power bi datagateways governance cehcklist

Ensure the latest version of Power BI Gateway is installed on the server.

Configure the gateway to connect to the desired data sources.

Set up the necessary credentials and authentication methods for data sources.

Test the connection to ensure it is successfully established.

Enable encryption and secure communication protocols for data transfer.

Configure the gateway to use the correct server and port

Enable access control, such as IP whitelisting

Make sure the gateway runs with the least privileges necessary

Set up authentication methods for users who need to access the gateway

Configure the gateway to send notifications when data refreshes fail

Monitor and adjust gateway performance settings as needed

Assign roles and permissions to users for data access

Implement strong password policies for gateway administrators.

Enable multi-factor authentication for gateway access.

Regularly update and patch the gateway software to address security vulnerabilities.

Restrict access to the gateway server to authorized personnel only.

Monitor and log gateway access and activities for security auditing purposes.

Define roles and permissions for data sources accessed through the gateway.

Limit access to specific data sources based on user roles and responsibilities.

Regularly review and update data source access controls as needed.

Implement data masking or anonymization techniques for sensitive data.

Define and document refresh schedules for each dataset connected through the gateway.

Set up refresh policies and priorities to ensure timely and efficient data updates.

Monitor and troubleshoot any issues related to scheduled refreshes.

Regularly review and optimize refresh schedules based on data source availability and usage patterns.

Monitor gateway performance metrics, such as resource utilization and response times.

Identify potential bottlenecks or performance issues and take necessary actions.

Optimize data transfer and query performance by adjusting gateway configurations.

Regularly review and update gateway performance monitoring strategies.

Implement a disaster recovery plan for the gateway, including regular backups.

Store backups securely and test their restoration process periodically.

Define data retention policies for backup files and ensure compliance.

Document and communicate the disaster recovery plan to relevant stakeholders.

Maintain up-to-date documentation of the gateway configuration, settings, and access controls.

Define and enforce governance policies and procedures for the use of data gateways.

Conduct regular audits and reviews of gateway configurations and access controls.

Provide training and education to users and administrators on the proper use of data gateways.