PowerPivot for SharePoint Existing Farm Installation

SQL Server Technical Article

Writers: Leon Cyril, Dave Wickert, Denny Lee Technical Reviewers: Lee Graber, Jennifer Chu, Kathy MacDonald, Artur Pop, Heidi Steen

Published: September 2010 Applies to: SQL Server 2008 R2

Summary: PowerPivot for SharePoint enables the sharing and collaboration of BI solutions created by information workers in a Microsoft SharePoint Server 2010 environment. It also provides management tools that empower IT organizations. This white paper will guide you through the procedure involved in the installation and configuration of PowerPivot for SharePoint on an existing SharePoint 2010 farm.

Copyright
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Contents
Introduction .................................................................................................................................................. 4 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. I II III Install and configure DB Server ............................................................................................................. 5 Install SharePoint 2010 on your WFE.................................................................................................... 7 Configure your SharePoint farm ........................................................................................................... 8 Additional configuration steps - run the Farm Configuration wizard ................................................. 10 Install SharePoint 2010 on PowerPivotServer1 .................................................................................. 13 Add PowerPivotServer1 to your farm ................................................................................................. 14 Install and configure SharePoint Server 2010 on PowerPivotServer2 and PowerPivotServer3 ......... 15 Confirm farm setup ............................................................................................................................. 15 Run SQL Server setup in Existing Farm mode on PowerPivotServer1 .............................................. 16 Run Existing Farm setup on PowerPivotServer2 and PowerPivotServer3 ...................................... 18 Deploy the PowerPivotWebApp solution to web application (s) ................................................... 18 Create the PowerPivot Service application..................................................................................... 19 Activate the PowerPivot Feature Integration for Site Collections feature ..................................... 21 Stop Excel Calculation Services on the WFE ................................................................................... 22 Configure the Microsoft Claims to Windows Token Service........................................................... 22 Install data providers on the WF Es ................................................................................................ 23 Configure the PowerPivot unattended account (optional) ............................................................ 23 Install the Microsoft Access Database Engine 2010 Redistributable (optional) ............................. 26 Install ADO.NET Data Services 3.5 SP1 (Optional) .......................................................................... 26 Configure file size limits (optional) ................................................................................................. 26 Disable Warn on Refresh message .............................................................................................. 27 Configure Reporting Services on your farm (optional) ................................................................... 28 Install Reporting Services on the WFE ............................................................................................ 28 Configure your Reporting Services instance ................................................................................... 29 Integrate Reporting Services with SharePoint ................................................................................ 35

Additional thoughts .................................................................................................................................... 35 Conclusion ................................................................................................................................................... 36

Introduction
Use the information in this white paper to configure a PowerPivot server on a Microsoft SharePoint farm if either of the following is true: You already have a SharePoint 2010 farm installed and configured and you have identified the servers that you want to install PowerPivot on. Go directly to step 9 if this is the case. You want to set up a multi-server SharePoint 2010 farm and then install PowerPivot on the servers of your choice. You will be guided through the steps to create a farm that looks like the following. It should be relatively straightforward to adapt these instructions if your farm is slightly different.

Terminology: DB Server: The server that will host a Microsoft SQL Server relational engine instance for the SharePoint databases (such as Configuration and Content.). WFE (Web Front End): The server that will host the SharePoint Web Application Service. PowerPivotServers1, 2, and 3: Servers on which PowerPivot for SharePoint will be installed.

Prerequisites:

Before you get started with the installation, ensure that all the five servers are clean 64-bit machines with a minimum of Windows Server 2008 with Service Pack 2 (SP2) installed. You will also need a domain account to configure SharePoint.

