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

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(Technical Information)
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=== Technical Information ===
 
=== Technical Information ===
  
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===== Connecting to Host Computer Server =====
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* 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.
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* Windows account name and password to logon to the host server.    Account name should have account type of "Administrator". (In Windows see '''Control Panel''' > ... > '''User Accounts''').
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===== 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.
 
* Source database location information such as SQL instance, SQL db name.
 
* Source database location information such as SQL instance, SQL db name.
* Remote login.  User name, password and other information needed for DataSelf professional services to make a remote connection to the server platform hosting the DataSelf BI solution.
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===== Disk Drives and Directories =====
 
* Disk drives on which to install DataSelf BI programs and databases.
 
* Disk drives on which to install DataSelf BI programs and databases.
* Windows administrator user account name and password. (See Control Panel > ... > User Accounts).  Account name should have account type of "Administrator".<br >
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See also [[Preparing the Host Server: CheckList]]
 
See also [[Preparing the Host Server: CheckList]]

Revision as of 21:27, 5 December 2014

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

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 name should have account type of "Administrator". (In Windows see Control Panel > ... > User Accounts).
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