# PBIXRay Server V2 - Deployment Guide for Teams
**Version:** 2.0 Enhanced
**Last Updated:** 2025-10-04
**Target Audience:** IT Administrators, Team Leads
---
## 📋 Table of Contents
1. [Overview](#overview)
2. [Prerequisites](#prerequisites)
3. [Deployment Methods](#deployment-methods)
4. [Step-by-Step Deployment](#step-by-step-deployment)
5. [Verification](#verification)
6. [User Onboarding](#user-onboarding)
7. [Troubleshooting](#troubleshooting)
8. [Maintenance](#maintenance)
---
## Overview
This guide helps you deploy PBIXRay Server V2 to your team, enabling Claude AI integration with Power BI Desktop for all users.
### What Gets Deployed
- **Portable Python environment** with all dependencies
- **Analysis Services client libraries** (DLLs)
- **MCP server** for Claude integration
- **Documentation** and helper scripts
- **Configuration templates**
### Deployment Characteristics
- **Size:** ~110-150 MB per installation
- **Network:** No network dependencies (fully offline capable)
- **Permissions:** Standard user permissions (no admin required)
- **Installation Time:** 5-10 minutes per user
- **Configuration Time:** 2-3 minutes per user
---
## Prerequisites
### System Requirements
**Every user needs:**
- Windows 10/11 (64-bit)
- .NET Framework 4.7.2 or higher (usually pre-installed)
- Power BI Desktop (latest version recommended)
- Claude Desktop (latest version)
- ~200 MB free disk space
**Verify .NET Framework:**
```powershell
Get-ChildItem 'HKLM:\SOFTWARE\Microsoft\NET Framework Setup\NDP' -Recurse |
Get-ItemProperty -Name Version -EA 0 |
Where { $_.PSChildName -match '^(?!S)\p{L}'} |
Select PSChildName, Version
```
Should show version 4.7.2 or higher.
---
## Deployment Methods
### Method 1: Individual Installation (Recommended for Small Teams)
**Best for:** 1-10 users
**Effort:** Low
**Control:** User-managed
Users extract and configure themselves using provided package.
### Method 2: Network Share Deployment (Recommended for Medium Teams)
**Best for:** 10-50 users
**Effort:** Medium
**Control:** Centralized package, user configuration
Share a network location with the package, users copy to their machines.
### Method 3: Automated Deployment (Recommended for Large Teams)
**Best for:** 50+ users
**Effort:** High initial, low ongoing
**Control:** Fully automated
Use PowerShell DSC, Group Policy, or deployment tools.
### Method 4: Cloned Installation (Quick for Uniform Environments)
**Best for:** Identical machine configurations
**Effort:** Very low
**Control:** Standardized
Clone from a working installation to similar machines.
---
## Step-by-Step Deployment
### Phase 1: Preparation (IT Admin)
#### 1.1 Create the Master Package
On your working installation:
```powershell
# Navigate to project
cd "C:\Users\bjorn.braet\powerbi-mcp-servers\pbixray-mcp-server"
# Run consolidation script to ensure everything is in place
.\Consolidate-PBIXRayServer.ps1 -CreateBackup
# Create distribution package
.\scripts\package_for_distribution.ps1
```
This creates: `PBIXRAY-V2-Portable.zip` (~110-150 MB)
#### 1.2 Verify the Package
```powershell
# Extract to test location
Expand-Archive -Path "PBIXRAY-V2-Portable.zip" -DestinationPath "C:\Temp\PBIXRay-Test"
# Run verification
cd "C:\Temp\PBIXRay-Test\pbixray-mcp-server"
.\Verify-Installation.ps1 -Verbose
```
Ensure all checks pass before deploying to users.
