Chapter 20 – PerformancePoint Services and Business Intelligence (1)

Wrox Prof Sharepoint 2010 Admin (P. 585)

PerformancePointService (PPS) is one build-in service in SP 2010. It’s a performance management application that individuals use to monitor and analyze business data to help improve effectiveness and efficiency. Available for SP with an Enterprise Key and has CAL for employees.

In SP 2007, PPS is a web part; now in SP 2010 it’s an integrated part and exists as a service. Provide the capability to create and utilize BI objects such as Dashboard, Scoreboards and PKI. Also provide a wizard to upgrade 2007 content.

Using PPS, begins with creating object using a rick client tool called Dashboard Designer. (WYSIWYG) Designer objects are stored in lists/libraries so they can be used by other SP 2010 features.

PPS features/terminology —

>> PPS is a service; admin use service application to install and configure PPS.
>> PPS is used to created, display and interact with first-class object (FCO). FCOs are dashboards that cotains scroreboards, reports, KPIs, filters, and data sources. FCO brings data together from different sources.
>> FCO are stored as content types and secured within SP 2010 list/libraries. (specifically, data sources – library, all other FCOs – lists).
>> PPS can take advantage of other SP 2010 features, such as security framework, scalability, collaboration, backup and restore, search and DR.
>> PPS web part can link to other web parts on the same page.
>> PPS includes a new type of report called “Decomposition Tree” – simplifies the display of a multi-dimentional data set so that the data can be more readily interpreted.

How to instal/configure PPS —

Teo SP configuration wizards:
(1) SP product Configuration Wizard (from start menu)
Add s new SP farm, or add your server to an existing farm.

(2) Farm Configuration Wizard (or Central Admin Wizard), which is the last link in the site menu of the Central Admin site.
Used to provision service application.

PerformancePoint Service Application & Proxy – first, ensure PPS service application and proxy has been created, along with other corresponding applications.
(1) Make sure <1> PerformancePoint Service and <2> Secure Store Service has been started. (Central Admin System Settings Manage Services on Server.

(2) Create a new PPS Service Application. Verify that the new PerformancePoint Service Service Application and Proxy is running.

Use Get-SPServiceApplication to get a list of all service applications.

———————————————————————————————–
About service applications and proxy.

A default application proxy group is used by all service applications in a given web application.
For a service application/proxy to be the default of the defalt group, it must be designated with Service Application Association.


Only ne proxy group can be associated with an application. Within the proxy group, you can enable as many proxies as necessary.

If you disable proxies, the associated service application will not be available fo ruse within the web applications.

PPS service application utilize SQL server DB for storing information. This DB is created when the service application is created and can be viewed using SQL Manager.

Secure Store Service is new in SP 2010 that replaces the SSO in SP 2007. SP 2010 stores the credentials for accesing the external data in the database associated with the service application.

PPS require Secure Store Service to connect to external data sources on behalf of users or groups using unattended service account. The unattended service account is a domain account
whose password is stored in secure store.

The secure store is configured by providing a passphrase, which is used to generate a key that is used to encrypt and decrypt the credentials stored in SSS database.

About SSS:
>> SS provides capability to store and retrieve access credentials to external systems. The credentials consist of a usr ID and password that are ampped to an application ID.
>> Application IDs are used to map individual users or groups of users to credential sets. ??????
>> SP 2010 or custom app access the external data source using the application ID.
>> Security governs each application ID, so each ID can have permission applied that specify which users or groups can access the crednetials.
>> SSS runs on application server, and is claims-aware authorization service.
——————————————————————–
Create a new SSS: Central Admin Highlight Secure Store Service New Secure Store Service.

Before creating a new secure store target application, you must first generate a new key, or else, you get this error when manage this new SSS:

Enter the new key (Pass Phrase) twice. Administrators will need the passphrase string to refersh the key, which is necessary whenever a new application server is added to the farm.

Now need to configure the unattended service account. Central Admin à Manage Service Account à PerformancePoint service Application à Manage àPPS Application Setting, enter a domain user ID/Password in the first section.

Now if you go to SSS à Manage screen, you will see this: (the PPS – bruce” is now a Target Application
of the (default) SSS. And an Application ID
has been generated.

Note: PPS will always use the default SSS in the default proxy group. If the desired SSS is not set as default SSS, go to the Associatio link to change it: (already mentioned above)

Installing the Business Intelligence Center Web Site (BICW) —
1. Create a new Web Application, with Classic Mode authentication.
2. Create a new site collection under the new web app. Use the Business Intellience Center template (in “Enterprise” tab) – because this is the standard template for PPS objects. This template contains all of the necessary SP content types used to create BI dashboard.

3. Browse to the new site collection, in my case http://bruce-pc:100/
4. To validate the installation, install and use the PerformancePoint Dashboard Designer (PPDD) to create a data source, a scoreboard and a dashboard.

Installing PPDD —

PPDD is the tool used to create and deploy your business intelligence objects to the SP 2010 server – the objects include KPI, scoreboards, reports, filters, data sources and dashboards. Once created, they’re stored in one or more SP 2010 document libraries and lists so they can be reused in different dashboards.

PPDD is a desktop application that must be installed to an author’s desktop, pre-requsite:
(1) Requires .NET 3.5 SP1 or later.
(2) Visio 2007/2010 Professional for creating or editing strategy map reports. Strategy maps are reports that enable you to connect KPI data to Visio shapes in order to visualize data.
(3) Report Viewer 2008 for creating or editing SQL server Reporting services reports.

Install PPDD:

(1) Go to the BICW hom epage, hover over the Create Dashboard
heading and click Start Using PerformancePoint Services
links.

Click Run Dashboard Designer to install and run the PPDD. (via ClickOnce technology)

After done PPDD will be available in the same menu as Sharepoint Designer. PPDD doesn’t operate in offline mode, so must be connect to SP 2010 server all the time.

As new objects are created using the PPDD, these objects are stored inside Business Intelligence Center. Specifically the objects are stored inside the provisional lists and libraries:

Dashboard – contains dashboard objects that have been deployed/published to the server.
Data Connectors – contains data sources that are available for use by PPS objects. Contains server connection and security info.
PerformancePoint Content – contains scoreboards, reports, filters and unpublished dashboards.

Two key benefits to saving objects to these lists: (1) centrally managed (2) reusable across multiple dashboard. Dashboard authors with proper permissions can reuse any of the objects by adding them to their own dashboards. SP requires that one has Contribute permission in order to save items to SP server, and Design permission to deploy dashboard. All objects are saved in SP database.

Creating an Analytic Chart Report and Dashboard – (P.603)

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