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Install SQL Server BI Features with SharePoint (PowerPivot and Reporting Services)

Analysis Services and Reporting Services can be integrated with a Microsoft SharePoint farm to enable Business Intelligence (BI) features in SharePoint. The features include PowerPivot for SharePoint, Power View, and Reporting Services. PowerPivot for SharePoint is used for PowerPivot data access in a SharePoint farm. PowerPivot for SharePoint is the data engine for workbooks created in PowerPivot for Excel and accessed from a SharePoint library. Once you save a PowerPivot workbook to SharePoint, you can use it as a data source for Power View reports.

Some of the installation and configuration steps required for SharePoint 2010 are different than the steps required for SharePoint 2013. Some of the topics in this section apply to both versions of SharePoint.

Applies to: SharePoint 2013 | SharePoint 2010

 

note For the current release notes, see SQL server 2014 Release Notes.

In this topic:

This section summarizes the different levels of BI features you can choose to install and configure.

Excel Services in SharePoint 2013 includes data model functionality to enable interaction with a PowerPivot workbook in the browser. For basic data model functionality you do not need to deploy the PowerPivot for SharePoint 2013 add-in into the farm. You only need to install an Analysis Services server in SharePoint mode and register the server within the Excel Services Data Model settings.

Deploying the PowerPivot for SharePoint 2013 add-in enables additional functionality and features in your SharePoint farm. The additional features include PowerPivot Gallery, Schedule Data Refresh, and the PowerPivot Management Dashboard. See the table for additional information.

Level

Features

Install or Configure

1

SharePoint Only

Native Excel Services Features

Excel Services and other services included with SharePoint Server 2013.

2

SharePoint with Analysis Services in SharePoint Mode

Interactive PowerPivot workbooks in the browser

  • Install Analysis Services in SharePoint mode.

  • Register Analysis Services Server in Excel Services.

3

SharePoint with Reporting Services in SharePoint Mode

Power View

4

All PowerPivot Features

  • Access to workbooks as a data source from outside the farm.

  • Schedule Data refresh.

  • PowerPivot Gallery.

  • Management Dashboard.

  • BISM link file content type.

Deploy PowerPivot for SharePoint 2013 add-in (spPowerPivot.msi). For more information, see the following:

For additional information on enabling Analysis Services features, see The SQL Server BI Light-Up Story for SharePoint 2013 (http://blogs.msdn.com/b/analysisservices/archive/2012/07/27/introducing-the-bi-light-up-story-for-sharepoint-2013.aspx).

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If you want to use both PowerPivot for SharePoint and Reporting Services, run SQL Server Installation Wizard twice. Reporting Services and PowerPivot are separate choices on the Setup Role page of the SQL Server setup wizard.

PowerPivot for SharePoint supports both SharePoint 2010 and SharePoint 2013; however a different architecture and installation process is used depending on the version of SharePoint.

The following is a summary of the installation steps to deploy SQL Server 2014 BI Features on a single server:

PowerPivot for SharePoint 2013

For SharePoint 2013, the PowerPivot for SharePoint installation can be run on a server that does not have a SharePoint product installed. The PowerPivot architecture used for SharePoint 2013, runs outside the SharePoint farm and can either be installed on a server that also contains a SharePoint installation or it can be installed a server that does NOT contains a SharePoint installation.

  1. Install SharePoint Server 2013 and enable Excel Services.

  2. Install Analysis Services in SharePoint mode, and grant the SharePoint farm and services accounts server administrator rights in Analysis Services.

    For both versions of SharePoint, the PowerPivot installation process starts by selecting the setup role of SQL Server PowerPivot for SharePoint in the SQL Server Installation wizard or use a SQL Server command prompt installation.

      

    Setup Role

      

  3. For SharePoint 2013, you can extend the PowerPivot features and experience. Download and run spPowerPivot.msi to add server-side data refresh processing, collaboration, and management support for PowerPivot workbook. For more information, see Microsoft SQL Server 2014 PowerPivot for Microsoft® SharePoint.

