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  • 1. Optimizing SQL Server 2012 and SharePoint for Private Cloud: Business IntelligencePublished: April 2012Applies to: Microsoft® SQL Server® 2012, Microsoft SharePoint® Server 2010, and MicrosoftSystem Center 2012Summary: Microsoft private cloud potentially can transform the way organizations deliver datacenter servers to their business for greater agility and operational efficiency. The managed self-service business intelligence (BI) capabilities of SQL Server 2012 and SharePoint Server 2010make it easier than ever for business users to create and share rich, powerful BI solutionsthrough familiar Microsoft Office applications, while allowing IT administrators to efficientlymonitor the BI infrastructure. Together, managed self-service BI capabilities and private cloudtechnologies within System Center 2012 can reduce the time and resources that organizationsneed to rapidly provision virtualized BI solutions—and to return the resources when they are nolonger needed.This white paper is intended for IT professionals, and it explains how organizations can set upand deploy Microsoft BI solutions within a private cloud environment by using Windows Server®2008 R2 Hyper-V® and System Center 2012 to either provision infrastructure for a BI solution orto expand an existing BI solution to meet growing demand for capacity and services.
  • 2. Copyright© 2012 Microsoft Corporation. All rights reserved. This document is provided "as-is." Informationand views expressed in this document, including URL and other Internet Web site references,may change without notice. You bear the risk of using it.This document does not provide you with any legal rights to any intellectual property in anyMicrosoft product. You may copy and use this document for your internal, reference purposes. Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 2
  • 3. ContentsCurrent State of Business Intelligence .......................................................................................................... 4 BI Solutions Built on Cloud Technologies .................................................................................................. 5 BI Solutions for the Private Cloud ............................................................................................................. 6Implementing BI Solutions in the Private Cloud ........................................................................................... 7 Architectural View of a BI Solution in the Private Cloud .......................................................................... 8 Private Cloud Infrastructure ................................................................................................................. 9 BI Components.................................................................................................................................... 10 Service Delivery and Automation ....................................................................................................... 10 Usage Scenarios ...................................................................................................................................... 11 Creating a Quick-Start BI Environment ............................................................................................... 11 Creating a Burst-Processing Environment .......................................................................................... 18 System Center for Private Cloud Infrastructure...................................................................................... 21 Delivering IT as a Service by Using System Center ............................................................................. 21Conclusion ................................................................................................................................................... 24 Additional Resources .............................................................................................................................. 24 Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 3
  • 4. Current State of Business IntelligenceThe demand for analytics and business intelligence (BI) continues to be a top priority fororganizations looking to use technology as a source of innovation to grow their business.According to Gartner’s 2011 survey of CIOs1, analytics and BI was ranked as the number onetechnology priority for 2012. Also included in the top-five ranked technologies for 2012 weremobile technologies, cloud computing (including software as a service, infrastructure as aservice, and platform as a service), collaboration (workflow), and virtualization. The Gartnerreport reveals that CIOs are looking to combine the top technologies rather than use them inisolation to create new capabilities as a way to address business priorities.The Microsoft solution for managed self-service BI empowers business users to create andshare rich, powerful BI solutions through familiar Microsoft Office applications while enabling ITadministrators to efficiently monitor the BI infrastructure using SQL Server 2012 and SharePointServer 2010. SQL Server 2012 provides new and enhanced self-service capabilities that enableusers to explore and unlock new insights from information spread across structured andunstructured data sources, both on-premises and in the cloud.There are three major areas in Microsoft BI that help deliver breakthrough insights:  Rapid exploration of data. Users can explore and analyze vast amounts of data spread across various sources in different formats, and then gain deeper insights from this data by using new tools to rapidly explore and visualize the information. These new tools and highly interactive web-based interfaces provide users with the simplified yet powerful capabilities of data querying and visualization.  Managed self-service BI. Organizations can extend the impact of self-service BI across the organization through enhanced models and tools, while increasing IT and developer efficiency by delivering and efficiently managing a highly available, security-enhanced, and interoperable BI platform. With SQL Server 2012 and SharePoint 2010, business users can now prepare a quick prototype using familiar tools (such as PowerPivot), which BI specialists can enhance by using professional tools before deploying for organization-wide use.  Credible, consistent data. Organizations can get the enhanced capability to integrate, manage, and cleanse disparate data sources in a simplified manner. Advanced and efficient tools for data integration help users to reduce the time and effort it takes to develop integrated data solutions, and to deliver credible and consistent data reliably and efficiently across the organization. Tools such as SQL Server Integration Services (SSIS), Master Data Services (MDS), and Data Quality Services (DQS) allow organizations to make decisions based on a consistent and accurate view of their business data.1 “Gartner Executive Programs Worldwide Survey of More Than 2,300 CIOs Shows Flat IT Budgets in 2012, but IT Organizations Must Deliver onMultiple Priorities.” Gartner Newsroom. 18 Jan 2012. http://www.gartner.com/it/page.jsp?id=1897514. Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 4
