SharePoint Conference Recap - BI

KMA SharePoint Recap
Welcome and Introduction

Why We’re Here: SharePoint Conference 2011

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

KMA’s Investment

• Six people
• One week
• Cross-country
• Conference fee
• Travel expenses
• Opportunity cost
• Total: > $50,000


Today’s Approach: 3 Simple Themes

• Cool stuff we learned at
SPC11
• Why we think it matters
to you, our clients and
prospects
• What we recommend
you do next as a result.


A Couple Quick Highlights – Best Quote

Client: "We don't have a development farm.”
Consultant: No, actually, you don't have a production farm."


A Couple Quick Highlights – Best Demo

• SQL 2012 (“Denali”)
– 7,500 concurrent users
– 14 TB content database
– 107 million records in
search results
• UNPLUGGED ON STAGE
• Full failover in 42 seconds


Agenda

Time Topic Owner
9:30am – 9:40am Introduction Mike Gilronan
9:40am – 10:00am Project Server Amy Talhouk

10:00am – 10:30am Adoption Chris Bortlik &
Karina Vatynskaya
10:30am – 10:50am Business Process Automation Deanne Damato
(non-Developer version)
10:50am – 11:00am BREAK
11:00am – 11:30am Social Computing Mike Gilronan
11:30am – 12:00pm External Facing Websites Derek Cash-Peterson
(Extranets and WWW)
12:00pm – 12:30pm Business Intelligence with SQL Server 2012 Chris McNulty

Close


View from the Top
SharePoint 2010 Business Intelligence
with SQL Server 2012 “Denali”

Chris McNulty
Strategic Product Manager
Quest Software

About the Speaker

SharePoint Strategic Product Manager at Quest Software
• 10+ years with SharePoint
• 20 years consulting (led KMA SharePoint practice) and financial services
technology (Santander, John Hancock/Manulife, GMO, State Street)
• MBA in Investment Management from Boston College
• Write and speak often on Microsoft IW technologies (blogs & books)
• MCSE MCTS MSA MVTSP MCC
• Hiking, cooking, playing guitar, colonial history, photography
• My family: Hayley, three kids (17, 7, 5) and my dog Stan


Agenda

• Business Intelligence in SharePoint Today
• SQL Server 2012 Overview
• SQL Server Reporting Services
• Power View – Crescent
• Always On
• Upgrade paths
• Conclusion


Goals for BI Design

• Answering the known questions about our business

• Allowing users to self-discover patterns and answers
to questions we haven’t yet been asked


Goals for BI Design

• Answering the known questions
about our business

• Allowing users to self-discover
patterns and answers to
questions we haven’t yet been
asked


The carousel paradox…


Cost Complexity Levels of These Solutions

Time

SharePoint BI Evolution

Custom
Performance Solutions
Point • Mapping
Enabling • Dashboards • Web Parts
technologies • Analysis • Etc.

• Business Services
Excel Connectivity
Services Services
• Excel Web • SQL Reporting
Access Services
Chart • Pivot
• PowerPivot
Web Part • Azure
DataMarket


SQL Server Reporting Services (SSRS)

• “Code free” integrated solution
(with SQL 2008 R2)
– (can also use Business
Intelligence Developer
Studio)
• SharePoint integrated mode
preferred
• Export contents to Excel, Word,
etc.
• Reuse in SharePoint and
Performance Point Dashboards
• Use when some reports are
printed, multipage, etc.


PowerPivot

• “Project Gemini” – host 1-
10MM row datasets
• Excel and SharePoint
components
• Data doesn’t live in
spreadsheet
• Released with SQL Server
2008 R2 but doesn’t
explicitly require the R2
Engine


Recap: Microsoft and SQL 2008 R2

• Invested heavily for
Corporate BI
 Shared DataSets
 Report parts, Report part gallery
 New Visualizations: Map, gauge,
sparkline,
databar, KPI
 Ajax Report viewer
• Cut scenarios
 Adhoc reporting
 Alerting


Introducing SQL Server 2012
•


SQL Server Provides Rapid Data Exploration

Only 28% of an organization has
access to BI tools*

Familiar Tools Built data from
Data Visualizations anywhere
Gartner, “Business Intelligence Purchase Drivers and Adoption Rates, 2009 Survey Results,” Bill Hostmann, Sept. 4, 2009

With Managed Self-Service BI

GAINS Monitor &
manage administration
through Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved
Self-Service from SharePoint
.

