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Procedure for Assigning a

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Licenses to a new Power BI users

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A pro user should be added to the following three AD groups in the my.ucsb.edu Domain.

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There are two types of Licenes on the Power BI Services.   Free and Pro.

  • Free: This is a free license type used for ALL users on the site.   The majority of users of Power BI will only need this license.  this License allows a user to VIEW ONLY content created on the Power BI Service. 
  • Pro:  This is a developer license for anyone who will be developing content/data/reproting on the Service.  For a developer,  This license is added in addition to a free License.  

Licensing is managed through the use of two Active Directory groups in the My.Ucsb.Edu Domain.  

  • PBI_Users - Umbrella group for ALL Power BI Users.  Tied to a Free license type and MFA.   
  • PBI_Users_Secure - This group will enable Multi-Factor Authentication for the user.  Note:  Eventually Pro - Any member in this group will be merged into PBI_Users and will become obsolete.  assigned a Power BI Pro License

To Add a user to these groups and assign the Pro a License, Perform the following:

  1. FirstIf assigning a PRO license,   First,  check to make sure we have licenses available by looking in the Azure AD Portal
    1. https://portal.azure.com/#blade/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/Licenses
  2. Create a CSV in the following format:   Groupname, Username
    1. Example: 
      1. Groupname,Username

        PBI_users,sottosanti

        Pbi_Users_Pro,sottosantiPBI_Users_Secure,sottosantisottosanti  (Optional for developers)

  3. Email the CSV to sist.identityhelp@sa.ucsb.edu
  4. This team will run a script which will assign the user to the my.ucsb.edu groups and email you back when it is complete.
  5. The AD synchronization between the on-prem directory and Azure Active Directory will usually sync and apply the licensing within a few minutes of being notified.
  6. The User should now be able to log in to power bi and setup multi factor authentication with Duo.

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