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Merge pull request #24 from divyabhushan/prod-master
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Updates from Staging
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mohanrex authored Apr 30, 2021
2 parents 827162b + 1245e52 commit 0317afe
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27 changes: 26 additions & 1 deletion .vscode/settings.json
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21 changes: 20 additions & 1 deletion docs/admin-guide/admin-utilities/admin-utilities.md
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Expand Up @@ -4,4 +4,23 @@ title: Administrator Utilities
sidebar_label: Administrator Utilities
---

These utilities help the administrator to perform actions such as change his/her password and setup scheduled synchronization between BI Hub and BI platforms. The steps are described in the following sections.
import useBaseUrl from "@docusaurus/useBaseUrl";
import Link from '@docusaurus/Link';
import Zoom from "react-medium-image-zoom";
import "react-medium-image-zoom/dist/styles.css";

These utilities help the Server Administrator to perform actions such as change the admin password and set-up scheduled synchronization between BI Hub and BI platforms.

## Synchronization Information

A summary of "Sync Authentication", "Sync Reports", and "Sync Users", is displayed on the **Home** page of the Admin's BI Hub application.

<div class="center">
<Zoom>
<img alt="Agent Manager" src={useBaseUrl('doc-images/admin-guide/admin-utilities/synch-info.png')}/>
</Zoom>
<p>Agent Manager main screen</p>
</div>

- The sync utilities executed by the Server Admin is listed as **"Bot"** in the **Last Updated By** column.
- The Utilities run by an Admin from BI Hub app are listed as **"Admin"** in the **Last Updated By** column.
36 changes: 26 additions & 10 deletions docs/admin-guide/admin-utilities/change-passwd.md
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---
id: change-passwd
title: Change Password
sidebar_label: Change Password
title: Change Administrator Password
sidebar_label: Change Admin Password
---

To reset the admin password, follow the steps below:
import useBaseUrl from "@docusaurus/useBaseUrl";
import Link from '@docusaurus/Link';
import Zoom from "react-medium-image-zoom";
import "react-medium-image-zoom/dist/styles.css";

1. Go to **<C:\Program Files\Visual BI Solutions\BI Hub\BIHubServer>\utilities** directory:
1. Go to `C:\Program Files\Visual BI Solutions\VBI View\VBIViewServer\utilities`.
1. Right-click on **BI Hub Change Admin Password.exe** and select **Run as administrator**.

```
cd <C:\Program Files\Visual BI Solutions\BI Hub\BIHubServer>\utilities\
```
2. Click on **File > Open in command prompt > Open command prompt as administrator** from the above location. Type the command: `ChangePassword.exe` and press Enter.
3. In the **Change Password utility**, a prompt to enter the new password appears. Type the new password and press **ENTER**.
4. Confirm the password, and your *Admin* password is now reset.
<div class="center">
<Zoom>
<img alt="Admin change password utility"
src={useBaseUrl('doc-images/admin-guide/passwd/admin-passwd-utility.png')}/>
</Zoom>
<p>Admin change password utility</p>
</div>
1. Select **Yes** to continue with the change password utility.
1. In the **Change Password utility**, a prompt to enter the new password appears. Type the new password and press **ENTER**.
<div class="center">
<Zoom>
<img alt="Enter the new password prompt"
src={useBaseUrl('doc-images/admin-guide/passwd/enter-new-passwd.png')}
/>
</Zoom>
<p>Enter the new password prompt</p>
</div>
1. Confirm the password, and your *Admin* password is now reset.
13 changes: 0 additions & 13 deletions docs/admin-guide/admin-utilities/multiple-admin-acct.md

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43 changes: 43 additions & 0 deletions docs/admin-guide/admin-utilities/scheduled-sync-ad.mdx
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---
id: scheduled-sync-ad
title: Scheduled Synchronization with AD/LDAP
sidebar_label: Scheduled Synchronization with AD/LDAP
---

import useBaseUrl from "@docusaurus/useBaseUrl";
import Link from '@docusaurus/Link';
import Zoom from "react-medium-image-zoom";
import "react-medium-image-zoom/dist/styles.css";

To synchronize the users from Windows AD or LDAP, follow the steps below.

1. Go to `C:\Program Files\Visual BI Solutions\VBI View\VBIViewServer\utilities`.
1. Click on **File > Open in command prompt > Open command prompt as administrator** and type the command:

```bash
#Authentication synch for Windows AD
"BI Hub Authentication Synchronization.exe" -a "Windows AD"

#Authentication synch for LDAP
"BI Hub Authentication Synchronization.exe" -a LDAP
```
`-a` flag: stands for authentications for which the synchronization is triggered.

`"Windows AD"` or `"LDAP"` : Name of the Authentication.

> If the authentication name is more than one parameter, it should be enclosed within double quotes (").
<div class="center">
<Zoom>
<img alt="Agent Manager" height="50" src={useBaseUrl('doc-images/admin-guide/admin-utilities/auth-synch-success.png')}/>
</Zoom>
<p>LDAP authorization sync success</p>
</div>

:white_check_mark: The users from Windows AD or LDAP Authentication will be synchronized to BI Hub and a success message will be shown.