Provides Required 9s of Availability
Without Cost and Complexity

greater data protection

reduced downtime by half

Hardware Productivity
Uptime UTILIZATION

AlwaysOn

SharePoint/SQL 2012 BI

PowerPivot
• Power View
SSRS Self-Service
• Alerts
• Data Feeds Custom
Performance Solutions
Point • Mapping
Enabling • Dashboards • Web Parts
technologies • Analysis • Etc.

• Business Services
Excel Connectivity
Services Services
• Excel Web • SQL Reporting
Access Services
Chart • Pivot
• PowerPivot
Web Part • Azure
DataMarket


Self Service Alerting – User Benefits

Create data alerts from within reports

• Users create alerts directly on the data they see
in reports
• Report authors control which data is available for
alerting
• Supports reports created in Report Builder or BI
Development Studio (BIDS)

Detect important data changes

• Intuitive Alert Rules (greater than, before/after)
• Easy to use scheduling (weekly, daily, monthly)
• Relevant data included in Alert Message

Source: Data.gov - Data.gov and the Federal Government cannot vouch for the data or analyses derived
from these data after the data have been retrieved from Data.gov.


Self Service Alerting – IT Benefits

Managed through SharePoint

• Per site administration reduces IT burden
• Fine grained authorization
• Self-managed through SharePoint
• IT Visibility & Control of user-defined alerts


New SSRS SharePoint Integration Benefits

• SSRS SharePoint 2010 Shared Service
– Hosted in SharePoint Shared Service App pool
– SSRS catalog DBs are SharePoint Service App DBs
– WCF and Claims based communication
– PowerShell Cmdlets
– Central Admin UI for all RS administration
– ULS Logging integration
– Built-in scale-out and load balancer
• Report Performance Improvements
– For reports in AJAX Viewer
– Parity with Denali Native mode performance
• Top SharePoint mode pain point
• Small reports used to be 2-3 times slower: Fixed
– Faster than 2008 R2 SharePoint mode ~ 30-60%
• SQL Setup option for SSRS SharePoint service


SSRS SharePoint Integration Architecture
for SQL Server codenamed “Denali”
Alert Designer
SharePoint SharePoint
Web Front End App Server

SSRS Shared
SSRS in Web Application
Service Application
Alert Manager
RS Add-in SSRS Shared
Service Application

SharePoint Config / Report Server
Copyright 2011 © Knowledge Management Associates, LLC. AllShared Service DB
Content DB rights reserved.

Self-Service Alerting – How it works


Receiving alerts


SQL Server 2012 Power View
Highly Visual Design Experience
• Interactive, web-based authoring and sharing of information
• Familiar Microsoft Office design patterns
• Powerful data layout with banding, callout and small multiples
visualizations

Rich metadata-driven interactivity
• Fully integrated with PowerPivot
• Drive greater insight through smart and powerful querying
• Zero configuration highlighting and filtering
• Animated trending and comparisons

Presentation-ready at all times
• Interactive Presentation turns pervasive information into persuasive
information
• Deliver and collaborate through SharePoint
• Full screen presentation mode for interactive boardroom session

PowerPivot for SharePoint

SharePoint Farm
c2wts

Client WFE App Content
Excel Calculation
Excel Web Access SQL
Services
Excel Calc Services
User renders a Application Proxy
MSOLAP
workbook TCP
Excel Web Service
Data Sources
HTTP

Channel

PowerPivot Web
PowerPivot Sys Svc
Service
Application Proxy

PowerPivot System
Service
Analysis Services in
VertiPaq Mode


Introducing SQL Server AlwaysOn

AlwaysOn
• Integrated, flexible, efficient high Availability Groups
availability for mission critical database protection
business  Multi-Database Failover
• High availability platform built for  Multiple Secondaries
the future
 Active Secondaries
– On-Premise, Private and Public
 Integrated HA Management
Cloud
• Comprehensive database and AlwaysOn Failover
instance-level protection Cluster Instances
instance level protection
 Multisite Clustering
 Flexible Failover Policy
 Improved Diagnostics
 Built for consolidation scenarios

Deployment Scenarios

2

Disaster Recovery Target 1

2
Production Environment
1 Primary Availability Replica
Read-only Environment
2 Secondary Availability Replica
Backup
Stretch Cluster

Availability Solutions

AlwaysOn

Failover Clustering

Geo-clustering or
Synchronous Database
Mirroring

RTO
Log Shipping

Backup/Restore

RPO
Zero Seconds Minutes Hours
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Days

In-Place Upgrade – Overview

• Upgrades existing installation
– On same machine and platform
– Instance name remains
– Old instance is removed
– New shared components are installed
• User data and configuration is preserved
• Mostly automated process through Setup
• Existing instance is intact as long as possible
• Can upgrade to same edition or higher


In-Place Upgrade – Matrix


Don’t Fall!

