Running Xtraction

If all of the post-installation steps are completed, you’re now ready to run the Xtraction web client.

Open a web browser (Chrome is recommended) and enter the Xtraction application URL. Typically, the default URL is: http://[SERVER]/Xtraction/ (where [SERVER] is the name of the server where Xtraction is installed).

For Windows authentication: If you're already authenticated to the domain, you shouldn't have to re-enter your credentials. If prompted, enter your Windows user ID and password.

For Local authentication: You must initially enter the defaults of admin for username and password for password. Note that local authentication enables you to always have access to an analyst license to perform administrative functions even if all available Xtraction licenses are in use by others.

With either authentication method, the first user to log in will have administrator and enterprise designer privileges.

When logging out, it's best to use the Logout option at the bottom of the page to release your license for others to use. Logging out by closing your web browser isn't recommended, since your license may not be immediately released.

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 adminstrator account. To do so, click the Profile > Change Password link at the bottom of the page. For Local authentication, usernames are not case sensitive but passwords are.

Set up user groups and create public folders: Define collections of users with a common need for access to the same Xtraction resources. Groups enable you to efficiently manage access to the folders of dashboards, documents, and filters.

You'll also want to create an initial set of public folders for users with the roles of designer and enterprise designer so that they can organize dashboards in a structured way. How the dashboards are organized may vary from installation to installation.

Define data policies: Impose restrictions on user access to data by defining data policies.

Define variables: Filter the dashboard or document content that users can view. Variables are based on a value in a user's profile, rather than a fixed value, enabling you to design content that's reusable for multiple users.

Set up user accounts: If the Auto Create Users option was enabled during installation, an account is automatically created the first time a user accesses Xtraction. However, you may want to create user accounts ahead of time so that the user roles are already assigned.

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