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

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[[Category:Installation]]
 
[[Category:Installation]]
  
== Information Required to Install DataSelf BI ==
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A checklist of information required in order to install DataSelf BI at a new client site.
 
A checklist of information required in order to install DataSelf BI at a new client site.
  
=== Client Contacts ===
 
* Client Team members.  &nbsp; &nbsp;  For team each member please provide name, title/role, email address, phone number(s).<br />
 
** Project Manager For each member please provide name, title/role, email address, phone number(s).<br />
 
** Project Manager
 
** IT support
 
  
=== Data Sources ===
 
* Type of source data (i.e. Sage 300 ERP, MonthlyTargets.xlsx)
 
* Source database location information such as SQL instance, SQL db name, additional user and password as needed, or other paths.
 
* Source company code used by source database as required. Requirement depends upon the business system that is providing the data extracted by the ETL.
 
  
=== DataSelf BI Solutions to Install ===
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= DataSelf Server =  
* DataSelf Reporting Packages we are installing at this time.  
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* The DataSelf Server is a Windows Server environment to host the DataSelf server-side software (DataSelf ETL, SQL Server data warehouse and DataSelf Analytics Web Server). This might be a single or multi-server environment.  
** Prioritized list of [[DSA_Reporting_Packages|DataSelf Reporting Packages]], listed in order of installation. (i.e. SA Sales, AR Open Receivables)
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* Click '''[[DataSelf System Requirements]]''' for details.
  
=== Technical Information ===
 
* Server name and SQL instance where the DataSelf ETL and ultralight data warehouse will be installed
 
* Server name where DSA Web Server will be installed (if different)
 
* Disk drives on which to install DataSelf BI programs and databases.
 
* 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.
 
  
== Host Server Preparation ==
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=== Remote Connection to DataSelf Server ===
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* Remote login. User name, password and other information required to make a remote connection to the server platform hosting the DataSelf solution. The Windows user to log on to the DataSelf Server should be an '''Active Directory''' user (when applicable) and have:
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** '''Local administrator''' right on the DataSelf server.
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** If your are providing MS SQL Server, '''Sysadmin''' role in the MS SQL Server instance to host DataSelf's data warehouse.
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** '''Reading rights''' from all source databases.
  
=== Remote Connection 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.
 
* The windows account name and password to log on to the host server should be an '''Active Directory''' user (when applicable) and a '''local administrator''' on the host server.
 
  
=== Dedicated Windows User ===
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=== Service Account to Run Windows Services ===
Create a user dedicated to running services for the DataSelf Analytics solution components. This user will only be used by services, not by a "real person". It is easiest to make it a local or domain admin. For networks that use Active Directory, this needs to be an Active Directory user as well. The following rights will allow it to run the SQL Server Agent Job's automated refreshes, including access to source data. If the client assists in setting up the following logons, the client does NOT have to tell the installer the password.  
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Create a service account (a new dedicated user) for running DataSelf Analytics software components. This dedicated user will only be used by Windows' services (such as SQL Server and SQL Agent Windows services), not by a "real person":
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* It is easiest to work with a '''domain user''' (a local Windows user can be used, but it might have limited access to read data from other servers).
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* This user should have '''Windows Local Administrator''' rights.
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* This user's password should be set to '''"Password never expires"'''. If the client assists in setting up the following logons, the client does NOT have to tell the installer the password.  
  
 
During or after the installation of the DataSelf Analytics software components, the dedicated user needs to be added to the following:
 
During or after the installation of the DataSelf Analytics software components, the dedicated user needs to be added to the following:
* as the '''SQL Server Agent''' service logon user   
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* As the '''SQL Server Agent''' service logon user   
* as the '''SQL Server''' service logon user
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* As the '''SQL Server''' service logon user
* as the '''SQL Server Analysis Services''' logon user (when SSAS Cube reporting will be used)
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* When SSAS Cube reporting will be used: as the '''SQL Server Analysis Services''' logon user  
* as a sysadmin user for the DataSelf data warehouse
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* As MS SQL user with '''sysadmin''' role for the '''DataSelf data warehouse'''
* network and reading rights to any source data that will need to be automatically refreshed  
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* '''Network and reading rights''' to any source data that will need to be automatically refreshed  
* the "run as" user for DSA Web Server in the Configuration utility  
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* The '''run as''' user for Tableau/DSA Web Server in its Configuration utility
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* Optional: also consider using it as the email user for Tableau/DSA Web Server in its Configuration utility, if in-house email credentials are being used
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=== If You're Providing MS SQL Server to Host the DataSelf Data Warehouse ===
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Please provide the SQL Server instance name to installation team.
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Also, grant the Windows users discussed above '''sysadmin''' role on this MS SQL instance.
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=== Importing Data from Source Databases ===
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Please provide the information below according to your source database(s):
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* '''MS SQL Server''': 1. SQL Instance name, 2. database name, 3. set the users described above to have reading rights from that database(s).
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* '''MS Excel''': 1. Excel file name and path, 2. set the users described above to have reading rights from that path.
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* '''MS Access''': 1. MS Access file name and file path, 2. set the users described above to have reading rights from that path.
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* '''Providex''': 1. 32-bit ODBC driver (by running the Workstation Setup for Sage 100 using our remote access Windows user), 2. database directory, 3. company code, 4. Username, 5. password.
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* '''Other ODBC''': 1. 32-bit ODBC driver, 2 other information and credentials required to read data from the data source.
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=== Access to Port 80 and no IIS ===
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DSA Web Server works best on a dedicated box that '''doesn't''' have IIS or other applications using port 80. Read [[Internet Information Services (IIS)]] for further details. 
  
