How do I setup a Failover System in PBRS?

Failover is the ability to seamlessly and automatically switch to a backup system when the primary PBRS Server fails. This will reduce or eliminate negative user impact. This is how to set up a Failover System in PBRS.

Prerequisite

Collaboration must be enabled and configured before the Failover feature will work. 

When updating the Failover Server you must update the Failover Server as the last server.

Scheduler - Failover Server

You should select one of the collaboration servers to become the Failover Server for the Primary Server. The Failover Server will become the Main Scheduler in the event that the Primary Server fails.

  • Once Collaboration has been enabled and configured you are ready to set up the Failover Server.
On the server that will become the Failover Server.
  • Go to Options and select Scheduler.
  • Check 'Use as a backup scheduler server (Failover), checkbox.

Power BI and SSRS: Setting up Backup Scheduler Server.

  • Click Apply and OK.
  • The Failover Server is set up.
  • Restart the Failover Server.

How do I revert the System once the Primary Server comes back online?

To reset the Failover settings, follow the steps below:

Uninstall the scheduler on both the Primary and Failover server.

  • Go to Options and select Scheduler.
  • Check No Scheduling required checkbox.
  • Click Apply Setting.

Power BI and SSRS: Resetting the Backup Server..

Power BI and SSRS: Resetting the Backup Server..

  • Click Yes.

Power BI and SSRS: Resetting the Backup Server..

  • Click Apply and OK.

On both the Primary and Failover servers, you will need to reset "Collaboration Leader" to the Primary Server.

  • Go to pbrslive.config in the PBRS Folder. (typically C:
  • Open the file using notepad or a similar application.
  • Search for 'collaborationleader'.
  • Change the value in the setting below it from the Failover Server's name to the Primary Server's name
  • Save the file.

PBRS configfile in Collaboration

Install the scheduler services on the Primary Server.

  • Go to Options and select Scheduler.
  • Configure the Scheduler.
  • Do not check the option to "Use as a backup scheduler server (Failover) as this is the primary server.

Power BI and SSRS: Resetting the Backup Server..

  • Once configured, click Apply and OK.

Install the scheduler services on the Failover Server.

  • Go to Options and select Scheduler.
  • Configure the Scheduler.
  • Check 'Use as a backup scheduler server (Failover)' option.

Power BI and SSRS: Resetting the Backup Server..

  • Once configured, click Apply and OK.

Start the scheduler services on both servers.

Power BI and SSRS: Resetting the Backup Server..

The system has now been reverted to its original state.