Here are a few things you’ll need to know and have before getting started.
TL;DR – You’ll need a Windows Server and the DashboardFox installation files.
Resources
You’ll need administrator access to a Windows Server (at least 2016 or higher). While you can install for test and trial purposes on a Windows desktop, DashboardFox is designed as a server/client application, so we highly recommend a server. Even if you are doing a trial, ideally all the work you do in the trial per this guide will just carry forward directly into your production environment.
Important Note: DashboardFox doesn’t have to have a dedicated server. For light use cases, DashboardFox can co-exist on an existing server well, especially if that server has enough performance specs.
Windows Server Specs
- Min of 8GB of memory (higher the better, especially for larger use cases)
- At least 2 modern CPUs (4 vCPUs gives DashboardFox a lot of extra speed) – Yurbi prefers a CPU with a higher clock speed (2.7GHz or higher) than one with lots of cores and lower clock speed. So if you are using a cloud server on AWS or Azure, we recommend the Computer-Optimized versions as they have the best CPUs (c5d.xlarge is a great option on AWS, F4s_v2 is great on Azure)
- At least 1GB of free drive space – DashboardFox doesn’t take up a lot of space by itself but for general speed and optimization of a Windows Server we do recommend a hard drive with a high IOPS and while an SSD drive is not required, it is a nice thing to have.
- It is required to install Chrome browser on the server in order to send scheduled dashboards, kpis, and charts to email via the scheduler.
During the installation, you’ll be asked to set the installation drive and folder. By default that will point to C:\program files (x86)\dashboardfox. If you have an IT standard to install all applications on a specific drive and folder structure, know that information going in. Worst case, our support team can always help you move Yurbi, but it’s always best to have a plan.
Yurbi Installation Executables
You should have 2 files (or the link to 2 files) to download to the Windows Server. One is the main installer and the other is the most recent patches and hotfixes, what we refer to as the update file. You would have received these from our website when you registered for a trial or via our customer support team.
That’s it, let’s go!