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ryan_b_fiting's avatar
ryan_b_fiting
Post Patron
6 years ago
Solved

Setting up On Premisis Gateway

Hello - 

I am looking for some insight on the setting up an On-Premisis Gateway for a client.  I have full access to their PBI Service and am able to publish from desktop to their service.  I am looking to set up the gateway for them as the last steps in our contract.

 

If I download the gateway and register it on my local computer are they able to go in and add a data source to that to schedule refresh, and refresh the data from the service? 

Does the gateway only work when my local computer is online and connected to the Internet? How can we avoid this issue of the data not refreshing if I am not connected?

 

Any help would be appreciated or any links to resources (that are not all over the place) would be very helpful.

 

Thank you in advance for the help and resources!

Ryan

 

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  • v-lionel-msft's avatar
    v-lionel-msft
    6 years ago

    Hi ryan_b_fiting ,

     

    “Despite those being in the cloud, we still need the gateway for even do on demand refreshes in PBI service, correct?  ”

    For cloud data, you can use scheduled refresh without a gateway.

     

    Best regards,
    Lionel Chen

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

5 Replies

  • blopez11's avatar
    blopez11
    Super User
    6 years ago

    If you install the gateway on your machine, then your machine needs to be online in order for data sources setup in the service to access the data that the gateway surfaces

     

    Your clients will need to be setup as gateway administrators in the service in order to create data sources in the service that use the gateway and to schedule report refreshes that use the gateway

     

    Why do you want to install the gateway on your machine and not on one of the clients?  Is it because only your machine has access to the data?

    • ryan_b_fiting's avatar
      ryan_b_fiting
      Post Patron
      6 years ago

      blopez11That is what I thought had to be done.  The client is a small business without the resources to set this up.  

       

      I will have to proide them with some documentation on how to set it up on their end and get the gateway going.

      One last question, do you know of any streamlined workarounds to avoid the scheduled refreshes from not running?  What I mean by that, is there anyway to install the gateway to avoid any missed refreshes due to the computer being offline or turned off? 

      • blopez11's avatar
        blopez11
        Super User
        6 years ago

        Unfortunately, there is no way to avoid scheduled refreshes from not running when the gateway is offline, unless all of the data sources are cloud based (then you don't need a gateway)

         

        In the past, we have setup a virtual machine that had access to the data sources and installed the gateway there and left it up and running.  We didn't install on a personal machine

         

        I don't know the type of data sources you or your clients will be using, but the gateway install is pretty easy: https://docs.microsoft.com/en-us/data-integration/gateway/service-gateway-install