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Exposing Business Intelligence with SharePoint 2010 Ivan Sanders SharePoint MVP Developer, EvangelistDimension Solutions ivan@dimension-si.com
Agenda Configuration of SharePoint 2010 Business Intelligence (BI) Primer BI Tools in SharePoint 2010 Excel Services Visio Services PerformancePoint Services Reporting Services Putting it all Together QA
Common SharePoint Issues
Codeplex SharePoint 2010  AutoSPInstaller Search.StandardMasterPageAdapter.wsp SharePointManager SharePointSolutionInstaller
Preparing the SharePoint 2010 Environment demo
Business Intelligence (BI) Primer
Business Intelligence  What is Business Intelligence? Analytics OLAP Data Mining Benchmarking Reporting Information decision makers need in order to make effective business critical decisions.
BI Tools in SharePoint 2010
Microsoft SharePoint 2010 The business collaboration platform for the enterprise and the web
All other things being equal, more usage, as measured by number of page views & searches reflects more satisfied users.
Excel Services
What is Excel Services? Real-time, interactive, end-user BI reporting tool Displays all or targeted elements of Excel workbooks through the browser Extends Excel capabilities such as external data connectivity and Excel based modeling to the browser Application Development platform for building data-centric applications Automate workbooks via Web Services API Provide highly interactive application via JSOM Easily distribute Excel content via REST
http://server/_vti_bin/ExcelRest.aspx/Shared%20Documents/File.xlsx/Model/Ranges(‘Sheet!A1’) Name of the file as you would access it in SharePoint Path inside the workbook. Handler – the ASPX that handles all Excel Services REST requests REST Syntax
Excel Services Demo
Visio services
Visio Services Key Features
Visio Services features Rendering Browser-agnostic Full Fidelity rendering using  Down-level experience in PNG Visual Refresh of Data Diagrams Refresh data connected diagrams to: Supports Kerberos, SSO & Unattended Auth. Automatic refresh OLEDB ODBC SP Lists SQL Excel
Visio Services, At a Glance“Data-Driven Diagrams in SharePoint” 1 hour later… Top Features: ,[object Object]
Diagrams viewable in the browser
Diagrams created once only
Diagrams containing data graphics are refreshable
Diagrams give data context and improve insights into the state of a systemData Source
Visio Services demo
PerformancePoint Services
PerformancePoint Services Context-driven dashboards across systems Provides transparency and accountability Interactive access using browser Can be created/updated by power-users/professionals
Designing PPS Applications Dashboard designer used to create content ClickOnce application launched from browser Manages content directly in SharePoint Lists for content, data sources, dashboards
PPS Content in the Browser Business users view content in the browser Stored as Web Part pages Web Part connections used to relate content Ex. Item choice in a scorecard updates reports
Visual Data Exploration Decomposition trees allow data exploration New in SharePoint 2010 Available by right clicking data in browser Analyze -> Decomposition Tree Allows filteringxpanding across dimensions Allows faster and more relevant visualization of data
PerformancePoint demo
SQL Server 2008 R2Reporting Services & PowerPivot Reporting services Does not ship with SharePoint 2010 Reporting Services Web Parts can be installed as add-on to SharePoint Used to create professional reports for BI apps Includes reports builder for modifying reports PowerPivot Used either for client or server side excel files Makes it possible to work with an extremely large scale of data from multiple, heterogeneous data sources at one time
Reporting Services demo
What are Dashboards? Visual displays of information needed to achieve one or more objectives* Single-Screen display of information Should answer fundamental questions Alert the user to issues or problems Operational, Performance, Personal
What are Scorecards? Elements of a dashboard Align strategies and organizational goals Measure and manage Key Performance Indicators (KPI) Modeled after the business, not the data
BI Center Site Template Evolution of the Reporting Center template Predefined lists for PPS, Excel Services Starting point for BI BI functionalities can be also used in other sites as well
BI Indexing Connector Add-in to FAST Search Server for SharePoint Query and Crawl XLSX/XSLM and RDL reports (2005 and higher) Improve relevance and search across all documents Dedicated Reports tab
SharePoint 2010 BI Web Parts Simple web parts that provide visualization Quick summary of data Can access multiple data sources Fixed Values Lists and External Lists Excel Services SQL Analysis Services Other Web Parts Lists and External Lists  Excel Services
Putting it All Togther demo
Summary Codeplex Business Intelligence (BI) Primer BI Tools in SharePoint 2010 Excel Services Visio Services PerformancePoint Services Reporting Services Putting it all Together with Dashboards
Don’t Forget SharePint!! Join us at 6:30 pm at TheDaily Pint for a free drink, kindly provided by Rackspace! A great opportunity to network with other SharePoint Professionals! Please complete your Speaker Evaluation and turn it in before you leave. Drop off at the Community table or at the Cafeteria before closing.
