Configuring SharePoint for
Business Intelligence
John P White
Chief Technical Officer
UnlimitedViz Inc
jpw@unlimitedviz.co...
2 | SharePoint Saturday New York City 2013
 Please remember to turn in your filled out bingo
cards and event evaluations ...
Thanks toOur Sponsors!
5 |SharePoint Saturday New York City 2013
It’s a little known
fact….
Going deep with Excel
Services
 GlobalSharkAccidentFile
 http://www.sharkattackfile.net/incidentlog.htm
7 |SharePoint Saturday New York City 2013
My Context
BI solution created by user.
Context is only for user & exists
as doc...
11 |SharePoint Saturday New York City 2013
PowerPivot for
SharePoint not required
Requirements, architecture
and installation
13 |SharePoint Saturday New York City 2013
Office Pro Plus license
xVelocity model enabled as
required
PowerPivot add-in i...
16 |SharePoint Saturday New York City 2013
PowerPivot for
SharePoint (SQL
Server 2008R2)
PowerPivot for
SharePoint (SQL
Se...
17 |SharePoint Saturday New York City 2013
Deploys as SP service
application
Required for BISM/Power
View
Alerting
Self se...
18 |SharePoint Saturday New York City 2013
Deploys as SP service
application
For analytic charts/grids
19 |SharePoint Saturday New York City 2013
Excel Services
PerformancePoint
Other Stuff
Reporting Services
PowerPivot
Analy...
20 |SharePoint Saturday New York City 2013
Server OS
SharePoint
Foundation
FE Profile
Excel
Services
Search …….
Server OS
...
21 |SharePoint Saturday New York City 2013
Server OS
SharePoint
Foundation
FE Profile
Excel
Services
Search …….
Server OS
...
22 |SharePoint Saturday New York City 2013
Server OS
SharePoint
Foundation
WFE Profile
Excel
Services
Search ……. SSRS PP
S...
Setup and configuration
 Analysis Services SharePoint mode
24 |SharePoint Saturday New York City 2013
27 |SharePoint Saturday New York City 2013
28 |SharePoint Saturday New York City 2013
Setup and configuration
 PowerPivot for SharePoint
PowerPivotAdd-inavailableasadownload(SQLFeaturePack)-http://www.micros...
32 |SharePoint Saturday New York City 2013
33 |SharePoint Saturday New York City 2013
34 |SharePoint Saturday New York City 2013
36 |SharePoint Saturday New York City 2013
 Reporting Services SharePoint mode
39 |SharePoint Saturday New York City 2013
40 |SharePoint Saturday New York City 2013
Setup and configuration
 PerformancePoint
Scaling
56 |SharePoint Saturday New York City 2013
Server OS
SQL Server
SharePoint Foundation
FE Profile Indexer Search Metadata
E...
57 |SharePoint Saturday New York City 2013
Server OS
SharePoint
Foundation
WFE Profile
Excel
Services
Search ……. SSRS PP
S...
58 |SharePoint Saturday New York City 2013
Server OS
SharePoint
Foundation
Profile
Excel
Service
s
Search ……. SSRS
Server ...
59 |SharePoint Saturday New York City 2013
Server OS
SharePoint
Foundation
Profile Crawl Metadata
Server OS
SQL Server
DB
...
60 |SharePoint Saturday New York City 2013
Server OS
SharePoint
Foundation
Profile
Indexe
r
Search ……. SSRS
Server OS
SQL ...
AddReportingServices–SharePointtoallapplicationservers
AddReportingServicesAdd-Intoallfrontendservers(+)
Installonstandalo...
It’s a little known fact
EFFECTIVEUSERNAME(AnalysisServices)
SetUser()–(SQLServer)
Impersonation Demo
 Reporting Services
65 |SharePoint Saturday New York City 2013
SQL Server Analysis Services
Analysis Services -
SharePoint Mode
Excel Services...
67 | SharePoint Saturday New York City 2013
Office Web Apps
 Turn OFF Rendering for xlsx files
New-SPWOPISuppression –ext...
