Understanding how the designer connection relates to the Service Gateway

[JamesMorgan]

Hi,

I am new here and I see that its OK to ask a stupid / simple question.

So here goes.  We have a project that is using data held on-premise in a SQL database.

We have installed the "on Premise Gateway" and connected from the PowerBI service and the test connection succeeded.  We ahve a gateway cluster with a dtaset that connects.

The PowerBi desktop designer is connected to the data directly as a SQL data source.

When the report is publihsed and we try to refresh the data we get an error stating 

"Gateway configuration issues. Gateway requires properly configured gateway. if using enterprise mode, make sure added the following data sources in the gateway management portal."

My understanding is that as long as the SQL data connection names are the same between the Desktop file and the Service Gateway then the connection should work.  Is this correct ?

Should we have used a personal gateway on the PowerBi desktop machine rather than a direct connection to the SQL server ?

Thanks

James

[JamesMorgan · Accepted solution]

With a few mouse clicks on the gateway datasource page I seemed to have done the right thing.

It is not clear but I think what was required is that when the gateway connection is presented, you need to click on the radio button next to the gateway name.

Once I did that it seemed to make the connection.

So I think that the answer to my question is that thee is no automatic recognition of the gateway with the data source from the desktop but all you need to do is to select the correct gateway and then it is fixed.

[Seth_C_Bauer]

Hi @JamesMorgan, welcome to the Power BI community! Lets walk through the process really quick.

1) Install gateway

2) Go to Manage Gateway in the Service and create the data source to the SQL Server

3) Add the user (who is publishing the report) to the Users on the gateway. (You have admins, and you have users. Every user that can use that datasource needs to be assigned as a user. This is done on the datasource in the gateway.)

4) Publish Report

5) Go to dataset, check that you have access to the gateway (Should automatically show the report user that they can use it)

6) Set your schedule

Now, if all the above is good. There appears to be an issue with the latest gateway, and the details to get around that are on the support site. Hopefully you aren't running into that your first time setting it up 🙂

Support Site

https://powerbi.microsoft.com/en-us/support/

Customers installing Data Gateway for the first time using the August version may see "Error 1920" during installation. Engineers are working on a fix. To work around the error, customers can do the following:
• Login as user with admin privileges
• Open ‘Local group policy editor’ by typing gpedit.msc in the "Run" prompt
• Navigate to Computer Configuration -> Windows Settings -> Security Settings -> User Rights Assignment 
• Open ‘Log on as a service’ policy
• Add ‘Everyone’ to the policy

• Installing now should solve the problem. ‘Everyone’ can be removed from policy after completing installation

Next Update @08/16/2018 17:00 PDT

[JamesMorgan]

Hi Seth,

Thanks for that.

This is set up as you have indicated.

When we get the error it states that we need to create a data set giving us the server and database names.  These are the same settings that we have used when creating the Gateway datasource in the first place.  In fact the error message requires two data sources.  The lines are identical except that the database name in the first is lower case and in the second it is upper case.

James