Transcript Performance Point MA and SharePoint

Creating Dashboards with
Performance Point
Monitoring & Analytics
Tim Toennies
Covenant Technology Partners
Why do we need Performance Management?
 Integration with the MS BI stack
 History & roadmap of PPS M&A
 Architecture
 Deployment options & challenges
 Components needed for setup
 Dashboard data sources
 Security
◦ Kerberos 
 Break
 Demo, creating a Dashboard
 Resources

Agenda
What is happening?
This is PPS
M&A!
What happened?
Reporting
What will happen?
Forecasting
Scorecards and
Dashboards
Why did it happen?
Analytics
What do I want to
happen?
Planning,
Budgeting,
Consolidation
Why Performance Management
DELIVERY
SharePoint Server
Dashboards Reports
Excel
Analytic
Workbooks Views
Plans Scorecards
END USER TOOLS & PERFORMANCE MANAGEMENT APPS
PerformancePoint Server
Excel
BI PLATFORM
SQL Server
Reporting Services
SQL Server
Analysis Services
SQL Server DBMS
SQL Server Integration Services
SQL Server
Accelerator
for BI
Business
Scorecard
Manager
June,2003
2005
PPS M&A SP1
ProClarity
April, 2006
PPS M&A SP2
PPS M&A RTM
Sept, 2007
PPS V2 (release w/
Office 14)
?
June, 2008
Dec, 2008
Early 2010
History & Roadmap of PPS M&A
PPS M&A Architecture

Single Server
◦ Test/development or VPC

Typically have a three server deployment
◦ Database
◦ SharePoint
◦ PPS – M&A
 Monitoring Server Web Service
 Dashboard Web Preview
 Monitoring Central
Deployment options

Database
◦ SQL 2005 or SQL 2008 supported with PPS SP2

IIS
◦ Server 2008 supported with PPS SP2
SharePoint or WSS
 SQL Reporting Services

◦ Currently SSRS 2008 Integrated Reports do not
work
ASP.NET 2.0
 ASP.NET 2.0 AJAX Extensions 1.0
 SQL Server native client
 SSAS ADOMD.Net client

Components needed for setup
•
•
•
PerformancePoint Dashboard Designer
PerformancePoint Monitoring System Database
PerformancePoint Monitoring Server
• PerformancePoint Monitoring Server Web Service
• PerformancePoint Dashboard Web Preview
• Monitoring Central
• Dashboard Designer is Deployed
•
•
•
SQL Server 2005 SP2 Reporting Services integration
PerformancePoint Dashboard Viewer WebPart for
SharePoint Services
PerformancePoint Monitoring Plug-In for Report
Designer (Visual Studio 2005)
PPS Monitoring Components
Scorecard Elements
 KPI’s

◦ Business metrics that monitor progress of a
company’s goals.

Data Sources
◦ Relational, OLAP, Excel spreadsheets &
services, SharePoint list, ODBC, ADOMD.Net

Indicators
◦ Represent KPI data

Dashboards
◦ Display hierarchical elements of KPI’s

Reports
PPS Dashboard Designer Components
Use separate accounts for MOSS & PPS
 Configure MOSS to use Kerberos
 Configure IIS for the PPSMonitoring &
MOSS sites

◦ cscript adsutil.vbs SET
w3svc/SiteNumber/Root/NTAuthenicationProviders “Negotiate,NTLM”
◦ Modify web.config file of PPS MonitoringService

Configure SPN’s
◦ For both the web site service account & all data source service
accounts

Configure PPS app pool accounts
◦ PPSMonitoringPreview, PPSMonitoringWebService

On client computers add sites to the
trusted sites list
Security & Kerberos

Demo







Two PPS M&A Video tutorials
◦ http://office.microsoft.com/enus/training/CR102910981033.aspx
PPS MSDN web site
◦ http://msdn.microsoft.com/en-us/office/bb660518.aspx
PPS Technet web site
◦ http://technet.microsoft.com/en-us/library/bb794633.aspx
M&A Planning & Architecture
◦ http://technet.microsoft.com/en-us/library/bb905542.aspx
Online training courses (modules 10-14)
◦ http://denglishbi.spaces.live.com/blog/cns!CD3E77E793DF617
8!235.entry
Configure M&A to use Kerberos
◦ http://technet.microsoft.com/en-us/library/bb794642.aspx
Solving a typical data source connection problem
◦ http://nickbarclay.blogspot.com/2007/11/pps-data-sourceconnection-problems.html
Resources

Deploying Dashboard Viewer web part to new Web Application
◦ http://denglishbi.spaces.live.com/blog/cns!CD3E77E793DF6178!612.entry

3rd party product to print PPS Dashboards (still in Beta)
◦ http://bimvp.com/blogs/bsm/archive/2008/11/10/need-to-print-pps-dashboardsand-don-t-want-all-the-html-and-sps-stuff.aspx

Differences in BI features between PPS & MOSS
◦ http://blogs.msdn.com/normbi/archive/2008/08/29/performancepoint-serverkpis-and-office-sharepoint-server-kpis.aspx

Performance tuning and capacity planning for PPS M&A (White
Paper)
◦ http://technet.microsoft.com/en-us/library/bb660539.aspx
More Resources

http://blogs.msdn.com/performancepoint/default.aspx

http://blogs.msdn.com/kevinwhite/default.aspx

http://performancepointblog.com/

http://iantien.spaces.live.com/

http://performancepoint07.blogspot.com/

http://bizsharpie.spaces.live.com/

http://blogs.msdn.com/jasonmorales/

http://nickbarclay.blogspot.com/
Blog Resources