Installing Dundas BI

Tip
Watch the Introduction to Dundas BI video and then try our Free Online Trial before installing Dundas BI. The trial comes with sample data and pre-built dashboards ready for you to use. No installs are required, all you need is a web browser.

1. Overview

To install Dundas BI, download and run the Dundas BI Setup program on your (server) computer. This will install the Dundas BI Deployment application, which you then use to create and manage instances of Dundas BI.

A Dundas BI instance is a named version of the Dundas BI product. As an example, you can install one instance for development, testing or staging purposes, and then have a second instance dedicated to production usage. Multiple instances of Dundas BI can also reside on the same server computer.

2. Install the Deployment application

Dundas BI Deployment is an all-in-one application that lets you create and manage instances of Dundas BI on your server computer.

To install the Dundas BI Deployment application, run the Dundas.BI.Setup program which you downloaded from Dundas.

Dundas BI Setup program
Dundas BI Setup program

In the Dundas BI Setup screen, specify the Installation folder for the Dundas BI Deployment application. You can either accept the default folder or choose another one.

Read the License Terms by clicking the given link. If you agree with the terms, select the corresponding checkbox.

Click Install to begin installing the Dundas BI Deployment application.

Choose the installation folder and agree to license terms
Choose the installation folder and agree to license terms

When the setup is complete, click Launch to start the Dundas BI Deployment application.

Dundas BI Deployment application
Dundas BI Deployment application

3. Create a Dundas BI instance

To create a new Dundas BI instance, launch the Dundas BI Deployment application.

Click Manage Instances or Deployments on the left, and then click Create an Instance.

Create a Dundas BI instance
Create a Dundas BI instance

4. Prerequisites

The 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

5. 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.

6. Instance Details

In the Instance Details step, give a unique name to the Dundas BI instance. The default name is Instance1.

Note that your chosen instance name cannot have any spaces or special characters. Valid characters are: a-z, A-Z, 0-9, and underscores.

Optionally, enter a brief description of your instance.

Instance Details
Instance Details

7. Destination Folder

Choose a destination folder for the installation. You can accept the default folder or select another one by clicking (...).

By default, the new instance will be installed to the folder: C:\Program Files\Dundas Data Visualization Inc\Dundas BI\Instances\{InstanceName}.

8. Database

Dundas BI stores its data internally using two SQL Server databases: an application database and a warehouse database which is used for caching.

Follow the steps below to configure the connection settings for these two databases.

8.1. Application Database

The application database stores the configuration settings of the application and all of the objects that were created using Dundas BI such as data cubes, metric sets, and dashboards.

In the Application Database step, choose to create a new application database or use an existing one. The latter option is applicable when you have an existing database from a previous instance of Dundas BI that you want to use.

Application Database
Application Database

Encrypt application database connection string - This is a new feature in Verion 3.0. When selected, it will encrypt the application database connection string found in the dundasBIConnection.config file.

Encrypt application database connection string
Encrypt application database connection string

Note that the application database is different from your data source database(s), as seen from the Dundas BI Architecture below.

Dundas BI Architecture - Application Database (App DB)
Dundas BI Architecture - Application Database (App DB)

8.2. Application Database Connection

Enter the connection details for the application database.

The Server authentication option is recommended for security reasons. Using the Windows authentication (Windows Integrated security) option is acceptable however for evaluation purposes.

Note
The nature of our application is a special case, because we allow users to define connections to arbitrary data sources. If Windows authentication were used, a user could potentially create a data connector to the DBI Application and/or Warehouse databases without specifying any actual credentials, thereby gaining the ability to read sensitive data which should not be allowed. This happens because by default, database connections are made using the Windows identity associated with the IIS application pool running Dundas BI, and this identity would require access to the Application and Warehouse DBs if Windows Authentication was used. To eliminate this security leak, we strongly recommend NOT giving the application pool user access to the aforementioned databases, and instead using SQL Server Authentication. This way, arbitrary users would not be able to create data connectors against those databases unless they knew the username and password.

If you use the Server authentication option, make sure the login ID and password correspond to a SQL Server account that has db_create permissions.