1. Install and configure DB Server

In this step you will install a SQL Server database engine instance that will hold the SharePoint SQL Server databases (such as Configuration and Content) that are created when you install and configure SharePoint 2010. a. Launch SQL Server setup, select the Installation tab, and then click New features or add features to an existing installation. b. Enter the product key when prompted and navigate through setup, selecting the default settings, until you reach the Feature Selection page. c. Select the Database Engine Services and Management Tools check boxes, click Next, and then continue navigating through the default settings until you reach the Server Configuration page.

d. Enter service accounts for the SQL Server Agent and SQL Server Database Engine services, click Next, enter an administrative account for your Database Engine Service, and then continue to navigate through setup.

e. To begin installation, on the Ready to Install page, click Install. f. After your installation completes successfully, launch SQL Server Configuration Manager, Click Start, point to All Programs, Microsoft SQL Server 2008 R2, and Configuration Tools. Click SQL Native Client 10.0 Configuration, click Client Protocols, and then ensure that Named Pipes and TCP/IP are enabled. Also, click SQL Server Network Configuration, click Protocols for MSSQLSERVER, and then make sure that Named Pipes and TCP/IP are enabled. You need to restart your Engine service for any changes you make in this step to take effect.

g. Open the servers firewall ports for SQL Server access. In this case, this is port 1433. To do this: If you are running Windows Server 2008 SP2: Click Start, click Run, and then type firewall.cpl. Click Allow a program through Windows firewall. You will find an option to add a port there If you are running Windows Server 2008 R2: Click Start, point to Administrative Tools, and then click Windows Firewall with Advanced Security and add both an inbound and an outbound rule for TCP port 1433. For more information, see How to: Configure a Firewall for Database Engine Access (http://msdn.microsoft.com/en-us/library/ms175043.aspx).

2. Install SharePoint 2010 on your WFE

a. Double-click PrerequisiteInstaller.exe from your SharePoint Server 2010 setup location to launch the SharePoint 2010 Products Preparation Tool. Note that you will need network connectivity to run PrerequisiteInstaller.exe. b. After the preparation tool completes successfully, launch Setup.exe. c. Enter a product key, accept the terms and conditions, and then click Continue. d. Click Server Farm, and then click Next.

e. On the Server Type tab, click Complete, and then click Install Now.

3. Configure your SharePoint farm

a. Important: After the installation is complete, a message appears, asking whether you want to run the Configuration Wizard. Do run this. Leave the Run the SharePoint Products Configuration Wizard now check box selected, and then click Close. b. On the Welcome page, click Next. When a message that looks like the following screenshot appears, click Yes.

c. On the Connect to a server farm page, click Create a new server farm, and then click Next.

d. On the Specify Configuration Database Settings page, specify the machine name of the database server and the Windows account used to access the database. This must be the domain account used to install SQL Server.

e. On the Specify Farm Security Settings page, type a passphrase that meets the minimum requirements of your organization. (Important: Make a note of this passphrase, because you will need it to add machines to your farm.)

f.

On the Configure SharePoint Central Administration Web Application page, accept the default port, or specify a port number of your choice. Leave the default security settings (NTLM), and then click Next.

g. On the Completing the SharePoint Products and Technologies Configuration Wizard page, click Next to start the configuration process. h. Click Finish to exit the wizard.

4. Additional configuration steps - run the Farm Configuration wizard

In this step you will run the Farm Configuration Wizard to configure the default web application and the site collection for your farm. You will also provision Excel Services and Secure Store Service, which are required by PowerPivot. 10

a. Click Start the Wizard when you are prompted to configure your SharePoint farm. (To open the Central Administration website, click Start, point to All Programs and Microsoft SharePoint 2010 Products, and then click SharePoint 2010 Central Administration. If you are not prompted to do so, point to Configuration Wizards, and then click Launch the Farm Configuration Wizard.)

b. Choose the service account that SharePoint will use to provision services. In this example, click Use existing managed account.

c. On the same page, you will need to choose the SharePoint services you want to run on your server. Excel Services Application and Secure Store Service are required to successfully configure PowerPivot on your server. Ensure that these two are selected, and then click Next. Note: If you have chosen many services, processing may take a long time to complete. Also, it is a good practice to install only the services you need to reduce the load on your server.

