Create a SSRS-PBRS connection to an Edge site

Tip You can set up this integration in the unified integrations experience (in preview). This feature is in public preview and applies to metadata, AI, SAP, and lineage integrations. In one guided flow, you select an Edge site, create the connection, add the integration, and configure it. To get started, in the banner on the Integration configuration tab, click Try the new Integrations page. For more information, go to About the unified integrations experience (in preview).

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

Prerequisites

In Collibra

• 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.
If you want to add connection values from a vault, you have added the vault to your Edge site. 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. For more information, go to the Vault documentation.
Note  Vaults are not supported on Collibra Cloud sites.

In your SQL Server Reporting Services and Power BI Report Server environments

• 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.
    If your SSRS environment does not use permission inheritance, assign the item-level role to each folder in the folder hierarchy that you want to ingest. Otherwise, folders without explicit permissions are not returned by the API and are not ingested.
• The following item-level roles in SSRS provide the required access to content in SSRS-PBRS.

  Item-level role	Supported content
  Content Manager	All supported SSRS content.
  Publisher	All supported SSRS content.
  Report Builder	Only the content contained in your paginated reports.
  My Reports	Only the content in the My Reports folders that you own.

• For full access to the Report Server and its content, assign both a system-level role, such as System Administrator, and an item-level role, such as Content Manager.

Steps

1. Open a site.
   1. On the main toolbar, click → 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.
   

   Field	Description	Required
   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
   Description	The 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". You can add this property from your vault. For more information, go to the vault documentation.	Yes
   Username	The username you use to sign in to the web portal. If you use NTLM authentication, include the NTLM domain name in this property. If the username contains a backslash (\), escape it with a second backslash. For example, enter MyDomain\\username instead of MyDomain\username. You can add this property from your vault. For more information, go to the vault documentation.	Yes
   Password	The password you use to sign in to the web portal. You can add this property from your vault. For more information, go to the vault documentation.	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.