Migrating your existing Power BI assets to the new integration method

A key feature of the Collibra Data Intelligence Cloud 2022.05 release was the ability to ingest Power BI metadata in Data Catalog via the lineage harvester. However, the new integration method was only available to customers who did not need to migrate existing Power BI assets. The following process now allows you to migrate your existing Power BI assets, making integration via the lineage harvester available to all Power BI customers.

Steps

The table below shows the steps and prerequisites required to integrate Power BI in Data Catalog. These steps are best practices, which means that some of them might be optional, but highly recommended.

Step

What?

Description

Prerequisites

1

 Download and install the Power BI harvester.

You need to run the Power BI harvester so that mappings can be applied.

You can download the Power BI harvester from the Collibra Product Resource Downloads page.

See Install the Power BI harvester.

2

 Prepare the Power BI configuration file.

The Power BI harvester installation folder includes an empty configuration file. Prepare the configuration file to provide the connection information that you need to connect your Power BI application to Collibra.

Important For this migration procedure:
  • The useCollibraSystemName property in your Power BI configuration file must be set to true.
  • You must prepare a Power BI <source> ID configuration file.

See Prepare the Power BI configuration file.
3 Prepare Power BI <source ID> configuration file. The <source ID> configuration file defines the system name of databases in Power BI. Collibra Data Lineage uses the system names to match the structure of databases in Power BI to assets in Data Catalog. See Prepare Power BI <source ID> configuration file.
4 Make random call to the Metadata API

Make a call to the Metadata API, to ensure that you can communicate with the Power BI server. For example:

GET https://api.powerbi.com/v1.0/myorg/admin/workspaces/modified

 
5 Manually refresh your Power BI datasets.

Manually refresh your Power BI datasets to ensure that the data in your Power BI datasets is up-to-date.

For complete information, see:

 See Power BI prerequisites.

6

Download and install the lineage harvester.

Use the lineage harvester to trigger the creation of Power BI assets, their relations and a technical lineage in Data Catalog.

We highly recommend that you always install and use the newest lineage harvester. You can download the lineage harvester from the Collibra Product Resource Downloads page.

See Install the lineage harvester for Power BI ingestion.

7

Prepare the lineage harvester configuration file and run the lineage harvester.

You create a lineage harvester configuration file with Power BI connection information and run the lineage harvester to import the results of the Power BI integration and the technical lineage for Power BI into Data Catalog.

As a result, Collibra creates new Power BI assets in Data Catalog and imports relations between these assets.

Important For this migration procedure, the useCollibraSystemName property in your Power BI configuration file must be set to true.

Warning You must use the same Power BI <source ID> configuration file that you prepared in step 4.

See Prepare the lineage harvester configuration file for Power BI.