Tenant overrides

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1. Overview

This walkthrough shows you how to use data connector overrides to allow multiple tenants to share the same data connector, dashboards, etc., but have them display data from a different database for each tenant. For example, each tenant might maintain their own database, or you may decide to use separate databases for security reasons.

Note
If you want to use data cube storage options with data connector overrides, upgrade to Dundas BI version 6 or later.

2. Example setup

The following steps walk through setting up a simple example of a dashboard shared between tenants but displaying different data for each.

2.1. Set up tenant data sources

Create a database with a single table for the first tenant as follows:

  • Database name: DatabaseA
  • Table name: Products
    • Column: ProductID, int
    • Column: ProductName, nvarchar(50)
    • Column: ListPrice, decimal(18,2)

SQL Server database for the first tenant
SQL Server database for the first tenant

Create a DatabaseB for the second tenant with the exact same schema (but different data) as above.

SQL Server database for the second tenant
SQL Server database for the second tenant

2.2. Create a new project and dashboard

Log on to Dundas BI as a System Administrator and create a new project, which will be accessible to all tenants. Make sure it is the active project.

Create a new project
Create a new project

Create a new data connector for DatabaseA.

Then create a new dashboard by dragging the ListPrice and ProductName columns from your data connector to the dashboard canvas.

A table visualization is displayed, showing values from DatabaseA.

Create a new dashboard
Create a new dashboard

Check in your dashboard.

2.3. Add tenants and users

Go to the main menu and click Admin. Expand the SaaS / Multi-Tenancy section and click Tenants. (If you don't see this option, it means you aren't licensed for this feature.)

In the Tenants screen to the right, click Add tenant.

Add a tenant
Add a tenant

In the Add Tenant dialog, enter the Name as TenantA

Enter a name for the tenant
Enter a name for the tenant

Expand the Seat Allocation section and add 5 Standard User seats under Reserved.

Enter the seat allocation for the tenant
Enter the seat allocation for the tenant

Click the submit button at the bottom to add the tenant.

Repeat the above steps in order to add TenantB. The Tenants screen is updated with the list of tenants.

Two tenants have been added
Two tenants have been added

Tip
Every tenant that you create is given a unique ID. If you only know the ID of a tenant but not its name, you can search for it in the Tenants screen by pasting the ID in the Search box.

Next, go to the Admin screen, expand Account Service and click Accounts. Add a new account (UserA) and set its Tenant field to TenantA.

Add UserA account to TenantA
Add UserA account to TenantA

Similarly, add a new account (UserB) and set its Tenant field to TenantB. The list of accounts looks like this now:

Added UserA and UserB accounts
Added UserA and UserB accounts

As an aside, go to the Groups list. You'll see two groups corresponding to each tenant. You can edit the membership of a Tenant Administrators group in order to assign a user account as a tenant administrator. Tenant administrators have the ability to add new accounts to the tenant and assign available license seats to those accounts.

Tenant Administrators and Members groups
Tenant Administrators and Members groups

3. Add data connector overrides

Under SaaS / Multi-Tenancy in the Admin section, go to Tenants, and click to edit TenantB (in our example).

Click Data Connector Overrides and then Add Override.

Add data connector overrides
Add data connector overrides

In the Open dialog, choose the data connector to override for this tenant and click the submit button at the bottom.

Select data connector to override
Select data connector to override

In the data connector dialog, scroll down and update the settings required to connect to the data source for this tenant (e.g., DatabaseB).

Update database settings for a tenant
Update database settings for a tenant

Submit the dialog. The data connector override is added to the tenant's details.

Override for DataConnector1 is added to TenantB
Override for DataConnector1 is added to TenantB

4. View the dashboard as a tenant user

Log out of Dundas BI and log back on as UserA

View the dashboard and observe that it displays the correct data from DatabaseA.

Log out again and log back on as UserB.

View the dashboard and observe that it displays the correct data from DatabaseB.

UserB sees data from DatabaseB
UserB sees data from DatabaseB

5. Using tenant time dimension overrides

Tenant time dimension overrides allow for a single time dimension's settings to be changed per-tenant. An example of this is if tenant A and tenant B use a different day as the start of the week. The following steps apply a time dimension override:

Edit a tenant in the admin screen the same as for regular data connector overrides, but in the Tenant Details dialog, click Time Dimension Overrides.

Edit time dimension overrides for a tenant
Edit time dimension overrides for a tenant

Click Add override.

Add a time dimension override
Add a time dimension override

In the Open dialog, select a time dimension to override.

Select the time dimension to override
Select the time dimension to override

In the Time Dimension dialog, change the options as required for this tenant, then submit the dialogs.

Select the time dimension options to override
Select the time dimension options to override

6. 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