Power BI (On-Prem)

This document outlines the integration with the Power BI (On-Prem) connector, enabling efficient data management through features such as crawling and lineage building (both automatic and manual). It also ensures secure authentication via Credential Manager.

Overview

Connector Details

Connector Category	Reporting Tools
Connector Version	Release 6.3.X
Releases Supported (Available from)	Release 3.0
Connectivity [How the connection is established with Power BI (On-Prem)]	REST APIs
Verified Power BI (On-Prem) Version	1.1.6513.3500 - 1.22.9153.7886

The Power BI (On-Prem) connector has been validated with the mentioned "Verified Power BI (On-Prem) Versions". It is expected to be compatible with other supported Power BI (On-Prem) versions. If there are any issues with validation or metadata crawling, please submit a support ticket for investigation and feedback.

Connector Features

Feature	Availability
Crawling	✅
Delta Crawling	✅
Profiling	❌
Query Sheet	❌
Report Preview	❌
Auto Lineage	✅
Manual Lineage	✅
Secure Authentication via Credential Manager	✅
Data Quality	❌
DAM (Data Access Management)	❌
Bridge	✅

Metadata Mapping

The following objects are crawled from Power BI (On-Prem) and mapped to the corresponding UI assets.

Power BI (On-Prem) Object	Power BI (On-Prem) Attribute	OvalEdge Attribute	OvalEdge Category	OvalEdge Type
Folders	Folder	Report Group	Reports	Folders
Sub folder	subfolder	Report Group	Reports	Sub folder
Reports	Reports Name	Report Name	Reports	Reports
Reports	Report description	Report description	Descriptions	Reports
Reports	Report Type	Type	Reports	Reports
Dataset	Dataset Name	Dataset Name	Reports	Dataset
Dataset	Dataset Description	Source description	Descriptions	Dataset
Dataset	Dataset Type	Type	Reports	Dataset
Pages	Page Name	Report Name	Reports	Pages
Pages	Page description	Source description	Reports	Pages
Pages	Page type	Type	Reports	Pages
Visuals	Visual Name	Report Name	Reports	Visuals
Visuals	Visual type	Type	Reports	Visuals
Visuals	Visual Filed	Report Columns	Report Columns	Visuals

Set up a Connection

Prerequisites

The following are the prerequisites to establish a connection:

Service Account User Permissions

It is recommended to use a separate service account to establish the connection to the data source, configured with the following minimum set of permissions.

👨‍💻Who can provide these permissions? These permissions are typically granted by the Power BI (On-Prem) administrator, as users may not have the required access to assign them independently.

Operation	Objects	Access Permission
Validation	Connector Validation	Windows user with a Content Manager permission
Crawling	Crawling	Windows user with a Content Manager permission
Build Lineage	Lineage	Windows user with a Content Manager permission
Crawling	Delta Crawl	Windows user with a Content Manager permission
Crawling	Semantic Model / Dataset	Windows user with a Content Manager permission
Crawling	Report	Windows user with a Content Manager permission
Crawling	Pages	Windows user with a Content Manager permission
Crawling	Visuals	Windows user with a Content Manager permission

Connection Configuration Steps

Users are required to have the Connector Creator role in order to configure a new connection.

1. Log into OvalEdge, go to Administration > Connectors, click + (New Connector), search for Power BI, and complete the required parameters.

Fields marked with an asterisk (*) are mandatory for establishing a connection.

