On premises data gateway Power BIThe on premises data gateway acts as a bridge, providing quick and secure data transfer between on premises data data that is not in the cloud and the Power BI, Microsoft Flow, Logic Apps, and Power. Apps services. You can use a single gateway with different services at the same time. If you are using Power BI as well as Power. Apps, a single gateway can be used for both. It is dependent on the account you sign in with. Note. The on premises data gateway implements data compression, and transport encryption, in all modes. Requirements. Minimum Requirements. NET 4. 5 Framework. Windows 7 Windows Server 2. R2 or laterRecommended 8 Core CPU8 GB Memory. Windows 2. 01. 2 R2 or laterRelated Considerations The gateway cannot be installed on a domain controller. KS02G8W2VrY/U_Wu8aI6lBI/AAAAAAAAFW4/99FXeIUzZLw/s1600/DP.JPG' alt='Dynamics Ax 2012 Contoso Demo Data' title='Dynamics Ax 2012 Contoso Demo Data' />You shouldnt install a gateway on a computer, such a laptop, that may be turned off, asleep, or not connected to the Internet because the gateway cant run under any of those circumstances. In addition, gateway performance might suffer over a wireless network. Analysis Services is not required to use the gateway. You can use the gateway to connect to an Analysis Services data source. Example of How Microsoft Dynamics AX Calculates Indirect Costs Using a Costing Sheet in Bill of Materials and Production in Microsoft Dynamics AX 2009 North. A blogg and podcast about Microsoft Dynamics AX, AX 2012, AX 2009 and earlier versions. Manufacturing, Supply Chain, Time and Attendance, Production and more. Limitations of Analysis Services live connections. You can use a live connection against tabular or multidimensional instances. Server version. Required SKU2. SP1 CU4 or later. This is a blog site owned by Microsoft Dynamics AX CIR team with a focus on providing useful user guides, selfhelp materials as well as tips and tricks around. History. Contoso and its website, contoso. Microsoft products. Contosos website redirects to microsoft. You can use the Microsoft Dynamics AX 2012 Data ImportExport Framework to copy an entity, such as customers, from one Microsoft Dynamics AX legal entity company to. Business Intelligence and Enterprise SKU2. Business Intelligence and Enterprise SKU2. Standard SKU or higher. Cell level Formatting and translation features are not supported. Actions and Named Sets are not exposed to Power BI, but you can still connect to multidimensional cubes that also contain Actions or Named sets and create visuals and reports. List of available data source types. Data source. LiveDirect. Query. User configured manual or scheduled refresh. Amazon Redshift. Yes. Yes. Analysis Services Tabular. Yes. Yes. Analysis Services Multidimensional. Yes. Yes. File. No. Yes. Folder. No. Yes. IBM DB2. No. Yes. IBM Informix Database. No. Yes. Impala. Yes. Yes. My. SQLNo. Yes. OData. No. Yes. ODBCNo. Yes. Oledb. No. Yes. Oracle. Yes. Yes. Postgres. SQLNo. Yes. SAP BWYes. Yes. SAP HANAYes. Yes. Share. Point list on premisesNo. Yes. Snowflake. Yes. Yes. SQL Server. Yes. Yes. Sybase. No. Yes. Teradata. Yes. Yes. Web. No. Yes. Download and install the on premises data gateway. To download the gateway, select Data Gateway under the Downloads menu. Download the on premises data gateway. Install the On premises data gateway. The data gateway installs and runs on your computer. It is best to install the gateway on a machine that can be left running all the time. Note. The gateway is supported only on 6. Windows operating systems. For Power BI, the first choice you have to make is the mode of the gateway. On premises data gateway Multiple users can share and reuse a gateway in this mode. This gateway can be used by Power BI, Power. Apps, Flow or Logic Apps. For Power BI, this includes support for both schedule refresh and Direct. Query. Personal This is for Power BI only and can be used as an individual without any administrator configuration. This can only be used for on demand refresh and schedule refresh. This selection launchs installation of the personal gateway. There are a few things to note about insalling either mode of the gateway both gateways require 6. Windows operating systemsgateways cant be installed on a domain controlleryou can install up to two on premises data gateways on the same computer, one running in each mode personal and standard. Power BI gateway management interface excluding personal, see the following bullet pointYou can only have one Personal mode gateway running for each Power BI user. If you install another Personal mode gateway for the same user, even on a different computer, the most recent installation replaces the existing previous installation. Here are a few things to consider before installing the gateway. If you are installing on a laptop, and your laptop is turned off, not connected to the internet, or asleep the gateway wont work and the data in the cloud service will not be synchronized with your on premises data. If your machine is connected to a wireless network, the gateway may perform more slowly which will cause it to take longer to synchronize the data in the cloud service with your on premises data. Once the gateway is installed, you will need to sign in with your work or school account. After you are signed in, you will have the option to configure a new gateway, or to migrate, restore, or take over an existing gateway. Configure a new gateway. Enter a name for the gateway. Enter a recovery key. This has to be a minimum of 8 characters. Select Configure. Note. The recovery key will be needed if you ever need to migrate, restore or take over a gateway. Be sure to keep this key in a safe place. Migrate, restore or take over an existing gateway. You will need to select the gateway you want to recover and supply the recovery key that was used to first create the gateway. On premises data gateway connected. Once the gateway is configured, you will be able to make use of it to connect to on premises data sources. If the gateway is for Power BI, you will need to add your data sources to the gateway within the Power BI service. This is done within the Manage gateways area. You can refer to the manage data sources articles for more information. For Power. Apps, you will need to select a gateway for a defined connection for supported data sources. For Flow and Logic Apps, this gateway is ready to be used with your on premises connections. Install the gateway in personal mode. Note. Personal will only work with Power BI. After the personal gateway is installed, you will need to launch the Power BI Gateway Personal Configuration Wizard. You will then need to sign into Power