SmartHub with SharePoint Online Prerequisites

Deployment Topology

The following is an example of SmartHub as it lives within a network topology.

Installation Prerequisite Checklist

Requirement

Description

Completed 

SmartHub Server


Operating System Microsoft Windows Server
  • 2012 and 2012 R2: 64-bit
  • 2016
  • 2019
  • 2022

¨ (Complete)

Windows Roles and Features Must have Web Server(IIS) role enabled with the following Roles selected:
  • Common HTTP Features
  • Health and Diagnostics
  • Performance
  • Security
  • Application Development
    • .NET 3.5
    • .NET 4.6
      • ISAPI Extensions
      • ISAPI Filters
      • WCF Services
        • HTTP Activation
  • .NET Framework 4.6 Features
    • WCF Services
      • HTTP Activation

¨ (Complete)

.NET Framework
  • .NET Framework v4.7.2 required for Windows Server versions: 2012, 2016, 2019
  • .NET Framework v4.8 required for Windows Server 2022 (included with Windows and used automatically, by default)

¨ (Complete)


Service Account (domain\user)

Local or network service account used to run the SmartHub Application pool in IIS

  • Must be in the format domain\user
  • Requires read/write access to the directory SmartHub is installed in.
Account credentials: (domain\user)

Installation Account (domain\user)

Account used to install SmartHub

  • Must be in the format domain\user
  • Must be local admin on machine
  • Requires read/write access to the directory SmartHub is installed in.
Account credentials: (domain\user)
Supported Web Browsers

  • Google Chrome
  • Chromium-powered Edge
  • Other browsers unsupported*

*Unsupported Web Browsers

Other web browsers may work with SmartHub, such as:

  • Microsoft Edge (legacy)
    • To check your version of Edge, go here.
  • Firefox
  • Safari

These browsers are not officially supported by BA Insight.


Analytics Index 


Elasticsearch 7.10

Secured or non-secured Elastic configurations supported.

Note: The Elasticsearch index used for the SmartHub data does not have to be the same instance use for the search index (backend).

For assistance installing a single-node instance of elastic, see: How to Install Elasticsearch for Analytics

Elasticsearch URL:

Elasticsearch Username:

Elasticsearch Password:

Kibana 7.10

Kibana must be configured to use the above Elasticsearch index. 

Supports secured or non-secured Kibana configurations

For assistance installing Kibana and running as a windows service, see: How to Install Kibana for Analytics

Kibana URL:

Kibana Username:

Kibana Password:

NLQ Services (Optional)

  • LUIS (v2 API)

  • RASA v1.9

  • Amazon Lex

Only one NLQ service should be configured.

Supported NLQ/AI Engines:

  • LUIS - Access to a LUIS instance if using the NLQ feature
  • RASA
  • Lex

For more information see:

Service Endpoint:


Service Key (LUIS only):

Search Engine 

SharePoint Online

SmartHub supports SharePoint Online as a search index.

SharePoint Online URL:

SharePoint Online Username:

SharePoint Online Password:

Network Requirements




DNS entry for SmartHub site

This can be either an internal, or an external (public) DNS entry.

Entry can point to VIP / F5 / Load Balancer / other network device.

Requests should be routed to IIS on the SmartHub server over the chosen ports.

DNS name / URL for SmartHub:
SSL Certificate If running SmartHub over SSL (recommended), a signed SSL certificate for that DNS name (or appropriate wildcard cert) is required.

Certificate name:

Passphrase (if required):

Internal Network Connectivity

The SmartHub server must have network connectivity to the following:

  • Analytics Index
  • Search Index
  • RASA NLQ Service (optional)

Verified:

  • Elasticsearch service (see Analytics Index, above)
  • Kibana service (see Analytics Index, above)
  • Search Index
  • RASA NLQ Service (optional)
External Network Connectivity Network connectivity from the SmartHub server to the following Microsoft Azure services is required if you use the service(s):

Verified:

  • AzureAD (optional)
  • SPO / Graph API (optional)
  • LUIS NLQ Service (optional)