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Setup Assistant - Post Installation Procedures#

Following the initial configuration of 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 RStudio 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 RStudio Connect Admin Guide.


Data Sources#

RStudio 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 RStudio professional products.

We recommend this integration because:

  • RStudio 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 RStudio 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 RStudio 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 RStudio 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 RStudio 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.