configure your sharepoint farm for business intelligence
DESCRIPTION
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.TRANSCRIPT
Configuring your SharePoint farm for
Business Intelligence
John P WhiteChief Technical OfficerUnlimitedViz [email protected]@diverdown1964
December 1st, 2012
Thank you to all of our Sponsors!!
John WhiteCTO/Co-Founder of UnlimitedVizSharePoint Server MVP, SQL Server [email protected]://whitepages.unlimitedviz.com@diverdown1964
Agenda
Framework and what’s new
Requirements, architecture and installation
It’s a little known fact….
Scaling your BI investments
Going deep with Excel Services Global Shark Accident Filehttp://www.sharkattackfile.net/incidentlog.htm
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 BI
The Microsoft BI framework
Team BI
Our Context
BI Solution created by power user. Context is for a small team & it’s managed on a server.
What’s new in Office/SharePoint 2013 BI
xVelocity engine in Excel clientPowerPivot
Power View
Per-User Authentication
Power View enhancementsPerformancePoint Styling
Analysis Services SharePoint modePowerPivot for SharePoint not required
Requirements, architecture and installation
Excel Services family requirements
ExcelOffice Pro Plus license
xVelocity model enabled as required
PowerPivot add-in included, must be enabled
PowerView and-in included, enabled as needed
Excel ServicesSharePoint Enterprise CAL
Included on SP media
Deploys as service application
Requires AS SP Mode for xVelocity and Power View interactivity
PowerPivot for SharePointRequires AS SP Mode and Excel Services
Deploys as SP Service application
Analysis Services SharePoint ModeSQL Server BI or Enterprise
Deploys as SQL service on independent servers
Load balancing performed by Excel Services
xVelocity compatibility matrix
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
Reporting Services requirements (IM)
SharePoint FoundationDeploys as SP service application
SQL Server Standard
Analysis Services Tabular EngineRequired for BISM/Power View
SQL Server BI or EnterpriseAlerting
Self service subscriptions
Power View
PerformancePoint requirements
SharePoint EnterpriseDeploys as SP service application
SQL Server Analysis ServicesFor analytic charts/grids
Installing SharePoint BI Components
OfficeExcel Services
PerformancePoint
Other Stuff
SQL ServerReporting Services
PowerPivot
Analysis Services
Standard 2 server farm
Server OS
SharePoint Foundation
FE ProfileExcel
Services
Search …….
Server OS
SQL Server
DB SSAS SSIS
BI integration – classic mistake
Server OS
SharePoint Foundation
FE ProfileExcel
Services
Search …….
Server OS
SQL Server
SharePoint Foundation
DB SSAS SSIS SSR
S PP
BI integration – 2 server farm
Server OS
SharePoint Foundation
WFE ProfileExcel Servic
esSearch ……. SSRS PP
Server OS
SQL Server
DB SSAS SSIS
Setup and configuration
Analysis Services SharePoint mode
Setup and configuration
PowerPivot for SharePointPowerPivot Add-in available as a download (SQL Feature Pack) - http://www.microsoft.com/en-us/download/details.aspx?id=35580
Setup and configuration
Reporting Services SharePoint mode
Setup and configuration
PerformancePoint
Scaling
Single server with BI
Server OS
SQL Server
SharePoint Foundation
FE Profile Indexer Search Metadata
Excel Services …. SSRS PP
2 server farm with BI
Server OS
SharePoint Foundation
WFE ProfileExcel Servic
esSearch ……. SSRS PP
Server OS
SQL Server
DB SSAS SSIS
Separate roles
Server OS
SharePoint Foundation
ProfileExcel Services
Search ……. SSRS
Server OS
SQL Server
DB SSAS SSIS
Server OS
SharePoint Foundation
FE
Server OS
SQL Server
Analysis Services – SharePoint ModePP
BI integration – mixed roles
Server OS
SharePoint Foundation
Profile Crawl Metadata
Server OS
SQL Server
DB SSAS SSIS
Server OS
SQL Server
Analysis Services – SharePoint Mode
Server OS
SharePoint Foundation
FE Search Excel
Services
SSRS PP
SSS
Large farm deployment
Server OS
SharePoint Foundation
Profile Indexer
Search ……. SSRS
Server OS
SQL Server
DB SSAS SSIS
Server OS
SharePoint Foundation
FE
Server OS
SQL Server
Analysis Services – SharePoint Mode
Server OS
SharePoint Foundation
Profile Indexer
Search ……. SSRS
Server OS
SharePoint Foundation
Profile Indexer
Search ……. SSRS
Server OS
SharePoint Foundation
ProfileExcel
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
Scaling the BI ServicesReporting ServicesAdd Reporting Services – SharePoint to all application serversAdd Reporting Services Add-In to all front end servers (+)
xVelocity/Analysis Services/PowerPivotInstall on standalone server for AS/SPInstall on application server for bothSeparate PowerPivot Add-in available as a download (SQL Feature Pack) - http://www.microsoft.com/en-us/download/details.aspx?id=34702
It’s a little known fact
Per user identitiesThe “double hop” ProblemKerberos – A double edged swordClaims – future solutionPer user identities without Kerberos
EFFECTIVEUSERNAME (Analysis Services)SetUser() – (SQL Server)
Impersonation Demo
Reporting Services
Impersonation Options
SQL Server Analysis Services 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)
IntegrationWhole > @SUM(Parts)DashboardingSharePoint filter web parts
Integration Demo
Election results
SharePoint as a data sourceReporting Services does it nativelySQL Server Integration Services
WarehousingOperational efficiency
CodePlex Projecthttp://sqlsrvintegrationsrv.codeplex.com/releases/view/17652
How To Usehttp://dataqueen.unlimitedviz.com/2011/06/how-to-use-a-sharepoint-list-as-a-data-source-in-your-ssis-package/
Integration Services DemoWarehousing list data
Health Analyzer
Good Tool, but too many false positivesPowerPivot has special rulesCorrect the real problems, disable the othersHow to
http://whitepages.unlimitedviz.com/2012/06/the-health-analyzer-and-powerpivot-for-sharepoint/
Join us for SharePint today!
Date & Time: Dec 1st, 2012 @6:00 pmLocation: Pub Italia Address: 434 ½ Preston StreetParking: On street with meters $Site: http://www.pubitalia.ca/
Remember to fill out your evaluation forms to win some great prizes!
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