Configuring SharePoint Server 2013 environment for Business Intelligence Platform with SQL Server...

Configuring a SharePoint Server 2013 environment for Business Intelligence with SQL Server 2014

Jose Redondo

Microsoft SQL Server MVP | CEO EntornoDB | DPA SolidQ | @redondoj

Speaker

• Business Intelligence Architect - Consultant for +20 years

• Owner of EntornoDB C.A. in Caracas, Venezuela. Company specialized in the Analysis, Design &Development of Information Systems, BI Solutions & DWH using Microsoft Data Platform (MDP), SyBase,Oracle and IBM

• Worked as Desktop - Web - Database in .NET & Java;

DBA Microsoft Data Platform, IBM & Oracle; and BI & DWH (MDP)

Arquitect and Developer

• Speaker in technical events of Microsoft in Latam – U.S.A. &

PASS SQL Saturday in Latam - U.S.A.

• SQL Server, MCP - MSTS – MTA

• DPA for SolidQ

• Contributing Technical Reviewer for Packt Publishing

• Blog in Spanish "El Blog de Cheo Redondo"

• Microsoft SQL Server MVP

Configuring a SharePoint Server 2013 environment for Business Intelligence with SQL Server 2014

Agenda

• SharePoint BI – What is it?

• Root of all evil• Requirements

• Architecture

• Installation

• How to take BI to the next level?

• Deployment scenarios

SharePoint BI for beginners…

BI Components and SharePoint Dashboard

Power Pivot Worksheets

• Pivot Tables and Charts

• Power View

Data Marts and others

Database Multidimensionaland Tabular Models

Standard Worksheets

• Pivot Tables and Charts

PerformancePoint Reports

• Analytic Charts and Grids

• Decomposition Tree

SQL Server Reporting Services Reports

• Standard

• Power View

PerformancePoint Scorecards and KPIs

BI Components

Business Intelligence Center

2007 - Excel and Connections2010 - PerformancePoint2013 - PerformancePoint and

Power Pivot

Reports

Excel and ConnectionsWeb Part PagesSharePoint KPIs

SharePoint BI

Power BIExcel, Power X, Mobile, Data Management Gateway

PerformancePoint(Dashboard Designer)

Only SSRS(Report Builder, Data Tools)

SharePoint(Pages and Filters)

On Premises Office 365

Root of all evil

RequirementsArchitecture

Installation

Excel Services Requirements

License Office Pro Plus

Model xVelocity enabled is required

PowerPivot add-in included, must be enabled

PowerView and-in included, is important to be enabled

SharePoint Enterprise CAL

Included SP media

Deployed as application services

Requires AS SP Mode for xVelocity and interaction with Power View

PowerPivot for SharePointRequired for AS SP Mode and Excel Services

SQL Media

Deployed as an application service SP

SQL Server BI or Enterprise

SQL Media

Deployed as SQL Application Service on separate servers

Load balancing to run Excel Services

ArquitectureCompatibility Table “xVelocity”

PowerPivot for SharePoint

(SQL Server 2008R2)

PowerPivot for SharePoint

(SQL Server 2012)

Analysis Services SharePoint Mode

(SQL Server 2012 SP1)

PowerPivot for SharePoint

(SQL Server 2014)

Analysis Services SharePoint Mode(SQL Server 2014)

Excel 2010 with PowerPivot (2008 R2)

Yes Yes* Yes* Yes Yes

Excel 2010 with PowerPivot (2012) Yes Yes Yes*** Yes Yes

Excel 2010 with PowerPivot (2012 SP1) No Yes** Yes** Yes Yes

Excel 2013 with or without PowerPivot No No Yes Yes Yes

* Can be updated only from Slicers** You can not use the features of SP1 with Power View*** Limited exclusively for all PowerPivot functionality in SQL Server 2012 SP1

ArquitectureWhat is know about “Power BI”

Features PowerPivot for SharePoint

Power BI

Embedded Interaction Models Yes Yes

Power View rendering Yes (Data Exporting) Yes

Using embedded in the model as data source Yes No

Auto refresh Yes Yes (Limited)

Limit for the size of the model 2Gb 250 Mb

Thumbnail Gallery Yes Yes

Pre-optimize workbooks (Excel) No Yes

OData Feeds publication No Yes

Natural Language Queries No Yes

Customers mobiles No Yes

SQL Server Reporting Services 2014 Requirements

Deployed as an Application Services SP

Required for BISM/Power View

Alerting

Self service subscriptions

Power View

PerformancePoint Services Requirements

SharePoint EnterpriseDeployed as an Application Service SP

For Analytic Charts/Grids

Root of all evil

RequirementsArchitecture

Installation

Installing SharePoint BI Components

Excel Services

PerformancePoint

Other Stuff

Reporting Services

PowerPivot

Analysis Services

ArquitectureSharePoint Farms with 2 servers

Server OS

SharePoint Foundation

FE ProfileExcel

ServicesSearch …….

Server OS

SQL Server

DB SSAS SSIS

ArquitectureSharePoint Farms with BI – The Bad Practices

Server OS

SharePoint Foundation

FE ProfileExcel

ServicesSearch …….

Server OS

SQL Server

SharePoint Foundation

DB SSAS SSIS SSRS PP

ArquitectureSharePoint Farms with BI – The Best Environment

Server OS

SharePoint Foundation

WFE ProfileExcel

ServicesSearch ……. SSRS PP

Server OS

SQL Server

DB SSAS SSIS

How to take BI to the next level?

