Organizational Setup

This section explains how to set up connectors, create teams and invite members. For a detailed overview of who does what in this setup, check our Getting Started guide.

1. Create a Connector

The first step is creating a connector, which links Datalogz to your Business Intelligence (BI) environment. We recommend setting up one connector for each BI platform your organization uses. Datalogz currently supports connections with Power BI, Tableau, Qlik, and Spotfire. Once connected, Datalogz automatically extracts your BI metadata and sets up default monitors.

2. Invite Members

Next, invite members to your Datalogz account. This allows them to sign in to the Datalogz Control Tower and start monitoring the health of your connected BI environments. Their access to manage assets within the Control Tower is determined by the teams they belong to.

3. Set Up Teams

Teams are groups that represent specific subsets of your data, such as all your production Power BI workspaces or Tableau projects. Setting up these groups allows you to track the health of your BI environment in a more granular way for better management.

4. Add Members to Teams

Finally, add your invited members to the relevant teams. This gives them the appropriate access to manage and monitor the assets they are responsible for.

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