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Troels Holm (Unlicensed)

Norman Cummins (Unlicensed)

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Note

Inside the PBIX file there is a stored data source.
It is important that this data source (SQL server and credentials) is the same as the one used in the Power BI data gateway.
The easiest way to achieve this, is to have the Power BI Desktop and the Power BI Gateway installed on the same machine (the SQL server).

Database installation / update

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  1. Create a new Insights database (e.g. "dzreporting") next to the DAM database.
    Note: Make sure the Insights database has the same collation as the DAM database.

  2. Create a new SQL server login (e.g. "insights").
    You can use any authentication you want (Windows/SQL), but it should have the following properties:
    1. Default database = "dzreporting" (database created in 1). Be sure to uncheck the "Enforce Password Policy, and select the DZreporting database under Default Database (changing it from master to DZreporting).
    2. Under User Mapping set  "db_owner, public" for the insights database, and "db_datareader" for the DAM database.

  3. Unblock and unpack the database zip file into a local folder.

  4. Edit the file "Digizuite.Insights.DbUpgrade.exe.config" with a text-editor and change to match your setup:
    1. ConnectionString (use credentials created in step 2). Remember to set the Initial Catalog = dzreporting.
    2. DAMDatabaseName (to be typed in under "value= ")
    3. (Best pratice) Remember to backup the database i.e. yourdatabasename_dam before prior to step 5.
  5. Run the executable "Digizuite.Insights.DbUpgrade.exe" and inspect the output (optionally using the created 'log.txt').

Power BI 

The visualizations are delivered in a PBIX file that contains all new features and fixes.
Steps 1-5 are only necessary for new installations. If performing an update you may skip to step 6. 

  1. Create a Power BI PRO account and login ( or use get an existing).

  2. Install Download and install the Power BI Desktop gateway on any computer (recommended is the SQL server).
    https://powerbi.microsoft.com/en-us/desktopgateway/

  3. Open the PBIX file Setup the Gateway using the Power BI account and ensure that the data source is correct for the Insights database:is is available in Power BI settings afterwards.
    The credentials must define "db_datareader" in both the Insights and DAM database.
    The credentials may be restricted to the SELFSERVICE schema in the Insigths database..
    See: File→Options and Settings→Data source settings
    Publish to Power BI.
    Download and install the Power BI gateway on any computer (recommended is the SQL server).
    https://powerbi.microsoft.com/en-us/gateway/
    Setup the Gateway using the Power BI account and ensure that is is available in Power BI settings afterwards.
    You must use the same data source settings as defined used in step 36.

  4. Go to the DataSet in Power BI and enable desired schedule for updating the online cube.
    While it vary by installation and data, it is recommended to schedule updates 2 times a day maximum.
    If the schedule requires more frequent updates, it is recommended to setup the Insights solution with a datawarehouse. 

  5. Optional: Install Power BI Mobile:
    Desktop on any computer (recommended is the SQL server).
    https://powerbi.microsoft.com/en-us/desktop/

  6. Open the PBIX file and ensure that the data source is correct for the Insights database:
    See: File→Options and Settings→Data source settings
    The credentials must define "db_datareader" in both the Insights and DAM database.
    The credentials may be restricted to the SELFSERVICE schema in the Insigths database..
    You must use the same data source settings as used in step 3.

  7. Publish to Power BI.


Info

You may also want to use the Power BI mobile app (https://powerbi.microsoft.com/en-us/mobile/) which is available both in Apple App Store and Google Play.

Self-service access 

To setup self-service access you need to create a SQL login that defines:

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Note

When using the SELFSERVICE access, caution should be taken about usage. In this sceanrioscenario, you are typically not controlling the usage and update schdules.
This could potentially lead to overloaded usage and locking. If you are not controlling these schedules, it is recommended to setup the Insights solution with a datawarehouse


Client registrations

Analytics data needs to be sent to the API in order to show in Digizuite(tm) Insights. Applications that send data are considered to be Insights clients. Some clients always send these informations to the API while others needs to be configured for it:

  • DAM Center is always registered to send analytics data.
  • Media Manager needs to opt-in by setting the app setting "EnableDAMStats" to "true".


Insights Installation & Configuration Guides

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In the New Database dialogue box type a name for the Database EG DZReporting and click OK

Select Options and ensure the DZReporting Database is using the same Colation as the DAM Database.

This can be configured from Options in the left hand pane.

On the SQL Server expand Databases and check the Database has been created

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Copy the Insights installation zip folder to the Server, unblock and extract the files.

Open the extracted folder and edit the config file with Notepad or any other Text editor.

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The gateway is now ready for use.


Tip


If the connection fails it could be because the PowerBI Gateway Service has not started, to start the service.

Open Command Prompt as Administrator and run the following commands:

net stop PBIEgwService

net start PBIEgwService

Once the service is running your Gateway Connection should succeed.