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d. After the services you selected are provisioned, you are prompted to create a new site collection. We recommend that you create one here. Under Title, type a name for your default site collection, and then click Next.

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e. Click Finish to complete your farm configuration. f. If you need to configure your firewall settings to allow the SharePoint Central Administration Web Application port number specified in step 3f, follow these steps: If you are running Windows Server 2008 SP2: Click Start, click Run, and then type firewall.cpl. Click Allow a program through Windows firewall. You will find an option to add a port there If you are running Windows Server 2008 R2: Click Start, point to Administrative Tools, click Windows Firewall with Advanced Security, and then add both an inbound rule and an outbound rule for this port. Set a key for the secure store service application that was created for you in 4c. To do this, click Start, point to All Programs, point to Microsoft SharePoint Products 2010, and then click SharePoint Central Administration. Click Application Management, click Manage Service Applications, click Secure Store Service, and then click Manage at the top of the page. At the top of the page, click Edit and then click Generate New Key. You will be prompted for a passphrase. (This passphrase is used to encrypt the credentials stored in the Secure Store database.) Type a passphrase, and then click OK. We strongly recommend that you not use the passphrase you specified in the Specify Farm Security Settings page in 3e.

g.

5. Install SharePoint 2010 on PowerPivotServer1

Repeat the installation of SharePoint 2010 on PowerPivotServer1 by following Step 2 and then going directly to step 6. Important: Do not repeat steps 3-4. 13

Note: These steps are for a three-tier SharePoint environment specific for an existing farm PowerPivot for SharePoint installation. For more information about deploying SharePoint 2010 and configuring other services for your SharePoint environment such as search, see Multiple servers for a three-tier farm (http://technet.microsoft.com/en-us/library/ee805948.aspx).

6. Add PowerPivotServer1 to your farm

a. After the installation in step 5 is complete, a message appears asking whether you want to run the Configuration Wizard. Leave the check box selected and click Close. b. On the Welcome page, click Next. c. On the Connect to a server farm page, click Connect to an existing server farm, and then click Next.

d. On the Specify Configuration Database Settings page, specify the machine name of the database server. The name of the configuration database is automatically retrieved when you click Retrieve Database Names.

e. On the Specify Farm Security Settings page, type in the passphrase you specified in step 3f. This action allows your server to join the farm you just created.

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f.

On the Completing the SharePoint Products Configuration Wizard page, click Next to start the configuration process. g. Click Finish, and then, when you are prompted, click Start the Wizard to configure your SharePoint farm. The farm configuration wizard automatically provisions all the services running on this farm on this server. h. Click Finish to exit the Farm Configuration Wizard.

7. Install and configure SharePoint Server 2010 on PowerPivotServer2 and PowerPivotServer3

Repeat steps 5 and 6 on PowerPivotServer1 and PowerPivotServer2.

8. Confirm farm setup

To view your farm configuration from any one of the servers, navigate to SharePoint Central Administration, click System Settings, and then click Manage servers in this farm. This screen displays the servers that are currently a part of the farm and the services that are running on server. 15

9. Run SQL Server setup in Existing Farm mode on PowerPivotServer1

a. Launch SQL Server setup, select the Installation tab and then click New features or add features to an existing installation. b. Enter the product key when prompted and navigate through setup, selecting the default settings, until you reach the Setup Role page. c. Click SQL Server PowerPivot for SharePoint, and then next to Add PowerPivot for SharePoint to, click Existing Farm. Click Next.

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d. On the Feature Selection page, click Next, and then continue navigating through the default settings until you reach the Server Configuration page. e. On the Server Configuration page, enter a service account for SQL Server Analysis Services, and then click Next.

f.

On the Analysis Services Configuration page, enter an administrative account for Analysis Services, and then continue to navigate through setup.

g. On the Ready to Install page, click Install to begin installation.

