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Creating Dashboards with Performance Point Monitoring & Analytics

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

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Creating Dashboards with Performance Point Monitoring & Analytics

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  1. Creating Dashboards with Performance Point Monitoring & Analytics Tim ToenniesCovenant Technology Partners

  2. 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

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

  4. DELIVERY COLLABORATION CONTENT MANAGEMENT Dashboards Scorecards SharePoint Server SEARCH Reports Excel Workbooks Analytic Views Plans 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

  5. 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) ? History & Roadmap of PPS M&A Early 2010 June, 2008 Dec, 2008

  6. PPS M&A Architecture

  7. 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

  8. 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

  9. 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

  10. 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

  11. 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

  12. Demo

  13. Resources • 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!CD3E77E793DF6178!235.entry • 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

  14. More Resources • Deploying Dashboard Viewer web part to new Web Application • http://denglishbi.spaces.live.com/blog/cns!CD3E77E793DF6178!612.entry • 3rd 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

  15. Blog 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/

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