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Test Lab Guide: Create a Business Intelligence Baseline Environment

SharePoint 2013

Published: January 8, 2013

Summary: Create a Business Intelligence Center in a test lab environment.

Applies to:  SharePoint Server 2013 Enterprise 

This article explains how to create a Business Intelligence Center in a test lab that is based on the Configure SharePoint Server 2013 Preview in a Three-Tier Farm test lab guide.

Important Important:

This scenario applies only to Microsoft TechNet Test Lab Guides.

The Business Intelligence Center gives you a central location to store items, such as reports and dashboards. When you enable Excel Services and PerformancePoint Services, you will already have a location to store reports and dashboard content.

Important Important:

Creating the Business Intelligence Center does not automatically enable the use of any of the business intelligence tools including PerformancePoint Services, Visio Graphics Service and Excel Services. This includes not being able to view or use the Excel Services samples or launch PerformancePoint Services Dashboard Designer. After you finish creating your BI Center, configure the services you need. These features will then be activated on your BI Center.

In this article:

Scenario overview

This test lab guide explains how to create and configure the Business Intelligence Center. This includes:

  • Create a Business Intelligence Center

  • Set Permissions on the Business Intelligence Center

Before you begin

Before starting, make sure you have completed the steps in Test Lab Guide: Configure SharePoint Server 2013 in a Three-Tier Farm, including the prerequisite test lab guides discussed in that document. This test lab uses the three-tier infrastructure that is created in the Configure SharePoint Server 2013 in a Three-Tier Farm test lab guide.

Configure accounts

To configure SharePoint Server 2013 in a server farm environment, there are several domain accounts needed to provide the most optimal and secure configuration. This article describes how to create accounts and groups at the domain level for use in the remaining configuration steps in this series of articles.

Account Domain account

Client user account

CORP\John.Woods

Client user account

CORP\Susan.Burk

Client user account

CORP\Cindy.White

Client user account

CORP\David.Hamilton

Client user account

CORP\Jill.Frank

note Note:

Additional accounts will be created for SharePoint Server 2013 service applications and for data access as part of the other hands-on labs in this series.

Perform the following procedure for each account listed in the table. To create these accounts, you must be logged on to DC1 as CORP\administrator).

To create an Active Directory account

  1. Log onto DC1 as CORP\Administrator.

  2. Click Start, click Administrative Tools, and then click Active Directory Users and Computers.

  3. Expand the domain node.

  4. Right-click Users, click New, and then click User.

  5. For a user account (for example, John Woods or Susan Burk) type the first and last name in the First name and Last name text boxes. For a service account, leave these text boxes blank.

  6. In the Full name box, for service accounts, type the name of the account (for example, CORP\User1).

    note Note:

    This text box is automatically populated for user accounts when you specify the First name and Last name fields.

  7. In the User logon name box, type the logon name for the account. For service accounts, this is the same as Full name; for user accounts this should be in the format first.last (for example, Susan.Burk).

  8. Click Next.

  9. Type and confirm a password for the account.

  10. Clear the User must change password at next logon check box.

  11. Select the Password never expires check box.

  12. Click Next.

  13. Click Finish.

Leave Active Directory Users and Computers open for the next procedure.

Once you have created the user accounts listed in the previous table, you must create an Active Directory group to contain these accounts. These groups are used to grant access to the Business Intelligence Center that we will create later in this series of labs.

We will create the groups listed in the following table.

Group Description

BICenterRead

Provides Read access to the BI Center.

BICenterContribute

Provides Contribute access to the BI Center.

BICenterDesign

Provides Design access to the BI Center.

BICenterFullControl

Provides Full Control access to the BI Center.

Use the following procedure to create each Active Directory group.

To create an Active Directory group

  1. In Active Directory Users and Computers, right-click Users, click New, and then click Group.

  2. In the Group name text box, type the name of the group that you are creating from the previous table.

  3. Click OK.

Leave Active Directory Users and Computers open for the next procedure.

Once the groups have been created, you must add a user to each group, as specified in the following table.

Add this user To this group

CORP\John.Woods

BICenterRead

CORP\Susan.Burk

BICenterContribute

CORP\Cindy.White

BICenterDesign

CORP\David.Hamilton

BICenterFullControl

Use the following procedure to add the specified user to each group.

To add users to an Active Directory group

  1. In Active Directory Users and Computers, click Users.

  2. In the pane on the right side, double-click the group to which you want to add a user.

  3. On the Members tab, click Add.

  4. In the Enter the object names to select box, type the name of the user whom you want to add to the group (for example, CORP\john.woods for the BICenterRead group).

  5. Click OK.

  6. Confirm that the appropriate user is now listed on the Members tab, and then click OK.

Create a Business Intelligence Center

To create and configure a Business Intelligence Center, you first create a new site collection using the Business Intelligence Center site template. The Business Intelligence Center is a top-level site.

To create a Business Intelligence Center

  1. Log in to APP1 using the CORP\User1 account.

  2. Click Start, click All Programs, click Microsoft SharePoint 2013 Products, and then click SharePoint 2013 Central Administration.

  3. On the SharePoint Central Administration website home page, in the left navigation, click Application Management.

  4. In Application Management, click Create site collections.

  5. In the Title and Description section, in the Title box, type BI CENTER.

  6. In the Web Site Address section, type BICENTER in the box.

    The complete URL for this site collection is http://WFE1/sites/BICenter.

  7. In the Template Selection section, click the Enterprise tab, and then click Business Intelligence Center.

  8. In the Primary Site Collection Administrator section, type CORP\User1.

  9. Click OK.

  10. When the top-level site (Business Intelligence Center) is successfully created, click OK.

  11. Assign user permissions to the Business Intelligence Center.

Set permissions on the Business Intelligence Center

The next step is to assign user permissions to the Business Intelligence Center.

  1. Go to your Business Intelligence Center (http://WFE1/sites/BICenter).

  2. In the upper right corner, click Share.

  3. Click Site Settings.

  4. Click Site Permissions.

  5. In the ribbon, click Grant Permissions.

  6. In the Share ‘Central Administration’… Invite people to box, type the name of the account you want to which you wish to assign permissions.

  7. Click Show Options and select a group or permissions level.

  8. Click Share.

Repeat this for each account as needed. The following table is a simple example of organizing your accounts and permission settings for your BI Center.

Account Permissions

CORP\BICenterRead

Read

Read permissions enable users to view information in the Business Intelligence Center.

CORP\BICenterContribute

Contribute

Contribute permissions enable users to view and create items, such as reports, and save them to this site.

CORP\BICenterDesign

Design

Design permissions enable users to view, create, and publish items that include dashboards.

CORP\BICenterFullControl

Full Control

Full Control permissions enable users to view, create, and publish dashboard content, and to view or edit user permissions

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