Creating a New Site in Bold BI Enterprise Edition

This section briefly explains the steps involved in creating a new site in Bold BI Enterprise multi-tenant application.

Site creation

You can create another site in Bold BI Enterprise application by clicking the Create Site button in site management module.

Create Site

This step holds the site details such as tenant type, name, and identifier. Select the Bold BI tenant type in the drop down. The site identifier should be unique and it is a part of your site URL.

Site Registration

Select database

This step stores the dashboards, users, and their access permissions in SQL Server Database. You can connect to the existing SQL Server instance with the below options:

  • By creating new Bold Bi Site database.
    Select Database
  • By choosing one of the database from Select a Database drop down for creating Bold BI Server tables in that database.
    Select Database ExistingDb

NOTE

The credentials that is given to connect to the SQL Server instance must have permissions to

  • Create Database
  • Create Table
  • Insert
  • Update Table
  • Alter Table
  • Select
  • Drop Table
  • Drop Database

Select data store

This step pulls the data from 80+ connectors and save it offline to access the dashboards quickly.

This is optional. You can skip this configuration by selecting the option I will configure the data store later and then proceed with the Next.

SQL Server DataStore

Select administrator

This step is used to select the user to provide complete control over the site.

The selected users have the following permissions:

After selecting the user, proceed with Create and launch site.

Select Administrator