Setting Up an On-Premise Gateway

Setting up an on-premise gateway allows you to use the SafetyChain connector within the Power BI cloud service. This enables you to automatically refresh your data on a configured schedule and perform incremental refreshes for reports published to the Power BI service.

Pre-Requisites

Before you start, please be sure to read the requirements and follow the instructions to download and install your gateway here.

Note Standard Mode should be installed if you are setting up a gateway as an administrator for the Power BI service. Personal gateways can be used if you are not an administrator; for more details on the difference see this article.

Connecting your SafetyChain Connector

1. Once the gateway is installed click sign in and use your Microsoft cloud account credentials to begin the setup process. This must be the same account used with your Power BI service.

Once signed in you will see the service is ready for use in Power BI.

2. Next click Connectors and verify the folder directory where you installed the PQX file is selected; this will typically be in C:\Users{Username}\DocumentsPower BI Desktop\Custom Connectors

3. Next you will need to verify that the service account NT Service\PBIEgwService has access to the folder. If you are signed in you can also change the account that will be running the service as well.

4. Navigate to you folder where the PQX file is installed; typically this will be in C:\Users{User}\Documents\Power BI Desktop Right click the Custom Connectors folder > Properties > Give access to > Specific People

5. Add the account NT Service\PBIEgwService and click Share.

6. To verify the account has access you can right click the folder again > click Properties > Security tab > and you will see the account listed.

7. Next login to your Power BI service account (https://app.powerbi.com/) and navigate to settings > Click Manage connections and gateways

8. Find your gateway under On-premises data gateways and click Settings.

9. Here you will need to verify the 2 check boxes to allow data sources and data connectors to refresh through the gateway and click Save. You can also change the name and add additional identifier information for the gateway.

10. Now navigate under Connections you can add a new connection for data you want to associate with reports you published or future reports to publish. To add a new one click New

11. Here you will need to enter the following:
    • Select the gateway you configured for the Gateway Name under Gateway cluster name
    • Connection Name will be free form
    • Connection Type will be SafetyChain
    • Tenant, Environment, Username, and Password will be the parameters associated with your report or will be used to create the connection to SafetyChain.

📘

Note:

All values must match your report that you will upload to the PowerBI cloud service. This includes

• Tenant
• Environment
• Username
• Password
• Privacy level

12. Now if you have a dataset published navigate to it and go to its settings. Under Gateway and cloud connections you will see your available gateways. Select your gateway and under the connections select your configured connection that was done in the last step. If the published dataset doesn’t include the same credentials (Tenant, Environment, Username, Password) as the connection that was setup, it will not appear in the drop down. If Privacy level is not the same you may receive errors when refreshing in the service.

👍

Tip:

Don't forget to hit apply when selecting our map. Last and not least, refresh your report manually to make sure it is successfully connected.

In addition, if you are scheduling a refresh you will need to make sure that the machine that has the gateway installed is running and has access to the internet to connect.