#### 1.3 Prepare Documentation
Create a deployment package with:
- `PBIXRAY-V2-Portable.zip`
- `QUICK_START_GUIDE.pdf` (create from README.md)
- `INSTALLATION_INSTRUCTIONS.pdf` (simplified steps)
- Support contact information
---
### Phase 2: Distribution
#### Option A: Network Share (Recommended)
```powershell
# Create share location
New-Item -ItemType Directory -Path "\\server\share\Software\PBIXRay-V2" -Force
# Copy package
Copy-Item "PBIXRAY-V2-Portable.zip" "\\server\share\Software\PBIXRay-V2\"
# Copy documentation
Copy-Item "*.pdf" "\\server\share\Software\PBIXRay-V2\"
# Set permissions (read-only for users)
```
Send users a link: `\\server\share\Software\PBIXRay-V2`
#### Option B: Email Distribution
For small teams, email the ZIP file with installation instructions.
**Email Template:**
```
Subject: New Tool: Power BI Analysis with Claude AI
Hi Team,
We're rolling out a new tool that enables Claude AI to analyze Power BI models.
📦 Package: Attached (or download from \\server\share\Software\PBIXRay-V2)
📖 Instructions: See attached PDF
⏱️ Installation Time: ~5 minutes
💡 Training: Optional session on [DATE]
Please install by [DEADLINE] and test with a sample .pbix file.
Questions? Contact [SUPPORT CONTACT]
```
#### Option C: Automated via PowerShell DSC
Create a DSC configuration:
```powershell
Configuration DeployPBIXRay {
param([string[]]$ComputerName)
Import-DscResource -ModuleName PSDesiredStateConfiguration
Node $ComputerName {
File PBIXRayFolder {
Ensure = "Present"
Type = "Directory"
DestinationPath = "C:\Tools\PBIXRay-V2"
SourcePath = "\\server\share\Software\PBIXRay-V2-Master"
Recurse = $true
MatchSource = $true
}
}
}
```
---
### Phase 3: User Installation
#### Standard Installation Path
Recommend a consistent path across all users:
- `C:\Tools\pbixray-mcp-server` (recommended)
- `C:\Users\<username>\Tools\pbixray-mcp-server` (alternative)
**User Installation Steps:**
```powershell
# 1. Extract the package
Expand-Archive -Path "PBIXRAY-V2-Portable.zip" -DestinationPath "C:\Tools"
# 2. Navigate to folder
cd "C:\Tools\pbixray-mcp-server"
# 3. Verify installation
.\Verify-Installation.ps1
# 4. Install to Claude Desktop
.\scripts\install_to_claude.ps1
# 5. Test
.\scripts\test_connection.ps1
```
#### Alternative: One-Click Installation Script
Create `Deploy-PBIXRay.ps1` for users:
```powershell
# One-Click PBIXRay Installation
param(
[string]$InstallPath = "C:\Tools\pbixray-mcp-server",
[string]$PackagePath = "\\server\share\Software\PBIXRay-V2\PBIXRAY-V2-Portable.zip"
)
Write-Host "Installing PBIXRay Server V2..." -ForegroundColor Cyan
# Extract
Expand-Archive -Path $PackagePath -DestinationPath (Split-Path $InstallPath) -Force
# Verify
& "$InstallPath\Verify-Installation.ps1"
# Configure Claude
& "$InstallPath\scripts\install_to_claude.ps1"
Write-Host "`nInstallation complete! Restart Claude Desktop." -ForegroundColor Green
Read-Host "Press Enter to exit"
```
---
### Phase 4: Configuration
#### Claude Desktop Configuration
The `install_to_claude.ps1` script handles this, but manual configuration:
**Location:** `%APPDATA%\Claude\claude_desktop_config.json`
```json
{
"mcpServers": {
"PBIXRAY-V2": {
"command": "C:\\Tools\\pbixray-mcp-server\\venv\\Scripts\\python.exe",
"args": [
"C:\\Tools\\pbixray-mcp-server\\src\\pbixray_server_enhanced.py"
]
}
}
}
```
**Important:** Users must restart Claude Desktop after configuration.
---
## Verification
### Automated Verification
Every user should run:
```powershell
cd "C:\Tools\pbixray-mcp-server"
.\Verify-Installation.ps1 -Verbose
```
Expected result: 100% pass rate (all green checkmarks)
### Manual Verification
1. **Open Power BI Desktop** with a .pbix file
2. **Open Claude Desktop**
3. **Ask Claude:** "Detect my Power BI Desktop instances"
4. **Expected:** Claude lists detected instances
5. **Connect:** "Connect to instance 0"
6. **Query:** "What tables are in this model?"
