Power BI On-Premises

Power BI Gateway is software used to access data situated in an on-premises network that allows for more than one user to connect with multiple on-premises data sources. 

On-Premises Server is your own company that manages and hosts the servers. You'll need to employ someone to manage and maintain the servers, perform upgrades, check performance usage, and more. It is costly and not very flexible, but you can control the server fully.

OvalEdge Crawling collects information about data from various sources like on-premise, cloud databases, Hadoop, visualization software, and file systems. When an OvalEdge crawler connects to a data source, it collects and catalogs all the data elements (i.e., metadata) and stores it in the OvalEdge data repository.

Data Sources: The Data Sources are the ones where the OvalEdge crawler integrates with various data sources to help the users to extract metadata and build a data catalog. 

Connect to the Data: Before crawling and building a Connection, you must first connect to your data. OvalEdge requires users to configure a separate connection for each data source type. The users must enter the source credentials and database information for each type of connectivity. Once a data connection is made, a simple click of the Crawl button starts the crawling process.

Prerequisites

The prerequisites for the connection of the PowerBI are given below. 

User Permissions

To use the PowerBI connector, the details specified in the following section should be available.

Supported Data Objects

Connection Details

To connect to the PowerBI using the OvalEdge application, complete the following steps.

1. Log in to the OvalEdge application
2. Navigate to Administration > Connector module. 
3. Click on the + icon, and the Manage Connection with Search Connector pop-up window is displayed. Select the connection type as Power BI. The Manage Connection with PowerBI specific details pop-up window is displayed.
   
4. The fields in the connector form are explained below.
   

   Configuration	Default/Sample Value	Description
   Connection Type	Mandatory	By default, the selected connection type is displayed as the PowerBI.
   Authentication	Mandatory	On-premises or Cloud
   License Type*	Mandatory	Select the license type as ‘Auto Lineage’.
   Connection Name*	Mandatory	Select a Connection name for the Power Bi report . The name you specify is a reference to identify your Power Bi connection in OvalEdge. Example: PowerBIPremises
   Server Domain*	Mandatory	On-Premises Domain name
   Host Name*	Mandatory	Database instance URL (on-premises/cloud-based) Example: app.powerbi.com(cloud-based)/Localhost (on-premises)
   Connection URL *	Mandatory	On-Premises Connection URL
   Username*	Mandatory	User name for Power BI service account
   Password*	Mandatory	Password for Power BI service account
   FilesPath*	Mandatory	Path to store source files
   Connection String*	Mandatory	https://app.powerni.com
   Default Governance Roles	Mandatory	From the dropdown list, select Stewards, Custodian, and Owner.
   No of the archive objects	Optional	Select the toggle button to set the if the user wants to enter the count of no. of the archive objects.
   Select Bridge	Optional	Select option NO Bridge if no bridge is available for the connector

5. Once after entering the connection details in the required fields, do the following steps.
6. Click on the Save button or Save & Configure to establish and configure the connection settings. When you click the Save & Configure button, the Connection Settings pop-up window is displayed, where you can configure the connection settings for the selected Connector.

   Note: The Save & Configure button is displayed only for the Connectors for which the settings configuration is required.

7. Click on the Validate button the entered connection details are validated.  
   

Error Validation Details

During the connector validation below an error message is expected. 

Connection Settings

Crawler

Crawler has various settings tabs for crawling and profiling options. The crawler options are available for all the connections. Based on the connection selected, the options will differ. You need to provide the mandatory options for the crawler setting one of them is mandatory. 

Lineage

You can navigate the Connector > Setting > Lineage  to select the multiple source system for Report and ETL connections. This feature allows you to select multiple connections simultaneously to build the Lineage from the required tables. You can configure multiple servers simultaneously in the  Selecting Source Server Type for lineage and also set the connection priority lists to pick the tables in the Connections Priority to pick the source table for lineage building.

Additional Information

If the Pbix file is not downloaded, you need to add a pbit or pbix file of a report in the specified path.