Create a SSRS-PBRS connection to an Edge site

To retrieve data from SSRS-PBRS, you have to connect to SSRS-PBRS via the Edge site.

Prerequisites

  • You have a global role with the Product Rights > System administration global permission.
  • You have a global role that has the Manage Edge sites global permission.
  • You have a global role that has the Manage connections and capabilities global permission.
  • You have a resource role with the Configure external system resource permission, for example, Owner.

  • You need the following roles, with user access to the server from which you want to ingest:

    • A system-level role that is at least a System user role.
    • An item-level role that is at least a Content Manager role.

    We recommend that you use SQL Server 2019 Reporting Services or newer. We can't guarantee that older versions will work.

  • You have added a vault to your Edge site.
    Note  Vaults are not supported on Collibra Cloud sites.
  • If your data source connection requires a file from your vault, the file must be encoded into Base64 and stored as a regular secret in your vault.

Steps

  1. Open a site.
    1. On the main toolbar, click Products icon → Cogwheel icon Settings.
      The Settings page opens.
    2. In the tab pane, click Edge.
      The Sites tab opens and shows a table with an overview of your sites.
    3. In the site overview, click the name of a site.
      The site page appears.
  2. In the Connections section, click Create Connection.
    The Create Connection dialog box appears.
  3. Select Microsoft SSRS/PBRS connection.
  4. Enter the required information.
    FieldDescriptionRequired
    Name

    The name of the connection. The name can be anything, as long as it is unique.

    Tip The name that you provide here is the name you have to select in the Microsoft SSRS/PBRS connection field, when adding the Technical Lineage for SSRS-PBRS capability to the Edge site.

    		 Yes
    DescriptionThe description of the connection. No
    Vault The vault where you store your data source values. No
    Microsoft SSRS-PBRS URL

    The URL to the server's web portal. By default, the URL is http://<computer-name>/reports. For example, "http://1.23.45.678/PowerBIReports".

    To use your vault, do the following:
    1. In the Value Type field, select Vault Key.
    2. Enter the query value to identify the secret in your vault.
      Example 
      Note The Query must be a string containing the properties required to identify the secret. Each property must be separated by a semicolon (;). For example: Safe=<SafeName>;Folder=<FolderName>;Object=<ObjectName>

      If a property is a folder with sub-folders, use a backslash (\) to define the folder path. For example: Folder=Root\Top Secrets\More Secrets

      For more information about query formats and supported properties, go to the CyberArk Credential Provider documentation.

    To use your vault, do the following:
    1. In the Value Type field, select Vault Key.
    2. Enter the required information:
      Secret Engine Type
      Select one of the following:
      • Key Value
      • Database
      Engine Path
      The engine path to your vault where the value is stored.
      Secret Path
      The secret path to your vault where the value is stored.
      Field
      If your Secret Engine Type is Key Value, enter the name of the field to your vault where the value is stored.
      Role
      If your Secret Engine Type is Database, enter the role specified in the Database engine.
      Example 

    To use your vault, do the following:
    1. In the Value Type field, select Vault Key.
    2. Enter the required information:
      Vault Name
      The name of your Azure Key Vault in your Azure Key Vault service where the value is stored.
      Secret Name
      The name of the secret in your vault where the value is stored.
      Example 

    To use your vault, do the following:
    1. In the Value Type field, select Vault Key.
    2. Enter the required information:
      Secret Name
      The name of the secret in your vault where the value is stored.
      Field
      If the secret stored in your AWS Secrets Manager is a JSON value, for example {"pass1": "my-password", "pass2": "my-password2"}, then you need to specify the Field to point to the exact JSON value that should be used. For example, Secret Name: edge-db-customer; Field: pass.
      Note If the secret stored in your AWS Secrets Manager is a plain string value, for example my-password, then you do not need to specify the Field.
      Example 

    To use your vault, do the following:
    1. In the Value Type field, select Vault Key.
    2. Enter the name of the secret in your vault where the value is stored.
      Example 
    		 Yes
    Username

    The username you use to sign in to the web portal.

    Tip If you use NTLM authentication, your username also contains the NTLM domain name. For example MyDomain\\username.

