How to Configure Your Server for Discovery Hub


This document covers the overall requirements needed to begin using Discovery Hub on your system.

Complete the following steps to properly configure your system. Click the links to jump to each section.

  1. Select Desired Server Configuration
  2. Review and Select Recommended Hardware
  3. Ensure System Meets Minimum Software Requirements
  4. Create Necessary Users
  5. Define a Security Group
  6. Configure System Security Permissions
  7. Download and Install Discovery Hub

1. Configuration

The diagram below represents the database configuration on your server once Discovery Hub has been installed and configured. 




Discovery Hub can be set-up in multiple configurations which are detailed below.

Dedicated BI Server (Recommended)

In this set-up Applications and Databases are placed on the same server and will handle the full ETL (Extract-Transform-Load) process internally on a single machine.



Separate Application and Database Servers

In this configuration, the BI Application server will handle the full ETL process but will use external data storage on the BI Database server. It is important to consider the additional network traffic produced by this configuration.


2. Recommended Hardware

There are no minimum hardware requirements for Discovery Hub beyond that which is required by MS SQL Server. If you have an existing BI server, this a great place to start.

3. Minimum Software Requirements

Please consult the Discovery Hub Prerequisites article for the minimum software requirements for Discovery Hub.


Steps 4-6 list the recommended user and security configuration

4. Users

Create the following Active Directory user profiles (Use existing user profiles for existing users).

  1. One user for each Discovery Hub developer.
  2. One "TXService" User account used for the Discovery Hub Server and Scheduler Services. This is necessary to enable multiple environment migration and scheduled execution.

5. Security Group

Create an Active Directory(AD) Security Group called TXDevelopers and add the above users

6. Permissions

Provide the following permissions to the Security Group created Above

BI Application Server

Windows OS level

System Administrator on the PC/System Application Server

BI Database Server

SQL Server Database

sysAdmin security role membership on the Database Server.

BI Database Engine/Server/Security/Logins/New Login/[TXDevelopers]/Properties/ServerRoles


dbOwner security role membership on all Discovery Hub Created Databases. This includes the Project Repository, all staging databases, and all data warehouse databases.

BI Database Engine/Server/Databases/Source Database/Security/Roles/[TXDevelopers]/Properties/ServerRoles

SQL Server Integration Services (if using SSIS for Data Transfer)

db_ssisadmin security role membership on msdb system database on the Database Server.

Destination Database Engine/Server/System Databases/msdb/Security/Users/[TXDevelopers]/Properties/Membership

SQL Server Analysis Services (if using Analysis services OLAP Cubes)

Server Administrator on the Analysis Services Server on the Database Server

Analysis Server/Properties/Security/Server Administrators/Add../[TXDevelopers]

Source Database Server

SQL Server Database

db_datareader security role membership on all Source Databases (e.g. Online Transactional Processing Databases).

Source Database Engine/Server/Databases/Source Database/Security/Roles/[TXDevelopers]/Properties/ServerRoles

7. Download and Install Discovery Hub

Install Discovery Hub on the Application Server if you have not already. Download the software in the version that matches your SQL Server bit version. Consult the How to Install Discovery Hub or Upgrade to a Newer Version article for installation instructions.

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