Ivan Sanders SharePoint MVP Developer, EvangelistDimension Solutions ivan@dimension-si.com Hyatt San Diego Manchester – SAN DIEGO, CA Day 2 - May 3rd          Creating Business Intelligence Solutions using SharePoint 2010 Day 2 - May 3rd          Overview of Enterprise Content Management in SharePoint 2010 Day 2 - May 3rd          Migrating SharePoint 2007 Solutions to SharePoint 2010   Grand Hyatt San Francisco – SAN FRANCISCO, CA Day 2 - May 10th         Creating Business Intelligence Solutions using SharePoint 2010 Day 2 - May 10th         Migrating SharePoint 2007 Solutions to SharePoint 2010   Starting next month I will be on SharePoint ShopTalk every other Thursday Don’t forget to register for the SharePoint Conference 2011 in Anaheim 10/03 – 10/-06 http://www.mssharepointconference.com/Pages/default.aspx
Who can you trust?? The blogs I trust through all of the noise. Maurice Prather	http://www.bluedoglimited.com/default.aspx Andrew Connell	http://www.andrewconnell.com/blog Spence Harbarhttp://www.harbar.net Jim Duncan Heather Solomon	http://www.heathersolomon.com/blog Todd Klindthttp://www.toddklindt.com/default.aspx Todd Baginskihttp://www.toddbaginski.com/blog Todd Bleekerhttp://bit.ly/edlSm5Jan Tielenshttp://weblogs.asp.net/jan Patrick Tisseghemhttp://www.u2u.info/Blogs/Patrick/default.aspx WictorWilenhttp://www.wictorwilen.se Ted Patissonhttp://blog.tedpattison.net/default.aspx Lars Fastruphttp://www.fastrup.net CarstenKeutmannhttp://keutmann.blogspot.com Keith Richie	http://blog.krichie.com Bill Baer		http://blogs.technet.com/b/wbaer
Thanks to  Our Sponsors
Performance Addendum
Top Performance killers
Top Performance Killers Search  Search uses SQL in a very I/O intensive fashion.  It is sensitive to I/O latencies on the TempDB and the Query and Crawl file groups.  One of the more difficult and time consuming jobs for a Search Administrator is to schedule the Crawls so they are not over lapping while keeping Search results fresh Indexing/Crawling  Crawling and indexing a large volume of information, documents, and Web pages requires a large amount of computer processing. The crawl process also consumes network and other resources. The SharePoint environment must be configured properly and monitored, to ensure that the crawling and indexing process does not adversely affect the service available to users. For example, content is usually crawled and indexed during off-peak hours when servers are underused in order to maintain peak-hour services for users.  Applications that may be crawling content in your production environment   Coveo Full and Incremental crawls to enable search  Newsgator to Update all of the colleague information and RSS feeds  DocAve for Reporting on and Performing SharePoint Management tasks  WSS Search indexes the Help information provided with SharePoint SharePoint Profile Import  syncs people profile Office Search Full and Incremental updates Coveo would replace  
Top Performance Killers Profile Import  Profile imports are used with NGES to sync your AD user details to provide access to your feed subscriptions and with SharePoint to sync your AD user details with your SharePoint User Profile Large List Operations  Having large lists by itself is not necessarily a performance issue. When SharePoint Server renders the many items in those lists, that can cause spikes in render times and database blocking. One way to mitigate large lists is to use subfolders and create a hierarchical structure where each folder or subfolder has no more than 3,000 items.  Identify large lists and work with the owners of the sites and lists to archive items or pursue other mitigation strategies Heavy User Operation List Import/Write  Another scenario of users having power they don’t realize.  Importing large lists using excel or synchronizing an access db. In SQL there’s little difference between these types of user operations.  Backup (SQL & Tape)  Serious CPU and write disk I/O performance hit. SQL Litespeed or SQL 2008 backup with compression all help to lessen the performance hit.
