Overview SSRS and PBRS integration 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.

Note While SSRS and PBRS use the same API, Collibra Data Lineage 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

  1. Prepare a domain for SSRS-PBRS ingestion.
    If you already have a domain reserved for ingestion of the new SSRS assets, you can skip this step.
  2. Download and install the lineage harvester.
  3. Prepare the lineage harvester configuration file.
  4. Optionally, prepare a <source ID> configuration file.
  5. Start the lineage harvester again in the console and run the following command:
    • for Windows: .\bin\lineage-harvester.bat full-sync
    • for other operating systems: ./bin/lineage-harvester full-sync
    6. When prompted, enter the password or client secret to connect to your Collibra Data Intelligence Cloud and Tableau environment. The passwords are encrypted and stored in /config/pwd.conf.

What's next?

You can check the progress of the ingestion in Activities. The results field indicates how many relations were imported into Data Catalog.

After the metadata is ingested in Data Catalog, you can go to the domain that you specified in your lineage harvester configuration file and view the newly created assets. These assets are automatically stitched to existing assets in Data Catalog.

You can also view the SSRS-PBRS technical lineage.

Warning We strongly recommend that you not edit the full names of any SSRS assets. Doing so will likely lead to errors during the synchronization process.