Installing Dundas BI on Linux

Tip
Watch the Introduction to Dundas BI video and then try our Free Online Trial before installing Dundas BI. The trial comes with sample data and pre-built dashboards ready for you to use. No installs are required, all you need is a web browser.

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

  • Red Hat Enterprise Linux (RHEL) 7.3
  • Ubuntu 18.04

1.1.1. Known limitations

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

Data connectors not supported:

  • Access and DBF
  • Exasol Database
  • IBM DB2 Database
  • Microsoft Dynamics CRM
  • Microsoft SQL Server Analysis Services
  • Salesforce.com
  • SAP HANA Database
  • Sharepoint Excel Services
  • Sharepoint Lists
  • Vertica Database

Dundas BI features not supported:

  • 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
  • Application logging to file

1.2. .NET Core requirement

Ensure that Microsoft .NET Core 3.0 is installed and set up before you start installing Dundas BI on Linux. For more information about installing .NET Core, 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

To start installing Dundas BI on RHEL, 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

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.

Dundas BI Deployment Wizard
Dundas BI Deployment Wizard

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 accespt 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.

Prerequisites
Prerequisites

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-zA-Z0-9, and underscores.

Instance Details
Instance Details

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

Instance Details
Instance Details

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.

Application Database Credentials
Application Database Credentials

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.

Note
If you are creating a SQL Server database, you must ensure that the server has SQL Server Authentication enabled.

Database server type
Database server type

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.

Application Database Connection
Application Database Connection

Enter the User ID and Password for the application database.

Application Database Credentials
Application Database Credentials

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.

Warehouse Database Connection
Warehouse Database Connection

10. Specify website port

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

Specify Website Port
Specify Website Port

11. Administrator configuration

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

Administrator Configuration
Administrator Configuration

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. Getting started with Dundas BI project

Indicate whether you want to include the Getting Started with Dundas BI project.

Add the Getting Started Project
Add the Getting Started Project

This project will provide step-by-step instructions on getting started with Dundas BI. You can always add the project later using the deployment application. type y or n.

13. Deployment details

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

Review Deployment Details
Review Deployment Details

To proceed, type y.

Instance Created Successfully
Instance Created Successfully

14. 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

Dundas BI Deployment Wizard
Dundas BI Deployment Wizard

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

Select Instance
Select Instance

Select whether to use SSL by selecting y or n.

SSL
SSL

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

Proxy Server Name
Proxy Server Name

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

Note
Ensure that you specify a new port number and not the one you used to install Dundas BI.

Proxy Port Number
Proxy Port Number

Review the reverse proxy configuration details.

Review Proxy Configuration Details
Review Proxy Configuration Details

To proceed, type y.

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

15. 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

Dundas BI Deployment Wizard
Dundas BI Deployment Wizard

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

XVFB Prerequisite Check
XVFB Prerequisite Check

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

XVFB Confirm
XVFB Confirm

16. 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.

17. 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