> For the complete documentation index, see [llms.txt](https://docs.thereportinghub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.thereportinghub.com/bi-genius/bi-genius-deployment-step-by-step.md).

# 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:**

* [x] You have an active Azure Pay-as-you-go subscription.
* [x] You have [Global Admin](https://learn.microsoft.com/en-us/azure/active-directory/roles/permissions-reference#global-administrator) and [Subscription Owner](https://learn.microsoft.com/en-us/azure/role-based-access-control/role-assignments-portal-subscription-admin) roles within your Azure subscription.
* [x] You have a Reporting Hub web app, version **7.7.0 or higher**.
* [x] You are agreeing to install the required Azure services: 
  * Azure Database for [PostgreSQL flexible server](https://azure.microsoft.com/en-us/pricing/details/postgresql/flexible-server/)
  * Azure AI Foundry ([Azure OpenAI](https://azure.microsoft.com/en-us/pricing/details/cognitive-services/openai-service/))
* [x] You agree to the following Azure services setup conditions:

{% hint style="warning" %}
**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.*
{% endhint %}

***

<h2 align="center"><a href="https://license.thereportinghub.com/install/bigenius">Click here to start the installation</a></h2>

{% hint style="info" %}
**Need Help?** Contact our support team at [https://support.thereportinghub.com](https://support.thereportinghub.com/).  A dedicated team member will be available to assist with your deployment.&#x20;
{% endhint %}

***

## 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.

{% hint style="info" %}
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.
{% endhint %}

{% stepper %}
{% step %}

### Select your Azure Subscription

* Choose your **tenant** and the **subscription of your existing Reporting Hub app**
* Select **Install Now**.

{% hint style="warning" %}
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**.
{% endhint %}

<figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2FSX1VGa2M1Jwkxx9456jl%2FScreenshot%202026-08-25%20134732.png?alt=media&amp;token=b93d562e-fca5-41dc-90f0-9eab2c8ad252" alt="" width="375"><figcaption><p>Select your Azure Subscription</p></figcaption></figure>
{% endstep %}

{% step %}

### Select your existing Reporting Hub App Service.

* Select your **existing Reporting Hub app** and **domain**.&#x20;
* 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**.

<figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2FQjQgPTxfabYoysgYia20%2FScreenshot%202026-08-25%20134744.png?alt=media&amp;token=ed38afc5-cf47-42e1-90de-71ecd04d1afb" alt="" width="375"><figcaption><p>Select your Reporting Hub App Service</p></figcaption></figure>
{% endstep %}

{% step %}

### 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**.

<figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2FlllFX7sHFyBvCjBy7Kak%2FScreenshot%202026-08-25%20134806.png?alt=media&amp;token=4f4e0926-0f5c-414a-9da3-b70c3ae04f5a" alt="" width="375"><figcaption><p>Verify this is the name of your Reporting Hub Resource Group</p></figcaption></figure>
{% endstep %}

{% step %}

### Select your PostgreSQL server.

* **Existing server:** select it from the dropdown, then select **Next**.
* **New server:**&#x20;
  * 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**.

<figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2FOKbsTRaQqa00pFXiuQsO%2FScreenshot%202026-08-25%20134902.png?alt=media&amp;token=7b7e628e-d3f9-435f-b557-ef87b5233b57" alt="" width="375"><figcaption><p>Create a PostgreSQL Server and Database</p></figcaption></figure>
{% endstep %}

{% step %}

### Select your Azure OpenAI Service

* **Existing service:** select it from the dropdown, then select **Next**.
* **New service:**&#x20;
  * Select **Add New.**&#x20;
  * Choose a **Region.**
  * Enter an **Azure OpenAI Service Account Name**
  * Select **Next**.

<figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2FFwsuS4sbOHSMnECbK9jG%2F6%20select%20openai.png?alt=media&amp;token=2f6dc2ea-5390-419e-9dca-e1623c994c82" alt="" width="375"><figcaption><p>Create an Azure Foundry/OpenAI Service</p></figcaption></figure>
{% endstep %}

{% step %}

### Review the deployment checks and select Next.

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

<figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2FYMKD9aampZf4G2XDs22g%2Fimage.png?alt=media&amp;token=842c66b7-b073-4dc6-837f-04758fa1a723" alt="" width="375"><figcaption><p>Checking Deployment</p></figcaption></figure>
{% endstep %}

{% step %}

### 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.

<div><figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2FwZpQRRhjOlVqPUY8geQe%2F9%20checking%20bi%20genius%20app.png?alt=media&amp;token=2287c410-b7ba-47b7-8b9e-a1914786f673" alt=""><figcaption></figcaption></figure> <figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2FmnfUsk3xgraiHz7VZmbL%2F10%20success.png?alt=media&amp;token=d1021969-e956-4297-89b6-a78d858d219c" alt=""><figcaption></figcaption></figure></div>
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
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](https://support.thereportinghub.com/) so we can assist in the resolution.
{% endhint %}

## 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.

{% content-ref url="/pages/NAoSwQdnIvvf1FL2tv2S" %}
[BI Genius Enable Power BI Service Settings](/bi-genius/bi-genius-deployment-step-by-step/bi-genius-enable-power-bi-service-settings.md)
{% endcontent-ref %}

## 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.&#x20;

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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