Quick Installation of Single node Datazen Server in Azure Cloud Service & Sample Dashboards


The demo provides step by step guidance on quick setup of datazen server on single node server & connecting with publisher app to build custom visuals.

Pre-requisites for the demo : 

  1. An active Azure subscription.
  2. Windows 10 store(for installation of Datazen publisher)

Detailed steps are depicted as follows:

Steps Screen Shot
1.     Go to https://manage.windowsazure.com/

2.     Login with your Live ID.

3.     Click +New.

4.     Select Compute -> Virtual Machine -> From Gallery.
(Fig. 2)

VM-provision.JPG
5.     Select the Windows Server 2012 R2 Datacenter image.

6.     Click the next arrow at the bottom right.

 

 

7.     Enter the required information for Virtual machine configuration.

o   Virtual machine name

o   Choose Basic or Standard Tier (recommended)

o   Choose A4 as the machine size.  A4 has 8 cores, which is the minimum number of cores for a single machine setup.

o   Enter the machine admin username/password.

o   Click the next arrow.

 

 
8.     Enter the required information for Virtual machine configuration.

o   Select option Create a new cloud service.

Make sure the Cloud Service DNS Name is available.

o   Choose the subscription it should be billed to, the region it should be deployed.

Choose the one closest to your location

o   Leave the Storage Account and Availability Set as is.

o   Add an HTTP endpoint at a minimum.

You may need to scroll to add the endpoint.

o   Click the next arrow.

 
9.     Select Install VM Agent and leave other unchecked.

10.  Click the checkmark to start the deployment process.

You’ll see it start the provisioning process in the list of the virtual machines you are responsible for in Azure.

 

 
11.   Wait for the status to change from Starting to Running in virtual machines.  
12.   Select your VM then click Connect.  
13.   Save the RDP file to your local machine.  
14.   Open the saved Remote Desktop Connection file, then click Connect.  
15.   Connect to the VM via Remote Desktop and enter the admin username/password. VM.png
16.   Click Yes to connect to Server  
17.   Click Configure this local server in the Server Manager dashboard that appears when you login.  
18.  Then change the IE Enhanced Security Configuration to Off for Administrators.

You can always change it back if you really want to when you’re done.

19.  Close the Server Manager.

Server Manager.png

 

 

Section 2: Install the Datazen Server

1.     Navigate to the following link and download the Datazen server software onto the VM. You may need to turn off IE Enhanced Security on the server to do so.

2.     The Datazen server files download as a zipped file. Extract all the files

3.     Open Datazen Enterprise Server.3.0.2562.

4.     Click run to start the install process.

Datazen Server.JPG
5.     In the Datazen Enterprise Server Setup click Next.  Finish-DataStudio.JPG
6.     Click Next in the Setup wizard, accepting the terms in the License Agreement and moving through each screen.

 

 
7.     Click Next on the Features page

 

 
8.     Click Next on the Core Service Credentials page.  
9.     Once you get to the Admin Password page, type a Password for the Datazen admin user.  (Fig. 20)

This doesn’t have to be the same password as you used for the server.

10.  Click Next. 

ControlPanel-email.JPG
11.  On the Authentication page, leave the Authentication Mode as Default.

12.  Click Next.

 
13.  On the Repository Encryption page, select Copy to Clipboard, then paste the key into a Notepad file.

14.  Save the Notepad file to a safe location.

 

15.  Click Next. 

 
16.  On the Instance Id page, select Copy to Clipboard then paste the Id into a Notepad file.

17.  Save the Notepad file to a safe location.

 

18.  Click Next. 

 
19.  On the Data Acquisition Service Credentials page, leave the credentials as is, then click Next.  
20.  On the Web Applications IIS Settings page leave the default settings, then click Next.   
21.  On the Control Panel Email Settings page, leave the default values since this is a test server.

22.  Click Next. 

 
23.  On the Ready to Install page, click Install and wait until the installation is complete.
This might take a few minutes.
 

Section 3: Configure the Datazen Server

1.   Open your browser in your local machine

2.   Navigate to http://mycloudservicename.cloudapp.net/cp.

Make sure you replace the yourcloudservicename with the name of your cloud service.

3.   If you can successfully connect, you should see the Control Panel Log In screen.

4.   Enter the username admin and the password you entered in the Setup wizard, then select  Log In.

Login.JPG
5.   You will need to create a new user to start creating dashboard hubs, since you need each hub to have an owner.  The owner can NOT be the admin user.  Click Create User to create your first user.

 

 

 

UserCreate.JPG
6.   Enter a value in the top three fields (the email address can be fake if you want) and select Create User.  
7.   You will now see a new option to Create BI Hub.  activate-user.JPG
8.   Enter Hub name whatever you’d like, but make sure you enter the username of the user you just created for owner username.

9.   Enter a maximum number of users that can connect to hub.

10.  Click Create. 

BI Hub Created.JPG
11.   Finish the creation of the hub. It will be displayed in the list of available hubs.  
12.  The new hub will also be shown in the navigation menu at the bottom left of the screen.  
13.  Click the Server Users link on the left-hand side of the screen.

 

Server Users.png
14.  Click Create User.   
15.  Fill in the fields under Required Info.

16.  Click Create User.

 
17.  You will see the user and a Set password link option next to the username.

18.  Click on Set password link and then copy the link to your clipboard.
Note: This step is only required as the email notification is not set up.

 
19.  Logout as the admin

20.  Open a new browser window and paste the URL to reset the password into the address bar.

You can now finish setting up that user by entering the password for the account.

 
21.  In the Control Panel Activate User Account screen, then enter the new password, then re-type password

22.  Click Activate My Account. (Fig. 40)

23.  Logout as this user and log back in as the admin before proceeding.

activate-user.JPG

 

Section 4: Apply a Custom Branding

1.  To add the Wide World Importers brand package to the server, save it locally. The package is provided with this demo.

2.  Click on the Branding link on the left-hand side and upload the brand package to the server.

Branding.png
3.  Make sure you choose the Server to upload it to.

You will see the Server icon has the Wide World Importers branding associated.

 

 
4.  To make sure it was applied properly, open a new browser and navigate to the following URL (make sure you replace the mycloudservicename with whatever you named yours)

http://mycloudservicename.cloudapp.net

Your Server Login screen should look as shown on the right, now having the Wide World Importers brand package applied. (Fig. 43)

Server Login

 

Section 5: Connect to the Datazen Server with Publisher

1.  Open the Datazen Publisher app

If this is the first time using the app, you will have the option of connecting the Datazen demo server.  We recommend doing that, so you will have some nice demo dashboards to show immediately.

2.  To add new server Right-click in the dashboard, then click Connected. (Fig. 44)

 
3.  Click Add New Server Connection (Fig. 45) Demo
4.  Provide the following information to connect to a Datazen server. (Fig. 46)

Server Address: mycloudservicename.cloudapp.net
User name:
user name that created
Password:
provide user password

5.  Uncheck Use Secure Connection.

6.  Click Connect. (Fig. 46)

Datazen Server Login.png
7.  When connected, you should be able to publish dashboards to your Datazen server. (Fig. 47)

8.  You will see a nice dashboard with KPIs for Wide World Importers and Fabrikam Insurance. (Fig. 47)

Datazen Screen

 

 

 

 

 

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