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 SSRS-PBRS operating model, ensure that none of the characteristics that are in the operating model have a maximum cardinality of “0”. If the maximum cardinality is set to “0” for any such characteristics, ingestion will fail.

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

Create a new domain.

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.

  • You have a resource role with the following resource permissions:
    • Domain: Add
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.

  • You have Collibra Data Intelligence Cloud 2021.09 or newer.
  • You have access to the lineage harvester. We highly recommend that you always install and use the newest lineage harvester.
  • Your environment meets the system requirements to install and use the lineage harvester.
  • You have added firewall rules so that the lineage harvester can connect to the Collibra Data Lineage servers with the following IP addresses:
    • 15.222.200.199 (techlin-aws-ca)
    • 18.198.89.106 (techlin-aws-eu)
    • 54.242.194.190 (techlin-aws-us)
    • 51.105.241.132 (techlin-azure-eu)
    • 20.102.44.39 (techlin-azure-us)
    • 35.197.182.41 (techlin-gcp-au)
    • 34.152.20.240 (techlin-gcp-ca)
    • 35.205.146.124 (techlin-gcp-eu)
    • 34.87.122.60 (techlin-gcp-sg)
    • 35.234.130.150 (techlin-gcp-uk)
    • 34.73.33.120 (techlin-gcp-us)

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 SSRS application to the Collibra Data Lineage server and to the Collibra Data Intelligence Cloud domain in which you want to ingest the SSRS assets.

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 SSRS metadata to Collibra.

{
 "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 useCollibraSystemName in the lineage harvester configuration file is set to true, you have to provide additional information about the used data sources in SSRS.

  • You have created a lineage harvester configuration file.

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.