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Self Hosted BI

Introduction

This guide explains how to set up IFS Advanced Analytics, IFS Analysis Models - Tabular and IFS Analysis Models- Power BI 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.

Analysis Model -Tabular

The main product documentation for Analysis Models - Tabular is here.

Deployment Scenario IFS Cloud Hosting1 BI Infrastructure Hosting Analysis Models - Tabular
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.

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

Analysis Models - Power BI

The main product documentation for Analysis Models - Power BI is is here.

Deployment Scenario IFS Cloud Hosting BI Infrastructure Hosting Analysis Models - Power BI
Scenario 3 Cloud Customer Azure Cloud Supported

The BI Infrastructure setup takes roughly 1-2 hours.

View more details regarding the BI Infrastructure set-up and connecting to the IFS Cloud.

Note

Refer above link to view all the details regarding Analysis Models - Power BI installation and environment setup.

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:

image-20231007134351868

1. BI Infrastructure Setup

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

Analysis Models - Tabular

IFS Advanced Analytics (Power BI integration)

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.

  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.

Analysis Models - Tabular

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.