Getting Started

Go from account set-up to viewing your first Bezl

 
 
 

Set-up Your Online Account

Let's begin by getting your online account set-up and activated.  Just follow these two easy steps!

 
 

Register For An Account

Register for a new account on Bezlio by going to https://portal.bezl.io and clicking the ‘Create a new account' link.

 

Activate Your Account

Upon completion of the registration process, you will receive an e-mail confirming your account with an activation link.  Click that link to finalize the registration process.  You will be automatically logged into Bezlio upon clicking this link.


 

Set-up Your Data Connection

Fantastic!  Now that your Bezlio account is set-up, the next step is to connect your account to your data sources inside of your firewall.

 
 

Step 1: Set Up Your Data Connections

Within Bezlio, click on the ‘Data’ link in the left-hand navigation bar.  This will load the ‘Data Connections’ panel.

From within here,  click the ‘Add Connection’ button.

 
 

Step 2: Obtain Connection ID and Connection Token

On the next screen, fill in the ‘Connection Name’ field with a name that would be meaningful to represent the network you intend to connect to. 

Typically we suggest just making this your company name with no spaces. 

Also on this screen click the radio button for ‘Bezlio Remote Data Broker’ and then press the ‘Add Connection’ button. 

After a few moments you will be returned to the ‘Data Connections’ panel. 

Note the ‘Connection ID’ and ‘Connection Token’.

 

Step 3: Download Bezlio Remote Data Broker (BRDB)

Next, click the button labeled ‘Download BRDB’ and save the resulting file to a location on your network accessible to where you would like to load Bezlio Remote Data Broker.

 

Step 4: Install Bezlio Remote Data Broker (BRDB)

From the server where you would like to install Bezlio Remote Data Broker (BRDB), execute the installer downloaded from the previous step and accept all of the defaults. 

You may wish to uncheck the plugins you don’t intend to use during this process or those can be disabled at a later time.

NOTE:  The only dependency to be aware of is that BRDB needs to have .NET Framework version 4.6.1 installed.

 

Step 5: Start the BRDB Service

Upon completion of the installation, navigate to the ‘Services’ control panel (on modern versions of Windows, click the Start button, type ‘Settings’, and click on the icon that results), right-click on the service ‘Bezlio Remote Data Broker’, and press ‘Start’.

 

Step 6: Configure BRDB

Now open a web browser (Google Chrome recommended) and navigate to http://localhost:3600

When the page loads, click the ‘Maintain’ drop-down and then select ‘Trusted Connections’.

On the ‘Trusted Connections’ screen, press the ‘Add Trusted Connection’ button. 

On this dialog, fill in the ‘Connection ID’ and ‘Connection Token’ as noted on step 4 and click ‘Save Trusted Connection’.

 

Step 7: Install Plugins

Next you will want to configure the plugins you wish to use with Bezlio.  These plugins are configured via the .config files located in the Plugins subfolder of the installation folder. 

For the latest documentation on how to properly configure these plugins go to https://github.com/bezlio/bezlio-plugins.

 

 

Set-up Your First Bezl

Now you should be ready to start using Bezlio.  At this point we suggest starting with a simple grid demo Bezl to confirm connectivity.

So...let's get started!

 
 

Within http://portal.bezl.io, click the gears icon below your name in the left-hand navigation menu.

 

Press the ‘Create Bezl’ tab.

 

Click the ‘Grid (Simple)’ icon and then click the ‘Select’ button to the right.

 

Provide a name for the Bezl, select ‘Bezlio Remote Data Broker’ for the provider, pick your connection, pick your plugin, method, and populate the rest of the fields according to the documentation for the given plugin.

 

Press the ‘Select’ button.  At this point the underlying plugin is going to run and, if configured properly, return back a list of the columns available for selection in the grid.

 

Press the ‘Save’ button.

 

Next, you will want to add this Bezl to a panel.  Here we will assume here you wish to place it on the ‘Home’ panel.

Click on ‘Home’ in the left-hand navigation menu and when the panel is loaded click the arrow to the right of the word ‘Home’ and select ‘Create View’.

 

Provide a name for the view (this will be what shows as the name for this Bezl you are placing on the screen) and press ‘Create View’.

 
 

You will now be returned back to the ‘Home’ panel but it will now have a new view added. 

Within this view click the ‘Select Bezl’ button and from the ‘My Bezls’ list pick the one that you just created and then click the ‘Select Bezl’ button to the right. 

You will now be returned to the ‘Home’ panel and should see that data from your plugin is presented in a grid.