  • 5. BI Solutions Built on Cloud TechnologiesOrganizations are challenged to rapidly provision infrastructure needed for BI projects within adata center, and then to map their resource consumption back to business priorities. Instead ofdeploying BI solutions on traditional non-virtualized platforms, organizations are focusing on thenext generation platform—BI solutions built on a cloud platform. According to Forrester bloggerBill Evelson2, “Cloud BI will slowly and steadily chip away at on-premises implementations.”Cloud computing is the abstraction of IT services. With a public cloud, IT services arecompletely abstracted. With a private cloud, IT services are abstracted by the IT department. Inboth cases, different IT services within cloud platforms can expand and contract on demand.These services can range from basic infrastructure to complete BI solutions. The key is that theend consumer requests and uses some abstracted BI service without the need to manage (oreven completely know about) what constitutes that service. Consequently, BI cloud servicesfree organizations from dedicating their time and resources to running IT operations, allowingthem to focus on analytics and results instead of hardware, operating systems, security,compliance, and other typical infrastructure and maintenance concerns.BI solutions are flexible enough to be deployed on any cloud model, including public, private, orhybrid clouds. The choice of the right deployment BI model is categorized by a number offactors, such as cost, security, and manageability. The table below summarizes some of thesefactors.Differentiating Factors On-Premises Public Cloud Private CloudHosting location In-house Hosted In-house or hostedShared or dedicated Dedicated Shared DedicatedresourcesArchitectural control Self Provider SelfScalability Constrained by capital Constrained by Constrained by capital investment contract investment or contractSecurity and compliance High Medium HighIntegration with Depends on the Less integrated Highly integratedapplication and services platformTotal cost of ownership High Low Medium(capital expenses andoperational expenses) Evelson, Bill. “Top 10 Business Intelligence Predictions For 2012.” Bill Evelson’s Blog, Forrester Blogs. 15 Nov 2011.2http://blogs.forrester.com/boris_evelson/11-11-15-top_10_business_intelligence_predictions_for_2012. Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 5
  • 6. BI Solutions for the Private CloudToday’s organizations are using different types of database workloads that are spread acrossthe globe. To provide comprehensive BI capabilities, an organization needs to meet its ownspecific set of technical requirements. It is difficult to design and optimize a single database torun diverse workloads optimally. A more realistic approach is to consolidate these workloadsinto a private cloud. A private cloud allows an organization to deploy a data warehousingenvironment as a collection of many data warehouses, data marts, operational data stores(ODS), staging areas, master files, and so on. In addition, common components can beprovisioned as part of a BI solution that includes items such as company approved OpenDatabase Connectivity (ODBC) and object linking and embedding database (OLEDB) drivers,common BI semantic models used for the presentation layer, and SQL Server IntegrationServices (SSIS) packages used for standard data transformations. This approach provides auseful platform for co-allocating these diverse but related BI data stores into an enterprisesolution using the bottom-up approach that begins with several data marts, followed by anintegration later, as proposed by Kimball3.Consolidation. The use of a private cloud as a consolidation platform for diverse datawarehouses and other BI data stores addresses the challenges of mixed-database workloads. Aprivate cloud can accommodate multiple workloads better than traditional distributed datawarehousing approaches. As data warehouse workloads start up and shut down, the privatecloud provides generous processor and storage resources to help ensure processing speed andvolume scalability. The private cloud can recover and reallocate these resources efficiently asworkload processing ceases or as temporary data warehouse structures (such as data marts)are no longer needed. A private cloud has similar advantages for BI platforms for reporting andonline analytical processing (OLAP), where the number of reports and concurrent users variesunpredictably.Identity management. One of the important aspects of a private cloud is dealing with identitymanagement. Private cloud identity and access management is beyond the traditional cannedor preconfigured SQL Server logins. It requires a complex collection of technologies to manageauthentication, authorization, and access control across distributed BI environments. TheMicrosoft private cloud uses a common identity infrastructure (Active Directory®) driven byindividual user identity and joins all of the virtual machines that are rolled out to thatinfrastructure with this identity infrastructure, enabling a unified identity system across physical,virtual, and cloud computing environments.4Self-service. The Microsoft BI solution for private cloud provides organizations with self-servicecapabilities, which allow users to explore and unlock new insights from information spreadacross structured and unstructured data sources, both on-premises and in the cloud. Microsoftprivate cloud offerings enable on-demand capacity, self-service provisioning, and usagemetering for BI solutions.3 Thornthwaite, Warren. “Implementing a Microsoft SQL Server Parallel Data Warehouse Using the Kimball Approach.” Microsoft Developer Network.June 2011. http://msdn.microsoft.com/en-us/library/hh290126.aspx.4 “Identity and Access Management in the Cloud.” Microsoft TechNet. March 2012.http://social.technet.microsoft.com/wiki/contents/articles/3798.identity-and-access-management-in-the-cloud.aspx. Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 6
