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Fredrik Frequent Visitor
Frequent Visitor

Moving from personal gateway to the enterprise gateway

We've had the personal gateway (PG) installed on the server to allow for refresh of the on-premise SQL Server data. Now with the release of the Enterprise gateway (EG) I can see no reason to keep the PG but want to replace it with the EG. Both are installed on the server (which should be fine) but under Gateway setting only the EG is listed. However since all datasets that are created were created when the PG was used, they are all setup with the PG as gateway under "Gateway connection" in the dataset settings page. The option "Use an enterprise gateway" is disabled and cannot be selected. 

 

I was told that there is no way to move from PG to EG for a dataset but that I need to delete the dataset and re-create it in order to change the gateway used. Deleting a dataset will of course delete all reports, tiles etc. that use that dataset so this is not a good option.

So questions:
A) Why is the "use an enterprise gateway" option disabled although it is installed, configured and working OK

B) Is the only option to move from PG to EG really to delete all the datasets?

C) Is there ANY reason nowadays to use the PG over the EG?

 

Thanks

Fredrik

1 ACCEPTED SOLUTION

Accepted Solutions
Power BI Team dimazaid
Power BI Team

Re: Moving from personal gateway to the enterprise gateway

Hi Fredrik,
Few things to explain before answering your questions below: 

- In order to start using the Enterprise gateway, you need to go to Manage Gateway page and add your SQL server connection there, where you add server,DB name and your credentials that you want to use. Now after you do that you can go to your dataset again and the Enterprise Gateway should show up. Make sure that the data source information you add under the gateway matches exactly what you have on that dataset. No additional work needed to move to using from the Personal Gateway to the enterprise one. More info can be found here: https://powerbi.microsoft.com/en-us/documentation/powerbi-gateway-enterprise-manage-sql/
- "Manage Gateways" UI will only show the enterprise gateways, it doesn't show the personal gateway, since you could only have one.

- You are right: there is no way to move from using the personal gateway to the enterprise one. The only way to do it is to add the data sources to the new enterprise gateway one by one.

To your questions:

A) Why is the "use an enterprise gateway" option disabled although it is installed, configured and working OK

  • you need to add the data source from manage gateways.

B) Is the only option to move from PG to EG really to delete all the datasets?

  • You do not have to delete the datasets, just make sure the server name and DB name match 100% between the data source you add under the gateway and the ones you used to establish the connection in your report.

C) Is there ANY reason nowadays to use the PG over the EG?

  • Yes, use cases are different: in the personal gateway you can run it on your personal laptop without having to be an admin on that machine, you can use one gateway for all your datasets. The downside is you cannot share the gateway, you cannot have a centralized control, and you cannot establish a direct query in the persona gateway.
15 REPLIES 15
wonga Established Member
Established Member

Re: Moving from personal gateway to the enterprise gateway


@Fredrik wrote:

We've had the personal gateway (PG) installed on the server to allow for refresh of the on-premise SQL Server data. Now with the release of the Enterprise gateway (EG) I can see no reason to keep the PG but want to replace it with the EG. Both are installed on the server (which should be fine) but under Gateway setting only the EG is listed. However since all datasets that are created were created when the PG was used, they are all setup with the PG as gateway under "Gateway connection" in the dataset settings page. The option "Use an enterprise gateway" is disabled and cannot be selected. 

 

I was told that there is no way to move from PG to EG for a dataset but that I need to delete the dataset and re-create it in order to change the gateway used. Deleting a dataset will of course delete all reports, tiles etc. that use that dataset so this is not a good option.

So questions:
A) Why is the "use an enterprise gateway" option disabled although it is installed, configured and working OK

B) Is the only option to move from PG to EG really to delete all the datasets?

C) Is there ANY reason nowadays to use the PG over the EG?

 

Thanks

Fredrik


To answer your third question, the personal gateway was and still is intended to be installed on a workstation and not a server. It is primarily used for refreshing personal datasets such as an Excel file.

 

I'm experiencing similar issues with trying to switch over to an Enterprise Gateway as well, but my problems are bit more troublesome because for some reason I can't set up my Oracle database as a datasource even though I can connect to it through Power BI Desktop.

