name title company microsoft sharepoint 2010 the business collaboration platform for the enterprise...
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©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Advanced IT Pro Training
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Business Intelligence Features in SharePoint 2010
NameTitleCompany
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Microsoft SharePoint 2010The business collaboration platform for the Enterprise and the Web
Connect and Empower People
Cut Costs with a Unified Infrastructure
Rapidly Respond to Business Needs
Communities
Search
Sites
Composites
ContentInsights
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Session Objectives And TakeawaysSession Objective(s):
SharePoint Server 2010 BI OverviewExcel Services 2010 & Excel Web App 2010PowerPivot & SharePoint Server 2010PerformancePoint 2010SSRS & SharePoint Server 2010Visio ServicesBusiness Intelligence Indexing Connector
Key TakeawaysMore Business Intelligence FeaturesMore Web-based Dashboard, Reports, & AdminEasier Management & Administration
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
BI & SharePoint 2010
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Tool Scenario
Excel 2010 End-user data creation, manipulation, and analysis
Excel Services Share with large number of users; protect IP, offload processing
PerformancePoint Services
Dashboards, scorecards, and key performance indicators (KPIs)
ECS & PowerPivot
Work with large, heterogeneous data sources directly in Excel
SQL Reporting Services
Create & Process Custom Reports
Visio ServicesBuilding a visual representation of business structures that are bound to data.
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
SharePoint 2010 BI Architecture
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Excel in the BrowserSharePoint Server 2010
Excel ServicesArchitecture & ConfigurationProgrammability
Excel Web ApplicationWeb SpreadsheetsFeatures & Functionality
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Excel Services 2010Microsoft SharePoint 2010 Ignite
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Microsoft OfficeExcel 2007
Thin Renderingin Browser
View and Interact
CustomApplications
Web ServicesAccess
Excel 2007Client
Open Spreadsheet or Snapshot
Author and Publish Spreadsheets
Authoring Exploration and Consumption
Excel Services: 2007 Refresher
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Excel Services & Excel Web App 2010Share and manage workbooks
Excel
Thin renderingin browser
View, Interact, Create, Edit
Customapplications
Web Services,REST API,JavaScript OM
Excel
Download a Copy or Snapshot, Open for editing
Author and Publish Spreadsheets
Authoring Exploration and Consumption
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Excel Services 2010 More Business Intelligence & ProgrammabilityBroader support for workbooks &
featuresDisplay previously compatible workbooksClient look & feel on the Web
Improved programmabilityREST API, Web Services API, JavaScript OMEmbed Excel components into other websitesSimple interface empowering users
Simplified AdministrationPowerShell SupportBetter performance and scale
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Excel Services 2010 ArchitectureTiers
Web Front EndApplication Server
ConfigurationsSimple - Single ServerComplex – Multiple Servers (Scale Up and/or Out)
Security Provided by SharePointPerformance and Scalability
Optimized for Multi-User AccessCaching at Multiple Levels (sheets, external data, etc.)Allow/Disallow Data RefreshSettings to Limit Workbook Size or Request Duration
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
External Data Sources
REST APIExcel Web Services
Excel Web Access
JSOM
W E B F R O N T E N D
SharePoint Content Database
XLSX / b / m
User-Defined
FunctionsExcel Calculation Service
A P P L I C A T I O N S E R V E R
Excel Proxy
Excel Services 2010 Architecture
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Excel Services Administration
InstallationIncluded with SharePoint eCalDefault settings – works out of boxPart of Farm Configuration Wizard
Service ApplicationDelegated AdministrationDefault Proxy GroupProxy vs. Application
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Excel Services Administration
Global SettingsEntire service
Trusted Locations SettingsPer file location (Site, portal, doc lib, etc)Types: UNC, HTTP, SharePointAll SharePoint trusted out of the box with data refresh
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Excel Services Administration
PowerShellGet/Set/New/Remove
New settings for controlling new featuresClaims
No more Kerberos between SharePoint componentsKerberos used between SharePoint and data
Unattended Account – stored in Secure Store Service
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Excel Services 2010
demo Administration
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ProgrammabilityExcel Services 2010
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Programmability OverviewWeb Services API
Automate worksheet operationsREST 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*
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Excel Services 2010 REST APIMakes it possible to access & embed
excel data and charts via a simple URLNo need to write/deploy custom code Security Permissions EnforcedCompletely Dynamic – As workbook data changes, so does content (upon refresh)Many potential uses for this
Dashboards, Web pages, mash ups, etc., etc.