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10. Run Existing Farm setup on PowerPivotServer2 and PowerPivotServer3

Repeat step 9 on PowerPivotServer2 and PowerPivotServer3.

11. (s)

Deploy the PowerPivotWebApp solution to web application

PowerPivotWebApp.wsp is an application-level solution that is used to deploy PowerPivot binaries to specific SharePoint web applications. You will need to deploy this solution to the web applications that will host PowerPivot workbooks.

a. On the WFE, open the Central Administration application. (Click Start, point to All Programs, point to Microsoft SharePoint 2010 Products, and then click SharePoint 2010 Central Administration.) b. Click System Settings, Manage Farm Solutions, PowerPivotWebApp.wsp, and Deploy solution. c. Choose the web application that you want to use to deploy PowerPivot, and then click OK. (Note that this solution may already be deployed to the Central Administration web application by SQL Server setup. You will still need to deploy this solution to the default web application (that is, the web site with which your users will interact http://powerpivot520).

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12.

Create the PowerPivot Service application

a. On the WFE, open the Central Administration website. (Click Start, point to All Programs, point to Microsoft SharePoint 2010 Products, and then click SharePoint 2010 Central Administration.) b. Click Application Management, Manage Service Applications, New, and SQL Server Analysis Services Mid-Tier Service.

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c. Create a new application pool, and then select a security account for the application pool. While you can use an existing application pool such as Web Services Default, consider creating a new application pool; in a new application pool, PowerPivot is separated from other web services like Excel Services and Secure Store Service, enabling different service accounts for each service, because the service accounts function at the application pool level.

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d. Select the Add the proxy for this PowerPivot service application to the default proxy group check box if it is not selected, and then click OK.

13. Activate the PowerPivot Feature Integration for Site Collections feature
a. Open your default website (http://wfe). Click Site Actions, Site Settings, Site collection Administration, and Site collection features. b. Next to PowerPivot Feature Integration for Site Collections, click Activate.

After you click Activate, Deactivate and Active buttons appear.

c. Repeat this step on all other site collections (if any) that you want to host PowerPivot on.

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14.

Stop Excel Calculation Services on the WFE

At this point, Excel Calculation Services (ECS) is running on the WFE and all three PowerPivot servers. We recommend that you stop ECS on the WFE so that your WFE is limited to rendering webpages. Click Central Administration, System Settings, and Manage Services on Server, and then stop Excel Calculation Services by clicking Stop under Action.

15.

Configure the Microsoft Claims to Windows Token Service

This needs to be configured on all the servers that are running Excel Calculation Services. In our current configuration this would be the PowerPivotServer1, PowerPivotServer2, and PowerPivotServer3. Click Central Administration, System Settings and Manage Services on Server, and then start the Claims to Windows token service by clicking Start under Action. Do this for three PowerPivot servers. (To select the server you want, at the top of the page, open the Server menu, and then click Change Server.)

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For more information about the Claims to Windows token service, see Help: the c2wts has fallen and it cannot get up (http://powerpivotgeek.com/2010/04/02/help-c2wts-has-fallen-and-it-cannot-getup/) on the PowerPivotGeek blog.

16.

Install data providers on the WFEs

On each WFE (that is, each machine on which you installed and configured SharePoint but did not run Analysis Services setup; in this case, this is the server named WFE), install the following: a. The SQL Server Analysis Services 10.0 OLE DB Provider (MSOLAP) from http://go.microsoft.com/fwlink/?LinkID=188445&clcid=0x409 b. Microsoft ADOMD.NET (ADOMD) for SQL Server 2008 R2 from http://go.microsoft.com/fwlink/?LinkID=188442&clcid=0x409

17.

