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The installation process is divided into various steps:
| Step 1 | Rename and deploy the .WAR file on your application server |
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| Step 2 | Configure your deployed .WAR file |
| Step 3 | Install the license key |
| Step 4 | Restart Tomcat and test connection |
| Step 5 | Configure user authentication |
| Step 6 | First login and become admin - ≥ 2.1 only |
| Step 7 | Configure roles |
| Step 78 | Generate snapshot data |
| Step 89 | Configure data authorization |
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This step involves configuring how your users will authenticate with the CAST Engineering Dashboard. Most organizations opt for LDAP/Active Directory integration so that users can use their corporate username/password to access the resources they need. The Engineering Dashboard also has a built in username/password authentication mechanism which is enabled "out of the box". See User authentication.
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By default, the CAST Dashboard requires that at least one user is granted the ADMIN role following the first login after the User authentication configuration. This ensures that one user can access all data and cofiguration settings. See First login and become admin. This step is not required when using Dashboards 1.x and can be skipped.
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7 - Configure roles
This step involves configuring roles for users and groups that are accessing the CAST Engineering Dashboard. See User roles.
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8 - Generate snapshot data
Before your users can "consume" data via the CAST Engineering Dashboard, you need to generate snapshot data.
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9 - Configure data authorization
An Authorization defines permission to access and "consume the data" in a specific Application or group of Applications via the CAST Engineering Dashboard. If permission is not granted, or a "restriction" is used, then any information related to this Application will be not accessible: application properties such as name, technologies or grades and measures, etc. Therefore, an Authorization must be defined before a user/group of users can access a specific application. See Data authorization.
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