Installation

Overview

The OTbase Power BI connector version 4.0 allows users to pull data, including the new compliance data, from their OTbase instance(s) into their Power BI Desktop. Furthermore, it is now compatible with Power BI Service scheduled refresh within the Microsoft Fabric framework.

Requirements

•  OTbase minimum version 7.00 or later
• Compliance data requires version 8.00 or later
• Microsoft Power BI Desktop
• Custom connectors folder on local user account (~/usr/Documents/Power Bi Desktop/Custom Connectors)

For Connection to Fabric/Power BI Service online

• Microsoft Fabric Power BI account and Workspace - For connecting to your Power BI Desktop semantic model and using scheduled data refresh
• Microsoft On-Premise Gateway (Standard)

Download the connector from the customer download portal

First you download the OTbase Connector for Power BI from the OTbase customer download portal. Note that you may only be able to see and download the connector after you have purchased a license.

Unzip the connector

The OTbase Connector for Power BI comes as a ZIP file. After unzipping the file, you will have a binary (.mez file) that can be digested by Power BI.

Move the connector to the right folder

In your Documents folder, create a new folder called "Power BI Desktop".

Within that folder, create a folder called "Custom Connectors".

Move the .mez file to this folder.

Configure connector validation

Open Power BI Desktop and go to File > Options and Settings > Options > Security. Under "Data Extensions" select "(Not Recommended) Allow any extension to load without validation or warning" and click "OK".

Restart Power BI

In order for the change to take effect you will need to restart Power BI.

Check/install SSL certificate validation

If you want to connect to OTbase using HTTPS (recommended), you need to install an SSL certificate to your Windows machine that is hosting Power BI that will allow Windows to validate the certificate of OTbase Inventory.