  • 7. There are several options available to get started with Microsoft private cloud technologies:  Self-build. Microsoft private cloud deployment guides are available at http://www.microsoft.com/en-us/server-cloud/private-cloud/trial.aspx.  Reference architecture. Several Microsoft partners have created Microsoft Private Cloud Fast Track offerings that provide infrastructure with pre-validated configurations for compute, network, and storage, in addition to value-added software components. For more information, go to http://www.microsoft.com/en-us/server-cloud/private- cloud/hyperv-cloud-fast-track.aspx.  Appliance. The HP Enterprise Database Consolidation Appliance is a complete, ready- to-use solution for consolidating and optimizing database workloads that integrates into a private cloud environment. For more information, go to http://www.microsoft.com/sqlserver/en/us/solutions-technologies/Appliances/HP- dca.aspx.  Hosted private cloud. The Microsoft Private Cloud Service Provider Program lists hosting partners that can provide a dedicated private cloud infrastructure. For more information, go to http://www.microsoft.com/en-us/server-cloud/private-cloud/hyperv- cloud-service-providers.aspx.Implementing BI Solutions in the Private CloudTo implement scenarios as described above, a BI solution in the private cloud requiresarchitectural transformations and the development of a BI services perspective. Private cloud isthe implementation of cloud services on resources that are dedicated to the organization,whether they exist in the cloud or on-premises. Private cloud is a novel approach to creatingand delivering IT services built on Hyper-V and System Center, which combines the followingcomponents and capabilities:  Pooled data center resources including compute, network, and storage  Ability to elastically scale BI applications  Self-service interfaces  A usage-based model for transparent metering or chargeback, all in an environment dedicated for the organizationFor more information about how SQL Server, Hyper-V, and System Center fit together in aprivate cloud, go to http://www.microsoft.com/sqlserverprivatecloud. SharePoint BI componentscan be thought of in the same way, as they use SQL Server services. Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 7
  • 8. This section is organized into three parts:  Architectural view of a BI solution in the private cloud. This part describes the general architecture of a BI solution in the private cloud.  Usage scenarios.This part defines two high-level scenarios that are specific to implementing BI solutions in the private cloud: Quick-Start BI and Burst-Processing. Each of these high-level scenarios includes two examples outlined below. o Quick-Start BI:  Scenario 1: Implementing Quick-Start BI Components for Self-Service Analysis  Scenario 2: Implementing Quick-Start BI Components for Operational Reporting and Analysis Services o Burst-Processing:  Scenario 3: Implementing Scale-out for Self-Service BI – Adding Dedicated PowerPivot for SharePoint Server  Scenario 4: Implementing Scale-out for Operational ReportingError! Reference source not found.  System Center for private cloud infrastructure. This part describes how System Center can be used to deploy one of the BI service offerings described in the quick-start or burst-processing scenarios.Architectural View of a BI Solution in the Private CloudTo implement BI applications in the private cloud, organizations can refer to the architecture thatbinds the application architecture to the underlying infrastructure where it will be hosted(Figure 1). After the BI application is deployed, it immediately needs to be discovered andmonitored for reporting and health tracking. Through automation, management, and monitoringtools such as System Center, the organization can simplify overall IT service management formonitoring, provisioning, orchestrating, and deploying the infrastructure. Then, the organizationneeds a set of provisioning tools that actually configure and deploy the application. However, toget this agile self-service end state, organizations must abstract infrastructure and allocate itappropriately so that their business units can deploy and manage BI applications on top of it. Inshort, the architecture outlined above can be organized into three main categories:  Infrastructure. Deploying and configuring the entire underlying infrastructure on which business applications and services are running.  BI components. Deploying, configuring, and delivering BI applications and services.  Service delivery and automation. Using common tools to automate service delivery functions, including deployment, configuration, monitoring, management, and self- service. Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 8
  • 9. Figure 1. BI in private cloud architecture5Private Cloud InfrastructurePrivate cloud infrastructure is the base layer from which an organization’s business applicationsand services are deployed and run. The movement toward private cloud computing began withdata center virtualization and the consolidation of server, storage, and network resources.Private cloud infrastructure helps organizations to reduce redundancy and to use space, andequipment more efficiently. In addition, it provides dynamically scalable resources such ascompute, storage, and network and load-balancing based on virtualized infrastructure.Furthermore, this infrastructure offers automation, identity, and patch-management capabilities.Microsoft private cloud shares a common set of management, identity, virtualization, anddevelopment technologies. Microsoft private cloud capabilities can be used on traditionalhardware configurations, including conventional or blade servers, a storage area network(SAN), and various load-balancers. Microsoft has defined a specific reference architecture,called Hyper-V Cloud Fast Track Architecture, which is designed to support a private cloud,including compute, storage, networking, and other Microsoft technologies.5 Microsoft Office 2010 is not included in the private cloud environment Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 9
  • 10. BI ComponentsThe next layer of the BI private cloud architecture comprises BI components. Microsoft privatecloud provides the optimized BI platform by simplifying the provisioning of BI services throughstandardized stacks used by a wide range of applications. For creating or working withanalytical data, the Microsoft BI platform includes services provided by SharePoint 2010 andSQL Server 2012. SharePoint provides the self-service BI, collaboration, and framework fordashboards and scorecards. Microsoft Excel® provides end-user analytics along with thePowerPivot, data-mining, and master data services add-in for working with the data. MicrosoftExcel is not managed as a private cloud component. SQL Server provides the analytics andreporting engines along with Enterprise Information Management (EIM) tools for making surethat corporate data is reliable. Data integration tools such as SSIS provide extract, transform,and load (ETL) processing for data warehousing.Service Delivery and AutomationThe next layer is service delivery and automation, which spans the infrastructure and BIcomponent layers. This layer represents the process perspective and includes the managementtools required to implement a private cloud.Microsoft provides a set of System Center tools to help organizations manage private cloudinfrastructure. These tools help provide end-to-end service management and deep insight intothe entire infrastructure, including the BI applications. System Center 2012 helps organizationsto simplify and standardize their data centers with a flexible process-automation platform. Byautomating repetitive tasks, organizations can lower their costs