An IT Pro Guide for Managing SharePoint s BI Infrastructure. Randy Williams

Transcription

1 An IT Pro Guide for Managing SharePoint s BI Infrastructure Randy Williams randy.williams@avepoint.com

2 Randy Williams Author Director of ACS

3 Our Agenda Provision, Configure, Secure and Troubleshoot Excel Services Power Pivot Power View

4 Software requirements SharePoint Server 2013 Enterprise SQL 2012 SP1 or SQL 2014 Used for PowerPivot & Power View You 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 #espc14

5 EXCEL SERVICES

6 Excel Services architecture

7 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 = " $identity = "contoso\sp.excel" $appname = "Excel Services Application" $apppool = New-SPServiceApplicationPool -Name $apppoolname -Account $identity New-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 " -includechildren $webapp = Get-SPWebApplication $url $webapp.grantaccesstoprocessidentity($identity) New-SPWOPISuppressionSetting -Extension "XLSX" -Action "view" New-SPWOPISuppressionSetting -Extension "XLS" -Action "view"

8 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! #espc14

9 Understanding the data refresh problem DEMO

10 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 #espc14

11 Data refresh solutions 1. Use Secure Store Service and store credentials to server within an SSS target application Use one unattended service account or multiple target application IDs 2. Use Kerberos (KCD) 3. Use a standard (non-integrated) username & password Store.ODC (office data connections) within trusted libraries and only allow trusted connected libraries #espc14

12 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

13 Configuring Excel Services Data Refresh DEMO

14 POWERPIVOT

15 Two editions of PowerPivot xvelocity is the technology which is provided by 1. Excel 2013 client application PowerPivot is a preinstalled add in. Just enable it 2. Analysis Services in SharePoint mode This is the server component provided by SQL Server Excel Services calls into it when needed #espc14

16 PowerPivot server architecture Excel Services is the hub for all PowerPivot features!

17 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 Services Embedded 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) #espc14

18 Installing Analysis Services in SharePoint mode Installs as PowerPivot instance name Grant Excel Services, PowerPivot, SSRS, and Farm accounts admin permissions

19 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 #espc14

20 Connecting ECS to AS Add <servername>\powerpivot to Excel Services Data Model settings Name is not case sensitive #espc14

21 PowerPivot for SharePoint Add-in sppowerpivot.msi Contains the latest drivers, plus PowerPivot System Service handles scheduled data refresh Management dashboard in Central Admin PowerPivot 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) #espc14

22 PowerPivot Configuration Tool Provisions additional PowerPivot capabilities Scheduled data refresh allows users to configure when their workbooks are refreshed automatically. See bit.ly/1ipvkzg PowerPivot Management dashboard PowerPivot Gallery (library template) Not required for basic PowerPivot features #espc14

23 PowerPivot Configuration Tool

24 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 #espc14

25 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 $webapp.grantaccesstoprocessidentity("contoso\sp.powerpivot") #Grant Excel identity permissions to central admin content database $identity = "contoso\sp.excel" $centraladminurl = " $webapp = Get-SPWebApplication IncludeCentralAdministration where {$_.Url eq "$centraladminurl"} $webapp.grantaccesstoprocessidentity($identity) #espc14

26 PowerPivot component review Level Features Install or Configure Client only PowerPivot Server support All PowerPivot features Interactive PowerPivot capabilities within Excel Create data models Interactive PowerPivot workbooks in the browser (slide, refresh) Access to workbooks as a data source from outside the farm Schedule Data refresh PowerPivot Gallery Management Dashboard Excel 2013 SharePoint is not required Excel Services unattended service account Analysis Services in SharePoint Mode Register server in Excel Services Deploy PowerPivot for SharePoint 2013 Add-in Run Configuration Tool #espc14

27 Configuring Analysis Services in SharePoint mode DEMO

28 POWER VIEW

29 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 #espc14

30 Power View architecture

31 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) #espc14

32 Provisioning SSRS Install-SPRSService Install-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 $app Get-SPServiceApplicationProxyGroup where {$_.FriendlyName -eq "[default]"} ` Add-SPServiceApplicationProxyGroupMember -Member $proxy $url = " $webapp = Get-SPWebApplication $url $webapp.grantaccesstoprocessidentity($identity) #espc14

33 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 Feature PowerPivot Feature Integration for Site Collections Power View reports can be created from Excel workbooks stored in a PowerPivot Gallery #espc14

34 Testing PowerView DEMO

35 Quick recap Provision, Configure, Secure and Troubleshoot Excel Services Power Pivot Power View

36 Q&A For more information, see chapter 17

37 Thank Thank You You