SharePoint Performance
Database Performance Database Volumes Separate database volumes into unique LUN’s consisting of unique physical disk spindles. Prioritize data among faster disks with ranking: SQL TempDB data files Database transaction log files Search database Content databases In a heavily read-oriented portal site, prioritize data over logs. Separate out Search database transaction log from content database transaction logs.
Database Performance SQL TempDB Data Files Recommended practice is that the number of data files allocated for TempDB should be equal to number of core CPU’s in SQL Server. TempDB data file sizes should be consistent across all data files. TempDB data files should be spread across unique LUN’s and separated from Content DB, Search DB, etc… TempDB Log file separated to unique LUN. Optimal TempDB data file sizes can be calculated using the following formula: [MAX DB SIZE (KB)] X [.25] / [# CORES] = DATA FILE SIZE (KB) Calculation result (starting size) should be roughly equal to 25% of the largest content or search DB. Use RAID 10; separate LUN from other database objects (content, search, etc…). “Autogrow” feature set to a fixed amount; if auto grow occurs, permanently increase TempDB size.
Database Performance Content Databases 100 content databases per Web application 100GB per content database CAUTION: Major DB locking issues reported in collaborative DM scenarios above 100GB Need to ensure that you understand the issues based on number of users, usage profiles, etc… Service Level Agreement (SLA) requirements for backup and restore will also have an impact on this decision. KnowledgeLake Lab testing demonstrated SharePoint performance was NOT impacted by utilizing larger DB sizes; tests included content DB sizes that were 100GB, 150GB, 200GB, 250GB, 300GB and 350GB.
Database Performance Content Databases - Continued Pre-construct and pre-size Script generation of empty database objects “Autogrow” feature on Use RAID 5 or RAID 10 logical units RAID 10 is the best choice when cost is not a concern.  RAID 5 will be sufficient and will save on costs, since content databases tend to be more read intensive than write intensive. Multi-core computer running SQL Server Primary file group could consist of a data file for each CPU core present in SQL Server.  Move each data file to separate logical units consisting of unique physical disk spindles.
Database Performance Search Database Pre-construct and pre-size Script generation of empty database objects “Autogrow” feature on Use RAID 10 logical units Should be a requirement for large-scale systems Search database is extremely read/write intensive Multi-core computer running SQL Server Primary file group could consist of a data file for each CPU core present in SQL Server.  Move each data file to separate logical units consisting of unique physical disk spindles.
Database Performance Search Database Search database is VERY read/write intensive! Do not place any other database data files on any logical unit where search database files reside. If possible, try to ensure that the RAID 10 logical units for the search database data files do not share their physical spindles with other databases. Place the search database log files on an independent logical unit.

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SharePoint Saturday Los Angeles 2011 SharePoint 2010 as The Business Intelligence Platform

  • 1.
  • 2. Exposing Business Intelligence with SharePoint 2010 Ivan Sanders SharePoint MVP Developer, EvangelistDimension Solutions ivan@dimension-si.com
  • 3. Agenda Configuration of SharePoint 2010 Business Intelligence (BI) Primer BI Tools in SharePoint 2010 Excel Services Visio Services PerformancePoint Services Reporting Services Putting it all Together QA
  • 5. Codeplex SharePoint 2010 AutoSPInstaller Search.StandardMasterPageAdapter.wsp SharePointManager SharePointSolutionInstaller
  • 6. Preparing the SharePoint 2010 Environment demo
  • 8. Business Intelligence What is Business Intelligence? Analytics OLAP Data Mining Benchmarking Reporting Information decision makers need in order to make effective business critical decisions.
  • 9. BI Tools in SharePoint 2010
  • 10. Microsoft SharePoint 2010 The business collaboration platform for the enterprise and the web
  • 11. All other things being equal, more usage, as measured by number of page views & searches reflects more satisfied users.
