MCT USE ONLY. STUDENT USE PROHIBITED Planning a SharePoint 2010 Implementation of a Business Intelligence Strategy 11-45 Objectives After completing this lesson, you will be able to: • Plan the integration, authentication, and deployment aspect of SQL Server Reporting Services for SharePoint 2010. • Describe the options and value of the SharePoint 2010 BI Center. MCT USE ONLY. STUDENT USE PROHIBITED 11-46 Designing a Microsoft® SharePoint® 2010 Infrastructure Planning SQL Server Reporting Services Key Points You can plan SQL Server Reporting Services to extend into your SharePoint 2010 deployment. This delivers programmatic options for report generation and the ability to generate reports based on SharePoint 2010 lists. You can visualize these reports by: • Publishing reports on SharePoint 2010. • Incorporating report output in Web Parts. • Providing managed reports in document libraries. Clearly, the sophistication of SQL Server Reporting Services provides business advantages to SharePoint 2010 users who need to review report output for decision-making. You can include report information in SharePoint Web pages to streamline management information. MCT USE ONLY. STUDENT USE PROHIBITED Planning a SharePoint 2010 Implementation of a Business Intelligence Strategy 11-47 Planning Usage Modes There are two usage modes for SQL Server Reporting Services: Connected or Integrated Mode and Local or Native Mode. In Connected Mode, an instance of SQL Server Reporting Services provides back- end services for report storage, caching, scheduling, and subscriptions, and SharePoint provides a UI through which the reports that are defined in the report server can be viewed and managed. Local Mode provides a more restricted option for SQL Server Reporting Services and SharePoint integration. Local Mode requires SharePoint 2010 and the SQL Server Reporting Services add-in. The deployment does not have a back-end server running SQL Server Reporting Services. SharePoint uses the SQL Server Reporting Services add-in to render reports. These reports are formatted in Report Definition Language (RDL) on SharePoint 2010 sites. Planning Deployment Topologies You can plan a range of deployment topologies for SQL Server Reporting Services for SharePoint. You must establish the number of users and the complexity of the reports to identify the most appropriate topology for your farm design. These design options are based on Connected Mode deployments: • Stand-alone server. This topology has SQL Server Reporting Services and SharePoint 2010 on a single server. This is best suited for a development environment, or for a specialist departmental requirement. • Two-tier deployment. This topology separates SharePoint 2010 and the SQL Server Reporting Services add-in from the SQL Server database, which would also have a SharePoint 2010 WFE implementation. This solution distributes workload and improves performance for complex reports. This topology is appropriate for a small company or large department. • Three-tier deployment. This topology has three base servers to improve performance and manageability by using optimized database server hardware: • SharePoint 2010 with the SQL Server Reporting Services add-in. • SQL Server Reporting Services with a minimal installation of SharePoint Server to provide WFE functionality. • SQL Server database engine. MCT USE ONLY. STUDENT USE PROHIBITED 11-48 Designing a Microsoft® SharePoint® 2010 Infrastructure SQL Server Reporting Services Authentication You can plan your design to use Windows authentication with Kerberos or a trusted account to access the report server. Unlike Excel Services, PerformancePoint Services, and the Visio Graphics Service, which use claims-based identity and must enforce constrained delegation in the same domain, you can use SQL Server Reporting Services reports in an external domain when you design them to use delegated Windows authentication. For more information about configuring authentication for SQL Server Reporting Services in SharePoint Integrated Mode, see Security Overview for Reporting Services in SharePoint Integrated Mode in SQL Server 2008 R2 Books Online. MCT USE ONLY. STUDENT USE PROHIBITED Planning a SharePoint 2010 Implementation of a Business Intelligence Strategy 11-49 Managing BI Components by Using the Business Intelligence Center Key Points The Business Intelligence Center is a site template that is designed to help you manage BI components such as scorecards, dashboards, data connections, status lists, and status indicators. This is a good starting point for planning BI management for an environment that has little experience of BI in SharePoint 2010. What Does the Business Intelligence Center Offer to Users? Information panels provide examples of BI tools such as status indicators, analytic tools and spreadsheets, and dashboards. The help panes provide links to information about how to: • Monitor key performance