管理数据源 - 导入/计划刷新Manage your data source - Import/Scheduled Refresh

安装本地数据网关之后,需要添加可与该网关结合使用的数据源。Once you have installed the on-premises data gateway, you will need to add data sources that can be used with the gateway. 本文将介绍如何结合使用网关和用于计划刷新的数据源,而不是 DirectQuery 或实时连接。This article will look at how to work with gateways and data sources that are used for scheduled refresh as opposed to DirectQuery or live connections.

下载和安装网关Download and install the gateway

你可以从 Power BI 服务中下载网关。You can download the gateway from the Power BI service. 选择“下载” > “数据网关”,或转到网关下载页Select Downloads > Data Gateway, or by going to the gateway download page.

添加网关Add a gateway

若要添加网关,只需下载并在你的环境中的服务器上安装企业网关即可。To add a gateway, simply download and install the enterprise gateway on a server in your environment. 安装网关后,该网关将显示在管理网关下的网关列表中。After you have installed the gateway, it will show in the lists of gateways under Manage gateways.

备注

除非你至少是一个网关的管理员,否则“管理网关”将不会显示。Manage gateways will not show up until you are the admin of at least one gateway. 作为管理员添加网关或安装和配置网关时就会出现这种情况。This can happen either by being added as an admin or you installing and configuring a gateway.

删除网关Remove a gateway

删除网关也将删除该网关下的所有数据源。Removing a gateway will also delete any data sources under that gateway. 此外,还会中断任何仪表板和依赖于这些数据源的报表。This will also break any dashboards and reports that rely on those data sources.

  1. 选择右上角的齿轮图标 > 管理网关Select the gear icon in the upper-right corner > Manage gateways.
  2. “网关”> 删除Gateway > Remove

添加数据源Add a data source

可以通过选择某个网关,然后单击添加数据源,或者转到“网关”> 添加数据源来添加数据源。You can add a data source by either selecting a gateway and click Add data source, or go to Gateway > Add data source.

然后,你可以从列表中选择数据源类型You can then select the Data Source Type from the list. 所有列出的数据源均可用于通过企业网关的计划刷新。All of the data sources listed can be used for scheduled refresh with the enterprise gateway. Analysis Services、SQL Server 和 SAP HANA 可以用于计划刷新或 DirectQuery/实时连接。Analysis Services, SQL Server and SAP HANA can be used for either scheduled refresh, or DirectQuery/live connections.

然后需要填写数据源(包括源信息和用来访问数据源的凭据)的信息。You will then want to fill in the information for the data source which includes the source information and credentials used to access the data source.

备注

将使用这些凭据运行对数据源的所有查询。All queries to the data source will run using these credentials. 有关详细信息,请参阅主要本地数据网关文章以了解更多有关如何存储凭据的信息。For more information, see the main on-premises data gateway article to learn more about how credentials are stored.

所有内容填写完毕之后,可以单击添加You can click Add after you have everything filled in. 借助你的本地数据,现在你可以对计划刷新使用此数据源。You can now use this data source for scheduled refresh with your on-premises data. 如果成功,则会看到连接成功You will see Connection Successful if it succeeded.

可用数据源类型的列表List of available data source types

数据源Data source 实时/DirectQueryLive/DirectQuery 用户配置的手动或计划的刷新User configured manual or scheduled refresh
Analysis Services 表格Analysis Services Tabular Yes Yes
Analysis Services 多维Analysis Services Multidimensional Yes Yes
文件File No Yes
文件夹Folder No Yes
IBM DB2IBM DB2 No Yes
IBM Informix 数据库IBM Informix Database No Yes
ImpalaImpala Yes Yes
MySQLMySQL No Yes
ODataOData No Yes
ODBCODBC No Yes
OledbOledb No Yes
OracleOracle Yes Yes
PostgresSQLPostgresSQL No Yes
SAP BWSAP BW Yes Yes
SAP HANASAP HANA Yes Yes
SharePoint 列表(本地)SharePoint list (on-premises) No Yes
SnowflakeSnowflake Yes Yes
SQL ServerSQL Server Yes Yes
SybaseSybase No Yes
TeradataTeradata Yes Yes
WebWeb No Yes

