Embed Size (px)
DESCRIPTION
Citation preview
Configuring SharePoint for Business Intelligence
John P WhiteChief Technical OfficerUnlimitedViz [email protected]@diverdown1964
2 | SharePoint Saturday New York City 2013
Housekeeping Please remember to turn in your filled out
bingo cards and event evaluations for prizes. SharePint is sponsored by Slalom at Whiskey
Trader (Between 55th and 56th on 6th Avenue). Follow SharePoint Saturday New York City on
Twitter @spsnyc and hashtag #spsnyc
Thanks to Our Sponsors!
John WhiteCTO/Co-Founder of UnlimitedVizSharePoint Server MVP, SQL Server [email protected]://whitepages.unlimitedviz.com@diverdown1964
5 |SharePoint Saturday New York City 2013
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 File http://www.sharkattackfile.net/incidentlog.htm
7 |SharePoint Saturday New York City 2013
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.
11 |SharePoint Saturday New York City 2013
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
13 |SharePoint Saturday New York City 2013
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
SQL Media
Deploys as SP Service application
Analysis Services SharePoint ModeSQL Server BI or Enterprise
SQL Media
Deploys as SQL service on independent servers
Load balancing performed by Excel Services
16 |SharePoint Saturday New York City 2013
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
17 |SharePoint Saturday New York City 2013
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
18 |SharePoint Saturday New York City 2013
PerformancePoint requirements
SharePoint EnterpriseDeploys as SP service application
SQL Server Analysis ServicesFor analytic charts/grids
19 |SharePoint Saturday New York City 2013
Installing SharePoint BI Components
OfficeExcel Services
PerformancePoint
Other Stuff
SQL ServerReporting Services
PowerPivot
Analysis Services
20 |SharePoint Saturday New York City 2013
Standard 2 server SharePoint farm
Server OS
SharePoint Foundation
FE Profile Excel Services Search …….
Server OS
SQL Server
DB SSAS SSIS
21 |SharePoint Saturday New York City 2013
BI integration – classic mistake
Server OS
SharePoint Foundation
FE ProfileExcel
Services
Search …….
Server OS
SQL Server
SharePoint Foundation
DB SSAS SSIS SSRS PP
22 |SharePoint Saturday New York City 2013
BI integration – 2 server farm
Server OS
SharePoint Foundation
WFE ProfileExcel
Services
Search ……. SSRS PP
Server OS
SQL Server
DB SSAS SSIS
Setup and configuration
Analysis Services SharePoint mode
24 |SharePoint Saturday New York City 2013
27 |SharePoint Saturday New York City 2013
28 |SharePoint Saturday New York City 2013
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
32 |SharePoint Saturday New York City 2013
33 |SharePoint Saturday New York City 2013
34 |SharePoint Saturday New York City 2013
36 |SharePoint Saturday New York City 2013
Setup and configuration
Reporting Services SharePoint mode
39 |SharePoint Saturday New York City 2013
40 |SharePoint Saturday New York City 2013
Setup and configuration
PerformancePoint
Scaling
56 |SharePoint Saturday New York City 2013
Single server with BI
Server OS
SQL Server
SharePoint Foundation
FE Profile Indexer Search Metadata
Excel Services …. SSRS PP
57 |SharePoint Saturday New York City 2013
2 server farm with BI
Server OS
SharePoint Foundation
WFE ProfileExcel
Services
Search ……. SSRS PP
Server OS
SQL Server
DB SSAS SSIS
58 |SharePoint Saturday New York City 2013
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
59 |SharePoint Saturday New York City 2013
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
60 |SharePoint Saturday New York City 2013
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 Analysis Services SharePoint ModeInstall 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 identities
The “double hop” ProblemKerberos – A double edged swordClaims – future solutionPer user identities without Kerberos
EFFECTIVEUSERNAME (Analysis Services)SetUser() – (SQL Server)
Impersonation Demo
Reporting Services
65 |SharePoint Saturday New York City 2013
Impersonation Options
SQL Server Analysis Services Analysis Services - SharePoint Mode
Excel Services No Yes No
Reporting Services Yes Yes No
Power View N/A Yes No
PerformancePoint No Yes No
Both SETUSER() and EFFECTIVEUSERNAME require elevated permissions (Administrator for AS, dbowner or sysadmin for SQL)
Integration
Whole > @SUM(Parts)DashboardingSharePoint filter web parts
List FilterCurrent User FilterAnalysis Services Filter
67 | SharePoint Saturday New York City 2013
Office Web Apps Turn OFF Rendering for xlsx files
New-SPWOPISuppression –extension xlsx –action view
http://blogs.technet.com/b/excel_services__powerpivot_for_sharepoint_support_blog/archive/2013/01/31/powerpivot-for-sharepoint-browser-refresh-fails-data-refresh-not-supported-in-office-web-apps.aspx
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/
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/
Questions
