Advanced IT Pro Training 2010 Microsoft Corporation. All
59 Slides2.81 MB
Advanced IT Pro Training 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Business Intelligence Features in SharePoint 2010 Name Title Company 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Microsoft SharePoint 2010 The business collaboration platform for the Enterprise and the Web Sites Composites Communities Connect and Empower People Cut Costs with a Unified Infrastruct Insights Content Rapidly Respond to Business Need Search 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Session Objectives And Session Objective(s): Takeaways SharePoint Server 2010 BI Overview Excel Services 2010 & Excel Web App 2010 PowerPivot & SharePoint Server 2010 PerformancePoint 2010 SSRS & SharePoint Server 2010 Visio Services Business Intelligence Indexing Connector Key Takeaways More Business Intelligence Features More Web-based Dashboard, Reports, & Admin 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
BI & SharePoint 2010 Tool Excel 2010 Excel Services Scenario End-user data creation, manipulation, and analysis Share with large number of users; protect IP, offload processing PerformancePoi Dashboards, scorecards, and key nt Services performance indicators (KPIs) ECS & PowerPivot Work with large, heterogeneous data sources directly in Excel SQL Reporting Services Create & Process Custom Reports Visio Services Building a visual representation of business structures that are bound to data. 5 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
SharePoint 2010 BI Architecture 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Excel in the Browser SharePoint Server 2010 Excel Services Architecture & Configuration Programmability Excel Web Application Web Spreadsheets Features & Functionality 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Microsoft SharePoint 2010 Ignite Excel Services 2010 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Excel Services: 2007 Refresher Thin Rendering in Browser View and Interact Author and Publish Spreadsheets Open Spreadsheet or Snapshot Excel 2007 Client Microsoft Office Excel 2007 Web Services Access Custom Applications Authoring 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010 Exploration and Consumption
Excel Services & Excel Web App 2010 Share and manage workbooks Thin rendering View, Interact, Create, Edit Author and Publish Spreadsheets in browser Download a Copy or Snapshot, Open for editing Excel Web Services, REST API, JavaScript OM Excel Custom applications Authoring 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010 Exploration and Consumption
Excel Services 2010 More Business Intelligence & Programmability Broader support for workbooks & features Display previously compatible workbooks Client look & feel on the Web Improved programmability REST API, Web Services API, JavaScript OM Embed Excel components into other websites Simple interface empowering users Simplified Administration 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Excel Services 2010 Architecture Tiers Web Front End Application Server Configurations Simple - Single Server Complex – Multiple Servers (Scale Up and/or Out) Security Provided by SharePoint Performance and Scalability Optimized for Multi-User Access Caching at Multiple Levels (sheets, external data, etc.) Allow/Disallow Data Refresh Settings to Limit Workbook Size or Request Duration 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Excel Services 2010 Architecture WEB FRONT END Excel Web Access Excel Web Services REST API JSOM Excel Proxy APPLICATION SERVER UserDefined Functions Excel Calculation Service External Data Sources SharePoint Content Database XLSX / b / m 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Excel Services Administration Installation Included with SharePoint eCal Default settings – works out of box Part of Farm Configuration Wizard Service Application Delegated Administration Default Proxy Group Proxy vs. Application 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Excel Services Administration Global Settings Entire service Trusted Locations Settings Per file location (Site, portal, doc lib, etc) Types: UNC, HTTP, SharePoint All SharePoint trusted out of the box with data refresh 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Excel Services Administration PowerShell Get/Set/New/Remove New settings for controlling new features Claims No more Kerberos between SharePoint components Kerberos used between SharePoint and data Unattended Account – stored in Secure Store Service 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Excel Services 2010 Administration demo 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Excel Services 2010 Programmability 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Programmability Overview Web Services API Automate worksheet operations REST API URL access to worksheet models and objects JavaScript Object Model (JSOM) Control of the user experience and reactions to users Deep-Dive into Excel Services 2010 Programmability covered in Ignite Developer Track* 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Excel Services 2010 REST API Makes it possible to access & embed excel data and charts via a simple URL No need to write/deploy custom code Security Permissions Enforced Completely Dynamic – As workbook data changes, so does content (upon refresh) Many potential uses for this Dashboards, Web pages, mash ups, etc., etc. 20 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Excel Services 2010 REST API demo 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
