Power BI Connector not refreshing

Tony Mah

I am trying to get the Enterprise gateway to refresh and it will do it once when I enter my SSO credentials for my service account and stop. MFA is off for the Service account I suspect my token is expiring. Is there any solution to this? I am following the Github guide and in step 5, I don't see an option to set the authentication type to “OAuth2” all I see is Connection.

Am I missing a step?

Data source error: {"error":{"code":"DM_GWPipeline_Gateway_InvalidConnectionCredentials","pbi.error":{"code":"DM_GWPipeline_Gateway_InvalidConnectionCredentials","parameters":{},"details":[{"code":"DM_ErrorDetailNameCode_UnderlyingErrorCode","detail":{"type":1,"value":"-2147467259"}},{"code":"DM_ErrorDetailNameCode_UnderlyingErrorMessage","detail":{"type":1,"value":"The credentials provided for the Blackbaud source are invalid. (Source at Blackbaud.)"}},{"code":"DM_ErrorDetailNameCode_UnderlyingHResult","detail":{"type":1,"value":"-2147467259"}},{"code":"Microsoft.Data.Mashup.CredentialError.DataSourceKind","detail":{"type":1,"value":"Blackbaud"}},{"code":"Microsoft.Data.Mashup.CredentialError.DataSourceOriginKind","detail":{"type":1,"value":"Blackbaud"}},{"code":"Microsoft.Data.Mashup.CredentialError.DataSourceOriginPath","detail":{"type":1,"value":"Blackbaud"}},{"code":"Microsoft.Data.Mashup.CredentialError.DataSourcePath","detail":{"type":1,"value":"Blackbaud"}},{"code":"Microsoft.Data.Mashup.CredentialError.Reason","detail":{"type":1,"value":"AccessUnauthorized"}},{"code":"Microsoft.Data.Mashup.MashupSecurityException.DataSources","detail":{"type":1,"value":"[{\\"kind\\":\\"Blackbaud\\",\\"path\\":\\"Blackbaud\\"}]"}},{"code":"Microsoft.Data.Mashup.MashupSecurityException.Reason","detail":{"type":1,"value":"AccessUnauthorized"}}],"exceptionCulprit":1}}} Table: Constituent custom field categories.

Erik Leaver

@Tony Mah Can you try populating the connection name (can use something like "Blackbaud") and then share what connection types are available?

Tony Mah

@Erik Leaver
Connection is all I get, when I enter my credentials all the right screens show up and I can authenticate and it works for an hours but that is all.

Does the name of my gateway have to be Blackbaud?

Erik Leaver

@Tony Mah I'm a little hampered as I'm blocked from creating a gateway. But my understanding is that the name of your gateway can be anything. @Matt Thacker can you confirm?

Tony Mah

@Erik Leaver
I think so too the Gateway name should not matter.

Now I did get the OAuth2 Option when I used BB Authentication which is not SSO, but I read that Microsoft doesn't support 2 factor for refreshes and 2 factor could't be turn off for my service account can you confirm that PBI refreshes require SSO?

Tony Mah

@Erik Leaver any update on this?

Erik Leaver

@Tony Mah Waiting for a colleague to chime in. I believe you must connect with OAuth & that method will allow for scheduling of refreshes.

Tony Mah

@Erik Leaver
Any update from your co-worker?

Rebecca Sundquist

Hello, @Tony Mah. I would try coming at the connection from the Semantic Model that you have published from Power BI Desktop.

Locate the semantic model in your workspace and go to Settings, under “More options.”

Within settings, expand “Gateway and cloud connections” and check that the model is routing through your Gateway.

Then expand Data source credentials and edit the credentials for the connection called “Blackbaud.” This connection is automatically created when you upload your semantic model.

Later, when you need to update the credentials for this connection, you can locate the Blackbaud connection under Manage connections and gateways. I find Oauth2 is an option here.

Tony Mah

@Rebecca Sundquist Thanks for responding. I don't seem to get the exact screens you are showing. I am wondering if the enterprise gateway is supported as I see the personal gateway in your screen shots?

Attached is what I see…..

The auto created Blackbaud connection is there but I can't select it and I can't seem to choose the way to authenticate.

Please advise.

Tony

Tony Mah

Here is a close up of the screen shot….

Rebecca Sundquist

@Tony Mah, unfortunately I only have access to a personal gateway so cannot test a standard gateway's behavior. There is documentation here: Use custom data connectors with the on-premises data gateway - Power BI | Microsoft Learn.

Tony Mah

@Rebecca Sundquist
Okay I will try the personal gateway and get back to you.

The RE open source connector guide on Github seems to imply that the Enterprise gateway would work. Can you verify with anyone internally if this is true?

Rebecca Sundquist

@Tony Mah, internally I do not know of any users with access to a standard gateway. The standard gateway is recommended, and our Blackbaud Community members have contributed to the documentation. I hoped that Microsoft's documentation might illuminate the missing piece for you as it has a few more screen shots than GitHub: Use custom data connectors with the on-premises data gateway - Power BI | Microsoft Learn.

Tony Mah

@Rebecca Sundquist I am still having trouble with the refresh. I have installed the personal gateway and it behaves the same as the standard gateway. I can login and it will refresh once and will not refresh again until I re enter the password

I see the same screens you are seeing.

Desktop app will manually refresh 100% of the time. Web app via personal gateway will only refresh once unless the file is very small in this case it will refresh for about an hour and they require reentering the password

Any ideas?

Alex Wong

I don't use Power BI custom connector to get Blackbaud data therefore never used/setup gateway, however, if you having this much trouble with it, may want to explore not using Power BI custom connector, and use Power Automate to gather data for Power BI instead.

Tony Mah

@Alex Wong Power BI is new to this org and the fact they have dashboards that can be run manually in the morning is great.

I might end up going power automate for campaign reporting every 30mins for telethons. Donor watches TV, calls the 800 number and gives. There are 3 requirements
1. Accurate donations totals
2. They name might scroll by at the bottom of the screen
3. Top donor get their name mentioned on TV

Seems BBMS will show the time stamp, but RE reports don't show time stamp of donation.
Power BI and Power Automate will show the time stamp of the donations which I need.

Right now the the Call centre use a BB Online form and HQ will batch it but that is slow.

I am thinking of exporting BBMS every 30mins as a way to calculate donations total faster but there is no way to get the names faster as some donors want to be anonymous.

Any ideas?

Alex Wong

if you running a telethon, that means it is in 1 day?

all BB online donation form's transactions goes into a single day's batch, so it might be possible for you to use this get batch gift's API to get transaction more quickly/automatically