RapidDashboard How-To The Builder: new instances

The Builder: new instances

When a build outgrows your main workspace, your coach builds it its own instance: separate database, separate address, separate blast radius. You send a name and a purpose. They send back the credentials to connect.

Builder 8 min read
You
Pick a name and write one sentence of purpose
Built for you
Your coach
From scratch, or from an example you name
Your new instance
Its own database, address and login

You decide what it is for. Your coach builds it and sends you the credentials to connect.

What the Builder does

Everything you build normally lands in your main workspace. That is the right home for dashboards and for most apps, because they share the same data connections and the same audience.

The Builder creates a new, separate instance alongside it, with its own database and its own address. Two instances on the same box share the hardware and share nothing else. A change in one cannot affect the other. You do not set it up yourself: your coach builds it for you.

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Think of it as a new building on the same site. Same land, same security perimeter, separate walls and separate keys. You do it when the thing inside needs its own front door.

When a build deserves its own instance

Most work belongs in your main workspace. Creating an instance for every dashboard means eleven things to maintain instead of one. Four situations genuinely justify the separation.

SituationWhy separation helps
A different audience Customers, vendors, or field staff logging into something that must never expose your internal dashboards. Separate instance, separate address, separate login.
A different risk level An app handling regulated data next to general reporting. Keeping the boundary physical makes the answer to your auditor simple.
A different release rhythm Dashboards change weekly while a production app changes quarterly. Separate instances mean a dashboard tweak never touches the app.
An experiment you might throw away Trying something structural. A throwaway instance is deleted in one step, and nothing else notices.

Keep it in your main workspace when the answer to all of these is no. Shared context is a feature: a dashboard sitting beside your other dashboards inherits the definitions you have already taught the box.

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Separate instances do not share their data automatically. Two instances that both need customer records need that connection configured twice, or one instance reading from the other through an agreed interface. Mention it to your coach before they build, because retrofitting it is more work than planning it.

Requesting one from your coach

01

Pick a name

Short, lowercase, hyphenated, and says who it is for: customer-portal, not portal2. See naming below.

02

Write the purpose

One sentence. "The customer-facing order portal." Add who logs in and which data it needs if you know.

03

Contact your coach

Send the name and purpose. Want to start from one of the advanced examples? Include its URL. Call 608-783-8324 if you would rather talk it through.

04

Connect

Your coach builds the instance and sends you the credentials to connect. Open it and start building.

Copy this, fill in the parts in <angle brackets>, and send it to your coach. Delete the optional lines you do not need.

Message to your coach
Please build a new instance for us.

Name: <instance-name>
Purpose: <one sentence, e.g. "The customer-facing order portal.">

Optional:
Template: <URL of the example to start from, e.g. https://rapiddashboard.ai/built-with/rapid-kiosk>
Audience: <who logs in, and whether they are inside our organization>
Data: <the sources it needs, or "none yet">

Please send the credentials to connect when it is ready.

Naming, so future you can tell them apart

You will have four of these within a year, and the person opening them may not be you. A name that says what it is and who it is for beats a clever one.

GoodWhyAvoid
customer-portalSays what it is and who uses it.portal2
ops-schedulerDepartment prefix groups related instances together.newapp
finance-reviewReads correctly in a list a year from now.test
hr-sandboxThe suffix warns that this one is disposable.jims-thing

Rules that keep everything predictable: lowercase, hyphens rather than spaces or underscores, no dates in the name, and a -sandbox suffix on anything you intend to delete.

Starting from an example

If one of the Built with RapidDashboard examples is close to what you want, put its URL on the Template: line of your message. Your coach starts the new instance from that build instead of from a blank page. Any single dashboard in the gallery works too: copy the address from your browser.

RapidCFO
https://rapiddashboard.ai/built-with/rapid-cfo

Find the savings, then find the clients that cost you.

RapidSideKick
https://rapiddashboard.ai/built-with/rapid-sidekick

Every PC gets a sidekick. Every hour gets a price.

RapidTablet
https://rapiddashboard.ai/built-with/rapid-tablet

Notes at the front desk, the booth or the kitchen table, filed to RapidDashboard.

RapidKiosk
https://rapiddashboard.ai/built-with/rapid-kiosk

One always-on tablet for every front desk.

RapidCRM
https://rapiddashboard.ai/built-with/rapid-crm

Your CRM, with a coach on top.

RapidResearch
https://rapiddashboard.ai/built-with/rapid-research

Every finding with its proof, every change scored.

RapidBackup
https://rapiddashboard.ai/built-with/rapid-backup

A backup that isn't tested is a hope, not a plan.

RapidRoofing
https://rapiddashboard.ai/built-with/rapid-roofing

Any address in, a measured and priced roof out.

RapidTradeshow
https://rapiddashboard.ai/built-with/rapid-tradeshow

Every exhibitor researched, one QR code away.

Dashboard gallery
https://rapiddashboard.ai/examples

One question in, a full leadership dashboard out.

What you get back

Its own database

Nothing shared with your main workspace.

Its own configuration

Secrets in one instance are invisible to the other.

Its own address

A distinct URL so people reach the right thing.

Credentials to connect

Sent by your coach once the instance is ready.

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Ask your coach Whether the new address is reachable from outside your network, and whether it gets a certificate. This is the detail most worth pinning down before you build something customers need to reach.

Moving existing work into a new instance

A common path: something you built in your main workspace grew up and now needs its own walls. Tell your coach which app should move, plus the name and purpose of its new home. They plan the move with you, pick a quiet hour, and send the credentials for the new instance when it is done.

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Keep the original until the new one is proven. Leave the old copy in place, running, until the new instance has been used for real work by real people. Deleting the original is the last step, not part of the move.

Managing what you have

Instances accumulate, and each running one holds a share of your box's memory even when idle. Every quarter, look at what you have and ask your coach to stop what is not being used.

  • Stop what you are not using. The fastest way to make a slow box fast again.
  • Keep experiments named as experiments. A -sandbox suffix makes the quarterly cleanup a two-minute job.
  • Ask before adding the fifth. If instances are multiplying, that is worth a conversation about whether the box is sized right for what you are now doing with it.
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Removing an instance removes its database. Stopping is reversible. Removing is not. Ask your coach to take an export first and confirm the backup covers what you think it covers.

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Not sure whether something needs its own instance? Ask your coach. Addresses, certificates, and network exposure are the pieces most worth getting right the first time. 608-783-8324.

Talk to a human instead.

Every RapidDashboard client gets direct access to the team that built the box. Most questions take under ten minutes on a call.

📞  608-783-8324