Before you begin

• •Assign the required permissions.
• •Configure a connection to the Microsoft Power BI source system in Administrator.
• •Enable port 443 and configure your firewall to allow traffic to pass over port 443. The Secure Agent uses port 443 to connect to the internet.
• •If you use service principal authentication to authenticate your organization to the Microsoft Power BI service, enable read-only access to the Power BI admin API. For information about configuring service principal for read-only admin APIs, see HOW TO: Configure Service Principal for Microsoft Power BI.
• •In the Admin API settings section of the Power BI admin portal, enable the option Enhance admin APIs responses with DAX and mashup expressions.
• •Whether you authenticate using the administrator privileges or a service principal, enable Preview features for your organization to extract metadata from a Microsoft Power BI source system. Additionally, enable the enhanced metadata scanning feature to extract lineage from refreshed and republished datasets in your Microsoft Power BI environment.
For information about enabling Preview in Microsoft Power BI, see HOW TO: Enable Preview in Microsoft Power BI.
• •If you plan to connect Microsoft Power BI to Microsoft Azure through a REST API with the administrator user role, perform the following tasks:
1. 1Assign one of the following Power BI administrator privileges to the administrator user role:
• ▪ Microsoft 365 Global Administrator
• ▪ Power BI Service Administrator
2. 2Obtain administrator access at the workspace level.
• •Create endpoint catalog sources for connection assignment.