Accessing the platform

RapidCanvas platform enables you to build simple to complex machine learning models using an intuitive graphical interface. You can create projects, run recipes, and train and test machine learning models for different use cases. RapidCanvas enables you to execute a sequence of steps required to build machine learning models.

This section guides you through the process to successfully access the RC platform

Browsers supported

The platform supports all latest versions of Google Chrome, Safari, and Microsoft Edge.

Signing up to the RC platform as a new user

Admin can send an invitation email to request users to join the platform. Once an invitation email is received, users can sign up to the platform.

To access the platform as a new user, you must follow these steps:

1. Click the Sign up button provided in the invitation email. This takes to the sign up page.

2. Provide the email address in the E-mail address field.

3. Provide the password and confirm password in the respective fields.

4. Select the By signing up you agree to our Terms of Service check box to agree to the terms and conditions. Only selecting this check box enables the Sign up button.

5. Click Sign up to start using the platform.

If you are an existing user, click Sign In. For more information, see Signing in to the platform as an existing user.

Signing in to the platform as an existing user

To access the platform as an existing user:

1. Enter the application URL - https://staging.dev.rapidcanvas.net

2. Enter the Email address and Password in the respective fields.

3. Click Sign In to access the RapidCanvas application.

Joining a tenant

An existing user is invited to join a new tenant through an invitation email. A user can have access to multiple tenants. The user can also accept the invite to join a new tenant from the Profile settings page.

You can join the tenant using either way:

To join a new tenant in a specific environment through invitation:

1. Click the Join Tenant button embedded in the invitation email.

Note

Upon clicking the Join Tenant button, you will be redirected to the dashboard page of this tenant only if your login session is active.

2. Provide the valid credentials with which you sign in to the platform to join the tenant. After logging in successfully, you are redirected to the new tenant dashboard.

To join a new tenant through Profile settings:

1. Log in to the platform.

2. Select the User Profile on the top right-corner of the dashboard and select Settings. This displays the Profile page.

3. Click Accept corresponding to the tenant from which you received the invitation to join. Accepting the invite makes this your current tenant in an instance.

Resetting the password

If you do not remember the password to login to the application, you can reset the password.

To reset the password:

1. Click the Get help link corresponding to the Forgot your password text on the Sign up page. The Reset password page appears.

2. Enter the email address.

3. Click Get a Reset Link. The password reset link is sent to the provided email address with the link to reset.

4. Click the Reset password hyperlink in the email. This redirects to the Reset password page.

5. Provide the Password in the Password field and the Confirm password field. .. note:: The email address you provided is defaulted in the Email address field and cannot be edited. 6. Click Reset Password to successfully change the password of your account. You can now use the new password to access the RC platform.

Configuring Github settings on the platform

Use this procedure to configure your Github settings on the platform. When you perform any Github actions on the Notebook, such as clone, push, or pull after configuring the Github settings on the platform you are prompted to provide the Github username and password (personal access token) only once for authentication. These credentials are stored and you do not have to provide the Github credentials whenever you perform any Github action on the Notebook opened from the platform.

To configure Github settings on the platform:

1. Log in with valid credentials. The dashboard page appears.

2. Click the Profile icon on the top right-corner of the dashboard.

3. Select Settings. This opens the Profile page.

4. Provide the full name and email address of your Github account, in the Github Settings section.

5. Click Save to save the Github settings.

6. Launch the Notebook from the platform after saving the Github settings on the platform.

7. Click the Git option from the left side options in the Notebook editor.

8. Click Clone a Repository on the Notebook.

9. Provide the URI of the repository you want to clone onto the Notebook.

10. Click Clone. This displays the Git credentials required dialog.

11. Provide the username and password (personal access token) of your Github account in the respective fields.

Note

You must generate the personal access token and use this as the password to access the Github account.

12. Click OK.

Changing the password after signing in to the platform

You can change the password for security reasons from time to time and this can done after you login to the platform.

To change the password:

1. Log in with valid credentials. The dashboard page appears.

2. Click the Profile icon on the top right-corner of the dashboard.

3. Select Settings. This opens the Profile page.

4. Click Reset Password. A dialog box is displayed.

5. Click OK. An invitation is sent to your email with the link to change or reset the password.

Signing out

You can end the session on the platform by signing out.

