Overview

Windward Intelligence takes the guesswork out of common questions that business owners want and need the answers to.   Imagine all of your sales KPIs available at a glance... That's Windward Intelligence!  It uses Microsoft Power BI data gateway software to pump data out of a local or System Five on Cloud installation to the Microsoft Cloud.  This makes the reporting happen in seconds versus running reports in System Five which could take hours for longer date ranges.


I. Prepare the files

1. Prepare the following files:

· Install-DataGateway.ps1

· Power BI Sales SQL.sql

· Sales Analysis - Master ODBC Template (.pbit file)

2. Install the Power BI App on the tenant VM

3. Install .NET Framework on the tenant VM

https://go.microsoft.com/fwlink/?linkid=2101321

4. Reboot the tenant VM

 

- Installers and Power Bi Demo Install can be found in this link.
      


II. Install and configure the Gateway Service

1. Run the Install-DataGateway.ps1 as admin

 


If you receive the error "You cannot run this script on the current system." when installing the Gateway

 

Run this command in an administrator Powershell from the start menu.

  1. Set-ExecutionPolicy -Scope Process -ExecutionPolicy Bypass and type Y then enter 
  2. Run the Install-DataGateway.ps1 
Set-ExecutionPolicy -Scope Process -ExecutionPolicy Bypass
./Install-DataGateway.ps1


2. Set the On-premises data gateway service Log On to 'Local System account'

 

3. Stop and Start the service

4. Login to the Gateway Service using the customer's power BI account

 

5. Have the customer login to the Power BI App and website

6. Enter the gateway name: VMName-GW

7. Enter the recovery key (***TAKE NOTE OF THE RECOVERY KEY)

8. Hit configure and make sure the gateway is connected

 

III. Create the tables in PSQL

1. Open Power BI Sales SQL.sql in Notepad

2. Copy the contents

3. From the Windows Start menu, Open Zen Control Center or Pervasive 12 PCC

4. Open the query editor and paste the contents copied from Step 2

5. Hit Execute all statements (ignore the error messages)

 


6. Check the Views folder of the DSN and make sure that the "vw_" tables were created

 

 

 

IV. Setup the Gateway

1. Access the Manage Gateways in the web app

 

 

2. Open the created gateway from Part II and hit Add data sources....

3. Setup the following:

· Data Source Name: S5Live

· Data Source Type: ODBC

· Connection String: Driver={Pervasive ODBC Interface};ServerName=VM_NAME_HERE;dbq=@S5Live;

· Authentication Method: Anonymous

4. hit Add

 

 

 

V. Connect the template and publish the report

1. Open the Power BI App on the tenant VM

2. Open the template (.pbit file)

.pbit file can be downloaded here.


3. Authenticate:

· Server: VM name

· Database: S5Live

· User name: anonymous

 

 

4. Click the Connect button and the template will connect to the database

5. Publish the report

- the customer needs to create a WorkSheet on the Powerbi Web APP

- click Publish button on the toolbar of power bi 

- select the worksheet created by the customer 

- then wait

- check the report in the Power Bi Web APP to confirm if it is published

6. Connect the gateway to the data source in the web application.

7. Uninstall PowerBI from the tenant VM

8. Update the Cloud Ops Integration Tracker Spreadsheet