An IT Pro Guide for Managing SharePoint’s BI Infrastructure
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SHARE-THE-POINT CONFERENCES 2014 Randy Williams Yammer.com/ stpevents An IT Pro Guide for Managing SharePoint’s BI Infrastructure
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The Business Intelligence workload has significantly improved in SharePoint 2013. But to many administrators, it seems to be a confusing array of choices with a lack of clear guidance with how best to provision, configure, secure, and troubleshoot. This IT Pro-centered talk will focus on these four management challenges. In addition, we’ll also look at the layered BI architecture and partition out what functions SharePoint has versus SQL Server. If you are expected to support the underlying BI platform provided by Excel Services, PowerPivot, or Power View, you don’t want to miss this. Note: This slide share is designed for on-premises or IaaS SharePoint deployments.
Transcript of An IT Pro Guide for Managing SharePoint’s BI Infrastructure
S H A R E -T H E -P O I N T
CONFERENCES
2014
Randy WilliamsYammer.com/
stpevents
An IT Pro Guide for Managing SharePoint’s BI
Infrastructure
#seaspc
Our Agenda
Excel Services
PowerPivot
Power View
Provision, Configure, Secure and Troubleshoot…
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Software requirements
SharePoint Server 2013 Enterprise SQL 2012 SP1 or SQL 2014 Enterprise
Used for PowerPivot & Power ViewYou can use older SQL versions for config, content, service
app databases Note: This session covers on-premises capabilities, not
what you’ll find in Power BI in Office 365
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Excel Services
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Excel Services architecture
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Provisioning Excel Services$server = "APP1"$identity = "contoso\sp.excel"$appName = "Excel Services Application"$appPoolName = "Excel Services App Pool"$cred = Get-Credential $identity$appPoolAccount = New-SPManagedAccount -Credential $cred$url = "https://teams.contoso.com"
$identity = "contoso\sp.excel"$appName = "Excel Services Application"$appPool = New-SPServiceApplicationPool -Name $appPoolName -Account $identityNew-SPExcelServiceApplication -name $appName –ApplicationPool $appPoolName -default
Get-SPServiceInstance | where {$_.typename -eq "Excel Calculation Services" -and $_.Parent -like "*$server"} | ` Start-SPServiceInstance
Get-SPExcelServiceApplication -identity $appName | New-SPExcelFileLocation -address "https://" -includeChildren
$webApp = Get-SPWebApplication $url$webApp.GrantAccessToProcessIdentity($identity)
New-SPWOPISuppressionSetting -Extension "XLSX" -Action "view"New-SPWOPISuppressionSetting -Extension "XLS" -Action "view"
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Provisioning Excel gotchas
If you use a unique app pool, make sure you run GrantAccessToProcessIdentity() on web app
If you use Office Web Apps, run New-SPWOPISuppressionSetting to have ECS render
Add/edit default file location when using SSL When troubleshooting, always double check your settings—if
that fails, then review ULS logs!
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Demo
Understanding the data refresh problem
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Excel data refresh problem
Can ECS connect to the original data source to refresh worksheet data?
Windows auth is the best choice, but when using NTLM you have delegation (double-hop) problems
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Data refresh solutions
Use Secure Store Service and store credentials to server within an SSS target applicationUse one unattended service account
or multiple target application IDs Use Kerberos (KCD) Use a standard (non-integrated) username
& passwordStore .ODC (office data connections) within trusted libraries and only
allow trusted connected libraries
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Understanding Excel auth settings
Try to delegate with logged on user’s credentials
Use specific App ID from Secure Store Service
Use unattended service account in Excel Services global settings
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Demo
Configuring Excel Services Data Refresh
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PowerPivot
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Two editions of PowerPivot
PowerPivot is available in Excel 2013 client application
PowerPivot is a preinstalled add in. Just enable it Analysis Services in SharePoint mode
This is the server component provided by SQL ServerExcel Services calls into it when needed
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PowerPivot server architecture
Excel Services is the hub for all PowerPivot features!
