Self-Serve Guided Install

Getting Started

Installing Reporting Hub 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.

Please review the checklist below before getting started:

• You have an active Azure Pay-as-you-go subscription.

• You have Global Admin and Subscription Owner roles within your Azure subscription to complete the installation.

• You have a Power BI online account.

• You are agreeing to install the required Azure services.

• You agree to the following Azure services setup conditions:

Ready to Get Started? Click the link below and follow along!

Click Here to Begin Installation

Follow Along With Our 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 or create a new resource.

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.

   

   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 and Azure Subscription from the dropdown list and click Next.

   If the Select Subscription used for the Reporting Hub dropdown is empty, you may not have Subscription Owner permission for any Azure Subscriptions.

   
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 you are using existing Azure resources instead of creating new ones, select the Resource Group that those resources belong to.

   • If adding a new Resource Group, select Add New from the dropdown list and fill in the required fields; then click Next.

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

   1. If using an existing App Service,

      1. Select the App Service.

      2. Then, select an existing App Service slot or select Add New from the dropdown list.

      3. Then, click Next.

   2. If adding a new App Service,

      1. Select Add New and fill in the required fields.

      2. Then, click Next.

1. 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.

   1. If selecting an existing Azure SQL server:

      1. Select it from the dropdown menu

      2. 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. Note that any data will be overwritten in an existing database.

   2. If adding a new SQL Server:

      1. Select Add New from the dropdown list

      2. Name your SQL Server and Database

      3. Click Next.

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

   1. If selecting an existing Capacity, select it from the dropdown list and click Next.

   2. If adding a new Capacity

      1. Select Add New

      2. If you wish to deploy an F2 Fabric Capacity, check the box. Leave it unchecked if you want to create an A1 Embedded Capacity.

      3. Name your capacity and select Next.

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

   1. Name your application and service principal. Consider incorporating "app" and "SP" into your naming conventions to clearly define them.

   2. Select your default authentication scheme from the dropdown list, then click Next.

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

   1. If selecting an existing Translator, select from the dropdown menu and click Next.

   2. If adding a new Translator:

      1. Select Add New

      2. Name your Translator

      3. Click Next.

1. 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. Following successful completion of the Azure services, click Next.

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

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

2. The installer will then run a series of checks and start your new Reporting Hub application.

   1. If successful, you will receive a success message with the URL link to your application. Click the link to access your application.

   2. If unsuccessful, you will receive a failure message; contact [email protected] so we can assist in resolution.

      

      

Next Steps: Power BI 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 finish your deployment of the application

The following content is provided here as a reference if needed during the installation. If you have successfully deployed your application, move on to the Power BI Service Settings link above.

Azure Services Configuration Settings

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.

All of the Azure services need to be in the same Azure subscription. All of the Azure services except for the Translator need to be in the same resource group, which you will be prompted to select during installation. They do not need to be in the same region.

Deployment Failure: Location Not Available

Recently, there have been periodic limitations imposed by Microsoft on resource creation in several Azure locations, especially for Azure SQL Servers in the US. If you attempt to deploy in one of the affected locations, your deployment may fail and you will receive an error that says the location is not accepting creation of new resources at this time, like the screenshot below.

If you encounter this error, you can manually create the resource in another region and reinstall, or you can delete the resources that were created in your last installation and attempt a fresh installation in another region. Before doing either, you should delete the Entra ID objects that the failed installation created.

Deleting Reporting Hub Entra ID Objects

To delete the app registration and security group that the failed installation created, follow the instructions below.

1. In the Azure portal, go to Microsoft Entra ID. Under the Manage heading, select App registrations. Select All applications, select your Reporting Hub app registration and Delete.

2. Navigate back to Microsoft Entra ID. Under the Manage heading, select Groups, then All Groups, and search for the Reporting Hub security group that was created during the installation. Select it and then select Delete.

Option 1: Creating a Resource in Another Region

In the Azure portal, create the same type of resource that failed to deploy. For example, if the SQL Server failed, you'll need to create a new SQL Server in Azure. The configuration guidelines for creating the resources can be found in the Azure Services Configuration Settings. Be sure to create the resource in the same Azure subscription and resource group as the other Reporting Hub resources were created.

We recommend creating the resource in the closest available location to your other Azure resources. For example, if your other resources are in East US but you cannot create a SQL server in that location, choose East US 2 for your manual creation.

Once you have created the resource, run the Reporting Hub installer again and select any existing Azure resources along with the resource you have manually created.

Option 2: Installing All Resources in Another Region

If you'd prefer all of your Azure resources to be in the same region, you can delete all of your Reporting Hub resources, determine which location you'll reinstall in, and run the installation again.

Deleting Reporting Hub Resources

If all of the Azure resources you created during your previous installation are in their own resource group, you can simply delete the resource group in the Azure portal. Otherwise, you can delete them individually.

Check Location Availability

Before you attempt another installation, you can check location availability on the Azure portal by starting to create a resource and select the desired location. If the location is unavailable, there will be an error message saying so.

For example, if you try to create a new SQL Server in the Azure portal in an unavailable region, you will see a message saying, "Your subscription does not have access to create a server in the selected region." See the screenshot below for an example.

Reinstall

Use the Reporting Hub installer to create all of your resources again in the new location you have chosen.