SaaS

BA Insight provides clients a SaaS offering which provides the hosting of BA Insight products, such as SmartHub.

SaaS Requirements

Clients are responsible for providing BAI the following information:

List of Content Source Systems

  • Examples: iManage cloud, Egnyte, SharePoint Online, Teams, Practical Law

Access Details for Content Source Systems

  • Information such as Domain, user account, Client ID, Client Secret, private keys, etc.

Note: The requirements of all content source systems are documented and available.

Example: Egnyte

  • Client ID

  • Client Secret

  • Egnyte Domain URL

  • User account that has READ access to all content that you want to crawl.

Example: SharePoint Online

  • Tenant ID

  • Client ID

  • Client Secret

  • Site URL

Authentication Mode

The mode of user authentication used:

  • Azure AD

  • Federated

  • Windows

  • None (no Auth)

Example: Azure AD

  • App Registration (Reference)

  • Tenant ID

  • Client ID

  • Client Secret

  • Permission Scope

Admin User Account

  • A valid Active Directory user account to sign in to SmartHub (in either format):

    • Domain\user

    • user@domain

VPN Configuration

A detailed VPN document is shared with clients.

The Microsoft Excel file contains:

  • VPN details for the client to provide

  • BAI VPN details

When the client is ready to share the VPN document with complete details BAI will set up a call with the networking teams from both sides to make sure the connection can be established and there are no issues.

VPN Configuration Options

  • Policy-based (for Cisco ASA and Fortigate)

  • Route-based (for Palo Alto, Azure, AWS, etc.)

VPN Specifications

  • VPN used is from Palo Alto

  • VPN is set up for region us-east-1

  • Traffic is initiated from BAI’s side

Summary

  1. VPN configuration reviewed.

  2. Content Sources reviewed for specific requirements:

    1. Can all properties be extracted as desired?

    2. Is security properly honored?

  3. BAI verifies it has:

    1. Authentication information

      1. Example: Azure AD: Tenant ID, Client ID, Client Secret, Permission Scope

    2. Access info for source systems (Examples: iManage Cloud, Practical Law, Teams)

 

SaaS Deployment

To successfully launch a SaaS deployment, the following process is used:

  • BA Insight and client agree on objectives

  • BA Insight guides the client through planning design:

    • Source systems identified and defined

      • Examples: iManage cloud, SharePoint Online, Teams, Practical Law

    • Security Mapping requirements defined by BAI and client

    • Search Infrastructure hardware provisioned by BAI

    • Search infrastructure prerequisites installed by BAI

    • Connectivity established from SaaS to client's premise

      • VPN required. See above.

  • Installation of BAI products

  • Configure Content Sources

    • Examples: iManage cloud, SharePoint Online, Teams, Practical Law

  • Implementation

    • BAI performs a full crawl of the client's source systems

    • SmartHub detailed configuration, including search engines, metadata configuration, branding, etc.

  • Validation and Testing

    • Interface testing

    • Security testing

    • Results/filters testing

    • Testing feedback review and prioritization

    • Client retests

  • Launch!