Configuring SharePoint for Business Intelligence

transcript

John P WhiteChief Technical OfficerUnlimitedViz Incjpw@unlimitedviz.com@diverdown1964

2 | SharePoint Saturday New York City 2013

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John WhiteCTO/Co-Founder of UnlimitedVizSharePoint Server MVP, SQL Server v-TSjpw@unlimitedviz.comhttp://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

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

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

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 SharePoint farm

Server OS

SharePoint Foundation

FE Profile Excel Services Search …….

Server OS

SQL Server

DB SSAS SSIS

BI integration – classic mistake

Server OS

FE ProfileExcel

Services

Search …….

Server OS

SQL Server

DB SSAS SSIS SSRS PP

BI integration – 2 server farm

Server OS

WFE ProfileExcel

Services

Search ……. SSRS PP

Server OS

SQL Server

DB SSAS SSIS

Setup and configuration

Analysis Services SharePoint mode

PowerPivot for SharePointPowerPivot Add-in available as a download (SQL Feature Pack) - http://www.microsoft.com/en-us/download/details.aspx?id=35580

Reporting Services SharePoint mode

PerformancePoint

Scaling

Single server with BI

Server OS

SQL Server

FE Profile Indexer Search Metadata

Excel Services …. SSRS PP

2 server farm with BI

Server OS

WFE ProfileExcel

Services

Search ……. SSRS PP

Server OS

SQL Server

DB SSAS SSIS

Separate roles

Server OS

ProfileExcel Services

Search ……. SSRS

Server OS

SQL Server

DB SSAS SSIS

Server OS

SQL Server

Analysis Services – SharePoint ModePP

BI integration – mixed roles

Server OS

Profile Crawl Metadata

Server OS

SQL Server

DB SSAS SSIS

Server OS

SQL Server

Analysis Services – SharePoint Mode

Server OS

FE Search Excel

Services

SSRS PP

Large farm deployment

Server OS

Profile Indexer

Search ……. SSRS

Server OS

SQL Server

DB SSAS SSIS

Server OS

SQL Server

Server OS

Profile Indexer

Search ……. SSRS

Server OS

Profile Indexer

Search ……. SSRS

Server OS

ProfileExcel

Services

Search ……. SSRS

Server OS

SQL Server

Server OS

SQL Server

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

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

Configuring SharePoint for Business Intelligence

Technology