Configuring SharePoint Server 2013 environment for Business Intelligence Platform with SQL Server 2014
Download as PPTX, PDF2 likes1,747 views
This document discusses configuring a SharePoint Server 2013 environment for Business Intelligence with SQL Server 2014. It begins with an introduction to the speaker and agenda. It then provides an overview of SharePoint BI components and how they have evolved. Requirements and architectures for installing and configuring various BI components like Excel Services, PowerPivot, Analysis Services, Reporting Services, and PerformancePoint are covered. Finally, different deployment scenarios are discussed and a demo of SharePoint BI in action is promised.
Configuring SharePoint Server 2013 environment for Business Intelligence Platform with SQL Server 2014
- 1. Configuring a SharePoint Server 2013 environment for Business Intelligence with SQL Server 2014 Jose Redondo Microsoft SQL Server MVP | CEO EntornoDB | DPA SolidQ | @redondoj
- 2. Speaker • Business Intelligence Architect - Consultant for +20 years • Owner of EntornoDB C.A. in Caracas, Venezuela. Company specialized in the Analysis, Design & Development of Information Systems, BI Solutions & DWH using Microsoft Data Platform (MDP), SyBase, Oracle and IBM • Worked as Desktop - Web - Database in .NET & Java; DBA Microsoft Data Platform, IBM & Oracle; and BI & DWH (MDP) Arquitect and Developer • Speaker in technical events of Microsoft in Latam – U.S.A. & PASS SQL Saturday in Latam - U.S.A. • SQL Server, MCP - MSTS – MTA • DPA for SolidQ • Contributing Technical Reviewer for Packt Publishing • Blog in Spanish "El Blog de Cheo Redondo" • Microsoft SQL Server MVP
- 3. Configuring a SharePoint Server 2013 environment for Business Intelligence with SQL Server 2014
- 4. Agenda • SharePoint BI – What is it? • Root of all evil • Requirements • Architecture • Installation • How to take BI to the next level? • Deployment scenarios
- 5. SharePoint BI for beginners…
- 7. BI Components and SharePoint Dashboard Power Pivot Worksheets • Pivot Tables and Charts • Power View Data Marts and others Database Multidimensional and Tabular Models Standard Worksheets • Pivot Tables and Charts PerformancePoint Reports • Analytic Charts and Grids • Decomposition Tree SQL Server Reporting Services Reports • Standard • Power View PerformancePoint Scorecards and KPIs
- 8. BI Components Business Intelligence Center 2007 - Excel and Connections 2010 - PerformancePoint 2013 - PerformancePoint and Power Pivot Reports Excel and Connections Web Part Pages SharePoint KPIs
- 9. SharePoint BI Power BI Excel, Power X, Mobile, Data Management Gateway PerformancePoint (Dashboard Designer) Only SSRS (Report Builder, Data Tools) SharePoint (Pages and Filters) On Premises Office 365
- 10. Root of all evil Requirements Architecture Installation
- 11. Excel Services Requirements License Office Pro Plus Model xVelocity enabled is required PowerPivot add-in included, must be enabled PowerView and-in included, is important to be enabled SharePoint Enterprise CAL Included SP media Deployed as application services Requires AS SP Mode for xVelocity and interaction with Power View PowerPivot for SharePoint Required for AS SP Mode and Excel Services SQL Media Deployed as an application service SP SQL Server BI or Enterprise SQL Media Deployed as SQL Application Service on separate servers Load balancing to run Excel Services
- 12. Arquitecture Compatibility Table “xVelocity” PowerPivot for SharePoint (SQL Server 2008R2) PowerPivot for SharePoint (SQL Server 2012) Analysis Services SharePoint Mode (SQL Server 2012 SP1) PowerPivot for SharePoint (SQL Server 2014) Analysis Services SharePoint Mode (SQL Server 2014) Excel 2010 with PowerPivot (2008 R2) Yes Yes* Yes* Yes Yes Excel 2010 with PowerPivot (2012) Yes Yes Yes*** Yes Yes Excel 2010 with PowerPivot (2012 SP1) No Yes** Yes** Yes Yes Excel 2013 with or without PowerPivot No No Yes Yes Yes * Can be updated only from Slicers ** You can not use the features of SP1 with Power View *** Limited exclusively for all PowerPivot functionality in SQL Server 2012 SP1
- 13. Arquitecture What is know about “Power BI” Features PowerPivot for SharePoint Power BI Embedded Interaction Models Yes Yes Power View rendering Yes (Data Exporting) Yes Using embedded in the model as data source Yes No Auto refresh Yes Yes (Limited) Limit for the size of the model 2Gb 250 Mb Thumbnail Gallery Yes Yes Pre-optimize workbooks (Excel) No Yes OData Feeds publication No Yes Natural Language Queries No Yes Customers mobiles No Yes
- 14. SQL Server Reporting Services 2014 Requirements Deployed as an Application Services SP Required for BISM/Power View Alerting Self service subscriptions Power View
- 15. PerformancePoint Services Requirements SharePoint Enterprise Deployed as an Application Service SP For Analytic Charts/Grids
- 16. Root of all evil Requirements Architecture Installation
- 17. Installing SharePoint BI Components Excel Services PerformancePoint Other Stuff Reporting Services PowerPivot Analysis Services
- 18. Arquitecture SharePoint Farms with 2 servers Server OS SharePoint Foundation FE Profile Excel Services Search ……. Server OS SQL Server DB SSAS SSIS
- 19. Arquitecture SharePoint Farms with BI – The Bad Practices Server OS SharePoint Foundation FE Profile Excel Services Search ……. Server OS SQL Server SharePoint Foundation DB SSAS SSIS SSRS PP
- 20. Arquitecture SharePoint Farms with BI – The Best Environment Server OS SharePoint Foundation WFE Profile Excel Services Search ……. SSRS PP Server OS SQL Server DB SSAS SSIS
- 21. How to take BI to the next level?
