Planning and Deploying a Managed Self-Service BI Environment Kay UnkrothSenior Program ManagerMicrosoft Corporation
DBI-B312
Session Objectives and Takeaways Overview Deployment Tools and Steps
SQL Setup, PowerPivot Config Tool, ScriptsUpgrade and Update Procedures
Typical Topologies and Server Configurations
Single server vs. multiple server farmsDedicated vs. non-dedicated servers
System Architecture Deployment Troubleshooting
Excel Services, FE/BE communication, data refreshPowerPivot Management Dashboard
Managed Self-Service BI Stack
Collaboration Platform
SharePoint
User Experience
Data Infrastructure and BI Platform
Microsoft SQL ServerIBM DB2
Others (OLE DB/ODBC)
Text Files
ExcelFiles
Microsoft SQL Azure
Teradata Reporting Services
DataFeedsOracle
Excel
SQL Server
PowerPivotPower View
GeoFlowData Explorer
SQL ServerAnalysis Services
Reporting Services
Hive
Excel ServicesPowerPivotPower View
PerformancePointVisio Services
PowerPivot and Power View Features in SharePoint
Browser InteractivityWorkbooks as a Data
Source
Scheduled Data Refresh
PowerPivot Gallery
Management Dashboard
Power View
BISM Link FilesData Feed Library
Data Alerts
Light-up Story for SharePoint 2013
Deploy your SharePoint 2013 farms andenable shared services, such as Excel Services
and PerformancePoint Services.
Install Analysis Services in SharePoint mode andregister the server in Excel Services
to enable the core PowerPivot functionality.
Install Reporting Services add-in and Reporting Services in SharePoint-integrated
modeto unlock stunning browser-based data
exploration, visualization, and presentation experiences.
Nati
ve
EC
SFeatu
res
Core
BI
Featu
res
Pow
er
Vie
w
1
2
3
Deploy the PowerPivot for SharePoint 2013 Add-In
to provide additional capabilities, such as full access to workbooks as a data source,
scheduled data refresh, PowerPivot Gallery, and IT Management Dashboard.
All
Pow
erP
ivo
tFeatu
res
4
SQL Server Database Engine
Analysis Services
PowerPivot for SharePoint 2013 Reporting Services Power
ViewPerformancePoint Services
Excel ServicesVisio Services
SharePoint 2013 Enterprise
Demo
PowerPivot for SharePoint Light-up
PowerPivot for SP 2013 Server TopologiesSingle Server
Reporting Services Power View
Analysis Services SharePoint 2013 Enterprise
SQL Server Database Engine
Separate SQL Server
Reporting Services Power View
SharePoint 2013 Enterprise
Analysis Services SQL Server
Database Engine
Shared SQL Server
Reporting Services Power View
SharePoint 2013 Enterprise
Analysis Services SQL Server Database
Reporting Services Power View
SharePoint 2013 Enterprise
Large Farm
SQL Server Database
Analysis Services
Reporting Services Power View
SharePoint 2013 Enterprise
PowerPivot for SP 2013 Scale Out
Large SharePoint 2013 Farm
Web Front-End Servers
Clients
Application Servers
SQL Server Databases
Config.Database
Content Database
s
Service App.
Databases
Analysis Services in SharePoint
Mode
1. Install SQL Server 2012 SP1 PowerPivot for SharePoint on an additional server.
2. Grant SharePoint farm and service accounts Analysis Services server admin rights on the new server.
3. Register the new server in the BI Servers configuration of Excel Services
Demo
Verifying the Excel Services Configuration
Workbooks as a Data Source
EWA/EWS
RS add-in
PPS Web Service
PowerPivot Web Service
Browser
Excel client
RemoteSP farms
Excel Calculation
Services (ECS)
PPS Service App
RS Service App
PowerPivot System Service
Client Front-End Service Apps Analysis Services
AD
OM
D.N
ET
EC
S
API
ECS API
XML/A Client
12
1
2
1
2
MSOLAP
ECS API1
2
Data Model
Other
Timer Job
Only Excel Services loads and unloads PowerPivot data models. All other applications, including PowerPivot, must use Excel Services to load a data model before establishing a
direct connection via TCP/IP. The steps are transparent to applications using MSOLAP, ADOMD.NET, or AMO.
