CogBI Server: Setup

Welcome to the “CogBI Server Setup” tutorial. This tutorial explains the initial setup of the CogBI Server that you will use to securely transmit data stored in SQL Databases to your CogBI iOS app.

CogBI Server: Users of CogBI Premium use CogBI Server to query SQL databases and send the results to the CogBI iOS app. CogBI Server is a lightweight application that runs as a background service on the Windows operating system, it’s used to manage all aspects of the CogBI platform. The following features are available through CogBI Server:

  1. Users Administration: This feature is used to create and manage the users that have access to the CogBI platform. Several levels of authorizations can be assigned and modified depending on specific user’s roles.

  2. SQL Databases Administration: This feature is used to connect CogBI to your existing SQL databases securely. SQL databases are added by inputting their corresponding connection string.

  3. SQL Queries Administration: This feature is used to define and manage the SQL queries that will provide the data that will be used in CogBI. The CogBI Server will run this queries against your SQL database and it will securely transmit the results to the CogBI iOS app so that they can be used to create data visualizations and Dashboards.

  4. Dashboard Permissions: This feature is used to manage how Dashboards are accessed and shared between users.

  5. General Settings: This feature is used to manage general settings of the CogBI server.

Installing the CogBI Server: Please click below to download the CogBI Server installation file. Once the download has completed, follow the images below to complete the setup process:

  1. Follow the on-screen prompts to install CogBI Server and its components:

    In order to install read and agree to the EULA All necessary components will be installed automatically All necessary components will be installed automatically

  2. When the installation is completed, click on the ‘Launch’ button:

    Click on the 'Launch' button after the setup is finished

  3. The first step to start running the CogBI Server is to generate a SSL certificate using the CogBI Service Monitor. CogBI requires a SSL certificate in order to secure all its connections and data transfers. Click on the ‘Generate New Cert.’ button to generate a new certificate:

    Welcome! Click on 'Generate New Cert.'

    The CogBI Server Monitor displays the status of the CogBI service and allows you to manage SSL certificates, launch the Web Administrator and other important settings.

  4. Fill out all the required fields to generate a self-signed SSL certificate:

    Fill out with your details to create the SSL certificate

  5. You will receive a warning from the operating system. Since this is a self-signed certificate you can allow its installation:

    Read the Windows message and click 'Yes' in order to continue

  6. Now that the SSL certificate has been generated and installed you can go ahead and start the CogBI Service by clicking the ‘Start’ button:

    Click on the 'Start' button to start the CogBI Service

  7. The CogBI Server is now running! By default the Host Name is set to the ‘’ IP address. You can change it by clicking on the ‘Set Host Name’ button and entering a new Host Name or IP address:

    Click on 'Set Host Name' to change default host name Enter your Host Name or IP Address

  8. The final steps in setting up the CogBI Server is to set the name of your company and to set your Administrator password. You can access the Web Administrator by typing the Host Name or IP address from a web browser or by click on the ‘Open Web Administrator’ button in the CogBI Service Monitor:

    Click on 'Open Web Administrator'

  9. When you open the Web Administrator for the first time you will be required to set both:

    Set Company Name and Administrator password

  10. You’ll now be able to Log In to the Web Administrator with your newly created Administrator password:

    Log in with the newly created password Welcome to the CogBI Web Administrator!

Your CogBI Server is all setup! Continue learning about CogBI using the sidebar or the buttons below to navigate the support section.

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