Guides → Configure Tenants

You can manage your tenant(s) through the Cluster Management Console (CMC) by configuring various settings, such as a minimum password length, default language, maximum cached memory, and other settings. Here are the steps to configure your tenant(s):

  • Sign in to the CMC.
  • Select Clusters > Cluster-name > Tenants.
  • Configure your tenants as follows:

    • To set an individual tenant configuration, for a tenant row, select Configure.
    • To set your default tenant(s) configurations, select Cluster Configurations > Default Tenant Configurations.

The following tenant configurations are available in the CMC:

Important

To avoid losing data after configuring your settings on a page, select Save before navigating to another page.

Security

The security configurations include the authentication types and other important settings within Incorta Analytics, such as enabling Super User mode, cross-origin access, and support for password-protected Excel files.

The following table illustrates the security configuration properties:

Configuration Property Control Requires Restart Description
Enable Inviting users toggle No Enable this property to invite users by email. The SuperUser tenant admins and users with a SuperRole access right can invite external users to join their tenants.

Note the following:
  • The SuperUser tenant admin must properly set the Email configurations for the respective tenant.
  • The inviter must be assigned to at least one group.
  • This property is enabled by default for trial users and disabled for customers.
For more information, refer to Security Manager → Manage Invitations.
Authencitication Type drop down list No Select your authentication type from the drop down list. The supported types are:
Allow Different Authentication Type for External Tools toggle Yes, all services Enable this property to authorize a different authentication type for external tools, and then select the authentication type from the External Tools Authentication Type drop down list. The supported types are:
  • Incorta Authentication
  • LDAP
  • Azure AD
Enable Super User Mode toggle No Enable this property to enable non-Admin users with a Super User role to access all content within a tenant. Disable this property to restrict content access for all non-Admin users and provide access to shared content only.
Enable Support for Password-Protected Excel Files toggle No Enable this property to support the upload of password-protected Excel files using the Data Manager.

Prerequisite: you must install Java Cryptography Extension (JCE) to use this feature.

Here are the steps to install JCE:
  • Download and extract JCE from http://www.oracle.com/technetwork/java/javase/downloads/jce8-download-2133166.html
  • Copy the JCE jars (local\_policy.jar and US\_export\_policy.jar) into $JAVA\_HOME/jre/lib/security Restart Incorta CMC.
  • Enable Cross-Origin Access toggle Yes, Analytics Service only Enable external websites to host Incorta dashboard(s) in an iFrame.
    Enabling this property mandates that Incorta is accessed through an SSL connection (HTTPS).

    Incorta Authentication

    The following table illustrates the configuration properties of the Incorta authentication:

    Configuration Property Control Requires Restart Description
    Authentication Type drop down list No Select Incorta Authentication to sign in to Incorta using the Incorta Analytics username and password. You can also configure password rules and other security-related options.
    Minimum Password Length spin box No Enter the minimum number of characters for a password. The Default is 5 characters.
    Password Cannot Include Username toggle No Enable this property to restrict use of a username in passwords.
    Require Lower Case Letters toggle No Enable this property to require lower-case letters in passwords.
    Require Upper Case Letters toggle No Enable this property to require upper-case letters in passwords.
    Require Digits toggle No Enable this property to require numbers in passwords
    Require Special Characters toggle No Enable this property to require special characters in passwords.

    Single Sign-On

    The following table illustrates the configuration properties of the Single Sign-On (SSO) authentication:

    Configuration Property Control Requires Restart Description
    Authentication Type drop down list Yes, if there are changes in the ‘server.xml’ file Select SSO to sign in to Incorta using a standard SSO tool. This requires enabling Allow Different Authentication Type for External Tools.
    For more information, refer to Guides → Configure SSO.
    Provider type drop down list No Select your provider type. The options are:
  • SAML2
  • Okta
  • Auth0
  • Custom (requires entering the name of the custom provider for a specific customer)
  • Provider configurations text box No Enter the properties or XML configurations for your selected provider.
    Auto provision SSO users toggle No Enable this property to automatically add all SSO users to Incorta after successful authentication.
    Auto provisioned SSO users default group drop down list No Select the newly provisioned SSO users to be assigned to this group.

