Overview

Datalogz offers multiple options for users to log in and allows Root User and Admin to restrict methods for added security.

Log-in Methods

Google Authentication

Users can authenticate into Datalogz using Google authentication when using a Google-supported email address.

Microsoft Authentication

Users can authenticate into Datalogz using Microsoft authentication using a Microsoft-supported email address.

SAML

With SAML enabled, users can log in through their identity provider's website by selecting the SAML option on the login page.

Once the organization enables SAML, all members must log in using SAML.

Create teams in your organization to assign different projects/workspaces/streams.

Overview

After the initial onboarding, by default, Datalogz will generate a team with the highest privileges for your organization. Root Users can create and split teams. Any user can be part of one or many teams.

To group users

• who work together frequently

• who work on one area of work, such as finance, marketing, etc.

• who share the same level of access, such as executives, global admin, etc.

View Your Team(s)

The teams you are a member of will be listed in Team and in the top-left dropdown.

The current team you navigate in will be shown in the field of the dropdown.

Create a Team

• Go to Teams, click on New Team in the upper right of the table.

• Create a name for the team

• Assign a connector

• Assign Platform Contexts

• (Optional) Select Users

Timezone

Timezone is automatically set at localtime based on the user's IP address.

Access Control

All members of a team can view their team. Only Root User can create new teams. Both Root User and Admin can invite members to their teams. Anyone can view default insights, default monitors, and default alerts. Members in teams can view team insights, team monitors, and team alerts, as long as they are not private.

Delete a team

Deleting a team will not delete a user. But it will permanently delete any connectors and platform contexts associated with it. This can't be undone, and the data cannot be recovered.

Overview

Root users and admins can manually invite, suspend, and promote members from the user's settings page.

Invite members

Send an invitation

To send an invitation:

1. Go to the Teams > Users

2. Click Invite Users.

3. Enter the invitee(s) email address, and assign the user type.

4. Click Add.

5. Click Send invites. New members will receive an invite link via email along with steps to join the workspace.

User Roles

Root Admin

Root Admin have the highest organizational privilege and can only be assigned by the Datalogz team during the onboarding.

Root Admin are the only users who can:

• View or edit connectors

• Grant or remove Admin roles

• Manage login methods

• Create a new Team

Admin

Admins have the second highest privilege in assigned Teams and synced projects/workspace/streams.

Admins can

• Invite and manage users

• Rename Teams

• Edit monitor and alerts

Admins can not

• View or edit connectors

• Delete a Team

Member

Members are viewers and collaborators in assigned Teams, projects/workspaces/streams.

Delete member

To delete a user from Datalogz

1. Go to Teams > Users

2. Find the member's name, and click on the delete icon in the same column

The user will be removed from Datalogz and unable to access it unless they are re-invited.

To remove a member from a Team

1. Go to Teams

2. Click on the Team's name

3. Deselect a member's name

The member will be removed from the Team and unable to access assigned projects/workspaces/streams. The member will remain a user in Datalogz.

This guide will walk you through how to set up a Tableau connector in Datalogz via Tableau Cloud.

Time estimated: 4 mins.

To start, log in to the following:

1. Log in to your Datalogz account → https://app.datalogz.io/#/organization/connectors

2. Sign in to Tableau Cloud https://sso.online.tableau.com/public/idp/SSO

Step 1: Create a new connector in Datalogz

1. Navigate to Connector in the sidebar, and click New Connector
2. Choose Tableau

Step 2: Fill in the Connector details

1. Copy-paste Host and Site Name in the URL
2. Find the latest Rest API Version

   https://help.tableau.com/current/api/rest_api/en-us/REST/rest_api_whats_new.htm

Create Access Token Name

1. In the Tableau home screen, click on the user profile icon. Under account settings, find personal access tokens.
2. Name & create a new token
3. Copy-paste Token details, and connect the connector

   1. Secret to Access Token Secret < Warning: this Secret will disappear after closing this dialog box>

   2. Token Name to Access Token Name

4. Name the connector select projects, and continue.

5. Set refresh schedule and finish the connector set up.

More information on personal access tokens and managing your account settings.

Or contact Datalogz support support@datalogz.io

This guide will walk you through how to set up Qlik Connector in Datalogz using the Virtual Proxy Authentication Method.