If all steps work, installation is successful.
---
## User Onboarding
### Training Materials
Create or customize:
1. **Quick Start Video** (5 minutes)
- Show detection, connection, and basic queries
2. **Cheat Sheet** (1 page)
- Top 10 commands
- Common workflows
- Support contacts
3. **Use Case Examples** (document)
- Model documentation
- Performance analysis
- Measure auditing
### Sample Training Session Outline (30 minutes)
**Introduction (5 min)**
- What is PBIXRay Server V2?
- How does it help with Power BI?
**Live Demo (15 min)**
- Detect and connect to Power BI
- Explore a model structure
- Run a performance analysis
- Search for measures
**Hands-On Practice (10 min)**
- Users try with sample .pbix file
- Support for any issues
**Q&A (5 min)**
- Common questions
- Support process
- Resources
---
## Troubleshooting
### Common Deployment Issues
#### Issue: "DLL not found" errors
**Cause:** DLLs not copied or path incorrect
**Fix:**
```powershell
# Re-run consolidation on master package
.\Consolidate-PBIXRayServer.ps1
# Or manually copy
Copy-Item "C:\Source\fabric-toolbox\dotnet\*" "C:\Tools\pbixray-mcp-server\lib\dotnet\" -Force
```
#### Issue: "Python not found"
**Cause:** Virtual environment not included or corrupted
**Fix:**
```powershell
# Recreate venv
cd "C:\Tools\pbixray-mcp-server"
python -m venv venv
.\venv\Scripts\pip.exe install -r requirements.txt
```
#### Issue: "Claude doesn't see the server"
**Cause:** Configuration not loaded or incorrect
**Fix:**
```powershell
# Re-run installation script
.\scripts\install_to_claude.ps1
# Verify config
notepad "$env:APPDATA\Claude\claude_desktop_config.json"
# Restart Claude Desktop completely
```
### Getting User Logs
Ask users to provide:
```powershell
# Collect diagnostic info
$info = @{
VerificationReport = Get-Content "C:\Tools\pbixray-mcp-server\VERIFICATION_REPORT.md"
ClaudeConfig = Get-Content "$env:APPDATA\Claude\claude_desktop_config.json"
ServerLog = Get-Content "C:\Tools\pbixray-mcp-server\logs\pbixray_server.log" -Tail 50
}
$info | ConvertTo-Json | Out-File "C:\Users\$env:USERNAME\Desktop\PBIXRay-Diagnostics.json"
```
---
## Maintenance
### Update Process
When a new version is released:
```powershell
# 1. Test new version
Expand-Archive -Path "PBIXRAY-V2.1-Portable.zip" -DestinationPath "C:\Temp\PBIXRay-Test"
cd "C:\Temp\PBIXRay-Test\pbixray-mcp-server"
.\Verify-Installation.ps1
# 2. Backup current production
Copy-Item "\\server\share\Software\PBIXRay-V2" "\\server\share\Software\PBIXRay-V2-Backup-$(Get-Date -Format 'yyyyMMdd')" -Recurse
# 3. Deploy new version
Copy-Item "PBIXRAY-V2.1-Portable.zip" "\\server\share\Software\PBIXRay-V2\"
# 4. Notify users
Send-MailMessage -To "team@company.com" -Subject "PBIXRay V2.1 Available" -Body "..."