To sign out from the tenant:

1. Click the user icon on the top right corner of the dashboard.

2. Select Sign Out.

Platform landing page

After you sign in to RC platform, you are redirected to the dashboard page. From this page, you can access the following components:

Dashboard

Dashboard view is the landing page of any tenant and shows the recent set of projects and solutions which are accessed as part of the tenant

Connectors

Connectors view shows a list of all existing datasource connections created under the tenant. Users can switch between a card view and table view. Also, can create a new datasource connections.

Projects

Projects view shows a list of all projects currently active for a tenant. Users can switch between a card view and table view of the project. Users can also create new projects from this view.

DataApps

DataApps view shows a list of DataApps that are created in different projects under a tenant. Users can switch between a card and table view to view the dataapp visualizations.

Environments

Environments view shows a list of all existing environments which were created under the tenant. Users can switch between a card view and list view. Users can also create new custom environments from this view.

Artifacts & Models

Artifacts & Models view shows a list of artifacts that are uploaded and models that are generated after running a data pipeline. You can also upload the models manually and view them.

Tenant

Tenant management related information can be found under this link

• Tenant Management

Launch Notebook

Launch notebooks allows users to launch an integrated hosted jupyter-hub associated with the user and tenant. Users have the ability to refer to sample projects, how to guides and more from this interface. Users can launch new notebooks and create new projects on RapidCanvas directly from this interface

More information on how to use hosted notebooks can be found here:

• Notebook User Guide

Help

The comprehensive documentation for the RapidCanvas application can be accessed by clicking the “User Guide” option on the RapidCanvas platform. This guide provides detailed instructions on how to use each functionality to build data pipelines. Additionally, it includes videos that help users understand various features and offers a provision to raise support tickets.

Navigating through the dashboard

After you sign in to the platform, you are directed to the dashboard page, which is essentially the home page. It includes various components of the application, profile details of the user, tenant details and list of projects to which the user has access to.

Dashboard

The dashboard shows the list of projects developed within a tenant. It provides access to view and create projects. You can also use this to navigate back to the landing page. Any project created in your current tenant will appear on the dashboard page.

Menu

• Projects- This is where you create projects, add recipes of different types (such as template, AI-assisted, code, code snippets and rapid model), run recipes and build a model.

• Connectors - This is where you configure data connectors and import the datasets from different external data sources such as GCS, Amazon S3, Amazon Redshift, MongoDB, MySQL, Snowflake, and Azure Blob. There are also 300+ Fivetran connectors to which you can establish the connection to fetch datasets or files.

• DataApps- This is where you can view the DataApps created for projects. You can also create DataApp for the binary classification problem type in the Rapid model recipe.

• Artifacts & Models - This is where you can upload and view artifacts and models generated after running the modeling pipeline in projects under a tenant.

• Environments - This is where you create an environment in a tenant to define the compute resources and user-selected packages required to run projects.

• Notebook(User) - This is an IDE where you write the Python code to build models.

Help

• User guide - This area gives you access to the comprehensive documentation that helps you get started with the application.

• How to Videos - This provides users with comprehensive videos to understand and use each functionality in the application.

• Contact support - This area gives you access to the help center to submit a request or incident.

• Version - This area displays the current platform version and the SDK version (Jupyter notebook) used to connect with RapidCanvas.

• Latest Release Notes: This section allows you to view the latest release notes and get familiar with the new features and enhancements added to the platform in each release.

Current tenant

This shows the tenant that you are currently active in.

User profile

This provides you access to the profile section. You are allowed to view and edit the profile settings and sign out from the application.

Notifications

This provides timely and important notifications to users whenever the allocated memory or CPU consumption exceeds thresholds within projects and dataapps. You also receive notifications:

• When the dataapp is launched successfully or failed to launch

• When the chart is generated in data analysis

• When the recipe run is successful or encountered failure

• When prediction jobs and react DataApps are successful or encountered failures

• When the environment is relaunched

• When you the project job run is failed or successful

• When the about snippet is generated

• When the AI summary is generated

Recent Projects

This shows you the list of projects available in a tenant at any given point in time. On a project tile, you can view the following details:

Project name - The name of the project.

Description - The description of the project.

DataApp- The total DataApp created in a project.

Jobs - The total number of jobs created in a project.

Last updated on - The date on which the project was last updated.

User- The user who last made changes to this project.

Recent Jobs

This displays the list of jobs scheduled in different projects under this tenant. Click on a job to navigate to the Jobs page. You can view the following details:

Job name:

• The name of the job.

Project:

• The project in which this job has been created.

Last 5 Run Status:

• The last five job run status.