For more information about using SQL Server authentication with Dundas BI, see How to enable SQL Server authentication.

Application Database Connection
Application Database Connection

8.2.1. Application Database Connection: Modifying connection string (Post-Installation)

You can point the Dundas BI application to connect to a different database by modifying the connection string in the Dundas BI configuration file, which can normally be found at:

C:\Program Files\Dundas Data Visualization Inc\Dundas BI\Instances\[yourInstance]\www\BIWebsite\App_Data\dundasBIConnection.config
Note
To change the credentials when the connection string is encrypted, you need to first decrypt the connection string using the dt.exe command line tool, then update the credentials.

You need to Restart IIS or Recycle the App Pool after making changes and saving the configuration file.

8.3. Warehouse Database Connection

For the warehouse database connection, select the checkbox to use the same settings as the application database (except for the database name which must be different).

De-select the checkbox if you want to provide the connection settings directly as in the previous step.

Warehouse Database Connection
Warehouse Database Connection

The warehouse database is illustrated in the Dundas BI Architecture diagram below.

Dundas BI Architecture - Warehouse Database
Dundas BI Architecture - Warehouse Database

9. IIS Configuration

Dundas BI is a web application that requires Microsoft IIS. Follow the steps below to configure the web application.

9.1. Web Application Configuration

You can install the Dundas BI web application as a new website, or as a new virtual directory. In the case of a virtual directory, you must select the parent website from the provided list.

There is also a third option which allows you to skip this step so you can create and configure the website yourself afterwards. But this option is not recommended.

Web Application Configuration
Web Application Configuration

9.2. Web Application Options

Choose a name for the web application and the type of website binding (e.g. HTTP or HTTPS). In the case of HTTPS, you must also select a SSL Certificate.

Web Application Options
Web Application Options

9.3. Application Pool Configuration

Choose an identity to run the Dundas BI application pool. The identity determines what permissions the Dundas BI application will have while running:

  • Network Service is the default option and is usually what you want if your application database is on the same computer.
  • Application Pool Identity allows you to run the Dundas BI application pool without having to create domain or local accounts.
  • Specific User lets you use a specific user ID and password instead of one of the system accounts. This can be useful if your application database resides on another computer and requires a specific user for access. To specify a domain account, use the format: DOMAIN\username.

Application Pool Configuration
Application Pool Configuration

10. Scheduler Service Configuration

The Dundas BI Scheduler Service is required for the scheduling-related features to work.

10.1. Scheduler Service Options

Choose the option to add the Scheduler Service and then enter the name of the service (or accept the default name).

Scheduler Service Options
Scheduler Service Options

10.2. Scheduler Service Identity

Choose an identity to run the Scheduler Service. The identity determines what permissions the service will have while running.

Scheduler Service Identity
Scheduler Service Identity

11. Administrator Configuration

Choose a username and password for the Dundas BI administrator account. By default, the username is set to Admin.

Enter the email address for the administrator as well.

The administrator username and password are required to log in to Dundas BI for the first time. After logging in, the administrator can change the password as desired.

Administrator Configuration
Administrator Configuration

12. License Configuration

In the License Configuration step, indicate whether you want to use the Dundas BI evaluation license, or apply an actual license file obtained from Dundas.

You can always apply a license after you've installed Dundas BI. See Add a license for more details.

13. Extensions

In the Extensions step, select the option to download and install the Export (Standard Export Providers) extension. Although optional, this extension is required to fully enable the share, export and notification features in Dundas BI.

Export Extension
Export Extension

If you skip this step, you can still install the extension later from the Deployment application's main screen (by clicking Extensions on the left).

14. Deployment Details

This step lets you review all of the options you selected one more time before proceeding with the instance installation.

You can also print the list of deployment details from this screen.

If everything looks fine, click Deploy to begin installing.

15. Adding Instance to Server has Completed

When the instance installation completes, click the provided website link to begin using Dundas BI.

You can also review the installation logs from this screen.

Click Finish to return to the Dundas BI Deployment application.

Adding Instance to Server has Completed
Adding Instance to Server has Completed

16. Next Steps

After installation, you'll want to:

17. 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