Prerequisites: SmartHub with SharePoint Online

Installation Prerequisite Checklist

Prerequisites	Requirement	Description	Completed
SmartHub Server: OS	Operating System	Microsoft Windows Server 2012 and 2012 R2: 64-bit 2016 2019 2022	(Complete)
SmartHub Server: Windows Roles/Features	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)
SmartHub Server: .NET Framework	.NET Framework	.NET Framework v4.7.2 Required for Windows Server versions: 2012, 2016, 2019 .NET Framework v4.8 Required for Windows Server version: 2022 Included with Windows (used automatically, by default)	(Complete)
Accounts: Service	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)
Accounts: Installation	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: Elasticsearch Index	Elasticsearch 8.1.2	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:
Analytics: Kibana	Kibana 8.1.2	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 Analytics Applications	Kibana URL: Kibana Username: Kibana Password:
Haystack Service (Optional)	Haystack Service is required for the Questions and Answers feature.	We recommend Haystack be deployed to a separate server/resource so SmartHub performance is not negatively impacted. An Elastic Index is required Python v3.7 Torch v1.10.2 Microsoft Visual C++ 2015-2019 is required XPdfReader Supported Haystack versions: v1.9 only - for more details see: How to Install Haystack
NLQ Services (Optional)	LUIS (v2 API) RASA v1.9 Amazon Lex CLU	Only one NLQ service should be configured. Supported NLQ/AI Engines: LUIS - Access to a LUIS instance if using the NLQ feature. Support for LUIS is deprecated and will be removed in a future release. RASA Lex CLU For more information see: LUIS documentation RASA documentation Lex documentation CLU documentation	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	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:
Network Requirements: SSL Cert	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):
Network Requirements: Internal	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)
Network Requirements: External	External Network Connectivity	Network connectivity from the SmartHub server to the following Microsoft Azure services is required if you use the service(s): Azure Active Directory (AAD): If you use AAD for authentication. SharePoint Online/ Graph APIs: If you use SharePoint O365 as a user profile provider. Access to LUIS endpoints: If you use the LUIS NLQ Service.	Verified: AzureAD (optional) SPO / Graph API (optional) LUIS NLQ Service (optional)