Administration

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Overview

Administration is done in the FlexIt web application as shown here:

 

User Management

There are a few ways for new users to be added:

  1. Bulk User Upload – from a .csv file
  2. Add Individual User – enter username, fullname, and role. The user will be emailed a link to set their own password (if using FlexIt authentication).
  3. Self-registration – Users can click the “Register” link on the Login page. This will send an email to Admin users and will also show “1 new user request” when the Admins log into the FlexIt portal. Once the user has been approved, they will be emailed a link to set their own password (if using FlexIt authentication).

 

Groups & Roles Management

Roles define what features of the application a set of users have access to. Groups define what content (folders, reports, dashboards, etc.) a set of users has access to. Both groups and roles can be used to secure content and data, but only roles can define application functionality (e.g. create new dashboard).

 

Data Sources

Data sources are the connection details for the underlying databases and other sources used to pull data for reporting. To add a new Data Source,

Data Models

Data models are the presentation layer (a.k.a business view, metadata layer) the report and dashboard authors see when they create new content. Data models connect to underlying data sources and define metadata such as relationships between entities, user-friendly names (e.g. First Name instead of F_NAME), calculations, formatting, drill paths, and more. See the “Metadata Modeling (Business Views)” knowledge base article for detailed instructions on how to create metadata models.

Configuration

The FlexIt configuration settings can be managed under the “Administration > Configuration” menu, as shown here:

Details for each of the configuration settings can be found below.

 

Content Database

The content database is where everything (reports, dashboards, users, groups, folders, etc.) is stored. By default, FlexIt comes with an enterprise-grade PostgresSQL 10 deployment that is production-ready. See the “Install and Configure FlexIt Server” knowledge base document for details on managing this database. If you do not use the default database, or would like to change to another database, you can change the settings under “Configuration > Content Database,” as shown below:

 

Authentication

By default, authentication is handled by storing secured credentials in the FlexIt Content Store database. You may also use other authentication methods like LDAP (Lightweight Directory Authentication Protocol) or Active Directory. Each method is shown below:

FlexIt Authentication

 

LDAP/Active Directory

 

SMTP Email

To properly secure your email transmissions, configure your own SMTP server!

By default, FlexIt comes with a development SMTP server configuration so that you don’t have to configure anything to test FlexIt. For production purposes and to properly secure your email transmissions, you may want to use your own SMTP server. Configuration details are shown below:

 

 

License

When you’re ready to upgrade from the free version of FlexIt, enter your license code here:

 

Server Settings

You can change the host name, port, and number of processes to use for load balancing, as shown below:

Click the View Servers button at the top to manage the individual server processes.

 

Backup and Restore

Back up and restore the entire content database, or individual reports, folders, dashboards, models, etc. Backups are stored in physical .zip files on your server under the installation directory “[installdir]/deployments”.

 

Samples

If you want to deploy the samples data to any database, change the setting here and Save:

 

 

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