• CTP3 <> RTM!!!!
• Infrastructure
– NOT FOR PRODUCTION!!!!
– Must run SP2010 SP1
– Upgrade to PowerPivot v2 Excel
– Incompatible with Project Server
2010 (for now!) SSAS Cubes
• Alerts
– Not intended for real-time
notification
– Structured Data Feeds
• Power View
– Requires PowerPivot v2
• Always On
– Not click-click-OK!


Engineering

Business SQL Server
Connectivity Performance Reporting
Excel Services SSRS Alerts Pivot Power View
Services Point Services
(BCS) (SSRS)

SQL Analysis
Office Web SQL 2008 R2
Services
Apps (OWA)

Reporting
SharePoint
Services (SSRS)
Integrated
Integrated
Secure Store SQL Server
PowerPivot Silverlight Power Pivot v2
Service 2012
(BIDS for
Excel Services
Native Mode)

SQL 2008 R2
Secure Store Enterprise Kerberos
Service [optional]


BI Solutions in SharePoint 2010/SQL 2012
Large Datasets Self Service

Visual Navigation
Power View
PowerPivot Pivot

PerformancePoint
Mapping
SSRS Alerts

SharePoint list

KPI / Status Indicator
SQL Reporting
Services Chart Web Part

Printing or Excel Services
exporting Small Datasets

Resources - General

• From Microsoft:
– SQL 2012: http://www.microsoft.com/sqlserver/en/us/future-
editions.aspx
– Business Intelligence: http://www.microsoft.com/bi/
– SharePoint 2010 site: http://sharepoint.microsoft.com
– SharePoint Team Blog:
http://blogs.msdn.com/sharepoint/default.aspx
– BI Blog: http://blogs.msdn.com/b/bi/
• From Quest
– www.quest.com
– SharePoint Community www.sharepointforall.com


Thank you…

– Contact
• Email chris.mcnulty@quest.com
• Blog http://www.chrismcnulty.net/blog
– Also http://www.sharepointforall.com
• Twitter: @cmcnulty2000
• LinkedIn:http://www.linkedin.com/in/cmcnulty
– Upcoming:
• Dec. 2011 – SPS South Florida, PSSPUG/Seattle, Gilbane Boston
• Jan. 2011 – SPS Austin TX (Business Intelligence)


Final Words and Resources


Evaluations – We All Evaluate One Another…


How to Sustain the Conversation
Topic Owner E-mail Twitter Blog

Project Server Amy Talhouk atalhouk@kma-llc.net @atal64 http://blogs.kma-
llc.net/kma/

Adoption Chris Bortlik & cbortlik@microsoft.com @cbortlik http://blogs.technet.com
Karina Vatynskaya /cbortlik

Business Process Deanne Damato ddamato@kma-llc.net http://blogs.kma-
Automation llc.net/kma/

Social Computing Mike Gilronan mgilronan@kma-llc.net @mikegil http://kmamikegil-
blog.kma-llc.net/
External Facing Websites Derek Cash-Peterson dcash-peterson@kma-llc.net @dcpkma http://blogs.kma-
llc.net/goodpoint/

BI -- Powered by SQL Chris McNulty chris.mcnulty@quest.com @cmcnulty20 http://www.chrismcnulty.
Server 2012 00 net/blog/default.aspx


In Closing…KMA Stuff

• KMA Event: 22 November
– Amy Talhouk
– New England SharePoint User
Group
– 5 ways SharePoint can benefit
your PMO

• KMA Webinar: 14 December
– Derek Cash-Peterson
– “How We Did It” Extranets for
Partners and Customers
– http://info.kma-llc.net/kma-
webinar-sharepoint-based-
partner-portal/


In Closing…Other Stuff

• Gilbane Conference:
30 November – 1 December
– http://gilbaneboston.com

• Microsoft Project Conference 2012
– Phoenix
– March 19-22, 2012
– http://msprojectconference.com
• SharePoint Conference 2012
– Las Vegas
– November 12-15, 2012


THANK YOU!


SharePoint Conference Recap - BI

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