Running Xtraction

If all of the post-installation steps are completed, you’re now ready to run Xtraction by pointing a web browser at http://[SERVER]/xtraction/ (replacing [SERVER] with the name of the server you installed the application on). Chrome is the recommended browser.

The initial user in Xtraction has administrator and enterprise designer rights. The initial user account that’s created is based on the Application Logon Type selected during setup:

Windows Integrated: The first person to access Xtraction will have an account created automatically.

Local Database: An account with the default username of admin and password of password.

Initial administrative tasks

There are certain administrative tasks you need to complete after running Xtraction for the first time:

Change the admin credentials: If Xtraction was configured to use Local authentication, you should immediately change the default credentials for the admin account. To do so, click the Profile > Change Password link at the bottom of the Xtraction web-based interface.

Create users: Create accounts for the initial users of Xtraction. If you selected the Auto Create Users option during installation, an account will be created the first time a user accesses Xtraction; however, you can create these accounts ahead of time so that the user roles are already assigned.

Create filters: Use the Filter Builder tool to run a discovery on your data sources that creates filters for the top 10 values most used during the previous 30 days. Access this tool via the Administration > Filter Builder link at the bottom of the Xtraction web-based interface. After the discovery has been run, you'll have filters for key values. It’s a good idea to review these initial filters to determine if any are missing, at which point you can add them.

Create public folders: It’s helpful for designers and enterprise designers if an initial set of public folders exists for organizing dashboards. How the dashboards are organized will vary from one installation to another. One example is to have top-level folders for each organizational unit with subfolders for different types of dashboards, such as Daily, Weekly, Monthly, and Annual.

For details about completing any of these administrative tasks, see the Administrator Guide. For details about using the product, see the User Guide.