```
### Health Monitoring
Create a monitoring script:
```powershell
# Check-PBIXRayHealth.ps1
$users = Get-Content "users.txt"
foreach ($user in $users) {
$path = "\\$user\C$\Tools\pbixray-mcp-server"
if (Test-Path $path) {
Write-Host "$user : Installed" -ForegroundColor Green
} else {
Write-Host "$user : NOT INSTALLED" -ForegroundColor Red
}
}
```
### Collecting Feedback
Create a feedback form or survey:
- Ease of installation
- Usefulness of features
- Performance issues
- Feature requests
---
## Advanced Scenarios
### Scenario 1: Airgapped Environment
For users without internet:
1. Package includes all dependencies (already done)
2. No external connections needed
3. Can work completely offline
4. Documentation included locally
### Scenario 2: Multiple Versions
Support different versions simultaneously:
```
C:\Tools\
├── pbixray-mcp-server-v2.0\
├── pbixray-mcp-server-v2.1\
└── pbixray-mcp-server-dev\
```
Users configure Claude for their preferred version.
### Scenario 3: Custom Branding
Modify for your organization:
- Update README.md with company branding
- Add company-specific examples
- Include internal support contacts
- Customize documentation
---
## Security Considerations
### Data Privacy
- All processing is local (no data sent externally)
- Claude conversations may be stored by Anthropic
- Users should follow company policies on AI tool usage
### Access Control
- No special permissions required
- Users can only analyze .pbix files they can open
- No network exposure (binds to localhost only)
### Audit Trail
- Logs stored locally in `logs/` folder
- Can be collected for compliance if needed
- Consider log rotation policy
---
## Success Metrics
Track deployment success:
- **Installation Rate:** % of target users installed
- **Activation Rate:** % of installed users actively using
- **Support Tickets:** Number of issues reported
- **User Satisfaction:** Survey feedback scores
- **Time Savings:** Estimated hours saved per user/month
---
## Support Model
### Tier 1: Self-Service
- Documentation in `docs/` folder
- `TROUBLESHOOTING.md` guide
- Internal wiki/SharePoint
### Tier 2: Peer Support
- Team Slack/Teams channel
- Share tips and tricks
- Known issues database
### Tier 3: Administrator Support
- For complex issues
- Version updates
- Custom modifications
---
## Checklist
Use this checklist for each deployment:
### Pre-Deployment
- [ ] Master package created and verified
- [ ] Documentation prepared
- [ ] Distribution method chosen
- [ ] Support process defined
- [ ] Training materials ready
### Deployment
- [ ] Package distributed
- [ ] Users notified
- [ ] Installation deadline set
- [ ] Support channel active
- [ ] Training sessions scheduled
### Post-Deployment
- [ ] Verify installations (sample users)
- [ ] Collect initial feedback
- [ ] Document common issues
- [ ] Update troubleshooting guide
- [ ] Measure adoption rate
### Ongoing
- [ ] Monitor for issues
- [ ] Regular check-ins with users
- [ ] Update documentation as needed
- [ ] Plan for version updates
- [ ] Gather feature requests
---
## Sample Communications
### Initial Announcement Email
```
Subject: 🚀 New Tool: AI-Powered Power BI Analysis with Claude
Team,
I'm excited to announce a new tool that will transform how we work with Power BI models.
**What is it?**
PBIXRay Server V2 enables Claude AI to analyze and explore Power BI Desktop models through natural language. Ask Claude questions about your models, analyze performance, and generate documentation - all conversationally.
**Key Benefits:**
• 📊 Explore models faster with natural language queries
• ⚡ Analyze DAX performance with SE/FE breakdown
• 📝 Auto-generate model documentation
• 🔍 Search across measures and code
• 🎓 Learn Power BI concepts through AI assistance
**Installation:**
1. Download from: \\server\share\Software\PBIXRay-V2
2. Extract to C:\Tools
3. Run Verify-Installation.ps1
4. Follow the prompts
**Time Required:** ~5 minutes
**Training Session:** [DATE] at [TIME] - [MEETING LINK]
Optional but recommended for new users.
**Questions?**
- Documentation: Inside the package
- Support: #pbixray-support channel or email support@company.com
Looking forward to seeing how you use this to accelerate your Power BI work!