and improve service reliability.With Microsoft System Center Orchestrator, organizations can integrate and extend theirexisting toolsets and build flexible workflows (runbooks) that can span multiple organizationalsilos and systems.Microsoft provides components such as System Center 2012 App Controller, which allows endusers to create and manage virtual BI instances on their own. System Center Service Managerallows IT administrators to measure usage and chargeback. Application owners can consumecapacity (and request additional capacity) in a self-service mode using the service catalogoffered by System Center Service Manager. App Controller offers a customized view to usersbased on their credentials, which allows them to see exactly how much of the corporateresources have been dedicated to them regardless of where they are located. This view spansmultiple Microsoft System Center Virtual Machine Manager servers, so users can manage theirservices without worrying about the underlying resources. With App Controller, users gain theability to deploy services based on preconfigured BI templates. The System Center CloudServices Process Pack (release candidate) offers a self-service experience to facilitate privatecloud capacity requests from the business unit’s IT application owners and end users, andincludes the flexibility to request additional capacity as business demands increase. Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 10
  • 11. Usage ScenariosThis section details some typical needs and requirements for business intelligence in anorganization and suggests steps to set up and deploy BI solutions within the Microsoft privatecloud infrastructure. First, it covers ways to quickly provision infrastructure for a BI solution.Then, it covers considerations for expanding an existing BI solution to meet growing demand forcapacity and services.Creating a Quick-Start BI EnvironmentWith BI in private cloud, organizations can quickly and easily provision a BI development andcollaboration environment. BI solutions deployed in a private cloud empower users to unlocknew insights with self-service and pervasive data discovery across structured, unstructured, andcloud data sources. Users can quickly gain access to and combine high volumes of data fromvirtually any data source (structured or unstructured)—directly from within their nativeapplications—and build rich, analytical applications using familiar tools such as Microsoft Excelor Power View (SQL Server 2012 Reporting Services Add-in). The virtually seamless integrationwith collaboration platforms such as SharePoint Server 2010 provides an optimizedenvironment for helping users to share insights and collaborate effectively and easily. ITorganizations can then control and manage these solutions while driving operational efficienciesand increasing adoption and use of BI throughout the company.Below are a few scenarios where organizations can quickly provision BI with a variety of toolsthat can address a broad range of BI styles:  Self-service analysis. This scenario is characterized by free-form reporting and analysis by users so that they can integrate data from disparate sources to drill down and understand the root cause for data anomalies without relying on IT or other people.  Business reporting. This scenario is characterized by formatted reports that are created by advanced business users or analysts. Reports typically are based on validated corporate data, and then shared more broadly with managers, teams, or departments.  Parameter and operational reporting. Similar to business reporting, parameter and operational reporting also is characterized by fixed-format reports. The reports, however, are authored and managed by IT instead of by business users, and usually follow a pixel-perfect format and rendering style.  Performance monitoring. This scenario is characterized by dashboard-style reports that allow users such as executives or departmental leads to quickly and easily monitor the business performance.  Scorecards. This scenario includes highly summarized views that show key performance indicators (KPIs) measured and scored against predefined targets such as a balanced scorecard. Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 11
  • 12. This section covers how to configure two quick-start scenarios. Scenario 1 looks at self-serviceanalysis: A department wants to create a simple, single-server environment with SharePoint2010 and the SQL Server 2012 Power View and PowerPivot with integrated Reporting Servicesreports created using Report Builder. In addition, the department wants to take advantage ofdata alerts based on data sources that reside in other places. Scenario 2 looks at an operationalreporting environment that uses native Reporting Services and Analysis Services to reportagainst operational data that resides on a single server. Implementing Quick-Start BI Components for Self-Service Analysis This scenario covers implementation of quick-start business intelligence components such as Reporting Services with Power View, plus PowerPivot for SharePoint on blank virtual machine templates. This implementation is required to deploy self-service analysis services that people can use independently to perform reporting tasks.Scenario GoalThe goal of this scenario is to deploy BI components for self-service analysis in a private cloudenvironment. Deploying a SharePoint server farm on virtual machines is similar to deploying afarm on physical servers. However, it involves a different level of planning for use of Hyper-Vtechnology in addition to planning how virtual machines, network adapters, and virtual harddisks are implemented on a virtualization server.Setting Up the Scenario EnvironmentTo deploy Reporting Services with Power View in SharePoint integrated mode, a report servermust be added to a SharePoint farm. To deploy PowerPivot for SharePoint, there are twooptions: Add PowerPivot on a standalone server, or add PowerPivot on a server farm. AddingPowerPivot on a standalone SharePoint server activates and provisions Excel Services, andincreases the maximum file sizes to support larger files in a SharePoint environment. Thisapproach can start with a new VM pre-installed with SharePoint Server and SQL Server 2012,and then continue with automating the installation, deployment, and configuration of ReportingServices and PowerPivot for SharePoint using runbooks.For more information about planning a Power View, PowerPivot, and Reporting Servicesdeployment in a SharePoint farm, go to http://msdn.microsoft.com/en-us/library/hh231680.aspx.Implementing the ScenarioTo implement the quick-start BI for self-service analysis using Reporting Services andPowerPivot for SharePoint, the IT admin needs to perform the following actions:  Create or use the VM template with pre-installed SQL Server 2012 and SharePoint Server 2010 with SP1.  Create runbooks to execute the VM provisioning, deployment, and configuration of Reporting Services and PowerPivot for SharePoint.  Make this implementation available as a service offering in the organization. Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 12