Time estimated: 6 mins.

To start, We need:

1. Hostname, the address at which we access Click.

2. Virtual Proxy details

3. (Optional) N-Printing details

Create a New Connector in Datalogz

1. Log in to your Datalogz account

2. Navigate to Connector in the sidebar, and click New Connector
3. Choose Qlik

4. Copy-paste

   1. Hostname, the address at which we access Click.

   2. Virtual Proxy details

   3. (Optional) N-Printing details

5. Select Streams to extract.

For more questions, please contact Datalogz support support@datalogz.io

The first step to using Datalogz is to create a connector for the organization.

Overview

A connector is an access for Datalogz to connect to a BI environment. We recommend organizations create single connector per each BI platform. Currently, Datalogz support connection with PowerBI, Tableau, Qlik, and Spotfire.

When a connector is created, Datalogz automatically extracts BI metadata and creates default monitors.

Connector Settings

Navigate to Connectors and choose a connector by clicking the connector name.

Admins will be able to:

• Edit connector name

• Edit projects/workspaces/streams

• Modify fresh schedule

• Export connector history

• Manually refresh connector

• Disable connector

Only Root User and Admin have access to Connector Settings.

Disable Connector

Toggle on/off to enable/disable the connector.

Multiple Connectors

You can create multiple connectors in Datalogz under a single account, as the organization might use multiple BI tools (e.g. Tableau, Qlik).

Only Root Users can create new connectors.

To create a new connector:

1. Click New Connector

2. Choose the type of connector

This guide will walk you through how to set up PowerBI Connector in Datalogz via service principal. This method allows read-only access to PowerBI's administrative APIs for a single PowerBI tenant.

Time estimated: 6 mins.

To start, log in to the following:

1. Azure App registration → https://portal.azure.com/#view/Microsoft_AAD_RegisteredApps/ApplicationsListBlade

2. Azure Group creation → https://portal.azure.com/#view/Microsoft_AAD_IAM/GroupsManagementMenuBlade/~/Overview

3. PowerBI configuration → https://app.powerbi.com/admin-portal/tenantSettings

4. Log in to your Datalogz account → https://app.datalogz.io/#/organization/connectors

Step 1: Create a new App Registration

1. Open App registrations link -> https://portal.azure.com/#view/Microsoft_AAD_RegisteredApps/ApplicationsListBlade

2. Create New Registration
3. Create a name for your app, select single tenant (first option) as a supported account type, ignore the optional field as needed, and click Register at the bottom.

In this new app, we will need three pieces of information

1. Application (client) ID & Directory (tenant) ID

2. Client Secret Value

   1. Under Manage in the side nav

   2. Click Certificates & secrets & create new
   3. Find the Client Secret Value

Step 2: Create a New Connector in Datalogz

1. Log in to your Datalogz account

2. Navigate to Connector in the sidebar, and click New Connector
3. Choose PowerBI, and select Connect using a Service Principal (SP)
4. Copy-paste the new application information.

   1. Directory (tenant) ID

   2. Application (client) ID

   3. Client Secret Value

Step 3: Create a new Group in Azure

1. Click and open Azure Group link https://portal.azure.com/#view/Microsoft_AAD_IAM/GroupsManagementMenuBlade/~/Overview

2. Create a new group
3. Add members by adding the new app to the Enterprise applications
4. Create new group

Step 4: Configure PowerBI with the Group

1. Open PowerBI Tenant Settings: https://app.powerbi.com/admin-portal/tenantSettings

2. In the Admin Portal, search API in the search box.
3. Under Developer settings, ensure Service Principals Can use Fabric APIs is enabled.

4. Search and apply to the newly created Group
5. Scroll down, under Admin API Setting, ensure Service Principals Can use Fabric APIs is enabled and apply to the Group
6. This configuration could take 15-25 mins

Step 5: Reload the connection in Datalogz

1. Select a PowerBI workspace

2. Reload Workspace and select all, option to expand and choose personal workspace

3. Rename Connection and Continue to Next Step.

4. Schedule the Connector Refresh rate.

5. Refresh and click to view the new connector.

For more questions, please contact Datalogz support support@datalogz.io