ADMINISTRATOR Overview
ADMINISTRATOR Overview
This section describes the HTML Client graphical user interface (GUI) from an administrator's point of view.
This section contains the following topics:
Login
Single Sign-On (SSO): Windows Authentication
Impersonating a User
Login Page Branding
Dashboard Design
Validating a License
About Bizview
Logout
Important: Bizview Documentation for HTML Client administratio...
Login
Login
Related InformationEnduser Login Information
Access the URL for your Bizview application. For example, localhost/bizview
Enter your username password.
Select Login to log in to the system.
If you want Bizview to remember your login credentials, mark the Remember check box prior to selecting Login. The system automatically logs you on, until you click Log out (assuming you use the...
Single Sign-On (SSO): Windows Authentication
Single Sign-On (SSO): Windows Authentication
Related Information
Logout
Windows Authentication
Active Directory - Single Sign-On
User Administration
Bizview VersionFeature available from Bizview version -Bizview 8.3
The Windows authentication button is no longer visible by default. From Bizview version 8.3 on, you must add Windows Authentication (and all other authentication providers yo...
Edge
Edge
Related Information
Login
Enduser - Windows Authentication
SSO - Windows Authentication
If you have trouble logging in with Windows Authentication in Microsoft Edge you can add a "\" before the username (in the Windows Auth dialog shown below). Reason being, the user needs to login without a domain name and if a "\" is entered before the username, the domain will be blank.
Firefox
Firefox
Related Information
Login
Enduser - Windows Authentication
SSO - Windows Authentication
If you are using Firefox, the following settings need to be configured:
Open Firefox.
Type "About:Config" in the URL field and click Enter:
A security warning displays. To continue, follow the steps in the prompt.
Search for the settings below by browsing through the list, or searching them ...
Impersonating a User
Impersonating a User
Related InformationLogin
Administrators can login as another user to view the system from their prospective by impersonating a login.
Important: This is only possible for the user name SETUPUSER.
Enter "SETUPUSER/" in the Username field, followed by the username of the user you want to login as. For example, if you want to impersonate the user "DEMO", enter "SETUPUSER/...
Login Page Branding
Login Page Branding
Bizview VersionFeature available from Bizview version -Bizview 8.3
You can customize the HTML login page on an application and client level. To make a specific login page visible for a specific client, the client_id must be included in the login page URL. For example, /localhost/Bizview/en/login?client=<client_id>
Begin by selecting the Settings icon from the menu.
In t...
User Anonymization
User AnonymizationBizview VersionFeature available from Bizview version -Bizview 8.8You can now anonymize users. The user ID linked to all records in the database will be an automated anonymous ID.If upgrading, a user anonymization procedure can be used in order to anonymize all existing users. The procedure creates a new user, where user_id is created with anonymous user ID starting with US pr...
About Bizview
About Bizview
Related Information
User Menu
Validating a License
The About section contains information about your Bizview application, such as which version of Bizview you are running, information about your client and server, and which database the application is running toward.
Access the About section by selecting your user icon from the menu. Then, select About:
You can copy the inf...
Validating a License
Validating a License
Related InformationAbout Bizview
For more information about validating or re-validating your license, see Bizview License .
Logout
Logout
Related InformationUser Menu
When logging out of Bizview, the end-user will be prompted with a pop-up dialog asking "Are you sure you want to logout?", like below:
If the parameter ?skipPrompt=true is added to the logout URL, then the end-user will not be prompted with a question before logging out.
Link in Drill Down
Link in Drill DownRelated InformationDrill ThroughBizview VersionFeature available from Bizview version -Bizview 8.5There are two ways to get a link in a drill down in an Analytics report:If the data includes "://", a link will be displayed (http://aftonbladet.se/ in the example below). Add a procedure in the table app.dataview_fields for the data view column that should return a link. Go to th...
Dashboard Design
Dashboard Design
Related Information
Dashboard
Swipe Mode - Mobile
Dashboard Design lets you create a variety of useful, informative, and good-looking graphical representations of any data that you wish. Bizview Dashboards enable organisations to visualize key performance indicators and trends with stunning graphics. Easily create attractive dashboards visualizing your defined strategic an...
Ribbon - Dashboard Design
Ribbon - Dashboard Design
The Dashboard Design ribbon contains four different ribbon tabs: Dashboard, Insert, Share, and Instructions.
The ribbon in the Dashboard tab contains the following options:
Ribbon Button
Description
Save
Saves the changes you made in the dashboard.
Edit dashboard/ Leave edit
Toggle buttons between entering edit mode in dashboard and leave edit mode in order ...
Right Panel - Dashboard Design
Right Panel - Dashboard Design
Related Information
Creating a Dashboard
Dashboard Settings
Tab Settings
Dasharea Settings
Upon opening a dashboard in edit mode, a right panel displays. Before you creare any dashareas, the only thing shown in the right panel is Board and Tab.
When you insert dashareas, or mark one of the existing areas, the right panel displays options for the actual dasha...
Creating a Dashboard
Creating a Dashboard
Related Information
Dasharea Settings
Tab Settings
Dashboard Settings
Access
Homepage Dashboard
Swipe Mode - Mobile
To create a new Dashboard, select the Dashboard from the menu and select Design mode:
Select New from the ribbon:
A Create New Dashboard dialog box appears.