SSPM
Installing Individual Data Providers
Analysis Services in SharePoint
mode
Excel Calculation
Services
SharePoint Content Database
XLSX
LoadData Model
SPClient
MSOLAP ADOMD.NET AMO
ECS API
Only SQL Server Setup and spPowerPivot.msi install the SPClient component.Individual provider packages available in the SQL Server Feature Pack do not include
SPClient.
SPClient is a hidden feature that
will be installed regardless of the feature selection.
Installing the PowerPivot Package -- spPowerPivot.msi
Large SharePoint 2013 Farm
Web Front-End Servers Application Servers
SQL Server Databases
Config.Database
Content Database
s
Service App.
Databases
Analysis Services in SharePoint
Mode
Install MSOLAP, ADOMD.NET, and AMO on all SharePoint servers.
Install PowerPivot for SharePoint 2013 on at least one server (preferably the server hosting Central Administration)
Demo
Accessing a Data Model from within a Farm
Installing Power View in SharePoint 2013Client Front-End Service Apps Analysis
Services
Installing PowerPivot Add-In Features
EWA/EWS
PowerPivot Web Service
Excel Calculation Services (ECS)
PowerPivot System Service
Client Front-End Service Apps Analysis Services
Data Model
SSPM
SharePoint Timer Service
Usage Data Import
Usage Data Processing
PowerPivot Data Refresh
PowerPivot Health Statistics Collector
PowerPivot Mgmt Dashboard Processing
PowerPivot Setup Extension
Timer Jobs:
Management Dashboard
PPivot App DatabaseSQL Server Databases
AMO
ADOMD.NET
MSOLAP
Internet Explorer
Business
App
PowerPivot UI
Internet Explorer
SharePoint Lists Service
Data Feed Client
BISM Link File
Data Feed Export
PowerPivot Configuration Tool and Scripts
Config DB
2 Deploy .wsp’s to SP servers:• Copy files• Install features• Add assemblies to GAC
SP Timer Service
SP Timer Service
SP Timer Service
3 Configure local service instances and SharePoint
Dependencies
Run PowerPivot for SharePoint
2013 Configuration
1 Deploy .wsp’sto config db
Scripting the PowerPivot Deployment
The PowerPivot Cmdlets are in the farm solution.
PowerShell Scripts for PowerPivot
PowerPivot Reference for PowerShell
PowerPivot Config Tool – Script tab
1. Add-SPSolution –LiteralPath “C:\Program Files\Microsoft SQL Server\110\Tools\PowerPivotTools\SPAddinConfiguration\Resources\PowerPivotFarmSolution.wsp”
2. Install-SPSolution –Identity PowerPivotFarmSolution.wsp –GACDeployment –Force
3. Get-help *powerpivot*
http://msdn.microsoft.com/en-us/library/hh213341.aspx
PowerPivot Solutions and Features
Deploy PowerPivotWebApplicationSolution.wsp
Deploy PowerPivotFarmSolution.wsp and PowerPivotFarm14Solution.wsp
Deployed once at the farm level and automatically available on all SharePoint servers
Install PowerPivot Features
• PowerPivot (Farm)• PowerPivotAdmin (Central Admin)• PowerPivotSite (Site Collections)
Note that PowerPivot for SharePoint only supports Web applications using Windows authentication. Forms-based and SAML authentication are not supported.
Activate PowerPivot Features
In the Site Collection, under Site Collection Features, make sure the PowerPivot Integration Site Collection Feature is set to Active.
Demo
PowerPivot Solutions and Features in Central Administration and Site Collections
Upgrading or Patching Multi-Server Farms
SharePoint Servers
1. Install the new version of spPowerPivot.msi according to the deployment instructions.
3. On one server that has the PowerPivot for SharePoint 2013 Configuration tool, run the tool to upgrade features, services, applications and solutions in the farm.
2. Move to the next SharePoint server and install the new version of spPowerPivot.msi
Refreshing a PowerPivot Workbook
Scheduled Data Refresh
Interactive Data Refresh
1. User opens a PowerPivot workbook in the browser.
2. In the browser window, user opens the Data menu and clicks Refresh Selected Connection or Refresh All Connections.
3. Excel Services loads the PowerPivot database, processes it, and then queries it to refresh the Excel workbook cache.
Note: Interactive data refresh is only available for Excel 2013 workbooks.
