What are the best practices for managing and refreshing access tokens in Power BI Embedded applications

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What are the best practices for managing and refreshing access tokens in Power BI Embedded applications?

Managing and refreshing access tokens is a critical aspect of using Power BI Embedded applications. I’m looking to understand the best practices for securely obtaining and renewing these tokens to ensure uninterrupted access to reports while avoiding security risks. Could you share the most effective strategies and tools for handling token management in Power BI Embedded scenarios?
Dec 13, 2024 in Power BI by Evanjalin
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To make your Power BI Embedded applications variously manage and renew access tokens, they are secure, efficient, and reliable strategies. Some best practices in token management for applications or embedded reports are:

Use Secure Authentication: Use Azure AD authentication to enable the secure generation of access tokens. Security principals or managed identities would be used as authentication instead of personal credentials. This would make authorized instances or users eligible to ask for tokens only.

Implement Token Caching: Access tokens in Power BI Embedded are valid for limited periods (generally an hour). For this reason, caching of token storage for the token-free periods for which it is valid is encouraged to avoid continuously requesting that a token be issued. This minimizes the extra overhead from the authentication server and adds no inefficiencies to requests in your application while waiting for a new token when it is needed.

Use Refresh Tokens: In addition to access tokens, refresh tokens may also be used to automatically renew an expired access token, thereby eliminating the need for the user to log in again. With a refresh token, the application can get a fresh access token seamlessly and continue a session without interruption. Ensure and consider that such a token should be retained safely and have a lifetime appropriate for the application.

Automate Token Refresh: The token refresh process should be automated before it expires. One can set up a background service in the application that will query the expiration of a token to trigger a refresh well before access is needed. This helps ensure that users realize full, smooth service when there is no token expiration when they are using the application.

answered Dec 13, 2024 by pooja
• 11,230 points

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