JavaScript Object Model (JSOM) Add JavaScript code on a Web Part page to programmatically interact with Excel Web Access Web Parts Functionality includes JSOM events that are raised when users edit a cell, change the active selection or active cell, and when the workbook has finished rendering Use JSOM to set/get values and to drive the UI (scroll to a range, switch between named items or sheets) 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Microsoft SharePoint 2010 Ignite Excel Web Application 2010 23 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Excel Web App Excel in the Browser High Fidelity with Excel Client Modes: View & Edit Multi-user co-authoring Save / Save As AJAX Enabled Interactive Grid Data Entry Formulas Basic Formatting Tables ( sort, filter) Interact with PivotTables and Charts Not Supported Create Chart, PivotTable Query Tables 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Excel Web Application Excel in the Browser and SharePoint 2010 Excel Web App provides a subset of features of the Excel client Separate install SharePoint Foundation/Server Installs the Word Viewing, PowerPoint, and Excel Calculation Services Service Application Options Start the Service Instance (services on server) Create & Configure the Service Application Activate the Office Web Apps Feature Excel Web App Architecture & 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Co-Authoring Browser-Based Co-authoring of Excel Workbooks Edit Web Spreadsheets (Excel Workbooks) in the Browser Multiple users can edit; updated values appear in each user’s browser as changes are made Users will see latest data in their browser Changes will be auto-saved back to original workbook Checking out workbook applies an exclusive lock, thus guaranteeing noncollaborative authoring 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Excel Web App 2010 demo 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Microsoft SharePoint 2010 Ignite PowerPivot for Excel PowerPivot for SharePoint 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
SQL Server PowerPivot Overview PowerPivot for Excel Import a much larger scale of data into a single Excel workbooks (.xlsx file) Import data from multiple data sources, and use the PowerPivot data relationship layer to treat data as a single data source Work with PowerPivot data directly in Excel PowerPivot for SharePoint Works with Excel Calculation Services Makes it possible for SharePoint to render PowerPivot Workbooks 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
PowerPivot for SharePoint Architecture Components PowerPivot components installed on Application Server(s) in the SharePoint farm PowerPivot Web Service installed on WFE PowerPivot Service Application created How it works User requests PowerPivot Workbook from farm Excel Services manages local workbook processing (i.e. non-PowerPivot data) PowerPivot for SharePoint manages processing, compression, and memory 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
PowerPivot for SharePoint Architecture Diagram 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
PowerPivot for SharePoint Farm Topology Example 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
PowerPivot & Excel Services Installation Considerations Excel Services Comes ‘in-the-box’; no additional bits needed Integrated into SharePoint’s farm configuration wizard Requires eCal PowerPivot Requires Excel Services in the farm (but does not have to be installed on same machine as Excel Services) Only run install on the app servers where PowerPivot will be used Uses SQL Server setup 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
PowerPivot for SharePoint Installation & Configuration Prerequisites Install SQL Server PowerPivot for SharePoint on Application Server Deploy the PowerPivot Solution Package Create a new instance of the PowerPivot Service Application Ensure Excel Services is configured Ensure Secure Store Services SA is configured Update Max Upload and Usage Data Collection Enable PowerPivot Feature for Site 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
PowerPivot for SharePoint Components installed on Farm PowerPivot component PowerPivot System Service and Analysis Services service PowerPivot Web service PowerPivot service application PowerPivot application database PowerPivot content and libraries Purpose Queries and manages PowerPivot data in Excel workbooks Intercepts and directs HTTP requests to PowerPivot servers in the farm A configured instance of a PowerPivot System Service PowerPivot Service Application configuration PowerPivot Workbooks 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010 Location Service Application Windows Service Web Front End Server(s) Application Server(s) Farm Database Server(s) SharePoint Content Databases *Plan for scale*
SQL Server PowerPivot for SharePoint Server 2010 demo 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Microsoft SharePoint 2010 Ignite PerformancePoint Services 2010 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
PerformancePoint Services (PPS) Dashboards Deployed to SharePoint Filters, Scorecards, and Report Views Scorecards Dynamic Scorecards Balanced Scorecards Report Views Thin, Interactive Analytic Charts/Grids Strategy Maps, Excel Services, Reporting Services, and KPI Details Filters Embedded Time Intelligence and Member Selection Rich Analytic Visualizations Decomposition Tree Data Sources Analysis Services, SQL Server, Excel Services, PowerPivot and SharePoint lists Extensibility 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
PPS Architecture Shared Services and Deployment WFE (Web Front End) and Application Server PerformancePoint Web Services Content Storage SharePoint Hierarchy - Web Applications, Site collections and Sites Content storage in Lists & Document Libraries PerformancePoint Content Types Security Model Trusted Locations Secure Store Additional New Features Decomposition Tree; Dashboard Designer 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