metrics by using PerformancePoint Services tools such as status lists and scorecards. • Build and share reports by using Excel Services and PerformancePoint Services. MCT USE ONLY. STUDENT USE PROHIBITED 11-50 Designing a Microsoft® SharePoint® 2010 Infrastructure • Create dashboards by using PerformancePoint Services tools such as Dashboard Designer 2010. The BI Center also provides direct navigation to: • The dashboard library. This Web Part page provides a collection of dashboard BI components. New dashboards that you create in PerformancePoint Dashboard Designer 2010 are automatically added to the library. • Data connections library. This is a link to the document library that stores ODC files that are created for Excel, PerformancePoint, and the Visio Graphics Services data links. • Documents library. This is a link to the central documents library. • PerformancePoint content list. This is a link to the PerformancePoint Services scorecard and report elements that were created in PerformancePoint Dashboard Designer 2010. MCT USE ONLY. STUDENT USE PROHIBITED Planning a SharePoint 2010 Implementation of a Business Intelligence Strategy 11-51 Lab: Planning a SharePoint 2010 Implementation of a Business Intelligence Strategy Exercise 1: Planning the SharePoint Business Intelligence Implementation Scenario Contoso, Ltd has an existing BI strategy and you must implement the SharePoint 2010 BI functions that you identify in the user requirements documentation. There are a range of requirements and your design topology must cater for isolation of some application services between Contoso, Ltd and Research. Use the template provided to plan your BI implementation. The main tasks for this exercise are as follows: 1. Read the supporting information. 2. Complete the Business Intelligence Planning worksheet. MCT USE ONLY. STUDENT USE PROHIBITED 11-52 Designing a Microsoft® SharePoint® 2010 Infrastructure f Task 1: Read the supporting information 1. Read the lab scenario. 2. Log on to 10231A-NYC-DC1-11 as CONTOSO\Ed with the password Pa$$w0rd. 3. In the E:\Labfiles\Lab11\Starter folder, read the Contoso Business Requirements.docx file. f Task 2: Complete the Business Intelligence Planning worksheet • In the E:\Labfiles\Lab11\Starter folder, complete the Business Intelligence Planning Worksheet.xlsx file. Exercise 2: Creating a BI Center and Enabling Excel Services Scenario To assess part of your design, you are asked to deploy some of the BI components for user acceptance testing. The main tasks for this exercise are as follows: 1. Create an Excel Services application and start the Excel Calculation Services service. 2. Create a new BI Center site collection and test the Excel Services application. f Task 1: Create an Excel Services application and start the Excel Calculation Services service 1. Use the Application Management page to create an Excel Services service by using the following configuration parameters: • Name: Excel Services 10231A • Application Pool: ExcelServicesAppPool 2. Start the new Excel Calculation Services service. MCT USE ONLY. STUDENT USE PROHIBITED Planning a SharePoint 2010 Implementation of a Business Intelligence Strategy 11-53 f Task 2: Create a new BI Center site collection and test the Excel Services application 1. Use the Application Management page to create a new site collection by using the following inputs: • Title: BI Center • URL: http://intranet.contoso.com/sites/BICenter • Type: BICenter • Enterprise template: Business Intelligence Center • Site collection administrator: Ed 2. Open the new site collection and from the Documents link, test that you can load the Excel Services Sample Workbook workbook in a browser. MCT USE ONLY. STUDENT USE PROHIBITED 11-54 Designing a Microsoft® SharePoint® 2010 Infrastructure Module Review and Takeaways Review Questions 1. What are the three key business goals for BI? 2. What authentication options are available for Excel Services? 3. What is the BI Center? Best Practices Related to BI Planning Supplement or modify the following best practices for your own work situations: • Ensure that users understand the different capabilities of Excel Services and Excel 2010. • Model your BI components to assess volumes and complexity of documents. • Plan your authentication options for each BI component that you deploy. . deployment. This topology separates SharePoint 20 10 and the SQL Server Reporting Services add-in from the SQL Server database, which would also have a SharePoint 20 10 WFE implementation. This solution. performance and manageability by using optimized database server hardware: • SharePoint 20 10 with the SQL Server Reporting Services add-in. • SQL Server Reporting Services with a minimal installation. scorecards, dashboards, data connections, status lists, and status indicators. This is a good starting point for planning BI management for an environment that has little experience of BI in SharePoint