Self-Serve Guided Install

Install and deploy the Reporting Hub with our guided install service

Get Started with a 30-day Enterprise tier free trial. No-obligation, No Credit Card required. Please note: Azure services costs may still apply.

Getting Started

The Reporting Hub web application and required Azure services can all be fully deployed by following our guided installation service. Please review the below checklist before getting started:

Azure Services Setup Conditions: Any and all Azure services are not included within your Reporting Hub 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. All Azure services are administered via your Azure Portal.

Once you're ready to get started click on the below link and follow the guided install instructions:

Click Here to Install the Reporting Hub

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

Installation Guided Tutorial

The tutorial below outlines the step-by-step process to install and deploy the Reporting Hub and associated Azure services within your Azure environment. For each Azure resource you will have the option to select an existing resource if you already have one created or create a new resource if one does not already exist. If using pre-existing services, please also reference the Azure configuration requirements documentation.

Installation Steps

  1. Grant Application Admin Consent: after signing in, you will 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 Reporting Hub web application within your Azure environment. You must grant consent to proceed and complete the installation.

    Please note: the Reporting Hub Installer is a Microsoft 'verified' application and Shift Analytics Inc. is a Microsoft ISV Partner as identified on the Admin Consent page. This admin consent can be revoked at anytime following deployment via your Azure Portal.

  2. Start by selecting your Azure Subscription from the drop down list and click Next.

  3. Next, select your Azure Resource Group. You will be presented the option to either select an existing Resource Group or add a new Resource Group.

    • If using an existing Resource Group, select it from the dropdown list and click Next.

    • If adding a new Resource Group, click Add New, fill in the required fields then click Next.

  4. Select your Azure App Service. You will be presented the option to either use an existing App Service or add a new App Service.

    • If using an existing App Service, select the App Service, then select an existing App Service slot, or click Add New from the dropdown list and click Next.

    • If adding a new App Service, click Add New, fill in the required fields then click Next.

    Please note: The minimum App Service tier required is a B1 Basic Service Plan. The Free or Shared plans WILL NOT support the application. If you attempt to use the Free (F1) or Shared (D1) plan the installation will fail.

  5. Select your Azure SQL Server & Azure SQL Database. You will be presented the option to either select an existing SQL Server or add a new SQL Server.

    • If selecting an existing Azure SQL server, select from the drop down menu, then select an existing database or create a new database. You will be asked to enter your SQL Server credentials if you're accessing an existing database.

    • If adding a new SQL Server, click Add New, name your SQL Server and Database, then click Next.

  6. Select your Power BI Embedded Capacity. You will be presented the option to either select an existing Embedded Capacity or add a new Embedded Capacity.

    1. If selecting an existing Capacity, select from the drop down menu and click Next.

    2. If adding a new Capacity, click 'Add New', name your Capacity then click Next.

  7. Register your Azure AD Application and Service Principal and select your default Authentication Scheme.

    1. Name your application and service principal.

    2. Select your default authentication scheme from the drop down then click Next.

    Please note: if your organization uses Multi-Factor-Authentication (MFA), you must ensure you select the Microsoft SSO option. Your authentication scheme can be updated at any time following deployment. For more info on authentication options, please visit Authentication Admin.

    IMPORTANT: Ensure you take note of your Application name and Service Principal name as you will need this later when granting access within the Power BI Service.

  8. Select your Azure Translator. You will be presented the option to either select an existing Translator or add a new Translator.

    • If selecting an existing Translator, select from the drop down menu and click Next.

    • If adding a new Translator, click 'Add New', name your Translator then click Next.

  9. The installer will now run a series of checks and deploy your new services and/or connect with your existing services. Each service will return a result of "Done" if successful, or "Failed" if unsuccessful. If there are any failures please contact support@thereportinghub.com so we can assist in resolution. Following successful completion of the Azure services, click Next.

  10. You will be prompted to grant application admin consent for your new Reporting Hub Azure AD Application. This consent allows your Reporting Hub application to access your Microsoft tenant and Power BI.

    Please note: This subsequent admin consent is to grant permission for your deployed application instance of the Reporting Hub to access your Microsoft tenant details including Power BI. It will show as "unverified". This is the expected result given you have yet to verify your application. Please reference Microsoft's documentation for more information on how to verify your application if desired: Mark App As Publisher Verified

  11. After providing consent, the Reporting Hub application installation will be initiated. This step may take several minutes depending on your Azure Region.

  12. The installer will then run a series of checks and start your new Reporting Hub application. If successful, you will receive a success message and be provided the URL link to your application. If unsuccessful, you will receive a failure message and contact support@thereportinghub.com so we can assist in resolution.

Power BI Admin Configuration

After you have completed the installation of the Reporting Hub application and Azure services, you will need to ensure Power BI is configured correctly to allow permission to the Reporting Hub.

Please follow the two guided tutorials to properly configure your Power BI settings:

Azure Services Configuration Settings

Please note: this section only applies if you're using pre-existing Azure services. If you are creating new services as part of the guided installation process, you can omit this section as the installer will ensure these services are configured correctly.

Below are the minimum Azure service requirements and configuration details required for the Reporting Hub application. All Azure services can be additionally scaled as required based on your needs.

Azure SQL Server
  • Authentication method is set to use both SQL and Azure AD authentication

  • Set Azure AD admin => choose an AAD user (the RH app sets the current user)

  • Server admin login and password

SQL Server Firewall Settings:

  • Public network access is set to Selected networks

  • Allow Azure services and resources to access this server is set to Enable

Azure SQL Database
  • Set subscription and resource group

  • Compute + storage is set to Basic tier (DTU)

Azure App Service
  • Set subscription and resource group

  • Runtime stack is set to .Net 6 (LTS)

  • SKU and size is set to Standard S1

  • Platform is set to 64 Bit

  • FTP state is set to All allowed

Azure Translator
  • Set subscription and resource group

  • pricing tier is set to Free F0

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