Warehousing
Operationalefficiency
http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652
http://dataqueen.unlimitedv...
http://whitepages.unlimitedviz.com/2012/06/the-health-analyzer-and-powerpivot-for-sharepoint/
Configuring SharePoint for Business Intelligence
Configuring SharePoint for Business Intelligence
Configuring SharePoint for Business Intelligence
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Configuring SharePoint for Business Intelligence

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  • Here’s a little demonstration of what you can do when you have it all working together…The GSAF is a loose collection of all reported shark incidents
  • Org BI has been with us forever – Decision Support Systems – Reliable and curated, but unresponsivePersonal BI evolved to plug the performance gap – problem is that it’s unreliable and out of controlAllow users to share, with oversight in a team scenario – that’s what SharePoint provides. A platform for reliable BI collaboration
  • The products stack up much as expected, with SQL Server SKUs filling the Enterprise spaceOffice apps as expected cover much of the Personal BI space – with add-ins from the SQL teamThe team area is a mixture, with products from both teamsIt’s worth noting that the second most requested feature of any 3rd party BI application is export to Excel. Using SharePoint, Excel can actually be a client, meaning it can stop being a part of the problem and become a part of the solution.
  • Another way to look at the tools – through their uses
  • Big change is that xVelocity is included, as have PowerPivot and PowerViewParalleling that on the server, what was once simply PowerPivot for SharePoint has been segmented into its two constituent parts. It was always Analysis Services + automation, but it was tightly coupled. Now it can be scaled separately, and Excel Services handles the load balancingA number of other new features are available that may affect architecture, including per-user authentication
  • Covering 3 Major AreasExcel ServicesReporting ServicesPerformancePoint
  • Excel the client enables the personal BI.Office Pro Plus means NOT Home and Student, or RT – no model for surface… In 2013 xVelocity is built in, and PowerPivot and PowerView are included and must be enabled (show)To share workbooks, Excel services is necessary. Interaction with the data model requires Analysis Services SharePoint modeTo refresh automatically and use the Gallery, you need PowerPivot for SharePoint
  • Although PowerPivot and Power View are included, they are disabled by default, and need to be enabled if you want to work with them. This is done easily enough – (Demo in Excel). Also, if you click the Power View button, it’ll offer to do it for you. In addition, the xVelocity engine isn’t used by default, it must be activated on a workbook by workbook basis. There are ample opportunities to do this – when importing data, when inserting imported data into the workbook, or when working with the data. Finally, if PowerPivot is enabled, using it will also create the model.
  • 4 client versions, 3 server versions. SQL Server 2012 SP1 brings new features to the table – required for the new models
  • What works with what? Essentially, you’re looking at good downward compatibilityOf note – Excel 2013 models won’t work with pre 2013 SharePoint farms. Just sayin’Upgrade your farm before your Office apps
  • SSRS is comparatively generous – doesn’t even need a SharePoint licenseSharePoint mode does need at least a standard license (there’s an Express…)The really cool features need BI or EnterprisePowerView needs Tabular models
  • PerformancePoint is an aggregatorRequires SP EnterpriseAS needs to be available for analytics charts or grids (either mode)
  • Some pieces are built by the Office team, some by the SQL Server teamCan lead to confusion – consider ta common misunderstanding
  • This is a very common small farm architecture. All the SQL bits on one server, all the SharePoint bits on anotherReporting Services and PowerPivot for SharePoint are on the SQL server mediaBoth require Farm joined servers to operate
  • Far too often, this is what results. SharePoint gets laid down on the SQL boxSQL performance is impactedManagement headaches increase
  • Correct approach is to put the SQL bits on the SharePoint server not the other way around
  • Let’s walk through the setup of the 3 major groups, starting with Analysis Services SharePoint mode/PowerPivot
  • These screens look the same for installation on Standalone or on SharePoint“SQL Server PowerPivot for SharePoint” is ConfusingNeed BI or Enterprise license to see this option
  • - This is the only place where we see the terminology “Analysis Services”
  • Must install into a named instanceLeaving it as PowerPivot not required, but recommended
  • Must use a domain account – shouldn’t be a managed one
  • - Accounts used to connect through BISM MUST be AdministratorsFarm account should be administratorNext up – Go to Excel Services Application settings and show the data model settings
