BI Genius Deployment Step-by-Step
Installing BI Genius is simple, easy and takes approximately 20 minutes. The Reporting Hub web application and required Azure services can all be fully deployed by following our guided installation service.
Your Reporting Hub app must be version 7.0.0.9 or higher to support BI Genius. View instructions on updating your Reporting Hub app by visiting your in-app documentation. In your application, open the Admin menu by selecting your profile icon and then Help > Self-Serve Guided Updates.
Requirements
Please review the checklist below before getting started:
Azure Services Setup Conditions: Any and all Azure services are not included within your BI Genius subscription. These services are deployed to your organizations' Azure instance and reside within your Azure subscription. Any and all Azure subscription fees are the responsibility of your organization. Once deployed, any changes or ongoing administration of these services are the responsibility of your organization.
Ready to Get Started? Click the link below and follow along!
Follow Along With Our Guided Tutorial
The tutorial below outlines the step-by-step process to install and deploy BI Genius and associated Azure services within your Azure environment. For each Azure resource, you will have the option to select an existing resource or create a new resource.
Installation Steps
If prompted, grant Application Admin Consent: After signing in, you may be prompted to grant application admin consent to the Reporting Hub Installer application. This consent will allow the Installer application to deploy the applicable Azure services and BI Genius application within your Azure environment. You must grant consent to proceed and complete the installation. This is the same installer application used for the Reporting Hub, so you may have already granted it permission.
Admin consent form Start by selecting your Azure Subscription and Azure Subscription from the dropdown list and click Next.
If the Select Subscription used for the BI Genius dropdown is empty, you may not have Subscription Owner permission for any Azure Subscriptions.
Select the Reporting Hub application and domain (slot) you want to add BI Genius to. Your Reporting Hub application must be version 7.0.0.9 or higher; the installer will verify that your selected Reporting Hub app is the minimum required version. Click Next.
Next, select your Azure Resource Group. Regional availability of the required resources is limited. If a resource is not currently offered in your selected region, a notification will appear. You can keep your resource group in the selected region, but will need to choose a different region for the BI Genius resources.
If using an existing Resource Group, select it from the dropdown list and click Next. If you are using existing Azure resources instead of creating new ones, select the Resource Group that those resources belong to. Click Next.
If adding a new Resource Group, select Add New from the dropdown list. Enter a Name and select a Resource Group Region. Click Next.
Select your Azure App Service. Currently, you must create a new App Service for your BI Genius.
Select Add New.
Enter a Name for your app service. The name can only contain alphanumeric characters, hyphens, parentheses, and underscores. Since BI Genius will be embedded in your application, the name is not public-facing.
Select an app service Tier.
Then, click Next.
Select your PostgreSQL Server. You can choose an existing one or create a new one.
Select a Region.
Select a Tier; we recommend starting with Standard_B1ms.
Select Storage; we recommend starting with 32 GiB.
Enter a Server name and Database name.
The server name can only contain lowercase letters, numbers, and hyphens. It must be between 3 and 63 characters long. It can't start or end with a hyphen. It also must be globally unique.
The database name can only contain alphanumeric characters and hyphens. It must be between 1 and 63 characters long.
Select your Azure OpenAI Service.
In the dropdown menu, select Add New.
Select a Region.
Enter an Azure OpenAI Service Account Name.
Name your Entra ID Application and Service Principal.
Application is the name of your BI Genius App Registration
Service Principal is the name of the Entra ID Security Group that the installer will create and add the App Registration as a member of.
The installer will check that the selected Azure resources exist or are deployed. Once they're all deployed, select Next.
The BI Genius installation will begin. This step may take several minutes.
The installer will run a series of checks and start your new BI Genius application.
Next Steps: Power BI Configuration
When the app has been successfully installed, you will need to ensure that BI Genius has been granted adequate permission in your Power BI tenant and to your Power BI workspaces.
Enable Power BI Service SettingsIncomplete Installations
The installer provisions Azure resources incrementally during the setup process. If you exit the installation before it completes, some resources may remain active and could incur costs.
If you stop the installer after the Select your Azure Resource Group step, we recommend reviewing your Azure portal to identify and delete any resources or objects the installer may have created. This includes reviewing your Entra ID for the App Registration and Security Group created in step 8.
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