- 22. Configuration scenarios… • SQL Server Analysis Services SharePoint Mode • Excel Services • SQL Server PowerPivot for SharePoint • SQL Server Reporting Services SharePoint Mode • PerformancePoint Services
- 23. SQL Server Analysis Services SharePoint Mode
- 37. Excel Services Data Model
- 58. SQL Server Reporting Services SharePoint Mode
- 67. Configuring Reporting Services SharePoint Mode 67
- 76. Demo Video “Installing and Configuring of SQL Server Reporting Services SharePoint Mode”
- 87. Demo Video “Configuring PerformancePoint Services”
- 90. Everything in one box Server OS SQL Server SharePoint Foundation FE Profile Indexer Search Metadata Excel Services …. SSRS PP
- 91. Two-server BI farm Server OS SharePoint Foundation WFE Profile Excel Services Search ……. SSRS PP Server OS SQL Server DB SSAS SSIS
- 92. Servers separated by Roles Server OS SharePoint Foundation Profile Excel Services Search ……. SSRS Server OS SQL Server DB SSAS SSIS Server OS SharePoint Foundation FE Server OS SQL Server Analysis Services – SharePoint Mode PP
- 93. Integration with BI – Distributed 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
- 94. Deploy large farms 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 Profile Excel 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
- 95. Expanding BI Services • Reporting Services • Adding Reporting Services - SharePoint for all server applications • Adding Reporting Services Add-In on every server front (+) • xVelocity/Analysis Services/PowerPivot • Installing standalone servers for Analysis Services SharePoint Mode • Installing server applications for both services • Availability of PowerPivot Add-in for separate download (SQL Feature Pack) - http://www.microsoft.com/en-us/download/details.aspx?id=34702
- 96. Identity Credentials • The big problem called "Double Hop" • Kerberos Security - A double edged sword • Claims - The solution to follow • Per user identities without Kerberos • EFFECTIVEUSERNAME - (Analysis Services, Excel Services) • SetUser() - (SQL Server)
- 97. Impersonating Options for SQL Server Reporting Services SQL Server Analysis Services Analysis Services – SharePoint Mode Excel Services No Si No Reporting Services Si Si No Power View N/A Si No PerformancePoint No Si No Both commands SETUSER() and EFFECTIVEUSERNAME requires elevated permissions (Administrator for AS, dbowner or sysadmin for SQL)
- 98. Integration • Whole > @SUM(Parts) • Dashboarding • Filtering SharePoint Web Parts • Filtering Lists • Filtering concurrent users • Filtering Analysis Services
- 99. Office Web App • 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/201 3/01/31/powerpivot-for-sharepoint-browser-refresh-fails-data-refresh-not-supported-in-office-web- apps.aspx
- 100. SharePoint as Data Source • SQL Server Reporting Services is not native • SQL Server Integration Services • Data Warehouse • Efficient execution • SharePoint List as origin and destination data • http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652 (Descarga) • http://dataqueen.unlimitedviz.com/2011/06/how-to-use-a-sharepoint-list-as-a- data-source-in-your-ssis-package/ (Como es?) • OData sources for Microsoft SQL Server 2014 • http://www.microsoft.com/en-us/download/details.aspx?id=42280 (Descarga) • http://whitepages.unlimitedviz.com/2014/03/using-the-odata-source-connector- con-sharepoint-online-authentication/ (Como es)
- 101. SQL Server Integration Services List a warehouse Data Collection • Health Analyzer
- 102. Is this all true? Let’s GO…
- 103. DEMO “SharePoint BI in action”
- 105. Contact… • [email protected] • Social Network: • Facebook: Cheo Redondo • Twitter: @redondoj • LinkedIn: https://www.linkedin.com/in/redondoj • Blog in Spanish: “El Blog de Cheo Redondo” - http://redondoj.wordpress.com
- 106. Thank you #SQLFamily