Thủ thuật Sharepoint 2010 part 82 pps

612  CHAPTER 20 PerformaNcePoiNt services aNd BUsiNess iNtelligeNce IMPORTING PERFORMANCEPOINT SERVER 2007 CONTENT TO PERFORMANCEPOINT SERVICES 2010 The following discussion applies to companies that have dashboard content stored inside PerformancePoint S erver 2007 that they would like to import into PerformancePoint Services 2010. Content import must be performed by a SharePoint 2010 farm administrator. Planning SharePoint 2010 provides a wizard-driven process for importing dashboard content from PerformancePoint Server 2007 (PPS2007) into PerformancePoint Services (PPS2010) in SharePoint Server 2010. The import wizard walks the administrator through the process of importing dash- boards, scorecards, data sources, KPIs, and so on. After the data import process is complete, the administrator or object author must deploy each individual dashboard to their new SharePoint Server 2010 locations. Before performing the import, you must be aware of several key factors that may affect the integrity of the import. These are summarized in Table 20-4. TABLE 204: Factors for Consideration When Planning the Import Process TOPIC DESCRIPTION Report types PerformancePoint Services does not support all the report types that were available in PerformancePoint Server 2007. The following report types are not supported and will not be imported: Trend Analysis Charts, Pivot Tables, Pivot Charts, and Spreadsheets. Local administrators PPS2007 makes the local server administrator a PPS2007 administrator. In SharePoint Server 2010, that individual is not automatically made an adminis- trator, but can be assigned manually if necessary. Dashboard creation and deployment These apply to PPS2010. The farm administrator requires at least Contribute permissions on content lists and data source libraries to create and edit dashboard items. Site collection administrators need at least Contribute permissions on data source libraries only. The site administrator or site mem- ber needs at least Contribute permissions on content lists and data source libraries. Anyone deploying objects from Dashboard Designer to SharePoint Server 2010 must have at least Designer permissions. User access and content security PPS2010 uses the SharePoint Server 2010 user access and content security model, which is very dierent from that of PPS2007. PPS2007 has its own server and database for storing metadata and content, and security is applied globally at the server level and on each individual object. In PPS2010, meta- data and content is stored in lists and libraries. Importing PerformancePoint Server 2007 Content to PerformancePoint Services 2010  613 Dashboard Designer Tasks and Necessary Permissions Those familiar with PPS2007 and Dashboard Designer need to become familiar with the specific credentials necessary to perform the same authoring tasks in PPS2010. Table 20-5 summarizes the relationship between PPS2010 user permissions and authoring capability. The Dashboard Designer task capabilities are cumulative as you progress down the column. TABLE 205: Relationship between Designer Task and User Permission DASHBOARD DESIGNER TASK PPS2010 PERMISSION View PPS2010 dashboards Read Create PPS2010 dashboard items and save them to a list or library Contribute Publish PPS2010 dashboards Design Manage user permissions for dashboard objects Full Control or Site Collection Administrator Preparation before Running the Wizard The import process will take PPS2007 dashboards and scorecards and store them in a single SharePoint 2010 list, and imported data sources will be placed in a single document library. To the extent possible, keep an inventory of the objects that should be redeployed and the locations that will store the newly imported objects once redeployed. To ensure that the process is as effective and efficient as possible, gather the necessary information and review the following steps before attempting the import: Establish how PPS2010 data source security needs to be configured. PPS2010 stores the  security information inside the data source itself, whereas PPS2007 stores the security setting for its data sources in the web.config file at C:\Program Files\Microsoft Office PerformancePoint Server\3.0\Monitoring\PPSMonitoring_1\WebService . Administrators should review which of the three different PPS2007 security methods were used by examining the appSettings node of the web.config file. Know your username and password for logging onto the PPS2007 server because the wizard  will prompt you for those credentials. Know the names of the content databases that contain the PPS2007 data.  