Information Required to Install DataSelf BI

From DataSelf Knowledge Base
Revision as of 03:39, 5 December 2014 by Cwilson (talk | contribs) (Created page with "{{#breadcrumb: BI Installation and Trouble-shooting}} == Information Required to Install DataSelf BI == A checklist of information required in order to install DataSelf BI a...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to navigation Jump to search

Information Required to Install DataSelf BI

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

Target audience: IT professional, DataSelf BI reseller, computer literate client familiar with installing and configuring enterprise software.


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

  • 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.
  • 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.
  • 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".