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PerformancePoint Services 2010 (part 2) - Installing and Configuring PerformancePoint Services 2010

9/10/2011 4:54:48 PM

3. Installing and Configuring PerformancePoint Services 2010

PerformancePoint Services 2010 is installed with SharePoint 2010, but the PerformancePoint Service Application is not created automatically. The PerformancePoint Service Application will also create a service application proxy. This proxy facilitates Web service calls between the Web front-end server and the application server using the Windows Communication Framework.

3.1. Creating a PerformancePoint Service Application

It is possible to create a new PerformancePoint Service Application using the SharePoint Central Administration website. The following procedure shows how to do this.

  1. Open a browser and go to the SharePoint 2010 Central Administration website.

  2. In the Application Management section, select Manage Service Applications.

  3. From the New menu, select PerformancePoint Service Application, as you can see in Figure 2.

    Figure 2. Create a new PerformancePoint Service Application.

  4. A page opens where you can specify settings for the PerformancePoint Service Application, as shown in Figure 3.

    Figure 3. New PerformancePoint Service Application settings page

  5. Specify a name for the PerformancePoint Service Application. For PerformancePoint Service Applications, this name must be unique. The PerformancePoint Service Application will also have a service application’s identity—a GUID—to distinguish the service application from other service applications.

  6. Select the Add This Service Application’s Proxy To The Farm’s Default Proxy List check box. With this setting, you specify that the service application instance is added to the farm’s list of default service applications.

  7. You can use an existing application pool or to create a new application pool; creating a new application pool that runs under a domain account is recommended. Making use of the predefined option imposes a security risk because these accounts have too many privileges.

  8. Click Create.

  9. The next page shows a summary of the additional configuration steps, as you can see in Figure 4. The additional steps are

    • Define An Unattended Service Account

    • Enable The Performancepoint Web Application And Site Collection Features

    • Configure trusted locations

    Figure 4. New PerformancePoint Service Application summary page

  10. Click OK.

3.2. Creating a Secure Store Service

The next step is to create an unattended service account to connect to data sources. To do this, you first must create a secure store service. The unattended service account cannot use the application pool identity to connect to data sources. The unattended account must be a domain account, and the password of this account is stored in the secure store. The following procedure shows how to create a new secure store service.

  1. Launch the SharePoint 2010 Central Administration website.

  2. In the Application Management section, select Manage Service Applications.

  3. From the New menu, select Secure Store Service, as shown in Figure 5.

    Figure 5. Create a new Secure Store Service

  4. Specify a name for the Secure Store Service Application in the Service Application Name text box, as shown in Figure 6.

    Figure 6. New Secure Store Service

  5. Specify a name for a new application pool, as shown in Figure 7, and click OK. The secure store service will be added automatically to the default proxy group.

    Figure 7. Create a new application pool for the secure store service

    At this point, the PerformancePoint Service and the secure store service are created and started.

  6. Launch the SharePoint 2010 Central Administration website.

  7. In the System Settings section, select Manage Services On Server. This page should look like Figure 8.

Figure 8. Start the PerformancePoint Service


3.3. Defining an Unattended Service Account

There is a difference between a service application and a service application instance. If you want to use a different set of settings, you have to make another service application. The next thing to do is to define an unattended service account, and the following procedure shows how to do this.

  1. Launch the SharePoint 2010 Central Administration website.

  2. In the Application Management section, select Manage Service Applications.

  3. Click the Secure Store Service link, or alternatively, select the secure store service you created and click Manage in the Operations group. Both options allow you to manage the properties of this secure store service. You will see an error (shown in Figure 9) indicating that there is no Secure Store Application key.

    Figure 9. Error message indicating that there are no keys in the secure store service

  4. Select Generate New Key in the Key Management group.

  5. Specify a pass phrase and confirm it, as shown in Figure 10. This pass phrase is the only way to get the encrypted data. Make sure to save the pass phrase, because if you want to refresh the key, you will need to have it.

    Figure 10. Generate New Key page

    This pass phrase must contain at least 8 characters; these characters must include at least three of the following four groups:

    • Uppercase characters A through Z

    • Lowercase characters a through z

    • Numerals 0 through 9

    • Nonalphabetic characters such as !, $, /, ?, %

  6. When you have finished specifying a pass phrase, click OK.

  7. The error message will be replaced by a new message, shown here.

    There are no Secure Store Target Applications in this Secure Store Service
    Application. You can create a new Target Application from the Manage Target
    Applications group in the Edit ribbon group.

3.4. Adding a PerformancePoint Service Application

The next step is to add the PerformancePoint Service Application to the Secure Store Service Application. The following procedure shows how to do this.

  1. Launch the SharePoint 2010 Central Administration website.

  2. In the Application Management section, select Manage Service Applications.

  3. Select the PerformancePoint Service link, or alternatively, select the PerformancePoint Service you created and click Manage in the Operations group. Both options allow you to manage the properties of this PerformancePoint Service.

  4. Click PerformancePoint Service Application Settings, as shown in Figure 11. The next page shows that the name of the Secure Store Service Application has been detected. This page contains all the configuration settings for the PerformancePoint Service Application. In PerformancePoint 2007, this configuration information was stored in the Web.config file.

    Figure 11. Manage PerformancePoint Services page

  5. Specify the user name you want to use for the unattended service account for authenticating with data sources, as shown in Figure 12. The credentials will be added to the target application. Make sure you use an account with the least privileges possible. Best practice is to avoid using an existing user account and to create a new account specifically for the PerformancePoint Service Application.

    Figure 12. PerformancePoint Service Application settings page

  6. Click OK.

3.5. Defining SharePoint Locations as Trusted Data Source Locations

The next procedure shows how to define SharePoint locations as trusted data source locations.

  1. Click Trusted Data Source Locations as shown in Figure 11 previously. You can choose to trust the data source in all SharePoint locations or only in specific locations. If you choose the latter and click Apply, a new link becomes available: Add Trusted Data Source Location. If you click this link, an Edit Trusted Data Source Location page opens, as shown in Figure 13.

    Figure 13. Edit Trusted Data Source Location page

  2. On this page, you can specify the location type. The options available are a SharePoint site collection (and subtree), a SharePoint site (and subtree), or a library to store data sources. If you are finished, click OK.

Now you have added a Trusted Data Source location.

3.6. Defining SharePoint Locations as Trusted Content Locations

The next procedure shows you how to define SharePoint locations as trusted content locations.

  1. Click Trusted Content Locations as shown in Figure 11 previously. You can choose to trust content such as dashboards and scorecards in all SharePoint locations or only in specific locations.

  2. If you choose to trust only specific locations and click Apply, a new link becomes available: Add Trusted Content Location. Click this link to open the Edit Trusted Content Location page. This page looks the same as the Edit Trusted Data Source Location page you saw previously in Figure 13.


Note:

If you create a new Web application and you want to make use of PerformancePoint Services, make sure you choose Classic Mode Authentication (shown in Figure 14); otherwise, PerformancePoint Services will not work.

Figure 14. Create New Web Application page



After configuring the PerformancePoint Service Application, you can go to your SharePoint site and open the Dashboard Designer. There is nothing new here; the Dashboard Designer in SharePoint 2010 is the same one that was used in SharePoint Server 2007.

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