  • 13. What is Excel Services? Real-time, interactive, end-user BI reporting tool Displays all or targeted elements of Excel workbooks through the browser Extends Excel capabilities such as external data connectivity and Excel based modeling to the browser Application Development platform for building data-centric applications Automate workbooks via Web Services API Provide highly interactive application via JSOM Easily distribute Excel content via REST
  • 14. http://server/_vti_bin/ExcelRest.aspx/Shared%20Documents/File.xlsx/Model/Ranges(‘Sheet!A1’) Name of the file as you would access it in SharePoint Path inside the workbook. Handler – the ASPX that handles all Excel Services REST requests REST Syntax
  • 17. Visio Services Key Features
  • 18. Visio Services features Rendering Browser-agnostic Full Fidelity rendering using Down-level experience in PNG Visual Refresh of Data Diagrams Refresh data connected diagrams to: Supports Kerberos, SSO & Unattended Auth. Automatic refresh OLEDB ODBC SP Lists SQL Excel
  • 19.
  • 20. Diagrams viewable in the browser
  • 22. Diagrams containing data graphics are refreshable
  • 23. Diagrams give data context and improve insights into the state of a systemData Source
  • 26. PerformancePoint Services Context-driven dashboards across systems Provides transparency and accountability Interactive access using browser Can be created/updated by power-users/professionals
  • 27. Designing PPS Applications Dashboard designer used to create content ClickOnce application launched from browser Manages content directly in SharePoint Lists for content, data sources, dashboards
  • 28. PPS Content in the Browser Business users view content in the browser Stored as Web Part pages Web Part connections used to relate content Ex. Item choice in a scorecard updates reports
  • 29. Visual Data Exploration Decomposition trees allow data exploration New in SharePoint 2010 Available by right clicking data in browser Analyze -> Decomposition Tree Allows filteringxpanding across dimensions Allows faster and more relevant visualization of data
  • 31. SQL Server 2008 R2Reporting Services & PowerPivot Reporting services Does not ship with SharePoint 2010 Reporting Services Web Parts can be installed as add-on to SharePoint Used to create professional reports for BI apps Includes reports builder for modifying reports PowerPivot Used either for client or server side excel files Makes it possible to work with an extremely large scale of data from multiple, heterogeneous data sources at one time
  • 33. What are Dashboards? Visual displays of information needed to achieve one or more objectives* Single-Screen display of information Should answer fundamental questions Alert the user to issues or problems Operational, Performance, Personal
  • 34. What are Scorecards? Elements of a dashboard Align strategies and organizational goals Measure and manage Key Performance Indicators (KPI) Modeled after the business, not the data
  • 35. BI Center Site Template Evolution of the Reporting Center template Predefined lists for PPS, Excel Services Starting point for BI BI functionalities can be also used in other sites as well
  • 36. BI Indexing Connector Add-in to FAST Search Server for SharePoint Query and Crawl XLSX/XSLM and RDL reports (2005 and higher) Improve relevance and search across all documents Dedicated Reports tab
  • 37. SharePoint 2010 BI Web Parts Simple web parts that provide visualization Quick summary of data Can access multiple data sources Fixed Values Lists and External Lists Excel Services SQL Analysis Services Other Web Parts Lists and External Lists Excel Services
  • 38. Putting it All Togther demo
  • 39. Summary Codeplex Business Intelligence (BI) Primer BI Tools in SharePoint 2010 Excel Services Visio Services PerformancePoint Services Reporting Services Putting it all Together with Dashboards
  • 40.
  • 41. Don’t Forget SharePint!! Join us at 6:30 pm at TheDaily Pint for a free drink, kindly provided by Rackspace! A great opportunity to network with other SharePoint Professionals! Please complete your Speaker Evaluation and turn it in before you leave. Drop off at the Community table or at the Cafeteria before closing.
