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Dundas Dashboard - Advanced Installation

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Modified on Fri, 31 Jan 2014 12:38 PM Categorized as Installation, Mobile
Click to return to: Documentation | Installing and Administering Dundas Dashboard

Installation screen of the Deployment Center.

Installation screen of the Deployment Center.


Advanced Installation

This option is for technical users who would like to configure database server settings as well as other advanced options.

Tip: Watch the how-to video: Installing Dundas Dashboard

Here are the installation steps:

  1. From the Installation screen, click Install a new Dundas Dashboard Instance.
  2. Review and check installation prerequisites.
  3. Accept the terms in the license agreement.
  4. Enter instance details.
  5. Choose the destination folder.
  6. Configure the application databases.
  7. Configure IIS.
  8. Customize the application pool credentials.
  9. Customize the scheduler service credentials.
  10. Configure the administrator user.
  11. Choose evaluation or retail license file.
  12. Configure email server settings.
  13. Choose sample projects to install.
  14. Configure the mobile web service.
  15. Review installation details.
  16. Begin installing.
  17. Review installation summary.
  18. Launch Dundas Dashboard.

Installation Screens

Installation Prerequisites

The installation requires a number of prerequisites to be installed before it can proceed further. If your system has all of the prerequisites, simply click Next to continue.

If your system is missing some of the prerequisites:

  1. Install the missing prerequisites.
  2. Go back to the installer screen and click Run System Configuration Test to have the installer check prerequisites on your computer again.
  3. Once all of the checks are passed, click Next to continue.

Installation Prerequisites screen.

Installation Prerequisites screen.


License Agreement

You must agree to the Dundas Dashboard License Agreement as follows:

  1. Click the checkbox to accept the terms in the license agreement.
  2. (Optional) Click Print to print a copy of the license agreement to your printer.
  3. Click Next to continue.

License Agreement screen.

License Agreement screen.


Instance Details

This screen requires you to give a unique name to the Dundas Dashboard Instance:

  1. Enter an instance name in the Name box. This name cannot have any spaces or special characters. Valid characters are: A-Z (uppercase and lowercase), numbers, and underscores.
  2. Click Next to continue.

Instance Details screen.

Instance Details screen.


Destination Folder

  1. (Optional) Click Change to pick a new destination folder.
  2. Click Next to continue.

Destination Folder screen.

Destination Folder screen.


Application Database

Dundas Dashboard stores its data in two application databases: a DataStore database and a Sync database. The data stored includes everything from user and group security information to dashboards. The application databases may reside on a local instance of SQL Server or a remote instance that runs on a separate server.

Application Database screen.

Application Database screen.


  1. Choose one of the following application database options:
  2. Click Next to continue.

Note: The SQL login used for creating, using existing, and cloning options must contain the following fixed server roles: DBCreator, SecurityAdmin, ProcessAdmin, and DiskAdmin.

Create new Dundas Dashboard databases

Use this option if you have never installed Dundas Dashboard before. You will be asked to choose the SQL Server instance, authentication method, and database name for both the DataStore and Sync databases as follows.

Configure the DataStore database.

Configure the DataStore database.


In the Configure DataStore Database screen:

  1. Click the Database server dropdown list to choose a SQL Server instance.
  2. Choose to connect using either Windows authentication, or SQL Server authentication. For SQL Server authentication, also enter a Login ID and corresponding Password.
  3. A default name for the new DataStore database appears in the Datastore Database box. You can change the name as desired but note that a database with the same name must not already exist on the chosen SQL Server instance.
  4. Click Next to continue. The Configure Sync Database screen appears.
  5. Configure the Sync database using similar steps as above.

Note: To use SQL Server login credentials, the login ID and password must belong to an account that has db_create permissions.

Use existing Dundas Dashboard databases

Use this option if you already have an existing instance of Dundas Dashboard and want to use its application databases as a starting point. The installer will link the new version of Dundas Dashboard to your existing application databases.

Note: If necessary, your existing application databases will be upgraded to work with the new Dundas Dashboard version. By default, the installer will make a backup of your original application databases before doing this upgrade. After the upgrade, the application databases will no longer work with your previous/old version of Dundas Dashboard.

Select an existing Dundas Dashboard instance.

Select an existing Dundas Dashboard instance.


