If you want to setup ‘data refresh’ in the Power BI service for on premise data sources, then the service detects this and proposes you to install the ‘personal gateway’. The ‘personal gateway’ software has to be installed locally (meaning: within your local network) to make connectivity from the cloud to your on premise data possible.
If you want to install the ‘personal gateway’ software (on another computer) later you can also simply download the software and install it.
You can click ‘Install now’ (‘Nu installeren’ in dutch) to start the installation.
After the installation preparation you get an installation confirmation screen.
Click ‘Next’ twice, accept the ‘license agreement’ and click ‘Next’ again. Now you should get a screen to confirm your installation folder.
Change the location for the installation or just click ‘Next’ to install to the standard folder.
Click ‘Yes’ if you get a ‘user account control’ message. Now the actual installation should start.
During the installation you can again get multiple ‘user account control’ messages. Click ’Yes’ every time you get the message.
After a successful installation you can click ‘Launch’
Click ‘Yes’ if you get another ‘user account control’ message.
You are now asked to login to Power BI. Enter your account that has a Power BI pro license and click ‘Continue’ (‘Doorgaan’ in dutch).
Now you are asked to provide your password.
Type in your password and click ‘Connect’ (‘Aanmelden’ in dutch).
The ‘personal gateway’ installation now continues and you are asked to provide your ‘windows credentials’. (Make sure to provide windows credentials that have access to all of the data sources you want to connect to from the cloud). Type in your credentials and click ‘Next’
You should now see a screen that tells you that the ‘personal gateway’ is up and running and that you can go back to the Power BI service now.
Now get back to the Power BI service where you can see that the ‘personal gateway’ has been installed.
Before we can actually refresh our Power BI service dataset, we have to provide credentials for the different type of connections. (connections to a database will be listed as OLEDB, connections to files in the cloud will be listed as WEB, …)
Click ‘Edit credentials’ (‘Referenties bewerken’ in dutch) next to the connections (OLEDB, WEB, …) listed.
The screen below is for an OLEDB connection and the ‘Authentication method’ (‘verificatiemethode’ in dutch) is set to ‘Basic’
Change the ‘Authentication method’ to ‘Windows’
And click ‘Connect’ (‘Aanmelden’ in dutch).
After all credentials have been edited, it is possible to setup ‘Schedule refresh’ (‘vernieuwen plannen’ in dutch).
After providing the parameters fort he scheduled refresh, click ‘Apply’ (‘Toepassen’ in dutch).
You can also choose not to schedule a refresh. The datasets can always be refreshed manually by selecting ‘REFRESH NOW’ (‘NU VERNIEUWEN’ in dutch) in the context menu of a dataset.
By default the ‘personal gateway’ software runs as a service on the local computer so it is not necessary to be logged into windows for the gateway to work. If you scheduled a refresh outside of business hours then make sure that the computer/server where the ‘personal gateway’ software was installed is always on.