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Dataedo Portal regular installation

This tutorial is a step-by-step guide to installing Dataedo Portal. It is intended for users who have previously used the Dataedo repository or have access to an existing SQL Server or an Azure SQL Database instance to create the repository on.

First, download the Dataedo Portal installer. Make sure no Windows updates require a restart, since this may complicate the installation process. If possible, restart your machine.

Run the installer with administrator privileges and select the Install option.

welcome

You can install Dataedo in the default location or choose the path yourself.

path

Accept the Dataedo license.

license

Next, configure access to the installed Dataedo Portal.

We'll use the Default option, which is intended for local use. You can change this setting later.

config

Alternatively, use the Advanced option if the Dataedo Portal should be accessible using a domain name or with a static IP.

config adv

No matter which option you choose, make sure to select correct encrypting protocol (https) and port. If you are installing portal for local use, generate a self-signed certificate. Otherwise, make sure to set a proper certificate later on in settings. Once this is done, click Accept.

Click Allow access button to allow the application through Windows Defender Firewall.

firewall

You can help us improve Dataedo by agreeing to automatically send crash reports. To do so, click Agree button. Otherwise, click Skip.

improve

The installer will start downloading the required packages.

installing

In the Repository step, choose the I already have an MS SQL Server/Azure SQL instance option.

repository

After downloading finishes, the application will install the packages.

open app

The installation is over. Note down the address to the application, then click Open Application button or paste the address into your browser. The next step is connecting your Dataedo Portal to a repository

open app
warning

Dataedo Portal will not work in Internet Explorer

Dataedo is an end-to-end data governance solution for mid-sized organizations.
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