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Upgrading Microsoft Office PerformancePoint Server 2007 to SharePoint 2010

Required Slide. SESSION CODE: BIE311. Upgrading Microsoft Office PerformancePoint Server 2007 to SharePoint 2010. Josh Zimmerman Program Manager Microsoft Corporation. SESSION OBJECTIVES AND TAKEAWAYS. PerformancePoint 2007 Data Import Features that found a new home

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Upgrading Microsoft Office PerformancePoint Server 2007 to SharePoint 2010

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  1. Required Slide SESSION CODE: BIE311 Upgrading Microsoft Office PerformancePoint Server 2007 to SharePoint 2010 Josh Zimmerman Program Manager Microsoft Corporation

  2. SESSION OBJECTIVES AND TAKEAWAYS • PerformancePoint 2007 Data Import • Features that found a new home • Setting up SharePoint (Upgrade Considerations) • Security • Deploying your Dashboards • How to migrate your content • Setting up SharePoint (Migration Considerations) • Setting up the Dashboard Designer workspace • Using SharePoint tools vs. PerformancePoint tools

  3. Microsoft Business Intelligence Business Intelligence with the world’s most popular business productivity suite and most widely deployed information platform Empower Your People Improve Organizational Effectiveness Increase IT Efficiency Self-service access & insight Collaborative across your value chain Trusted, scalable & secure Familiar interface & tools you own today Alignment, accountability & ownership IT management & developer productivity

  4. PerformancePoint Services in SharePoint 2010 • Great Features in SharePoint to Complement BI • Centralized Content Management and Security • Customization with Views and Templates • Scale and Performance • Common Filter Framework • No OWC (Office Web Components)

  5. Data Import • Setting up SharePoint • Should I use the BI Center site template? • Any site restrictions? • What if I had multiple PerformancePoint v1 installations? • Why doesn’t the upgrade utility create the site structure?

  6. Data Import • PerformancePoint permissions vs. SharePoint permissions • Minimizing the impact to SharePoint security • PerformancePoint Specifics • Trusted Locations • Unattended Service Account

  7. Data Import • Server Role Permissions in 2007 • Going from server roles to NT Authority\Authenticated Users • Item Permissions • Based on PPS 2007 Consistency • Leave the Site Level Inheritance and Target lists and libraries.

  8. Data Import Tools in Central Admin • Why do I publish my Dashboards again? • What happens to my 2007 dashboards if I did an in-place upgrade or a content DB attach? • Data source might need to be updated.

  9. Importing content into SharePoint 2010 Josh Zimmerman Program Manager DEMO

  10. Content Migration • Determine the site structure early • Permissions, keep inheritance in mind • Service app configuration and data access • Unattended Service account • Trusted Locations

  11. Content Migration • Setting up your dashboard designer workspace • Load highest level objects first • Dependencies of any objects are automatically pulled in. • All content you want to be moved needs to be in the workspace.

  12. Content Migration • How to be selective with what you move • The migration tool allows you to map content from source to target.

  13. Content Migration • (Not) Using the SharePoint tools • Keep your site structure the same • PerformancePoint is part of SharePoint . . . With the following exception -- different structures are not supported because of PerformancePoint references. • Always publish with Dashboard Designer

  14. Moving PerformancePoint content in SharePoint 2010 Josh Zimmerman Program Manager DEMO

  15. Summary • Set up your 2010 SharePoint environment first. • Move your data from PerformancePoint 2007 to 2010 with the Data Import in Central Administration. • Remember the security changes. • Migrate your content from one list to another using the Import Items in Dashboard Designer • Redeploy your dashboards. • The integration with SharePoint and Insights adds significant value to your PPS deployments

  16. Required Slide Resources Learning • Sessions On-Demand & Community • Microsoft Certification & Training Resources www.microsoft.com/teched www.microsoft.com/learning • Resources for IT Professionals • Resources for Developers • http://microsoft.com/technet • http://microsoft.com/msdn

  17. Required Slide Complete an evaluation on CommNet and enter to win!

  18. Sign up for Tech·Ed 2011 and save $500 starting June 8 – June 31st http://northamerica.msteched.com/registration You can also register at the North America 2011 kiosk located at registrationJoin us in Atlanta next year

  19. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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