Getting Started With edgeSuite

Audience #

This getting started tutorial is aimed at beginner edgeCore administrators. It may also be useful for general users that would like to understand the basics of how edgeCore works to deliver dashboards and interaction.

Overview #

The overall goal of the tutorial is to build an interactive sales dashboard and use this to present an overview of major features within edgeCore. The tutorial is limited in scope and should be possible to complete within 30 minutes.

The scenario in this tutorial is similar to the Getting Started tutorial for the AppBoard product. This will enable the student who may already be familiar with AppBoard to complete both tutorials, and thus understand some of the key similarities and differences between the two products.

Prerequisites #

To complete this tutorial the following is required:

  1. edgeSuite installed and running. Refer to the installation documentation for more information.
  2. Connectivity to the edgeSuite server, and administrator access.
  3. A supported web browser. Refer to the System Requirements for a list of supported browsers.

Exercise Summary #

In part one of this tutorial, the focus will be on bringing up some basic content. This will consist of:

  • Logging in to edgeCore as an administrator
  • Connecting to some Data Sources
  • Creating a Visualization
  • Placing the Visualization on a Page

Log in to edgeCore #

The first step is to log in to edgeCore as an administrator. If using a clean install on your local system, then the default access and credentials are as follows:

If the “Manage License” screen is displayed, perform the following steps to load a license:

  1. Click the Update License button.
  2. Click inside the box on the “Update License” screen.
  3. Navigate the location in the local file system where you saved the valid license file that was provided to you by your sales associate.
  4. Click the Install button. Observe the license details provided.
  5. Click the Close button.

Connect #

You will need to provide some data that you want to visualize and then tell edgeCore how to connect to that data. The data Connection that you create will enable you to build a data Pipeline that you can use to create Visualizations.

edgeCore allows you to access data from external sources such as files, databases, web services, third-party connectors, and custom commands. In the data Pipeline, you will define a connection to the outside data, define associations between different Data Source entities, and configure other properties such as polling and caching.

In this section, you will create a Connection for a directory containing comma-separated-values (CSV) files. One file contains US state information, and the other includes a breakdown by counties for each state. The two files to be used in this tutorial are called states.csv and state_counties.csv. They are included as sample files with the default product installation.

Create a Connection #

Perform the following steps to create the Connection:

  1. Click on the Connections icon to open the Connections panel
  2. Click the Add ( + ) button in the lower left corner to create a new Connection. The Add Connection Wizard will now display the Connection Type step.

Perform the following steps to connect to the location of the sample data files in the Add Connection Wizard:

Connection Type

Connection Type: File / Server Filesystem

Click the Next button.

  1. Connection Details
    1. Connection Name: getting_started
    2. Enabled: Yes
    3. Server Path: data/getting_started
    4. Click the Next button
  2. Test Connection
    1. Observe the message “Connection test was successful.”
    2. Click the Save and Close button.
Note: If there is an error message about exceeding the license limit, go to the Manage / License screen
and then click “Update License” to load a valid license into edgeSuite.

Create a Region Summary #

Let’s also create a summary for each sales region. Since this information is not in the CSV files, we can use the tools in the Pipeline to perform this function.

Perform the following steps to create a feed from one of the CSV data files:

  1. Click on the Pipeline icon  to open the Pipeline panel. The “getting_started” Connection is displayed.
  2. Click the gear icon button in the “getting_started” Connection box and select New ( + ) to launch the “Choose a Feed Type” popup.
  3. Select “CSV” for the Feed Type.

Perform the following steps in the Add Feed: CSV Wizard:

  1. Configure
    1. Feed Name: states
    2. File Name: states.csv
    3. Poll Rate: 600
    4. Enable Server Subscription: No
    5. Click the Next button.
  2. CSV Parser
    1. Field Delimiter: Static  ,
    2. Header Meta Delimiter: Static  *
    3. CSV Parser: Default
    4. Click the Next button.
  3. Attributes DB Options
    1. No changes are needed. Click the Next button.
  4. Data Preview
    1. Observe the data preview of the “states” Feed from the “getting_started” Connection.
    2. Click the Save and Close button.

Perform the following steps to create a Transform from the “states” Feed:

  1. Click the gear icon button in the “states” feed box, select New ( + ), and select New Transform.
  2. Select “SQL Transform” for the Transform.