[Your Name]
```
### Reminder Email (1 week before deadline)
```
Subject: Reminder: Install PBIXRay Server V2 by [DATE]
Hi Team,
Quick reminder to install the PBIXRay Server V2 by [DATE].
**Installation Status:**
✅ Installed: 45 users
⏳ Pending: 15 users
**Need Help?**
- Check the TROUBLESHOOTING.md guide
- Drop-in support hours: [TIMES]
- Post in #pbixray-support
**Already Installed?**
Share your experience and tips with the team!
Thanks,
[Your Name]
```
### Success Story Email
```
Subject: 💡 PBIXRay Success Story: 80% Faster Model Documentation
Team,
Great success story from [User Name]:
"I used PBIXRay to document our Sales model in 15 minutes - a task that used to take me 2+ hours! Claude helped me:
• Export the complete model schema
• Identify unused measures
• Document all relationships
• Create a summary for the business team
Total time saved: 1.75 hours per model!"
**Your Turn:**
Have you saved time with PBIXRay? Share your story in #pbixray-success
**Tip of the Week:**
Use "analyze_query_performance" to identify slow DAX queries. Claude will show SE vs FE breakdown and suggest optimizations.
[Your Name]
```
---
## FAQs for Administrators
### Can users install to different locations?
Yes, but recommend a standard path for consistency:
- Easier troubleshooting
- Simpler instructions
- Can use scripts for bulk operations
### What if a user doesn't have admin rights?
No admin rights needed! The installation is to user space (C:\Users\username\ or C:\Tools) and doesn't require system-level changes.
### How do we handle version updates?
Two approaches:
1. **In-place update:** Users replace their installation
2. **Side-by-side:** Keep old version, install new to different folder
Recommend side-by-side for major updates to allow rollback.
### Can we customize the server?
Yes! The Python source is open for modification:
- Add custom tools
- Modify existing functionality
- Integrate with company systems
- Add custom documentation
Just maintain a fork and document changes.
### How do we track usage?
Options:
1. **Survey users:** Monthly usage reports
2. **Claude Desktop logs:** If accessible
3. **Server logs:** Check `logs/` folder for activity
4. **IT inventory:** Scan for installed versions
### What's the update frequency?
Depends on your needs:
- **Bug fixes:** As needed (immediate)
- **Minor updates:** Quarterly
- **Major versions:** Annually or when significant features added
### Can we deploy via Intune/SCCM?
Yes! Create a package:
```powershell
# Intune/SCCM install script
$InstallPath = "C:\Tools\pbixray-mcp-server"
$PackagePath = "$PSScriptRoot\PBIXRAY-V2-Portable.zip"
Expand-Archive -Path $PackagePath -DestinationPath (Split-Path $InstallPath) -Force
# Verify installation
$verifyScript = Join-Path $InstallPath "Verify-Installation.ps1"
& $verifyScript
# Auto-configure Claude for user (runs at first login)
$autoConfig = @"
`$installScript = "C:\Tools\pbixray-mcp-server\scripts\install_to_claude.ps1"
if (Test-Path `$installScript) {
& `$installScript
}
"@
Set-Content -Path "$env:APPDATA\Microsoft\Windows\Start Menu\Programs\Startup\ConfigurePBIXRay.ps1" -Value $autoConfig
```
---
## Performance Optimization Tips
### For Administrators
**Network Share Performance:**
- Use DFS for better distribution
- Enable read caching
- Consider BitLocker encryption
**Package Optimization:**
- Compress with maximum compression
- Use 7-Zip instead of Windows ZIP
- Split into smaller packages if needed
**Deployment Speed:**
- Deploy during off-hours
- Use local distribution points
- Parallel deployment to user groups
