Today I will show you how to configure PerformancePoint service in SharePoint 2010. The PerformancePoint service is integrated in sharepoint 2010 environment. The PerformancePoint service is sharepoint 2010 enterprise feature, as long as you have enterprise feature switched on the PerformancePoint service will be available.
Installing PerformancePoint Service Application
Make sure that you have enterprise version of SharePoint 2010 installed.
Open sharepoint 2010 central admin site
Click on Manage Service Applications under Application Management
Click on new from top ribbon and select “PerformancePoint Service application”
Provide the service app name, SQL database configuration, application pool and select security account for App Pool.
Click ok, you will see the following if “PerformancePoint Service application” installed successfully.
Starting the PerformancePoint service
Open the SharePoint 2010 central administration go to > System Settings > Manage services on server (under Servers category)
Click the start link to start “
PerformancePoint Service”; you will get the following when it is started.
Setting up a secure store account
You cannot access the performance points unattended service account to connect to data sources without secure store account.
Open sharepoint 2010 central admin site
Click on Manage Service Applications under Application Management
Click on the Secure Store Proxy and click Manage from the top ribbon
You will get a message saying ‘Generate a new key’, Click Edit on the ribbon then say Generate a new key
Setting up unattended service account
Open sharepoint 2010 central admin site
Click on Manage Service Applications under Application Management
Click on “PerformancePoint service application” link
From setting page click on the first link “PerformancePoint Service Application Settings”
In the “Unattended Service Account” section, enter the username and password for querying the data sources
Activate PerformancePoint Site Collection feature
Open your Business Intelligence site and navigate to Site Actions > site settings > Site Collection Features (option under “Site Collection Administration” tab) and active the “PerformancePoint Site Collection features” and shown below.
You have done all configurations, for testing the configuration Open a Performance Point “Business Intelligence Center” site and click on “Run Dashboard Designer” button.
If you have effectively created a PerformancePoint site collection, you should be able to do the followings
Able to browse to the BI Centre
Can launch Dashboard Designer
Should be able to connect to a data source using the unattended service account
Today I will show you how to configure PerformancePoint service in SharePoint 2010. The PerformancePoint service is integrated in sharepoint 2010 environment. The PerformancePoint service is sharepoint 2010 enterprise feature, as long as you have enterprise feature switched on the PerformancePoint service will be available.
Installing PerformancePoint Service Application
Make sure that you have enterprise version of SharePoint 2010 installed.
Open sharepoint 2010 central admin site
Click on Manage Service Applications under Application Management
Click on new from top ribbon and select “PerformancePoint Service application”
Provide the service app name, SQL database configuration, application pool and select security account for App Pool.
Click ok, you will see the following if “PerformancePoint Service application” installed successfully.
Starting the PerformancePoint service
Open the SharePoint 2010 central administration go to > System Settings > Manage services on server (under Servers category)
Click the start link to start “PerformancePoint Service”; you will get the following when it is started.
Setting up a secure store account
You cannot access the performance points unattended service account to connect to data sources without secure store account.
Open sharepoint 2010 central admin site
Click on Manage Service Applications under Application Management
Click on the Secure Store Proxy and click Manage from the top ribbon
You will get a message saying ‘Generate a new key’, Click Edit on the ribbon then say Generate a new key
Setting up unattended service account
Open sharepoint 2010 central admin site
Click on Manage Service Applications under Application Management
Click on “PerformancePoint service application” link
From setting page click on the first link “PerformancePoint Service Application Settings”
In the “Unattended Service Account” section, enter the username and password for querying the data sources
Activate PerformancePoint Site Collection feature
Open your Business Intelligence site and navigate to Site Actions > site settings > Site Collection Features (option under “Site Collection Administration” tab) and active the “PerformancePoint Site Collection features” and shown below.
You have done all configurations, for testing the configuration Open a Performance Point “Business Intelligence Centre” site and click on “Run Dashboard Designer” button.