Configure the PowerPivot unattended account (optional)

If you plan to allow users to use the PowerPivot Service account to schedule a data refresh, you will need to configure an unattended account. Note that for data refresh to work, you must ensure that the credential owner is the same for the SharePoint Farm account and the PowerPivot System Service account. Due to a known bug, if you select a different account, you receive an error when the data refresh attempts to access the stored credentials. To work around this bug, follow these steps:

a. Click Central Administration, Application Management, and Manage Service Applications. Select Secure Store Service, and then click Manage at the top of the page. b. On the ribbon at the top of the page, click New. c. On the Target Application Settings page, enter a name of your choice for the Target Application ID and the Display name fields, specify an email address, and then click OK.

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d. On the Credentials Field page, accept the default settings and then click OK.

e. On the Target Application Administrators page, enter a user account that has access to this Target Application. You can enter the account you are using to create the Target Application ID.

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f.

To return to the Manage page for the Secure Store Service Application, click OK. You should be able to see your Target Application ID on this page. g. To set the credentials for this application ID, select the ID check box for your ID and then on the ribbon at the top of the page, click Set. h. On the Set Credentials page, next to Credential Owner, type the name of the PowerPivot Service account (this is the account you specified as an Analysis Services administrator when you ran Analysis Services setup). Next to Windows User Name and password, type the credentials of a Target Application administrative account. This should be one of the user accounts you specified in step e or the farm administrative account. Note that the two accounts that you need to specify can be the same if the PowerPivot service account is also a Target Application administrative account for your application.

i. j.

Click Central Administration, General Application Settings, PowerPivot, and Configure service application settings, and then scroll down to the Data Refresh section. Enter the Target Application ID created in step c under PowerPivot Unattended Data Refresh Account, and then click OK.

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18. Install the Microsoft Access Database Engine 2010 Redistributable (optional)
The Microsoft Access Database Engine 2010 Redistributable must be installed if you want to schedule data refresh for workbooks that have Microsoft Access or Excel as their data source. You can install it from the following location: http://www.microsoft.com/downloads/details.aspx?familyid=C06B8369-60DD-4B64-A44B84B371EDE16D&displaylang=en

19.

Install ADO.NET Data Services 3.5 SP1 (Optional)

ADO.NET Data Services 3.5 with Service Pack 1 (SP1) must be installed if you want to enable the use of Atom data feeds that are published on your server as a PowerPivot data source. You can install it from the following locations: Windows Server 2008 R2: http://www.microsoft.com/downloads/details.aspx?familyid=79d7f6f8-d6e9-4b8c-864017f89452148e&displaylang=en

Windows Server 2008: http://www.microsoft.com/downloads/details.aspx?familyid=4B710B89-8576-46CF-A4BF331A9306D555&displaylang=en

20.

Configure file size limits (optional)

Out of the box, SharePoint enables you to upload files up to 50 MB in size, and Excel Services enables you to view files as large as 10 MB within a browser. If users will be publishing and interacting with larger files, you should change these settings. To increase Web Application limits: a. Click Central Administration, Application Management, and Manage Web Applications. b. Click SharePoint-80, and on the ribbon at the top of the page, click General Settings and then point to General Settings. c. Click on the Maximum Upload Size setting to the limit you want to set. (The maximum allowed by SharePoint is 2047 MB.)

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To increase Excel Services limits: a. Click Central Administration, Application Management, and Manage Service Applications. b. Click the name of your Excel Service Application, and then on the ribbon at the top of the page, click Manage. c. Click Trusted File Locations, and then on the following page, select your trusted location. (Typically, this is listed as http:// in the Address column) d. In the Workbook Properties area, under Maximum Workbook Size type 2000, and under Maximum Chart or Image Size, type 100.

21.

Disable Warn on Refresh message

Before you complete the Excel Services limit settings in step 20, you can disable the Warn on Refresh message. By default, Excel Services provides a warning message every time you perform a server action (for example, clicking on a slicer) for a PowerPivot workbook that is rendered by Excel Services. Within a PowerPivot for SharePoint New Server installation, this warning message is disabled, but within an existing farm installation, you must disable it manually by clearing the Refresh warning enabled check box.

