Visual KPI System Requirements & Prerequisites

Everything you need to prepare for Visual KPI, whether on-premise or hosted in the cloud.

Visual KPI Server

If you’re trying the software for the first time, it’s critical that your server meet the requirements and that all prerequisites are installed and configured prior to installation. The software lives on-premise (dedicated or VM), hosted, or in your cloud environment.

Visual KPI Designer

Basic configuration takes place on any Windows PC running Microsoft Excel. You’ll see some prerequisites, but no need to prepare as our installer will take care of everything. Once installed, hooking it up to your server is a snap.

Visual KPI Web Client

For users, there’s nothing to install at all. Visual KPI runs on any device with a web browser. PC/Mac/Linux, iOS/Android, Smart TVs, Raspberry PI, Chromebooks, ruggedized devices and hundreds more. It also supports just about any security scenario and technology.

Visual KPI Server

System Requirements

Evaluation OnlyProduction Minimum
Operating System
(English 32 or 64 bit)
Windows Server 2012 R2 or newerWindows Server 2012 R2 or newer
CPUMinimum 2 Cores (If Local SQL: 4 Cores)Minimum 4 Cores (If Local SQL: 8 Cores)
MemoryMinimum 4 GB RAM
(If Local SQL: 8 GB RAM)
Minimum 16 GB RAM
(If Local SQL: 32 GB RAM)
Hard Disk10 GB Available
(Local SQL: Min Disk 100 GB)
20 GB Available
(Local SQL: Min Disk 250 GB)
Microsoft SQL Server
(32/64 bit, Any Edition)
Connection to Microsoft SQL Server - Local or RemoteConnection to Microsoft SQL Server - Local or Remote (SQL Express not recommended for production use)

Software Prerequisites

OS VersionWindows Server 2012 R2 or Newer
User RightsLocal Admin
.NET FrameworkLatest .Net version (minimum 4.8 or newer)
Windows Server RolesIIS 7, 7.5, 8 or Newer Enabled
ASP.NET 4.0 Allowed (in ISAPI and CGI Restrictions)
Windows Server FeaturesWindows Server Features
The following items should be checked in the Windows Server Manager:

Web Server > Common HTTP Features: Default Document; HTTP Errors; Static Content

Web Server > Health and Diagnostics: HTTP Logging

Web Server > Performance: Static Content Compression

Web Server > Security: Request Filtering; Basic Authentication & Windows Authentication; URL Authorization

Web Server > Application Development: .NET Extensibility 4.x; ASP.NET 4.x; ISAPI Extensions; ISAPI Filters

Management Tools: IIS Management Console

Microsoft SQL ServerSQL 2016 or newer installed, or LAN access to one of them

Collation: SQL_Latin1_General_CP1_CI_AS

Compatibility Level : 130 (SQL Server 2016)
SQL Server ToolsSQL Management Studio installed
SQL Server Network ConfigurationProtocols enabled: Named Pipes; TCP/IP
Database RightsRights to create a database
Rights to create a user
Data source(s) / Interface prerequisitesAny driver, toolkit, API or SDK required to provide read access your data sources
Other:Please do not use servers that are also running SharePoint, OSIsoft PI Vision, or Apache with PHP, as there are often resource conflicts and it just isn't a great idea (with our software or anyone else's).

Visual KPI Designer

System Requirements

Bare MinimumProduction Minimum
Operating System
(English 32 or 64 bit)
Windows XP SP2 or Newer, Windows Server 2008 R2 or NewerWindows 7 or Newer, Windows Server 2012 or Newer
Memory2 GB RAM4 GB RAM
Hard Disk4 GB Available10 GB Available
Microsoft OfficeMicrosoft Excel 2007 or newerMicrosoft Excel 2013 or newer preferred

Software Prerequisites

OS VersionMicrosoft Windows XP or Newer; Windows Server 2003 or Newer
User RightsLocal Admin
.NET Framework4.7.2 or newer (added during Visual KPI Designer installation)
Microsoft ExcelMicrosoft Excel 2007 or Newer (32/64 bit ok on client OS; 64 bit if installing the Designer on a Windows Server OS)
Office IntegrationNote: These are already installed by Windows or will be during the Visual KPI Designer installation:

Visual Studio 2010 Tools for Office Runtime
(added during Visual KPI Designer installation)

Office 2010 Primary Interop Assemblies
(added during Visual KPI Designer installation)

Web Client

Software Prerequisites

DevicesClient Browser Requirements
Mobile Devices, PC / Mac, Tablet Devices, Ruggedized Devices, Flatscreen TVs, and many more...Web browser with support for HTML 5 and CSS 3, including Javascript, client cookies and background colors.

The GeoMaps "Near Me" feature requires a browser that supports the W3C Geolocation method. Some older devices and browsers do not support this functionality.
Take a Closer Look
Get your questions answered or a live demo without the sales pitch. We’ll arrange a web meeting to show you around and help you decide if Visual KPI is a good fit. If so, you can also try it with your own data for free.