<Link to={useBaseUrl('docs/admin-guide/admin-utilities/admin-utilities#synchronization-information')}>Synchronization information</Link> is displayed on the Home screen of the Admin.
In case of errors, check the <Link to={useBaseUrl('docs/admin-guide/admin-utilities/troubleshoot')}>Troubleshooting</Link> section.

> The above commands can be stored in a batch file and scheduled to run using the organization’s scheduling tool.
64 changes: 64 additions & 0 deletions docs/admin-guide/admin-utilities/scheduled-sync-bi.mdx
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---
id: scheduled-sync-bi
title: Scheduled Synchronization with BI platforms
sidebar_label: Scheduled Synchronization with BI platforms
---

import useBaseUrl from "@docusaurus/useBaseUrl";
import Link from '@docusaurus/Link';
import Zoom from "react-medium-image-zoom";
import "react-medium-image-zoom/dist/styles.css";

## Pre-requisite

All the Agents must be configured in the BI Hub platform and the instances must be up and in running status.

## Synchronize Users or Reports

1. Go to `C:\Program Files\Visual BI Solutions\VBI View\VBIViewServer\utilities`.
2. Click on **File > Open in command prompt > Open command prompt as administrator** and type the command: `"BI Hub Instance Synchronisation.exe"`
- The command accepts 2 parameters:
1. **Synchronization option**: It can either be Users or Reports to synchronize users and reports respectively.
1. **Instance list**: List of configured Instances for which the synchronization process should take place.
> An Instance name with more than one word must be included in double quotes(").
Here are some sample commands that can be stored in a batch file and scheduled to run using the organization’s scheduling tool:

### To Synchronize Users

```bash
#Synchronize users from all instances
"BI Hub Instance Synchronisation.exe" --u -i

#Synchronize Users from certain instances
"BI Hub Instance Synchronisation.exe" --u –i "BOBJ_Rest SSL" Tableau "QlikSense SSL"
```
- `--u` : Users
- `-i` : Instance
- `BOBJ, Tableau and Qlik Sense` : Instance names configured in BI Hub.

:::note
Only common users from all the agents will be synchronized, rest excluded.
<div class="center">
<Zoom>
<img alt="Sync details" src={useBaseUrl('doc-images/admin-guide/admin-utilities/agents-users-sync.png')}/>
</Zoom>
<p>Sync details</p>
</div>
:::

### To Synchronize Reports

```bash
#Synchronize Reports from all instances
"BI Hub Instance Synchronisation.exe" --r -i

#Synchronize Reports from certain instances
"BI Hub Instance Synchronisation.exe" --r –i BOBJ Tableau
```

- `--r` : Reports
- `-i` : Instance
- `BOBJ, Tableau` : Instance names configured in BI Hub.

In case of a failure, refer the <Link to={useBaseUrl('docs/admin-guide/admin-utilities/troubleshoot')}>Troubleshooting</Link> section.
14 changes: 0 additions & 14 deletions docs/admin-guide/admin-utilities/scheduled-synch-ad.md

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22 changes: 0 additions & 22 deletions docs/admin-guide/admin-utilities/scheduled-synch-bi.md

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23 changes: 23 additions & 0 deletions docs/admin-guide/admin-utilities/troubleshoot.md
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---
id: troubleshoot
title: Troubleshooting
sidebar_label: Troubleshooting
---

import useBaseUrl from "@docusaurus/useBaseUrl";
import Link from '@docusaurus/Link';
import Zoom from "react-medium-image-zoom";
import "react-medium-image-zoom/dist/styles.css";

If any of the synchronizations failed with the "red" status:
- In the BI Hub app, click on the Sync information to fetch more details and download sync logs:

<div class="center">
<Zoom>
<img alt="Sync details" src={useBaseUrl('doc-images/admin-guide/admin-utilities/sync-error.png')}/>
</Zoom>
<p>Sync information and logs</p>
</div>

- In the Server, check the synchronization Server logs in the location - `C:\Program Files\Visual BI Solutions\VBI View\VBIViewServer\server\log\running_log`.
- Agent Sync logs in the respective agent installation directory in the location - `C:\Program Files\Visual BI Solutions\VBI View\<agent-name>\logs`.
26 changes: 26 additions & 0 deletions docs/admin-guide/agent-manager/agent-manager-main.mdx
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---
id: agent-manager-main
sidebar_label: Agent Manager Main Screen
title: Agent Manager Main Screen
---

import useBaseUrl from "@docusaurus/useBaseUrl";
import Link from '@docusaurus/Link';
import Zoom from "react-medium-image-zoom";
import "react-medium-image-zoom/dist/styles.css";

**Agent Manager** screen allows Administrators to manage the *Agents* and *Clusters* for users.

<div class="center">
<Zoom>
<img alt="Agent Manager" src={useBaseUrl('doc-images/admin-guide/agent/agent-manager-main.png')}/>
</Zoom>
<p>Agent Manager main screen</p>
</div>

The functionalities are categorized as 2 different tabs:

1. <Link to={useBaseUrl('docs/admin-guide/agent-manager/agent/agent-management')}>Agent Manager</Link>: Agent and instance management
1. <Link to={useBaseUrl('docs/admin-guide/agent-manager/cluster')}>Cluster Manager</Link>: Cluster management for multiple instances for load balancing

---
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