    Lightweight Directory Access Protocol

    The following table illustrates the configuration properties of the Lightweight Directory Access Protocol (LDAP) authentication:

    Configuration Property Control Requires Restart Description
    Authentication Type drop down list No Select LDAP to sign in to Incorta using the LDAP system user and password.
    Base Provider URL text box Yes, all services Enter a URL to access the LDAP server in the following format: ldap://<LDAP_SERVER_HOST>:<LDAP_SERVER_PORT>
    Base Distinguished Name text box Yes, all services Enter a name attribute to describe the location where the LDAP search should begin.
    System User text box Yes, all services Enter the LDAP System User attribute. If searching your LDAP server does not require authentication, do not set this property.
    System User Password text box Yes, all services Enter the password for the LDAP System User.
    User Mapping Login text box Yes, all services Enter the attribute in LDAP that can be used to sign in to Incorta Analytics. This is the name of the column that contains a unique identifier for users in LDAP, such as an email or ID.
    User Mapping Authentication text box Yes, all services Optionally, enter an attribute to authenticate users.
    If no attribute is entered, the value entered for User Mapping Login will be used to authenticate users.

    Azure Active Directory

    The following table illustrates the configuration properties of the Azure Active Directory (AD) authentication:

    Configuration Property Control Requires Restart Description
    Authentication Type drop down list No Select Azure AD to sign in to Incorta using the Client ID and Client Secret.

    For more information on how to obtain the Azure AD Client ID and Client Secret, refer to Quickstart: Register an app in the Microsoft identity platform.
    Client ID text box No Enter the Application (Client) ID for the App registration defined on the Azure AD.
    Client Secret text box No Enter the Client Secret value (application password) that is defined for the Client ID on the Azure AD.

    Regional Settings

    The following table illustrates the configuration properties of the regional settings:

    Configuration Property Control Requires Restart Description
    Language drop down list No Select the default language for your tenant using the ISO two-letter codes. For example, fr stands for the French language.
    Country drop down list No Select the default country for your tenant.
    Text Direction drop down list No Select the text direction for your tenant:
    • Left to right
    • Right to left

    Email

    The following table illustrates the configuration properties of the tenant email:

    Configuration Property Control Requires Restart Description
    SMTP Host text box No Enter the server used to send emails. For example, smtp.gmail.com.
    Enable SMTP SSL toggle No Enable this property to establish a port for Simple Mail Transfer Protocol Secure (SMTP) to operate using SSL.
    Socket Factory Port spin box No Enter the port number used for connection when using an SMTP Socket Factory.
    Email Host Requires Authentication toggle No Enable this property if the email host, such as Gmail, requires authentication before sending an email.
    SMTP Server Port spin box No Enter the port number to use for connecting to the email server.
    Email Server Protocol drop down list No Select an email protocol:
    • smtp
    • ews
    Export Server Timeout in Seconds spin box No Enter the required server timeout in seconds when sending an HTML dashboard.
    If a dashboard is not sent due to a server timeout, you can increase this value to resolve the issue.
    Sender’s Username Auth toggle No Enable this property to use a username for the SMTP authentication instead of the sender’s email.
    System Email Username text box No Enter the SMTP username.
    This property is available when Sender’s Username Auth is enabled.
    System Email Address text box No Enter the email address to use for sending dashboards or notifications.
    Person Name text box No Enter the name to display as the email sender.
    System Email Password text box No Optionally, enter the password for the email address used for sending dashboards or notifications.
    Leave this field blank if the email server does not require a password for the sender’s email.
    Forgot Password Email Subject text box No Enter the text to display in the subject line of password recovery emails.
    Server URL Protocol drop down list No Select the server url protocol:
    • http
    • https
    Server Name text box No Enter the current server name, for example, localhost.
    Server Port spin box No Enter the current server port, for example, 8080.
    Enable Notifications toggle No Enable this property to send email notifications when sharing dashboards.
    Notification Email Subject text box No Enter the subject line of a sharing notification email.
    Enable Internal Error Notifications toggle No Enable this property to be notified of the internal error(s) by email.
    Internal Error Notification Subject text box No Enter the subject line of the internal error notification emails.

    Data Loading

    The following table illustrates the configuration properties related to data loading:

    Configuration Property Control Requires Restart Description
    Enable Always Compact toggle No Enable this property to trigger automatic compaction during schema load.

    Note the following:
    • To compact a preloaded schema, either restart the server, or reload the schema (full or incremental).
    • This property must be enabled if SQLi is enabled.
    Stop Loading on First Error toggle No Enable this property to stop a schema extraction or loading on the first encountered error.
    Pause Scheduled Jobs toggle No Enable this property to pause all the active schedule jobs including schema loads, dashboards, and data alerts.