  • 13. Detailed steps: 1. Create or use the VM template and store it in the Virtual Machine Manager library. Create a VM with Windows Server 2008 R2 SP1 installed on it. System Center Virtual Machine Manager 2012 provides many methods for creating and configuring virtual machines. For more information about creating a VM using Virtual Machine Manager, go to http://technet.microsoft.com/en-us/library/bb963709.aspx. To install SQL Server, use the SQL Server System Preparation (SysPrep) tool. For more information about how to install SQL Server using SysPrep, go to http://msdn.microsoft.com/en-us/library/ee210664%28v=sql.110%29.aspx. For cases where SysPrep is not supported, consider a silent install through command-line parameters (http://technet.microsoft.com/en-us/library/ms144259.aspx), or use a configuration file (http://technet.microsoft.com/en-us/library/dd239405.aspx), so that server names are set up correctly. To deploy SharePoint using Windows PowerShell, refer to http://technet.microsoft.com/en-us/library/cc262839.aspx. Another option is to use the Codeplex project AutoSPInstaller, which consists of PowerShell scripts, an XML input file, and a standard Microsoft Windows® batch file. AutoSPInstaller provides a framework for a SharePoint 2010 installation script based on PowerShell. For more information about AutoSPInstaller, go to http://autospinstaller.codeplex.com/. Save the VM as a VM template in the Virtual Machine Manager library. A general VM template consists of a guest operating system profile, a hardware profile, and one or more virtual hard disks (VHDs). For more information about creating VM templates, go to http://technet.microsoft.com/en-us/library/bb963734.aspx. 2. Create the runbooks. A runbook provides information about available tools and offers guidance for automating tasks and processes for the IT environment. This information enables automation for deploying the VM created in step 1, and for installing and configuring the relevant software and services on that VM. For general information about designing and building a runbook, go to http://technet.microsoft.com/en-us/library/hh403824.aspx. In the runbook, plan to cover the following activities as a part of automating VM deployment and configuration: o Source selection and VM identity: Provide information about selecting the source VM template (containing SQL Server and SharePoint) from the library, and provide the virtual machine name (the new server name) and any other related information. o Compute, storage, memory, and network configuration: Provide appropriate configuration details related to CPU requirements, amount of memory, additional disk drives (if required), virtual hard drive (SCSI adapters), network adapters, and virtual machine priority for host CPU resources. For more information about how SQL Server services such as the Database Engine and Analysis Services can be optimized in a virtualized private could, see the SQL Customer Advisor Team (SQLCAT) white paper, High Performance SQL Server Workloads on Hyper-V, at Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 13
  • 14. http://sqlcat.com/sqlcat/b/whitepapers/archive/2010/05/27/high-performance-sql- server-workloads-on-hyper-v.aspx.o Required software installation steps: For deployment and configuration of Reporting Services in SharePoint integrated mode and of PowerPivot in SharePoint on a VM, include a specific PowerShell script or command line (cmdlets) in the runbook activity list. Doing so will invoke the following scripts for configuration of Reporting Services in SharePoint integrated mode and in PowerPivot in SharePoint on a VM.  PowerShell cmdlets for Reporting Services in SharePoint mode: SQL Server 2012 introduces PowerShell support for report servers in SharePoint mode, which covers three categories of functionality: installation, provisioning, and management of features and service applications. For samples of PowerShell cmdlets for Reporting Services service applications, go to http://technet.microsoft.com/en-us/library/gg492249.aspx.  PowerPivot Reference for SharePoint PowerShell: To deploy and configure PowerPivot for SharePoint, automate the installation using the command line installation. For more information, go to http://technet.microsoft.com/en- us/library/ee210645.aspx. To fully configure an installation, it is suggested to use both the SharePoint cmdlets and PowerPivot for SharePoint cmdlets. For the lists of PowerShell cmdlets samples to configure or administer a PowerPivot for SharePoint installation, go to http://msdn.microsoft.com/en- us/library/hh213341%28v=sql.110%29.aspx.o Configure BI elements and the SMTP mail server for data alerts: After deployment is complete, configure required SharePoint services to support the role that was planned for the new server configuration. For more information about configuring the SharePoint Server instances, go to http://technet.microsoft.com/en- us/library/ee794878.aspx.o Configure Reporting Services for SharePoint to include data alerts using the SMTP mail server: The following PowerShell script example updates the full configuration for the report server email delivery extension for the service application: http://msdn.microsoft.com/en-us/library/hh231673%28v=sql.110%29.aspx.o If there is need to build several virtual machines in a single template and put them in library: Create maintenance host groups with one or more hosts. Use the script to determine the placement of the host group, and after customization is completed, use another script to save the resulting virtual machine to the library. For more information on configuring SharePoint Server instances, go to http://technet.microsoft.com/en-us/library/cc764306.aspx.o Set up security groups for access: To enhance security of the VM provisioning, create a runbook activity that specifies the standard security group that will apply standard security on the VM to control access to data. The Integration Pack for Active Directory add-on for System Center 2012 Orchestrator enables you to Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 14
