Self Hosted BI¶

Introduction¶

This guide explains how to set up 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 the customer wants to host the BI Infrastructure like SQL Server or other, 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 to IFS Cloud Deployment Models.

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

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

Power BI Integration¶

The main product documentation for Power BI Integrations is here. The main product documentation

For iFrame Integration is here.
For IFS Advanced Analytics is 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¶

Working through this guide and setting up IFS BI takes roughly 5 hours.

Note

This should be done by someone comfortable setting up 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:

1. BI Infrastructure Setup¶

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

IFS Analysis Models

For Scenario 2 & 3: IFS Analysis Models - Infrastructure setup for Azure
For Scenario 1 & 6: IFS Analysis Models - Infrastructure setup for On-Prem

IFS Advanced Analytics (Power BI integration)

For Scenario 2 & 3: Advanced Analytics - Infrastructure setup for Azure

2. Connect to IFS Cloud¶

After setting up the BI infrastructure, you must connect those to IFS Cloud. Follow the relevant detailed guide below based on where IFS Cloud is deployed and where the BI Infrastructure is set up.

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 set up and they are connected to IFS Cloud, one final configuration is needed to set up the "SQL environment" within the IFS Solution Manager.

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 at https://ifs.sabacloud.com.

5. Troubleshooting Guide¶

Refer the troubleshooting guide for some common issues and how to resolve them.