Installing Dundas BI on Linux

1. Overview

To install Dundas BI, download and run the Dundas BI Linux installer on your Linux server. This will install the Dundas BI Deployment Wizard, 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.

1.1. Supported Linux distributions

Dundas BI supports certain versions of the following distributions:

• Red Hat Enterprise Linux (RHEL)
• Ubuntu LTS
• Amazon Linux

See the Dundas BI - System Requirements for your version of Dundas BI for supported version details.

1.1.1. Known limitations

There are certain known limitations when using Dundas BI on Linux.

Unsupported data sources:

• Data source support on Linux is detailed for each Dundas BI version in Dundas BI - System Requirements.

Unsupported Dundas BI features:

• Logging on with Windows (Active Directory)
• UNC path when using file data providers, such as CSV, Excel, XML (only http or https is supported)
• Windows authentication with data providers, including Server Windows credentials, Specified Windows credentials, Impersonated Windows credentials
• Federated Claims-Based Authentication (SAML, SSO)
• Sharepoint Web part
• XAML diagrams
• Segoe UI font (Dundas BI default font) not supported when views are exported

1.2. .NET Core

The ASP.NET Core Runtime is required, and may be installed for you automatically by the Dundas BI Linux installer. For more details, see the Dundas BI system requirements.

2. Download the Dundas BI deployment wizard installer

2.1. Installer for Ubuntu

To start installing Dundas BI on Ubuntu, first download and save the .deb version of the installer locally.

2.2. Installer for RHEL and Amazon Linux

To start installing Dundas BI on RHEL or Amazon Linux, first download and save the .rpm version of the installer locally.

3. Install the deployment wizard

3.1. Install on Ubuntu

Go to the folder where the .deb installer is saved and run the following command:

sudo dpkg -i [Installer file name].deb

3.2. Install on RHEL or Amazon Linux

Go to the folder where the .rpm installer is saved and run the following command:

sudo yum install [Installer file name].rpm

4. Run the deployment wizard

The Dundas BI Deployment Wizard lets you create and manage instances of Dundas BI on your Linux server.

Launch the Dundas BI Deployment wizard by using the following command:

sudo dundasbi --wizard

5. Create a Dundas BI instance

To create a new Dundas BI instance, Type 1.

6. License agreement

You must agree to the terms of the Dundas BI License Agreement before proceeding. Choose whether you want to view the terms of agreement by typing y or n.

You must accept the license agreement to proceed with the installation.

Type y to access the license agreement.

7. Prerequisites

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

If your system is missing some of the prerequisites, to install the missing prerequisites either type fixall to install all the missing prerequisites or type the corresponding number to select a prerequisite to install.

Once all of the checks have passed, type y to continue.

8. Instance details

Enter a unique name to the Dundas BI instance.

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

Enter a brief description of your instance. This is optional.

9. Database

Dundas BI stores its own data internally using two databases: an application database and a warehouse database.

9.1. Application database

The application database stores the configuration settings of the application and all of the objects that were created using Dundas BI.

Note that the application database is different from your data source database(s).

Choose whether to create a new application database or use an existing one. The latter option is applicable when you have an existing database (or the backup of one) that you want to use.

9.2. Select type

Dundas BI can store its own data using Microsoft SQL Server or the open-sourced PostgreSQL. 

Select the type of database server to use to run this instance.

9.3. Database name

Enter a database name or press Enter to use the default database name.

9.4. Application database connection

Enter the server name for the application database, which will be used to run Dundas BI.

Enter the User ID and Password for the application database.

If you use the server authentication option, the login ID and password needs to correspond to a database server account that has db_create permissions for Microsoft SQL Server or usesuper permissions for PostgreSQL.

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

9.5. Warehouse database connection

For the warehouse database connection, you can choose to use the same settings as the application database (except for the database name, which must be different) by typing y.

Type n if you want to provide the connection settings directly as in the previous step.

9.6. Encrypt application database connection string

When selected, this option will encrypt the application database connection string found in the dbi.config file.

Type y to encrypt the application database connection string.

10. Specify website port

You must enter a value for the website port. Ensure to enter a valid port number.

11. Administrator configuration

Choose a username and password for the Dundas BI administrator account. 

Enter the email address and password for the administrator.

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

12. Deployment details

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

To proceed, type y.

13. Configure reverse proxy

After creating the instance, you must configure the reverse proxy.

Launch the Dundas BI Deployment wizard by using the following command.

sudo dundasbi --wizard

Type 5 to begin configuring the reverse proxy. Select an instance from the list by typing the corresponding number for the instance.

Select whether to use SSL by selecting y or n.

Choose y or n to provide a name for the proxy server.

Enter a port number that will be used to access your instance.

Review the reverse proxy configuration details.

To proceed, type y.

Now you can access your Dundas BI website using the reverse proxy port number.

14. X Virtual Frame Buffer Service

To enable exporting dashboards and other views, you must configure the X Virtual Frame Buffer Service.

Launch the Dundas BI Deployment wizard by using the following command.

sudo dundasbi --wizard

Type 6 to begin configuring the X Virtual Buffer service. The prerequisites check runs. Type fixall to install any prerequisite that is not installed. 

After all the prerequisites are installed type y to proceed. Confirm to start creating the X Virtual Frame Buffer Service by typing y.

15. Next steps

After installation, you'll want to:

• Log on for the first time as the administrator (admin).
• Get familiar with the various admin-related functions such as managing user accounts.
• Review configuration settings (including email settings which are necessary for certain features like notifications to work).
• Apply a retail license if needed.

16. See also

• Dundas BI - System Requirements
• Log on to Dundas BI
• Administration Overview
• View or modify configuration settings
• Managing licenses
• Dundas BI config file
• How to enable SQL Server authentication
• How to reset the admin password