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Overview of steps
Download and Install PowerBI on the SQL server
Configure PowerBI to point to the Insights database
Populate the report with Insights data
Publish the report to the PowerBI service
Download and Install the data gateway
Configure a scheduled refresh
You can download PowerBI using this link https://www.microsoft.com/en-us/download/details.aspx?id=58494
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From the ribbon in Power BI Desktop click Publish, you . You will then be prompted Do “Do you want to save your changes?”. Click Save here.
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You will be prompted to Select a destination to Publish to, make . Make your choice and click Select.
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Once completed your are presented with the following dialogue box
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Now click on Open Digizuite Insights.pbix in the profile in Power BI desktop, and click Power BI service to open the browser based version of Power BIFrom .
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Visit https://powerbi.microsoft.com/en-us/gateway/ and download the Power BI Service/Portal select downloads, then data gateway
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Click on the Download Gateway button
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gateway (personal mode)
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After the download has completed, browse to the files location, right click the application and select Run as administrator
Click Next in the On premises data gateway installer dialogue box
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After choosing On-premises data gateway (personal mode) option, click Next
The installer will start preparing the installation files
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Click Next in the Reminder befor you install dialogue box
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In the next dialogue box, choose an install location or accept the default, click to - If the installer gives a warning that .NET needs to be updated, go to https://dotnet.microsoft.com/en-us/download/dotnet-framework and download recommended version.
Next, choose a location (or use the default), accept the terms of use and privacy statement, then click Install
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The installation will now begin
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install.
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After the installation is completed you will be prompted to enter an email address to be used with the gateway, then click sign in
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Enter the customers login credentials in the EnterpriseGatewayConfigurator box and click OK
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When prompted, enter the Power BI credentials provided by OPS.
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Next you will need to register the gateway, assign the gateway a name, input a recovery key, add to an existing gateway cluster if one exists and click Configure.
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To configure the gateway, click the settings cog in the Power Bi Service portal, then click Manage connections and gateways
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On the Gateway Cluster Settings page, either select your gateway and click Add data source to use the gateway
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and existing gateway or add a new
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In the Data Source Settings complete the Data Source Name, Select the Data Source Type, Server IP Address, Database Name and Select an authentication method and click Add
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Once the connection has been setup the following dialogue box will be displayed
The gateway is now ready for use.
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created, click the status icon to check if the gateway is online
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How to Schedule the Refresh of Data
Login to the PowerBI Service, navigate to Datasets ‘My workspace’ and click on the 3 dots next to the Dataset
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Click on Schedule refresh the ‘schedule refresh’ button on the dataset
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Under Gateway Connections, check that the gateway is enabled.
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Click on Refresh, enable the feature and configure the Frequency and Time zone, click Add another time and set the time of refresh, then click Apply.
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