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


  • 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
    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/WFE.mydomain.com
    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 Featureshttp://msdn.microsoft.com/en-us/library/ff595319.aspx
    Differences between using a workbook in Excel and Excel Serviceshttp://office.microsoft.com/en-us/excel-help/differences-between-using-a-workbook-in-excel-and-excel-services-HA010021716.aspx
  • 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 Centerhttp://technet.microsoft.com/en-us/sharepoint/ee692578.aspx
    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?http://www.sharepointmonitor.com/2010/02/getting-started-with-the-sharepoint-2010-excel-services/
    • PowerPivot Tutorial for Excel 2010http://technet.microsoft.com/en-us/library/ee835510.aspx
    Reporting Services Tutorialshttp://msdn.microsoft.com/en-us/library/bb522859.aspx
    SQL Server Analysis Services Tutorialhttp://technet.microsoft.com/en-us/library/ms170208.aspx
  • 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)