=== ODBC Connections to Source Data ===
 
* For importing source data from Microsoft SQL, Microsoft Excel, or Microsoft Access data sources, the DataSelf ETL will make a direct connection to the data source. '''For any other data source type''', have any needed 32-bit ODBC drivers installed (such as is installed by running the Workstation Setup for Sage 100).
 
* Some ERP's, such as Sage 100, require a user and password with data reading rights. Have this available for the installer.
 
  
=== ISS and Port 80 ===
 
The server that will host DSA Web Server should have [[Internet Information Services (IIS)]] disabled. Also, for the convenience of the DSA Web Server users, make efforts to be sure no other program is using Port 80.
 
  
 
=== Other Host Server Configuration ===
 
=== Other Host Server Configuration ===
 
* A web browser (IE Explorer, Google Chrome, or Firefox) configured to allow file downloads.   
 
* A web browser (IE Explorer, Google Chrome, or Firefox) configured to allow file downloads.   
  
== Good to Have ==
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=== Good to Have ===
 
Configuration not required but recommended.
 
Configuration not required but recommended.
 
* Copy of Microsoft Excel installed.  Alternative: Access to a copy on another server on the network.
 
* Copy of Microsoft Excel installed.  Alternative: Access to a copy on another server on the network.
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= DataSelf Client =
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* Users can access DataSelf data from desktop, web and mobile devices. 
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* Click '''[[DataSelf System Requirements]]''' for details.
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* Click [[DSA Desktop and Server Installation]] for the desktop client installation instructions.

Latest revision as of 17:20, 7 October 2016

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


DataSelf Server

  • The DataSelf Server is a Windows Server environment to host the DataSelf server-side software (DataSelf ETL, SQL Server data warehouse and DataSelf Analytics Web Server). This might be a single or multi-server environment.
  • Click DataSelf System Requirements for details.


Remote Connection to DataSelf Server

  • Remote login. User name, password and other information required to make a remote connection to the server platform hosting the DataSelf solution. The Windows user to log on to the DataSelf Server should be an Active Directory user (when applicable) and have:
    • Local administrator right on the DataSelf server.
    • If your are providing MS SQL Server, Sysadmin role in the MS SQL Server instance to host DataSelf's data warehouse.
    • Reading rights from all source databases.


Service Account to Run Windows Services

Create a service account (a new dedicated user) for running DataSelf Analytics software components. This dedicated user will only be used by Windows' services (such as SQL Server and SQL Agent Windows services), not by a "real person":

  • It is easiest to work with a domain user (a local Windows user can be used, but it might have limited access to read data from other servers).
  • This user should have Windows Local Administrator rights.
  • This user's password should be set to "Password never expires". If the client assists in setting up the following logons, the client does NOT have to tell the installer the password.

During or after the installation of the DataSelf Analytics software components, the dedicated user needs to be added to the following:

  • As the SQL Server Agent service logon user
  • As the SQL Server service logon user
  • When SSAS Cube reporting will be used: as the SQL Server Analysis Services logon user
  • As MS SQL user with sysadmin role for the DataSelf data warehouse
  • Network and reading rights to any source data that will need to be automatically refreshed
  • The run as user for Tableau/DSA Web Server in its Configuration utility
  • Optional: also consider using it as the email user for Tableau/DSA Web Server in its Configuration utility, if in-house email credentials are being used

If You're Providing MS SQL Server to Host the DataSelf Data Warehouse

Please provide the SQL Server instance name to installation team. Also, grant the Windows users discussed above sysadmin role on this MS SQL instance.


Importing Data from Source Databases

Please provide the information below according to your source database(s):

  • MS SQL Server: 1. SQL Instance name, 2. database name, 3. set the users described above to have reading rights from that database(s).
  • MS Excel: 1. Excel file name and path, 2. set the users described above to have reading rights from that path.
  • MS Access: 1. MS Access file name and file path, 2. set the users described above to have reading rights from that path.
  • Providex: 1. 32-bit ODBC driver (by running the Workstation Setup for Sage 100 using our remote access Windows user), 2. database directory, 3. company code, 4. Username, 5. password.
  • Other ODBC: 1. 32-bit ODBC driver, 2 other information and credentials required to read data from the data source.


Access to Port 80 and no IIS

DSA Web Server works best on a dedicated box that doesn't have IIS or other applications using port 80. Read Internet Information Services (IIS) for further details.


Other Host Server Configuration

  • A web browser (IE Explorer, Google Chrome, or Firefox) configured to allow file downloads.


Good to Have

Configuration not required but recommended.

  • Copy of Microsoft Excel installed. Alternative: Access to a copy on another server on the network.


DataSelf Client