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Self Hosted BI

Introduction

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

Deployment Scenarios

Depending on the IFS Deployment Model and where customer wants to host the BI Infrastructure like SQL Server etc, there are four different scenarios supported.

IFS Analysis Model

The main product documentation for IFS Analysis Models is here.

Deployment Scenario IFS Cloud Hosting1 BI Infrastructure Hosting IFS Analysis Models
Scenario 1 Remote 2 Customer On-Prem Supported
Scenario 2 Remote 2 Customer Azure Cloud Supported
Scenario 3 Cloud 3 Customer Azure Cloud Supported
Scenario 6 Cloud 3 Customer On-Prem Supported

1 Refer IFS Cloud Deployment Models.

2 IFS Cloud production environment is hosted in a "remote" location of customer's choosing.

3 IFS Cloud is hosted by IFS and provided Software as a Service (SaaS).

Power BI Integration

The main product documentation for Power BI Integrations are here.

Deployment Scenario IFS Cloud Hosting BI Infrastructure Hosting Power BI Integration
Scenario 1 Remote Customer On-Prem iFrame Integration
Scenario 2 Remote Customer Azure Cloud IFS Advanced Analytics (Power BI Embedded)
Scenario 3 Cloud Customer Azure Cloud IFS Advanced Analytics (Power BI Embedded)
Scenario 6 Cloud Customer On-Prem iFrame Integration

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
1. BI Infrastructure Setup 4 hrs
2. Connect to IFS Cloud 30 mins
3. Environment Setup 15 mins
4. Deploy Tabular Models 1-3 hrs *

* Depends on the number of models and amount of data in each model.

Steps

There are four steps in this guide:

image-20231007134351868

1. BI Infrastructure Setup

Follow the relevant detailed guide below to setup the BI Infrastructure.

IFS Analysis Models

IFS Advanced Analytics (Power BI integration)

2. Connect to IFS Cloud

After setting up the BI infrastructure, we need to connect them to IFS Cloud. Follow the relevant detailed guide below based on where IFS Cloud is deployed and where the BI Infrastructure was setup.

Scenario IFS Deployment Model BI Infrastructure Detailed Guide
Scenario 1 Remote Customer On-Prem Connect On-Prem BI Infrastructure to IFS Cloud Remote
Scenario 2 Remote Customer Azure Cloud Connect Azure BI Infrastructure to IFS Cloud Remote
Scenario 3 Cloud Customer Azure Cloud Connect Azure BI Infrastructure to IFS Cloud
Scenario 6 Cloud Customer On-Prem Connect On-Prem BI Infrastructure to IFS Cloud

3. Environment Setup

Once the BI Infrastructure is setup and they are connected to IFS Cloud, one final configuration is needed to setup the "sql environment" within the IFS Solution Manager.

  1. Configure Environment Parameters
  2. Run Environment Setup
  3. Security Related Information

4. Setup Tabular Models

After the environment is configured in Solution Manager refer below guide for data loading, scheduling and tabular model deployment.

IFS Analysis Models

You may also follow the detailed training course - "IFS Analysis Model Essentials" which can be found on https://ifs.sabacloud.com.