  • 15. automate common Active Directory management functions such as user permissions. For more information about setting up an Active Directory connection using runbooks, go to http://technet.microsoft.com/en-us/library/hh553474.aspx. o Configure any unique monitoring requirements: Create a runbook activity for a specific management-pack role to be applied to the BI service. Actions in the management pack can be customized according to the services. The SQL Server Management Pack provides both proactive and reactive monitoring of Microsoft SQL Server, including availability and configuration monitoring, performance data collection, and default thresholds. For more information about SQL Server Management Pack, go to http://technet.microsoft.com/en- us/library/dd767429.aspx. The SharePoint 2010 Products Management Pack can be used to monitor SharePoint 2010 Products events, collect SharePoint component-specific performance counters from one central location, and to raise alerts for operator intervention as necessary. For more information about SharePoint 2010 Products Management Pack, go to http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=4419.3. Make the implementation available as a service offering in the organization. You can make the complete implementation available as service offerings to end users as follows: o From System Center Orchestrator, import runbooks that can execute virtual machine provisioning into System Center Service Manager. o Create a request for service offerings and publish it to the service catalog. o Provide a request-offering template for end users to request virtual machines. o Use the service manager to invoke the corresponding runbook so System Center Orchestrator executes this runbook to provision the desired virtual machine. o Use Virtual Machine Manager to monitor requests for cloud capacity, and then create and deploy virtual machines as they’re needed. o Use System Center Operations Manager to automatically monitor the deployed virtual machines. Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 15
  • 16. Implementing Quick-Start BI Components for Operational Reporting and Analysis Services This scenario covers implementation of operational reporting that uses SQL Server Reporting Services and Analysis Services to report against operational data. To achieve this scenario, the IT admin can set up a single server with an SQL Server DB instance, and then install Reporting and Analysisservices on it.Scenario GoalThe goal of this section is to successfully deploy BI components for operational reporting in avirtual environment.Setting Up the Scenario EnvironmentThe IT admin first sets up a single server with an SQL Server DB instance, and then installsReporting and Analysis services on it. Analysis Services can be installed in the two nativemodes, Multidimensional and Data Mining (default), and in the tabular model using xVelocity in-memory analytics. To enable the Operational Reporting scenario, the IT service provider needsto install both instances of Analysis Services. For more information about planning the AnalysisServices installation, go to http://technet.microsoft.com/en-us/library/ms175672.aspx.For more information about planning features and architecture for Reporting Services, go tohttp://technet.microsoft.com/en-us/library/ms157231.aspx.Implementing the ScenarioTo implement the operational reporting scenario that uses SQL Server Reporting Services andAnalysis Services, the IT admin needs to perform the following actions:  Create or use VM templates with the SQL Server installation.  Create runbooks that will execute and automate the VM provisioning, deployment, and configuration of SQL Server Reporting Services and Analysis Services on a VM.  Make this implementation available as a service offering in the organization.Detailed steps: 1. Create or use the VM template and store it in the Virtual Machine Manager library. Follow the same steps as Scenario 1 to create the VM template (ignore the SharePoint considerations). 2. Create the runbooks. Follow the same steps as Scenario 1 (without the SharePoint considerations) to create the runbook for the operational reporting scenario, and consider the following additional activities: o Required software installation steps: For deployment and configuration of SQL Server Reporting Services and Analysis Services on a VM, include a specific PowerShell script or command line (cmdlets) in the runbook activity list. Doing so Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 16
  • 17. invokes the following scripts for configuration of SQL Server Reporting Services and Analysis Services on the VM.  Reporting Services in native mode: Reporting Services can be installed on the VM from the command line by using the input settings for the SQL Server setup program. For examples of native mode installation of Reporting Services, go to http://technet.microsoft.com/en- us/library/ms143711(v=sql.110).aspx%23bkmk_commandline.  Analysis Services in tabular mode: To install Analysis Services to use the new tabular modeling features, install Analysis Services in a server mode that supports the required model type. The server mode is tabular, and it is configured during installation. SQL Server Setup includes a parameter (ASSERVERMODE) that specifies the server mode for command-line setup of Analysis Services Tabular mode. For an example that illustrates a command-line setup that installs Analysis Services in tabular server mode, go to http://msdn.microsoft.com/en-us/library/hh231722(v=sql.110).aspx.  Analysis Services in multidimensional mode: Multidimensional mode is the default mode. SQL Server Setup includes a parameter (ASSERVERMODE) that specifies the server mode for command-line setup of Analysis Services. If you do not set ASSERVERMODE, the server is installed in multidimensional server mode. For an example that illustrates a command-line setup that installs Analysis Services, go to http://msdn.microsoft.com/en- us/library/hh231722(v=sql.110).aspx. o Data sources: For data connectivity to other data sources, create another runbook activity to install relevant OLEDB and ODBC drivers. For more information about adding and verifying a data connection or data source (Report Builder and SSRS), go to http://technet.microsoft.com/en-us/library/dd207039.aspx. o Set up security groups for access: To secure the VM provisioning, create a runbook activity that specifies the standard security group, which applies standard security on the VM to control data access. The Integration Pack for Active Directory add-on for System Center 2012 Orchestrator enables you to automate common Active Directory management functions such as user permissions. For more information about setting up an Active Directory connection using runbooks, go to http://technet.microsoft.com/en-us/library/hh553474.aspx. Use Active Directory users and groups to create user roles and custom settings for every user. You can use PowerShell to manage this process with automation. For more information about creating user roles in Virtual Machine Manager, go to http://technet.microsoft.com/en-us/library/gg696971.aspx.3. Make the implementation available as a service offering in the organization. The steps to make the service available through the self-service capabilities of System Center are the same as for Scenario 1. Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 17
