This is the main guide on installing and configuring Dataedo Portal. Use links below to access detailed articles for each step of installation. If you're unsure how to continue at any point or encounter any issues, contact us.
You can get the installer for the IIS version of Dataedo Portal on our download page by choosing "Download Dataedo Portal" link.
If you're a trial user, this quick installation guide will allow you to try out Dataedo Portal on your own easily. It will work if:
- you have no SQL Server installed on your machine,
- you don't need other users to access Dataedo Portal.
If this fits your case, follow this guide. Otherwise, follow the regular installation guide below.
Step 1 - Regular installation
First, download the Dataedo Portal installer from the link you've been provided. Make sure no Windows updates are requiring a restart, since this may complicate the installation process. If possible, restart your machine.
If you already have a Dataedo repository database, or have an SQL Server or Azure SQL Database instance available, follow this guide.
If you don't have an SQL Server instance available, and want to install a free SQL Server Express instance along with Dataedo Portal, follow this guide instead.
Step 2 - Creating a new repository for Dataedo Portal
Skip this step if you already have a Dataedo server repository.
Dataedo Portal can create a repository directly from the app if you have sufficient privileges on an SQL Server instance. In this case, follow this guide.
If you have an Azure SQL Database instance, install Dataedo Desktop first, then follow this guide.
If you have an SQL Server instance but are not allowed to create new databases, follow this guide.
Step 3 - Connecting to an existing repository
If you already had a Dataedo server repository or created it according to the step above, follow this guide to connect to an existing Dataedo repository.