BI to register the gateway with the cloud service. You will also need to supply the windows user name and password that the windows service will run as. You can specify a different Windows account from your own. The gateway service will run using this account. After the installation is complete, you will need to go to your datasets within Power BI and make sure credentials are entered for your on premises data sources. Storing encrypted credentials in the cloud. When you add a data source to the gateway, you need to provide credentials for that data source. All queries to the data source will run using these credentials. The credentials are encrypted securely, using asymmetric encryption so that they cannot be decrypted in the cloud, before they are stored in the cloud. The credentials are sent to the machine, running the gateway, on premises where they are decrypted when the data sources are accessed. Sign in account. Users will sign in with either a work or school account. This is your organization account. If you signed up for an Office 3. Your account, within a cloud service, is stored within a tenant in Azure Active Directory AAD. In most cases, your AAD accounts UPN will match the email address. Windows Service account. The on premises data gateway is configured to use NT SERVICEPBIEgw. Service for the Windows service logon credential. By default, it has the right of Log on as a service. This is in the context of the machine that you are installing the gateway on. Note. If you selected personal mode, you configure the Windows service account separately. This is not the account used to connect to on premises data sources. Dynamics AX Tips Nice things to know about Microsoft Dynamics AXMaking sure tasks are performed by the right person at the right time is always a hassle and weve got MANY places where one could organize these types of things and some are more convenient then others. I wrote about the Data Validation Checklist a few days ago and that gave us a great tooling when it comes to running through setup and effectively navigate and keep track of the process. The nice feature of that being that you could easily navigate to the task as you could associate a task with a menu item and get right to where you needed to be to perform the task. In the latest release of Dynamics 3. Finance and Operations, Enterprise Edition weve also got a new Business processes solution from the HR product team which is pretty similar in nature, but has some extra features that you might like. It even got THREE work centers, which is rather superfluous and could be solved with only one with a filter function. It is obviously meant to cover Payroll and HCM processes, but can basically be used for the same thing as the Data Validation Checklist meaning all menu objects linked to a task can be reached. The difference being that it is not global in the solution when executing and tracking the tasks, but it is however have a personal user view and you can have a due date and offset deadlines on each tasks based on that. You are also able to execute the process multiple times. Let us take a look at how this new feature works, how to set it up and then look at executing and tracking tasks. Setting it up. 1. Create a template. A template is a set of tasks that are to be triggered at a given time. Different tasks are then distributed based on the Assigned worker with a deadline offset to the target date. First you create a new task. Im creating a Montly inventory close business process as an example. In the Contoso demo data there is an HR Audit. Input a name, description, template owner and calendar. The template owner will be able to create new tasks after the process has been triggered in addition to the existing template tasks. The calendar will help offset task deadlines and only focus on actual open business days. The Process type is always set to the module you launch it from. I would assume that there will be other modules supported in the future. Create tasks. Once the template is saved you can create the tasks. Create a name, description, Assigned worker, contact person, offset date and a task link. Note that a task can be optional. Task links can be either a menu item or a URL. The instructions is a nice rich text editor that works very well. How Do You Break Open A Locked Door. Repeat the process until you have your complete business process. Execution and tracking. Once a template is create it is then triggered for execution by clicking Start Process in the action menu. Once the process is started the system will create a business process instance with set of task for each task in the template. The status will be set to in progress. A Business process instance can have different statuses Not Started, In progress, Completed and Canceled and you can trigger multiple instances of templates and have them running at the same time. Anyone can view the ongoing processes in the Business processes for HRPayroll work space which has a filter for each process type and has the all and overdue list, while the My business processes work space only shows the users tasks and the templates their responsible for. It is also possible to create new tasks for a running business process and one can create blank templates and just fill them in as you please. The users will be able to view their assigned tasks in the My Business Processes work space. They can view details, change status In progress, Completed, Canceled and reassign the task to other workers. Once all tasks are completed the business process instance is still set to in progress and you would have to mark the instance and click the edit button where you could change the status of the business process instance to complete. Summary. All in all a good first feature release, but I would hope that they would move a bit closer to how other features are developed. I mean that they have relied too much on the work centers for access to data, where the work centers are used instead of feature oriented forms. I couldnt easily find a form that showed me all tasks except in the work centers. They should quickly remove two of the work centers and add a possibility to navigate to a form instead. Also a related links in the work spaces to get to the configuration and some statistics for each task would be preferableIm also missing some features that I hope will be implemented in the future. Like task dependencies and also a more role based approach among other things. Assigning templates to defaulted workers could give some headache and is a killer when moving between companies. I am hoping this will in time also bleed in to the other task handling systems in the solution like the case management and more.