Perform the following steps in the Add Transform: SQL Transform Wizard:

  1. Configure
    1. Transform Name: region_summary
    2. Enable Server Subscription: No
    3. Click the Next button.
  2. Query
    1. Query:  (paste the following block into a text editor, and then into the Query box, replacing the default query text)select
      (select sum(TotalSales) from {src.states}
      where SalesRegion=’Northeast’ group by SalesRegion) as “Northeast”,
      (select sum(TotalSales) from {src.states}
      where SalesRegion=’Midwest’ group by SalesRegion) as “Midwest”,
      (select sum(TotalSales) from {src.states}
      where SalesRegion=’West’ group by SalesRegion) as “West”,
      (select sum(TotalSales) from {src.states}
      where SalesRegion=’South’ group by SalesRegion) as “South”,
      ‘2016’ as “Year”
    2. Click the Next button.
  3. Attributes DB Options
    1. No changes are needed. Click the Next button.
  4. Upstream Variables
    1. No changes are needed. Click the Next button.
  5. Data Preview
    1. Observe the data preview of the “region_summary” Transform from the “getting_started” Connection.
    2. Click the Save and Close button.

Create a Top 5 Summary #

Finally, we will create a Filter Transform that only contains the top 5 states with the strongest sales. Perform the following to create the Filter Transform:

  1. Click on the Pipeline icon to again return to the Pipeline panel.
  2. Click the gear icon button in the “states” Feed box, select New ( + ), and select New Transform to launch the “Choose a Transform” popup.
  3. Select “Filter” for the Transform.

Perform the following to complete the steps in the Add Transform: Filter Wizard:

  1. Config
    1. Transform Name: Top 5 States
    2. Click the Next button.
  2. Attributes
    1. Use the Remove ( – ) button to remove all Attributes except for State and TotalSales.
    2. Click the Next button.
  3. Filter
    1. No changes are needed. Click the Next button.
  4. Row Limit and Sort
    1. Row Limit: Yes – Static  5
    2. Click the Add ( + ) button to add a row.
    3. Attribute Name: TotalSales
    4. Sort: Descending
    5. Click the Next button.
  5. Upstream Variables
    1. No changes are needed. Click the Next button.
  6. Preview
    1. Observe the table showing the total sales for the top 5 states in descending order.
    2. Click the Save and Close button.

Visualize #

You have connected to the CSV data source and created several transforms of the data. You are now ready to create visualizations. edgeCore includes a variety of visualization types that can present data in different ways to the user. We are going to create the following visualizations that can then be placed on pages to be viewed by the user:

  • A map showing all states, with indicators of whether they’re on target with sales.
  • A bar chart showing the top 5 states by total sales.
  • A pie chart showing a breakdown of sales by region.

Create a Map Visualization #

Perform the following steps to create the Map Visualization:

  1. Click on the Pipeline icon to open the Pipeline panel. The “getting_started” Connection and “states” Feed are displayed.
  2. Click the gear icon button in the “states” Feed box, select New ( + ), and select New Visualization to launch the “Choose a Visualization” popup.
  3. Select Map: Icons for the Visualization.

Perform the following to complete the steps in the Add Visualization: Map: Icons Wizard:

  1. Base Map
    1. Visualization Name: State Summary
    2. Click the Next button.
  2. Markers
    1. Latitude Attribute: Latitude
    2. Longitude Attribute: Longitude
    3. Placement Type: center
    4. Icon: Static
    5. Icon: Click in box
      1. Category = shape
      2. filter = circle
      3. select the circle icon “edgeCore-svg-shape-circle
    6. Style: Highlight
    7. Size: 16
    8. Color: Derived
    9. Click the Add ( + ) button next to Rules selector
      1. Name
        1. Rule Set Name: StateSalesTarget
        2. Click the Next button.
      2. Variables
        1. Name: StateTarget
        2. Type: Number
        3. Click the Next button.
      3. Rules
        1. Click the Add ( + ) button twice.
        2. Rule 1
          1. Condition: StateTarget = 0
          2. Color: Red
          3. Alpha: 0.9
        3. Rule 2
          1. Condition: StateTarget = 1
          2. Color: Blue
          3. Alpha: 0.9
        4. Click the Save and Close button.
    10. Select “StateSalesTarget” from the rule selector drop-down.
    11. StateTarget: OnTarget
    12. Click the Next button.
  3. Legend
    1. No changes are needed. Click the Next button
  4. Optional Layers
    1. No changes are needed. Click the Next button.
  5. Preview
    1. Observe the Map showing the markers for each state:
    2. Click the Save and Close button.
    3. The “State Summary” Map Visualization is displayed in the Pipeline.

