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Kathryn Birstein: SharePoint 2010 Business Intelligence-Brining It All Together
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Kathryn Birstein: SharePoint 2010 Business Intelligence-Brining It All Together


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  • The first step is often the most difficult because you have to clean up the data before you can use it effectively. This is particularly difficult in finance where results are often restated.
  • The most important tool in organizing data is OLAP cubes. BIDS, which installs with SQL Server, has wizards to help you create cubes. This work is usuallydone by a business analyst or information architect because it requires an in-depth knowledge of the data.
  • This is the hardest step and you won’t be able to do it alone. At the very least you will need a business analyst or project manager with a comprehensive knowledge of the data and what it means. Creating analysis cubes especially is difficult because it requires a thorough understanding of how the business works and what Measures would be significant for the business users.
  • Used to be a lot of smaller independent copies but now only one is left as a major player. Most of these products provide a set of targeted applications that can not be added extended with custom programming.
  • The “Insights” slice of the Microsoft “pie”
  • I know of company that has written a powerful risk analysis product for SharePoint 2010 – get name from my email
  • This is the Functional view
  • Plan your data connections and place them in data connection libraries--test them from all BI application: Excel spreadsheets, PowerPivot spreadsheets, Dashboard Designer, Reporting Services, etc.
  • In SharePoint 2007, a separate web site was used to manage the Shared Service Provider (SSP). In SharePoint Server 2010 and hence Project Server 2010, all Service Applications can be managed directly in Central Admin (CA) – doesn’t require a separate site for management purposes.In the SSP model you traditionally consumed all available services from an SSP or none at all (Excel Services sometimes being an exception). In Project Server 2010 there is more flexibility, so you can pick and choose which Service Applications you want to consume within an individual web app.
  • WFE = Web Front EndWhen you create a service application, a proxy for the service application is created at the same time. A proxy is a virtual entity that connects Web applications to service applications.Proxies for services in the local farm are not created by the administrator, but these appear along with the list of service applications in Central Administration. Some proxies might include settings that can be modified. For example, if a Web application is connected to multiple instances of the Managed Metadata service, you must indicate which of the proxies is connected to the primary service application which hosts the corporate taxonomy.Proxy groups are explained in more detail in the next slide.
  • SA = Service ApplicationIn MOSS 2007 Web apps were tied to bundled services via SSPsIn Windows SharePoint Services (WSS) 4.0 it is a looser association, a web application is able to select from just the service application it needs to fulfill its user requirements – i.e. “a la carte” The Service Application Proxy Groups is what makes this possible.Web applications group multiple service application proxies into Service Application Proxy GroupsEnables a Web application to be tied to one or more sets of services, or a mix of multiple farm services.Note that some types of SharePoint 2010 services are capable of sharing their capabilities across server farms. But the project service application for Project Server 2010 does not.By default, all service applications are included in the default proxy group. You may remove service applications from the default proxy group if needed.When you create a Web application, you can select the default proxy group, or you can create a custom proxy group by selecting only the service applications that you want the Web application to use.Custom proxy groups are not reusable across multiple Web applications. Each time you select “custom” when creating a Web application, you are selecting services only for the Web application you are creating.
  • This slide, which I took from one of the MSDN SharePoint 2010 BI video, might give you the idea that all you have to install is the Service Application and the Excel Calculation Service instance. Unfortunately, there’s a lot more to it.
  • Installing Excel without adding SPNs for
  • You will probably never use Claims unless you need Form Authentication and you will need Kerberos because you will be in a multi-server farm environment.
  • Much easier if you deploy and test Excel services first!
  • I’ve been trying to figure out what this ”1 hour later” in this diagram refers to. Does that mean how long it takes to create this diagram in Visio? I don’t think so!
  • Let’s take a look at this
  • Transcript

    • 1. Bringing it All Together
      SharePoint 2010 Business Intelligence
      Kathryn Birstein, SharePoint Architect
      SharePoint Salvation
    • 2. What is Business Intelligence?
      Any information that pertains to the history, current status or future projections of a business organization
      Systems that provide directed background data and reporting tools to support and improvethe decision-making process
    • 3. The Three Stages of Business Intelligence
      Organizing, cleansing and collecting data
      Delivering the data in a consistent and appropriate, meaningful and easy-to-use format
      Using the data to make effective decisions
    • 4. Stage 1: Organizing Data
      OLAP (Online Analytical Processing)Precalculates and stores aggregates in SSAS databases
      Use Business Intelligence Studio (BIDS) to create SSAS databases
      Cubes: The basic unit of storage and analysis in Analysis Services
      Dimensions: a category for analyzing business data, ex: States,Cities
      Measures: column in a table that you'd like to analyze, ex: sales
    • 5. Stage 2: Delivering Data
      A team effort – need at least business analyst with a good knowledge of data warehouse
      Establish governance rules upfront – only stored procedures, all connections in libraries, etc.
