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articles/purview/register-scan-power-bi-tenant.md

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@@ -6,7 +6,7 @@ ms.author: csugunan
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ms.service: purview
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ms.subservice: purview-data-map
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ms.topic: how-to
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ms.date: 09/21/2022
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ms.date: 09/22/2022
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ms.custom: template-how-to, ignite-fall-2021
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---
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To create and run a new scan, do the following:
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1. Create an App Registration in your Azure Active Directory tenant. Provide a web URL in the **Redirect URI**. Take note of Client ID(App ID).
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1. In the [Azure portal](https://portal.azure.com), select **Azure Active Directory** and create an App Registration in the tenant. Provide a web URL in the **Redirect URI**. Take note of Client ID(App ID).
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:::image type="content" source="media/setup-power-bi-scan-catalog-portal/power-bi-create-service-principle.png" alt-text="Screenshot how to create a Service principle.":::
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1. Under **Advanced settings**, enable **Allow Public client flows**.
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2. In the Microsoft Purview Studio, navigate to the **Data map** in the left menu.
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2. Under **Certificates & secrets**, create a new secret and save it securely for next steps.
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1. Navigate to **Sources**.
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3. In Azure portal, navigate to your Azure key vault.
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1. Select the registered Power BI source.
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4. Select **Settings** > **Secrets** and select **+ Generate/Import**.
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1. Select **+ New scan**.
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:::image type="content" source="media/setup-power-bi-scan-catalog-portal/power-bi-key-vault.png" alt-text="Screenshot how to navigate to Azure Key Vault.":::
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1. Give your scan a name. Then select the option to include or exclude the personal workspaces.
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5. Enter a name for the secret and for **Value**, type the newly created secret for the App registration. Select **Create** to complete.
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:::image type="content" source="media/setup-power-bi-scan-catalog-portal/power-bi-key-vault-secret-spn.png" alt-text="Screenshot how to generate an Azure Key Vault secret for SPN.":::
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6. If your key vault isn't connected to Microsoft Purview yet, you'll need to [create a new key vault connection](manage-credentials.md#create-azure-key-vaults-connections-in-your-microsoft-purview-account)
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7. In the Microsoft Purview Studio, navigate to the **Data map** in the left menu.
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8. Navigate to **Sources**.
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9. Select the registered Power BI source.
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10. Select **+ New scan**.
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11. Give your scan a name. Then select the option to include or exclude the personal workspaces.
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>[!Note]
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> Switching the configuration of a scan to include or exclude a personal workspace will trigger a full scan of Power BI source.
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1. Select your self-hosted integration runtime from the drop-down list.
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12. Select your self-hosted integration runtime from the drop-down list.
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:::image type="content" source="media/setup-power-bi-scan-catalog-portal/power-bi-scan-shir.png" alt-text="Image showing Power BI scan setup using SHIR for same tenant.":::
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1. For the **Credential**, select **service principal** and select **+ New** to create a new credential.
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13. For the **Credential**, select **service principal** and select **+ New** to create a new credential.
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1. Create a new credential and provide required parameters:
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14. Create a new credential and provide required parameters:
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- **Name**: Provide a unique name for credential
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- **Authentication method**: Service principal
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- **Tenant ID**: Your Power BI tenant ID
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- **Client ID**: Use Service Principal Client ID (App ID) you created earlier
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1. Select **Test Connection** before continuing to next steps. If **Test Connection** failed, select **View Report** to see the detailed status and troubleshoot the problem
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:::image type="content" source="media/setup-power-bi-scan-catalog-portal/power-bi-scan-spn-authentication.png" alt-text="Screenshot of the new credential menu, showing Power BI credential for SPN with all required values supplied.":::
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15. Select **Test Connection** before continuing to next steps. If **Test Connection** failed, select **View Report** to see the detailed status and troubleshoot the problem
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1. Access - Failed status means the user authentication failed. Scans using managed identity will always pass because no user authentication required.
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2. Assets (+ lineage) - Failed status means the Microsoft Purview - Power BI authorization has failed. Make sure the Microsoft Purview managed identity is added to the security group associated in Power BI admin portal.
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3. Detailed metadata (Enhanced) - Failed status means the Power BI admin portal is disabled for the following setting - **Enhance admin APIs responses with detailed metadata**
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:::image type="content" source="media/setup-power-bi-scan-catalog-portal/power-bi-test-connection-status-report.png" alt-text="Screenshot of test connection status report page.":::
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1. Set up a scan trigger. Your options are **Recurring**, and **Once**.
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16. Set up a scan trigger. Your options are **Recurring**, and **Once**.
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:::image type="content" source="media/setup-power-bi-scan-catalog-portal/scan-trigger.png" alt-text="Screenshot of the Microsoft Purview scan scheduler.":::
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1. On **Review new scan**, select **Save and run** to launch your scan.
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17. On **Review new scan**, select **Save and run** to launch your scan.
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### Create scan for same-tenant using self-hosted IR with delegated authentication
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- **Client ID**: Use Service Principal Client ID (App ID) you created earlier
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- **User name**: Provide the username of Power BI Administrator you created earlier
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- **Password**: Select the appropriate Key vault connection and the **Secret name** where the Power BI account password was saved earlier.
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:::image type="content" source="media/setup-power-bi-scan-catalog-portal/power-bi-scan-delegated-authentication.png" alt-text="Screenshot of the new credential menu, showing Power B I credential with all required values supplied.":::
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1. Select **Test Connection** before continuing to next steps. If **Test Connection** failed, select **View Report** to see the detailed status and troubleshoot the problem
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2. Select **Test Connection** before continuing to next steps. If **Test Connection** failed, select **View Report** to see the detailed status and troubleshoot the problem
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1. Access - Failed status means the user authentication failed. Scans using managed identity will always pass because no user authentication required.
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2. Assets (+ lineage) - Failed status means the Microsoft Purview - Power BI authorization has failed. Make sure the Microsoft Purview managed identity is added to the security group associated in Power BI admin portal.
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3. Detailed metadata (Enhanced) - Failed status means the Power BI admin portal is disabled for the following setting - **Enhance admin APIs responses with detailed metadata**
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:::image type="content" source="media/setup-power-bi-scan-catalog-portal/power-bi-test-connection-status-report.png" alt-text="Screenshot of test connection status report page.":::
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1. Set up a scan trigger. Your options are **Recurring**, and **Once**.
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3. Set up a scan trigger. Your options are **Recurring**, and **Once**.
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:::image type="content" source="media/setup-power-bi-scan-catalog-portal/scan-trigger.png" alt-text="Screenshot of the Microsoft Purview scan scheduler.":::
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1. On **Review new scan**, select **Save and run** to launch your scan.
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4. On **Review new scan**, select **Save and run** to launch your scan.
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:::image type="content" source="media/setup-power-bi-scan-catalog-portal/save-run-power-bi-scan.png" alt-text="Screenshot of Save and run Power BI source.":::
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