- Download and Install On-premises data gateway
- Change the path for custom data connector folder in On-premises data gateway so that the gateway can find the custom connector.
NOTE: Ensure the gateway service account (PBIEgwService) has permissions to access the custom connector folder. Alternatively, you can copy connector file to
C:\Windows\ServiceProfiles\PBIEgwService\Documents\Power BI Desktop\Custom Connectors\
.
- Verify the status of data gateway is ready to be used.
- Login to Power BI Service.
- Click on Setting > Manage Gateway.
- Select Allow user's custom data connectors to refresh through this gateway cluster(preview). Click on Apply.
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Click on Add data sources to use the gateway.
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Select Data Source Type as OpenSearch.
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Enter Data Source Name and Server values.
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Select required Authentication Method. Select Anonymous for auth NONE. For AWS_SIGV4, select Key and set aws access credentials for user PBIEgwService at path
C:\Windows\ServiceProfiles\PBIEgwService\.aws\
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Select Encryption mode for connection.
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Click on Add.
- You will get a Connection Successful message.
- Follow instructions to create graph using OpenSearch Data connector.
- Click on Publish to publish the report on Power BI service.
- Select destination and click on Select.
- You will get a success message when report is published.
- Click on Open '%report name%' in Power BI to open published report in Power BI service.
- Click on Edit report to modfify report.
- Use Filters,Visualizations and Fields to modify report.
- Click on Settings > Datasets.
- Select required Gateway and click on Apply.
- Turn on Keep your data up to date option.
- Select refresh frequency and timezone.
- Add email for failure notifications if required.
- Click on Apply.
- You can also check history by clicking on Refresh history.