What is PowerBI Robots?
PowerBI Robots is a robot process automation (RPA) tool for Microsoft Power BI that allows users to schedule automatic screenshots of their reports and dashboards and send them via email or to a file system or SharePoint server.
Do I need to know any programming language to use PowerBI Robots
Anyone with an Office 365 and a Power BI account can use PowerBI Robots. We advise the end user to be an experienced Microsoft Power BI user but he or she doesn't need to know any programming language to easily operate PowerBI Robots.
What's the difference between the trial and licensed versions of PowerBI Robots?
Both versions have the same exact features and functions. The only difference between them is the presence of a watermark on every report and dashboard screenshot captured by the trial version of PowerBI Robots.
Are there any limits for scheduling reports and dashboards screenshots using PowerBI Robots?
No, there are no limits. You can schedule as much as you need.
Is the 899.99€ license fee per user or can one license be used by an entire organization?
It's a license per user, meaning that, depending on the structure of the organization, you might just need one.
Is Power BI Robots deployed locally or as a service hosted by Devscope?
PowerBI Robots consists of two components: a web application and a Windows application (which we call agent) installed on the client's infrastructure.
Only the configuration of the playlists is done in the web application. It allows the user to select reports and/or dashboards, apply filters, select the sending provider (email, SharePoint, file system or PBI Robots Cloud) and schedule its recurrence. Apart from the email used to create an account, no customer data is saved.
On the Windows desktop agent, sensitive data is saved (PowerBI tokens, email provider configuration or SharePoint, if applied), although these settings are stored in the client infrastructure. DevScope will not have access to any of this information.
Can I have more detailed information regarding the security and reliability of Power BI Robots?
We don’t save/store the web app's access token on the server side. These tokens are session-wide only and stored in a cookie on the client's browser. On the Agent Service app, the token is stored and encrypted locally on the client/user computer;
All security follows the Microsoft guidelines for accessing the Power BI API and uses the provided Microsoft SDKs;
The permissions required by our App are explicitly defined in its Azure directory;
We guarantee that no tokens are ever used since they are not saved on our servers at any point in the workflow. They are always saved locally, either on the client's browser or the agent’s computer. We went through a big engineering effort to guarantee that we don’t keep any Microsoft security credentials on our side.
I am having problems setting up my email playlist. When testing, I get one of the following error messages:
"Remote host could not be resolved" or "The operation has timed out" or "SMTP error" or "Unable to read data from transport connection"
If you are trying to access through Office 365: In order to get the playlists running you must ensure that you have the following configurations:
SMTP Host: smtp.office365.com
SMTP port: 587
SMTP security box has to be checked
If you are trying to access through Gmai: In order to get the playlists running you must ensure that you have the following configurations:
SMTP Host: smtp.gmail.com
SMTP port: 587
SMTP security box has to be checked
If after this change the following message is displayed “The SMTP server requires a secure connection, or the client was not authenticated”, it means your Gmail account is blocking the access. Check your Inbox for an email from Gmail Security Center and follow the instructions to allow the access.
When trying to run my playlists I get one of the following error messages:
"No internet connection" or "Error synchronizing playlists from the server"
Please check if you are using a proxy on the computer running the Power BI Robots’ agent. Power BI Robots doesn't support this method of access to the internet. If you aren’t, try to access these two websites using a browser other than Internet Explorer. Make sure to copy/paste these URLs:
If you’re able to access them, please contact us at email@example.com.
I am using my Office 365 account but I still can't send my playlists.
Please verify your authentication steps since Power BI Robots doesn't support Office 365 multi-factor authentication at the moment. For more information, please contact us at firstname.lastname@example.org.
Can you explain the Power BI Robots business model?
A Power BI Robots license is 899,00€ per year and is valid for one user (one agent per organization/company is usually sufficient). It includes a 5-hour maintenance fee and access to all versions and updates.
Do you have special reseller conditions?
For special reseller conditions, please contact our team at email@example.com.
I've started my service and configured my email provider, but my playlists aren't being sent to their destination.