高级设置Advanced settings

可以为你的数据源配置隐私级别。You can configure the privacy level for your data source. 以便控制数据的混搭方式。This controls how data can be mashed up. 这仅适用于计划刷新。This is only used for scheduled refresh. 了解详细信息Learn more

删除数据源Remove a data source

删除数据源将中断依赖于给定的数据源的所有仪表板或报表。Removing a data source will break any dashboards or reports that rely on the given data source.

若要删除数据源,请转到“数据源”> 删除To remove a Data Source, go to the Data Source > Remove.

管理管理员Manage administrators

在网关的“管理员”选项卡上,可以添加和删除可管理网关的用户。On the Administrators tab, for the gateway, you can add, and remove, users that can administer the gateway. 目前只能添加用户。You can only add users at this time. 无法添加安全组。Security groups cannot be added.

管理用户Manage users

在数据源的“用户”选项卡上,可以添加和删除可使用此数据源的用户或安全组。On the Users tab, for the data source, you can add, and remove, users, or security groups, that can use this data source.

备注

用户列表仅控制允许发布报表的人员。The users list only controls who are allowed to publish reports. 报表所有者可以创建仪表板(或内容包),并与其他用户共享它们。The report owners can create dashboards, or content packs, and share those with other users.

对计划刷新使用数据源Using the data source for scheduled refresh

创建数据源后,可通过 DirectQuery 连接或通过计划刷新使用该数据源。After you have created the data source, it will be available to use with either DirectQuery connections, or through scheduled refresh.

备注

Power BI Desktop 和本地数据网关内的数据源之间的服务器名称和数据库名称必须匹配!Server and database name have to match between Power BI Desktop and the data source within the on-premises data gateway!

数据集和网关内的数据源之间的链接取决于服务器名称和数据库名称。The link between your dataset and the data source within the gateway is based on your server name and database name. 这些名称必须匹配。These have to match. 例如,如果提供了一个服务器名称的 IP 地址,则在 Power BI Desktop 中,你将需要使用网关配置中的数据源 IP 地址。For example, if you supply an IP Address for the server name, within Power BI Desktop, you will need to use the IP Address for the data source within the gateway configuration. 如果使用 SERVER\INSTANCE,则在 Power BI Desktop 中,你将需要使用为网关配置的数据源中的同一地址。If you use SERVER\INSTANCE, in Power BI Desktop, you will need to use the same within the data source configured for the gateway.

如果你被列于网关内配置的数据源的“用户”选项卡中,并且服务器和数据库名称匹配,则你可将网关视为用于计划刷新的一个选项。If you are listed in the Users tab of the data source configured within the gateway, and the server and database name match, you will see the gateway as an option to use with scheduled refresh.

警告

如果数据集包含多个数据源,则必须在网关内添加每个数据源。If your dataset contains multiple data sources, each data source must be added within the gateway. 如果未将一个或多个数据源添加到网关,则不会看到可用于计划刷新的网关。If one or more data sources are not added to the gateway, you will not see the gateway as available for scheduled refresh.

限制Limitations

  • OAuth 在本地数据网关是不受支持的身份验证方案。OAuth is not a supported authentication scheme with the on-premises data gateway. 不能添加需要 OAuth 的数据源。You cannot add data sources that require OAuth. 如果数据集具有需要 OAuth 的数据源,则不能将网关用于计划的刷新。If your dataset has a data source requiring OAuth, you will not be able to use the gateway for scheduled refresh.

后续步骤Next steps

本地数据网关On-premises data gateway
本地数据网关 - 深入了解On-premises data gateway - in-depth
本地数据网关疑难解答Troubleshooting the on-premises data gateway
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