Administration overview


Application configuration and other administration tasks can be performed in Dundas BI without having to log in directly on the server. This makes it easy to administer the system and perform tasks such as changing configuration settings or adding a new license.

1. Accessing admin functionality

To access the Admin functionality in Dundas BI, first log on as an administrator user. After initial installation, the administrator's logon name is admin, and the password is the one specified during the installation procedure. 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 on the left.

1.1. Administration homepage

The administration homepage is displayed for system administrators and is divided into three sections:


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 the following:

  • Instance version.
  • License kind and licensee.
  • Application identity and ID.
  • Logon history over the last 24 hours, and the numbers of active logon sessions, running jobs, accounts, tenants, and servers. Click the value as a shortcut to the respective area.

Server Information

Information related to the currently-used server, including the following:

  • Server name and ID.
  • Connection strings for the application database and the warehouse database.
  • CPU and memory usage.

Administration home page
Administration home page

Tenant administrators who are not part of the System Administrators group will not have access to the admin home page and will default instead to the File Explorer.

2. Administration areas

Admin functions are categorized into different areas such as Account Service and Licensing. 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

Projects & File Explorer options
Projects & File Explorer options

See Manage projects and the file system for more details on the Projects and File Explorer 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

You must have the appropriate licensing from Dundas in order to see this administration area.

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

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

2.5. Import/Export

The Import/Export area lets you:

  • Import and export projects, accounts, groups, and custom attributes
  • 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

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.

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