Application Startup

NOTE: To configure Bold BI v4.2.68 or earlier versions, please refer to v4.2.68 or earlier.

If Bold BI is deployed in an air-gapped environment, meaning there is no internet connection on the machine where Bold BI is installed, errors will occur during startup and possibly after startup. To resolve this issue, offline mode needs to be enabled in Bold BI. For instructions and reasons for enabling Bold BI offline mode, please refer to the following KB article: How to enable offline mode for Bold BI

License Activation

This topic explains how to activate the account and also how to start up the Bold BI Enterprise Application.

The Bold BI application can be activated either by using your login credentials or an offline unlock key.

NOTE: If you have already installed Bold Reports on your machine, please go to this section to activate your Bold BI license.

Using Login Credentials

To activate your subscription, you can sign in using your registered email address.

From the login window, select your account type and proceed to login.

• Syncfusion Login Credentials
• Google
• Microsoft
• LinkedIn
• Bold BI Login Credentials

If you have multiple Bold BI licenses, then you will see this screen. To proceed with the application startup, select the corresponding license. Otherwise, you will be automatically redirected to the application startup screen.

Offline Installation

NOTE: The offline unlock key will be available for download on your account page under the Active subscription section, by default.

If you are installing Bold BI in firewall-restricted environments, you can use an offline unlock key to activate the account.

Once the unlock key has been uploaded, proceed to the next screen to configure the application.

Possible errors cases and their solution

Cases	Solution
Invalid File Type	Please upload a valid unlock key file (lic).
Unlock Key Expired	Your unlock key date was expired. Please download the new unlock key file and upload.

NOTE: If you are experiencing any other issues, please contact us.

No Trial or New Account Request

If you do not have a Bold BI account, you can request a new trial by clicking on the pricing plans.

Application Startup for Bold BI Enterprise

The application startup screen helps you configure the admin account setup, database configuration, and storage configuration.

System Administrator Account

A new user should be created in order to access the Bold BI sites and dashboards, using the details mentioned in the following image.

While creating this new user account, a new group called System Administrator will be created, and this group will have the following permissions.

• Create Dashboards
• Create Data Sources
• Create Schedules
• Create Slideshows
• Create Users
• Create Groups
• Manage Permissions for users and groups

By default, the newly created user account is assigned to this group.

Database Configuration

This configuration helps you configure single or individual databases for Bold ID, Bold BI, and Data Store configuration.

The Bold ID database stores user identities, site details, and access information.

The Bold BI database stores the dashboards, users, and their access permissions.

The term DataStore refers to an intermediate database. Here, imported data from web data sources and statistic files is stored, and you can update the data using the scheduled refresh option. This database holds the data offline and helps you access the dashboards quickly.

Click here to see the available database options

To connect to an existing server instance, you have the following options:

• Create a new database.
• Use an existing database.

NOTE: The credentials used to connect to the server instance must have the permissions that are specified in this documentation.

IMPORTANT: The Bold BI server will accept all connections that use Transport Layer Security (TLS 1.1/1.2) encryption and AES Cryptography (128 bits). To support encrypted data transfer, select the Enable SSL option when configuring the Bold BI Server.

Here, the user can select either the simple or advanced mode for configuration.

Simple mode

Please configure a single database for Bold ID, Bold BI, and Data Store.

This configuration will store the user identities, site details, dashboards, data store, and users along with their access permissions in a single database.

By default, in Simple mode, the sites will be deployed in the local file system.

Advanced mode

Please configure individual databases for Bold ID, Bold BI, and Data Store. You can choose between the local file system and Azure Blob Storage for Bold ID and Bold BI.

The Bold ID database stores user identities and site details.

The Bold BI database stores dashboards, users, and their access permissions.

The Data Store database stores authentication information and data extracted from REST data sources.

Storage Configuration

In advanced mode, the user can select the preferred storage type, either File Storage or Blob Storage, to store the resource in Bold ID and Bold BI.

NOTE: The default storage type is File Storage.

The user can select the Blob Storage by providing the Azure Blob Credential in the required field.

You can find the details on how to configure the Azure Blob.

Database Options

• SQL Server, Azure SQL
• PostgreSQL, Azure-PostgreSQL
• MySQL, Azure-MySQL
• Amazon Aurora with PostgreSQL compatibility (Please click here to know how to configure AWS Aurora)

Supported Collation

Collation in a database server specifies how the data is sorted and compared in a database. The Bold BI application will perform the sorting using the general collation. The sorting results might not be accurate if the database server uses any other user specified rules or languages.

The Bold BI application requires specific collations based on the type of database server.

Database	Collation
SQL Server, Azure SQL	SQL_Latin1_General_CP1_CI_AS
PostgreSQL, Azure-PostgreSQL	utf8mb4_general_ci
MySQL	C

NOTE: To connect to a PostgreSQL database, you need to install the PostgreSQL client library while installing the Bold BI Enterprise edition. Learn more here.

After clicking Next, the application will register and validate the site information. Once the process is completed, you will be able to:

• Manage sites – where you can manage the permissions for the sites you have created.
• Go to Dashboards - where you can create, edit, update the dashboards and so on.

Activate Bold BI license

You can activate your account by using either your login credentials or an offline unlock key.

Open the Manage License Page - {domain}/ums/administration/license-settings

Next, select the Enterprise BI tab.

Activate Bold BI license using the login credential

To activate your subscription, you may sign in using your registered email address.

If you have multiple Bold BI licenses, you will see this screen and can select the corresponding license to activate Bold BI. Otherwise, your Bold BI license will be automatically activated.

Upload unlock key

NOTE: The offline unlock key will be available for download on your account page under the Active subscription section, by default.

Once the unlock key has been uploaded, click on Upload License to activate the Bold BI License.

Create site

Please refer to this Create Site document to create more sites/tenants.