20
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Excel Services 2010
demo REST API
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JavaScript Object Model (JSOM)
Add JavaScript code on a Web Part page to programmatically interact with Excel Web Access Web PartsFunctionality includes
JSOM events that are raised when users edit a cell, change the active selection or active cell, and when the workbook has finished renderingUse JSOM to set/get values and to drive the UI (scroll to a range, switch between named items or sheets)
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Excel Web Application 2010Microsoft SharePoint 2010 Ignite
23
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Excel Web AppExcel in the Browser
High Fidelity with Excel ClientModes: View & EditMulti-user co-authoringSave / Save As
AJAX Enabled Interactive GridData EntryFormulasBasic FormattingTables (+ sort, filter)Interact with PivotTables and Charts
Not SupportedCreate Chart, PivotTableQuery Tables
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Excel Web ApplicationExcel in the Browser and SharePoint 2010
Excel Web App provides a subset of features of the Excel clientSeparate install SharePoint Foundation/Server
Installs the Word Viewing, PowerPoint, and Excel Calculation Services Service Application OptionsStart the Service Instance (services on server)Create & Configure the Service ApplicationActivate the Office Web Apps Feature
Excel Web App Architecture & Administration consistent with Excel Services
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Co-AuthoringBrowser-Based Co-authoring of Excel WorkbooksEdit Web Spreadsheets (Excel
Workbooks) in the BrowserMultiple users can edit; updated values appear in each user’s browser as changes are made
Users will see latest data in their browserChanges will be auto-saved back to original workbookChecking out workbook applies an exclusive lock, thus guaranteeing non-collaborative authoring
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Excel Web App 2010
demo
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PowerPivot for ExcelPowerPivot for SharePoint
Microsoft SharePoint 2010 Ignite
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SQL Server PowerPivot OverviewPowerPivot 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 sourceWork with PowerPivot data directly in Excel
PowerPivot for SharePointWorks with Excel Calculation ServicesMakes it possible for SharePoint to render PowerPivot Workbooks
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PowerPivot for SharePointArchitecture Components
PowerPivot components installed on Application Server(s) in the SharePoint farmPowerPivot Web Service installed on WFEPowerPivot Service Application created
How it worksUser requests PowerPivot Workbook from farmExcel Services manages local workbook processing (i.e. non-PowerPivot data)PowerPivot for SharePoint manages processing, compression, and memory management of PowerPivot Data
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PowerPivot for SharePointArchitecture Diagram
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PowerPivot for SharePointFarm Topology Example
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PowerPivot & Excel Services Installation Considerations
Excel Services
Comes ‘in-the-box’; no additional bits neededIntegrated into SharePoint’s farm configuration wizardRequires 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 usedUses SQL Server setup
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PowerPivot for SharePoint Installation & Configuration
PrerequisitesInstall SQL Server PowerPivot for SharePoint on Application ServerDeploy the PowerPivot Solution PackageCreate a new instance of the PowerPivot Service ApplicationEnsure Excel Services is configuredEnsure Secure Store Services SA is configuredUpdate Max Upload and Usage Data CollectionEnable PowerPivot Feature for Site Collections
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PowerPivot for SharePointComponents installed on Farm
PowerPivot component Purpose LocationPowerPivot System Service and Analysis Services service
Queries and manages PowerPivot data in Excel workbooks
Service ApplicationWindows Service
PowerPivot Web service
Intercepts and directs HTTP requests to PowerPivot servers in the farm
Web Front End Server(s)
PowerPivot service application
A configured instance of a PowerPivot System Service
Application Server(s)
PowerPivot application database
PowerPivot Service Application configuration Farm Database Server(s)
PowerPivot content and libraries PowerPivot Workbooks
SharePoint Content Databases*Plan for scale*
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SQL Server PowerPivot for SharePoint Server 2010
demo
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PerformancePoint Services 2010Microsoft SharePoint 2010 Ignite
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PerformancePoint Services (PPS)Dashboards
Deployed to SharePoint Filters, Scorecards, and Report Views
ScorecardsDynamic ScorecardsBalanced Scorecards
Report ViewsThin, Interactive Analytic Charts/GridsStrategy Maps, Excel Services, Reporting Services, and KPI Details
FiltersEmbedded Time Intelligence and Member Selection
Rich Analytic VisualizationsDecomposition Tree
Data SourcesAnalysis Services, SQL Server, Excel Services, PowerPivot and SharePoint lists
Extensibility
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PPS ArchitectureShared Services and Deployment
