- Dashboard Server
- Data Integration platform
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Server Explorer
Server explorer option is provided to log on Dashboard Servers and Data Integration Platform servers through the UMS. Using this server, you can explore their databases and connections that are available in DIP servers of the Dashboard Designer.
Dashboard Server
The Dashboard Server is used to organize and share Dashboards through a web interface. Dashboards and data sources can be shared to other authorized users from the Dashboard Designer through the Dashboard Server in which they have access.
Data Integration platform
Data Integration Platform has been built to automate the flow of data between systems. So that, you can import dashboards, data sources (also create data sources), and widgets using the Rest API from the server.
The Dashboard Designer application provides multi-user access to login to the server. Dashboards and data sources can be shared to other authorized users from the Dashboard Designer through the Dashboard Server in which they have access.
Server Explorer
To open the server explorer, Click Server Explorer
that is present in the left side of the Dashboard Designer.
Automatically, the server explorer will be expanded. In this, you can find the option for adding the Dashboard Server and the DIP server.
Logging into Dashboard Server
Choose Dashboard server
menu from the Add server
drop-down or choose Add Server
by right-clicking the Dashboard servers
option, the Dashboard Server Login Window opens.
Now, the server is added under the Dashboard Servers
category in tree view structural format.
NOTE
The added Dashboard Server will not affect the current user's login and their information through server explorer that are not maintained in
Manage Accounts
. This information will be shown in the server explorer alone.
Dashboard Server login through application menu/title bar/manage accounts
Add the Dashboard Server through any one of the following mentioned options:
- Application Menu
- Title Bar
- Manage Accounts
The logged user will be automatically displayed in the server explorer under Dashboard Server category as a default user. This will also be applicable for switching users. If you switch the user account from one to another, the old user will be removed from the server explorer and the newly switched user will be displayed as a first item.
NOTE
If added user is deleted or modified from the above-mentioned place, the newly switched user will also be affected in the server explorer.
Import and refresh Dashboard Server
Import dashboard, data source, and widgets from server explorer
Right-click the dashboard/data source/widget from the tree view. The selected item will be imported from the server.
### Import data source from the Files
category
You should add the file type such as Excel
, CSV
, JSON
, Text
, or Xer
document in the Dashboard Server. So that, the data source is added under files category either as server login or refresh.
To import data source, right-click any one of the data sources under files category from the tree view. By clicking the Add as data source
, the selected data source item will be imported from the server.
After adding the data source from server explorer, the data source will act as online data source.
If the file is invalid, the following information message will be displayed.
Refresh the dashboard, data source, widgets, and files
Right-click any one of the Dashboard Server URL or dashboard/data source/widget/files from the tree view. The selected item will be refreshed from the server.
Remove option
Remove button will be displayed only if the Dashboard Server is logged through the server explorer option. Otherwise, the remove button will not be displayed in each server URL. The selected dashboard server is removed from the tree view after clicking the remove button.
Logging into DIP server
Click the Add server drop-down and choose the DIP server menu. The DIP Server login window will open. Or else, right-click the DIP server item and click the add server button.
Automatically, the added server will be displayed in the DIP Server tree view item along with the data flow. The data flow is added to the specified server with database connections in the designer application.
NOTE
Need to give the server URL in the following mentioned format:<ol><li>Normal DIP installation without UMS: Syntax: http://{hostname}:{port number}</li>
<li>Normal DIP installation with UMS: Syntax: https://{hostname}:{port number}</li></ol>
Create Data source and Refresh DIP server
Create data source option
Right-click any one of the connections under the data flow from the tree view. The selected data source will be created based on the connection details provided in the API. Automatically, the data source tab will be opened and tables are added to the canvas if tables are available in the connection.
NOTE
If the invalid connection is provided in the data flow while creating the data source from the DIP server, the following alert message will be displayed.
Refresh option
Right-click any one of the DIP server URL from the tree view. The selected item present in the selected URL will be refreshed from the server.
Remove option
The selected DIP server is removed from the tree view after clicking the remove button.
NOTE
If the LAN is disconnected, the selected user's sign-in should not be shown until the connection is established, and you can see the message as "Unable to connect to the remote server".
User details persistence
All added details of Dashboard Server and DIP server credentials will be maintained to display all saved credentials in the server explorer tree view whenever the application starts. The user account information will be retained, even if you uninstall the application.