Administrator

This is only intended for iDashboards Administrators.

The iDashboards Administrator is the top level user role which experiences the Lobby. The Lobby is a special landing page that only appears when two conditions exist:

1. Device type = Desktop Browser
2. User role = Builder, Data Admin or Admin (User role NOT a Viewer)

The Lobby requires you to navigate into the interface you want to experience. If your user role is the Admin user role, you will see the options: View, Build, Admin, Moderate comments and Data Hub. For the Data Hub Lobby you will see the options: Data Sources, New Data Set, Edit Data Set, Imported Data, New ETL Job, Edit ETL Job, Server Status.

The iDashboards Administrator (Admin) application is a browser-based application used to configure an iDashboards Server. It is available once the idashboards.war file has been deployed to the application server and properly configured. Some key tasks that may be performed through the iDashboards Administrator application are:

• Creating Users, User Groups and assigning their privileges
• Creating Categories to be utilized to organize your: dashboard/chart/picklist/forms
• Creating connections to external Data Sources, Excel Data and Imported Files
• Organizing your Content (often images)
• Insight on the Alerts and Reports SMTP Server
• Managing System settings, such as: User Application Settings, Server Setting, Security Settings, SMTP Settings, Report Settings, Reports: Notification Email Settings, Alert Settings, Alerts: Mobile Settings, Alerts: Notification Email Settings, Forms Settings, Knowledge Base Settings, Public Access Settings.
• Other System settings include: setting up and enabling Authentication, Password Reset, Multi-Factor Authentication, System Log files, Imported Data Configuration, Dashboard Thumbnails, Manage Slideshows, Manage Public Access, Import/Export, View the Admin Manual, License information, Languages, and the About section which gives important information without obtaining a log file.

Alerts and Reports

Alerts, which are Real-Time notifications via e-mail on Chart or Dashboard Data, are now part of the Builder and Admin Manuals, as well as Reports. Reports is a functionality that generates data reports based upon data used to display a live chart or dashboard. The reports generated represent values from a snap-shot taken at a particular time. All of the data values from each chart are displayed all at once within a report, using a tabular, non-graphical format.

• Designing a report – Reports are automatically available on every chart and dashboard. However, there are options to specify report properties that control what information the report should display and how it should look.
• Viewing a report – PDF and HTML are the two options for viewing a report. Running a report will use default settings or specific settings that were defined during the optional design stage.
• Scheduling a report – Determine if a chart or dashboard report should remain an on-demand report or an automatically scheduled report.
• Determining the audience – Scheduled Reports can be for personal use or for groups of iDashboards users.

Unlike Viewer, Builder and Data Admin, the Administrator can also utilize all the functions of the software. So you have access all of the functions to ALL of the previously listed sections of the Knowledge Base. In addition to the Viewer, Builder, and Data Admin Sections you may also utilize the Language Packs and Advanced Topics, however, anything in Advanced Topics REQUIRE Access to the Server/Machine.

• Viewer/Guest User
  • User Manuals
• Builder Application
  • Dashboard & Chart Design, Maps, Data Structuring, Data Analytics, Alerts, Reports, Forms, Knowledge Base
• Data Admin
  • Data Hub
• Admin Application
  • Language Packs, Advanced Topics

Section 508 Compliance

For Information on 508 Compliance Please see the Text User Manual.

Please select the administrator manual from the Manual Archive that matches your iDashboards version. If the above is unable to resolve the issue, then please contact iDashboards Support for further assistance.

This only applies to our Multi-Tenant and Private Cloud users.

Cloud Admin

iDashboards Cloud is a hosted solution providing dashboards in the form of software as a service (SaaS). It does not require any hardware or software installation on the user end. It allows the user to access dashboards through the web using secured log-in credentials. Authorized users can easily upload their Microsoft Excel® spreadsheets and customize their dashboards. Options exist for database connectivity. User management is done via the Cloud Administrator.

Cloud User

Multi-Tenant Environment

Users access dashboards via the Cloud User Application, which is the focus of this manual. iDashboards Cloud is a named user, SaaS, offering a multi-tenant environment shared by a number of customers. Each tenant is completely secure from other tenants. Some options and features include:

• Inherent data source options include Excel files and delimited files
• Available database options include SQL Server, MySQL, and Oracle

This offering does not support Reporting, Analytics, or video embedding and exclusively uses Microsoft Excel files as data sources.

Private Cloud

iDashboards Private Cloud is a SaaS offering utilizing a dedicated installation of the Cloud software for each specific customer. Some options and features available within Private Cloud include:
• Inherent data source options include Excel files and delimited files
• Available database options include SQL Server, MySQL, and Oracle
• Co-branding: URL, Browser tab, Background Logo, Login Window, and more
• Web License
• Analytics and Reporting
• Multiple independent accounts (with users/dashboards/security etc.) on a single instance
• Custom charts
• iDashboards Packs: Google Analytics, Salesforce, Quickbooks Online (QBO), and more
• Single Sign On (SSO)

Please select the administrator manual from the Manual Archive that matches your iDashboards version. If the above is unable to resolve the issue, then please contact iDashboards Support for further assistance.