SharePoint Deployment Planning Services

SharePoint 2010 Insights

SharePoint 2010 Insights Overview

Challenges

Business Challenges

Information Worker

• Effective tools for the development of business insights

• Immediate productivity

• Flexible, consistent user access

IT Management

• Streamlined platform management

• Seamless access to business data

• Integrated visualization of business data in the most effective formats

Organization

• Delivery of a strategic platform business information

• Cost-effective content delivery

• Increased productivity

• Cross-business governance

SharePoint 2010 Insights Features

SharePoint 2010 Solutions

Information Worker

• Familiar analysis and solution development tools

• Integrated collaboration of data for shared development

• Flexible, consistent user access

IT Management

• LoB application integration

• Application platform that offers a range of solutions, familiar to users but extended to an enterprise deployment

• Single seat administration

Organization

• Cost-effective deployment

• Scalability across delivery architectures

• Reduced training/ increased productivity

• Governance and compliance across deliver platforms

Excel Services – New Features

Improved UsabilityMulti-user CollaborationDelegate Services PermissionsSlicer featureSparklinesFidelity across multiple browsers

Improved ManagementUnattended Service AccountManage Service ApplicationsTrusted LocationsWindows PowerShell

Collaborating In Real Time

Edit Web Spreadsheets (Excel Workbooks) in the BrowserMultiple users can edit, values will sync across user sessions

PowerPivot Add-in with Excel

PerformancePoint Services

DashboardsScorecardsReport ViewsFiltersRich Analytic VisualizationsData SourcesChart Web Part

Dashboards

Deployed to SharePointFiltersScorecardsReport Views

Scorecards

KPIsCreated from multiple data sourcesKPI weightingKPI scoring Annotation capabilitiesCalculate KPI builderMultiple attributes and targetsVariance calculations

ScorecardsDynamic Navigation (OLAP)Balanced

Analytic Reports

Full analytic navigation

Drill down/upExpand/collapseCross drill

Filtering/SortingAnalyze in decomposition tree

Visio Services

RenderingBrowser-agnosticFull Fidelity rendering using Down-level experience in PNG

Visual Refresh of Data DiagramsRefresh diagrams connected to:

Automatic refresh

Custom

OLEDB ODBCSP

ListsSQL Excel

ODC

Visio Services Features

SharePoint IntegrationVisio Web Access web partJavaScript Mash-up APISupports web part connections

AdministrationVisio Services is a Shared ServiceCustomizable in Central Administration and PowerShell

SQL Server Reporting Services

Report toolsCreateDeployManage

Office UIPublish reports

SharePoint 2010 BI Center

Center PanelDashboard libraryData Connections libraryDocuments libraryPerformancePoint Content list

Architecture

Physical Architecture

Custom

OLEDB ODBCSP

ListsSQL Excel

SQL Server

Reporting

Services

Visio Services

Excel Services

Publishing

Functions

BrowserPowerPoint 2007 &

2010

Excel 2007 & 2010

Farm

Client Access

Authoring

SharePoint 2010 Insights Services

Data Sources

WFE

AppSrv

DbSrv

Planning

Hardware and Software Platforms

64-bit ServersEnabling 2010 features will require more power!Dedicate SQL power to Logging DB and Web AnalyticsRecommended Hardware Requirements:

WFE and Apps Servers - Dual processor, 8 GB RAMSQL Server - Quad Core, 16 GB RAM

Recommended Software RequirementsClient – IE7 (IE8 preferred) / Fire Fox 3.5/ Safari for Mac browsers 64-bit Windows Server 2008 (or 2008 R2)64-bit SQL Server 2008 R2, 64-bit SQL Server 2008 or 64-bit SQL

Insights Tools PlanningUser Insights

• Personal• Self-service• Flexible

format. • Minimal IT

involvement.

Community Insights

• Team working• Promotion of

collaboration• Rapid

sharing.

Organizational Insights

• Organizational tools

• Manage goals, objectives, and metrics

• Synchronize effort

Visio & Visio Services

Excel and PowerPivot

Excel ServicesPerformancePoint

ServicesReport Builder

Reporting Services

Excel Services 2007 Architecture

TiersWeb Front EndApplication Server

ConfigurationsSimple - Single ServerComplex – Multiple Servers

Security Provided by SharePointPerformance and Scalability

Optimized for Multi-User AccessCaching at Multiple LevelsAllow/Disallow Data RefreshSettings to Limit Workbook Size or Request Duration

Excel Services 2007 Architecture

Web Front-EndSharePoint UIHTML Rendering and Web Services

Application ServerLoads Spreadsheets, Refreshes Data, Performs CalculationsMaintains State for InteractivityFile & Query Caches for Performance

The Office Servers ProvideSolution PlatformStore: Spreadsheets, Connection FilesManagement: Settings, UI, ScriptingSecurity: Authentication, Authorization

Web Front End

Excel Web Access (EWA) Web Part

Excel Web Services

ECS Proxy

Excel Calculation Server (ECS)

ECS Interface

Application Server

External Data Sources

PerformancePoint Services Architecture

Shared Services and DeploymentWFE (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

Architecture Walkthrough

Creator

Data Source

Visio Services

Consumer

VDW

PNG/ XAML

1. Create data connected diagram in Visio

2. Upload it to SharePoint

3. Consumer requests diagram

5. Diagram rendered in browser

4. Visio Services refreshes data and diagram VD

W

Visio Services Usage

When should you select Visio Services?

Integration Options Visio Web Access web partWeb Part ConnectionsVisio JavaScript Mash-up API

Reporting Services Deployment

Reporting Services deploymentNative modeSharePoint Integrated modeNative mode with Web Parts

Addressing