      Enlist business power users to manage rights of BI objects
      Test user acceptance at draft stage
    • 6. The Business Intelligence Market
      By 2014 the total sales of BI products is expected to hit $12bn
    • 7. Microsoft SharePoint 2010The business collaboration platform for the Enterprise and the Web
      Connect and Empower People
      Cut Costs with a Unified Infrastructure
      Rapidly Respond to Business Needs
    • 8. SharePoint 2010 BI Pros
      Less expensive than other solutions—free with Enterprise version of SharePoint 2010
      Completely customizable and extensible with .NET and Silverlight
      Good support from Microsoft premier support
      Brings together your entire environment
      Offers users more “self-service” options
      Is “embedded” with SharePoint rather than separate
    • 9. SharePoint 2010 BI Cons
      More work to get started—have to build or purchase a risk analysis application (like ProViz XL IRM), for instance, while other products offer this OTB
      SharePoint 2010 setup and admin requires senior IT support
      Requires SharePoint Enterprise license
      Need to be a entirely Microsoft shop to reap the full benefits
      New kid on the block
    • 10. When to Use SharePoint BI?
      When your organization is looking for a long term solution
      When you are an all-Microsoft shop
      When flexibility and extensibility are paramount concerns
      When your users make extensive use of Excel for modeling critical data
      When delivering data worldwide is important
    • 11. What Comprises SharePoint BI?
      The following services are the primary SharePoint Business Intelligence services
      Excel Services
      PowerPivot for Excel 2010
      Performance Point
      SQL Server Reporting Services
      Office Web Apps
      Visio Graphic Services
      Business Connectivity Services
    • 12. Supporting BI Services
      The following services play a supporting role in SharePoint Business Intelligence services
      Enterprise Search
      Secure Store Service
      Metadata Service
      Usage Data Collection
      Web Analytics
      State Service
    • 13. Other SharePoint BI Elements
      SQL Server 2008 R2 Analysis Services – for OLAP cubes
      Business Intelligence Studio – for report and cube creation
      Report Builder – for report creation by business users
      Dashboard Designer – the client part of Performance Point
      SharePoint Designer 2010 – for Business Connectivity connections, etc.
    • 14. SharePoint BI Brings it All Together
      Functional ViewPoint
    • 15. SharePoint BI Brings It All Together
      Structural Viewpoint
    • 16. SharePoint 2010 BI Architecture
    • 17. SharePoint 2010 BI Deployment
      Many interdependent services
      Must use Kerberos authentication for full, secure, data access
      Read and use 177-page white paper “Configuring Kerberos Authentication for Microsoft SharePoint 2010 Products”
      Must TEST connections to external data – make sure you can refresh successfully
      SQL databases
      SQL Server OLAP cubes
      Other data sources
    • 18. Service Applications Benefits
      No longer a separate SSP website
      SAs managed via Central Administration
      Pick and choose the services you use
      If you don’t need a service, don’t add it
      Web applications can consume services on an individual basis
      Each Web application can use any combination of all available SAs
      Service Applications may be organized into groups called Proxy Groups
      Deploy multiple instances of the same SA
      Just give each one a unique name
      Reuse SA instances across multiple Web applications in farm
    • 19. Service Model – Architectural View
      Service: Actual program (binaries) deployed to servers in farm
      Service Machine Instance: Actual instance of the running service binaries on a server
      Service Application
      Service Application:Configuration of the service in a farm
      Service Proxy
      Service Proxy
      Service Application Proxy:Reference to the Service Application
      Service Consumer:Bits that utilize the service’s logic
      Web Part, Pages
      (Service Consumer)
      *.SVC’s, PowerShell Cmdlets
      (Service Consumer)
    • 20. What is a Service Application?
      Service Application: A configured logical instance of a Service
      Provides data or computing resources
      Exposes administrative interfaces
      Uses resources
      Service Database
      Application Pool
      Service Instances: Running physical instance of a service
      Contains the configured user accounts the server will run as
      Contains connection details for the configured databases utilized by the service
      Could be non-SharePoint schema databases … ie: custom DBs
    • 21. How is a Service Application Used?
