DataSelf System Requirements

From DataSelf Knowledge Base
Jump to: navigation, search


Hardware and Software requirements for client and server side software. Includes generic guidelines for sizing hardware for small, medium and large server installations.

DataSelf Client Software (for all deployments)

DataSelf Client Software are tools for accessing, modifying and/or creating reports and dashboards. Here are examples: DataSelf Desktop, DataSelf Creator/Explorer/Viewer users, Tableau Desktop, Tableau Server/Online users, MS Excel, MS Power BI, Crystal Reports and Report Authoring tools from MS Reporting Services.

  • Web Browsers: Chrome on Windows, Mac, and Android 4.4 or later. Microsoft Edge & Internet Explorer 11 on Windows. Mozilla Firefox & Firefox ESR on Windows and Mac. Apple Safari on Mac and iOS 8.x or later.
  • Mobile device apps: iOS and Android Apps, available at the Apple App Store and Google Play Store, respectively.
  • Windows: Microsoft Windows 7 or newer (64-bit); Microsoft Server 2008 R2 or newer; Intel Pentium 4 or AMD Opteron processor or newer (SSE2 or newer required); 2 GB memory; 2GB minimum free disk space.
  • Mac: iMac/MacBook computers 2009 or newer; OS X 10.10 or newer; 2GB of free disk space.
  • Virtual environments: Citrix environments (non-streaming), Microsoft Hyper-V, Parallels, VMware, Microsoft Azure and Amazon EC2.
  • Internationalization: These products are Unicode-enabled and compatible with data stored in any language. The user interface and supporting documentation are in English, French, German, Spanish, Brazilian Portuguese, Japanese, Korean and Simplified Chinese.

Please contact us for details.

DataSelf Server Software

DataSelf Server Software are tools for the installation, maintenance and management of the DataSelf BI infrastructure (data warehouse and web server). Here are examples: DataSelf ETL, MS SQL Server, DataSelf Server, Tableau Server, and Report Server Administration tools from MS Reporting Services.

Cloud Source Systems

This is available from cloud source systems like Acumatica or Salesforce.

There is NO need to install any DataSelf server-software. We'll just need URL and credentials to extract your data from your cloud system(s).

On-premises or Private-Cloud Source Systems

DataSelf Fully Hosted (data warehouse and Tableau in the cloud)

This deployment requires the installation of a data extractor (DataSelf ETL) on the same network where the main data sources are. DataSelf data warehouse and analytics platform are hosted in DataSelf's cloud.

Minimum Hardware Requirements:

  • 1 CPU core (2 CPU threads), 2GB of RAM, 15GB of free disk space.

Software requirements:

  • Windows Server 2012, 2012 R2 or 2016. Windows 7, 8 or 10 might work for small systems.
  • .NET v4.0 or newer
  • MS SQL Management Studio 2016 or newer. You can download it for free from Microsoft website.
  • Fixed public IPv4 address and reliable internet connection.

DataSelf Hybrid (data warehouse on-premises or private cloud, and Tableau in the cloud)

This deployment requires the installation of a local data warehouse (DataSelf ETL, MS SQL Server and cloud data extractor) on the same network where the main data sources are. The DataSelf analytics platform is hosted in the cloud.

Minimum Hardware Requirements:

  • Very Small Systems (up to 1 million records per extracted table): 1 CPU core** (2 CPU threads), 2GB of RAM, 20GB of free disk space.
  • Small Systems (up to 5 million records per extracted table): 2 CPU cores** (4 CPU threads), 4GB of RAM, 50GB of free disk space.
  • Medium Systems (up to 20 million records per extracted table): 4 CPU cores** (8 CPU threads), 16GB of RAM, 100GB of free disk space.
  • Large Systems (above 20 million records per extracted table): contact us.

Software requirements:

  • Windows Server 2012, 2012 R2 or 2016. Windows 7, 8 or 10 might work for small systems, contact us to discuss.
  • MS SQL Server versions: 2012, 2014 or 2016. Editions: Standard, BI or Enterprise; Express also works for very small systems. DataSelf offers affordable embedded MS SQL Server licenses. The server must have .NET v4.0 or newer and MS SQL Management Studio. Click here for MS SQL Server installation instructions for DataSelf.
  • Reliable internet connection.

DataSelf On-premise or Private Cloud

See also: Information Required to Install DataSelf BI has a checklist of information that installers (or DataSelf staff) will need in order to install and configure DataSelf software.

