Presented by Nicholas Bisciotti Saturday, April 12, 2014

Transcription

1 Presented by Nicholas Bisciotti Saturday, April 12, 2014

2 Quantech Services, Inc. o o Have done several projects involving SharePoint with SSRS and SSIS Have used design patterns with ERP (PeopleSoft, Deltek, Sage) CRM (SugarCRM, RightNow, Onyx), and custom databases nbisciotti@quantechserv.com Blog

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4 Abstract

5 Agenda

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7 Possible Topics

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10 Examples of Solutions

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13 ERP SharePoint Reporting Database

14 Reporting Database SharePoint

15 SharePoint SSIS Package

16 Data Warehouse (Data Marts, Multidimensional Data Models, Tabular Data Models) SharePoint CRM ERP

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18 Individuals Teams Departments Company Partners Customers Reporting Integration Data Financial GL AP/Purchasing Services Procurement AR/Billing Contracts Project Financials HR Recruiting Employee Information Employee Transactions Employee History Time and Expense Payroll Learning Management Contacts Accounts Opportunities Service Requests ERP CRM SharePoint Lists Databases

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20 Planning

21 Planning

22 Planning

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24 SharePoint/SSRS Server (written for SharePoint Server 2013 SP1 / SQL Server 2012) Hardware/OS 64 bit, 2.0Ghz or higher (recommended for SQL Server), 4 cores (recommended for SharePoint) 8 GB RAM (minimum) NTFS (recommended for SQL Server), no compression Windows Server 2012 R2 (requires SharePoint 2013 SP1).NET Framework Microsoft.NET Framework version 3.5 SP1 (SQL Server 2012 requirement) Microsoft.NET Framework version 4.0 (SQL Server 2012 requirement) Microsoft.NET Framework version 4.5 (SharePoint 2013 requirement) Install/Configure SSRS (Microsoft TechNet, 2014)

25 Install/Configure SSRS Software Prerequisites Required by SQL Server 2012 Microsoft.NET Framework version 3.5 SP1 Microsoft.NET Framework version 4.0 Required by SharePoint 2013 Microsoft.NET Framework version 4.5 Windows Management Framework 3.0 Application Server Role, Web Server (IIS) Role Microsoft SQL Server 2008 R2 SP1 Native Windows Identity Foundation (KB974405) Microsoft Sync Framework Runtime v1.0 SP1 (x64) Windows Identity Extensions Microsoft Information Protection and Control Client Microsoft WCF Data Services 5.0 Windows Server AppFabric Cumulative Update Package 1 for Microsoft AppFabric 1.1 for Windows Server (KB )

26 Install/Configure SSRS Install SharePoint 2013 (setup.exe) on the SharePoint/SSRS Server Run the Configuration Wizard and Join the Server to the SharePoint Farm Reference the SQL Client Alias, not the Server Name Install SharePoint Server 2013 SP1 *Caution* At time of this presentation, Microsoft reported issues with SP2013 SP1 so please research before upgrading farms to SP1. Run the Configuration Wizard or PSConfig.exe to Upgrade C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\BIN PSConfig.exe -cmd upgrade -inplace b2b -force -cmd applicationcontent -install -cmd installfeatures (Microsoft, 2014)

27 *Note* if Upgrading to SharePoint 2013 SP1 PROBLEM Patch missing and already installed at the same time, can t finish the upgrade. SOLUTION 1. Log into each SharePoint Server 2. Open the SharePoint Management Shell as Administrator 3. Get-SPProduct -local

28 Install/Configure SSRS Verify SharePoint Versions SharePoint Server 2013 SP1 = Configuration Database Version Central Administration, Servers in Farm DLLs Versions C:\Program Files\Common Files\microsoft shared\web Server Extensions\15\ISAPI OWSSVR.DLL (SharePoint Foundation) Microsoft.SharePoint.dll (SharePoint Foundation) Microsoft.SharePoint.Portal.dll (SharePoint Server)

29 Install/Configure SSRS Run the SQL Server 2012 w/sp1 Installation Wizard SQL Server Instance Features Database Engine Services Reporting Services - SharePoint Reporting Services Add-in for SharePoint Products Management Tools - Basic Management Tools Complete

30 Install/Configure SSRS Run the SQL Server 2012 w/sp1 Installation Wizard Reporting Services SharePoint Integrated Mode Install Only. Installs the report server files. After installation use SharePoint Central Administration to complete the configuration. Verify the SQL Server Reporting Services service is started and create at least one SQL Server Reporting Services service application. For more information, click Help.

