Security & Backup¶
Embedded Dashboards and Questions¶
Lime BI includes a powerful application embedding feature that allows you to embed your saved questions or dashboards in to the web or desktop client.
Please read the official documentation from Metabase about this.
When the client wants to show a question or a dashboard it asks the Lime CRM Server for an URL. If the user has a valid session in Lime, the server will return a link to a Metabase question or a dashboard that is valid for anybody who has the link for expiration-time-in-seconds seconds. (defaults to 120 sec but is configurable in the Runtime configuration) This is very important to be aware off since a user who doesn't have a session in Lime can still use the URL as long as it is valid.
Backup¶
All Lime BI configuration, questions, and dashboards are saved in the included PostgresSQL database. If you are hosting Lime BI yourself, you should establish a backup routine of the information in this database. If possible, we recommend doing full disk backups of the Lime CRM application server. This is the easiest way to ensure a swift recovery of both the Lime CRM Server and Lime BI. If this is not possible, or the Lime BI application database is stored outside the Lime CRM application server, a database backup can be used instead. PostgresSQL includes a backup tool, pgdump. A tutorial how to use pgdump can be found here.
To create a backup in pgAdmin:
- Right click on the lime-bi database in pgAdmin and select the option "Backup..." from the menu.
- Then select a filename and location, format should be custom and encoding UTF8 and role name "postgres".
- Press Backup to generate it.
Restore¶
To restore a database:
- Right-click on the database and select "Restore..." from the menu. Remember to go options and check "clean before restore".
- Fill in the name of the backup file.
- Select format "Custom or tar".
- Select postgres as role name.
- Finally update the information in metabase for the connected database.