### For Users
**Installation Location:**
- Local disk (C:) faster than network drives
- SSD better than HDD
- Avoid OneDrive/cloud synced folders
---
## Compliance & Governance
### Data Classification
Document what data can be analyzed:
- ✅ Development/test models
- ✅ Sample data models
- ⚠️ Production models (with approval)
- ❌ Models with PII/sensitive data (unless approved)
### Usage Policy Template
```markdown
# PBIXRay Server V2 - Usage Policy
**Approved Uses:**
- Model exploration and documentation
- Performance analysis and optimization
- Learning and training
- Development and testing
**Restricted Uses:**
- Analysis of production data without approval
- Sharing of sensitive model structures externally
- Commercial use outside company scope
**User Responsibilities:**
- Follow company AI usage policies
- Protect sensitive information
- Report security concerns
- Use only on company-owned equipment
**Claude AI Integration:**
- Conversations may be stored by Anthropic
- Do not paste sensitive data directly to Claude
- Use generic examples when possible
- Follow company policies on AI tool usage
```
### Audit Requirements
If needed for compliance:
```powershell
# Create audit log
function Write-AuditLog {
param($User, $Action, $Details)
$logEntry = @{
Timestamp = Get-Date -Format "yyyy-MM-dd HH:mm:ss"
User = $User
Action = $Action
Details = $Details
}
$logEntry | ConvertTo-Json -Compress |
Add-Content "\\server\audit\pbixray-audit.log"
}
# Log installations
Write-AuditLog -User $env:USERNAME -Action "INSTALL" -Details "Version 2.0"
```
---
## Cost-Benefit Analysis
### Implementation Costs
**One-Time Costs:**
- IT admin time: 8-16 hours
- Package preparation: 2-4 hours
- Documentation: 4-8 hours
- Training development: 4-8 hours
- **Total:** 18-36 hours
**Per-User Costs:**
- Installation time: 5-10 minutes
- Training: 30 minutes (optional)
- Learning curve: 1-2 hours
- **Total:** ~2.5 hours per user
**Ongoing Costs:**
- Support: 2-4 hours/month
- Updates: 4-8 hours/year
- **Total:** 28-56 hours/year
### Expected Benefits
**Time Savings per User:**
- Model documentation: 1-2 hours/model
- Performance analysis: 30-60 min/query
- Measure auditing: 1-2 hours/audit
- Learning/exploration: 2-4 hours/month
**Estimated ROI:**
- For a team of 20 analysts
- Average 2 hours/week saved per user
- 20 users × 2 hours × 50 weeks = 2,000 hours/year
- At $50/hour = $100,000 annual value
- Investment: ~$5,000 (100 hours × $50)
- **ROI: 2000%**
---
## Rollback Plan
If critical issues arise:
### Immediate Rollback (Emergency)
```powershell
# Disable in Claude Desktop
$configPath = "$env:APPDATA\Claude\claude_desktop_config.json"
$config = Get-Content $configPath | ConvertFrom-Json
# Remove PBIXRAY-V2
$config.mcpServers.PSObject.Properties.Remove("PBIXRAY-V2")
$config | ConvertTo-Json | Set-Content $configPath
# Notify users to restart Claude Desktop
```
### Restore Previous Version
```powershell
# If users backed up before update
Copy-Item "C:\Tools\pbixray-mcp-server_backup" `
"C:\Tools\pbixray-mcp-server" -Recurse -Force
# Re-run verification
cd "C:\Tools\pbixray-mcp-server"
.\Verify-Installation.ps1
```
### Communication Template
```
Subject: URGENT: PBIXRay Server Temporary Rollback
Team,
We've identified a critical issue with PBIXRay Server V2.1 and are rolling back to V2.0.
**Action Required:**
1. Close Claude Desktop
2. Run: \\server\share\Scripts\Rollback-PBIXRay.ps1
3. Restart Claude Desktop
**Timeline:**
- Rollback: Immediate
- Fix expected: [DATE]
- Redeployment: [DATE]
**Impact:**
Minimal - previous version fully functional.