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Analysis Services in SharePoint mode
xVelocity engine used by Excel Services Run on one or more SQL Servers (2012 SP1 or 2014) Used when Excel workbooks with embedded data
models are run in Excel ServicesEmbedded data model from Excel workbook is loaded and
processed here This can run alongside relational SQL instances, but for
heavy analysis it should run on dedicated server(s)
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Installing Analysis Services in SharePoint mode
Install from SQL Server media
Installs as PowerPivot instance name
Grant Excel Services, PowerPivot, SSRS, and Farm accounts admin permissions
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Configuring AS Ports
PowerPivot instance runs on a dynamic TCP port by default Edit C:\Program Files\Microsoft SQL Server\
MSAS11.POWERPIVOT\OLAP\Config\msmdsrv.ini and change to a change to a fixed port
Add this fixed port and SQL Browser (TCP 2382, UDP 1434) to allowed firewall list
Test by using SQL Management Studio from a remote server
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Connecting ECS to AS
Add <servername>\powerpivot to Excel Services Data Model settingsName is not case sensitive
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PowerPivot for SharePoint Add-in
spPowerPivot.msi Contains the latest drivers, plus
PowerPivot System Service handles scheduled data refreshManagement dashboard in Central AdminPowerPivot Gallery (useful with Power View)PowerPivot Configuration Tool simplifies the provisioning effort
Recommended to install on all SharePoint servers Download from bit.ly/1upf49J (SQL 2012 SP1) or
bit.ly/1qcamtj (SQL 2014)
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PowerPivot Configuration Tool
Provisions additional PowerPivot capabilitiesScheduled data refresh allows users to configure
when their workbooks are refreshed automatically. See bit.ly/1iPVkZg
PowerPivot Management dashboardPowerPivot Gallery (library template)
Not required for basic PowerPivot features
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PowerPivot Configuration Tool
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Configuration Tool gotchas
Create a separate account for PowerPivot service and configure as default account (top page)
Modify “Create PowerPivot Service Application” to remove database GUID
Application pool assigned for PowerPivot service is not configurable
Doesn’t grant permissions properly for PowerPivot management dashboard
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Configuration Tool fixes#Reassign app pool$identity = "contoso\sp.powerpivot"$appName = "PowerPivot Service Application"$appPoolName = "PowerPivot Service App Pool"$cred = Get-Credential $identity$appPoolAccount = New-SPManagedAccount -Credential $cred$appPool = New-SPServiceApplicationPool -Name $appPoolName -Account $appPoolAccount $serviceApp = Get-SPServiceApplication | where {$_.DisplayName -eq $appName}$serviceApp.ApplicationPool = $appPool$serviceApp.Update()
#Grant app pool permissions to web applications (add other web apps if needed)$webApp = Get-SPWebApplication https://teams.contoso.com$webApp.GrantAccessToProcessIdentity("contoso\sp.powerpivot")
#Grant Excel identity permissions to central admin content database$identity = "contoso\sp.excel"$centralAdminUrl = "https://contoso-wfe:2013/"$webApp = Get-SPWebApplication –IncludeCentralAdministration | where {$_.Url –eq "$centralAdminUrl"}$webApp.GrantAccessToProcessIdentity($identity)
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PowerPivot component review
Level Features Install or Configure
Client only • Interactive PowerPivot capabilities within Excel•Create data models
• Excel 2013•SharePoint is not required
PowerPivot Server support
• Interactive PowerPivot workbooks in the browser (slice, refresh)
• Excel Services unattended service account•Analysis Services in SharePoint Mode •Register server in Excel Services
All PowerPivot features
•Access to workbooks as a data source from outside the farm•Schedule Data refresh• PowerPivot Gallery•Management Dashboard
•Deploy PowerPivot for SharePoint 2013 Add-in•Run Configuration Tool
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Demo
Configuring Analysis Services in SharePoint mode
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Power View
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Power View is based on SSRS
You must have SQL Server Reporting Services (SSRS)installed into the SharePoint farm in integrated mode
Also requires Analysis Services in SharePoint mode
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Power View architecture
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Installing SSRS Components
Install SQL Server Reporting Services in SharePoint mode (SQL 2012 SP1 or SQL 2014)
Install SSRS in Integrated Mode on one or more SharePoint servers
Install rsSharePoint.msi on all WFE SharePoint servers (found on SQL disc)
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Provisioning SSRSInstall-SPRSServiceInstall-SPRSServiceProxy
$identity = "contoso\sp.ssrs"$appName = "SQL Server Reporting Services Service Application"$appPoolName = "SSRS App Pool"$databaseName = "ReportingServices“
$cred = Get-Credential $identity$appPoolAccount = New-SPManagedAccount -Credential $cred$appPool = New-SPServiceApplicationPool -Name $appPoolName -Account $appPoolAccount$app = New-SPRSServiceApplication -name $appName –ApplicationPool $appPoolName ` -DatabaseName $databaseName$proxy = New-SPRSServiceApplicationProxy $appName -ServiceApplication $appGet-SPServiceApplicationProxyGroup | where {$_.FriendlyName -eq "[default]"} | ` Add-SPServiceApplicationProxyGroupMember -Member $proxy
$url = "https://teams.contoso.com"$webApp = Get-SPWebApplication $url$webApp.GrantAccessToProcessIdentity($identity)
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Using Power View
Once SSRS is installed and provisioned as described, Power View functionality is ready to go!
Just enable these site collection features:Power View Integration FeaturePowerPivot Feature Integration for Site Collections
Power View reports can be created from Excel workbooks stored in a PowerPivot Gallery
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Demo
Testing PowerView
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Quick recap…
Excel Services
PowerPivot
Power View
Provision, Configure, Secure and Troubleshoot…
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For more information, see chapter 17
Q&A
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