PM3Bi Secure Login Guide

1. Account Setup

You have two options when creating an account for PM3Bi access:

• Option 1: Service Account

  • Create a dedicated service account that exists solely for PM3Bi access.

  • This account will consume a PM3 license.

  • You can use a shared mailbox address if preferred.

• Option 2: Standard User Account

  • Use a normal user account (any account type UR or higher) that already has a PM3 license.

  • This account can log in to both PM3 and PM3Bi.

2. Generate a PM3Bi Key

Once the account has been set up and can access PM3:

1. Log into PM3 using the credentials of the account created above.

2. Navigate to User Info > Settings.

3. Select Generate PM3Bi Key.

4. Copy the key immediately — you won’t be able to view or regenerate it later.

   • If lost, you’ll need to generate a new key.

3. Connect to Power BI

1. Open Power BI Desktop (or Power BI Service).

2. When prompted for credentials:

   • Enter the PM3 username in the Username field.

   • Enter the PM3Bi Key (generated in step 2) in the Password field.

3. You’ll then be securely authenticated, and your PM3 data connection will establish successfully.

4. Important Notes

• Each PM3Bi key is unique to the user account that generated it.

• If a user’s PM3 password is changed, the PM3Bi key remains valid.

• If the user’s PM3 account is deactivated, their PM3Bi access will also be revoked.

• Treat your PM3Bi key like a password — do not share it.