    Run the PowerPivot for SharePoint 2013 installation package spPowerPivot.msi on each server in the SharePoint farm to ensure the correct version of the data providers are installed.

  4. To configure PowerPivot for SharePoint 2013, use PowerPivot for SharePoint 2013 Configuration tool.

    The SQL Server installation wizard installs two PowerPivot Configurations tools. One of the configuration tools supports SharePoint 2013 and the other tool supports SharePoint 2010.

    two powerpivot configuratoin tools
  5. Configure Excel Services in SharePoint Server 2013 to use the Analysis Services instance. For more information, see the section “Configure Basic Analysis Services SharePoint Integration” in PowerPivot for SharePoint 2013 Installation.and Manage Excel Services data model settings (SharePoint Server 2013) (http://technet.microsoft.com/en-us/library/jj219780.aspx).

  6. For more information, see PowerPivot for SharePoint 2013 Installation.

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PowerPivot for SharePoint 2010

For SharePoint 2010, it is required that the PowerPivot for SharePoint Installation is run on a server that already has SharePoint 2010 installed or will be installed. The PowerPivot architecture for SharePoint 2010 runs inside the farm and requires SharePoint on the server that PowerPivot for SharePoint is installed.

  1. Install Analysis Services in SharePoint mode, and grant the SharePoint farm and services accounts server administrator rights in Analysis Services.

    A SharePoint 2010 deployment does not support spPowerPivot.msi, and the .msi is not required with SharePoint 2010.

    For both versions of SharePoint, the PowerPivot installation process starts by selecting the setup role of SQL Server PowerPivot for SharePoint in the SQL Server Installation wizard or use a SQL Server command prompt installation.

  2. The SQL Server installation wizard installs two PowerPivot Configurations tools. One of the configuration tools supports SharePoint 2013 and the other tool supports SharePoint 2010.

    To configure PowerPivot for SharePoint 2010, use the PowerPivot Configuration Tool .

  3. For more information, see PowerPivot for SharePoint 2010 Installation.

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Reporting Services for SharePoint 2010 and 2013

  1. The installation for Reporting Services in SharePoint mode is unchanged from the previous release.

    The Reporting Services installation steps for SharePoint 2010 and SharePoint 2013 are very similar. Important notes regarding SharePoint versions are:

    1. Install Reporting Services in SharePoint mode. Reporting Services SharePoint Mode Installation (SharePoint 2010 and SharePoint 2013) and Install Reporting Services SharePoint Mode for SharePoint 2010.

    2. Install the Reporting Services add-in for SharePoint products (rsSharePoint.msi). See Install or Uninstall the Reporting Services Add-in for SharePoint (SharePoint 2010 and SharePoint 2013). For the current version of the Reporting Services add-in for SharePoint, see Where to find the Reporting Services add-in for SharePoint Products (SharePoint 2010 and SharePoint 2013).

    3. Configure the Reporting Services SharePoint service and at least one Reporting Services service application. For more information, see the section “Create a Reporting Services Service Application” in Install Reporting Services SharePoint Mode for SharePoint 2013.

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SharePoint 2013 does not support in-place upgrade. However database-attach upgrade is supported.

If you have an existing PowerPivot installation integrated with SharePoint 2010, you cannot in-place upgrade the SharePoint server. However, you can complete the following steps as part of a SharePoint database-attach upgrade:

  1. Install a new SharePoint Server 2013 farm.

  2. Complete a SharePoint database-attach upgrade, and migrate your PowerPivot related content databases to the SharePoint 2013 farm.

  3. Install an instance of SQL Server Analysis Services in SharePoint mode and grant the SharePoint farm and services accounts, server administrator rights in Analysis Services.

  4. Install the PowerPivot for SharePoint 2013 installation package spPowerPivot.msi on each server in the SharePoint farm.

  5. In SharePoint 2013 Central Administration, configure Excel Services to use the Analysis Services server running in SharePoint mode created in step 3.

    To migrate refresh schedules, configure the PowerPivot service application.

Note Note

For more information on PowerPivot and SharePoint database-attach upgrade, see the following:

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