In the Existing Version Configuration screen:

  1. If you want to link to the databases from an existing installation of Dundas Dashboard:
    • Click “Select a Dundas Dashboard Instance you would like to use”.
    • Select an instance of Dundas Dashboard from the list.
  2. If you do not see your Dundas Dashboard instance in the list, or you want to choose the existing databases manually:
    • Click “Please select the databases manually”.
    • Click Select datastore database to choose the existing DataStore database to link to.
      Select existing DataStore database.
    • Click Select sync database to choose the existing Sync database to link to.
  3. The option to backup the application databases first should already be selected.
  4. Click Next to continue.

Note: To use SQL Server login credentials, the login ID and password must belong to an account that has db_create permissions.

Clone existing Dundas Dashboard databases

Use this option if you already have an existing instance of Dundas Dashboard and want to make a clone of its application databases. The installer will link the new version of Dundas Dashboard to the cloned application databases. This option allows both your existing Dundas Dashboard and new Dundas Dashboard instances to work simultaneously.

Note: If necessary, the cloned databases will be upgraded to work with the new Dundas Dashboard version.

Select an existing Dundas Dashboard instance for database cloning.

Select an existing Dundas Dashboard instance for database cloning.


In the Existing Version Configuration screen:

  1. If you want clone the databases from an existing installation of Dundas Dashboard:
    • Click “Select a Dundas Dashboard Instance you would like to use”.
    • Select an instance of Dundas Dashboard from the list.
  2. If you do not see your Dundas Dashboard instance in the list, or you want to choose the existing databases manually:
    • Click “Please select the databases manually”.
    • Click Select datastore database to choose the existing DataStore database to clone.
      Select existing DataStore database.
    • Click Select sync database to choose the existing Sync database to clone.
  3. In the Cloning Options section, change the names of the target databases as desired.
  4. Click Next to continue.

Note: To use SQL Server login credentials, the login ID and password must belong to an account that has db_create permissions.

IIS Configuration

Because Dundas Dashboard is a web application, you need to configure it on your IIS instance as a new website running on its own port, or as a new virtual directory in an existing website.

  1. To install Dundas Dashboard as a new website, select the “Create a new website” option. Enter a Website Port number to run Dundas Dashboard on a specific port of the web server.
  2. To install Dundas Dashboard as a virtual directory, select the “Create a new virtual directory” option, then choose an existing website from the drop-down list.
  3. Enter a Web Application Name in the box provided.
  4. Select the “Create Client Access Policy” option if you want to create a client access policy to allow cross-domain access. For more information about cross-domain security, see Network Security Access Restrictions in Silverlight.
  5. Click Next to continue to the Application Pool Configuration screen (does not apply to Windows XP).

Note: On Windows XP, the only option is to install Dundas Dashboard on the Default Web Site, so the first two steps above do not apply.

IIS Configuration screen.

IIS Configuration screen.


Application Pool Configuration

This screen lets you customize the application pool credentials:

  1. Choose a system identity to run the Dundas Dashboard application pool. This is a standard IIS App Pool; the identity controls what permissions the application itself will have while running.
    • NetworkService - Use the local Network Service account. This is the default, and usually what you want if Dundas Dashboard and your settings database are running on the same machine.
    • LocalService - Use the Local Service account. The Local Service account is generally used for local services that don't involve networking.
    • LocalSystem - Use the local System account. The local System account usually runs all of the local system processes.
    • SpecificUser - Use a specific user ID and password instead of one of the system accounts. This can be useful if your settings database resides on another machine and requires a specific user for access. To specify a domain account, use DOMAIN\username.
  2. Select the “Use the same identity for the Scheduler Service” option if you want to use the same credentials for running the Dundas Dashboard Scheduler Service.

Note: The identity that you choose must have permissions to query Active Directory.

Tip: Dundas Dashboard supports Application Pool Identities in IIS 7 and above.

Application Pool Configuration screen.

Application Pool Configuration screen.


Configure the Scheduler Service

This screen lets you customize the credentials for running the Dundas Dashboard Scheduler Service:

  1. Choose a system identity to run the Scheduler service. The identity controls what permissions the application itself will have while running.
    • NetworkService - Use the local Network Service account. This is the default, and usually what you want if Dundas Dashboard and your settings database are running on the same machine.
    • LocalService - Use the Local Service account. The Local Service account is generally used for local services that don't involve networking.
    • LocalSystem - Use the local System account. The local System account usually runs all of the local system processes.
    • SpecificUser - Use a specific user ID and password instead of one of the system accounts. This can be useful if your settings database resides on another machine and requires a specific user for access. To specify a domain account, use DOMAIN\username.
  2. Click Next to continue.

