The on-premises data gateway acts as a bridge to provide quick and secure data transfer between on-premises data basically a data that is not in the cloud and several Microsoft cloud services.
There are two types of gateways as following:
On-premises data gateway:
- It is also known as Standard mode, or Enterprise gateway.
- It allows multiple users to connect to multiple on-premises data sources.
- This gateway supports schedule refresh and live query for Power BI.
On-premises data gateway (personal mode):
- It allows one user to connect to sources, and can not be shared with others.
- It can be used only with Power BI.
- You can use a personal gateway to install a gateway on your own personal computer and gain access to on-premises data.
- This gateway supports only scheduled refresh.
- The on-premises data gateway (personal mode) is a version of the on-premises data gateway that works only with Power BI.
Here is the some difference between On-premises data gateway (Standard mode) and On-premises data gateway (personal mode).
Now we will see, how to download and install On-premises data gateway step by step.
Note that: Power BI Data Gateway can be installed either on a Windows PC or Server. However, it is not recommended to install it on a device that might be turned off, because in such a case the gateway service will stop, and the data refresh will stop.
Install the on-premises data gateway
To install a Gateway, logon to your Power BI Service (https://app.powerbi.com).
Go to Download section and click on Data Gateway.
Once you click on Data Gateway, you will be navigated to Microsoft official website.
Now click on Download standard mode as shown below.
Once it is downloaded, go to download folder and run the .exe file (GatewayInstall.exe).
Once you run the .exe file, you will see a screen appears which asks you to choose the location to install gateway, so you can either go with default location or can change the location after that read and accept the term and conditions then click on Install.
Once you click on Install, you will see a gateway is being installed. It may take few minutes to install.
Once it is installed, it will open the sign in page to register gateway as shown below.
After that select Register a new gateway on this computer, and click on Next button.
Once you click on Next, now it asks you to fill some details to register gateway such as Gateway name, recovery key.
So provide a name for the gateway and an 8-digit recovery key then click on Configure button.
Once you click on Configure, you will see a message that The gateway Enterprise Gateway (name of your gateway) is online and now ready to be used.
Now you can click on Close button.
Now the gateway is configured and ready to use, Lets go to Power BI service and see how to add data source to this gateway.
Once you click on Manage Gateway, you will see that the name name of gateway that you provided while installing the gateway is automatically being listed under the cluster.
Lets add the data source to gateway, click on Add data source to use this gateway.
After that, you will see a Add Data Source Screen appears there under the Data Source Settings tab, you need to provide data source details.
Provide data source name, and select data source type from Drop down.
Then, provide the server name, database name, and Authentication method.
Under Advance Settings option you could either configure Use SSO via Kerberos for DirectQuery queries or Use SSO via Kerberos for DirectQuery And Import queries for DirectQuery based Reports and Use SSO via Kerberos for DirectQuery And Import queries for Refresh based Reports.
When you use the Use SSO via Kerberos for DirectQuery queries and use this data source for a DirectQuery based Report, it will use the credentials of the user that signs in to the Power BI service. For a Refresh-based Report, it will use the credentials that you enter in the Username and Password fields.
When you use the Use SSO via Kerberos for DirectQuery And Import queries, you do not need to provide any credentials. If this data source is used for DirectQuery based Report, it will use the user that’s mapped to the (Azure) Active Directory user that signs in to the Power BI service. For a Refresh based Report, it will use the dataset owner’s security context.
After that click on Add button, It test the connection and let you know the status whether it is connected successfully or failed. On successful it creates a data source.
Now click on User tab, here you can add people who can publish reports that use this data source.
Once you done with this, you have successfully configured gateway and added a data source to this gateway.