With the server running, login as the system administrator in the panel on the right-hand side of the Start page. The default login for the administrator is username: admin and password: admin. Once you have logged in, the Start page will show up.

Admin logged into Start Page

To launch the Admin Console, click the Admin Console button in the upper right-hand side of the Start page.

Admin Console

The Admin Console opens to the User List tab. By default the administrator is the only defined user. To add a new user to the system, click the Add User button. This will open a new window, allowing you to add information for the user.

Add User Dialog

Enter details for this new user, making sure to assign Designer as the primary role. Please note that if you assign Viewer as the primary role, you will not have access to the core design/development tools, like Chart Designer, Quick Designer, and Organizer. For more information about creating users, please visit Section 1.4.1.1 - User List.

After you have finished, click Ok. The dialog will close and the new user will be added to the user list in the Admin Console.

Now that you have entered the new user, return to Start page by clicking the Home icon in the upper left-hand side of the Admin Console.

With admin still logged in, let's do one more thing that will facilitate some of the exercises later. Click Organizer in the panel on the left. Then click the Manage Data Registries button . You will see a dialog box popped up. Highlight Sample.xml and click on the Privilege button on the lower right of the dialog box.

Data Registry List

A new dialog (Set Data Registry Permission) will show up. Click on Add. Then click on the User tab in yet another dialog. Highlight the user name that you just added and click Add.

Add Data Registry Privilege

Then check the Write and Read check boxes in the Set Data Registry Permission dialog. Click the Done button to close the dialog.

Data Registry Read Write Privilege

Close the Organizer or click the Home link. You should now be at the Start Page.

Q.2.2.1. Login as User

In the Start page, click the Logout button. This will log the administrator out of the system.

Now log in again using the user that you created in Section Q.2.1 - Create a User. After you login, notice that the administration functions are not available. To run Organizer, click Organizer in the panel on the left.

User logged to Start Page

Q.2.2.2. Add a Project

Reports and charts in the Organizer are grouped into projects and folders. Here, we are going to create a new project in which we will add the reports and charts used in later sections of this guide. To add a new project, click the New Project button on the toolbar. A new node will be added with the name new project or new project (2) if a node of that name already exists.

To edit the new project, right click on the new node and select Edit from the pop-up menu. This will bring up a dialog allowing you to re-name the project as well as to specify a description.

Edit Project Dialog

Specify a new name and description for the project and click Ok. The changes will be applied. When you select the project in Organizer, you will see the description in the lower right-hand frame.

Q.2.2.3. Inserting a File

If you do not have the Organizer open, open it. Then select your project in the left-hand side. Next, click the Insert File button on the toolbar. a new dialog allowing you to select a file to insert into the Organizer.

Insert File Dialog

In the dialog, click the Browse button, and navigate to help/quickstart/templates/ and select QuickStart42.tpl. The display name and corresponding URL should be automatically filled. Click Ok to add the chart. The dialog will close and you will see an entry in the Organizer for the newly added chart.