Power BI Team dimazaid
Power BI Team

Re: Moving from personal gateway to the enterprise gateway

Hi Fredrik,
Few things to explain before answering your questions below: 

- In order to start using the Enterprise gateway, you need to go to Manage Gateway page and add your SQL server connection there, where you add server,DB name and your credentials that you want to use. Now after you do that you can go to your dataset again and the Enterprise Gateway should show up. Make sure that the data source information you add under the gateway matches exactly what you have on that dataset. No additional work needed to move to using from the Personal Gateway to the enterprise one. More info can be found here: https://powerbi.microsoft.com/en-us/documentation/powerbi-gateway-enterprise-manage-sql/
- "Manage Gateways" UI will only show the enterprise gateways, it doesn't show the personal gateway, since you could only have one.

- You are right: there is no way to move from using the personal gateway to the enterprise one. The only way to do it is to add the data sources to the new enterprise gateway one by one.

To your questions:

A) Why is the "use an enterprise gateway" option disabled although it is installed, configured and working OK

  • you need to add the data source from manage gateways.

B) Is the only option to move from PG to EG really to delete all the datasets?

  • You do not have to delete the datasets, just make sure the server name and DB name match 100% between the data source you add under the gateway and the ones you used to establish the connection in your report.

C) Is there ANY reason nowadays to use the PG over the EG?

  • Yes, use cases are different: in the personal gateway you can run it on your personal laptop without having to be an admin on that machine, you can use one gateway for all your datasets. The downside is you cannot share the gateway, you cannot have a centralized control, and you cannot establish a direct query in the persona gateway.
Fredrik Frequent Visitor
Frequent Visitor

Re: Moving from personal gateway to the enterprise gateway

Thank you!

 

The reason why the EG option was disabled was because the server name was not identical as the one in the personal gateway. In the PG I had servername.domain and in the EG only servername. Once I created a new EG datasource with servername.domain as servername the EG option is now available to select when configuring the gateway for the dataset.

 

Follow-up questions

1. Can I be confident that it will be OK to switch to the EG now that the option is enabled or is there any other caveats?

2. If I proceed and change the gateway for all configured datasets I should be OK to uninstall the personal gateway from the server, right?

 

Thanks again

Fredrik

Power BI Team dimazaid
Power BI Team

Re: Moving from personal gateway to the enterprise gateway

hi @Fredrik,
The answer is yes for both. Just make sure the data sources you're using with Personal Gateway is currently supported in the EGW. 

JenM Regular Visitor
Regular Visitor

Re: Moving from personal gateway to the enterprise gateway

We just went through this exact issue as well when trying to migrate from the peronal gateway to the on-premise gateway.

 

The solution described below (make sure the server name and DB name match 100% between the data source you add under the gateway and the ones you used to establish the connection in your report) DID NOT resolve our problem. Case-sensitivity was a red-herring as well. (Note, we're using an Azure SQL server.)

 

Our solution required that we establish the connection to both the server and the database in a single call:

 

================= On Premise Gateway configuration: =================

Server: CSG-SQL.cloudapp.net,57500

Database: csgODS

 

================= OLD SYSTEM, which worked using Personal Gateway: ================

Source:
let
    Source = Sql.Databases("CSG-SQL.cloudapp.net,57500")
in
    Source

 

All other queries were prefaced with these two lines:
let
    Source = Source,
    csgODS = Source{[Name="csgODS"]}[Data],
    ...

 

================ NEW SYSTEM, which works using the On-Premise Gateway: ================

Source

let
    Source = Sql.Database("CSG-SQL.cloudapp.net,57500", "csgODS")

 in
    Source

 

All other queries now just start with this line:

let
    Source = Source,
    ...

Sreekanth Frequent Visitor
Frequent Visitor

Re: Moving from personal gateway to the enterprise gateway

I re-configured EG with required data sources but could not remove PG as its been grayed out. Looks like I am into similar situation like you said above and need to configure same data source through EG.  How can we identify the data sources configured with EG on my profile?

 

 

dcresp Member
Member

Re: Moving from personal gateway to the enterprise gateway

I have the same issue, despite removing Personal Gateway from the computer that it was installed on, installing the enterprise gateway and conecting to a data source, testing conections which showes as being good, the issue above is still there. Under Gateway conection, it is showing - Use your data gateway (Personal Power BI). However, below this Use Data Gateway is greyed out. I have tried upper and lower case for the databse name, tried to use the server.domain_name but this was not accespted as a conection and not sure what else to try. Does anyone know how else I might try to remove the personal gateway. We are using an on premises SLQ Server. 

MojoGene Member
Member

Re: Moving from personal gateway to the enterprise gateway

dcresp

 

Did you ever get a solution to this problem? I am stuck with the same issue.

dcresp Member
Member

Re: Moving from personal gateway to the enterprise gateway

No I am still stuck as well.

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