Microsoft Official Course

Module 9

Planning a SharePoint Server BI

Solution
Module Overview

Introduction to SharePoint Server as a BI Platform

Planning Security for a SharePoint Server BI
Solution
Planning Reporting Services Configuration
Planning PowerPivot Configuration
• Planning for PerformancePoint Services
Lesson 1: Introduction to SharePoint Server as a
BI Platform

SharePoint Server Design in a BI Project

What Is SharePoint Server?
SharePoint Farm Topology Options
Required SharePoint Services for BI
• Sites and Subsites for BI
SharePoint Server Design in a BI Project

Business Requirements

Technical
Data
Architecture Reporting and
Warehouse
and Analysis
and ETL
Infrastructure Design
Design
Design

Monitoring and Optimizing

Operations and Maintenance

What Is SharePoint Server?
SharePoint Server Farm
Web Front-End Tier Application Tier Data Tier

Web Service SharePoint

Applications Applications Databases

Site Collection Features

Site Collection

Site Features

Site
Apps

Subsite
Apps
SharePoint Farm Topology Options

Single Server Scale Out High Availability

Required SharePoint Services for BI

• SharePoint Services for BI

• Mandatory
• Site collection and site
• Excel Services
• Claims to Windows Token Service
• PowerPivot for SharePoint
• Reporting Services Integrated mode
• PerformancePoint Services

• Optional but recommended

• Search Service
• Secure Store
• Office Web Apps
• SharePoint logging
Sites and Subsites for BI

• Follow business requirements

• Security separation
• BI center template
• Keep the structure simple
• Required activated services include:
• SharePoint Server Publishing Infrastructure
• SharePoint Server Publishing
Lesson 2: Planning Security for a SharePoint
Server BI Solution

SharePoint Authentication Modes

Configuring SharePoint Server Authentication
Introduction to Kerberos
Planning Kerberos Configuration
• Demonstration: A Kerberos Planning Example
SharePoint Authentication Modes

• Claims Based Authentication

• Windows authentication
• NTLM
• Negotiate (Kerberos)
• Forms-based authentication
• Security Assertion Markup Language (SAML)

• Classic Mode Authentication

• NTLM
• Kerberos
• Anonymous
• Basic
• Digest
Configuring SharePoint Server Authentication

New-SPWebApplication -Name "Adventure Works BI Site" -

ApplicationPool "AWAppPool" -AuthenticationMethod
"Kerberos" -ApplicationPoolAccount (Get-SPManagedAccount
"ADVENTUREWORKS\SVC_AWBISite") -Port 80 -URL
"http://www.AWBI"
Introduction to Kerberos

• A single sign-on authentication protocol

• Supports delegation
• Supports impersonation
 Planning Kerberos Configuration

SharePoint Farm

SharePoint Site
• Host: SPS-SVR.ADVENTUREWORKS.MSFT
• Service: HTTP
• Port: 80
• Account: ADVENTUREWORKS\SPSvc

ADVENTUREWORKS\User

Reporting Services
• Host: SSRS-SVR.ADVENTUREWORKS.MSFT
• Service: SSRS
• Port: 80
• Account: ADVENTUREWORKS\SSRSSvc

Data Warehouse
• Host: SQLDW-SVR.ADVENTUREWORKS.MSFT
• Service: MSSQLSvc
SharePoint Content Database
• Host: SQLSP-SVR.ADVENTUREWORKS.MSFT
• Port: 1433
• Service: MSSQLSvc
• Account: ADVENTUREWORKS\SQLDWSvc
• Port: 1433
• Account: ADVENTUREWORKS\SQLSPSSvc
Demonstration: A Kerberos Planning Example

In this demonstration, you will see how to:

• Identify services and service accounts
• Define service principal names
• Identify delegation requirements
• Configure delegation
Lesson 3: Planning Reporting Services Configuration

SharePoint Integrated Mode Requirements

Configuring Reporting Services
• Planning Document Libraries for Reports
SharePoint Integrated Mode Requirements

1. Install SharePoint Server

2. Install Reporting Services on application servers
3. Install the Reporting Services add-in for
SharePoint Server on web front-end servers
Configuring Reporting Services

1. Register a managed account in SharePoint

Server
2. Start the Reporting Services application
3. Create a Reporting Services application pool
4. Configure application settings
5. Enable Reporting Services and Power View in
the appropriate sites
Planning Document Libraries for Reports
Lesson 4: Planning PowerPivot Configuration

Planning PowerPivot for SharePoint Deployment

Planning and Managing Data Refresh
BISM Connections
• Monitoring PowerPivot
Planning PowerPivot for SharePoint Deployment

1. Install SharePoint Server

2. Install PowerPivot for SharePoint
3. Configure PowerPivot for SharePoint
Planning and Managing Data Refresh
BISM Connections
Monitoring PowerPivot
Lab A: Implementing a SharePoint Server BI Solution

Exercise 1: Creating a SharePoint Server Site for BI

Exercise 2: Configuring Reporting Services in
SharePoint Server
• Exercise 3: Configuring PowerPivot for SharePoint

Logon Information
Start 20467B-MIA-DC and 20467B-MIA-SQLBI, and then log on to
20467B-MIA-SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd.

Estimated Time:75 Minutes

Lab Scenario

You have created a data warehouse and analytical

data model for Adventure Works Cycles, and
planned formal reporting with Reporting Services
and business analysis with Microsoft Excel.
IT managers and database administrators at
Adventure Works are concerned about the
proliferation of spread sheets that contain business
data across file shares and personal document
stores, and they have requested that you design a
SharePoint Server site on which the delivery and
management of BI services can be centralized.
Lab Review

• What is the benefit of creating a subsite in

SharePoint Server for storing business intelligence
content? Is it a mandatory process?
Lesson 5: Planning for PerformancePoint Services

What is PerformancePoint Services?

Planning for PerformancePoint Services
Dashboard Designer
PerformancePoint Data Sources
• KPIs, Reports, Scorecards, and Dashboards
What is PerformancePoint Services?
Planning for PerformancePoint Services

• ADOMD.Net client library

• Service account for PerformancePoint
• Unattended account
Dashboard Designer
PerformancePoint Data Sources
KPIs, Reports, Scorecards, and Dashboards

KPI Report

Scorecard Dashboard
Lab B: Implementing PerformancePoint Services

• Exercise 1: Creating a PerformancePoint

Dashboard

Logon Information
Start 20467B-MIA-DC and 20467B-MIA-SQLBI, and then log on to
20467B-MIA-SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd.

Estimated Time:45 Minutes

Lab Scenario

You have implemented a SharePoint site for BI

reports and PowerPivot workbooks, and now you
have been asked to create a dashboard that shows
key business information as KPIs in a scorecard and
graphical reports.
Lab Review

• You could implement a similar dashboard in the

site by using Reporting Services or Excel Services
instead of PerformancePoint Services? What are
the benefits and disadvantages of using
PerformancePoint Services?
Module Review and Takeaways

• Now that you are familiar with the capabilities that

SharePoint Server brings to a BI project, what
considerations would there be for implementing
SharePoint as part of a BI project in your
organization?