Preparing the Host Server: CheckList

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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.

Dedicated Windows User

Setup 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 domains, this needs to be an Active Directory user, not just local. The following rights will allow it to run the SQL Server Agent Job automated refreshes, including access to source data. The user should be dedicated to DataSelf Analytics, so the password will not need to be changed. If the client assists in setting up the following, 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
  • with sysadmin rights to the DataSelf data warehouse
  • network and reading rights to any source data (for some data sources, such as Sage 100, this will include adding the user to the Sage 100 program, and as a log on in the ODBC DSN.)
  • the "run as" user for DSA Web Server in the Configuration utility (for

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 to install the ODBC driver. Log on as the user the installer will be using and open Sage 100 to log onto the target company. This loads the SOTAMAS DSN with the details required for connection to the source database.
  • Knowledge of source data details such as location, For importing source data from Microsoft SQL, Microsoft Excel, or Microsoft Access data sources, the DataSelf ETL can make a direct connection to the data source that will perform faster than an ODBC connection. For any other data source type, use the 32-bit ODBC Data Source Administrator to set up an 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.

See also Information Required to Install DataSelf BI.