****** WATCH THIS VIDEO ******

Watch this 3-min video for an overview of the server architecture options: https://youtu.be/9dRUPTgze4o

Software Requirements

Windows Server: versions 2012, 2012 R2 or 2016.

MS SQL Server: versions: 2012, 2014 or 2016. Editions: Standard, BI or Enterprise.

  • DataSelf offers affordable embedded MS SQL Server licenses. Consult us for details.

Important Notes:

  • The server hosting DataSelf ETL must have .NET v4.0 or newer and MS SQL Management Studio.
  • Preferably, please have no applications using port 80.
  • Preferably, please use 64-bit versions of OS and MS SQL Server.

Hardware Requirements

These following specs are guidelines. Please consult us for further guidance.

Notes for Virtual Machines

  • Please deploy the system on a virtual machine environment such as VMWare or HyperV.
  • If you customize your VM environment, be sure it has persistent settings (UMN1, UMN2 and UMN3 must be kept the same).

Proof of Concept and Demo Systems

  • Number of DataSelf users: up to 5 users.
  • Size of tables*: each table in the data warehouse should have up to 5 million records.
  • Suggested minimum specs: 2 CPU cores** (4 CPU threads), 8GB of RAM, 15GB of free disk space. Ex.: AWS EC2 instance type: c5.xlarge.

Small Systems

  • Number of DataSelf users: up to 15 users.
  • Size of tables*: each table in the data warehouse should have up to 5 million records.
  • Suggested minimum specs: a shared or dedicated DataSelf Server with 8 CPU cores** (16 CPU threads), 32GB of RAM, 50GB of free disk space. Ex.: AWS EC2 instance type: c5.4xlarge.
  • Industry best practices recommend two servers, one dedicated for the data warehouse and one for the web server. Data warehouse server minimum specs: 2 CPU cores** (4 CPU threads), 4GB of RAM, 50GB of free disk space. Web Server minimum specs: 8 CPU cores** (16 CPU threads), 32GB of RAM, 25GB of free disk space. Ex.: AWS EC2 instance types: m5.xlarge and c5.4xlarge.

Please consult us for details.

Medium Systems

  • Number of DataSelf users: up to 50 users.
  • Size of tables*: each table in the data warehouse should have up to 20 million records.
  • Suggested minimum specs: a dedicated DataSelf Server with 8 to 16 CPU cores** (16 to 32 CPU threads), 64GB of RAM, 150GB of free disk space. Ex.: AWS EC2 instance type: m5.4xlarge.
  • Industry best practices recommend two servers, one dedicated for the data warehouse and one for the web server. Data warehouse server minimum specs: 4 CPU cores** (8 CPU threads), 16GB of RAM, 100GB of free disk space. Web Server minimum specs: 8 CPU cores** (16 CPU threads), 32GB of RAM, 50GB of free disk space. Ex.: AWS EC2 instance types: m5.2xlarge and m5.4xlarge.

Please consult us for details.

Large Systems

  • Number of DataSelf users: over 50 users.
  • Size of tables*: Tables in the data warehouse with over 20 million records.
  • Suggested minimum specs: two (or more) dedicated servers with 8 to 16 CPU cores** (16 to 32 CPU threads), 64GB to 124GB of RAM, 500GB of free disk space. Ex.: AWS EC2 instance types: r5.4xlarge and m5.4xlarge.

Please consult us for details.


* Size of Tables in the Data Warehouse

  • Typical simple system: Each data warehouse table has the same number of records as the source table. Ex.: The GL Tran table from the source system and in the data warehouse has 4M recs.
  • Multi-company consolidation: Each data warehouse table has the consolidation of records from all source tables. Ex.: GL Tran table from company ABC has 7M recs, from company DEF has 2M recs, then this table in the data warehouse will have 9M records.
  • Historic or archived data: Some systems might have live and historic/archived data in separate tables or even separate databases; the final table in the data warehouse will combine live and historic/archived data. Ex.: Invoice records with 3M recs in the live system and archived invoice records with 26M recs, then this table in the data warehouse will have 29M recs.
  • Merging of data between legacy and new system: The data warehouse can combine historic data from legacy systems with new systems. For instance, merging the sales history from a DOS system with the live sales data from a modern ERP system.


DataSelf Web Server

See Tableau Links below.

Tableau Server

Also known as DataSelf Web Server.

See Tableau Links below.

** Tableau Links

Minimum Hardware Requirements and Recommendations for DataSelf Web Server, Tableau Server