  • - At this point, we can register the engine with Excel Services, and we’re good
  • From here only applies to installation on a SharePoint ServerRequired for scheduled refreshes, PowerPivot galleryDo NOT need to have the Analysis Services instance on the same server (but you can (classic mode))
  • Already configured in this farm, so we’ll use screenshots. Starting with 2012, the configuration tool was added. When you run it, you get the option of configuring, repairing or removing PowerPivot for SharePointIf you want to remove it – use this tool
  • The tool analyzes the system to determine what is necessary for configurationWhere input is needed, you see an alert
  • I recommend changing the name of the application and the databaseDefault PowerPivot is a bad name, and GUIDs are evil
  • - The tool will deploy assets to a single site collection. If you have multiple, this must be done manually
  • When Ready, use the validate button, and all indicators should turn greenThere are a couple of post configuration steps that need to be doneChange the Excel Services default sizeAdd the Central Administration address into trusted pathsChange the prompting optionsGrant spServices correct permissions in the Administration databaseCheck the data model settings
  • Setting Up:Service ApplicationSubscriptions and AlertsReport Library – Report Builder/Data Tools for ContentBISM Connection – Power View Report
  • We’re not doing PowerPivot, so we select SQL Server feature installation.
  • - RS – SharePoint is the Service Application- RS Add-in for SharePoint is the old fashioned add –in MUST be deployed on all front end servers!
  • PerformancePoint is straightforwardCan be done by the “white wizard”
  • As with any SharePoint service application, BI features can be scaled out nowA few differencesWorth walking through a growth scenario
  • Start with an all in one SharePoint farm (NOT a standalone!)
  • Let’s add or BI services to our SharePoint box. Simple enough
  • Now lets move the server that the users interact with (the FE server) onto its own box. We can also separate out the model processing onto a standalone (non farm joined) server. This way, services execution doesn’t impact user requests.
  • Another approach is to segment by functionNot strictly role basedLong running processes separated from user interacting processes
  • - Obviously all of these services can themselves be scaled out and load balanced
  • For SSRSService app needs to be installed on “application server” roles – Responsible for processing and rendering the reportAdd in must be installed on FE server – unlike the past where it was automatic. Connects to service appFor xVelocityAdd “PowerPivot for SharePoint” to standalone serversAdd “PowerPivot for SharePoint” add in to at least one “application server” roleBoth can be on one – will impact SP performance
  • A non-comprehensive collection of things to be aware or “notes from the field”
  • Explain Double hop problem Kerberos constrained delegation allows token passing, but hard to set upReporting Services has supported this for a long time via SetUser() – nobody understood itBISM implicitly supports EFFECTIVEUSERNAMEPerformancePoint and Excel Services now support EFFECTIVEUSERNAME against multidimensional sources
  • Quick demo using SSRS on how this works
  • - Connection account needs very elevated permissions to use (dbOwner or SysAdmin) Keep in mind the the service account for the services in question need Admin access to the Analysis Services server (makes a connection)EXCEL Services and PerformancePoint for AS, SSRS for SQL (except PowerView, which is BISM)
  • Real value of SP as a platform is its integration capability. Whole > sum of partsDashboarding is obvious – pull together assets from all of the different tools using the web part framework.To consider – leverage other SharePoint assets – like the filter parts, in particular the current user filter. To use this filter effectively, your user profile subsystem must be healthy. Many people are unaware of it, or its extensible powerOld import system available in SP2013
  • Integration in Action – Using a profile field to drive an SSRS parameter
  • More integration – turning things around. How to Report on SharePoint DataSP data design makes it inefficient. Best to extract into a data warehouse like other transactional systemsImprove performance and simplify maintenanceWorkflowHistoryList is a prime exampleBlog entry of how to clean out
  • Everyone has a red bar. Need to fix thisProblem is spurious rules – need to repair real problems – disable spurious rules
  • Configuring SharePoint for Business Intelligence

    1. 1. Configuring SharePoint for Business Intelligence John P White Chief Technical Officer UnlimitedViz Inc jpw@unlimitedviz.com @diverdown1964
    2. 2. 2 | SharePoint Saturday New York City 2013  Please remember to turn in your filled out bingo cards and event evaluations for prizes.  SharePint is sponsored by Slalom at Whiskey Trader (Between 55th and 56th on 6th Avenue).  Follow SharePoint Saturday New York City on Twitter @spsnyc and hashtag #spsnyc
    3. 3. Thanks toOur Sponsors!
