Creating Dashboards with Performance Point Monitoring & Analytics Tim Toennies Covenant Technology Partners

Agenda 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

Why Performance Management Why did it happen? Analytics Analytics What happened? Reporting Reporting What will happen? Forecasting What do I want to happen? Planning, Budgeting, Consolidation What do I want to happen? Planning, Budgeting, Consolidation What is happening? Scorecards and Dashboards What is happening? Scorecards and Dashboards This is PPS M&A!

END USER TOOLS & PERFORMANCE MANAGEMENT APPS Excel PerformancePoint Server BI PLATFORM SQL Server Reporting Services SQL Server Analysis Services SQL Server DBMS SQL Server Integration Services SharePoint Server DELIVERY ReportsExcelWorkbooksAnalyticViewsPlans DashboardsScorecards

History & Roadmap of PPS M&A 2005June,2003 SQL Server Accelerator for BI Business Scorecard Manager April, 2006 ProClarityPPS M&A RTM Sept, 2007 PPS M&A SP1 June, 2008 PPS M&A SP2 Dec, 2008 ? PPS V2 (release w/ Office 14) Early 2010

PPS M&A Architecture

Deployment options 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

Components needed for setup 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

PPS Monitoring Components 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 Dashboard Designer 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

Security & Kerberos 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

Demo

Resources Two PPS M&A Video tutorials ◦ us/training/CR aspxhttp://office.microsoft.com/en- us/training/CR aspx PPS MSDN web site ◦ PPS Technet web site ◦ M&A Planning & Architecture ◦ Online training courses (modules 10-14) ◦ 8!235.entryhttp://denglishbi.spaces.live.com/blog/cns!CD3E77E793DF617 8!235.entry Configure M&A to use Kerberos ◦ Solving a typical data source connection problem ◦ connection-problems.htmlhttp://nickbarclay.blogspot.com/2007/11/pps-data-source- connection-problems.html

More Resources Deploying Dashboard Viewer web part to new Web Application ◦ 3 rd party product to print PPS Dashboards (still in Beta) ◦ and-don-t-want-all-the-html-and-sps-stuff.aspxhttp://bimvp.com/blogs/bsm/archive/2008/11/10/need-to-print-pps-dashboards- and-don-t-want-all-the-html-and-sps-stuff.aspx Differences in BI features between PPS & MOSS ◦ kpis-and-office-sharepoint-server-kpis.aspxhttp://blogs.msdn.com/normbi/archive/2008/08/29/performancepoint-server- kpis-and-office-sharepoint-server-kpis.aspx Performance tuning and capacity planning for PPS M&A (White Paper) ◦

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