Enterprise Edition FAQ

Installation

1. Is there any installation required for the enterprise edition?

For the SaaS version, there is no installation required. Inforiver, however, requires certain permissions to access resources in your organization which must be granted by the O365 admin. Steps to be followed are outlined here.
In case of data security concerns, you can self-host within your network in a private azure tenant for which you have to deploy our solutions from the Azure Marketplace.

2. Can Inforiver walk us through the setup and administrative processes of the product?
Yes, we will provide walk through in our initial discovery call and we will help your deployment team as required.
3. What documentation will Inforiver provide on the installation and maintenance?

We will provide installation and maintenance/upgrade guide on purchase.

4. How does the login process work for the admin app/console?
Microsoft AD based login and Username; password-based login can be done. Only a user who has admin role in Inforiver Workspace can perform administrative UI functions.
5. What access would Inforiver (company) require to the Inforiver (product) container/VM installed within our Azure?

We don't need any access. We can get together with your Deployment team and guide them through the entire process.

6. What are the communication requirements for the container/VM?

All communications would be done on top of https protocol itself.

7. Would this Azure container/VM require to be exposed to outside internet?
Yes, internet connectivity is required for proper functionality. Inforiver on-app premise services requires outbound connectivity to Power BI, Azure AD and Container Registry Service.
8. What ports would need to be opened?

Only the outbound 443 port needs to be opened. All incoming ports except 443 and other outbound ports can be closed.

9. Will any data be transported outside of the direct control of our organization?
Your organization would have the direct control of the entire data. We don't transport any data to any of our servers. Data can be moved to supporting user configured services from your org like Writeback database tables, OneDrive, SharePoint, SMTP etc.
10. Is there any possibility of running this off AWS, EKS/ECS or on-prem Kubernetes?
Unfortunately, it is not possible right now. But we are looking for other platforms too.
11. At what stage of implementation will we perform a sizing evaluation?
Before rolling out to the entire company or UAT is completed, we would be able to perform a sizing evaluation and provide proper recommendations.
12. What capabilities does Inforiver have around role-based security models?
The access is regulated at the granular level and access controls are managed and monitored from Azure PIM.
13. How long are the transaction logs available for?
30 days which is configurable after deployment through Azure Portal.
14. How does the transport layer work between Power BI cloud and the Inforiver product?
We utilize SSL/TLS 1.2 to establish a secure communication between Inforiver and Power BI Cloud. The connection establishment and data transfer processes done as latest Power BI SDK.
15. How frequently do you expect the product to be updated?
We are currently on monthly release cycles; we might be shifting to quarterly releases in the future.
16. How is the Inforiver update sent to our Azure subscription (pull/push/automated)?
Unfortunately, it is not possible right now. But we are looking for other platforms too.
17. Do we need to be on a Power BI Premium workspace for the enterprise functionality to work? 
We don't have any requirements on Power BI capacity ​for the enterprise features. One limitation that shared capacity customers might have – if they use scheduler and want to perform refresh dataset more than the allowed limit (8 times a day), it wouldn't work.
18. Is it possible to email group mailboxes?
Yes, they can specify any email address in the subscription.
19. Is there a particular type of server required server to be hosted within our environment?
We are using Azure Native cloud services. There is no VM based deployment.
20. How is data sent to this server (authentication, network protocol)? Also, how is the commentary authenticated in Power BI? Azure AD?
Data is sent through HTTPS protocol and every call would be authenticated through Microsoft Login or username: password-based login.
21. What are the prerequisites for Inforiver On-Premise?

The platform requirements are as below:

Existing Azure Subscription: A subscription trusts Azure AD to authenticate users, services, and devices.

New Azure Resource Group: new Azure group will grant the access at resource group level- which makes it simpler to manage and provide greater visibility.

New Azure AD Application: User will use their domain-based credential to sign in so that users will have a single identity that they can use to access their On-Premise version.

SMTP Service Credentials: To enable email notification in the Management console user needs SMTP service credentials.

SMTP Prerequisites

SMTP Host/Server Address: An SMTP email server will have an address (or addresses) that can be set by the mail client or application that user is using and is generally formatted as smtp.serveraddress.com

SMTP Username: User must mention full email address as SMTP Username, and email password as the SMTP password in mail configuration settings/coding

SMTP Password: The SMTP password is the same as web password, unless user is using 2SV. Use smtp.gmail.com, port 465, SSL or port 587/STARTTLS

SMTP Port: SMTP is used to set up communication rules between the servers

Inforiver License Key: Prevents Illegal Use of Software. it is a unique string of characters and numbers provided by Inforiver on purchase of the product. A user must agree to the terms of the license when acquiring the software.

22.What are the resources needed in Azure for deployment?

We need the following resources in Azure: 

  1. Azure Web App Service and Plan
  2. Azure Kubernetes Service and its dependent Resource Group 
  3. Azure SQL Server and Database
  4. Azure Storage Account
  5. Azure Cache for Redis
  6. Azure Blob Storage
  7. Virtual Network and Subnets
  8. Private Links and Private Endpoints
23. What would be the Azure cost to maintain the services?

ricing would be based on the estimation here.

24. How does product support work with Inforiver Enterprise (On-Premise)?

You can purchase enterprise as a paid add-on and is meant for enterprises that require faster turnaround times and assurance. For more details, refer to https://inforiver.com/support/.