Create a Bar Chart Visualization #

Perform the following steps to create the Bar Chart Visualization:

  1. Click on the Pipeline icon to return to the Pipeline panel.
  2. Click the gear icon button in the “Top 5 States” Filter box, select New ( + ), and select New Visualization to launch the “Choose a Visualization” popup.
  3. Select Chart for the Visualization.

Perform the following to complete the steps in the Add Visualization: Chart Wizard:

  1. Base Chart
    1. Visualization Name: Top 5 States
    2. Default Type: bar
    3. Click the Next button.
  2. Dimensions
    1. Type: category
    2. Attribute: State
    3. Click the Next button to proceed to Measures.
  3. Measures
    1. Type: Linear
    2. Click the Next button.
  4. Series
    1. Attribute Name: TotalSales
    2. Renderer: set color = green; fill = gradient; click the Close button
    3. Click the Next button.
  5. Preview
    1. Observe the Bar Chart showing the total sales for the top 5 states:
    2. Click the Save and Close button.
    3. The “Top 5 States” Bar Chart Visualization is displayed in the Pipeline.

Create a Pie Chart Visualization #

Perform the following steps to create the Pie chart Visualization:

  1. Click on the Pipeline icon to return to the Pipeline panel.
  2. Select View All to show the full pipeline.
  3. Click the gear icon button in the “region_summary” SQL Query box, select New ( + ) and select New Visualization to launch the “Choose a Visualization” popup.
  4. Select Chart for the Visualization.

Perform the following to complete the steps in the Add Visualization: Chart Wizard:

  1. Base Chart
    1. Visualization Name: Sales Regions
    2. Default Type: pie
    3. Show Legend?: No
    4. Click the Next button.
  2. Dimensions
    1. Attribute: Year
    2. Title: <blank>
    3. Click the Next button.
  3. Measures
    1. Inner Radius: 70%
    2. Click the Next button.
  4. Series
    1. Dynamic Series? Yes
    2. Use the All Numeric Columns (default) option so that all four of the regions will be automatically displayed in the Pie Chart.
    3. Click the Next button.
  5. Preview
    1. Observe the Pie Chart showing the percentage of total sales by region (colors may vary):
    2. Click the Save and Close button.
    3. The “Sales Regions” Pie Chart Visualization is displayed in the Pipeline.

Create a Page #

Perform the following steps to create a page that can display the three Visualizations in a single view:

  1. Click on the Pages icon to open the Manage Pages panel.
  2. Click the Add Folder icon in the bottom bar. The Add Folder screen is displayed.
    1. Folder Name: States
    2. Click the Save button.
  3. Click to select the “States” folder.
  4. Click the Add Page icon in the bottom bar. The Add Page screen is displayed.
    1. Page Name: Sales
    2. Menu Visibility: Show in Menu
    3. Click the Save button.
  5. The new “Sales” page is displayed in the Content Menu under the “States” folder.
  6. Observe the “States” page tab now displayed in the upper banner area.

Edit a Page #

Perform the following steps to edit the Sales page:

  1. Click on the “Sales” page sub-tab (under “States”) in the upper banner area to display the empty “Sales” page.
  2. Click the Edit button in the upper banner area.
  3. Click in the + Add Visualization box. The Add Visualization pipeline view is displayed.
  4. Select View All to show the full pipeline.
  5. Click to select the “State Summary” Map Visualization.
  6. Click the Add Visualization button.
  7. Back on the Sales page, click the Add Row button and select To Bottom.
  8. Click the lower border of the “State Summary” Visualization and drag up to use half the available area. Zoom in on the map and align it in the frame as desired.
  9. Click in the + Add Visualization box. The Add Visualization pipeline view is displayed.
  10. Select View All to show the full pipeline.
  11. Click to select the “Top 5 States” Bar Chart Visualization.
  12. Click the Add Visualization button.
  13. Click the gear icon above the Bar Chart and select “Insert Column After”.
  14. Click in the + Add Visualization box. The Add Visualization pipeline view is displayed.
  15. Select View All to show the full pipeline.
  16. Click to select the “Sales Regions” Pie Chart Visualization.
  17. Click the Add Visualization button.
  18. Back on the Sales page, adjust the size of all the Visualizations as desired.
  19. Click the Save Page button.

