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Heavy Metal PowerPivot
     ReMastered
Jason Himmelstein &
Cornelius J. van Dyk
• SharePoint Practice Director, Sentri Inc.
• Microsoft vTSP
   –   virtual Technology Solutions Professional

• SharePoint Foundation Logger
  (http://spflogger.codeplex.com)
• Web: www.sentri.com
• Blog: www.sharepointlonghorn.com
• Twitter: @sharepointlhorn
• LinkedIn: www.linkedin.com/in/jasonhimmelstein
• Chief Architect, Crayveon Corporation

• 7 time MVP, MCITP, MCTS

• Blog: www.cjvandyk.com/blog

• Twitter: @cjvandyk

• LinkedIn: http://www.linkedin.com/in/cjvandyk
• Architecture

• Installation

• SharePoint & PowerPivot

• PowerPivot in Action (demo time)
Changes in Terminology
Codename Denali                        SQL Server 2012

Project Crescent                          Power View

Project Juneau                       SQL Server Data Tools

Veritpaq Engine                 xVelocity In-Memory Analytics
                                            Engine
Vertipaq for PowerPivot        xVelocity for Business Intelligence
How does it work?
Microsoft Business Intelligence

                                                               Most Broadly adopted
                                                                  Productivity &
 SharePoint       SharePoint       Excel       PowerPivot       Collaboration Tools
Dashboards &     Collaboration   Workbooks     Applications
 Scorecards




                 Analysis          Reporting
                 Services          Services
                                                              Most widely deployed EIM
                                                                    & BI Platform
                Integration      Master Data
                 Services         Services




                                                                        LOB     Odata
                                                                        Apps    Feeds
ANALYSIS SERVICES ARCHITECTURE


Internet Explorer          SharePoint
                                                 SQL Server Data Tools
              Power View
                             Excel Services




                           Reporting Services
PowerPivot for
                    xlsx
   Excel
                                                 Analysis Services
                             PowerPivot for
                               SharePoint
                           (Analysis Services)
   Excel

                                                   BI Semantic Model
                                   xlsx


Third Party Apps



       Personal BI         Team BI                 Corporate BI
POWERPIVOT FOR SHAREPOINT
Server, Services, and Components


                                            SharePoint Farm                    c2wts/proxy

                                                              c2wts
                                                                                    SQL Server
                                        WFE                  App                     Content
                                                        Excel Calculation
      Client                       Excel Web Access
                                                            Services

                                                            MSOLAP
                                    Excel Services
                                   Application Proxy          TCP
                                                                              MSOLAP Driver
                                                              HTTP

                                                            Channel
                                   Excel Web Service

                                                       PowerPivot Service
                                                        Application Proxy
                               Excel Calc Services
                                                       PowerPivot System
                                                            Service

                                   PowerPivot Web      Analysis Services in
Excel Services
                                      Service            VertiPaq Mode
PowerPivot Services                                                                Data sources
POWERPIVOT FOR SHAREPOINT
Rendering the PowerPivot Workbook


                                        SharePoint Farm
                                                           c2wts
                                                                           SQL Server
                                    WFE                   App               Content
                                                     Excel Calculation
     Client                   Excel Web Access
                                                         Services

                                                         MSOLAP
                               Excel Services
                              Application Proxy
                                                         Channel

                              Excel Web Service

                                                    PowerPivot Service
                                                     Application Proxy
                              Excel Calc Services
                                                    PowerPivot System
                                                         Service

                              PowerPivot Web        Analysis Services in
                                 Service              VertiPaq Mode
                                                                           Data sources
POWERPIVOT FOR SHAREPOINT
Rendering the PowerPivot Workbook


                                        SharePoint Farm
                                                           c2wts
                                                                                  SQL Server
                                    WFE                   App                      Content
                                                     Excel Calculation
     Client                   Excel Web Access
                                                         Services

                                                         MSOLAP            c:Program
                               Excel Services                              Files...OLAPBacku
                              Application Proxy                            p
                                                         Channel

                              Excel Web Service

                                                    PowerPivot Service
                                                     Application Proxy
                              Excel Calc Services
                                                    PowerPivot System
                                                         Service

                              PowerPivot Web        Analysis Services in
                                 Service              VertiPaq Mode
                                                                                 Data sources
POWERPIVOT FOR SHAREPOINT
PowerPivot does NOT require Kerberos


                                         SharePoint Farm
                                                            c2wts
                                                                            SQL Server
                                       WFE                 App               Content
                                                      Excel Calculation
      Client                   Excel Web Access
                                                          Services

                                                          MSOLAP
                                Excel Services
                               Application Proxy
                                                          Channel

                               Excel Web Service

                                                     PowerPivot Service
                                                      Application Proxy
                               Excel Calc Services
                                                     PowerPivot System
                                                          Service

                               PowerPivot Web        Analysis Services in
                                  Service              VertiPaq Mode
                                                                            Data sources
POWERPIVOT FOR SHAREPOINT
Server Action


                           SharePoint Farm
                                              c2wts
                                                              SQL Server
                      WFE                    App               Content
                                        Excel Calculation
      Client     Excel Web Access
                                            Services

                                            MSOLAP
                  Excel Services
                 Application Proxy
                                            Channel

                 Excel Web Service

                                       PowerPivot Service
                                        Application Proxy
                 Excel Calc Services
                                       PowerPivot System
                                            Service

                 PowerPivot Web        Analysis Services in
                    Service              VertiPaq Mode
                                                              Data sources
POWERPIVOT FOR SHAREPOINT
Server Action > c2wts
POWERPIVOT FOR SHAREPOINT
Server Action > c2wts



                                  SharePoint Farm
                                                     c2wts

                             WFE                    App
                                               Excel Calculation
        Client          Excel Web Access                               Content
                                                   Services

                                                   MSOLAP
                         Excel Services
                        Application Proxy
                                                   Channel

                        Excel Web Service

                                              PowerPivot Service
                                               Application Proxy
                        Excel Calc Services
                                              PowerPivot System
                                                   Service

                        PowerPivot Web        Analysis Services in
                           Service              VertiPaq Mode
                                                                     Data sources
POWERPIVOT FOR SHAREPOINT
                  Server Action

              SharePoint Farm


            WFE                   App

Client                                          Content


                                        c:Program
                                        Files...OLAPBacku
                                        p




                                        ImageLoad




                                              Data sources
POWERPIVOT FOR SHAREPOINT
              Load Balancing

         SharePoint Farm
                                      By default, set to
                                       round-robin
       App1                    App2   health allocation
                                      Testing notes that
                                         BP to set to
                                        health-based
                                          allocation
                                         Uses more
                                       resources than
                                        round-robin
                                      BUT, pro-actively
                                           evicts
                                       unnecessary
                                       VertiPaq dBs
                                        when under
                                      memory pressure
Installing PowerPivot

• PowerPivot v1 for SQL 2008 R2
  – New 2010 farm
  – Pre-existing 2010 farm



• PowerPivot v2 for SQL 2012
  – Stand alone install
  – Wizard driven
  – PowerShell
Installing PowerPivot 2008 R2
Installing PowerPivot v1 / 2008 R2
• New 2010 farm

• Pre-existing 2010 farm
Pre-existing 2010 Farm
• App Server

• SharePoint Admin Service account

• MS Data Access Engine 2010 Redist

• SQL Server 2008 R2 Setup in Admin mode
Pre-existing 2010 Farm
• Add Features

• New Installation NOT Add Features

• SQL Server PowerPivot for SharePoint

• HACK IT!
Pre-existing 2010 Farm
Pre-existing 2010 Farm – Hack Part
• ConfigurationFile.ini

• FARMADMINPORT

• Microsoft.AnalysisServices.SharePoint.Integration.dll

• http://bit.ly/PowerPivotDLL

• C:Program FilesMicrosoft SQL Server100Setup
  BootstrapSQLServer2008R2x64
Installing PowerPivot v2 / SQL 2012
The Code Behind the Build
# Open PowerShell library from: C:Program FilesMicrosoft SQL Server110ToolsPowerPivotToolsConfigurationToolResourcesConfigurePowerPivot.ps1

Add-SPSolution -LiteralPath 'C:Program FilesMicrosoft SQL Server110ToolsPowerPivotToolsConfigurationToolResourcesPowerPivotFarm.wsp'

Add-SPSolution -LiteralPath 'C:Program FilesMicrosoft SQL Server110ToolsPowerPivotToolsConfigurationToolResourcesPowerPivotWebApp.wsp'

DeployFarmSolution

DeployWebAppSolutionToCentralAdmin

Install-SPFeature -path PowerPivot

Install-SPFeature -path PowerPivotAdmin

Install-SPFeature -path PowerPivotSite

SetEngineServiceCredentials 'spfloggerb_powerpivotv2' $password; New-PowerPivotEngineServiceInstance -Provision:$true

New-PowerPivotSystemServiceInstance -Provision:$true
New-PowerPivotServiceApplication -ServiceApplicationName 'PowerPivot Service Application' -DatabaseServerName 'SQL2012' -DatabaseName 'PowerPivotServiceApplicationDB' -
AddToDefaultProxyGroup:$true;Set-PowerPivotSystemService -WorkbookUpgradeOnDataRefresh:$True -Confirm:$false

DeployWebAppSolution 'http://sp2010sp1/' 2047

EnableSiteFeatures 'http://sp2010sp1' $true

StartService "Microsoft.SharePoint.Administration.Claims.SPWindowsTokenServiceInstance"

UpdateSecureStoreMasterKey 'Secure Store Service Proxy' '********'

CreateUnattendedAccountForDataRefresh 'http://sp2010sp1' 'PowerPivotUnattendedAccount' 'PowerPivot Unattended Account for Data Refresh' 'SPFLOGGERb_spAdmin' $password

AddMSOLAP5AsECSTrustedProvider 'Excel Services Application'
SQL Server 2012 PowerPivot
• Builds upon V1 release in SQL Server 2008 R2

• New administrative capabilities
   – Lots of bug fixes
   – Default allocation algorithm changed to health-based rather than
     round-robin
   – Manage the amount of database caching done on the app servers
   – Database caching cleanup (based on inactivity)
   – Disable data refresh jobs if they are constantly failing, or if they
     succeed but are not being viewed
SQL Server 2012 PowerPivot
• A new setup experience
    – Rather than installing and configuring SharePoint directly, setup now just lays down
      the bits and there is a new standalone configuration wizard


• Capabilities:
   – Wizard has both a one-click “GO” option as well as a
     step-by-step experience
   – Existing farm steps integrated with the wizard
   – Individual steps can be scripted
   – History is directly integrated into the tool
   – Able to uninstall, upgrade, repair and patch separately
SQL Server Denali PowerPivot
• Important note: SharePoint SP1 is required
   – SQL Setup will issue a warning if SharePoint SP1 has not been
     installed when the PowerPivot bits are laid down. This gives you
     some time to upgrade to SP SP1.


   – However, if you still haven’t upgraded to SP1, by the time you get to
     run the PowerPivot configuration wizard, we will throw a fatal error
     and you will be blocked from configuring your SharePoint farm until
     you upgrade to SP1.
DEMO
• Some cool examples of PowerPivot in action.
Enabling PowerPivot & Power
           View
Issues using PowerPivot & OData
              Feeds


 Not on your local desktop!
Scaling out PowerPivot Installations
• Installation at the App tier
  – Requires SQL Server media
     • Install SQL PowerPivot for SharePoint
     • Requires separate install of SSRS
• Installation at the Web tier
  – Does not require SQL Server media
     • Reporting Services Add-in for SharePoint Products is
       shipped as a web downloadable add-in
        – http://www.microsoft.com/download/en/details.aspx?amp;a
          mp;displaylang=en&id=29068
Check your Loopback settings!
In the end, it’s all about perspective
Special announcements
• New book coming for SharePoint and SQL
  Server 2012 Business Intelligence:
Handy Reference Information
• Useful Links
       • http://www.sharepointlonghorn.com – Jase’s blog
            – @sharepointlhorn
            – jase@sharepointlonghorn.com
            – http://aurl.to/v - THE Authoratative SharePoint Versions and Downloads list
       • http://www.cjvandyk.com/blog - Corne’s blog
            – @cjvandyk
            – c@crayveon.com

• Microsoft References
   – Power View Demos
       • http://blogs.msdn.com/b/oneclickbi/archive/2011/12/27/more-demos-of-power-view-
         available.aspx
• Download links
       • http://powerpivotgeek.com
            – Dave Wickert & Lee Graber (Microsoft Product Team Members)
                 » Best exclusively PowerPivot blog around
       • http://spflogger.codeplex.com
            – Its not PowerPivot, but its wicked cool so check it out!

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Heavy Metal PowerPivot Remastered - Experts Conference

  • 1. Heavy Metal PowerPivot ReMastered Jason Himmelstein & Cornelius J. van Dyk
  • 2. • SharePoint Practice Director, Sentri Inc. • Microsoft vTSP – virtual Technology Solutions Professional • SharePoint Foundation Logger (http://spflogger.codeplex.com) • Web: www.sentri.com • Blog: www.sharepointlonghorn.com • Twitter: @sharepointlhorn • LinkedIn: www.linkedin.com/in/jasonhimmelstein
  • 3. • Chief Architect, Crayveon Corporation • 7 time MVP, MCITP, MCTS • Blog: www.cjvandyk.com/blog • Twitter: @cjvandyk • LinkedIn: http://www.linkedin.com/in/cjvandyk
  • 4. • Architecture • Installation • SharePoint & PowerPivot • PowerPivot in Action (demo time)
  • 5.
  • 6. Changes in Terminology Codename Denali SQL Server 2012 Project Crescent Power View Project Juneau SQL Server Data Tools Veritpaq Engine xVelocity In-Memory Analytics Engine Vertipaq for PowerPivot xVelocity for Business Intelligence
  • 7. How does it work?
  • 8. Microsoft Business Intelligence Most Broadly adopted Productivity & SharePoint SharePoint Excel PowerPivot Collaboration Tools Dashboards & Collaboration Workbooks Applications Scorecards Analysis Reporting Services Services Most widely deployed EIM & BI Platform Integration Master Data Services Services LOB Odata Apps Feeds
  • 9. ANALYSIS SERVICES ARCHITECTURE Internet Explorer SharePoint SQL Server Data Tools Power View Excel Services Reporting Services PowerPivot for xlsx Excel Analysis Services PowerPivot for SharePoint (Analysis Services) Excel BI Semantic Model xlsx Third Party Apps Personal BI Team BI Corporate BI
  • 10. POWERPIVOT FOR SHAREPOINT Server, Services, and Components SharePoint Farm c2wts/proxy c2wts SQL Server WFE App Content Excel Calculation Client Excel Web Access Services MSOLAP Excel Services Application Proxy TCP MSOLAP Driver HTTP Channel Excel Web Service PowerPivot Service Application Proxy Excel Calc Services PowerPivot System Service PowerPivot Web Analysis Services in Excel Services Service VertiPaq Mode PowerPivot Services Data sources
  • 11. POWERPIVOT FOR SHAREPOINT Rendering the PowerPivot Workbook SharePoint Farm c2wts SQL Server WFE App Content Excel Calculation Client Excel Web Access Services MSOLAP Excel Services Application Proxy Channel Excel Web Service PowerPivot Service Application Proxy Excel Calc Services PowerPivot System Service PowerPivot Web Analysis Services in Service VertiPaq Mode Data sources
  • 12. POWERPIVOT FOR SHAREPOINT Rendering the PowerPivot Workbook SharePoint Farm c2wts SQL Server WFE App Content Excel Calculation Client Excel Web Access Services MSOLAP c:Program Excel Services Files...OLAPBacku Application Proxy p Channel Excel Web Service PowerPivot Service Application Proxy Excel Calc Services PowerPivot System Service PowerPivot Web Analysis Services in Service VertiPaq Mode Data sources
  • 13. POWERPIVOT FOR SHAREPOINT PowerPivot does NOT require Kerberos SharePoint Farm c2wts SQL Server WFE App Content Excel Calculation Client Excel Web Access Services MSOLAP Excel Services Application Proxy Channel Excel Web Service PowerPivot Service Application Proxy Excel Calc Services PowerPivot System Service PowerPivot Web Analysis Services in Service VertiPaq Mode Data sources
  • 14. POWERPIVOT FOR SHAREPOINT Server Action SharePoint Farm c2wts SQL Server WFE App Content Excel Calculation Client Excel Web Access Services MSOLAP Excel Services Application Proxy Channel Excel Web Service PowerPivot Service Application Proxy Excel Calc Services PowerPivot System Service PowerPivot Web Analysis Services in Service VertiPaq Mode Data sources
  • 16. POWERPIVOT FOR SHAREPOINT Server Action > c2wts SharePoint Farm c2wts WFE App Excel Calculation Client Excel Web Access Content Services MSOLAP Excel Services Application Proxy Channel Excel Web Service PowerPivot Service Application Proxy Excel Calc Services PowerPivot System Service PowerPivot Web Analysis Services in Service VertiPaq Mode Data sources
  • 17. POWERPIVOT FOR SHAREPOINT Server Action SharePoint Farm WFE App Client Content c:Program Files...OLAPBacku p ImageLoad Data sources
  • 18. POWERPIVOT FOR SHAREPOINT Load Balancing SharePoint Farm By default, set to round-robin App1 App2 health allocation Testing notes that BP to set to health-based allocation Uses more resources than round-robin BUT, pro-actively evicts unnecessary VertiPaq dBs when under memory pressure
  • 19.
  • 20. Installing PowerPivot • PowerPivot v1 for SQL 2008 R2 – New 2010 farm – Pre-existing 2010 farm • PowerPivot v2 for SQL 2012 – Stand alone install – Wizard driven – PowerShell
  • 22. Installing PowerPivot v1 / 2008 R2 • New 2010 farm • Pre-existing 2010 farm
  • 23. Pre-existing 2010 Farm • App Server • SharePoint Admin Service account • MS Data Access Engine 2010 Redist • SQL Server 2008 R2 Setup in Admin mode
  • 24. Pre-existing 2010 Farm • Add Features • New Installation NOT Add Features • SQL Server PowerPivot for SharePoint • HACK IT!
  • 26. Pre-existing 2010 Farm – Hack Part • ConfigurationFile.ini • FARMADMINPORT • Microsoft.AnalysisServices.SharePoint.Integration.dll • http://bit.ly/PowerPivotDLL • C:Program FilesMicrosoft SQL Server100Setup BootstrapSQLServer2008R2x64
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  • 54.
  • 55.
  • 56. The Code Behind the Build # Open PowerShell library from: C:Program FilesMicrosoft SQL Server110ToolsPowerPivotToolsConfigurationToolResourcesConfigurePowerPivot.ps1 Add-SPSolution -LiteralPath 'C:Program FilesMicrosoft SQL Server110ToolsPowerPivotToolsConfigurationToolResourcesPowerPivotFarm.wsp' Add-SPSolution -LiteralPath 'C:Program FilesMicrosoft SQL Server110ToolsPowerPivotToolsConfigurationToolResourcesPowerPivotWebApp.wsp' DeployFarmSolution DeployWebAppSolutionToCentralAdmin Install-SPFeature -path PowerPivot Install-SPFeature -path PowerPivotAdmin Install-SPFeature -path PowerPivotSite SetEngineServiceCredentials 'spfloggerb_powerpivotv2' $password; New-PowerPivotEngineServiceInstance -Provision:$true New-PowerPivotSystemServiceInstance -Provision:$true New-PowerPivotServiceApplication -ServiceApplicationName 'PowerPivot Service Application' -DatabaseServerName 'SQL2012' -DatabaseName 'PowerPivotServiceApplicationDB' - AddToDefaultProxyGroup:$true;Set-PowerPivotSystemService -WorkbookUpgradeOnDataRefresh:$True -Confirm:$false DeployWebAppSolution 'http://sp2010sp1/' 2047 EnableSiteFeatures 'http://sp2010sp1' $true StartService "Microsoft.SharePoint.Administration.Claims.SPWindowsTokenServiceInstance" UpdateSecureStoreMasterKey 'Secure Store Service Proxy' '********' CreateUnattendedAccountForDataRefresh 'http://sp2010sp1' 'PowerPivotUnattendedAccount' 'PowerPivot Unattended Account for Data Refresh' 'SPFLOGGERb_spAdmin' $password AddMSOLAP5AsECSTrustedProvider 'Excel Services Application'
  • 57.
  • 58.
  • 59. SQL Server 2012 PowerPivot • Builds upon V1 release in SQL Server 2008 R2 • New administrative capabilities – Lots of bug fixes – Default allocation algorithm changed to health-based rather than round-robin – Manage the amount of database caching done on the app servers – Database caching cleanup (based on inactivity) – Disable data refresh jobs if they are constantly failing, or if they succeed but are not being viewed
  • 60. SQL Server 2012 PowerPivot • A new setup experience – Rather than installing and configuring SharePoint directly, setup now just lays down the bits and there is a new standalone configuration wizard • Capabilities: – Wizard has both a one-click “GO” option as well as a step-by-step experience – Existing farm steps integrated with the wizard – Individual steps can be scripted – History is directly integrated into the tool – Able to uninstall, upgrade, repair and patch separately
  • 61. SQL Server Denali PowerPivot • Important note: SharePoint SP1 is required – SQL Setup will issue a warning if SharePoint SP1 has not been installed when the PowerPivot bits are laid down. This gives you some time to upgrade to SP SP1. – However, if you still haven’t upgraded to SP1, by the time you get to run the PowerPivot configuration wizard, we will throw a fatal error and you will be blocked from configuring your SharePoint farm until you upgrade to SP1.
  • 62. DEMO • Some cool examples of PowerPivot in action.
  • 63. Enabling PowerPivot & Power View
  • 64. Issues using PowerPivot & OData Feeds Not on your local desktop!
  • 65. Scaling out PowerPivot Installations • Installation at the App tier – Requires SQL Server media • Install SQL PowerPivot for SharePoint • Requires separate install of SSRS • Installation at the Web tier – Does not require SQL Server media • Reporting Services Add-in for SharePoint Products is shipped as a web downloadable add-in – http://www.microsoft.com/download/en/details.aspx?amp;a mp;displaylang=en&id=29068
  • 66.
  • 67. Check your Loopback settings!
  • 68. In the end, it’s all about perspective
  • 69. Special announcements • New book coming for SharePoint and SQL Server 2012 Business Intelligence:
  • 70. Handy Reference Information • Useful Links • http://www.sharepointlonghorn.com – Jase’s blog – @sharepointlhorn – jase@sharepointlonghorn.com – http://aurl.to/v - THE Authoratative SharePoint Versions and Downloads list • http://www.cjvandyk.com/blog - Corne’s blog – @cjvandyk – c@crayveon.com • Microsoft References – Power View Demos • http://blogs.msdn.com/b/oneclickbi/archive/2011/12/27/more-demos-of-power-view- available.aspx • Download links • http://powerpivotgeek.com – Dave Wickert & Lee Graber (Microsoft Product Team Members) » Best exclusively PowerPivot blog around • http://spflogger.codeplex.com – Its not PowerPivot, but its wicked cool so check it out!