Add samples to an instance

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1. Overview

This article shows you how to install and use sample projects provided by the Deployment application in your existing instance of Dundas BI. A sample consists of a Dundas BI project that offers one or more sample dashboards which you can use or customize as needed.

These samples include dashboards you can use to analyze the usage and performance statistics automatically recorded within your Dundas BI instance.

2. Launch the Deployment application

For installations on Windows, run the Dundas BI Deployment application, which lets you manage instances of Dundas BI on your server. This can be found in the start menu on the server computer, or you can launch it from its installed location.

On Linux, run and use the Deployment wizard as shown in Installing Dundas BI on Linux, choosing the option to add a sample.

3. Adding samples

In the Dundas BI Deployment application on Windows, click Samples on the left.

Then click Add samples to an instance.

Add samples
Add samples

3.1. Select samples to add

In the Samples step, select the sample(s) you want to add.

Select samples to add
Select samples to add

Click Next to continue.

3.2. Select an existing instance

In the Select an instance step, select the instance of Dundas BI to receive the samples.

Select a Dundas BI instance
Select a Dundas BI instance

Note
If your instance is not listed, you may need to upgrade it first.

Click Next to continue.

3.3. Review details

This screen lets you review your selections before proceeding with the samples installation.

Review details before proceeding
Review details before proceeding

If everything looks fine, click Add Samples to begin installing.

3.4. Adding samples to instance succeeded

You should see the Adding samples to instance has succeeded screen when the installation is complete.

Adding samples succeeded
Adding samples succeeded

If you've just added the Tracking Dashboard sample, click the hyperlink to view the Usage Tracking dashboard. (You'll be required to log on as an administrator.)

Click Finish to return to the Dundas BI Deployment main screen.

4. Using samples

4.1. Usage tracking dashboard

To use a sample, log on to Dundas BI and switch to the corresponding Dundas BI project. For the usage and performance tracking samples, you'll need to log on as an administrator in order to access them.

Log on as administrator and switch to the Usage Tracking Dashboard project
Log on as administrator and switch to the Usage Tracking Dashboard project

Next, go to the main menu and open a sample dashboard in the project for viewing.

View the Usage Tracking dashboard
View the Usage Tracking dashboard

The Usage Tracking Dashboard sample allows administrators to track the usage or viewing of dashboards, reports, and other views across users and projects.

Tip
Click the help button (question mark) on the dashboard to see descriptions for the various charts and tables.

4.2. Performance tracking dashboard

View the Performance Tracking dashboard
View the Performance Tracking dashboard

The Performance Tracking Dashboard sample lets you analyze the performance of metric sets (e.g., load times) across projects and views.

Tip
To customize or disable the saving of performance statistics, set the Performance Statistics Maximum Age configuration setting.

4.3. Getting started

For the Getting Started project, open the main dashboard called Start Here.

The Start Here dashboard
The Start Here dashboard

Note
The Getting Started with Dundas BI project is installed by default in new instances of Dundas BI, but you can add them as described here if it was removed.

5. 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