Enter a dashboard ID and name. Bizview will always propose a dashboard ID. You can either change...
Inserting a Dasharea
Inserting a Dasharea
Related Information
Creating a Dashboard
Copying a Dasharea
Deleting a Dasharea
Access
Select the Insert tab on the ribbon to insert a dasharea into the dashboard. Then, select the area type you want to insert.
An empty area displays in the dashboard tab:
For more information about how to design different dashareas, see Dasharea Settings.
Note: When viewing a dashbo...
Copying a Dasharea
Copying a Dasharea
Related Information
Creating a Dashboard
Inserting a Dasharea
Deleting a Dasharea
Access
You can copy a dasharea and past it in the same tab, another tab, or another dashboard.
Begin by selecting Edit dashboard.
Then, select the dasharea to expose additional options.
Select the Copy icon:
A Paste Dasharea dialog displays. Here, you can select where you want to paste ...
Deleting a Dasharea
Deleting a Dasharea
Related Information
Creating a Dashboard
Inserting a Dasharea
Copying a Dasharea
Access
If you want to delete an existing dasharea, select the desired area and click the trash can icon:
Dashboard Access
Dashboard Access
When a new Dashboard is created, you need assign access for Client(s), User(s), and Role(s).
To define a Dashboard access permissions, select the Access icon from the menu:
Then, select Dashboards from the Access - Templates category:
Select the Dashboard you want to define access for.
The Clients tab is open by default. Mark the clients you want the Dashboard to be ava...
Dashboard Settings
Dashboard Settings
Related Information
Right Panel
Tab Settings
Dasharea Settings
To access Dashboard Settings, select the Dashboard icon from the menu and then select Design mode:
The Dashboard Templates page displays, as shown below. Select a Template ID to open and edit that particular dashboard:
The Dashboard opens, with the General Settings for the board displaying in the right pan...
Dashboard Tab Settings
Dashboard Tab Settings
Related Information
Right Panel
Dashboard Settings
Dasharea Settings
A dashboard can contain several different tabs, with different dashareas within each tab.
This topic contains the following sections:
Add Tabs
Delete Tabs
Change Tab Order
Below is an example of a dashboard with tabs:
You can change settings for a specific tab if you go to the right panel and ch...
Dasharea Settings
Dasharea Settings
Related Information
Right Panel
Dashboard Settings
Tab Settings
Change settings for a specific area by selecting the desired area in the drop-down menu on the right panel, or clicking on the area in the dashboard. Depending on the type of area, different settings will be available.
Learn more about the settings for each of the different dashareas:
Chart
Pie Chart
Linear...
Chart
Inserting a Chart
Related Information
Inserting a Dasharea
Data Bindings
Field Sorting
Filters
A chart can be of different types; for example bar, area, line, spline, or scatter. When inserting a chart dasharea, the default chart type is bar. However, you can change your default chart type in General Settings.
To insert a chart area into your dashboard, select the Insert tab on the ribbon...
Data Bindings - Chart
Data Bindings - Chart
Related Information
Inserting a Chart
Dashboard Drill Down
Field Sortings
Filters
Trace
To get data into your dasharea, you need to select a Bizview dataview. Before you can select a dataview, you need to design one. To design a data view, select the System icon from the menu and then scroll to the bottom and select Data Views:
For more information, see Data View.
...
Dashboard Drill Down
Dashboard Drill Down
Bizview VersionFeature available from Bizview version -Bizview 8.5
A new feature makes it possible to create drill downs in charts. To enable this feature, you, as a designer, need to add multiple arguments in Data Bindings.
For example, if you want users to be able to drill down from Quarter to Month and Date, drag and drop those Dataview Fields to Argument:
When you ...
General Settings - Chart
General Settings - Chart
Related Information
Inserting a Chart
Data Bindings - Chart
Field Sortings
Filters
Trace
To alter the way the chart looks, access General Settings in the right panel.
The following settings are available for a chart:
Setting
Description
Show Title
Displays the title above the dasharea (ON/OFF).
Title
The title of the dasharea.
Background
Choose a backgr...
Inserting a Pie Chart
Inserting a Pie Chart
Related Information
Inserting a Dasharea
Data Bindings - Pie Chart
Field Sortings
Filters
Select the Insert tab in the ribbon and click on Pie Chart to insert a pie chart area into the dashboard:
Below is an example of a pie chart:
After inserting a pie chart dasharea, complete the following steps:
Data Bindings: Connect the dasharea to data.
Field Sortings: Sort t...
Data Bindings - Pie Chart
Data Bindings - Pie Chart
Related Information
Pie Chart
Field Sortings
Filters
Trace
To get data into your dasharea, you need to select a Bizview dataview. Before you can select a dataview, you need to design one. To design a data view, select the System icon from the menu and then scroll to the bottom and select Data Views:
For more information, see Data View.
Once you create a Bizview...
General Settings - Pie Chart
General Settings - Pie Chart
Related Information
Inserting a Pie Chart
Data Bindings - Pie Chart
Field Sortings
Filters
Trace
To alter the way the pie chart looks, access General Settings in the right panel.
The following settings are available for a pie chart:
Setting
Description
Show Title
Displays the title above the dasharea (ON/OFF).
Title
The title of the dasharea.
Backgrou...