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22.

Configure Reporting Services on your farm (optional)

Configuring Reporting Services in SharePoint integrated mode on your farm enables you to use Report Builder to create reports using PowerPivot workbooks that you have been published to a PowerPivot Gallery as data sources. After installation, you can design reports by entering the URL of the PowerPivot workbook as the server in your Report Builder or Report Designer data source. The underlying PowerPivot infrastructure makes the appropriate connection to the embedded PowerPivot database residing within the workbook. Follow these steps to install and configure a default instance of Reporting Services (MSSQLSERVER) on the WFE.

Install Reporting Services on the WFE

a. Launch SQL Server setup, click the Installation tab, and then click New installation or add features to an existing installation. b. Enter the product key when prompted and navigate through setup, selecting the default settings, until you reach the Feature Selection page. c. Select only the Reporting Services and Management Tools check boxes, click Next, and then continue navigating through the default settings until you reach the Server Configuration page.

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d. Enter a service account for SQL Server Reporting Services, click Next, and then continue navigating through setup, selecting the default settings on each page.

e. On the Ready to Install page, click Install to begin installation.

II

Configure your Reporting Services instance

a. Click Start, point to All Programs, point to Microsoft SQL Server 2008 R2, point to Configuration Tools, and then click Reporting Services Configuration Manager. b. In the Reporting Services Configuration Connection dialog box, enter the server name (machine name), enter the report server instance, and then click Connect.

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c. Under Connect, click Database, and then under Current Report Server Database, click Change Database.

d. Click Create a new report server database, and then click Next.

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e. Enter a valid database server instance name (that is, the machine and instance on which you want to host your report server database), and then click Next.

f.

Enter a database name of your choice, and then next to Report Server Mode, click SharePoint Integrated Mode. Click Next.

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g. Next to Authentication Type, select Windows Credentials, and then enter information about the account that will be used to connect to the report server database.

h. On the Summary page, click Next, and then after the configuration wizard completes, click Finish.

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i.

Under Connect, click Web Service URL, and then click Apply.

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Note: You should see the The URL was successfully reserved message at the bottom of the page. Important: Do not close this dialog box, because you will need the information it contains to complete the next step.

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III

Integrate Reporting Services with SharePoint

a. Open the SharePoint Central Administration Web site, click General Application Settings, and then click Reporting Services Integration. If this option is not available, open a command prompt window as administrator, navigate to the location you where you copied the SQL Server 2008 R2 Reporting Services Add-in for SharePoint, and then run rsSharePoint.msi. b. Next to Report Server Web Service URL, enter the Web service URL from the previous section. c. Next to Authentication Mode, ensure that Windows Authentication is selected, specify the account you want to use, and then click OK.

Additional thoughts
If you decide that you want to install multiple WFEs for your PowerPivot for SharePoint environment, we strongly recommend that you use a Network Load Balancer in front of the WFEs to ensure that web requests are load balanced. It is not necessary to install a NLB for Excel Services or PowerPivot, because both utilize load balancing algorithms within the context of the SharePoint application proxies.

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Conclusion
You should now have PowerPivot for SharePoint configured on your multi-server SharePoint 2010 farm. You can grant users permissions to your PowerPivot website and allow them to publish and share the BI solutions they create using PowerPivot for Excel. For more information: http://www.microsoft.com/sqlserver/: SQL Server Web site http://technet.microsoft.com/en-us/sqlserver/: SQL Server TechCenter http://msdn.microsoft.com/en-us/sqlserver/: SQL Server DevCenter Did this paper help you? Please give us your feedback. Tell us on a scale of 1 (poor) to 5 (excellent), how would you rate this paper and why have you given it this rating? For example: Are you rating it high due to having good examples, excellent screen shots, clear writing, or another reason? Are you rating it low due to poor examples, fuzzy screen shots, or unclear writing?

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