PPS 2010 Architecture 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
PerformancePoint Services Administration Start PerformancePoint Service on Application Server(s) Start Secure Store Service on Application Server(s) If Connection Group does not contain one already Create PerformancePoint Service Application Configure Connection Group Configure Unattended Service Account for PPS Create a new Business Intelligence Center Launch the Dashboard Designer 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
PerformancePoint Services 2010 Administration demo 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Microsoft SharePoint 2010 Ignite SQL Server Reporting Services R2 & SharePoint Server 2010 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
SSRS R2 & SharePoint 2010 Two levels of integration Native Mode with SharePoint Web Parts SharePoint Integrated Mode Native Mode Storage 100% outside of SharePoint Separate security and management 2 Web parts – Report Explorer & Viewer SharePoint Integrated Mode UI for management, administrative, display Storage in SharePoint & Reporting Server Single Security Model SharePoint Versioning, History, Search, etc. Connect to other Web parts 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
SharePoint Integrated Mode Installation & Configuring Determine Topology Setup Reporting Services Install using “Files Only” installation Configure SharePoint Topology If SSRS is separate server, install WFE role Configure SSRS in SharePoint Install SSRS Add-in for SharePoint on 1 WFE via Installation Wizard Install SSRS Add-in using “files-only” mode for all other WFE servers Configure SSRS in Central Administration 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
SharePoint Integrated Mode SSRS 2008 R2 Add-in SharePoint 2010 WFE Reporting Services Add-in Report Report Viewer web manageme part nt UI SSRS 2008 R2 Report Server in SharePoint Mode (SSRS 2005 SP2, 2008, 2008 R2) SSRS Proxy Security Extension SharePoint Object Model SharePoint Config & Content Databases 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010 Data Management SharePoint Object Model SSRS Report Database
SQL Server Reporting Services Administration demo 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Microsoft SharePoint 2010 Ignite Visio Services 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Visio Services Key Features Share Diagrams in SharePoint Visualize business intelligence with Visio diagrams Diagrams can be viewed without having Visio client installed Full Fidelity rendering with Silverlight, or PNG Connect Diagrams to Data Use data graphics to build front ends for real-time business intelligence solutions Diagrams can be connected to various Data sources Build Dashboards Use Web Part Connections to integrate with other SharePoint Web parts Use the Mashup API to fully customize dashboards and manipulate data 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Visio Services Administration Implemented as Service Application Start “Visio Graphics Services” on desired Application Server(s) Create New “Visio Graphics” Service Application in Central Administration or PowerShell Configure Visio SA settings Maximum Diagram Size; Min/Max Cache Age; Maximum Recalc Duration; External Data Visio 2010 Pro/Premium required for publishing to SharePoint Server 2010 Visio Services JavaScript Object Model *Covered in detail in Ignite Developer 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Visio Services Administration demo 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
BI Indexing Connector Add-in to FAST Search Server for SharePoint Query and Crawl XLSX/XSLM and RDL reports Dedicated Reports tab Use filters to refine and narrow results BI Search identifies Table, Pivot Tables, and Chart Data Crawls data not visible in report using data connection 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Detailed Report Information Location of Search Term Find Similar Reports 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010 Report Preview
Configuration on Server http:// SSRServer /ReportServer http:// SSRServer /ReportServer 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Architecture Overview SharePoint Crawler FAST Server BI IFilter IFilter interface Unmanaged binary Communication using Socket SharePoint WFE Office IFilter BI BI Search Search Manager Manager Filters BI Filters BI Filters Filters Process PrePreors Processor Processor s s Managed Service Original Office IFilter dll appended with detailed information Managed Windows Service hosting filter Data Sources used by Excel Pivot tables or Report Services reports 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Session Summary Key Takeaways More Business Intelligence Features More Web-based Dashboard, Reports, & Admin More Programmability Features Great BI Tools Available for SharePoint 2010 SharePoint Server 2010 BI Excel Services 2010 & Excel Web App 2010 PowerPivot & SharePoint Server 2010 PerformancePoint 2010 SSRS & SharePoint Server 2010 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
SharePoint 2010 BI Resources Choosing a Business Intelligence Tool http://technet.microsoft.com/en-us/library/ff394320(office.1 4). aspx Excel Services 2010 Overview http://technet.microsoft.com/en-us/library/ee424405(office.1 4). aspx Office Web Apps http://technet.microsoft.com/en-us/library/ee855124(office.1 4). aspx PowerPivot for SharePoint http://technet.microsoft.com/en-us/library/ee210682(SQL.10 5). aspx PerformancePoint Services Planning 2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 2010 Microsoft CorporationMICROSOFT . All rights reserved. RTM Content - Published May 2010
