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

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(Technical Information)
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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.
 
* 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''').
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* Windows account name and password to logon to the host server.    Account should be a local administrator.
 
===== 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.

Revision as of 03:39, 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

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 a local administrator.
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