BI Administrator Getting Started Guide

Overview

This learning path is designed for administrators and maintainers of an enterprise BI platform. It covers core operations and governance tasks after deployment, including identity and permission management, data security, monitoring, third-party integration, and day-to-day operations troubleshooting.

Learning Path

Learning Stage	Topic	Focus	Goal	Help Documents
Getting Started	System Fundamentals	Core concepts and architecture	Understand Guandata BI architecture, key modules, and administrator responsibilities	Guandata BI Concept Table, Product Introduction, Admin Center Overview
Getting Started	System Fundamentals	User and organization management	Manage the full user lifecycle, including creation, grouping, role assignment, disablement, and deletion	Users, User Groups, Roles
Getting Started	System Fundamentals	Unified authentication and secure sign-in	Configure SSO, manage multiple login methods, and set account security policies	SSO Integration, General Settings, Account Security Policies
Getting Started	System Fundamentals	Enterprise branding and portal configuration	Customize branding, navigation, and default home pages	Enterprise Branding, Simple Portal
Getting Started	Security and Permission Governance	Resource permission model	Understand the user-role-resource model and control access to pages, dashboards, and datasets	Resource Management Overview, Analysis Pages, Resource Permission Management, User Permission Management, Role Permissions
Getting Started	Security and Permission Governance	Global Parameters and tree fields	Configure Global Parameters and tree fields for centralized reuse	Global Parameters, Tree Field Management
Getting Started	Security and Permission Governance	Data security and compliance	Implement watermarking, masking, and related controls	Security Settings
Getting Started	Daily Operations and Monitoring	Task and resource monitoring	Monitor ETL, datasets, and server resource usage	Task Management, Resource Monitoring
Getting Started	Daily Operations and Monitoring	Audit and logs	Use audit logs and O&M logs for security review and troubleshooting	Audit Logs, O&M Logs
Getting Started	Daily Operations and Monitoring	Alerting	Configure system alerts for failures and resource anomalies	Notification Alerts
Advanced	Integration, Deployment, and Advanced Configuration	Third-party integrations	Integrate with DingTalk, WeCom, Feishu, and similar systems	Open and Integration Capabilities
Advanced	Integration, Deployment, and Advanced Configuration	Environment migration	Migrate BI resources across environments	Resource Migration
Advanced	Integration, Deployment, and Advanced Configuration	Multilingual support	Configure multilingual settings	Multilingual Configuration
Advanced	Integration, Deployment, and Advanced Configuration	Intelligent O&M and inspection	Use intelligent cloud inspection for proactive governance	Smart Cloud Inspection
Advanced	Integration, Deployment, and Advanced Configuration	Integrated O&M platform	Manage Guandata BI efficiently with GuanOps	GuanOps O&M Service Platform
Advanced	Integration, Deployment, and Advanced Configuration	Plugin management	Manage custom plugins	Plugin Management
Advanced	Integration, Deployment, and Advanced Configuration	Common troubleshooting	Diagnose and resolve common issues	FAQ