Trying to reconnect the dataflows to the Oracle server

[Anonymous]

Hi,

I am trying to reconnect our Power BI dataFlow to the Oracle DWH. I have been provided credentials for the Oracle DWH but I can't seem to use them anywhere with success. here are the places which I have issue:

In Power BI service when I choose the previously defined connection, and enter credentials, the system starts to think for a long time:

In powerQuery, there is message for the tables saying "Credentials are required to connect to the Oracle source." but when I press the configure Connection, there is nothing I can do:

What am I missing? I don't want to make a new connection, because I am afraid that It starts to bring in everything fresh. Then I would need to write a lot extra codes to replicate what was there before.

Thank you 

[BA_Pete]

Hi @Anonymous ,

The "Create new connection" bit is to create a new connection within your gateway, so shouldn't negatively affect your actual queries.

If you don't have an enterprise gateway then you'll need to get one set up in order to schedule refreshes against this source in either datasets or Dataflows. You'll also need to ensure that your gateway is installed with the appropriate Oracle OLEDB Provider.

Pete

[Anonymous]

I understand, but It doesn't allow me to click create or do anything in the Power Query page... Does that mean that I have to define the gateway first? Does that mean that the gateways are lost when you take the ownership of a dataflow?

Is there any other way than creating a gateway? of course I need to schedule refreshes.

[BA_Pete · Accepted solution]

The only way to refresh on-prem data from the PBI cloud (PBI Service, Dataflows) is to set up a gateway. A gateway is an always-on, physical workstation or server that runs the gateway software as a service.

Once your gateway set up, the easiest/tidiest thing to do is to create your data source on the gateway first at the highest possible authorisation level (e.g. at server level rather than DB level). This then makes this authentication level available for all reports that need access to on-prem data from the PBI cloud.

Once that's done and you create the connection to your server in a dataflow, the 'Data gateway (none)' part in your screenshot will auto-populate with 'Data gateway [your gateway name]' after the Dataflow scans your account for gateway sources with matching connection values.

And no, gateways aren't 'lost' when someone takes over a Dataflow but, if the person who takes over the DF is not set up on the gateway source as an authenticated user of that source, then they will not be able to use the gateway connection.

If you've taken over a DF that used to work via a gateway, then the easiest thing to do would be to ask the gateway owner to set you up as a user on their gateway for that specific source connection. This will transfer authentication to you via the gateway and allow your cloud queries to connect/refresh from this source.

Pete

[Anonymous]

Thank you. I understand now what is the problem then.