Generic ETL Install - Combined

Generic ETL+ installation instructions for all data sources and data warehouses located on various servers.

Instructions NOT Included

These instructions are not addressed to specific data sources or configurations for hosting DataSelf’s data warehouse.

This guide does not include specific instructions such as: since your ERP is Sage 100 using Providex, you will need to set up an ODBC DSN on this server.
These instructions do not include (so far at least) how to instructions such as how to run the installer .msi file and answer it’s prompts.

ETL+ Software
- Product registration information. See DataSelf ETL+ Pre-Installation or contact your DataSelf IT consultant.
- DataSelf ETL+ Installer. See DataSelf ETL+ Download Links
Window User Credentials. The person doing the install must have a user with local Windows Admin rights in order to install the ETL+ software and agent.
Static / Fixed IPv4
Server where ETL+ will be installed has a Static (or Fixed) IPv4
Server Hardware & Software Requirements.
Server meets the requirements listed at https://kb.dataself.com/ds/dataself-etl-minimum-system-requirements#DataSelfETL+MinimumSystemRequirements-MinimumHardwareandSoftwareRequirements.
Connection to data source
For instructions about specific data sources see ETL+ Data Source List for information about credentials, connections to the data source files or data bases, ODBC connection, etc.
Connection to MSSQL.
Connection to Microsoft SQL Server hosting the Data Warehouse.
SQL credentials to data warehouse.
SQL user and password to the database on Microsoft SQL Server hosting the Data Warehouse

Your IT representative also needs to make the decision about which Server User will run the ETL+ Agent service.
They also need to make the decision about which Server user will run the Agent service (that schedules the refreshes)
What time to run the nightly data load (after batches are posted and any server backups etc are completed)

Who will be the Site Admin for the Tableau reporting site.
The Site Admin can add additional users and control their security permissions to different data templates. Usually, you want that to be yourself or an active Tableau user, since it uses one of your Tableau user licenses.

A DataSelf IT Consultant will schedule a screen sharing session to the installation server and will assist you in the ETL+ installation.