You must register on-premises data sources with the Power BI for Office 365 Admin Center before you enable OData feed or cloud access for the data sources. To register on-premises data sources with the Power BI Admin Center, you first need to download, install, and configure a Data Management Gateway on an on-premises computer and then register the gateway with the Admin Center. See Introduction to Data Management Gateway for more details about the gateway.
The Power BI Admin Center lets you create multiple gateways, and download and install client gateways on multiple on-premises computers. For example, you may choose to have one gateway per each department and assign all the data sources in a department to the gateway dedicated to that department. If you try to create a data source in the Power BI Admin Center without having at least one gateway created in the Admin Center, you will be prompted to create a gateway in the Admin Center.
Important Maximum number of gateways allowed per tenant is 200.
The gateway installed on the on-premises computer must be connected to the Data Management Gateway service in the cloud successfully before registering on-premises data sources with the Admin Center. The following procedure provides you with the steps for creating a gateway in the Admin Center, and downloading, installing, and configuring the gateway in an easy way.
- In the Power BI Admin Center, click gateways from the left menu if the gateways tab is not already active and then click + new gateway button on the toolbar in the right pane.
Important If you try to create a data source without adding at least one gateway, the Admin Center will redirect you to the new gateway page.
- On the new gateway page, do the following:
- Specify a name for the gateway. Note that the gateway name cannot contain any space characters.
- Enter description (optional) for the gateway.
- Select Enable cloud credential store to achieve business continuity for the gateway to store credentials for accessing data sources associated with this gateway in the cloud rather than store them on the computer on which gateway is installed. When you store data source credentials in the cloud, it is possible to restore the gateway on another computer when the computer on which gateway is installed crashes and cannot be brought back quickly online. It also allows you to migrate data sources from one gateway to another as long as the other gateway uses the cloud credential store and the same certificate for encrypting/decrypting credentials. For more information, see Business Continuity for a Data Management Gateway.
Important Once you select Enable cloud credential store to achieve business continuity for the gateway setting and save the gateway in Admin Center, you will not be able to revert back to using the local store for storing credentials.
- Click Next button to switch to the next page.
- If you see the users and groups page, ignore it for this release, and click create button to create the gateway.
- On the install & register page, copy the gateway key from the text box to the clipboard by selecting the entire text in the Gateway Key text box, right-click and then click Copy. You will use this key to register the client gateway you will install on your on-premises computer. The gateway key is shared by the Data Management Gateway service in the cloud and the Data Management Gateway that will be installed on your on-premises computer.
- Click download to navigate to the download page for the Data Management Gateway.
Important You can install Data Management Gateway on computers with the following operating systems: Windows 7, Windows Server 2008 R2, Windows 8, Windows Server 2012. Installation of the Data Management Gateway on a domain controller is not supported by the current version.
Important You must be an administrator on the local computer to install and configure the Data Management Gateway successfully. You can add additional users to the Data Management Gateway Users local Windows group. The members of this group will be able to use the Data Management Gateway Configuration Manager tool to configure the gateway.
- Download either 32-bit or 64-bit installation package by following the instructions on the download page and run the MSI file.
- The setup first ensures that the following prerequisites are installed
- NET Framework 4.5
- SQL Server Compact 4.0
Important .NET Framework 4.5.1 is highly recommended to guarantee that the scheduled data refresh is successful. After the setup finishes, in the Data Management Gateway Setup dialog box, click Finish.
- If you are installing the Data Management Gateway for the first time on your computer or you did not save gateway settings while uninstalling the previously installed gateway, you will see the Gateway Setup wizard. On the Gateway Setup wizard, do the following:
- On the register gateway page, paste the gateway key you copied from the Admin Center, and click Register. If the registration is successful, you see the specify certificate for credentials page if you had selected Enable cloud credential store to achieve business continuity for the gateway option while creating the gateway. Otherwise, you see the specify endpoint access page.
- Now, switch to the Power BI Admin Center and click Finish on the install & register page from Step 4.
- Switch back to gateway setup wizard. If you see the specify certificate for credentials page, do one of the following: select Use Power BI generated certificate to use a certificate generated by Power BI. (or) select Use an existing certificate to use a certificate that you already have on your gateway computer. This certificate is used to encrypt data source credentials stored in the cloud. When restoring this gateway on another computer, you need to use the same certificate. Therefore, backup/export the certificate to a network location or another location.
- Click next to switch to the specify endpoint access page.
- On the specify endpoint access page, specify whether you want OData feeds exposed by data sources be accessed via HTTP or HTTPS. When a user uses the URL from the Admin Center to connect to the feed, the URL gets resolved to an on-premises HTTP or HTTPS-based URL based on the setting you specify here. When you select Connect using HTTP, with port option, you can enter the port and when you select Connect using HTTPS, with port, you can specify the port and the SSL certificate. The gateway needs a certificate to provide SSL over HTTP connection. We recommend that you use a certificate from a certificate authority (CA). You can use a self-signed certificate for testing purposes. See Create a Self-signed Certificate for Testing for details.
- Click next to switch to the create data source page. On this page, you can click on the link to navigate to the Admin Center to create a data source now if the Admin Center is not already open.
- Click finish to close the wizard. After you close the Wizard, you will see the Data Management Gateway Configuration Manager, which you can use to configure the gateway further. However, the configuration you have done here should be good enough for most of the scenarios.
- In the Data Management Gateway Configuration Manager, do the following:
- Confirm that Gateway name matches the name of the gateway in the Admin Center.
- Confirm the Gateway key status is set to Registered.
- Confirm that the Service status is set to Started.
- In the Admin Center, confirm that status of the gateway is set to Online.