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Upon the first login to SQL BI Manager, a Welcome to IDERA SQL Business Intelligence Manager screen displays and guides you through some initial steps that help you:

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log in to the IDERA Dashboard, SQL BI Manager displays a Welcome Wizard that allows you to configure Email settings to receive alerts notifications and add BI service instances (SSAS, SSRS, SSIS) for monitoring.

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Click Next to start the configuration.

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To proceed with the Welcome to IDERA SQL BI Manager screen, click Next and the Alerts tab displays.

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The Alerts section allows you to configure your email settings and enter an email address for subscribing to alerts. When you subscribe to alerts, SQL BI Manager sends you alert emails for critical issues in your environment. These alerts are a result of a set of health checks performed by SQL BI Manager in your BI environment.  

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Follow these steps to configure alert

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Emails:

Step 1: 

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Configure your Email (SMTP) settings. You must go through this step first if you want to receive alerts. For more information about configuring your email settings, refer to

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 Configure email (SMTP) settings.

Step 2: 

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Select if you want to receive alert notifications and specify the email address where you

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want to receive these alerts.

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To proceed with the Alert Emails screen, click Next and the Add Instances tab displays.

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Click Next when you are done.

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In the ADD INSTANCES section, click the Add BI Service option The Add BI Service link allows you to register SQL BI Service instances to monitor them with SQL BI Manager:

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SQL BI Manager

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. For additional details

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on how to add a BI service, go to Adding Business Intelligence Services for monitoring.

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The last section (FINISH), displays

To proceed with the Add BI Service Instances (SSAS, SSRS, SSIS) screen, click Next and the Finish tab displays.

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Finally, the last section provides you with a summary of other product features available on SQL BI Manager such as:

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Alert thresholds

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: Set alert thresholds and configure email alert options in the Administration tab of SQL BI Manager.

Invite other users

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: Grant other users access to SQL BI Manager from the IDERA Dashboard's Administration tab.

You can change any of these initial the previously configured settings by clicking PREVprev.  When Click Finish when you complete this process, click FINISH, and you will be directed to the the configuration process or Cancel if you want to skip the process. SQL BI Manager console.

Click CANCEL at any point to skip these initial settings.

 

  SQL Business Intelligence Manager identifies issues within the SQL BI environment to help optimize BI service performance. Learn more > >

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opens the dashboard.


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