The Administration section covers all configuration and management topics for Rapid BI Catalog. These pages are typically configured once and revisited when something changes.
Recommended Admin Checklist
- Confirm license is applied and current — License Management
- Create roles and users; validate non-admin permissions — User Management
- (Optional) Configure SSO for your organization — SSO Configuration
- Configure database storage and verify writes — Database Configuration
- Configure Tableau Server connection — BI Server Configuration
- Set global defaults (directories, time zone) — Settings
- Run one manual documentation job, then schedule a small recurring job
- Verify Logs show expected execution history — Logs
Administration Topics
License Management
View license status, file usage against limits, full permissions breakdown, and perform online or offline renewal and release.
User Roles & Access Control
Understand the three roles (Admin, Power User, Read-Only User) and the full feature access matrix.
User Management
Create, edit, and delete local and SSO user accounts. Manage job ownership between users.
SSO Configuration
Connect Rapid BI Catalog to an OIDC or SAML 2.0 identity provider with role mapping and just-in-time provisioning.
Multi-Factor Authentication
Add a TOTP second factor to local sign-ins, require it organisation-wide, and reset a user's MFA.
Security & Sessions
Review the session, lockout, and password policies that protect accounts.
Password Reset
Reset an Admin password via another Admin or the CLI recovery command.
Transfer Scheduled Jobs
Bulk-reassign all scheduled jobs from one user to another when team responsibilities change.
Database Configuration
Configure where extracted metadata is stored. This powers Metadata Insights, Lineage, and Impact Analysis.
BI Server Configuration
Configure secure connectivity to Tableau Server or Tableau Cloud so Rapid BI Catalog can read production content consistently.
Settings
Application-wide defaults: Default processing and output directories, time zone for scheduled jobs, and date format.
Backup & Disaster Recovery
What to back up and how to restore Rapid BI Catalog on the same or a new server.