Connecting to instances

Once you have authenticated as an administrator, go to the Dataflow view and click on instance management.

Then click on the top right button to create a new instance.

You will be shown a form that must be filled out completely for the instance to function properly.

  • Identification: Name for the instance.

  • Default instance: Generates an instance used by all users who are not assigned one specific instance.

You have more information on how to select a default instance in the following link:

Changing default instance

  • User type analytics: Assign an instance to a specific user.

You have more information on how to assign an instance in the following link:

Assign instance to user

  • URL to the Dataflow instance: Instance access point.

  • Instance credentials:

    • Admin: Mapped for use of the onesait administrator role.

    • Manager: Mapped for use of the onesait analytics role.

    • Guest: Mapped for users with read permissions.

You have more information about user permissions in the following link.

On User permissions

 

Click on the lower right button to finish and the instance will be ready to use.

 

You can read how the instances work in the following link:

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