Difference between revisions of "Preparing the Host Server: CheckList"

From DataSelf Knowledge Base
Jump to navigation Jump to search
 
(12 intermediate revisions by the same user not shown)
Line 7: Line 7:
 
<u>Target audience:</u> IT professional, DataSelf BI reseller, computer literate client familiar with installing and configuring enterprise software.
 
<u>Target audience:</u> IT professional, DataSelf BI reseller, computer literate client familiar with installing and configuring enterprise software.
  
=== Security ===
 
==== Windows User Security ====
 
  
* Setup a admin user for the DataSelf BI solution.  A local or domain admin user that will be the SQL "logon" user for SQL services.  (Will also be used as "run as" user for DSA Server.)
 
** The user should be dedicated to DataSelf BI so the password will not need to be changed.
 
** See also [[Information Required to Install DataSelf BI]].
 
  
==== Source Database Security ====
+
See also [[Information Required to Install DataSelf BI]].
* Give admin user host server read access rights to source data. Required to access source database via ODBC or other data connector.
 
** The user requires read access to the source database(s) and admin rights to the Microsoft SQL Server instance hosting the DataSelf data warehouse. 
 
** The client does NOT have to tell the installer the password.
 
* Source database user/password as required.  Required for Sage 100.  In most cases read access is sufficient.
 
 
 
==== Microsoft SQL Server Security ====
 
* SQL administrator rights to Microsoft SQL Server instance for the DataSelf data warehouse.
 
 
 
=== Other Host Server Configuration ===
 
Configure the server platform hosting the DataSelf BI solution as follows:
 
 
 
* A web browser (IE Explorer, Google Chrome, or Firefox) configured to allow file downloads. 
 
* For Sage 100: do a workstation setup and run to to log onto the target company. This sets up the ODBC driver and the SOTAMAS DSN required for connection to the source database.
 
 
 
* For other non-Microsoft Excel, non-Access data sources: set up a ODBC driver and DSN to those data sources on the server platform hosting the DataSelf BI solution.  Name the DSN "DS_SourceName".
 
 
 
== Good to Have ==
 
Configuration not required but recommended.
 
* Copy of Microsoft Excel installed.  Alternative: Access to a copy on another server on the network.
 

Latest revision as of 00:48, 3 March 2015

Client Checklist for Preparing the Host Server

A checklist of the required configuration of the computer server platform or platforms hosting the DataSelf BI solution.

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


See also Information Required to Install DataSelf BI.