  • 42. Ivan Sanders SharePoint MVP Developer, EvangelistDimension Solutions ivan@dimension-si.com Hyatt San Diego Manchester – SAN DIEGO, CA Day 2 - May 3rd          Creating Business Intelligence Solutions using SharePoint 2010 Day 2 - May 3rd          Overview of Enterprise Content Management in SharePoint 2010 Day 2 - May 3rd          Migrating SharePoint 2007 Solutions to SharePoint 2010   Grand Hyatt San Francisco – SAN FRANCISCO, CA Day 2 - May 10th         Creating Business Intelligence Solutions using SharePoint 2010 Day 2 - May 10th         Migrating SharePoint 2007 Solutions to SharePoint 2010   Starting next month I will be on SharePoint ShopTalk every other Thursday Don’t forget to register for the SharePoint Conference 2011 in Anaheim 10/03 – 10/-06 http://www.mssharepointconference.com/Pages/default.aspx
  • 43. Who can you trust?? The blogs I trust through all of the noise. Maurice Prather http://www.bluedoglimited.com/default.aspx Andrew Connell http://www.andrewconnell.com/blog Spence Harbarhttp://www.harbar.net Jim Duncan Heather Solomon http://www.heathersolomon.com/blog Todd Klindthttp://www.toddklindt.com/default.aspx Todd Baginskihttp://www.toddbaginski.com/blog Todd Bleekerhttp://bit.ly/edlSm5Jan Tielenshttp://weblogs.asp.net/jan Patrick Tisseghemhttp://www.u2u.info/Blogs/Patrick/default.aspx WictorWilenhttp://www.wictorwilen.se Ted Patissonhttp://blog.tedpattison.net/default.aspx Lars Fastruphttp://www.fastrup.net CarstenKeutmannhttp://keutmann.blogspot.com Keith Richie http://blog.krichie.com Bill Baer http://blogs.technet.com/b/wbaer
  • 44. Thanks to Our Sponsors
  • 47. Top Performance Killers Search Search uses SQL in a very I/O intensive fashion. It is sensitive to I/O latencies on the TempDB and the Query and Crawl file groups. One of the more difficult and time consuming jobs for a Search Administrator is to schedule the Crawls so they are not over lapping while keeping Search results fresh Indexing/Crawling Crawling and indexing a large volume of information, documents, and Web pages requires a large amount of computer processing. The crawl process also consumes network and other resources. The SharePoint environment must be configured properly and monitored, to ensure that the crawling and indexing process does not adversely affect the service available to users. For example, content is usually crawled and indexed during off-peak hours when servers are underused in order to maintain peak-hour services for users. Applications that may be crawling content in your production environment Coveo Full and Incremental crawls to enable search Newsgator to Update all of the colleague information and RSS feeds DocAve for Reporting on and Performing SharePoint Management tasks WSS Search indexes the Help information provided with SharePoint SharePoint Profile Import syncs people profile Office Search Full and Incremental updates Coveo would replace  
  • 48. Top Performance Killers Profile Import Profile imports are used with NGES to sync your AD user details to provide access to your feed subscriptions and with SharePoint to sync your AD user details with your SharePoint User Profile Large List Operations Having large lists by itself is not necessarily a performance issue. When SharePoint Server renders the many items in those lists, that can cause spikes in render times and database blocking. One way to mitigate large lists is to use subfolders and create a hierarchical structure where each folder or subfolder has no more than 3,000 items. Identify large lists and work with the owners of the sites and lists to archive items or pursue other mitigation strategies Heavy User Operation List Import/Write Another scenario of users having power they don’t realize.  Importing large lists using excel or synchronizing an access db. In SQL there’s little difference between these types of user operations.  Backup (SQL & Tape) Serious CPU and write disk I/O performance hit. SQL Litespeed or SQL 2008 backup with compression all help to lessen the performance hit.
  • 50. Database Performance Database Volumes Separate database volumes into unique LUN’s consisting of unique physical disk spindles. Prioritize data among faster disks with ranking: SQL TempDB data files Database transaction log files Search database Content databases In a heavily read-oriented portal site, prioritize data over logs. Separate out Search database transaction log from content database transaction logs.
