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Application Startup

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

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

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

Activate the account using login credentials

You can sign in with your registered email address to activate your subscription.

Activate the account page

Select Login option

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

  • Bold BI Login Credentials
  • Azure AD
  • Syncfusion Login Credentials

Application startup login form

Select license

If you are having multiple Bold BI licenses, then you will be getting this screen and select the corresponding license to proceed with application startup. Otherwise, you will be automatically redirected to the application startup screen.

Select Portal License

Offline Installation

NOTE: Offline unlock key available for selected customers only. Please contact us to get access to offline unlock key.

Activate the account with Unlock key option

If you are installing the Bold BI in firewall restricted environments, you can use offline unlock key to activate the account. Please download your offline unlock key here.

Unlock key file page

Once the unlock key is uploaded, proceed to the next screen for configuring the application.

Select Unlcok key file

Possible errors cases and their solution:

Cases Solution
Invalid File Type Please ensure to upload the valid unlock key file (lic) downloaded from here.
unlock key Expired Your unlock key date was expired. Please download the new unlock key file from here.

NOTE: If you are facing any other issues, please contact us from here.

No Trial / New Account Request

If you do not have an account for Bold BI, you can request a new trial from this link.

Activate the account with No Trail option

Application Startup for Bold BI Enterprise

Application startup screen helps you to configure storage options and admin account setup.

Application startup holds the storage options configuration for below application,

  1. Bold ID - Manages user identities and sites
  2. Bold BI - Manages dashboards, data sources, schedules and the user permissions.

Storage Options

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

Database Configuration for Bold ID

This configuration stores the user identities and sites details in the database. You can use anyone of the following database to configure the Bold ID.

Click here to see the available storage options

You can connect to the existing server instance with the below options.

  • Create new database.
  • Use an existing database.

SQL Server

NOTE: The credentials that is given to connect to the server instance must have permissions to

  • Create Database
  • Create Table
  • Insert
  • Update Table
  • Alter Table
  • Select
  • Drop Table
  • Drop Database

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

Storage Configuration for Bold ID

User can select the preferred storage type, either File Storage or Blob Storage to store the resource in Bold ID.

Site File Storage

NOTE: By default storage type is File Storage.

User can select the Blob Storage by giving Azure Blob Credential in the required field

Site Blob Storage

You can find the details on How to configure the Azure Blob here

New User - System Administrator

New user should be created to access the Bold BI Sites and Dashboards with the details mentioned in the below image.

Admin User Registration

While creating this new user account, a new group System Administrator is also created.

By default, System Administrator group have permission to do the below

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

Site Configuration for Bold BI Sites

User can select the preferred Site Name and Site Identifier for the initial site.

SQL Server Site

Database Configuration for Bold BI

This configuration stores the dashboards, users and their access permissions in the database. You can use anyone of the following database to configure the Bold BI.

Click here to see the available storage options

You can connect to the existing server instance with the below options.

  • Create new database.

  • Use an existing database.

    SQL Server Site

NOTE: The credentials that is given to connect to the server instance must have permissions to

  • Create Database
  • Create Table
  • Insert
  • Update Table
  • Alter Table
  • Select
  • Drop Table
  • Drop Database

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

Storage Configuration for Bold BI

File Storage

The default system is File Storage, in this the Dashboard Server stores the dashboards and data sources that are uploaded to the server in the following location in the installed machine.

Site File Storage

Blob Storage

If the Dashboard Server wants to store the dashboards and data sources that are uploaded to the server in the blob storage location, need to provide details shown in below figure.

Site Blob Storage

You can find the details on How to configure the Azure Blob here

Database Configuration for Data Store

DataStore is nothing but an intermediate database. Here, imported data from web data sources and statistic files are stored and you can update the data using scheduled refresh option.

This configuration stores the data in offline and helps to access the dashboards quickly.

You can configure the database connection for data store and then proceed with the Next.

SQL Server DataStore

You can use anyone of the following database to configure the Data Store.

Click here to see the available storage options

You can connect to the existing server instance with the below options.

  • Create new database.
  • Use an existing database.

NOTE: The credentials that is given to connect to the server instance must have permissions to

  • Create Database
  • Create Table
  • Insert
  • Update Table
  • Alter Table
  • Select
  • Drop Table
  • Drop Database

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

After proceeding with Next, the application will register and validate the site information. Once the process completed, you can able to

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

Launch Bold BI Dashboards

Activate Bold BI license

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

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

Then, choose the Bold BI Embedded tab.

BoldBI Embedded tab

Activate Bold BI license using the login credential

You can sign in with your registered email address to activate your subscription.

Account activate using login

If you are having multiple Bold BI licenses, then you will be getting this screen and select the corresponding license to activate the Bold BI. Otherwise, your Bold BI license will be automatically activated.

Choose Bold BI License

Upload unlock key

NOTE: Offline unlock key available for selected customers only. Please contact us to get access to the offline unlock key.

Unlock Key option

Once the unlock key is uploaded, proceed to the Upload License button for activating the Bold BI License.

Updated Bold BI License

Create site

Please refer to this Create Site document to create a new Bold BI site.

See Also