SharePoint Saturday Belgium 2014 - Best Practices for Configuring the SharePoint 2013 BI Stack
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This document provides guidance on best practices for configuring the SharePoint 2013 BI stack, including: 1) Planning server topology, naming conventions, and service accounts before installation. 2) Configuring core services like Excel Services, PowerPivot, SSRS, and PerformancePoint Services. 3) Addressing common issues and testing configurations. 4) Discussing next steps like upgrading SQL Server and enabling Kerberos authentication.
SharePoint Saturday Belgium 2014 - Best Practices for Configuring the SharePoint 2013 BI Stack
- 1. Best Practices for Configuring the SharePoint 2013 BI Stack #SPSBE16 Mark Macrae April 26th, 2014
- 2. @m_macrae
- 3. Thanks to our sponsors! Gold Silver
- 4. Planning & Prep Standards • Take same care with Development as with Production • Use Naming Conventions Databases Service Accounts • Script your Actions with PowerShell • Use Virtual Technology to test, snapshot and refine • Take pride in your environment • Plan!!
- 5. Planning & Prep Service Accounts • Install / Setup Account PowerShell Scripts Cumulative Updates/Service Packs • Service Accounts BI Services App Pool Account Unattended Accounts PerformancePoint Excel Services Visio Services PowerPivot Data Refresh • Standards Naming conventions Descriptions Sensible Names Understand Service Accounts and the principle of least privileges. Don’t log in using Service Accounts. Create a setup account and do all patching/config with it.
- 6. Planning & Prep Server Topology • Common Mistakes Install SSRS on SQL Server Install SharePoint Foundation on SQL Server Configure SQL Server as an Application Server Plan your server topology. Server OS SharePoint Foundation FE Profile Excel Services Search ……. Server OS SQL Server SharePoint Foundation DB SSAS SSIS SSRS PP
- 7. Planning & Prep Server Topology • SSQL Server 2012 SP1 Default SQL Instance Database Engine SSAS SSIS PowerPivot SQL Instance SSAS SharePoint Mode (PowerPivot) • SharePoint Server SSRS (SharePoint Mode + Add In) PowerPivot for SharePoint 2013 Add-In Service Applications (SSRS, Excel, PowerPivot, PerformancePoint) Good Example of a 2 Server BI Farm. Server OS SQL Server DB SSAS SSIS Server OS SharePoint Foundation WFE Profile Excel Services Search SSRS PP
- 8. Planning & Prep PowerPivot • Analysis Services SharePoint Mode Separate SSAS Instance Grant Service Account as Admin • SharePoint Server PowerPivot for SharePoint 2013 Add-In Secure Store for Data Refresh Account
- 9. Planning & Prep SSRS • On SharePoint App Servers Install SQL Instance (Same Version of SQL) Reporting Services – SharePoint Reporting Services Add-In for SharePoint PowerShell Commands Install-SPRSService Install-SPRSServiceProxy
- 10. Planning & Prep Desktop / Devices • Silverlight Power View PerformancePoint Power Pivot Gallery • Browser Support IE8+ for editing All browsers for browsing • Excel 2013/O365 required for Power View / Power BI 2010 supports Power Pivot 2007 workbooks will render in Excel Services Be prepared for the devices and client experience available.
- 11. Setting Up Excel Services • Start Service • Create Service Application No Database BI Services App Pool Grant Access To Process Identity (Cannot Open Workbook Error) • Configuration Global Settings Set Unattended Secure Store ID Trusted Data Connection Libraries Data Model Settings Add SSAS PowerPivot Server • Quick Test Sample Workbook The best starting point for your BI farm and the base service for PowerPivot
- 12. Setting Up PowerPivot • PreReqs Excel Services Data Model Server (SSAS SharePoint Mode) Secure Store (Unattended Data Refresh Account) Installed PowerPivot for SharePoint 2013 Add-In • Configuration Grant Access to Central Admin DB (Management Dash) Install PowerPivot Addin (on every server in farm) Set Up and Run Configuration Tool Create Service Application Configure Data Refresh Re-run Configuration Tool • Test Sample Workbook PowerPivot requires Excel Services and is fundamental to Self Serve BI
- 13. Setting Up SSRS • PreReqs SSRS 2012 (SharePoint Mode) Installed SSRS 2012 for SharePoint Add-In Installed PowerShell if necessary Silverlight (for Power View) • Configuration Create Service Application Create SSRS Reports Library • Test Load Report Builder Create Sample report SSRS integrates with Excel and PowerPivot to provide PowerView
- 14. Setting Up PerformancePoint • PreReqs PPS Service Silverlight (for Decomposition Tree) Set Site as Trusted Sites ADOMD.NET (for SSAS Data Sources) • Configuration Create Service Application Define Unattended Settings • Test Connect to SSAS Data Source Create and Deploy Dashboard PerformancePoint Services gives a graphical view across multi-dimensional cubes in addition to a dashboarding tool
- 15. Setting Up Visio Services • PreReqs Visio Service • Configuration Unattended Account in Secure Store Create Service Application Global Settings – set Unattended account Set up AD Group for Diagram Authors • Test Sample Visio File Visio Services provides alternative visualisations when hooking up Visio stencils to data
- 16. Common Issues • PowerPivot Data Refresh Errors Check Excel Data Model Settings (full instance name) Ensure AppPool Account has Admin Permissions in SSAS PowerPivot instance • Data Sources Check Unattended Accounts have access • PPS Dashboard Designer Check Site is Trusted Check ADOMD v10 installed on SP Server The best starting point for your BI farm and the base service for PowerPivot
- 17. Next Steps • SQL 2012 CU 4+ Power View reports against Multi Dimensional models (SSRS only) • SQL 2014 • Kerberos Per User authentication Kerberos Guide http://www.microsoft.com/en- us/download/details.aspx?id=23176 • Data Management • Self Service Policy Now the core services are working what next for your farm?
- 18. Power BI • Cloud/Hybrid Only Service Reduced Complexity Cope with Rapid Change Cost Effective (Infrastructure/Management) • Some Services On-Premises Only PerformancePoint SSRS Integrated • Focus on Excel and Self Service Power View Power Pivot Power Query Power Map Microsoft’s roadmap is Cloud Only with PowerBI – Is this a game changer?