Sorry for the inconvenience. Questions? #pbixray-support
[Your Name]
```
---
## Future Roadmap Considerations
### Potential Enhancements
**Short-term (3-6 months):**
- Automated model comparison
- Custom report templates
- Integration with version control
- Enhanced visualization generation
**Medium-term (6-12 months):**
- Multi-model analysis
- Batch processing capabilities
- Custom plugin system
- Advanced collaboration features
**Long-term (12+ months):**
- Web-based interface option
- Enterprise management console
- Advanced analytics and insights
- Integration with Power BI Service
### Gathering Requirements
Create a feedback mechanism:
```powershell
# Feature request form
$request = @{
User = $env:USERNAME
Date = Get-Date
Feature = Read-Host "Feature description"
UseCase = Read-Host "How would you use this?"
Priority = Read-Host "Priority (Low/Medium/High)"
}
$request | ConvertTo-Json |
Add-Content "\\server\share\PBIXRay\FeatureRequests.json"
Write-Host "Thank you! Your request has been logged." -ForegroundColor Green
```
---
## Appendix A: Command Reference
Quick reference for administrators:
```powershell
# Package creation
.\scripts\package_for_distribution.ps1
# Verification
.\Verify-Installation.ps1 -Verbose
# Installation to Claude
.\scripts\install_to_claude.ps1
# Test connection
.\scripts\test_connection.ps1
# Consolidation
.\Consolidate-PBIXRayServer.ps1 -CreateBackup
# Auto-fix issues
.\Verify-Installation.ps1 -FixIssues
```
---
## Appendix B: Network Share Setup
Complete network share configuration:
```powershell
# Create share
New-Item -ItemType Directory -Path "D:\Shares\PBIXRay-V2" -Force
New-SmbShare -Name "PBIXRay-V2" `
-Path "D:\Shares\PBIXRay-V2" `
-ReadAccess "Domain Users" `
-FullAccess "IT-Admins"
# Set NTFS permissions
$acl = Get-Acl "D:\Shares\PBIXRay-V2"
$accessRule = New-Object System.Security.AccessControl.FileSystemAccessRule(
"Domain Users","ReadAndExecute","ContainerInherit,ObjectInherit","None","Allow")
$acl.SetAccessRule($accessRule)
Set-Acl "D:\Shares\PBIXRay-V2" $acl
# Copy files
Copy-Item "PBIXRAY-V2-Portable.zip" "D:\Shares\PBIXRay-V2\"
Copy-Item "*.pdf" "D:\Shares\PBIXRay-V2\"
```
---
## Appendix C: Troubleshooting Decision Tree
```
Installation Issue
│
├─ Package won't extract
│ └─ Check: File corruption, permissions, disk space
│
├─ Verification fails
│ ├─ DLL missing → Run consolidation script
│ ├─ Python error → Recreate venv
│ └─ Path issues → Check relative paths in code
│
├─ Claude doesn't see server
│ ├─ Config syntax → Validate JSON
│ ├─ Wrong path → Update config
│ └─ Didn't restart → Restart Claude Desktop
│
├─ Can't detect Power BI
│ ├─ PBI not running → Start Power BI Desktop
│ ├─ No model loaded → Open .pbix file
│ └─ Wait longer → Allow 10-15 seconds
│
└─ Queries fail
├─ Not connected → Run detect + connect
├─ Syntax error → Check DAX syntax
└─ Timeout → Limit result set with TOPN()
```
---
## Contact & Support
**Internal Support:**
- Email: support@company.com
- Teams: #pbixray-support
- Phone: x1234 (IT Helpdesk)
**Documentation:**
- Quick Start: `README.md`
- Full Guide: `docs/SETUP_GUIDE.md`
- Troubleshooting: `docs/TROUBLESHOOTING.md`
- FAQ: `docs/FAQ.md`
**External Resources:**
- Power BI Community
- Claude AI Documentation
- Microsoft Analysis Services Docs
---
**Document Version:** 1.0
**Last Updated:** 2025-10-04
**Owner:** IT Administration / BI Team
**Review Schedule:** Quarterly
---
*This deployment guide should be reviewed and updated with each major version release of PBIXRay Server.*