If you have effectively created a PerformancePoint site collection, you should be able to do the followings
Able to browse to the BI Centre
Can launch Dashboard Designer
Should be able to connect to a data source using the unattended service account
There are some benefit and consideration if you move your sharepoint 2010 environment on cloud for your organizations. Let’s talk about the good bits first and then we will move towards the worries. J
Benefits: (why sharepoint should be on cloud)
Simplify SharePoint ownership
Managing SharePoint technically on premises is a big challenge, things like in house SharePoint upgrade, backup and recovery adds more cost into it. If you use cloud then you are actually transferring the sharepoint farm maintenance and availability to the cloud service providers.
Cloud is cheaper solution for some Organizations
The cost of hardware and training for in house SharePoint could be very high, especially for smaller organizations. The cloud approach makes SharePoint more affordable and easy to implement. I can say this will be a greater interest for smaller organizations.
Best for OOBT solutions
The cloud based SharePoint 2010 solution in small to medium sized businesses who mostly require out of the box (OOTB) features and functionality and departmental permission strategies.
Considerations (Reasons why SharePoint on cloud is not best in your case)
Site Customization problems
There are some doubts about using custom code solution on sharepoint server in the cloud. The big concern is the performance.
Business Connectivity Services lacking on cloud
At the moment sharepoint 2010 on cloud does not have support for “Business integration service called “Business Connectivity Services (BCS)”. This is a big cause for organizations to hold back cloud migration that is using BCS or intend to use BCS service in future.
Third Party Products & Solutions
If your organization is heavily relaying on third party solutions or products, you need to engage them to make sure that the solutions or product are fully tested on cloud before making a decision.
Note: This is really open to discuss, please add any comments and concerns and we all can understand it better.
You can provision managed metadata column into the content type.
You need to add the “Metadata” column into the site columns and content type using element xml file, and also need to connect the field to metadata column in the feature activation.
Here is the solution
1. You need to add a new field element of the type “TaxonomyFieldType”.
<xml version="1.0" encoding="utf-8" ?>
<Elements xmlns="http://schemas.microsoft.com/sharepoint/">
<Field ID="{46138ADB-1778-4E05-8371-114006F725A0}"
Type="TaxonomyFieldType"
DisplayName="Locations"
ShowField="Term1033"
Required="TRUE"
EnforceUniqueValues="FALSE"
Group="_Custom"
StaticName="Locations"
Name="Locations"
/>
</Elements>
2. Add this filed to the content type, just need to add a new “FieldRef”
<FieldRef ID="{46138ADB-1778-4E05-8371-114006F725A0}" Name="Locations"/>
3. Now we have to connect this field to managed metadata service(MMS).
For this we need to create an event receiver for the feature. Right click on the feature
and select “Add event receiver”.
Uncomment the “feature activate” code and replace it with the following code.
public override void FeatureActivated(SPFeatureReceiverProperties properties) {
SPSite site = properties.Feature.Parent as SPSite;
Guid fieldId = new Guid(“{46138ADB-1778-4E05-8371-114006F725A0}"
if (site.RootWeb.Fields.Contains(fieldId)) {
TaxonomySession session = new TaxonomySession(site);
if (session.TermStores.Count != 0) {
var termStore = session.TermStores["Managed Metadata Service"];
var group = termStore.Groups.GetByName("Locations Group");
var termSet = group.TermSets["Towns"];
TaxonomyField field = site.RootWeb.Fields[fieldId] as TaxonomyField;
field.SspId = termSet.TermStore.Id;
field.TermSetId = termSet.Id;
field.TargetTemplate = string.Empty;
field.AnchorId = Guid.Empty;
field.Update();
}
}
}
This method will check if the field has been deployed. We used Guid to retrieve the filed as defined in the XML. Your term store group definition should look like this.
If it is different then you need to change the “group name” and “term set” name in the feature activation according to your MMS environment.
Now you deploy your content type and can test it by creating a new list from that content type.
The result with the metadata column is shown in the below picture.