Field Name	Description
Connector Type	By default, "Power BI" is displayed as the selected connector type.
Server Type*	From the dropdown list options (powerbionpremise/powerbicloud), select powerbionpremise.
Credential Manager*	Select the desired credentials manager from the drop-down list. Relevant parameters will be displayed based on your selection. Supported Credential Managers: OE Credential Manager AWS Secrets Manager HashiCorp Azure Key Vault
License Add Ons	Auto Lineage Supported Data Quality Not Supported Data Access Not Supported Select the checkbox for Auto Lineage Add-On to build data lineage automatically.
Connector Name*	Enter a unique name for the Power BI (On-Prem) connection (Example: "PowerBIOnPrem").
Connector Environment	Select the environment (Example: PROD, STG) configured for the connector.
Connector Description	Enter a brief description of the connector.
Server Domain*	Enter the On-Premises Domain name. The Power BI Report Server allows organizations to host and share reports with users within their own domain or network.
Host Name*	This is the Hostname or IP address of the Power-BI Server. Database instance URL (on-premises). Example: app.powerbi.com [Localhost (on-premises)]
Connection URL*	Enter the On-Premise Database Connection URL. It is a URL string that the JDBC driver uses to connect to a database.
Files Path*	Enter the server files path. A user needs to create or take any existing path from the OvalEdge server and paste it here.
PBIT Files Path	Enter the PBIT files path.
Connection String*	Set the Connection String toggle button to automatic to get the details automatically from the credentials provided. Alternatively, users can manually enter the string. https://app.powerbi.com/
Username*	A username is required to connect to the Power BI On-Premise server. Enter the Service Account Name established to access the Power BI-on premise environment.
Password*	Password is required to connect to the Power BI on-premises server.
Windows Authentication (Y/N)	To validate the connection using Windows Authentication, enter 'Y'; otherwise, enter 'N'.
Check With Certs (Y/N)	To validate the connection using certificates, export the certificates and place them in the Java path, then enter 'Y'; otherwise, enter 'N'.
Read From NFS(Y/N)	To retrieve reports directly from the folder without connecting to the Power BI service, enter 'Y'; otherwise, enter 'N'.
Proxy Enabled*	Select Yes to route API calls through a proxy server. Select No to bypass the proxy and connect directly.

Default Governance Roles

Default Governance Roles*	Select the appropriate users or teams for each governance role from the drop-down list. All users configured in the security settings are available for selection.

Admin Roles

Admin Roles*	Select one or more users from the dropdown list for Integration Admin and Security & Governance Admin. All users configured in the security settings are available for selection.

No of Archive Objects

No Of Archive Objects*	This shows the number of recent metadata changes to a dataset at the source. By default, it is off. To enable it, toggle the Archive button and specify the number of objects to archive. Example: Setting it to 4 retrieves the last four changes, displayed in the 'Version' column of the 'Metadata Changes' module.

Bridge

Select Bridge*	If applicable, select the bridge from the drop-down list. The drop-down list displays all active bridges that have been configured. These bridges facilitate communication between data sources and the system without requiring changes to firewall rules.

1. After entering all connection details, the following actions can be performed:

   1. Click Validate to verify the connection.

   2. Click Save to store the connection for future use.

   3. Click Save & Configure to apply additional settings before saving.

2. The saved connection will appear on the Connectors home page.

Manage Connector Operations

Crawl/Profile

To perform crawl operations, users must be assigned the Integration Admin role.

The Crawl/Profile button allows users to select one or more schemas for crawling.

1. Navigate to the Connectors page and click Crawl/Profile.

2. Select the schemas to be crawled.

3. The Crawl option is selected by default.

4. After a successful crawl, the information appears in the Data Catalog > Report / Report Column tab.

The Schedule checkbox allows automated crawling for a selected timeframe, from a minute to a year.

1. Click the Schedule checkbox to enable the Select Period drop-down.

2. Select a time period for the operation from the drop-down menu.

3. Click Schedule to initiate metadata collection from the connected source.

4. The system will automatically execute the crawl operation at the scheduled time.

Other Operations

The Connectors page provides a centralized view of all configured connectors, along with their health status.

Managing connectors includes:

• Connector Health: Displays the current status of each connector using a green icon for active connections and a red icon for inactive connections, helping to monitor the connectivity with data sources.

• Viewing: Click the Eye icon next to the connector name to view connector details, including databases, tables, columns, and codes.

Nine Dots Menu Options:

To view, edit, validate, build lineage, configure, or delete connectors, click on the Nine Dots menu.

• Edit Connector: Update and revalidate the data source.

• Validate Connector: Check the connection's integrity.

• Settings: Modify connector settings.

  • Crawler: Configure data extraction.

  • Access Instructions: Add notes on how data can be accessed.

  • Business Glossary Settings: Manage term associations at the connector level.

  • Lineage: Configure Server Dialects for source code parsing and Connector Priority for table lineage connection.

  • Others: Configure notification recipients for metadata changes.

• Build Lineage: Automatically build data lineage using source code parsing.

• Delete Connector: Remove a connector with confirmation.

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