The installer will configure the Dundas Dashboard Scheduler Service to start automatically.

Note: The identity that you choose (e.g. NetworkService) must have permissions to write to the Windows Event Viewer (for logging purposes). For more details, see Configuring the Dundas Dashboard Scheduler Service.

Scheduler Service Configuration screen.

Scheduler Service Configuration screen.


Configure the administrator user

Configure the user account for the Dundas Dashboard administrator. The Username and Password values specified in this screen will be required for you to log in to Dundas Dashboard (after the installation is complete):

  1. Enter the Username for the administrator, or leave the default as admin.
  2. Enter a Password for the administrator.
  3. Re-type the password in the Verify box.
  4. Enter the Email address of the administrator.
  5. Click Next to continue.

Tip: This screen only appears if you chose the option to create new Dundas Dashboard application databases (instead of cloning or linking to existing databases).

Configure the administrator user.

Configure the administrator user.


License Configuration

Choose the evaluation license option, or apply your retail license file.

Choose the evaluation license option or apply your retail license file.

Choose the evaluation license option or apply your retail license file.


To use the evaluation license:

  1. Click “I will use the evaluation license for now”.
  2. Click Next to continue.

To apply a retail license file:

  1. Click “I have a license file, and I would like to apply it during the installation”.
  2. Read the license agreement text.
  3. If you agree, click “I accept the terms in the license agreement”.
  4. (Optional) Click Print to get a printout of the license agreement.
  5. Click the Browse button to select the location of your license file.
  6. Click Next to continue.

Choosing a retail license file.

Choosing a retail license file.


Email Server Configuration

This screen lets you configure the email delivery provider, which is needed for notifications support. Or, you can skip this step and perform the configuration manually after the installation process is complete. See the article, Configuring the Email Delivery Provider, for more details.

To skip the email provider configuration:

  1. Click “Setup email details later”.
  2. Click Next to continue.

Email Server Configuration screen.

Email Server Configuration screen.


To configure the email delivery provider:

  1. Click “Setup email details now”.
  2. Choose the Delivery Method using the dropdown list:
    • For the network delivery method:
      • In the From box, enter the email address of a user account that is permitted to send emails on your company's SMTP server.
      • Enter the SMTP server address in the Email Host box.
      • If you want to specify a port number, select the “Specify Port” option, then enter the number in the Port box.
      • To use SSL, select the “Enable SSL” option.
      • To connect to the SMTP server using different credentials, uncheck the “Default Credentials” option, then enter the Username and Password in the boxes which appear.
    • For the specifiedPickupDirectory delivery method:
      • Enter the sender's email address in the From box.
      • In the Pickup Directory Location box, enter the folder path on the server where email notifications will be stored.
  3. Click Next to continue.

Samples Configuration

Click the checkbox of each sample project that you want to install, then click Next.

Samples Configuration screen.

Samples Configuration screen.


Mobile Web Service Configuration

This screen lets you configure the mobile web service, which is needed if you want to use the Dundas Dashboard mobile device apps.

To configure the Mobile Web Service:

  1. Click “Add Mobile Web Service to this instance”.
  2. To install the service as a new website, select the “Create a new website” option. Enter a Website Port number to run the service on a specific port of the web server.
  3. To install the service as a virtual directory, select the “Create a new virtual directory” option, then choose an existing website from the drop-down list.
  4. Enter a Web Application Name in the box provided.
  5. Click Next to continue

Note: On Windows XP, the only option is to install the service on the Default Web Site, so steps 2-4 above do not apply.

Mobile Web Service Configuration screen.

Mobile Web Service Configuration screen.


Installation Details

This screen lets you review the installation details and choices that you selected:

  1. (Optional) Click Print to print a copy of the installation details to your printer.
  2. Click Install to begin the installation process.

Installation Details screen.

Installation Details screen.


Installing Dundas Dashboard (progress)

This is the progress screen that is displayed while the installation process is running:

  1. Click Finish once the progress screen indicates the installation is complete.
  2. The Dundas Dashboard Installation Summary screen is displayed.

Installing Dundas Dashboard screen.

Installing Dundas Dashboard screen.


Dundas Dashboard Installation Summary

This screen gives you a summary of the installation once it is complete:

  • Click the first hyperlink to launch Dundas Dashboard.
  • Click the second hyperlink to view the Readme file.
  • Expand the Summary sections and click on the various links to view the installation log files.

Installation Summary screen.

Installation Summary screen.


Related topics


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