      Features, such as web parts, on a Web App use Service Applications
      Web application  SA Proxy  Service Application
      A Service Application Proxy connects a Web App to a Service app
      Associations determined by administrators, can be changed any time
      Connections can be managed individually or in groups (‘Service Application Proxy Group’)
    • 22. Service Application Proxy
      A proxy is a virtual entity that connects Web applications to service applications
      Consumers interact with the service via proxies
      Installed on the WFE servers
      Associated with a service application
      Knows how to connect to the service on the app servers via WCF services
      Talks to a round-robin load balancer when the service is installed on multiple app servers
    • 23. Service Application Proxy Groups
      A proxy group is a group of Service Application proxies that are selected for a web application
      By default, all SA proxies are included in the default proxy group
      You can remove them from the default group
      When you create a web app you can:
      select the default proxy group
      create a custom proxy group by selecting which SA proxies should be included
    • 24. Excel Services Architecture
      W E B F R O N T E N D
      REST API
      Excel Web Services
      Excel Web Access
      Excel Proxy (connector-part of Excel Service Application)
      A P P L I C A T I O N S E R V E R
      User-Defined Functions
      Excel Calculation Service
      SharePoint Content Database
      External Data Sources
      XLSX / b / m
    • 25. Excel Deployment: Let's Get Real
      Web applications must use Kerberos authentication, add SPN on app pool account
      http/WFE and http/
      Create Excel Calculation Services SPN on Application Pool identity account
      Start Excel Calculation Services on APP server
      Add and configure Excel Service Application
    • 26. SharePoint 2010 Authentication
    • 27. Excel Deployment (continued)
      Start Claims to Windows Token Service on APP server
      Check to make sure its running as “Local System” in Central Admin/Security
      Install SSAS on SQL Server
      Create SPN for SSAS service account, MSOLAPSvc.3/sqlservername
      Configure constrained delegation
      On APP server, add SSAS service account
      On Excel service account, add SSAS service account
    • 28. Excel Services Limitations
      Supported and Unsupported Features
      Differences between using a workbook in Excel and Excel Services
    • 29. PowerPivot Deployement
      Install PowerPivot for “existing” farm from SQL Server 2008 DVD on APP server
      Deploy powerpivotwebapp.wsp solution to each web application that will run PowerPivot
      Create a PowerPivot service application
      Install Secure Store and configure unattended service account (you really should use Kerberos)
      Activate PowerPivot feature on site collections
    • 30. Demo of Excel Services setup
    • 31. Demo of Excel Services in Action(create data connection)
    • 32. PowerPivot Demo(show in Excel 2010 and publish to PowerPivot Gallery)
    • 33. Report Server Demo(show internet sales and connection to stored procedure)
    • 34. PPS Architecture
    • 35. Dashboard Designer Download
    • 36. Visio Services, At a Glance“Data-Driven Diagrams in SharePoint”
      1 hour later…
      Top Features:
      • Diagrams all live in SharePoint
      • 37. Diagrams viewable in the browser
      • 38. Diagrams created once only
      • 39. Diagrams containing data graphics are refreshable
      • 40. Diagrams give data context and improve insights into the state of a system
      Data Source
    • 41. FAST BI Indexing Connector
      Add-in to FAST Search Server for SharePoint
      Query and Crawl XLSX/XSLM and RDL reports
      Dedicated Reports tab
      Use filters to refine and narrow results
      BI Search identifies Table, Pivot Tables, and Chart Data
      Crawls data not visible in report using data connection
    • 42. Detailed Report Information
      Location of Search Term
      Find Similar Reports
      Report Preview
    • 43. SO! How do I Get Started?
    • 44. Watch Videos
      Microsoft BI Resource Center
      Two important Twenty-Six New York videos:
      1. How does the Microsoft BI Stack . . .Stack UP?
      An excellent review of all the BI software products out there and how they compare to Microsoft BI.
      2. Rapid BI Dashboard Development
      A great demo of Performance Point Dashboard Designer showing the full power of this tool
    • 45. Do Some Tutorials
      Excel Services Tutorial – Is It Working?
      • PowerPivot Tutorial for Excel 2010
      Reporting Services Tutorials
      SQL Server Analysis Services Tutorial
    • 46. Create a Sales Dashboard in PPS
    • 47. SharePoint 2010 BI Resources
      Choosing a Business Intelligence Tool
      Excel Services 2010 Overview
      Office Web Apps
      PowerPivot for SharePoint
      PerformancePoint Services Planning
      Reporting Services & SharePoint Integration
      Visio Services Planning
    • 48. Thank you sponsors!!
    • 49. 2 ASUS Netbooks
      Also Some Books
      1 Typemock Isolator License
      A 2-5 Day Course from SetFocus on SharePoint
      Telerik RAD Controls Set
      1 DeliverPointWFE 2010 license (Worth $1500)
      1 BCS Meta Man license (Worth $1200)
      1 Lightning Conductor 2010 WFE license (Worth $800)
      1 Lightning Storm Forums license. (Worth $600)