System Setup Guide

Guides to help you set up your system.

• System DB and License
  • Clean-install Preparations
  • Install the System Database
  • Validate and Store the License
  • System Mode Settings
  • Import Map Data
  • Modify the License
  • Select new System Database
  • Notifications
  • Email Support
• Data Connectors
  • Add connector and select visible data sources
  • Connector Permissions
  • Delete connector
  • Make a conector hidden
  • Refresh the list of available data sources
  • Filter the connector list
  • Cancel the changes
  • Connection String Examples
• Data Connectors/REST Connector
  • Add REST connector
• Data Model/Tables, Views and Stored Procedures
  • List tables, views or stored procedures
  • Search for tables, views or stored procedures
  • Assign a category to a table, view or stored procedure
  • Assign an alias to a table, view or stored procedure
  • Manage relationships for a table, view or stored procedure
  • Assign an alias to a column in table, view or stored procedure
  • Select visible or not for a column in table, view or stored procedure
  • Select filterable or not for a column in table, view or stored procedure
  • Update Filter Value for a table/view field or a stored procedure parameter
  • Add a calculated field to table or view
  • Remove a calculated field from table or view
  • Set stored procedure as dynamic
  • Set stored procedure as non-dynamic
  • Execute a non-dynamic stored procedure to get the schema
• Custom View Setup Guide
  • Add Custom View
  • Edit Custom View
• Data Model/Functions
  • List functions
  • Search for functions
  • Set function level
• Data Model/Relationships and Schema
  • List relationships
  • Search for relationships
  • Add relationship
  • Copy relationship
  • Edit relationship
  • Delete relationship
  • View the schema
• Advanced Settings
  • Steps to config Advanced Settings
  • Update Performance Settings
  • Update Security Settings
  • Update Categories Settings
  • Update Others Settings
  • Cancel the changes
  • See also
• Role Setup
  • List and View Roles
  • Search for Roles
  • Add Role
  • Edit Role
  • Deactivate Role
  • Delete Role
• Permissions Setup
  • What are Permissions?
  • Permissions Overview
  • Difference Between Tenant Permissions and Role Permissions
  • Difference Between System Level Roles and Tenant Level Roles
  • Permission Settings that Impact UI Elements
• User Setup
  • List and View Users
  • Search for Users
  • Add User
  • Add a System Admin user
  • Edit User Details
  • Deactivate User
  • Delete User
  • Change a Password
  • Integrated Mode Behavior