Commenting

1. What are the collaboration options available?

Inforiver supports collaboration with other users through real-time commenting, email notifications, and commentary digests.   

Users can post, reply, and mention users; email notifications are sent on reply and mentions. Authors can restrict access and decide who can post comments in the visual. Comment digests can be scheduled at custom intervals which summarizes all comments made between each run. 

2. Can I notify users using comments?
Yes, users can be notified using commenting. @ can be used to lookup the list of users from one’s organization.
3. Can users add comments in read mode of the report?
Yes, comments can be added in the read mode. The main difference between the edit mode and read mode is the ability to configure additional settings such as restricting access, enabling public commenting and scheduling summary digests.
4. Can users add comments in embedded reports?

Inforiver supports ‘Public Commenting’ where users external to the organization can login in read mode using their Gmail, LinkedIn or Twitter email ID and add comments.

5. When are the users notified?
Users receive email notifications when someone responds to their comments, mentions, or assigns a task to them.
6. Is it possible to write back the commentary to the server?

Yes, you can writeback notes and comments to databases, shared drives, or URL. These are the destinations we support at the moment –

  • Database – Snowflake, Azure SQL server, Postgres, MySQL
  • OneDrive and SharePoint – Writeback file as a CSV to the selected folder.
  • URL – HTTPS post with the CSV as payload to a configured endpoint
7. How are notes different from comments?
Notes are static texts that do not capture user details. Commenting is a collaboration feature where multiple users can converse over a common thread and the user details and time stamps are recorded. Both notes and comments can be written back to csv, databases etc.
8. What are the governance options available?
Report authors can limit commentary access to specific users within the domain – this ensures that only those users will be able to view/post comments. Report authors can also delete comments added by other users as necessary or delete all comments.
9. Is there an option to get comments through periodic emails?
You can configure comments digest for users within the domain – a scheduled summary of the comments at a specified frequency.

Scheduler

1. Is it possible to schedule reports to email or other destinations like OneDrive?
Custom scheduling of reports to email and other external destinations like OneDrive, SharePoint and Teams is supported. Burst and broadcast of paginated reports honoring row-level security (RLS) is also possible.
2. Is there an ability to burst report using scheduling?
Yes. With Inforiver Enterprise Edition (either as SAAS or On-Premise) – you can setup comprehensive schedules, multiple destinations and multiple output types (Excel, PDF, Image) for bursting your paginated reports.
3. Should the scheduler be set by the report admin, or by the end user?
Both the admin and end user can schedule reports.
4. Is the periodical reporting limited to only the Inforiver visual? Can other Power BI visuals be included in scheduler?
It is currently limited to Inforiver Matrix and Charts visuals.
5. Can I export all tabs of a Power BI report into excel as workbook with multiple tabs?
Multiple tabs of a power BI report with Inforiver visuals can be exported as a merged PDF. Exporting as excel workbook with multiple tabs is on the roadmap.
6. Can we set up filter rules for the paginated reports? Person A gets Page 1, Person B get page 2. One Report going to multiple different users based on filter criteria?
Yes. With the built-in page break feature in Inforiver – Our scheduler can handle this feature differently so that the same report could be sent to different individuals based on the page break criteria.
7. When creating a schedule, there's an option to define filters. Is there a way to call/reference the filter on the Email subject or body?

Yes, report filters can be included in the email subject/body – refer post for more details.

8. Can I manually email the paginated reports without requiring Enterprise Edition?
Yes. With the Premium Edition – You could manually download the Paginated Inforiver PDF Export and you could manually email your recipients.
9. What are the data volume limitations?
Inforiver is optimized for 30,000 rows or about 1,000 pages long. Inforiver is suited for highly visual and formatted paginated reports and not recommended for large data volume extract type reports.

Writeback

1. Can I write back the data from Inforiver to my data source?

Inforiver writeback allows users to post the data and comments from the visual to a supported destination. We currently support writeback to

  • Database – Snowflake, Azure SQL server, Postgres, MySQL, BigQuery
  • OneDrive and SharePoint – Writeback file as a CSV to the selected folder.
  • URL – HTTPS post with the CSV as payload to a configured endpoint
2. Is there a limitation on the record count for writeback?
Yes, there is a limit of 30,000 rows for performance reasons.
3. Does row level security work with writeback? And append to the same table?
Yes, you can utilize Power BI Row Level Security (RLS) to restrict data access. Append to the same table is also supported.
4. Can we write back only comments?
Only Cell Level Notes and comments are written back. Comments in categories or column headers are not supported. You could use the settings filter option to send only comments.
5. Is it possible to writeback only the updated values?
Yes. You can do this by using the ‘writeback only changes’ option.
6. Can we version the writeback data in the destination?
Yes. For folder destinations, on creating a new version a new writeback version file will be created. For databases, the writeback version column will be incremented to indicate a new version. Updating the same version which overwrites/replaces the data is also supported.
7. What are the data volume limitations?
It is optimized for 30,000 rows, but it is subject to vary based on destination and mode of writeback (delta vs filter or collaborative).
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About Inforiver!

Inforiver delivers the fastest way to build collaborative reports in Power BI through a seamless low-code / no-code experience. The product is developed by Lumel Technologies, which has a decade of experience in building visualization products including ValQ, xViz and BI Hub.
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