Content Comparison

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Database installation / update

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1. Create a new Insights database (e.g. "dzreporting") next to the DAM database.
   
   
2. Create a new SQL server login (e.g. "insights").
   You can use any authentication you want (Windows/SQL), but it should have the following properties:
   1. Default database = "dzreporting" (database created in 1)
   2. Under User Mapping set  "db_owner, public" for the insights database, and "db_datareader" for the DAM database.
      
      
3. Unblock and unpack the database zip file into a local folder.
   
   
4. Edit the file "Digizuite.Insights.DbUpgrade.exe.config" with a text-editor and change to match your setup:
   1. ConnectionString (use credentials created in step 2).
   2. DAMDatabaseName
      
      
5. Run the executable "Digizuite.Insights.DbUpgrade.exe" and inspect the output (optionally using the created 'log.txt').

Power BI 

The visualizations are delivered in a PBIX file that contains all new features and fixes.
Steps 1-5 are only necessary for new installations. If performing an update you may skip to step 6. 

1. Create a Power BI PRO account and login ( or use get an existing).
   
   
2. Install Download and install the Power BI Desktop gateway on any computer (recommended is the SQL server).
   https://powerbi.microsoft.com/en-us/desktopgateway/
   
   
3. Open the PBIX file Setup the Gateway using the Power BI account and ensure that the data source is correct for the Insights database:is is available in Power BI settings afterwards.
   The credentials must define "db_datareader" in both the Insights and DAM database.
   The credentials may be restricted to the SELFSERVICE schema in the Insigths database..
   See: File→Options and Settings→Data source settings
   Publish to Power BI.
   Download and install the Power BI gateway on any computer (recommended is the SQL server).
   https://powerbi.microsoft.com/en-us/gateway/
   Setup the Gateway using the Power BI account and ensure that is is available in Power BI settings afterwards.
   You must use the same data source settings as defined used in step 36.
   
   
4. Go to the DataSet in Power BI and enable desired schedule for updating the online cube.
   While it vary by installation and data, it is recommended to schedule updates 2 times a day maximum.
   If the schedule requires more frequent updates, it is recommended to setup the Insights solution with a datawarehouse. 
   
   
5. Optional: Install Power BI Mobile:
   Desktop on any computer (recommended is the SQL server).
   https://powerbi.microsoft.com/en-us/desktop/
   
   
6. Open the PBIX file and ensure that the data source is correct for the Insights database:
   See: File→Options and Settings→Data source settings
   The credentials must define "db_datareader" in both the Insights and DAM database.
   The credentials may be restricted to the SELFSERVICE schema in the Insigths database..
   You must use the same data source settings as used in step 3.
   
   
7. Publish to Power BI.

Self-service access 

To setup self-service access you need to create a SQL login that defines:

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