    4. 4. 5 |SharePoint Saturday New York City 2013 It’s a little known fact….
    5. 5. Going deep with Excel Services  GlobalSharkAccidentFile  http://www.sharkattackfile.net/incidentlog.htm
    6. 6. 7 |SharePoint Saturday New York City 2013 My Context BI solution created by user. Context is only for user & exists as document. Personal BI The Org’s Context BI Solution created by IT, Established corporate context & is reusable, scalable and backed up. Organizational BITeam BI Our Context BI Solution created by power user. Context is for a small team & it’s managed on a server.
    7. 7. 11 |SharePoint Saturday New York City 2013 PowerPivot for SharePoint not required
    8. 8. Requirements, architecture and installation
    9. 9. 13 |SharePoint Saturday New York City 2013 Office Pro Plus license xVelocity model enabled as required PowerPivot add-in included, must be enabled PowerView and-in included, enabled as needed SharePoint Enterprise CAL Included on SP media Deploys as service application Requires AS SP Mode for xVelocity and Power View interactivity Requires AS SP Mode and Excel Services SQL Media Deploys as SP Service application SQL Server BI or Enterprise SQL Media Deploys as SQL service on independent servers Load balancing performed by Excel Services
    10. 10. 16 |SharePoint Saturday New York City 2013 PowerPivot for SharePoint (SQL Server 2008R2) PowerPivot for SharePoint (SQL Server 2012) Analysis Services SharePoint Mode (SQL 2012 SP1) Excel 2010 with PowerPivot (2008 R2) Yes Yes* Yes* Excel 2010 with PowerPivot (2012) Yes Yes Yes*** Excel 2010 with PowerPivot (2012 SP1) No Yes** Yes** Excel 2013 with or Without PowerPivot No No Yes * Can Only Refresh Slicers ** Cannot use SP1 features with Power View *** Limited to pre SP1 PowerPivot feature set
    11. 11. 17 |SharePoint Saturday New York City 2013 Deploys as SP service application Required for BISM/Power View Alerting Self service subscriptions Power View
    12. 12. 18 |SharePoint Saturday New York City 2013 Deploys as SP service application For analytic charts/grids
    13. 13. 19 |SharePoint Saturday New York City 2013 Excel Services PerformancePoint Other Stuff Reporting Services PowerPivot Analysis Services
    14. 14. 20 |SharePoint Saturday New York City 2013 Server OS SharePoint Foundation FE Profile Excel Services Search ……. Server OS SQL Server DB SSAS SSIS
    15. 15. 21 |SharePoint Saturday New York City 2013 Server OS SharePoint Foundation FE Profile Excel Services Search ……. Server OS SQL Server SharePoint Foundation DB SSAS SSIS SSRS PP
    16. 16. 22 |SharePoint Saturday New York City 2013 Server OS SharePoint Foundation WFE Profile Excel Services Search ……. SSRS PP Server OS SQL Server DB SSAS SSIS
    17. 17. Setup and configuration  Analysis Services SharePoint mode
    18. 18. 24 |SharePoint Saturday New York City 2013
    19. 19. 27 |SharePoint Saturday New York City 2013
    20. 20. 28 |SharePoint Saturday New York City 2013
    21. 21. Setup and configuration  PowerPivot for SharePoint PowerPivotAdd-inavailableasadownload(SQLFeaturePack)-http://www.microsoft.com/en-us/download/details.aspx?id=35580
    22. 22. 32 |SharePoint Saturday New York City 2013
    23. 23. 33 |SharePoint Saturday New York City 2013
    24. 24. 34 |SharePoint Saturday New York City 2013
    25. 25. 36 |SharePoint Saturday New York City 2013
