--- title: "PowerBi installation and IT Configuration" canonical: "https://servicedesk.maxgeo.com/space/DS/1358856215/PowerBi%20installation%20and%20IT%20Configuration" format: markdown --- This guide is to aide in the setup requirements to allow for the Power BI integration with datashed. This document is to aid the IT Department with setup to ensure that all the requirements are met for a successful integration with datashed. **Table of Contents** > Macro (toc) ## Prerequisites This document details the all the requirements and installation to be performed by the clients IT department. maxgeo cannot preform the require work as it will require a Global Administrator to perform the required work. ## On-Premises Gateway The On-Premises gateway provides a connection from the windows environment to the online Microsoft Fabric environment. Setup: [https://learn.microsoft.com/en-us/power-bi/connect-data/service-gateway-onprem](https://learn.microsoft.com/en-us/power-bi/connect-data/service-gateway-onprem) Installer: [https://learn.microsoft.com/en-us/data-integration/gateway/service-gateway-install](https://learn.microsoft.com/en-us/data-integration/gateway/service-gateway-install) Requires .NET4.8 to be installed on server. .NET4.8 requires a server reboot to finalise the installation. **NB: Gateway can be setup under a different user but must have the connection shared to the user setting up the Power Bi report** ### Installation and configuration. Download and install the On-Premises Gateway from Microsoft [https://learn.microsoft.com/en-us/data-integration/gateway/service-gateway-install](https://learn.microsoft.com/en-us/data-integration/gateway/service-gateway-install) 1. Run the On-Premises data gateway 2. Enter an email address to register the gateway. It is recommended to use a Service account ![image](media://0c6c8140-7dd7-4380-9b95-495bf138d7a2) 1. Select “Register a new gateway on this computer” 2. Enter the data gateway name and recovery key. Keep the recovery safe as it is needed if the gateway needs reinstallation or reconfiguration. ![image](media://d818c5e3-8143-4f0e-aafe-a9fc3ff93840) 1. Change region if required to a closer Azure Datacentre 2. Save 3. The gateway should now be online ![image](media://3f16350f-a0a2-4d39-b2d1-e4ea35140390) ### Share the gateway 1. Log into PowerBi with the same service account used 2. Select settings>Manage connections and gateway 3. Selcet “Manage users” under the setting menu against the gateway ![image](media://6356874a-3295-4af2-86be-e0a8bb46146b) Enter the username of the user with the Premium Per User (PPU)Licenses assigned. ![image](media://d03c7653-33f1-421f-ab97-c49af3a7c86b) Ensure that the SQL Server connection type is selected under connection type ## Microsoft Licensing Either a Fabric capacity or a Premium Per User License is required for the integration with datashed ### Fabric Capacity: [https://azure.microsoft.com/en-us/pricing/details/microsoft-fabric/?msockid=014f3be9467f6e7f29e02cdf47ec6fa0#pricing](https://azure.microsoft.com/en-us/pricing/details/microsoft-fabric/?msockid=014f3be9467f6e7f29e02cdf47ec6fa0#pricing) We recommend starting with a F2 capacity and increasing if required. ### Premium Per User A Premium Per User License is required to allow for a premium workspace in Power BI [Power BI Premium Per User - Power BI | Microsoft Learn](https://learn.microsoft.com/en-us/power-bi/enterprise/service-premium-per-user-faq) This license has to be assigned to a user. This user will be used to setup all required workspaces and reports within Power BI. Maxgeo suggests that this license is to be assigned to a dedicated service account an not to an actual user ## Service Principal Setup A Service Principal (App Registration ) is used for the publishing of the reports. This application will need to be set up in the client's AZURE/ENTRA environment. [https://learn.microsoft.com/en-us/power-bi/developer/embedded/embed-service-principal#step-3---enable-the-power-bi-service-admin-settings](https://learn.microsoft.com/en-us/power-bi/developer/embedded/embed-service-principal#step-3---enable-the-power-bi-service-admin-settings) Once setup the client will be required to provide the following: 1. AZURE/ENTRA Tennent ID 2. Application Name 3. Application ID 4. Secret Key Optional Assign Service Principal to security group: [https://learn.microsoft.com/en-us/power-bi/developer/embedded/embed-service-principal#step-3---enable-the-power-bi-service-admin-settings](https://learn.microsoft.com/en-us/power-bi/developer/embedded/embed-service-principal#step-3---enable-the-power-bi-service-admin-settings) ### Service Principal Installation ## Power Bi Admin Settings This has to be performed by a PowerBi Administrator or Global Administrator 1. Log into power bi via a browser 2. Under settings select “Admin Portal” ![image](media://9d316e15-85ff-405b-91b6-1f7d430adfad) Under Tenant Settings>Developer Settings enable the following options: - Embed content in apps - Allow service principals to use Power BI APIs - Allow service principals to create and use profiles NB: If the developer settings are restricted to a group ensure that the Service Principal and the PPU license assigned user as part of the group. ## SQL Server An SQL Authenticated or Windows Authenticated user is required when setting up the connection between the SQL Server and Power Bi when using an On-Prem gateway. This user will be assigned the db_reader role against the MDS( maxgeo database)