1. User displays the Manage Data Refresh page.
2. On the Manage Data Refresh page, user enables Data Refresh and configures a refresh schedule.
3. At the specified time, the PowerPivot System Service sends a request to Excel Services to load and process the PowerPivot database, refresh the workbook, and save the workbook back to the content database.
Note: PowerPivot no longer sets the Refresh on Open flag.
Scheduled Data Refresh Architecture
Analysis Services Engine
Microsoft SQL ServerIBM DB2
Others (OLE DB/ODBC)
Text Files
ExcelFiles
Microsoft SQL Azure
TeradataReporting Services
DataFeedsOracle
Analysis Services Server requires appropriate data
providers/client libraries for the AS engine to access the
data sources.
PowerPivot App Database (Work
Queue and Refresh History)
SharePoint Content
Database
SharePoint Configuration
Database
XLSX
RDBMS Server
PowerPivot System Service
Excel Calculation
ServicesPowerPivot Data Refresh Timer Job
User Interface(Manage
Data Refresh page)
SharePoint Timer Service
Secure Store Service (Refresh Credentials)
Demo
Refreshing PowerPivot Workbooks
Management Dashboard Architecture
Excel Calculation Services
Server Health and Workbook Activity Workbooks
PowerPivot Service Application
PowerPivot Web Service
Client Libraries
UsageLog
s
SharePoint Timer ServiceUsage Data
ImportMgmt Dashboard
ProcessingPowerPivot HealthStatistics Collector
PowerPivot Application Database
Usage data collection must be enabled for SharePoint components to log
usage data.
PowerPivot Management Data Workbook
PowerPivot Management Dashboard
Usage Data Processing
SharePoint Usage Database
(Customizing the PowerPivot Management Dashboard: http://msdn.microsoft.com/en-us/library/ff718155(v=SQL.105).aspx)
Demo
PowerPivot Management Dashboard
Troubleshooting Tools and Resources
PowerPivot-Related
SharePoint-Related1. ULS Parsing Tool (ULS
Viewer)2. Fiddler (HTTP debugging
proxy)3. Network Monitor
(protocol analyzer)4. Performance Monitor
(server health and resource consumption)
Resources
1. SQL Server PowerPivot for SharePoint Newsgroup
2. Team/Personal/MVP Blogs:• blogs.msdn.com/
PowerPivot• powerpivotgeek.co
m• dennyglee.com• powerpivotpro.com• powerpivot-
info.com• powerpivotblog.nl
3. Twitter > #PowerPivot4. Chapter 9 of Professional
Microsoft PowerPivot for Excel and SharePoint
1. PowerPivot Management Dashboard (workbook and server health statistics at a glance)
2. PowerPivot Management Dashboard Source Workbook (custom management solutions)
3. SQL Server Management Studio (query PowerPivot Application database and view loaded PowerPivot databases)
4. SQL Server Profiler (XMLA communication between PowerPivot System Service and Analysis Services)
Summary
Related contentDBI-B209 Dynamite Data Visualization with Power View in Microsoft ExcelDBI-B220 Effective Data VisualizationDBI-B215 Overview of Business Intelligence in Microsoft Office and SharePoint 2013DBI-B331 Developing and Managing a BI Semantic Tabular Model in Microsoft SQL Server 2012 Analysis ServicesDBI-B325 Do You Have Big Data? (Most Likely!)DBI-B303 Microsoft PowerPivot Excel 2013 in ActionDBI-B336 Big Data Analytics with Microsoft Excel 2013DBI-B326 Deploying Microsoft SQL Server Reporting Services in SharePoint Mode: Why and HowDBI-B339 Predictive Analytics with Microsoft Big DataDBI-B328 Delivering KPIs with Microsoft SQL Server Analysis ServicesDBI-B320 Tips and Tricks for Building Rich Reports in Microsoft SQL Server 2012 Reporting ServicesDBI-B316 Running BI Workloads on Windows Azure Virtual MachinesDBI-B321 Using Power View with Multidimensional ModelsDBI-B210 BI Power HourDBI-B225 Microsoft “Data Explorer” for Excel: Discover, Combine, and Refine your DataDBI-B312 Planning and Deploying a Managed Self-Service BI EnvironmentDBI-B401 Enriching Big Data for AnalysisDBI-B315 Querying in DAX
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