  • 18. Creating a Burst-Processing EnvironmentPrivate cloud provides elasticity that enables organizations to dynamically provision (expand) orde-provision (shrink) BI reporting instances based on immediate workload requirements.Microsoft BI services support bursting scenarios (high-bandwidth transmissions of data in ashort period) by deploying all or part of a BI application to the private cloud, where middle-tierservices such as additional reporting services instances can be added or subtracted to supportvariable demand.This section covers two bursting scenarios. Scenario 3 looks at scaling out an existingSharePoint farm to scale out PowerPivot services. Scenario 4 looks at scaling out a nativeReporting Services installation by adding a new virtualized instance of Reporting Services. Implementing Scale-out for Self-Service BI – Adding Dedicated PowerPivot for SharePoint Server Scenario Goal This scenario covers implementation of scaling out SharePoint PowerPivotservices as part of an existing SharePoint server farm to support a higher volume of requests toprocess PowerPivot queries in a SharePoint farm. The ultimate goal of this scenario is to enableIT admins to scale out new SharePoint servers with PowerPivot installed and configured tosupport existing analytical solutions in the server farm. In the existing analytical solution,PowerPivot and SharePoint consume data that resides within in-memory tabular models. Withadditional SharePoint application servers, PowerPivot can meet increasing demands onmemory during queries of in-memory tabular models during burst times.Setting Up the Scenario EnvironmentTo scale out the deployment of PowerPivot for SharePoint, a new application server (withPowerPivot for SharePoint installed on it) must be added to the existing farm to supportadditional PowerPivot query processing. The server can be added as a new VM with SharePoint2010 Server installed. Then, the installation, deployment, and configuration of PowerPivot forSharePoint on the server can be automated by using runbooks.For more information about planning a PowerPivot deployment in a SharePoint farm, along withplanning for server components, service accounts, database storage, disk space, and otherrelevant topics, go to http://msdn.microsoft.com/en-us/library/ee210603.aspx.Implementing the ScenarioTo implement the scale out for PowerPivot for SharePoint, the IT admin needs to perform thefollowing actions:  Create VM templates with SharePoint pre-installation.  Create the runbooks to execute VM provisioning, deployment, and configuration of PowerPivot for SharePoint.  Make this implementation available as a service offering in the organization. Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 18
  • 19. Detailed steps: 1. Create VM templates and store them in the Virtual Machine Manager library. Follow the same steps as Scenario 1. 2. Create the runbooks. Follow the same steps as Scenario 1 to create the runbooks, and consider the following additional activities: o Required software installation steps: For deployment and configuration of PowerPivot for SharePoint on the selected VM, include automation for PowerPivot for SharePoint.  Using Windows PowerShell: To add the new server by using PowerShell scripts, use the SharePoint 2010 Management Shell and the Windows PowerShell command prompt. Run these scripts automatically after the deploying SharePoint by using GUIRunOnce commands or by specifying them in the custom Answer file. For more information about steps to follow, go to http://technet.microsoft.com/en-us/library/cc261752(en-us).aspx#addserver. o Configure BI elements and connection setup to shared corporate data sources: Configure the server by using PowerShell scripts as an additional activity in the runbook activity list. For more information about configuring PowerPivot by using PowerShell, go to http://msdn.microsoft.com/en-us/library/hh230903.aspx. In case there are any specific requirements, the PowerPivot instance can be configured as a query-only processing instance. For more information, go to http://msdn.microsoft.com/en-us/library/ee637268.aspx. On a SharePoint farm, Excel Services (a service application that enables you to load, calculate, and display Excel workbooks on a SharePoint Server) uses the local MSOLAP OLE DB provider to connect to PowerPivot data. The provider sends the connection request to PowerPivot for SharePoint Server in the farm. That server loads the data, runs the query, and returns the result set. Configuration for enabling these data access mechanisms needs to be added as additional activity in the runbook activity list. For more information about the PowerPivot data access mechanism, go to http://msdn.microsoft.com/en-us/library/hh212997.aspx. 3. Make the implementation available as a service offering in the organization. The steps to make the service available through the self-service capabilities of System Center are the same as for Scenario 1. Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 19
  • 20. Implementing Scale-out for Operational Reporting This scenario covers implementation of scaling out Reporting Services report server instances to enable two or more such instances to share a single report server database.Scenario GoalA scale-out deployment of Reporting Services in native mode enables IT admins to increase thenumber of users who concurrently can gain access to reports during peak times, such asseasonal periods. Such deployment increases the availability and scalability of ReportingServices to handle concurrent users and larger loads related to generating reports.Setting Up the Scenario EnvironmentScale-out deployments consist of having two or more report server instances share a singlereport server database. To plan for scale-out deployment, the recommended configuration forreport server instances is to use identical settings for each instance. Also, each report servercan be configured for specific capabilities and can run as independent instances, so that theinteractive report processing can be isolated from scheduled or subscription report processingfor simpler maintenance. For more information about planning for scale-out deployment, go tohttp://technet.microsoft.com/en-us/library/bb630407(v=sql.110).aspx.Implementing the ScenarioTo implement the scale out for Reporting Services in native mode, the IT admin needs toperform the following actions:  Create VM templates with SQL Server pre-installation.  Create runbooks that will execute the VM provisioning, deployment, and configuration of SQL Server Reporting Services.  Make this implementation available as a service offering in the organization.Detailed steps: 1. Create VM templates and store them in the Virtual Machine Manager library. Follow the same steps as Scenario 1 to create the VM template. 2. Create the runbooks. Follow the same steps as Scenario 1 to create the runbooks, and consider the following additional activities: o Install a report server instance using the command line: To automate the installation of Reporting Services, run the setup from the command line to perform an unattended installation. For more information about installing Reporting Services in native mode by using the command line, go to http://msdn.microsoft.com/en- us/library/ms143711.aspx#bkmk_commandline. Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 20