31 Install/Configure SSRS Verify SQL Server Versions SQL Server 2012 SP1 = SQL Server Management Studio, New Query SELECT SERVERPROPERTY('MACHINENAME') as [Machine Name], SERVERPROPERTY('SERVERNAME') as [Server Name], SERVERPROPERTY('EDITION') as [Edition], SERVERPROPERTY('PRODUCTLEVEL') as [Product Level], SERVERPROPERTY('PRODUCTVERSION') as [Product Version], SERVERPROPERTY('LICENSETYPE') as [License Type]

32 Install/Configure SSRS Install SSRS Add-In on all SharePoint Web Front Ends in Farm (Microsoft, 2014)

33 Install/Configure SSRS Run the Reporting Services SharePoint Mode PowerShell Cmdlets

34 Create SSRS Service Application Install/Configure SSRS

35 Verify SSRS Service Application Central Administration, Manage Service Applications Install/Configure SSRS

36 Configure System Settings Central Administration, Manage Service Applications Install/Configure SSRS

37 Install/Configure SSRS Log Files (Microsoft TechNet, 2014)

38 Install/Configure SSRS Log Files View Execution Information USE [Report Server DB] SELECT * FROM executionlog Enable Execution Logging Central Administration, Application Management, Manage Service Applications, SSRS Service Application, System Settings ReportingServicesService.exe.config - Configuration for HTTP Log %ProgramFiles%\Microsoft SQL Server\MSSQL.x\Reporting Services\ReportServer\Bin\ HTTP Log %ProgramFiles%\Microsoft SQL Server\MSSQL.x\Reporting Services\LogFiles

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40 1. Create document libraries Data Sources Data Sets Reports Report Parts Publish SSRS Report to SharePoint 2. Note the URLs

41 Publish SSRS Report to SharePoint 3. Open Report Project in SQL Server Data Tools

42 When using SQL Server Data Tools, open as Administrator.

43 4. Set Deployment Properties Right-Click Solution, Properties OverwriteDataSources = True TargetDatasetFolder TargetDataSourceFolder TargetReportFolder TargetReportPartFolder Publish SSRS Report to SharePoint TargetServerURL

44 5. Deploy Report Right-Click Solution, Build Right-Click Solution, Deploy Publish SSRS Report to SharePoint

45 Publish SSRS Report to SharePoint 6. Check-In, Approve, Publish as Major Version Data Sources Data Sets Reports Report Parts

46 Publish SSRS Report to SharePoint 7. Add/Configure SQL SSRS Report Viewer Web Part

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48 Install / Configure SSIS Install SharePoint List Source and Destination Adapters for SSIS (CodePlex, 2014)

49 Install / Configure SSIS Install SSIS OData Source on SSIS SQL Server (Microsoft, 2014)

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51 SP_Configure 'show advanced options', 1; GO RECONFIGURE; GO SP_Configure 'clr enabled', 1; GO RECONFIGURE; GO Ensure CLR is Enabled

52 Create Catalog, Folder in SSMS

53 Right-Click, Deploy in MSSQL Data Tools

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58 Once Package Deployed to Catalog Right-Click, New SQL Agent Job in SSMS

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70 Quantech Services, Inc. o o Have done several projects involving SharePoint with SSRS and SSIS Have used design patterns with ERP (PeopleSoft, Deltek, Sage) CRM (SugarCRM, RightNow, Onyx), and custom databases nbisciotti@quantechserv.com Blog