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

This is PPS M&A!

What is happening?

Scorecards and Dashboards

What happened?

Reporting

Why did it happen?

Analytics

What will happen?

Forecasting

What do I want to happen?

Planning, Budgeting, Consolidation

Why Performance Management

DELIVERY SharePoint Server Dashboards Reports Excel Workbooks Analytic Views Plans Scorecards END USER TOOLS & PERFORMANCE MANAGEMENT APPS Excel PerformancePoint Server SQL Server Reporting Services BI PLATFORM SQL Server Analysis Services SQL Server DBMS SQL Server Integration Services

SQL Server Accelerator for BI Business Scorecard Manager ProClarity PPS M&A RTM June,2003 2005 April, 2006 Sept, 2007 PPS M&A SP1 PPS M&A SP2 PPS V2 (release w/ Office 14)

?

Early 2010 Dec, 2008 June, 2008

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/en us/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

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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-source connection-problems.html

Resources

    Deploying Dashboard Viewer web part to new Web Application ◦ http://denglishbi.spaces.live.com/blog/cns!CD3E77E793DF6178!612.entry

3 rd party product to print PPS Dashboards (still in Beta) ◦ http://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 ◦ http://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) ◦ 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