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The installation process is divided into various steps:

Step 1Unpack the ZIP file
Step 2

Configure the connection parameters

Step 3Install the license key
Step 4Install the Microsoft Windows Service to start/top the application server - optional
Step 5Start the dashboard and test connection
Step 6Configure user authentication
Step 7First login and become admin - ≥ 2.1 only
Step 8Configure roles
Step
8
9Generate snapshot data for display
Step
9
10Configure data authorization

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Step 1 - Unpack the ZIP file

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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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Step 7 - First login and become admin - ≥ 2.1 only

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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8 - 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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9 - Generate snapshot data for display

Before your users can "consume" data via the CAST Engineering Dashboard, you need to generate snapshot data.

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10 - 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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