a job fails. Options include System Administrator, Creator, and Runner or Creator. None
Data Warehouse Password General The password to use for the connection to the data warehouse, if integrated security is not being used. None
Maximum Resource Size General The maximum resource file size (in bytes). A value of 0 indicates that there is no limit. The limitation applies to images, data resources, and map/shape files. 0
Signing Certificate General The name of the certificate to use for signing data. None
Company Meta Data text Export The company name indicated in Excel and PowerPoint files generated by Dundas BI. None
Creator Meta Data Text Export The creator name indicated in Excel and PowerPoint files generated by Dundas BI. None
Allowed Admin IP Addresses Authentication Allows HTTP requests associated with administrator sessions to be restricted to a specified list of IP addresses. The value is a comma-separated list containing any combination of IP addresses and IP address ranges. If the value is empty, no IP restrictions will be imposed by the application. None
Create User Projects Automatically Authentication Specifies whether a My Project should be created for a user during their first logon. Enabled
Lock Session To IP Address Authentication If enabled, once a logon session has activity originating from a specific IP address, any further activity associated with that session must also come from that same IP address. Disabled
Federated Group Membership Cache Lifetime Authentication The number of days for which the system will cache the external group accounts to which an external user account belongs. 30 days
Federated Bridge URL Authentication The URL of the Dundas Federated Authentication web application. The value is automatically populated during installation or upgrade. None
Federation Manifest Authentication The configuration manifest for federated authentication. The value is a JSON array containing the properties of any desired authentication providers. None
Federation URIs Must Be HTTPS Authentication Any URLs specified in the manifest (or read from the identity provider's metadata) must use the HTTPS scheme. Enabled
Forest Manifest Authentication.Active Directory The configuration manifest for multiple Active Directory forests. The value is a JSON array containing the information about each forest. None
Windows User Name Format Authentication.Active Directory The format to use for Windows user account names. NT4
License Expiration Reminder Threshold Licensing The number of days before a license expires, at which point the system administrator will get an email with a reminder about the expiring license. If set to -1, no reminder email will be sent. 7 days
Disable Splash Screen Web Application Specifies whether the splash screen, which is shown during the loading of views, is disabled. this is different from the loading message, which can be disabled for each visual. Disabled

5. 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