Transitioning from Power BI Collection to Power BI Embedded requires a lot of effort and appropriate data to ensure a successful transfer. As a process definition, this would involve using the Power BI REST API as a migration tool. This API contains a variety of endpoints that can be used to manage reports, datasets, and workspaces during migration. The Power BI Embedded service itself offers endpoints that enable reports, dashboards, and tiles to be embedded in consumer applications while securing the necessary user interaction and security isolation.
The main phases of migration are:
Assessment of Current Installation: Understand your current Power BI Collection environment- the reports, datasets, and permissions.
Setting up Power BI Embedded: Set up an AAD app for embedding and configuring the Power BI Embedded capacities. You will also need to configure the embedding environment, including defining workspaces and content.
Embedding Reports: Use Power BI's embedding APIs to integrate reports into your app. This will include generating embedded tokens to control users' access and actions.
Data Security and Authentication: Implement Row-Level Security (RLS) if necessary to hide some data and choose between service principal or master user depending on the security needs.
Testing and Validation: After being embedded, complete testing of the reports for robustness, performance, and user permissions so that everything works smoothly.
While there isn't a fully automated tool to manage the entire migration, using these APIs along with Power BI's embedding capabilities will enable many of your collection reports to smoothly transfer into an embedded environment. During this process, keep an eye out for issues such as handling user access, securing data, and maintaining the integrity of visuals in the embedded environment.