  • 51. Database Performance SQL TempDB Data Files Recommended practice is that the number of data files allocated for TempDB should be equal to number of core CPU’s in SQL Server. TempDB data file sizes should be consistent across all data files. TempDB data files should be spread across unique LUN’s and separated from Content DB, Search DB, etc… TempDB Log file separated to unique LUN. Optimal TempDB data file sizes can be calculated using the following formula: [MAX DB SIZE (KB)] X [.25] / [# CORES] = DATA FILE SIZE (KB) Calculation result (starting size) should be roughly equal to 25% of the largest content or search DB. Use RAID 10; separate LUN from other database objects (content, search, etc…). “Autogrow” feature set to a fixed amount; if auto grow occurs, permanently increase TempDB size.
  • 52. Database Performance Content Databases 100 content databases per Web application 100GB per content database CAUTION: Major DB locking issues reported in collaborative DM scenarios above 100GB Need to ensure that you understand the issues based on number of users, usage profiles, etc… Service Level Agreement (SLA) requirements for backup and restore will also have an impact on this decision. KnowledgeLake Lab testing demonstrated SharePoint performance was NOT impacted by utilizing larger DB sizes; tests included content DB sizes that were 100GB, 150GB, 200GB, 250GB, 300GB and 350GB.
  • 53. Database Performance Content Databases - Continued Pre-construct and pre-size Script generation of empty database objects “Autogrow” feature on Use RAID 5 or RAID 10 logical units RAID 10 is the best choice when cost is not a concern. RAID 5 will be sufficient and will save on costs, since content databases tend to be more read intensive than write intensive. Multi-core computer running SQL Server Primary file group could consist of a data file for each CPU core present in SQL Server. Move each data file to separate logical units consisting of unique physical disk spindles.
  • 54. Database Performance Search Database Pre-construct and pre-size Script generation of empty database objects “Autogrow” feature on Use RAID 10 logical units Should be a requirement for large-scale systems Search database is extremely read/write intensive Multi-core computer running SQL Server Primary file group could consist of a data file for each CPU core present in SQL Server. Move each data file to separate logical units consisting of unique physical disk spindles.
  • 55. Database Performance Search Database Search database is VERY read/write intensive! Do not place any other database data files on any logical unit where search database files reside. If possible, try to ensure that the RAID 10 logical units for the search database data files do not share their physical spindles with other databases. Place the search database log files on an independent logical unit.
  • 56. Database Performance Database Maintenance Physical Volume File Fragmentation: Defragment your physical volumes on a regular schedule for increased performance! LUN’s need to be 20-50% larger than the data stored on them allow for effective defragmentation of the data files. Performance Monitor Counters to watch: Average Disk Queue Length Single Digit values are optimal. Occasional double-digit values aren’t a large concern. Sustained triple-digit values require attention.
  • 57. Page Performance Minimize HTTP Requests 80% of the end-user response time is spent on the front-end. Most of this time is tied up in downloading all the components in the page: images, stylesheets, scripts, Flash, etc. Reducing the number of components in turn reduces the number of HTTP requests required to render the page. This is the key to faster pages. For static components: implement "Never expire" policy by setting far future Expires header Avoid Redirects Redirects are accomplished using the 301 and 302 status codes. Here’s an example of the HTTP headers in a 301 response: Optimize Images After a designer is done with creating the images for your web page, there are still some things you can try before you uploading the images to your web server Avoid Empty Image src Image with empty string src attribute occurs more than one will expect.
  • 58. What's on the Flash drive Extras
  • 59. Extras SharePoint 2007 SharePointSolutionInstaller WSPBuilder KerberosBuddy SharePoint Sushi SharePointManager2007 / 2010 SPViewPermissionSetting.wsp 2007 Office SDK1.5 SQL Scripts SharePoint 2010 AutoSPInstaller 2010 Documentation BusinessIntelligenceLabs 2010 Tips and tricks SQL Scripts npp.5.8.6 Search.StandardMasterPageAdapter.wsp

Notes de l'éditeur

  1. THIS SHOULD BE YOUR SECOND TO LAST SLIDE – Encourage everyone to attend and remind them that the Daily Pint is just a few blocks up Pico from SMC (North East)
  2. THIS SHOULD BE YOUR LAST SLIDE – Please ensure to leave this on as people are walking out and you’re wrapping things up. Thanks so much!