WFE (Web Front End) and Application ServerPerformancePoint Web Services
Content Storage SharePoint Hierarchy - Web Applications, Site collections and SitesContent storage in Lists & Document LibrariesPerformancePoint Content Types
Security ModelTrusted LocationsSecure Store
Additional New FeaturesDecomposition Tree; Dashboard Designer
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PPS 2010 Architecture
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PerformancePoint Services AdministrationStart 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 ApplicationConfigure Connection GroupConfigure Unattended Service Account for PPSCreate a new Business Intelligence Center Launch the Dashboard Designer
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
PerformancePoint Services 2010
demo Administration
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SQL Server Reporting Services R2 & SharePoint Server 2010
Microsoft SharePoint 2010 Ignite
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SSRS R2 & SharePoint 2010Two levels of integration
Native Mode with SharePoint Web PartsSharePoint Integrated Mode
Native ModeStorage 100% outside of SharePointSeparate security and management2 Web parts – Report Explorer & Viewer
SharePoint Integrated ModeUI for management, administrative, displayStorage in SharePoint & Reporting ServerSingle Security ModelSharePoint Versioning, History, Search, etc.Connect to other Web parts
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SharePoint Integrated Mode
Installation & ConfiguringDetermine TopologySetup Reporting Services
Install using “Files Only” installationConfigure SharePoint Topology
If SSRS is separate server, install WFE roleConfigure SSRS in SharePoint
Install SSRS Add-in for SharePoint on 1 WFE via Installation WizardInstall SSRS Add-in using “files-only” mode for all other WFE serversConfigure SSRS in Central Administration
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SharePoint 2010 WFE
SharePoint Object Model
SSRS 2008 R2
Report Server in SharePoint Mode (SSRS 2005 SP2, 2008,
2008 R2)
Security Extension
Data Management
SharePoint Object Model
Reporting Services Add-in
Report Viewer web
part
Report manageme
nt UI
SSRS Proxy
SharePoint Integrated ModeSSRS 2008 R2 Add-in
SharePoint Config & Content Databases
SSRS Report Database
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
SQL Server Reporting Services
demo Administration
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Visio ServicesMicrosoft SharePoint 2010 Ignite
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Visio Services Key FeaturesShare 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 AdministrationImplemented as Service Application
Start “Visio Graphics Services” on desired Application Server(s)Create New “Visio Graphics” Service Application in Central Administration or PowerShellConfigure 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 2010Visio Services JavaScript Object Model
*Covered in detail in Ignite Developer course
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Visio Services
demo Administration
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BI Indexing ConnectorAdd-in to FAST Search Server for SharePointQuery and Crawl XLSX/XSLM and RDL reportsDedicated Reports tabUse filters to refine and narrow resultsBI Search identifies Table, Pivot Tables, and Chart DataCrawls data not visible in report using data connection
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Detailed Report Information
Location of Search Term
Find Similar Reports
Report Preview
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Configuration on Server
http://<SSRServer>/ReportServer
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Architecture Overview
SharePointCrawler
FAST Server
SharePoint WFE
BI IFilter
Filters
BI Search Manager
Processors
Managed Service
IFilter interfaceUnmanaged binary
BI Filters
Pre-Processor
s
Managed Windows Service hosting filter
Data Sources used by Excel Pivot tables or Report Services reports
Office IFilter
Original Office IFilter dll appended with detailed information
Communication using Socket
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Session SummaryKey Takeaways
More Business Intelligence FeaturesMore Web-based Dashboard, Reports, & AdminMore Programmability Features
Great BI Tools Available for SharePoint 2010
SharePoint Server 2010 BIExcel Services 2010 & Excel Web App 2010PowerPivot & SharePoint Server 2010PerformancePoint 2010SSRS & SharePoint Server 2010Visio ServicesBusiness Intelligence Indexing Connector
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
SharePoint 2010 BI ResourcesChoosing a Business Intelligence Tool
http://technet.microsoft.com/en-us/library/ff394320(office.14).aspx
Excel Services 2010 Overviewhttp://technet.microsoft.com/en-us/library/ee424405(office.14).aspx
Office Web Appshttp://technet.microsoft.com/en-us/library/ee855124(office.14).aspx
PowerPivot for SharePointhttp://technet.microsoft.com/en-us/library/ee210682(SQL.105).aspx
PerformancePoint Services Planninghttp://technet.microsoft.com/en-us/library/ee681486(office.14).aspx
Reporting Services & SharePoint Integration
http://technet.microsoft.com/en-us/library/ee210649(SQL.105).aspx
Visio Services Planninghttp://technet.microsoft.com/en-us/library/ee663482(office.14).aspx
©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. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.