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BI Genius Deployment Step-by-Step

Your Reporting Hub app must be version 7.7.0 or higher to support BI Genius. To update, open your application's Admin menu (select your profile icon), then Help > Self-Serve Guided Updates.

BI Genius attaches to an existing Reporting Hub app and reuses its App Service, so only two extra Azure resources are deployed:

  • Azure Database for PostgreSQL

  • Azure AI Foundry (Azure OpenAI).

You can start deployment from the Add BI Genius link on the Reporting Hub installer's Success! page, or go to the BI Genius installer directly at any time. Both follow the steps below.

Before You Begin

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.

Click here to start the installation

Need Help? Contact our support team at https://support.thereportinghub.com. A dedicated team member will be available to assist with your deployment.

Installation Steps

The installer walks you through one page at a time. For each Azure resource, you can select an existing resource or create a new one.

If you removed the Reporting Hub installer enterprise application before, you may be prompted to grant application admin consent. This is the same installer used for Reporting Hub, so you may have already granted it.

1

Select your Azure Subscription

  • Choose your tenant and the subscription of your existing Reporting Hub app

  • Select Install Now.

Installing BI Genius involves a restart of your Reporting Hub Azure App Service. Plan for a brief interruption for your end users before you continue to Install Now.

Select your Azure Subscription
2

Select your existing Reporting Hub App Service.

  • Select your existing Reporting Hub app and domain.

  • The installer confirms your app meets the minimum version. You'll see "Reporting Hub Installation found!" with the detected version (7.7.0 or higher). Make sure the correct application is selected

  • Select Next.

Select your Reporting Hub App Service
3

Confirm your Azure Resource Group

  • This field is read-only and shows the resource group of your Reporting Hub app. Verify it's the resource group that holds your Reporting Hub resources.

  • Select Next.

Verify this is the name of your Reporting Hub Resource Group
4

Select your PostgreSQL server.

  • Existing server: select it from the dropdown, then select Next.

  • New server:

    • Select Add New.

      Select a Region.

      1. Select a Tier: we recommend starting with Standard_B1ms.

      2. Select Storage: we recommend starting with 32 GiB.

      3. Enter a Server name and Database name:

        • The server name can only contain lowercase letters, numbers, and hyphens, must be 3–63 characters, can't start or end with a hyphen, and must be globally unique.

        • The database name can only contain alphanumeric characters and hyphens, and must be 1–63 characters.

  • Select Next.

Create a PostgreSQL Server and Database
5

Select your Azure OpenAI Service

  • Existing service: select it from the dropdown, then select Next.

  • New service:

    • Select Add New.

    • Choose a Region.

    • Enter an Azure OpenAI Service Account Name

    • Select Next.

Create an Azure Foundry/OpenAI Service
6

Review the deployment checks and select Next.

The installer verifies or deploys your selected Azure resources. Once they're all deployed, select Next.

Checking Deployment
7

Launch the application

The BI Genius installation begins! This may take several minutes. The installer then runs a series of checks and starts your new BI Genius application.

Click on the URL to access the BI Genius admin page in your Reporting Hub App.

If there are any failures, hover over the information icon in the failed status bar and note the error message that appears. Then, contact our support team at https://support.thereportinghub.com so we can assist in the resolution.

Next (Required): 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.

BI Genius Enable Power BI Service Settings

Incomplete 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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