Steps to Migrate Power BI Collections to Power BI Embedded
Understand Differences: First, understand the differences between Power BI Embedded and Power BI Collections because Power BI Embedded is much more integrated inside Azure, more scalable, has updated APIs, and has a feature set beyond that of collections.
Set Up an Azure Environment: Your organization should have an Azure subscription. Create an Azure Power BI Embedded capacity to allocate necessary resources for hosting reports.
Audit Existing Collections:
- Examine the existing Power BI collections.
- Identify reports, dashboards, and datasets to migrate.
- Appropriately, document other dependencies such as data source and user access.
Update Authentication: Power BI Embedded relies on Azure AD authentication; an example would be an organization that still needs to migrate its authentication process to Azure AD. An application would need to be updated to use Azure AD tokens.
Transition to the New API: Power BI Embedded uses the Power BI REST API. Modify the code to use new API endpoints for operations concerning embedding reports, managing datasets, and managing user permissions.
Reconfigure Reports and Dashboards: Redeploy existing reports or update them in order to display compliance with the Power BI Embedded form or framework. Each report should be tested thoroughly.
Manage Data Sources: Data sources must be checked, made available, and successful in the new environment. Connection strings and credentials may also have to be updated.
Test the Setup: Test the entire setup, including user access, report functioning, and performance, at the staging point prior to the live setup.
User Training and Documentation Update: Train the end-users and developers on using the new platform. Update internal documentation to reflect changes in workflows and processes.
Post-Migration Monitoring: After the service goes live, monitor all performance and user feedback closely. Tackle any issues as they arise for a smooth transition.
Challenges and Requirements
Technical Modifications: Updating API calls and authentication mechanisms will be that easy.
Data Compatibility: All data sources should be in the new environment.
User Training: Users may require guidance to adjust the changes.
Plan carefully and address all possible challenges, and everything will go smoothly while migrating to Power BI Embedded.
