Post Installation Steps

Modified on Tue, 15 Oct 2013 10:03 AM by miket@dundas.com — Categorized as: Administration, Configuration

Click to return to: Documentation | Installing and Administering Dundas Dashboard


Overview

This article describes steps to be performed by the Dundas Dashboard administrator (&ie; the default administrator) after installing the product.

Tip: watch the how-to-video: Post Installation - Administration

First login

Log in to Dundas Dashboard for the first time on the Dundas Dashboard server computer:

  1. Access your Programs menu.
  2. Point to Dundas Data Visualization, Inc, point to Dundas Dashboard 5.0.0 (Instance1), then select Dundas Dashboard. The Dundas Dashboard Login Screen appears.
    The Login Screen.
  3. In the Login Screen:
    • Type admin in the User Name box.
    • Type the admin user's password in the Password box. For example, this is the password that you entered in the Configure the administrator user screen during the installation procedure.
    • Click Login to log in using the Dundas Dashboard (i.e. Local) authentication mode.
  4. The Dundas Dashboard Home Screen appears, which presents:
    • A Toolbar at the top which gives you quick access to common operations.
    • A Sidebar on the left which lets you navigate to different application areas, such as Administration and the Design Explorer.
    • A Content area which displays some Quick Start design options and a Welcome message.

Tip: A Tutorial window appears first if you chose to install tutorials from the Deployment Center. Tutorials offer step-by-step instructions and video walkthroughs to get you started with designing dashboards.

The Home Screen on first login.

The Home Screen on first login.


For more details on the Login Screen, see Logging in to Dundas Dashboard.

For more details on the Dundas Dashboard user interface, see The Dundas Dashboard Screen.

Viewing a dashboard

By default, the admin user account has the Dashboard Developer role, in addition to administrative privileges. This means that the admin user can design all types of project elements including KPIs and dashboards.

If you installed the Sonatica samples project and database during the installation procedure, you can view an existing dashboard as follows:

  1. Click Design Explorer in the Sidebar.
  2. Expand the Dashboards folder.
  3. Double-click on the Executive dashboard item to view it in the Content area.

For more details on viewing dashboards, see Viewing a Dashboard.

Viewing a sample dashboard.

Viewing a sample dashboard.


Administrative tasks

Click Administration in the Sidebar to manage:


Administration functions.

Administration functions.


Changing your role

The default administrator account has the Dashboard Developer role by default. Since this consumes a Developer license, you may want to change the administrator's role to Viewer in order to free up the license for other users.

To change your role:

  1. Click Administration in the Sidebar.
  2. Expand the User Accounts folder.
  3. Hover over the admin item with your mouse, then click the menu button to its right.
  4. From the menu, select Edit.
    Edit the admin user.
  5. The Editing Account screen appears in the Content area. The General tab in this screen lets you change the password, name, and email address of the user.
    The General tab.
  6. Click the Roles tab, which shows the three main roles and the licenses they consume:
    • The Viewer role may view existing dashboards.
    • The Dashboard Designer role may create, view, edit or delete dashboards.
    • The Dashboard Developer role can be given privileges to create, view, edit or delete business objects such as data connectors, virtual tables, KPIs and dashboards.
  7. Select the desired role.
    Select the desired role.
  8. Click the Save button from the Toolbar.
    The Save button.
  9. Log out and log back in for the changes to take effect:
    • Click the Log Out button from the Toolbar. The Login Screen re-appears.
      The Log Out button.
    • Log in from the Login Screen again.

Adding a new user account

To create a new local user account:

  1. Click Administration in the Sidebar.
  2. Hover over the User Accounts folder with your mouse, then click the menu button to its right.
  3. From the menu, select Add Local User.
    Add Local User.
  4. The Editing Account screen is displayed in the Content area.
  5. Enter the username, password and other account details in the General tab.
  6. Click the Roles tab and choose the desired role.
  7. Click the Save button from the Toolbar.

The user account is created.

For more details on user accounts, see Managing Users.

Related topics


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