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. 

PBI

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. 

Sl.No

Item List

Description

1

Service Account User

Service Account user or Admin with ‘Read’ Privileges

2

Lineage Information

On-Premises Authentication:

Use the rest of APIS to get the Remote Info: 

https://app.swaggerhub.com/apis/microsoft-rs/PBIRS/2.0

User Permissions

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

Operation 

Roles

Access Permission

Connection Validation

Admin/service account

Read

Note: Navigate to Configuration  > Users & Roles for roles and permission. 

Supported Data Objects

Connectors Capabilities

Supported Data Objects

Remarks (If Any)

Crawler

Reports

-

Report Columns

-

Dashboards

-

Tiles

-

Pages

-

Views

-

Datasets

-

Dataflows

-

Lineage

Report lineage

-

ReportColumn lineage

-

Lineage Sources

Datasets, Dataflows

 

   Note: Profiling is not supported.

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.
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  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.  

      Note: It is up to the user's choice, you can save the connection details first, or you can validate the connection and then save it. 

      Error Validation Details

      During the connector validation below an error message is expected. 

      Sl.No

      Error Messages

      Description

      1

      Error_validate_connection

      An alert message is displayed when provided details are incorrect. 

      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. 

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      Crawler Settings 

      Descriptions

      Crawler options

      • Tables, Views, and Columns: This crawling will discover the tables, views, and Columns from the PowerBI database and bring them into OvalEdge. This is the default option for crawling.
      • Procedures, Functions & Views Source Code: The crawling will discover the procedures, functions, and views source code within the schemas selected and bring them into OvalEdge. 
      • Relationship: This crawl job will look at the schemas selected and determine relationships between the tables and bring this information into OvalEdge.

      Crawler Rules

      Include Regex: Enter the specific schema, table, views, and column names that start with, end with, or have middle characters that are included for crawling.

      Exclude Regex: Enter the specific schema, table, views, and column names that start with, end with, or have middle characters that are excluded for crawling.

      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.