NOTE: This blog is relevant to version 3.0, 3.1, 4.0 and 4.1 of Helical Insight and will not work for any other version. You can know the version from the bottom left (above file browser) or from the admin page.

This article briefs you about how you can completely white label and change the look and feel of Helical Insight as per your own requirement. Unlike other tools, we provide extensive white labeling capabilities which includes a header, footer, login page, log-out page, context menu, file browser, repository and any other functionality as well.

With Helical Insight it is even possible to have organization specific/user specific/role specific white labeling which means the solution will identify who has logged in and based on that every person can have their own completely customized Helical Insight.

Complete white labeling in Helical Insight Application. Change the look and feel of Helical Insight as per your own requirement

Below we have described the steps in details for one of the sample use case of white labeling Helical Insight application, referring this one can white label Helical Insight application according to requirement. Please Download the attachment contains the sample files.

  1. In order to replace the favicon of Helical Insight application with your own favicon, add a favicon in images folder located at hi\apache-tomcat-7\webapps\hi-ee\images.
  2. Note: In images folder favicon.ico file will be already present. Replace it with your own favicon but keep the name same as favicon.ico

  3. In order to replace the Helical Insight logo and background image (which appears on the login page), add your own company logo and background image in images folder located at hi\apache-tomcat-7\webapps\hi-ee\images . You can keep any names of these image files as per your choice.
  4. Note: Take a backup of a loginBody.jsp file located at hi\apache-tomcat-7\webapps\hi-ee\WEB-INF\jsp\login and replace it with the updated file provided inside the attachment. Now open the loginBody.jsp file in any text editor. Change the default names of image files with the name of image files which you have added inside images folder.

    Example :

    <div class="navbar-header">
    
    <a class="navbar-brand" href="#"><img style="height: 28px;" src="${baseURL}/images/logo-xyz.png"></a>
    
    </div>
    
    <div class="col-md-9 col-sm-12 col-xs-12 nopad login-placeholder">
    
    <img src="${baseURL}/images/xyz-bg.png" class="img-responsive">
    
    </div>
    

    Save the file and close it.

    See the screenshot below in order to check the default login page and login page after applying the changes.

    Default Login page :

    Login Page

    Login page after applying the changes :

    Login page after applying the changes

  5. In order to make any styles related changes create one CSS file with name as “customized-css.css”, we have provided one sample in the attachment. In this file you can define any CSS property in order to change the look and feel of the application like changing the background color, removing header and footer etc. Once the file is created deploy it inside hi\apache-tomcat-7\webapps\hi-ee\css
  6. In order to remove the left side part of Discover and it’s relevant links, as shown in the below image add the code in the file style.css
  7. .sidebar-inner{display: none !important}
    

    Remove Discover

    1. By default title appears as HI. In order to change the title across all the pages to something else take the backup and then replace the base-template.jsp file located at hi\apache-tomcat-7\webapps\hi-ee\WEB-INF\pages\templates with the sample base-template.jsp file provided along with attachment. Now open the base-template.jsp file in any text editor. Change the default name XYZ Server of title with the name of your choice.
    2. Example :

      <title>XYZ Server: <tiles:insertAttribute name="title"/></title>
      

      Save the file and close it.

    3. Take the backup and then replace the tiles-definitions.xml file located at hi\apache-tomcat-7\webapps\hi-ee\WEB-INF\classes with the sample tiles-definitions.xml file provided along with attachment. Now open this file in any text editor. Change the default XYZ Server : Login with your title.
  8. Example :

    <put-attribute name="title" value="XYZ Server: Login" type="string"/>
  9. In order to change header across all the pages take the backup of jsp file located at hi\apache-tomcat-7\webapps\hi-ee\WEB-INF\pages\sections and replace it with header.jsp provided along with the attachment. Now open this file in any text editor. Change the name of an image with your logo image which you have added inside images folder.
  10. Example :

     <a class="navbar-brand" href="${baseURL}/"><img style="height: 28px;" src="${baseURL}/images/logo-xyz.png"> <span>Enterprise <br> Edition</span></a> 
  11. Add the configuration inside jsp and loginBody.jsp for customized-css.css which you have added inside CSS folder in order to use the styles written inside customized-css.css file.
  12. Example :

    <link rel="stylesheet" href="${baseURL}/css/customized-css.css">

    Note:It is already added for the files which are provided inside attachment.

    See the screenshot below in order to check the default Admin page and Admin page after applying the changes.

    Default admin page :

    hiadmin

    hi admin page

    Admin page after applying changes :

    admin page after changes admin page after changes

  13. After applying all these changes, restart the application server.
Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered
Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered