Friday, March 8, 2013

Set up and Verify PerformancePoint on SharePoint 2010

In order to be able to use the Dashboard Designer, the following must be true:

  1. In SharePoint Central Admin, go to Manage Service Applications
  2. Select “Secure Store Service” … if it isn’t there, select New on the menu and then “Secure Store Service”, see Deploying PerformancePoint 2010 Soup to Nuts
  3. If there is no key, Generate a New Key and use the sp_farm password for encryption
  4. In Sharepoint Central Admin, go to Manage Service Applications
  5. Select “PerformancePoint Service” … if it isn’t there, select New on the menu and then “PerformancePoint Service”, see Deploying PerformancePoint 2010 Soup to Nuts
  6. Select Performance Point Service Application Settings
  7. Verify the Secure Store Service is using the SQL Server service account
  8. Go back and select Trusted Data Source Locations
  9. Choose “Only Specific Locations” and click apply.  Then choose “All Sharepoint Locations” and click apply … this seems to help avoid a bug when setting up data sources in Dashboard Designer.  NOTE: in the future, we may restrict the locations, so if some are set, leave them!
  10. Repeat for Trusted Content Locations
  11. Verify that PerformancePoint can connect to SSAS
    1. Open the BI Portal on the environment
    2. In the central part of the page, click the right facing tab “Create Dashboards”
    3. Click the link “Start using Performance Point Services”
    4. Click Run Dashboard Designer
    5. Click Run in the Click Once installer dialog
    6. Right-click on Data Connections in the workspace browser and select “New Data Source”
    7. In the Editor tab in the central pane:
      1. Enter the SSAS server name with processed cubes
      2. Select the Cube
      3. Click Test Data Source
    8. Right-click on Performance Point Content in the workspace browser and select “New KPI”
    9. In the Editor tab of the central pane:
      1. Click one of the links under the Data Mapping column
      2. Click the Change Source button
      3. Choose the New Data Connection that you just created and click OK
      4. Click the drop-down under the Select a Measure and it should populate with the measure of the cube
  12. Close out of Performance Point without saving