Actuate #

You have connected to data, transformed it, and visualized it in several ways. Next you are going to create actions and variables that will empower the user to interact by showing in-context tooltips as well as navigating to another page and dynamically filtering data.

Create a Tooltip Action #

Perform the following steps to create a Tooltip Action:

  1. Click on the “Sales” page sub-tab (under “States”) in the upper banner area to display the page.
  2. Click Edit in the upper banner area.
  3. Click the gear icon above the “State Summary” Visualization and select Edit Actions.
  4. On the Manage Actions popup, click the Add ( + ) button, Hover Marker, and Tooltip.
  5. The Configure Action: Tooltip wizard will now display the List Items step.
  6. Click the Add (+) button four times to create four attribute rows in the table.
    1. For the first item, enter the following:
      1. Attribute Name: OnTarget
      2. Renderer: Icon (select from drop-down list)
        [Click the Edit button]

      3. Static Icon: Category = shape; filter = circle
        select the circle “edgeCore-svg-shape-circle
      4. Style: Highlight
      5. Size: 48
      6. Color: Derived
      7. Rule Set: StateSalesTarget
      8. StateTarget: OnTarget
      9. Click the Apply button.
    2. For the second item, enter the following:
      1. Attribute Name: State
      2. Renderer: Text
    3. For the third item, enter the following:
      1. Attribute Name: Population
      2. Renderer: Number
    4. For the fourth item, enter the following:
      1. Attribute Name: TotalSales
      2. Renderer: Number[Click the Edit button]

      3. Prefix: $
      4. Click the Apply button.
  7. Click the Next button. The Configure Action: Tooltip wizard will now display the Appearance step.
  8. Click the Next button. The Configure Action: Tooltip wizard will now display the Conditions step.
  9. Click the Save and Close button.
  10. Click the Close button.
  11. Mouse over any node on the “State Summary” Visualization to display the Tooltip.

Create a ‘Switch to Page’ Action #

Next you will configure an Action that will switch to another Page when a user clicks a node on the map. This new page will display sales data for all of the counties in the state that the user selected. This will take a few steps to set up. First, you will need to configure the data and Visualization that you want to display on the new page. Next you need to create the Page. Then you can create the Action to switch to the Page.

Create a New Data Set #

Perform the following steps to create a new data set with county data:

  1. Click on the Pipeline icon to open the Pipeline panel
  2. Click the gear icon button in the “getting_started” Connection box and select New ( + ) to launch the “Choose a Feed Type” popup.
  3. Select “CSV” for the Feed Type.
  4. The Add Feed: CSV Wizard will now display the Configure step. Complete the following fields:
    1. Feed Name: state_counties
    2. File Name: state_counties.csv
    3. Poll Rate: 600
    4. Enable Server Subscription: No
    5. Click the Next button.
  5. The Add Feed: CSV Wizard will now display the CSV Parser step. Complete the following fields:
    1. Field Delimiter: Static  ,
    2. Header Meta Delimiter: Static  *
    3. CSV Parser: Default
    4. Click the Next button.
  6. The Add Feed: CSV Wizard will now display the Attributes DB Options step. No changes are needed. Click the Next button.
  7. The Add Feed: CSV Wizard will now display the Data Preview step. Observe the data preview of the “state_counties” Feed from the “getting_started” Connection.
  8. Click the Save and Close button.

Transform the Data #

Perform the following steps to create a Transform of the county data:

