Overview Power BI integration steps

1

Set up a Power BI application.

Before you start the Power BI integration in Data Catalog, make sure that the lineage harvester can reach the Power BI metadata. Perform these tasks before you start the actual Power BI ingestion process:

• The authentication process.
• The registration of your Power BI application in Microsoft Azure.
• The Power BI roles and dedicated capacities for Power BI workspaces.
• The required Power BI subscription.

Warning Because these tasks are performed outside of Collibra, it is possible that the content changes without us knowing. We strongly recommend that you carefully read the source documentation.

2

Prepare one or more new domains.

Before you can ingest Power BI metadata, you have to designate a domain for storing the new Power BI assets. You can choose an existing domain or create one or more new domains.

Note Make note of the reference ID of the domain. You need to mention the reference ID in the lineage harvester configuration file.

3

Optionally, assign the attribute type State to the global assignment of the Power BI Workspace asset type.

On Power BI Workspace asset pages, you can include the attribute type State, to show the state of ingested Power BI workspaces. To do so, you have to edit the global assignment of the Power BI Workspace asset type and assign the attribute type State.

If you delete a Power BI workspace, the workspace is maintained for a 90-day grace period. During the grace period, the workspace has the state Deleted. When you ingest Power BI metadata in Data Catalog, this deleted workspace is ingested.

For complete information on Power BI workspaces and possible states, see the Microsoft Power BI documentation.

4

Download and install the lineage harvester.

You 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.

5

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. It also creates a technical lineage for Power BI assets and other data sources in the lineage harvester configuration file.

{
  "general": {
	"catalog": {
	  "url": "https://catalog-instance.collibra.com",
	  "username": "Admin"
	  },
	"useCollibraSystemName": false
	},
	"sources": [ {
	  "type": "PowerBI",
	  "id": "power-bi-id",
	  "tenantDomain": "collibrapowerbi.onmicrosoft.com",
	  "loginFlow": {
	    "type": "ServicePrincipal",
	    "applicationId": "ab123cde-1234-1234-1234-abcd12e34fg5"
	  },
	  "domainId": "domain-reference-ID",
	  "deleteRawMetadataAfterProcessing": true
	} ]
}	

Important If the useCollibraSystemName property in the lineage harvester configuration file is set to true, you also have to provide a <source ID> configuration file that defines the system name of databases in Power BI.

Tip For more information about the lineage harvester, see the Collibra Data Lineage documentation.

6

Prepare the Power BI <source ID> configuration file.

If the useCollibraSystemName property in the lineage harvester configuration file is set to true, you have to provide a <source ID> configuration file that 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.

Important Carry out this step only if this is the first time you're integrating Power BI in Data Catalog.

The first time you integrate Power BI, you need to make sure that the data in your Power BI datasets is up-to-date. After that, Microsoft automatically refreshes the datasets every 90 days.

For complete information, see:

• The Microsoft documentation.
• The Microsoft Power BI Blog.

Important Carry out this step only if this is the first time you're integrating Power BI in Data Catalog.

When prompted, enter the passwords to connect to your Collibra environment. The password is encrypted and stored in /config/pwd.conf