Configuration scenarios…

• SQL Server Analysis Services SharePoint Mode

• Excel Services

• SQL Server PowerPivot for SharePoint

• SQL Server Reporting Services SharePoint Mode

• PerformancePoint Services

SQL Server Analysis Services SharePoint Mode

Demo Video“Installing PowerPivot”

Excel Services Configuration

Excel Services Cache

Excel Services Data Model

Default ConfigurationWarning…

PowerPivot for SharePoint

Demo Video“PowerPivot Configuration”

SQL Server Reporting Services SharePoint Mode

Configuring Reporting Services SharePoint Mode

67

Demo Video“Installing and Configuring of SQL Server Reporting ServicesSharePoint Mode”

PerformancePoint Services

Demo Video“Configuring PerformancePoint Services”

Deployment scenarios

Everything in one box

Server OS

SQL Server

SharePoint Foundation

FE Profile Indexer Search MetadataExcel

Services…. SSRS PP

Two-server BI farm

Server OS

SharePoint Foundation

WFE ProfileExcel

ServicesSearch ……. SSRS PP

Server OS

SQL Server

DB SSAS SSIS

Servers separated by Roles

Server OS

SharePoint Foundation

ProfileExcel Services

Search ……. SSRS

Server OS

SQL Server

DB SSAS SSIS

Server OS

SharePoint Foundation

FE

Server OS

SQL Server

Analysis Services – SharePoint Mode

PP

Integration with BI – Distributed roles

Server OS

SharePoint Foundation

Profile Crawl Metadata

Server OS

SQL Server

DB SSAS SSIS

Server OS

SQL Server

Analysis Services – SharePoint Mode

Server OS

SharePoint Foundation

FE Search Excel

ServicesSSRS PP

SSS

Deploy large farms

Server OS

SharePoint Foundation

Profile Indexer Search ……. SSRS

Server OS

SQL Server

DB SSAS SSIS

Server OS

SharePoint Foundation

FE

Server OS

SQL Server

Analysis Services – SharePoint Mode

Server OS

SharePoint Foundation

Profile Indexer Search ……. SSRS

Server OS

SharePoint Foundation

Profile Indexer Search ……. SSRS

Server OS

SharePoint Foundation

ProfileExcel

ServicesSearch ……. SSRS

Server OS

SharePoint Foundation

FE

Server OS

SharePoint Foundation

FE

Server OS

SharePoint Foundation

FE

Server OS

SQL Server

Analysis Services – SharePoint Mode

Server OS

SQL Server

Analysis Services – SharePoint Mode

Server OS

SQL Server

Analysis Services – SharePoint ModePP

Expanding BI Services

• Reporting Services• Adding Reporting Services - SharePoint for all server applications

• Adding Reporting Services Add-In on every server front (+)

• xVelocity/Analysis Services/PowerPivot• Installing standalone servers for Analysis Services SharePoint Mode

• Installing server applications for both services

• Availability of PowerPivot Add-in for separate download (SQL Feature Pack) - http://www.microsoft.com/en-us/download/details.aspx?id=34702

Identity Credentials

• The big problem called "Double Hop"

• Kerberos Security - A double edged sword

• Claims - The solution to follow

• Per user identities without Kerberos• EFFECTIVEUSERNAME - (Analysis

Services, Excel Services)

• SetUser() - (SQL Server)

ImpersonatingOptions for SQL Server Reporting Services

SQL Server Analysis ServicesAnalysis Services –SharePoint Mode

Excel Services No Si No

Reporting Services Si Si No

Power View N/A Si No

PerformancePoint No Si No

Both commands SETUSER() and EFFECTIVEUSERNAME requires elevated permissions (Administrator for AS, dbowner or sysadmin for SQL)

Integration

• Whole > @SUM(Parts)

• Dashboarding

• Filtering SharePoint Web Parts

• Filtering Lists

• Filtering concurrent users

• Filtering Analysis Services

Office Web App

• Turn OFF Rendering for xlsx files

New-SPWOPISuppression –extension xlsx –action view

http://blogs.technet.com/b/excel_services__powerpivot_for_sharepoint_support_blog/archive/2013/01/31/powerpivot-for-sharepoint-browser-refresh-fails-data-refresh-not-supported-in-office-web-apps.aspx

SharePoint as Data Source

• SQL Server Reporting Services is not native

• SQL Server Integration Services• Data Warehouse

• Efficient execution

• SharePoint List as origin and destination data• http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652 (Descarga)

• http://dataqueen.unlimitedviz.com/2011/06/how-to-use-a-sharepoint-list-as-a-data-source-in-your-ssis-package/ (Como es?)

• OData sources for Microsoft SQL Server 2014• http://www.microsoft.com/en-us/download/details.aspx?id=42280 (Descarga)

• http://whitepages.unlimitedviz.com/2014/03/using-the-odata-source-connector-con-sharepoint-online-authentication/ (Como es)

SQL Server Integration ServicesList a warehouse Data Collection

• Health Analyzer

Is this all true?Let’s GO…

DEMO“SharePoint BI in action”

Contact…

• redondoj@gmail.com

• Social Network:• Facebook: Cheo Redondo

• Twitter: @redondoj

• LinkedIn: https://www.linkedin.com/in/redondoj

• Blog in Spanish: “El Blog de Cheo Redondo” - http://redondoj.wordpress.com

Thank you #SQLFamily