  1. Click the gear icon button in the “state_counties” CSV feed box, select New ( + ), and select New Transform.
  2. Select “SQL Transform” for the Transform.
  3. The Add Transform: SQL Transform Wizard will now display the Configure step. Complete the following fields:
    1. Transform Name: filtered_state_counties
    2. Enable Server Subscription: No
    3. Click the Next button.
  4. The Add Transform: SQL Transform Wizard will now display the Query step. Complete the following:
    1. Query:  (paste into a text editor and then into Query box)select * from {src.state_counties}
      where State =
    2. Click to the right of State = in the query expression.
    3. Click the Insert button and select “Node Variable” from the drop-down to launch the Choose a Variable screen.
    4. Click the Add ( + ) button to create a new node variable. The Add Variable screen is shown.
      1. Name: selectedState
      2. Variable Constraint: Unbounded String
      3. Default Value: Alabama
      4. Click the Save button.
    5. Click on the new selectedState variable to select it.
    6. Click the Insert Variable button. The Query box should now say:select * from {src.state_counties}
      where State = {safeNodeVar.selectedState}
    7. Click the Next button.
  5. The Add Transform: SQL Transform Wizard will now display the Attributes DB Options step. No changes are needed. Click the Next button.
  6. The Add Transform: SQL Transform Wizard will now display the Upstream Variables step. No changes are needed. Click the Next button.
  7. The Add Transform: SQL Transform Wizard will now display the Data Preview step. Observe the data preview of the “filtered_state_counties” Transform from the “getting_started” Connection.
  8. Click the Save and Close button.
  9. Click on the Constraints icon  to open the Constraints panel.
  10. Click the Add ( + ) button to open the New Variable Constraint window.
  11. Constraint Data Type: “String”.
  12. Click the Ok button.
  13. Enter the following on the Add Variable Constraint screen:
    1. Name: State List
    2. Static: No
    3. Dataset: states
    4. Value Attribute: State
  14. Click the Save button.
  15. Click on the Pipeline icon to open the Pipeline panel
  16. In the Pipeline, double-click on the “filtered_state_counties” SQL Query to launch the Edit Pipeline screen on the Configure step.
  17. Click the Next button to go to the Query step.
  18. Click Insert and select “Node Variable”.
  19. Click to select “selectedState”.
  20. Click the Edit button.
    1. Variable Constraint: State List
    2. Click the Save button.
  21. Click the Close button.
  22. Click the Next button three times. The Add Transform: SQL Query Wizard will once again display the Data Preview step.
  23. Observe that the selectedState variable now provides a drop-down list of states, as a result of assigning the “State List” constraint that we created to this variable.
  24. Select Texas from the drop-down list in the selectedState node variable box.
  25. Click the Apply to Preview button to see that the Data Preview is updated.
  26. Click the Save and Close button.

Create a Table Visualization #

Perform the following steps to create a Table Visualization with county data:

  1. Click on the Pipeline icon to return to the Pipeline panel.
  2. Click the gear icon button in the “filtered_state_counties” Filter box, select New ( + ), and select New Visualization to launch the “Choose a Visualization” popup.
  3. Select Table for the Visualization.

Perform the following to complete the steps in the Add Visualization: Table Wizard:

  1. Base Table
    1. Visualization Name: Sales By County
    2. Click the Next button.
  2. Columns
    1. Display 5 columns in the following order: OnTarget, County, LastYearSales, SalesToDate, SalesTarget.
    2. Click the Next button.
  3. Column Renderers
    1. Complete the following fields:
      1. Column Name: OnTarget                           Cell Renderer: Icon
        1. Click to edit the Icon Renderer for the OnTarget attribute
        2. Icon: Derived
        3. Click the Add ( + ) button to add a new Rule
          1. Name 
            1. Name: SalesOnTarget
            2. Click the Next button.
          2. Variables
            1. Name: CountyTarget
            2. Type: Number
            3. Click the Next button.
          3. Rules
            1. Click the Add ( + ) button twice to add two rows to the Rule Set.
            2. Set the first rule to a check icon if CountyTarget = 1
            3. Set the second rule to a X icon if CountyTarget = 0
            4. Click the Save and Close button.
        4. In the Rule Set box, select SalesOnTarget.
        5. CountyTarget: OnTarget
        6. Color: Derived
        7. Click the Add ( + ) button to add a new Rule
          1. Name
            1. Name: SalesOnTarget
            2. Click the Next button.
          2. Variables
            1. Name: CountyTarget
            2. Type: Number
            3. Click the Next button.
          3. Rules
            1. Click the Add ( + ) button twice to add two rows to the Rule Set.
            2. Set the first rule to green if CountyTarget = 1
            3. Set the second rule to red if CountyTarget = 0
            4. Click the Save and Close button.
        8. In the Rule Set box, select SalesOnTarget.
        9. CountyTarget: OnTarget
        10. Click the Apply button.
      2. Attribute Name: County                           Cell Renderer: Text
      3. Attribute Name: LastYearSales               Cell Renderer: Number
      4. Attribute Name: SalesToDate                  Cell Renderer: Number
      5. Attribute Name: SalesTarget                   Cell Renderer: Number
    2. Click the Next button.
  4. Sort
    1. No changes are needed. Click the Next button.
  5. Preview
    1. Observe the Table showing columns for five selected attributes
    2. Click the Save and Close button.
    3. The “Sales By County” Table Visualization is displayed in the Pipeline.

