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Self Hosted BI


This is a guide to setup IFS Advanced Analytics and IFS Analysis Models products where the BI Infrastructure is self-hosted by the customer.

Below we outline all combinations that are supported/not supported by IFS currently.

Deployment Scenario IFS CLOUD Deployment BI Infrastructure IFS Analysis Models IFS Advanced Analytics
Scenario 1 On-Prem (Remote) On-Prem Supported Limited Support
Scenario 2 On-Prem (Remote) Customer Azure Cloud Supported Supported
Scenario 3 IFS Azure Cloud Customer Azure Cloud Supported Supported
Scenario 4 IFS Azure Cloud IFS Azure Cloud Not supported yet Not supported yet
Scenario 5 On-Prem (Remote) IFS Azure Cloud Not supported Not supported
Scenario 6 IFS Azure Cloud On-Prem Supported Limited Support

Customer can self-host the BI infrastructure in the following scenarios

  1. Customers Azure Cloud (Deployment scenarios 2 & 3) or

  2. On-Prem (Deployment scenarios 1 & 6)

This page describes steps for the first option (Scenarios 2 and 3) where the BI infrastructure is hosted on a customer's Azure Cloud.

Time estimation for setup

To work through this guide and setup IFS BI it will take roughly 5 hours. This should be done by someone who is comfortable to setup resources in Microsoft Azure.

Task Time
BI Infrastructure Setup 4 hrs
Connect to IFS Cloud 30 mins
Setup IFS Analysis Models 1 hr *
Setup IFS Advanced Analytics 30 mins
* Depends on the number of models and amount of data in each model.

BI Infrastructure Setup - Customer Azure Cloud

Please follow the detailed steps here to setup your BI Infrastructure:

Create Azure Resources for Self Hosted BI

Connect to IFS CLOUD

After setting up the BI infrastructure, a few details need to be stored on the IFS Cloud Key Vault.

The details that need to be stored in IFS Cloud Key Vault are as follows:

KV Key Description Example Value
bi-aa-aadtenantid Azure Tenant ID (GUID) a1a1a1a1-a1a1-a1a1-a1a1-a1a1a1a1a1a1
bi-aa-aadclientid App registration client ID linked to the service (GUID) a1a1a1a1-a1a1-a1a1-a1a1-a1a1a1a1a1a1
bi-aa-aadspobjid Azure AD SPN Object ID (GUID) a1a1a1a1-a1a1-a1a1-a1a1-a1a1a1a1a1a1
bi-aa-aadclientsecret Azure AD SPN Client Secret Value qTs8Q~Rg6c7obe_ueDAetU71FgpU1gvXRmm1pc71
bi-am-ora-dbip IFS Oracle IP for the relevant environment
bi-am-sql-name Azure Server name
bi-am-sql-dbname Name of the SQL Database for data warehouse uat-sql-srv-dw
bi-am-sql-un Admin username of the Azure SQL Server uat-sql-srv-admin
bi-am-sql-pwd Admin user password for the Azure SQL Server xNtpxJ5yKatMzDd
bi-am-ssis-dbname Name of the SSISDB. Default is SSISDB SSISDB
bi-am-ssis-fldrname The Integration Service Catalog folder name uat-xxxx
bi-am-ssas-name The Azure Analysis Server URL asazure://
bi-am-ssas-clientid App registration client ID linked to the service (GUID) app:a1a1a1a1-a1a1-a1a1-a1a1-a1a1a1a1a1a1
bi-am-ssas-clientsecret Azure AD SPN Client Secret Value OA78Q~O-h8YACpFIE13kllPjN9RzEh7dX4CabaT-

CSM Portal Form

The above credentials that you will have setup for Self Hosted BI, will now need to be sent via the CSM portal.

  • The CSM portal, is a mechanism to securely send and store the above credentials to IFS Key Vault.

  • This form should be used once for each environment and again when the client secrets/keys expire and need to be renewed.

  • The form can be found in under the path

    Request a Service > Request a Cloud Service > IFS Cloud - Self Hosted BI (Advanced Analytics / Analysis Models).

  • If you have self-hosted BI and do not see this form, please log a ticket in ServiceNow.

  • Once we have sent the data to IFS Cloud and it is stored, the details are removed from the CSM portal and while processing they are hashed out to prevent further access.

  • If you have encountered an issue using the Form please check the following link

    CSM Portal Form troubleshooting guide

Product Setup

Once the Azure resources are in place and credentials are setup in the relevant environment's KV, the Analysis Models can be setup through the IFS Solution Manager.

For this please follow the detailed training course - "IFS Analysis Model Essentials" which can be found on