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Run the PowerBI Connector Externally

StagePROD
Dashboards
Charts
Owners
Tags
Datamodels
Projects
Lineage

In this section, we provide guides and references to use the PowerBI connector.

Configure and schedule PowerBI metadata and profiler workflows from the OpenMetadata UI:

To run the Ingestion via the UI you'll need to use the OpenMetadata Ingestion Container, which comes shipped with custom Airflow plugins to handle the workflow deployment.

If, instead, you want to manage your workflows externally on your preferred orchestrator, you can check the following docs to run the Ingestion Framework anywhere.

To access the PowerBI APIs and import dashboards, charts, and datasets from PowerBI into OpenMetadata, a PowerBI Pro license is necessary.

PowerBI dataflows are not yet supported.

While configuring the PowerBI ingestion you can choose whether to use the PowerBI Admin APIs to retrieve the metadata or use the PowerBI Non-Admin APIs. Please check below for the the difference in their functionality:

  • Enabled (Use PowerBI Admin APIs) Using the admin APIs will fetch the dashboard and chart metadata from all the workspaces available in the PowerBI instance.

When using the PowerBI Admin APIs, the table and dataset information used to generate lineage is gathered using the PowerBI Scan Result API. This API has no limitations and hence does not restrict getting the necessary data for generating lineage.

  • Disabled (Use Non-Admin PowerBI APIs) Using the non-admin APIs will only fetch the dashboard and chart metadata from the workspaces that have the security group of the service principal assigned to them.

When using the PowerBI Non-Admin APIs, the table and dataset information used to generate lineage is gathered using the PowerBI Get Dataset Tables API. This API only retrieves the table information if the dataset is a Push Dataset. Hence the lineage can only be created for push datasets in this case.

For more information please visit the PowerBI official documentation here.

Follow the steps below to configure the account setup for PowerBI connector:

We extract the information from PowerBI using APIs, this is a manual step a PowerBI Admin needs to do to ensure we can get the right information.

Login to the Power BI as Admin and from Tenant settings allow below permissions.

  • Allow service principles to use Power BI APIs
  • Allow service principals to use read-only Power BI admin APIs
  • Enhance admin APIs responses with detailed metadata

Please follow the steps mentioned here for setting up the Azure AD application service principle.

Go to the Azure Ad app registrations page, select your app and add the dashboard permissions to the app for PowerBI service and grant admin consent for the same:

The required permissions are:

  • Dashboard.Read.All

Optional Permissions: (Without granting these permissions, the dataset information cannot be retrieved and the datamodel and lineage processing will be skipped)

  • Dataset.Read.All

Make sure that in the API permissions section Tenant related permissions are not being given to the app Please refer here for detailed explanation

The service principal does not take into account the default user workspaces e.g My Workspace.

Create new workspaces in PowerBI by following the document here

For reference here is a thread referring to the same

To run the PowerBI ingestion, you will need to install:

All connectors are defined as JSON Schemas. Here you can find the structure to create a connection to PowerBI.

In order to create and run a Metadata Ingestion workflow, we will follow the steps to create a YAML configuration able to connect to the source, process the Entities if needed, and reach the OpenMetadata server.

The workflow is modeled around the following JSON Schema

This is a sample config for PowerBI:

clientId: PowerBI Client ID.

To get the client ID (also know as application ID), follow these steps:

  • Log into Microsoft Azure.
  • Search for App registrations and select the App registrations link.
  • Select the Azure AD app you're using for embedding your Power BI content.
  • From the Overview section, copy the Application (client) ID.

clientSecret: PowerBI Client Secret.

To get the client secret, follow these steps:

  • Log into Microsoft Azure.
  • Search for App registrations and select the App registrations link.
  • Select the Azure AD app you're using for embedding your Power BI content.
  • Under Manage, select Certificates & secrets.
  • Under Client secrets, select New client secret.
  • In the Add a client secret pop-up window, provide a description for your application secret, select when the application secret expires, and select Add.
  • From the Client secrets section, copy the string in the Value column of the newly created application secret.

tenantId: PowerBI Tenant ID.

To get the tenant ID, follow these steps:

  • Log into Microsoft Azure.
  • Search for App registrations and select the App registrations link.
  • Select the Azure AD app you're using for Power BI.
  • From the Overview section, copy the Directory (tenant) ID.

scope: Service scope.

To let OM use the Power BI APIs using your Azure AD app, you'll need to add the following scopes:

  • https://analysis.windows.net/powerbi/api/.default

Instructions for adding these scopes to your app can be found by following this link: https://analysis.windows.net/powerbi/api/.default.

authorityUri: Authority URI for the service.

To identify a token authority, you can provide a URL that points to the authority in question.

If you don't specify a URL for the token authority, we'll use the default value of https://login.microsoftonline.com/.

hostPort: URL to the PowerBI instance.

To connect with your Power BI instance, you'll need to provide the host URL. If you're using an on-premise installation of Power BI, this will be the domain name associated with your instance.

If you don't specify a host URL, we'll use the default value of https://app.powerbi.com to connect with your Power BI instance.

Pagination Entity Per Page:

The pagination limit for Power BI APIs can be set using this parameter. The limit determines the number of records to be displayed per page.

By default, the pagination limit is set to 100 records, which is also the maximum value allowed.

Use Admin APIs:

Option for using the PowerBI admin APIs:

Refer to the section here to get more information.

  • Enabled (Use PowerBI Admin APIs)
  • Disabled (Use Non-Admin PowerBI APIs)

The sourceConfig is defined here:

  • dbServiceNames: Database Service Names for ingesting lineage if the source supports it.
  • dashboardFilterPattern, chartFilterPattern, dataModelFilterPattern: Note that all of them support regex as include or exclude. E.g., "My dashboard, My dash.*, .*Dashboard".
  • projectFilterPattern: Filter the dashboards, charts and data sources by projects. Note that all of them support regex as include or exclude. E.g., "My project, My proj.*, .*Project".
  • includeOwners: Set the 'Include Owners' toggle to control whether to include owners to the ingested entity if the owner email matches with a user stored in the OM server as part of metadata ingestion. If the ingested entity already exists and has an owner, the owner will not be overwritten.
  • includeTags: Set the 'Include Tags' toggle to control whether to include tags in metadata ingestion.
  • includeDataModels: Set the 'Include Data Models' toggle to control whether to include tags as part of metadata ingestion.
  • markDeletedDashboards: Set the 'Mark Deleted Dashboards' toggle to flag dashboards as soft-deleted if they are not present anymore in the source system.

To send the metadata to OpenMetadata, it needs to be specified as type: metadata-rest.

The main property here is the openMetadataServerConfig, where you can define the host and security provider of your OpenMetadata installation.

Logger Level

You can specify the loggerLevel depending on your needs. If you are trying to troubleshoot an ingestion, running with DEBUG will give you far more traces for identifying issues.

JWT Token

JWT tokens will allow your clients to authenticate against the OpenMetadata server. To enable JWT Tokens, you will get more details here.

You can refer to the JWT Troubleshooting section link for any issues in your JWT configuration.

SSL Configuration

If you have added SSL to the OpenMetadata server, then you will need to handle the certificates when running the ingestion too. You can either set verifySSL to ignore, or have it as validate, which will require you to set the sslConfig.certificatePath with a local path where your ingestion runs that points to the server certificate file.

Find more information on how to troubleshoot SSL issues here.

filename.yaml

First, we will need to save the YAML file. Afterward, and with all requirements installed, we can run:

Note that from connector to connector, this recipe will always be the same. By updating the YAML configuration, you will be able to extract metadata from different sources.