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Configure Excel Services (Monitoring Server)

PerformancePoint Server 2007

Updated: 2009-09-03

In Microsoft Office, you can publish an Excel workbook to Excel Services, which enables the workbook to be a data source for a PerformancePoint Dashboard Designer. This section explains how Excel Services must be configured in Microsoft Office SharePoint Server 2007. To learn more about planning Excel Services security, see Plan Excel Services security (http://go.microsoft.com/fwlink/?LinkId=108752&clcid=0x409). To learn more about how to create an Excel Services report in Dashboard Designer, see Create an Excel Services report by using PerformancePoint Dashboard Designer.

NoteNote:

Excel 2007 will not work as a data source if PerformancePoint Dashboard Designer is installed on a 64- bit operating system.

Three settings must be configured for Excel Services to enable your users to publish a workbook.

Setting Description

Excel Services unattended service account

A low-permissions account that Excel Calculation Services can impersonate when establishing a data connection. The account uses single sign-on (SSO) credentials from an environment that is not Windows-based, or None, as the authentication method. None is another authentication method for Excel Services deployment.

NoteNote:

This setting is a requirement only for servers that do not have Kerberos enabled. If you have Kerberos enabled, you can skip this setting and proceed to "Excel Services Trusted File Locations."

Excel Services Trusted File Locations

Determines who can act as an author for workbooks that are available under Excel Services. The trusted locations can be designated as SharePoint locations, UNC paths, or HTTP paths. Excel Services loads workbooks only from directory paths that the administrator designates.

Excel Services Trusted Data Connection Libraries

SharePoint document libraries that contain Office data connection (.odc) files. The .odc files are used to centrally manage connections to external data sources.

This article gives procedures for configuring Excel Services.

Configure the settings for the Excel Services unattended service account

  1. Click Start, point to Administrative Tools, and then click SharePoint 3.0 Central Administration.

  2. On the Central Administration home page, click Shared Services Administration.

  3. On the Manage this Farm's Shared Services page, click SharedServices1 (Default). This is the Shared Services Provider (SSP) that you will configure.

  4. On the Shared Services Administration page, click Edit Excel Services Settings under Excel Services Settings.

  5. Next to External Data, enter the Unattended Service account information. Type the same domain and user name that you used to configure the Single Sign-On service. Make sure that you use an account that has limited Write permissions.

Add a trusted file location

  1. Click Start, point to Administrative Tools, and then click SharePoint 3.0 Central Administration.

  2. On the Central Administration home page, click Application Management.

  3. On the Application Management page, in the Office SharePoint Server 2007 Shared Services section, click Create or Configure this Farm's Shared Services.

  4. On the Manage this Farm's Shared Services page, click SharedServices1 (Default). This is the Shared Services Provider (SSP) that you will configure.

  5. On the Shared Services home page, in the Excel Services Settings section, click Trusted file locations.

  6. On the Excel Services Trusted File Locations page, click Add Trusted File Location.

  7. In the Address section, type the location and name of the SharePoint Office SharePoint Server 2007 document library that you want to add as a trusted file location in Excel Services. If the document library is stored in the Microsoft Windows SharePoint Services 3.0 content database, ensure that Windows SharePoint Services 3.0 is selected as the Location Type.

  8. In the External Data section, select the type of data connections that you will allow workbooks in this trusted file location to contain and click OK.

Add a trusted data connection library

  1. Click Start, point to Administrative Tools, and then click SharePoint 3.0 Central Administration.

  2. From the Administrative Tools, open the SharePoint Central Administration Web application.

  3. On the Central Administration home page, click Application Management.

  4. On the Application Management page, in the Office SharePoint Server 2007 Shared Services section, click Create or Configure this Farm’s Shared Services.

  5. On the Manage this Farm’s Shared Services page, click SharedServices1 (Default). This is the Shared Services Provider (SSP) that you will configure.

  6. On the Shared Services home page, in the Excel Services Settings section, click Trusted data connection libraries.

  7. On the Excel Services Trusted Data Connection Libraries page, click Add Trusted Data Connection Library.

  8. Type the address of the data connection library that you want to configure as a trusted data connection library and click OK.

See Also

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