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Setup Assistant - Post Installation Procedures#

RStudio is now Posit!

Our professional products have been renamed to Posit Connect, Posit Workbench, Posit Package Manager, Posit Cloud, and Posit Academy so it’s easier for folks to understand that we support more than just R. Please review our Blog post/FAQ to answer commonly asked questions about the rebrand.

Following the initial configuration of Posit Connect, formerly RStudio Connect, using the Setup Assistant, we recommend completing the following Integration Steps and Verification Tasks below.

Integration Steps#

User Management#

We recommend this integration because:

  • By default, the first user to log into Connect is assigned administrative privileges. Additional users will default to the viewer role. For publishing privileges, users will need to be promoted to the publisher role.

Learn more about user provisioning and management in the Connect Admin Guide.

Data Sources#

Posit provides licensed and high-quality commercial ODBC drivers for many common data sources from Magnitude Simba. We absorb the cost of this license and provide it to current paying customers, at no additional charge, to be used exclusively with Posit professional products.

We recommend this integration because:

  • Posit Professional Drivers are ODBC data connectors for the most popular databases.
  • It helps you develop and deploy applications and reports that depend on databases to Connect.
  • It helps you use databases with R in a production environment.

Learn More about installing and configuring these drivers.

Verification Tasks#

Test Email#

You can view your current email settings from the Connect dashboard in the Admin > Settings panel.

To send a test email from this page to confirm that the email features will work properly:

  • From the Menu bar, click Admin.
  • Click Mail Settings.
  • Click Send Test Email.
  • Wait a few moments and then verify that the test email was successfully delivered.

Test Publishing#

Important

This initial trial is a critical step to ensure Connect is ready for use.

There are two options to verify if your Connect server is ready for publishing:

Option 1: If you are an administrator and your environment has access to GitHub, you may deploy example content without writing any code. Visit https://github.com/rstudio/connect-examples and follow the instuctions.

Option 2: If your environment is offline, you need to work with a publisher. Ask a publisher to :

  • Log into Connect. Once logged in, they will see the Publish button on the main content page.

  • Click the Publish button.

  • Follow the instructions to publish a piece of their own content or one of the included samples.

    Info

    If your publisher needs additional information for publishing a piece of content, please refer to our How To Guides.

Run a Server Status Report#

A Server Status Report tool is accessible to Administrators in the Connect dashboard under the Admin tab. This tool performs tests of the running Connect server and its process execution environments.

  • Click the Run New Report button.
  • If there are multiple active hosts registered, you can choose one or run a status report on all of them.
  • Once all the checks have completed, review your report(s) by selecting from the report table.

A warning or failure in the Server Status Report does not mean your Connect installation is dysfunctional. Depending on your configuration settings, some status checks may fail by design. This report is an educational tool to be used for troubleshooting basic issues and is helpful to run before reaching out to RStudio Support.

Screenshot of a sample (partial) Server Status Report summary.

Server Status Reports can be configured to run periodically, refer to the Admin Guide for instructions.