Difference between revisions of "Information Required to Install DataSelf BI"

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=== Technical Information ===
 
=== Technical Information ===
* DSA Web Server's user login is Local or Active Directory? Most intranet installations on networks that use Active Directory use the Active Directory option. Internet installations will need further discussion.
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* Will DSA Web Server's user login be Local or Active Directory? Most intranet installations on networks that use Active Directory use the Active Directory option. Internet installations will need further discussion.
  
 
===== Connecting to Host Computer Server =====
 
===== Connecting to Host Computer Server =====
  
 
* Remote login. (As applicable)  User name, password and other information required to make a remote connection to the server platform hosting the DataSelf BI solution.
 
* Remote login. (As applicable)  User name, password and other information required to make a remote connection to the server platform hosting the DataSelf BI solution.
* Windows account name and password to logon to the host server.    Account should be an Active Directory user (when applicable) and a local administrator.
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* Windows account name and password to logon to the host server.    Account should be an '''Active Directory''' user (when applicable) and a '''local administrator''' on the host server.
 
===== Data Sources =====
 
===== Data Sources =====
 
* Source company code used by source database as required. Requirement depends upon the {{egx|business system}} providing the data extracted by the ETL.
 
* Source company code used by source database as required. Requirement depends upon the {{egx|business system}} providing the data extracted by the ETL.
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See also [[Preparing the Host Server: CheckList]]
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'''See also [[Preparing the Host Server: CheckList]]'''

Revision as of 16:42, 28 February 2015

Information Required to Install DataSelf BI

A checklist of information required in order to install DataSelf BI at a new client site.

DataSelf BI Solutions to Install

  • DataSelf Reporting Packages we are installing at this time.
    • Prioritized list of DataSelf Reporting Packages, listed in order of installation.

Client Contacts

  • Client Team members.     For team each member please provide name, title/role, email address, phone number(s).
    • Project Manager For each member please provide name, title/role, email address, phone number(s).
    • Project Manager
    • IT support

Technical Information

  • Will DSA Web Server's user login be Local or Active Directory? Most intranet installations on networks that use Active Directory use the Active Directory option. Internet installations will need further discussion.
Connecting to Host Computer Server
  • Remote login. (As applicable) User name, password and other information required to make a remote connection to the server platform hosting the DataSelf BI solution.
  • Windows account name and password to logon to the host server. Account should be an Active Directory user (when applicable) and a local administrator on the host server.
Data Sources
  • Source company code used by source database as required. Requirement depends upon the business system providing the data extracted by the ETL.
  • Source database location information such as SQL instance, SQL db name.
Disk Drives and Directories
  • Disk drives on which to install DataSelf BI programs and databases.



See also Preparing the Host Server: CheckList