    Integration

    The following table illustrates the integration configuration properties:

    Configuration Property Control Requires Restart Description
    Google Maps API Key text box No Enter the API key for Google Maps.
    Apple Maps Developer Team ID text box No Enter the Developer team ID to use for enabling Apple Maps in Incorta’s maps visualizations.
    Apple MapKit JS Key ID text box No Enter the Apple MapKit JS key to use for enabling Apple Maps in Incorta’s maps visualizations.
    Apple Maps API Key text box No Enter the Apple Maps API key to use for enabling Apple Maps in Incorta’s maps visualizations.
    Google Drive Client ID text box Yes, all services Enter the Google Drive Client ID used by the Google Drive connector.
    Google Drive Client Secret text box Yes, all services Enter the Google Drive Client Secret used by the Google Drive connector.
    Dropbox App Key text box Yes, all services Enter the Dropbox App Key used by the Dropbox connector.
    Dropbox App Secret text box Yes, all services Enter the Dropbox App Secret used by the Dropbox connector.
    Box Client ID text box Yes, all services Enter the Box Client ID obtained from the Box application.
    Box Client Secret text box Yes, all services Enter the Box Client Secret obtained from the Box application.
    Mapbox API Key text box No Enter the Mapbox API Key of the Advanced Mapbox.

    Export

    The following table illustrates the configuration properties related to exporting Insights:

    Configuration Property Control Requires Restart Description
    Export All Data toggle No Enable this property to export or download all data from Listing or Aggregated tables.
    Export All Data (Pivot Tables) toggle No Enable this property to export or download all data from Pivot tables.
    Download Rows Limit spin box Yes Enter the maximum number of rows to download or export a table Insight.
    Add BOM to CSV toggle No Enable this property to add a Byte Order Mark (BOM) to CSV files.
    This property must be enabled to export Unicode-encoded files.
    Include Prompt Selections in Excel Export toggle No Enable this property to add the applied prompt filters to the first line in an exported or downloaded Excel file.
    Export Folder upload No Select + Add Folder to enter the destination folder’s name and path on the Incorta host server to use for sending or scheduling a dashboard.

    Advanced

    The following table illustrates the advanced configuration properties related to materialized views (MVs) and the maximum groups default and limit in insights.

    Configuration Property Control Requires Restart Description
    Enable Hive Context in MVs toggle No Enable this property to support Hive context in MVs.
    Python Path text box No Enter the Python binary executable to use for Python MVs in the driver and executors.
    Insight Max Groups UI Default spin box No Enter the default maximum number of groups that cannot be exceeded in an insight.

    You can also configure this property for an insight in the Settings panel of the Analyzer. The value in the insight overrides the value configured in the CMC.
    Insight Max Groups Limit spin box No Enter the limit for the maximum number of groups that cannot be exceeded in an insight.

    Entering the values 0 or -1 will set the number of groups to unlimited. This value cannot be overridden.
    Insight Max Values in Filter Subquery spin box No Enter the maximum values for an insight in the filter subquery.
    Force Reload Columns toggle Yes, Analytics Service only Enable this property to automatically reload the data in memory after a schema load. For example, after an incremental update.

    If disabled, data will only be reloaded when accessing a dashboard that queries such data, which may impact the performance and cause a delayed response.
    Sync in Background toggle Yes, Analytics Service only Enable this property to synchronize your data in the background during a schema load by reading columns in separate memory on the Analytics service.
    Warmup Mode on Analytics Services drop down list No Select an option to load and warmup specific columns first on the Analytics service. This decreases the time to load dashboard queries. The options are:
    • None - works best for small deployments with ad-hoc queries.
    • Last Used Columns - load the previous state prior to shut down in the analytics service.
    • Business View Columns - load all columns referenced in business schema views on the Analytics service only.
    • Most Used Dashboards Columns - load the most used dashboards columns first.
    • All - works best for supporting ad-hoc queries, in case no business schemas are in place, and the time between the Analytics service startup and dashboard usage is significant.
    Warmup Mode on Loader Services drop down list No Select an option to load and warmup specific columns first on the Loader service. The options are:
    • None - works best for small deployments with ad-hoc queries.
    • Last Used Columns - load the previous state prior to shut down in the Loader service.
    • All - works best for supporting ad-hoc queries.
    Turn off/on Global Auto Refresh for Insights toggle No Enable this property to turn on Auto Refresh by default for all insights.

    You can turn off Auto Refresh to allow the Analyzer Users to turn on Auto Refresh for individual insights.

    Tuning

    The following table illustrates the tuning configuration properties:

    Configuration Property Control Requires Restart Description
    Schema Pool Size drop down list Yes, Loader Service only Select the number of schemas (up to 10) that can be loaded at a time per tenant. The default value is 5.
    Table Maximum Parallel Chunks drop down list Yes Select the number of concurrent chunks (between -1 and 10) that you can extract from the source at the same time.
    Maximum Cached Entries spin box Yes, Analytics Service only Enter the maximum number of insights or MVs to store in the cache. The default value is 2000. Caching an insight larger than 10MB may affect performance.