Create a Destination Page #

Perform the following steps to create a Page with the Table Visualization:

  1. Click on the Pages icon to open the Manage Pages panel.
  2. Click to select the “States” folder.
  3. Click the Add Page icon in the bottom bar. The Add Page screen is displayed.
    1. Page Name: State Summary
    2. Menu Visibility: Hide from Menu
    3. Click the Save button.
  4. The new “State Summary” page is displayed in the Content Menu.

Configure a ‘Switch To Page’ Action #

Perform the following steps to create an Action that will switch to the new Page when a user clicks a node on the map:

  1. Click on the “Sales” page sub-tab in the upper banner area to display the page.
  2. Click the Edit button in the upper banner area.
  3. Click the gear icon above the “State Summary” Visualization and select Edit Actions.
  4. On the Manage Actions popup, click the Add ( + ) button, Click Marker, and Switch To Page.

Perform the following to complete the steps in the Configure Action: Switch To Page Wizard:

  1. Base Config
    1. Action Name: Counties in Selected State
    2. Switch To Page:  State Summary
    3. Click the Next button.
  2. Page Variables
    1. [We will come back to configure this later]
    2. Click the Next button.
  3. Conditions
    1. No Conditions are needed. Click the Save and Close button.
    2. Click the Close button.
  4. Click any node on the State Summary Visualization to switch to the “State Summary” page.
  5. Click the Edit button in the upper banner area.
  6. Click in the + Add Visualization box. The Add Visualization pipeline view is displayed.
  7. Select View All to show the full pipeline.
  8. Click to select the “Sales By County” Table Visualization.
  9. Click the Add Visualization button.
  10. Click the gear icon above the “Sales By County” Visualization and select Options.
    1. Visualization Label: {pageVar.selectedState} Sales By County
    2. Click the Save button.
    3. Click the Close button.
  11. Click the Save Page button.
  12. In the page selector box, select “Sales” to return to the “Sales” Page.
  13. Click the gear icon above the “State Summary” Visualization and select Edit Actions.
  14. Click to select “Counties in Selected State” and click the Edit button.
  15. Click the Next button. The wizard will now display the Page Variables step.
  16. In the drop-down selectors, choose Record Value and State.
  17. Click the Save and Close button.
  18. Click the Close button.
  19. Click any node on the State Summary Visualization to switch to the “State Summary” page. Observe that only the counties from the selected state are shown.
  20. Click the Show Controls icon to toggle on the display of the selectedState page variable.
  21. Select Iowa in the selectedState node variable box.
  22. Click the Apply button. The list of counties is updated to show counties from Iowa. The label for the Table Visualization is updated to “Iowa Sales By County”.

Access #

Now that the Pages are complete, you need to create a User so they can log in to view the Visualizations.

Provision a User #

Perform the following steps to create a User and provision the Sales Page to that User:

  1. Click on the Provision icon to open the Admin / Provision Domains panel.
  2. Click the Add ( + ) button to launch the Select the type of Domain to create window.
  3. Click Embedded to launch the Add Embedded Domain window.
    1. Domain Name: Sales Team
    2. Click the Save button.
  4. Click the “Sales Team” Domain to select it.
  5. In the Content sub-tab on the right panel, expand “Content Menu” to show the folders of content configured in the system.
  6. Check the box for the “States” folder to assign it to the Sales Team Domain.
  7. Click the Save button.
  8. Click the “Users” sub-tab on the right panel.
  9. Click the Add ( + ) button in the “Users” sub-tab to launch the Add User window.
    1. Domain: Sales Team
    2. First Name: Mary
    3. Last Name: Johnson
    4. User Name: MJohnson
    5. Password: Edge1234
    6. Confirm Password: Edge1234
  10. Click the Save button. Observe the new User detail that is shown.

Validate User Provisioning #

Perform the following steps to log in as the User and validate access to the Page:

  1. Click the System Menu in the upper right, and select Logout.
  2. On the login page, enter the following credentials:
    1. Username: MJohnson@Sales Team
    2. Password: Edge1234
  3. Click the Login button.
  4. Click on the “Sales” page sub-tab (under “States”) in the upper banner area to display the “Sales” page.
  5. Click a node in the “State Summary” map to switch to the “State Summary” Page.

Congratulations! You have completed the Getting Started tutorial, including the following:

  • Connected to a sample data file
  • Created two data Feeds and three data Transforms
  • Created four Visualizations
  • Created two Pages, with context-dependent Node Variables
  • Created a Domain and User, and provisioned Pages to them