    26. 26.  Reporting Services SharePoint mode
    27. 27. 39 |SharePoint Saturday New York City 2013
    28. 28. 40 |SharePoint Saturday New York City 2013
    29. 29. Setup and configuration  PerformancePoint
    30. 30. Scaling
    31. 31. 56 |SharePoint Saturday New York City 2013 Server OS SQL Server SharePoint Foundation FE Profile Indexer Search Metadata Excel Services …. SSRS PP
    32. 32. 57 |SharePoint Saturday New York City 2013 Server OS SharePoint Foundation WFE Profile Excel Services Search ……. SSRS PP Server OS SQL Server DB SSAS SSIS
    33. 33. 58 |SharePoint Saturday New York City 2013 Server OS SharePoint Foundation Profile Excel Service s Search ……. SSRS Server OS SQL Server DB SSA S SSIS Server OS SharePoint Foundation FE Server OS SQL Server Analysis Services – SharePoint ModePP
    34. 34. 59 |SharePoint Saturday New York City 2013 Server OS SharePoint Foundation Profile Crawl Metadata Server OS SQL Server DB SSA S SSIS Server OS SQL Server Analysis Services – SharePoint Mode Server OS SharePoint Foundation FE Search Excel Services SSRS PP SSS
    35. 35. 60 |SharePoint Saturday New York City 2013 Server OS SharePoint Foundation Profile Indexe r Search ……. SSRS Server OS SQL Server DB SSA S SSIS Server OS SharePoint Foundation FE Server OS SQL Server Analysis Services – SharePoint Mode Server OS SharePoint Foundation Profile Indexe r Search ……. SSRS Server OS SharePoint Foundation Profile Indexe r Search ……. SSRS Server OS SharePoint Foundation Profile Excel Services Search ……. SSRS Server OS SharePoint Foundation FE Server OS SharePoint Foundation FE Server OS SharePoint Foundation FE Server OS SQL Server Analysis Services – SharePoint Mode Server OS SQL Server Analysis Services – SharePoint Mode Server OS SQL Server Analysis Services – SharePoint ModePP
    36. 36. AddReportingServices–SharePointtoallapplicationservers AddReportingServicesAdd-Intoallfrontendservers(+) InstallonstandaloneserverforAnalysisServicesSharePointMode Installonapplicationserverforboth SeparatePowerPivotAdd-inavailableasadownload(SQLFeaturePack)-http://www.microsoft.com/en- us/download/details.aspx?id=34702
    37. 37. It’s a little known fact
    38. 38. EFFECTIVEUSERNAME(AnalysisServices) SetUser()–(SQLServer)
    39. 39. Impersonation Demo  Reporting Services
    40. 40. 65 |SharePoint Saturday New York City 2013 SQL Server Analysis Services Analysis Services - SharePoint Mode Excel Services No Yes No Reporting Services Yes Yes No Power View N/A Yes No PerformancePoint No Yes No Both SETUSER() and EFFECTIVEUSERNAME require elevated permissions (Administrator for AS, dbowner or sysadmin for SQL)
    41. 41. 67 | SharePoint Saturday New York City 2013 Office Web Apps  Turn OFF Rendering for xlsx files New-SPWOPISuppression –extension xlsx –action view http://blogs.technet.com/b/excel_services__powerpivot_for_sharepoint_support_blog /archive/2013/01/31/powerpivot-for-sharepoint-browser-refresh-fails-data-refresh- not-supported-in-office-web-apps.aspx
    42. 42. Warehousing Operationalefficiency http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652 http://dataqueen.unlimitedviz.com/2011/06/how-to-use-a-sharepoint-list-as-a-data-source-in-your-ssis-package/
    43. 43. http://whitepages.unlimitedviz.com/2012/06/the-health-analyzer-and-powerpivot-for-sharepoint/
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