Information Required to Install DataSelf BI

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Information Required to Install DataSelf BI

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

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

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

  • DataSelf Reporting Packages we are installing at this time.

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

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 =

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.

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
  • as the SQL Server Analysis Services logon user (when SSAS Cube reporting will be used)
  • as a sysadmin user 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 DSA Web Server in the Configuration utility

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

  • 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.