Information Required to Install DataSelf BI

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Revision as of 21:27, 5 December 2014 by Cwilson (talk | contribs) (Technical Information)
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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.

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