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.

Server Explorer icon

Automatically, the server explorer will be expanded. In this, you can find the option for adding the Dashboard Server and the DIP server.

Server Explorer window

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.

Add server

Login Window

Now, the server is added under the Dashboard Servers category in tree view structural format.

Server explorer

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 Dashboard

### 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.

Import files as data source

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.

Import files as data source

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.

File added successfully

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.

Refresh option

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.

Remove option

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.

DIP server login window

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.

DIP server

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.

Create data source

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.

Invalid connection details

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.

Refresh Option

Remove option

The selected DIP server is removed from the tree view after clicking the remove button.

Remove Option

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.