Overview of SSRS and PBRS steps
The SQL Server Reporting Services (SSRS) and Power BI Report Server (PBRS) integration in Collibra Data Intelligence Cloud enables you to harvest SSRS and PBRS metadata and create new SSRS and Power BI assets in Data Catalog. Collibra analyzes and processes the BI metadata and presents it as assets of specific types, retaining their original names.
Important In the global assignment of each asset type included in the
Note While SSRS and PBRS use the same API, we can access less information from PBRS reports than from SSRS data. As a result, we do not support stitching and lineage information for PBRS reports.
Roles and permissions in SSRS or PBRS.
To ingest SSRS and PBRS metadata into Data Catalog, the lineage harvester connects to the SSRS or PBRS web portal. You need a role with user access to the server from which you want to ingest:
- You have a system-level role, which is at least a System user role.
- You have an item-level role, which is at least a Content Manager role.
Note You can ingest SSRS and PBRS with any report server subscription. We highly recommend to install and use the latest version of SSRS and PBRS .
Steps
The table below shows the steps and prerequisites required to integrate SSRS in Data Catalog.
|
Step |
What? |
Description |
Prerequisites |
|---|---|---|---|
|
1 |
Before you can ingest SSRS and PBRS metadata, you have to create a new domain or choose an existing domain to store the new assets. |
|
|
| 2 | Download and install the lineage harvester. |
You use the lineage harvester to collect metadata from SSRS and upload it to the Collibra Data Lineage server where the metadata is scanned, processed and analyzed. You can download the lineage harvester from the Downloads section of the Collibra Product Resource Center. |
|
|
3 |
Prepare the lineage harvester configuration file and run the lineage harvester. |
You create a configuration file to provide the connection information that you need to connect your You can access an empty configuration file in the lineage harvester installation folder. When you have created and saved the configuration file, you can run the lineage harvester to upload the
{
"general": {
"catalog": {
"url": "https://<organization>.collibra.com",
"username": "<your-collibra-username>"
},
"useCollibraSystemName": false
},
"sources": {
"collibraSystemName" : "",
"id": "<unique-id>",
"type": "<SSRS or PBRS>",
"url": "http://<IP address>/Reports",
"username": "<user-name>",
"domainId": "<domain-resource-id>",
"folderFilter": ["/Folder1/*", "Folder2"]
}
}
|
|
|
4 |
If required, create a <source ID> configuration file. |
If the |
|
|
5 |
View the SSRS and PBRS ingestion results. |
After the SSRS and PBRS metadata is ingested in Data Catalog, you can go to the domain where you ingested the results and see the list of ingested SSRS assets and Power BI Report assets. Warning When you run the lineage harvester, Collibra Data Lineage creates all assets in the same Data Catalog BI domain. We highly recommend that you do not move these assets to another domain. If you move assets to another domain, they will be deleted and recreated in the initial Data Catalog BI domain when you synchronize the metadata. As a consequence, all manually added data of those assets is lost. |
|