Create the website and list that will store the imported dashboard items. You will need to  provide the name of the site collection, website, and list during the process. Create the document library that will store the imported data sources. This library needs to  be configured to support the Data Source content type. As you’ve seen, this library is auto- matically provisioned by creating a new site using the Business Intelligence Center template. Once the import process in initiated, its progress is displayed with a status bar, and a running sum- mary of all objects that have been imported is provided. When complete, the final import results 614  CHAPTER 20 PerformaNcePoiNt services aNd BUsiNess iNtelligeNce list each imported item by category (Data Sources, KPIs, Scorecards, and so on), with informa- tion about any issues or errors that were encountered. The results also specify whether data source names were changed in the event of duplicates. Now you are ready to run the wizard. Using the Import Wizard Keep in mind that the farm administrator running the import wizard must be a SharePoint admin- istrator on the PerformancePoint 2010 target website so that the user context running the wizard is able to create SharePoint security groups. PerformancePoint 2007 secured dashboard elements using custom security groups managed in SQL Server. PerformancePoint 2010, however, uses standard SharePoint groups. To maintain the same level of security, the wizard will create new SharePoint security groups based on those in PerformancePoint 2007. 1. Navigate to the PerformancePoint Services settings page inside the SharePoint Central Administration website. This page is shown in Figure 20-32. FIGURE 2032 2. Click Import PerformancePoint Server 2007 Content to launch the import wizard. The first page explains what will be imported. You should typically review this content, but in this case there shouldn’t be any surprises because this information was covered in the previous section. Once the information is reviewed, click Next. 3. The next page, titled “How was security configured on the original server?” is shown in Figure 20-33. This is where you will need to know the data source security information dis- cussed in the previous section. Select the appropriate type of security and click Next. Keep in mind that if you choose Per-user identity (which, by the way, is the most common method for PerformancePoint 2007), then your SharePoint 2010 farm must have Kerberos Delegation configured between all instances of the PPS service application and the data sources. 4. Type the SQL Server name/instance of the PerformancePoint Server 2007 content server. Then select the method of authentication and enter the appropriate username and password. Click Next. Importing PerformancePoint Server 2007 Content to PerformancePoint Services 2010  615 FIGURE 2033 5. On the Connect to the PerformancePoint 2007 content database page, select the PerformancePoint Server 2007 database that you want to import. The default database is titled PPSMonitoring. Click Next. 6. On the next page, select the site collection, site, and list where your dashboard items are to be imported. Click Next. 7. Select a site and a document library where your data sources will be stored. Click Next. Keep in mind that data sources must be imported into the same site collection as your dashboard items. 8. The last step is to review the settings you have chosen. Click Back to make any necessary changes. If the settings are correct and you are ready to proceed, click Import. Once the import process begins, it cannot be stopped. Once complete, a summary page will appear that shows the results of the import process. It includes the status of the items that success- fully imported; and, if there were any errors, what didn’t import successfully. Click the View List or View Library links to view the actual data that was imported. 9. Click Done to close the wizard. Administrators and site owners will need to review the security of the imported objects because it is set at the individual item level. Additionally, two new security roles will be created in the SharePoint 2010 environment to match what existed in PPS2007. These roles are called PerformancePoint Editors and PerformancePoint Readers. Users who were in these roles in PPS2007 will be placed in the cor- responding roles in PPS2010. You will likely want to modify this to match the security plan that has already been established for the organization. 616  CHAPTER 20 PerformaNcePoiNt services aNd BUsiNess iNtelligeNce SUMMARY PerformancePoint Services (PPS) provides native BI capability for SharePoint Server 2010. Providing PPS capability to the enterprise requires administrators to install and configure the PPS service application and proxy, along with the Secure Store Service application and proxy. You can install these applications using a wizard or manually, although you should understand and be able to use both approaches. You also need to be familiar with the installation and use of Dashboard Designer for creating and deploying FCOs, along with the SharePoint libraries and lists that will store the FCOs. . Permission DASHBOARD DESIGNER TASK PPS2 010 PERMISSION View PPS2 010 dashboards Read Create PPS2 010 dashboard items and save them to a list or library Contribute Publish PPS2 010 dashboards Design Manage. objects from Dashboard Designer to SharePoint Server 2010 must have at least Designer permissions. User access and content security PPS2 010 uses the SharePoint Server 2010 user access and content. performed by a SharePoint 2010 farm administrator. Planning SharePoint 2010 provides a wizard-driven process for importing dashboard content from PerformancePoint Server 2007 (PPS2 007) into PerformancePoint