Administration overview


Administration tasks are performed right from the main interface, including licensing, application configuration, and user accounts and their privileges.

1. Accessing admin functionality

To access the administration functionality, first log on as an administrator user. After initial installation or sign-up, the built-in administrator user's logon name is admin, and the password is the one specified during the installation procedure or provided to you. Users who are part of the System Administrators group also have access to the administrative functions.

In the main menu on the left, click the Profile button at the bottom, then access Administration from the pop-up menu. (In Logi Symphony, first navigate to Managed Dashboards/Reports to access the functionality described here. In earlier versions, click Admin directly from the main menu.)

Open administration from the main menu
Open administration from the main menu

Alternatively, if you are at the home screen, you can expand the quick actions using the button in the top-left, then click Administration.

You are now presented with the administration homepage, and a list of administrative functions you can navigate between in the sidebar on the left.

Tenant administrators do not have access to certain pages including the homepage shown below, and will start from the File Explorer instead.

1.1. Administration homepage

The administration homepage is displayed for system administrators and its main content area is divided into three sections:

Administration home page
Administration home page


Errors and warnings such as for failed jobs, critical log entries, or licensing issues may appear at the top of the page, and may include a link for further information.

Application Information

Information related to this application instance, including:

  • Version of the software instance
  • License kind and licensee
  • Application identity and ID
  • Numbers of active & recent logons, running jobs, accounts, tenants, and servers - click to go to the respective area

Server Information

Information related to the currently-used server, including:

  • Server name and ID
  • The connection strings you configured for the application and warehouse databases, if applicable
  • CPU and memory usage

2. Administration areas

Administration functions are categorized into different areas such as Account Service and Licensing in the sidebar to the left. Click on one of the headings to expand it and see the available options.

2.1. Projects / File System

The Projects & File System area lets you:

  • Create, edit, and delete projects
  • Explore and reorganize the files and folders within an existing project
  • Rename, edit, publish, or delete file items (e.g., data connectors or dashboards)
  • Set up security privileges and other properties for projects, files, and folders
  • Manage data cube storage options and scheduling

See Manage projects and the file system for more details on these options.

2.2. Account Service

The Account Service area lets you:

2.3. SaaS / Multi-Tenancy

Built-in support is available for SaaS (software-as-a-service) and multi-tenant deployment scenarios. Use the SaaS / Multi-Tenancy administration area to:

  • Create and manage tenants which are isolated from each other
  • Add user accounts or groups to a specific tenant
  • View and manage tenant projects
  • Share a single project and its dashboards with multiple tenants using tenant overrides
  • View and customize the licensed seats for each tenant individually

You must have this functionality enabled in your license in order to see this option.

2.4. Licensing

The Licensing area lets you manage existing licenses and add new licenses. You can also see how many licenses of each type are in use and how many are available.

Adding a valid retail license will remove the evaluation watermark.

2.5. Import / Export

This area lets you:

  • Import and export projects, accounts, settings, and various other files and objects from one application instance to another
  • Save your export settings for future use

2.6. System Health

Use the System Health area to:

See Monitoring system health for more about these options.

2.7. Setup

The Setup area lets you:

If you or your organization did not install Dundas BI or Logi Symphony, Servers, Server Groups, and Extensions may not be available depending on how your instance is hosted.

2.8. About

Click About to view the About screen for this application instance.

The About screen displays information such as:

  • Version
  • Release Kind
  • Build Date
  • Licensed To
  • License Kind
  • License IDs
  • Session ID
  • Application Diagnostics

All users can access a similar screen from their profile via the More about this product link, but non-administrator users see fewer details. To also hide the product version from those users, enable the Hide Error Stack Traces configuration setting.

Application diagnostics can contain useful information such as installed drivers and memory cache usage.

3. See also

Dundas Data Visualization, Inc.
400-15 Gervais Drive
Toronto, ON, Canada
M3C 1Y8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours:
Phone: 9am-6pm, ET, Mon-Fri
Email: 7am-6pm, ET, Mon-Fri