  • 21. o Configure the report server on a network load-balancing cluster: Make sure that the cluster is accessible through a virtual server name that maps to the virtual server IP address. Configure view state validation to support interactive report viewing. For more information about configuring report servers on a network load-balancing cluster, go to http://technet.microsoft.com/en-us/library/cc281307.aspx. o Configure BI elements and set up the connection to shared corporate data sources: Reporting Services in native mode supports a scale-out deployment model that enables you to run multiple instances of report servers that share a single report server database. You can use runbooks to configure the newly added report server to connect to the existing report server database in the server farm. For more information about configuring a Reporting Services report server scale-out deployment in native mode, go to http://technet.microsoft.com/en- us/library/ms159114.aspx. In addition, based on the method you use for the scale out, consider copying shared data sources from the original Reporting Services installation. 3. Make the implementation available as a service offering. The steps to make the service available through the self-service capabilities of System Center are the same as for Scenario 1.System Center for Private Cloud InfrastructureMicrosoft System Center 2012 provides a stack of technologies, products, and packagedservices that enable organizations to operate, manage, and automate private cloudinfrastructure. Microsoft management solutions for private cloud go beyond simply managingvirtual machines; they help organizations to fine-tune service health and performance byproviding in-depth packaged knowledge of business-critical applications.This section describes how System Center can be used to deploy one of the BI service offeringsdescribed in the quick-start or burst-processing scenarios.Delivering IT as a Service by Using System CenterFigure 2 shows how System Center 2012 Virtual Machine Manager plays a central role inprivate cloud implementation and is where IT service providers can aggregate data centerresources, abstract them into a smooth cloud fabric, and then delegate that fabric toconstituencies within the organization to deploy applications and services. IT service providersthen can use Virtual Machine Manager to configure and manage these fabrics (1). Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 21
  • 22. Figure 2. Steps for using System Center to deliver IT as a serviceTo configure and publish infrastructure as a service (IaaS) offerings, IT service providers canuse System Center 2012 Service Manager to import the System Center Cloud Services ProcessPack (2). (For more information, go to http://technet.microsoft.com/en-us/library/hh562067.aspx.) Cloud Services Process Pack offers a self-service experience for abusiness unit’s IT application owners and end users to request private cloud capacity, andincludes the flexibility to request additional capacity as business demands increase (3). Inaddition, the Cloud Services Process Pack provides standardized and well-defined processesfor requesting and managing cloud services, including the ability to define projects, capacitypools, and virtual machines.By using the portal in System Center 2012 Service Manager, project administrators can requestthat the project be approved by the service provider (4). The service portal in Service Managerprovides a rich platform for end-user self-service with a set of new functionality, including anoverhauled portal, a request fulfillment package, and self-service reporting. The projectadministrator can use the same portal to request the capacity of a project (5). This request canbe provisioned through Virtual Machine Manager by the service provider (6). To automate thecapacity assignment and approve a request workflow, IT can use System Center Orchestratorto provide a workflow management solution that automates the creation, monitoring, anddeployment of resources in an environment (7).System Center 2012 App Controller presents a customized view for project users based on theircredentials, so they can see exactly how much of the corporate resources have been dedicatedto them regardless of where they are located. A project user can use Service Manager portal torequest a virtual machine (8). Then, the project administrator can use Service Manager portal inSystem Center 2012 Service Manager to approve the virtual machine request (9). After theproject administrator approves the request through the Service Manager portal, Service Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 22
  • 23. Manager invokes the System Center Orchestrator runbook to create virtual machines (10). Therunbook automation process includes installation, configuration, and troubleshootingprocedures. A runbook triggers a workflow to Virtual Machine Manager to create a virtualmachine based on the project user’s request and requirements (11). This virtual machine can beaccessed by a project user based on credentials (12).For more information about System Center 2012, visit the System Center TechnicalDocumentation Library at http://technet.microsoft.com/en-us/library/cc507089.aspx. Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 23
  • 24. ConclusionThis white paper provided guidance for optimizing Microsoft SQL Server and MicrosoftSharePoint to use private cloud for meeting organizational requirements for businessintelligence. It is relatively easy for organizations to set up and deploy BI solutions within theMicrosoft private cloud infrastructure, either to provision the infrastructure for a BI solution or toexpand an existing BI solution to meet growing demand for capacity and services. For moreinformation about the Microsoft BI solution and private cloud solution, refer to the followingresources:  SQL Server for private cloud and available offers: http://www.microsoft.com/sqlserverprivatecloud  Microsoft BI: http://www.microsoft.com/en-us/bi/default.aspx  System Center 2012 capabilities and business scenarios: http://www.microsoft.com/en-us/server-cloud/system-center/default.aspx  Microsoft Server and Cloud Platform technical resources: http://www.microsoft.com/en-us/server-cloud/support-services/technical-resources.aspxThese sites also include a number of technical resources for Microsoft Server and CloudPlatform products and solutions for IT professionals and developers.Additional ResourcesAdditional resources are available as follows:  White paper about the Microsoft private cloud (January 2012): http://download.microsoft.com/download/A/D/9/AD9E9446-D20C-42DE-8FD7- 2352C1D15518/Microsoft_Private_Cloud_Whitepaper.pdf  Data sheet about managed self-service BI: http://download.microsoft.com/download/C/C/8/CC8ADCCA-5ED1-4B47-9094- 5046823A4F17/SQL_Server_2012_BI_Overview_Oct2011.pdf  White paper about what’s new in Microsoft SQL Server 2012: http://download.microsoft.com/download/E/9/D/E9DBB1BB-89AE-4C70-AF02- AAFC29451A85/SQL_Server_Whats_New_Whitepaper_7_11.pdf Optimizing SQL Server and SharePoint for Private Cloud: Business Intelligence | 24