    To use your vault, do the following:
    1. In the Value Type field, select Vault Key.
    2. Enter the query value to identify the secret in your vault.
      Example 
      Note The Query must be a string containing the properties required to identify the secret. Each property must be separated by a semicolon (;). For example: Safe=<SafeName>;Folder=<FolderName>;Object=<ObjectName>

      If a property is a folder with sub-folders, use a backslash (\) to define the folder path. For example: Folder=Root\Top Secrets\More Secrets

      For more information about query formats and supported properties, go to the CyberArk Credential Provider documentation.

    To use your vault, do the following:
    1. In the Value Type field, select Vault Key.
    2. Enter the required information:
      Secret Engine Type
      Select one of the following:
      • Key Value
      • Database
      Engine Path
      The engine path to your vault where the value is stored.
      Secret Path
      The secret path to your vault where the value is stored.
      Field
      If your Secret Engine Type is Key Value, enter the name of the field to your vault where the value is stored.
      Role
      If your Secret Engine Type is Database, enter the role specified in the Database engine.
      Example 

    To use your vault, do the following:
    1. In the Value Type field, select Vault Key.
    2. Enter the required information:
      Vault Name
      The name of your Azure Key Vault in your Azure Key Vault service where the value is stored.
      Secret Name
      The name of the secret in your vault where the value is stored.
      Example 

    To use your vault, do the following:
    1. In the Value Type field, select Vault Key.
    2. Enter the required information:
      Secret Name
      The name of the secret in your vault where the value is stored.
      Field
      If the secret stored in your AWS Secrets Manager is a JSON value, for example {"pass1": "my-password", "pass2": "my-password2"}, then you need to specify the Field to point to the exact JSON value that should be used. For example, Secret Name: edge-db-customer; Field: pass.
      Note If the secret stored in your AWS Secrets Manager is a plain string value, for example my-password, then you do not need to specify the Field.
      Example 

    To use your vault, do the following:
    1. In the Value Type field, select Vault Key.
    2. Enter the name of the secret in your vault where the value is stored.
      Example 
    		 Yes
    Password

    The password you use to sign in to the web portal.

    To use your vault, do the following:
    1. In the Value Type field, select Vault Key.
    2. Enter the query value to identify the secret in your vault.
      Example 
      Note The Query must be a string containing the properties required to identify the secret. Each property must be separated by a semicolon (;). For example: Safe=<SafeName>;Folder=<FolderName>;Object=<ObjectName>

      If a property is a folder with sub-folders, use a backslash (\) to define the folder path. For example: Folder=Root\Top Secrets\More Secrets

      For more information about query formats and supported properties, go to the CyberArk Credential Provider documentation.

    To use your vault, do the following:
    1. In the Value Type field, select Vault Key.
    2. Enter the required information:
      Secret Engine Type
      Select one of the following:
      • Key Value
      • Database
      Engine Path
      The engine path to your vault where the value is stored.
      Secret Path
      The secret path to your vault where the value is stored.
      Field
      If your Secret Engine Type is Key Value, enter the name of the field to your vault where the value is stored.
      Role
      If your Secret Engine Type is Database, enter the role specified in the Database engine.
      Example 

    To use your vault, do the following:
    1. In the Value Type field, select Vault Key.
    2. Enter the required information:
      Vault Name
      The name of your Azure Key Vault in your Azure Key Vault service where the value is stored.
      Secret Name
      The name of the secret in your vault where the value is stored.
      Example 

    To use your vault, do the following:
    1. In the Value Type field, select Vault Key.
    2. Enter the required information:
      Secret Name
      The name of the secret in your vault where the value is stored.
      Field
      If the secret stored in your AWS Secrets Manager is a JSON value, for example {"pass1": "my-password", "pass2": "my-password2"}, then you need to specify the Field to point to the exact JSON value that should be used. For example, Secret Name: edge-db-customer; Field: pass.
      Note If the secret stored in your AWS Secrets Manager is a plain string value, for example my-password, then you do not need to specify the Field.
      Example 

    To use your vault, do the following:
    1. In the Value Type field, select Vault Key.
    2. Enter the name of the secret in your vault where the value is stored.
      Example 
    		 Yes
  5. Click Create.

What's next

Add the Technical Lineage for SSRS-PBRS capability to the Edge site.

What's next

Add the Technical Lineage for SSRS/PBRS capability to your Edge or Collibra Cloud site.