Administration overview

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Administration tasks are performed right from Dundas BI's main interface, including licensing, application configuration, and user accounts and their privileges.

1. Accessing admin functionality

To access the Admin functionality in Dundas BI, first log on as an administrator user. After initial installation or sign-up, the administrator'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 in Dundas BI also have access to the administrative functions.

Next, if you are at the home screen, click Administration.

Click Administration from the home screen
Click Administration from the home screen

Alternatively, go to the main menu on the left at any time while logged in and click Admin.

Click Admin from the main menu
Click Admin from the main menu

You are now presented with the administration homepage and a list of administrative functions in the blue sidebar on the left.

Note
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 is divided into three sections:

Administration home page
Administration home page

Notifications

Application-wide errors and warnings, such as failed jobs, critical logs, or licensing issues, will appear at the top of the page and may include a link for further information.

Application Information

Information related to this instance of Dundas BI, including:

  • Instance version
  • 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

Admin functions are categorized into different areas such as Account Service and Licensing in the blue 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

Projects & File Explorer options
Projects & File Explorer options

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

2.2. Account Service

The Account Service area lets you:

Account Service options
Account Service options

2.3. SaaS / Multi-Tenancy

Dundas BI has built-in support 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

SaaS / Multi-Tenancy area
SaaS / Multi-Tenancy area

Note
You must have the appropriate licensing from Dundas in order to see this option.

2.4. Licensing

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

Licensing area
Licensing area

Tip
Adding a valid retail license will remove the evaluation watermark from Dundas BI.

2.5. Import / Export

This area lets you:

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

Import/Export options
Import/Export options

2.6. System Health

Use the System Health area to:

System Health options
System Health options

See Monitoring system health for more about these options.

2.7. Setup

The Setup area lets you:

Setup area
Setup area

Note
If you did not install Dundas BI, 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 Dundas BI instance.

Click About to see the version number
Click About to see the version number

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.

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

3. 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:
Phone: 9am-6pm, ET, Mon-Fri
Email: 7am-6pm, ET, Mon-Fri