If you have specified a user, please make sure that user has read and write permissions to the installation folder (default folder: C:\Program Files\DevScope\PBIRobots). If it doesn't work, please try with the local system user and check if it works.
My new playlist isn't showing on PBI Robots Config application.
After editing or adding a new playlist, please make sure to synchronize it to perform any tests. The automatic playlist synchronization is only made before each event.
How can I preview the output result of my playlist without sending it or changing its original destination?
You can test any of your playlists in PBI Robots Config without running the service. It's also possible to override your playlist destination to a new folder to perform your initial tests (even if your playlist has an email or SharePoint list as its destination).
I’m unable to create a playlist in Power BI Robots.
If you're having problems creating your playlists in Power BI Robots back office (for e.g the "Create" button remains greyed out) please make sure you have all required fields (marked with *) filled, namely the recurrence of the events, at least one report selected from PowerBI and one destination configured.
How does a slideshow playlist work?
When you create a Slideshow using Power BI Robots Cloud, all visuals are saved in DevScope's cloud in order to create a shareable public URL. It’s possible to create a Slideshow playlist for internal use only. However, this feature requires technical expertise to set up (if you want to do so, follow the instructions here - http://www.powerbitiles.com/PBIRobots/Backoffice/Helper). If you have any other questions, please contact us at firstname.lastname@example.org. IMPORTANT NOTE: In order to update the slideshow visuals, the service must be running.
What are the basic hardware/software requirements to install Power BI Robots?
Please make sure to meet the following requirements before installing Power BI Robots:
Windows 7 or greater
Microsoft .NET Framework 4.6.2
A valid Office 365 and Power BI account
What personal information is collected on the PowerBI Robots web application and how is it used?
The only information collected on the PowerBI Robots web application is the user's email when a new account is created. That email is used to identify the user and send him or her notifications regarding PowerBI Robots such as updates or policy changes. That email may also be used to market DevScope products or services. We never share or sell our users' email contact or other information to third-party companies. Users may opt-out of these marketing emails at any time by accessing their account.
The PowerBI website also uses a cookie (a small text file) with the sole purpose of facilitating the authentication process of returning users. Please refer to your browser's policy to learn how to disable and delete cookies.
What personal information is collected by the PowerBI Robots agent?
The PowerBI Robots agent doesn't collect any personal information. All information used on the PowerBI Robots agent is stored locally, on the user's infrastructure.
Why is the schedule on your systems vs. just using a local scheduler?
The schedule is not on our system. Is a local scheduler. We use a scheduler based on HangFire that runs locally on the machine running the PowerBI Robots Agent. We did this by design so that we would not store on our servers any info regarding with the data content itself or any credentials that you own.
The only thing we store on our servers, is the PlayList that you generate, that contains PowerBI url addresses and filters.
This playlists are stored locally and encrypted using local machine security in the file “PBIRobotsService.config” in the app folder.
Where exactly are the images/pdf's generated?
The images and pdf’s are ALLWAYS generated locally on the computer that is running the agent.
There is an option of generating slideshow’s visualizations and in this case the generated images are uploaded to an Azure Blob Storage owned by us. When you select this option, this behavior is explicitly stated in the playlists web app and you must accept it.
Nevertheless, we can make available, a feature to upload to your own Azure Blob Storage.
If you generate pdf’s or the target is filesystem the generated content is stored on the local storage or where you specify it.
You will NOT have access to any of the 'reports, or information generated.
Why do you need our credentials?
There are two points in time were we ask for PowerBI credentials.
When configuring the Agent and when creating the playlist.
We only ask for credentials because the only way we can display and generate images form powerbi is to use the powerBI SDK and we need to provide PowerBI with a security token to access its data. This security token is returned by the PowerBI SDK and is ALLWAYS stored as a session cookie locally with an expiration date and acconding to OAUTH protocol.
Your browser will use this token/cookie stored locally when you are creating the playlist, and the agent running locally will use this cookie when rendering the images.