    Incorta uses both the Maximum Cached Entries and the Maximum Cached Memory (%) properties to determine the cache size, and then uses the lower of the two limits.

    For example, if you set off-heap memory to 100GB, and Maximum Cached Memory (%) to 1%, the cache size will be 1GB. Therefore, if you set Maximum Cached Entries to 2000 and you reach 1GB with fewer reports, Incorta will stop caching reports at 1GB.
    Maximum Cached Memory (%) spin box Yes, Analytics Service only Enter a percentage between 0% and 10% of the total off-heap memory to use as the maximum memory size for cached reports. The default is 5% of the off-heap memory.
    Evaluate Session Variables At Login toggle Yes Enable this property to evaluate all session variables on a separate thread at session login. This allows you to evaluate several session variables used in different insights on a single dashboard.

    Incorta Labs

    Note

    An Incorta Labs feature is experimental and can be either promoted to a product feature or deprecated without notice.

    The following table illustrates the configuration properties of Incorta Labs:

    Configuration Property Control Requires Restart Description
    Start Engine on a background thread toggle No Enable this property to start the engine on a background thread.
    Enable saving query plan toggle No Enable this property to keep the join paths of your insights fixed.

    If a change in a data model causes an invalid join path, the affected insights will remain the same unless their owners approve to update them.
    Incorta-Assist toggle No Enable this property to have a bot assist you by suggesting and creating joins in a matter of minutes.
    Enable Insight ‘View As’ Menu toggle No Enable this property to show the View As menu in all the Dashboard Insight action menus.
    Enable Incorta SQL Table toggle No Enable this property to create an Incorta SQL Table.

    The Incorta SQL Table will use a new SQL Engine that supports all types of joins and provides better SQL coverage. The new SQL engine will query from data loaded in the memory.
    Machine Learning support toggle No Enable this property to have machine learning support.
    Enable Visualizations SDK toggle No Enable this property to use external visualizations from the marketplace.

    For more information, refer to Incorta Component SDK.
    Enable creation of SQL Views toggle No Enable this property to create Incorta SQL View using SQL.

    SQL in the Incorta SQL View uses a new SQL Engine that supports all types of joins and provides better SQL coverage. Dashboards can use SQL View to query and analyze data. The output of SQL View is generated during run time.
    Enable internal join cache for Nessy toggle No Enable this property to internally join the cache for Nessy. This will improve the SQL performance of SQL View.
    Auto Detect Column Type toggle No Disable this property to turn off auto-detection and columns update in a schema table with two or more data sources.
    Maximum number of versions per entity spin box No Enter the maximum number of versions to maintain for each entity, such as a schema or dashboard. The default value is 50.
    Backup frequency drop down list No Select the cadence to create versions for each entity. This can range from a record of each change to a weekly backup. The options are:
    • Keep all versions
    • 5, 10, 15, or 30 minutes
    • 1, 2, 4, 6, or 12 hours
    • 1 Day
    • 1 Week
    Notebook Integration toggle No Enable this property to integrate the notebook.
    Notebook is not currently supported on Windows environments.
    Enable Dynamic Allocation in Notebook toggle No Enable this property to use dynamic allocation by default in all notebooks.

    Disabling this property will cause notebook sessions to allocate the full resource of the materialized views in their interactive session. Thus, it is recommended to enable this property to avoid consuming Spark cluster resources by the notebook sessions.

    External Visualization Tools

    The following table illustrates the configuration properties related to the external visualization business tools:

    Configuration Property Control Requires Restart Description
    Default Schemas text box No Enter the list of default schemas, separated by commas, to be processed in order when a non-fully qualified table is encountered in an SQL query from an external BI tool.
    Incorta Host text box No Enter the IP address of the Incorta Server (or Proxy or Load Balancer, if applicable) to use for connecting the external BI tools to Incorta.
    Incorta Port spin box No Enter the port number of the Incorta Server (or Proxy or Load Balancer, if applicable) to use for connecting the external BI tools to Incorta.
    Excel Addin toggle No Enable this property to see instructions on how to connect Excel as an external BI tool to Incorta.
    MicroStrategy toggle No Enable this property to see instructions on how to connect MicroStrategy as an external BI tool to Incorta.
    Tableau toggle No Enable this property to see instructions on how to connect Tableau as an external BI tool to Incorta.
    PowerBI toggle No Enable this property to see instructions on how to connect PowerBI as an external BI tool to Incorta.