SharePoint farms have wide variety of shapes and sizes, and depend on multiple supporting technologies, including SQL Server, Active Directory, Reporting Services, and Analysis Services. Unfortunately, not all versions of the supporting technologies support the new Business intelligence features of SharePoint 2013 and Office 2013. This session will walk through multiple configuration scenarios designed to make the most of the BI investments in SharePoint and Office 2013. We will use demonstrations to outline what services are necessary to use the new data model and PowerView in Excel, when and where both PowerPivot and PowerPivot for SharePoint are needed, and what you need to do in your farm to take advantage of these features. In addition, we will explore some of the assets available to PerformancePoint Services, and what configurations can help bring out the best in its features. Finally, we will explore some best practices around configuring Reporting Services for SharePoint.
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Configure your SharePoint farm for Business Intelligence
1. Configuring your
December 1st, 2012 SharePoint farm for
Business Intelligence
John P White
Chief Technical Officer
UnlimitedViz Inc
jpw@unlimitedviz.com
@diverdown1964
6. Personal BI Team BI Organizational BI
My Context Our Context The Org’s Context
BI solution created by user. BI Solution created by power BI Solution created by IT,
Context is only for user & exists user. Context is for a small Established corporate context &
as document. team & it’s managed on a is reusable, scalable and backed
server. up.
9. Office Pro Plus license
Requires AS SP Mode
xVelocity model enabled SharePoint Enterprise
and Excel Services
as required CAL
Deploys as SP Service
PowerPivot add-in Included on SP media SQL Server BI or application
included, must be Deploys as service Enterprise
enabled application Deploys as SQL service
PowerView and-in Requires AS SP Mode for on independent servers
included, enabled as xVelocity and Power View Load balancing
needed interactivity performed by Excel
Services
10. PowerPivot for PowerPivot for Analysis Services
SharePoint (SQL SharePoint (SQL SharePoint Mode
Server 2008R2) Server 2012) (SQL 2012 SP1)
Excel 2010 with
Yes Yes* Yes*
PowerPivot (2008 R2)
Excel 2010 with
Yes Yes Yes***
PowerPivot (2012)
Excel 2010 with
No Yes** Yes**
PowerPivot (2012 SP1)
Excel 2013 with or
No No Yes
Without PowerPivot
* Can Only Refresh Slicers
** Cannot use SP1 features with Power View
*** Limited to pre SP1 PowerPivot feature set
11. Deploys as SP service
application Alerting Required for BISM/Power
Self service subscriptions View
Power View
12. Deploys as SP service
application
For analytic charts/grids
31. Excel
FE Profile Indexer Search Metadata …. SSRS PP
Services
SharePoint Foundation
SQL Server
Server OS
32. WFE Profile
Excel
Services
Search ……. SSRS PP DB SSAS SSIS
SharePoint Foundation SQL Server
Server OS Server OS
33. FE Analysis Services –
Profile
Excel
Services
Search ……. SSRS PP SharePoint Mode
SharePoint Foundation
SharePoint Foundation SQL Server
Server OS Server OS
Server OS
DB SSAS SSIS
SQL Server
Server OS
34. Excel
FE Search SSRS PP
Services Analysis Services –
Profile Crawl Metadata SSS SharePoint Mode
SharePoint Foundation SQL Server
SharePoint Foundation
Server OS
Server OS Server OS
DB SSAS SSIS
SQL Server
Server OS
35. FE Analysis Services –
FE SharePoint Mode – –
Analysis Services
Profile Indexer Search ……. SSRS
FE Analysis Services
SharePoint Mode
Profile Indexer Search ……. SSRS
FE SharePoint Mode –
Analysis Services
SharePoint Foundation
Profile Indexer Search ……. SSRS
SQL Server Mode
SharePoint
Excel
SharePoint Foundation
Profile Search ……. SSRS PP
Services
SharePoint Foundation SharePoint Foundation SQL Server
SharePoint Foundation SharePoint Foundation SQL Server
SharePoint Foundation SQL Server
SharePoint Foundation Server OS
Server OS Server OS
Server OS
Server OS Server OS Server OS
Server OS Server OS Server OS
Server OS
Server OS
DB SSAS SSIS
SQL Server
Server OS
40. Analysis Services -
SQL Server Analysis Services
SharePoint Mode
Excel Services No Yes No
Reporting Services Yes Yes No
Power View (RS) N/A Yes No
PerformancePoint No Yes No
Both SETUSER() and EFFECTIVEUSERNAME require elevated permissions (Administrator for AS,
dbowner or sysadmin for SQL)
46. Remember to fill out your evaluation forms to win some great prizes!
&
Join us for SharePint today!
Date & Time: Dec 1st, 2012 @6:00 pm
Location: Pub Italia
Address: 434 ½ Preston Street
Parking: On street with meters $
Site: http://www.pubitalia.ca/
Notas del editor
At the end of the day, please ensure your evaluation is signed and handed in for door prizes. The draw takes place in Room 102A.
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