Prerequisites: SmartHub with SharePoint 2013/16/19/SPSE

Installation Prerequisite Checklist

Prerequisite Requirement Description Completed 
SmartHub Server: OS

 Operating System Microsoft Windows Server
  • 2016
  • 2019
  • 2022

  • SharePoint Server Subscription Edition (SPSE)

SmartHub Server: Windows Roles/Features Windows Roles and Features Must have Web Server (IIS) role enabled with the following options and features 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

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)

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).

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.

 
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:

Service Endpoint:


Service Key (LUIS only):
Search Engine
SharePoint 2013/16/19/SPSE

SmartHub 6.0 supports the following versions of SharePoint On-Premise:

  • 2013 SP1 with Enterprise CAL
  • 2016
  • 2019
  • SPSE

SharePoint URL:

SharePoint Username:

SharePoint 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 certificate) 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)