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Default Configuration for PowerPivot for SharePoint

SQL Server 2008 R2

This topic describes the services and applications that are created and configured on SharePoint when you use the New Server installation option in SQL Server Setup to install PowerPivot for SharePoint.

The New Server installation option installs and configures a ready-to-use server, including configuration for SharePoint. The default configuration is sufficient for many deployment scenarios. If no interoperability issues or performance problems are detected, you can use the PowerPivot server system exactly as Setup configures it.

This topic contains the following sections:

Basic System Requirements for the Installation

Database Engine

Analysis Services in SharePoint Integrated Mode

SharePoint Configuration Database and Essential Services

Default Web Application and Root Site Collection

Claims to Windows Token Service

PowerPivot Solution Deployment

Excel Services Provisioning

Secure Store Service Provisioning and Data Refresh Configuration

PowerPivot System Service Provisioning

Usage Data Collection

Before you install PowerPivot for SharePoint using the New Server option, the computer must meet the requirements described below:

  • All of the SharePoint prerequisites have been installed and configured through the PrerequisiteInstaller.exe program on the SharePoint installation media.

  • All SharePoint program files have been installed through Setup.exe on the SharePoint installation media.

  • The SharePoint server has not been configured. This means that you did not run the SharePoint Configuration program (PSConfig.exe) prior to running SQL Server Setup using the New Server installation option. In order for New Server installation to work, SQL Server Setup must perform the configuration tasks for you. For more information, see Install PowerPivot for SharePoint on a New SharePoint Server.

Choosing the New Server installation option adds the Database Engine to your deployment. Later, when SQL Server Setup configures SharePoint, it will use the local Database Engine to create the configuration, service application, and content databases.

The credentials used to provision the service are collected during SQL Server Setup. The person who runs SQL Server Setup should also be the Database Engine system administrator. The person must have selected the Add Current User option during setup to acquire the necessary permissions.

SQL Server Setup installs Analysis Services service in SharePoint integrated mode as a PowerPivot named instance. The credentials used to provision the service are specified during SQL Server Setup.

The person who runs SQL Server Setup should also be the Analysis Services system administrator. This person must have selected the Add Current User option during setup to acquire the necessary permissions. In addition, the service identity of the PowerPivot service application that connects to the Analysis Services instance must have Analysis Services system administrative permissions. These permissions are granted during setup using the New Server installation option, or when you create the PowerPivot service application manually in SharePoint Central Administration.

For more information about SharePoint integrated mode, see Analysis Services in SharePoint integrated mode (PowerPivot for SharePoint).

To configure a default configuration of PowerPivot for SharePoint, SQL Server Setup runs Psconfig.exe in the background to create the configuration database and enable required services, including the Microsoft SharePoint Foundation Workflow Timer Service, the Microsoft SharePoint Foundation Web Application service, and the Central Administration service. The credentials of the farm account are collected during SQL Server Setup, and the farm account is used to provision the services. The person who runs SQL Server Setup becomes the farm administrator.

A default SharePoint Web application is created and configured. The web application is configured to use classic-mode authentication, as required by PowerPivot for SharePoint.

A root site collection is also created. The application runs as the farm account. The person who runs SQL Server Setup becomes the primary site collection administrator.

SQL Server Setup deploys the PowerPivotWebApp solution to the default Web application, and activates the PowerPivot feature for the root site collection.

The application and site collection use SharePoint default values.

In a default installation, a PowerPivot Gallery library is created automatically. For more information about this library, see Manage PowerPivot Gallery.

SQL Server Setup starts the Claims to Windows Token Service. This allows Excel Services to forward authenticated requests to the PowerPivot System Service.

For more information about how this service is configured, see PowerShell Configuration Script (PowerPivot for SharePoint) or Install PowerPivot for SharePoint on an Existing SharePoint Server.

SQL Server Setup deploys a global solution package (powerpivotfarm.wsp) and an application level solution (powerpivotwebapp.wsp) to the default web application. The solutions add configuration and application pages and program files to the Web front-end and Central Administration. For more information about when and how to deploy these solutions, see Deploy PowerPivot Solutions.

SQL Server Setup activates Excel Services and creates a service application. The service application runs as the farm account. The service is added to the default service connection list. A trusted file location is enabled and configured for accessing workbooks in the default Web application.

The service is configured to use default values, with the exception of these Trusted File Locations properties:

  • Maximum Workbook Size is set to 50 megabytes. This aligns the upper limit for maximum workbook size to the default maximum file upload size for web applications.

  • Allow External data is set to 'Trusted data connection libraries and embedded' to allow data connections to be processed using the embedded connection strings within the workbook file. This value is required.

  • Warn on Data Refresh is turned off to allow thumbnails in PowerPivot Gallery. If you choose to turn this feature back on, be sure to add PowerPivot Gallery to trusted locations. For more information, see Create a trusted location for PowerPivot sites.

Secure Store Service is used in server-side data refresh operations that retrieve newer data for PowerPivot workbooks published to SharePoint. SQL Server Setup activates Secure Store Service, creates a service application, and generates a master key. The service application runs as the farm account. The service is added to the default service connection list. To enable data refresh, Setup also creates an unattended PowerPivot data refresh account to support scheduled data refresh. In a default installation, the unattended PowerPivot data refresh account also runs as the farm account. For more information about how to change this account, see Configure and Use the PowerPivot Unattended Data Refresh Account.

SQL Server Setup activates PowerPivot feature integration for the root site collection and creates a PowerPivot service application. The service is added to the default group of service connections. Initially, the service application will run as the farm account. You can change this later in SharePoint Central Administration.

The application pool identity of the PowerPivot System Service has system administrator permissions on the local Analysis Services instance. These permissions are necessary for issuing data load and unload requests to the Analysis Services instance.

PowerPivot for SharePoint uses the SharePoint usage data collection infrastructure to gather information about PowerPivot usage throughout the farm. Although usage data is always part of a SharePoint installation, it must be enabled before it can be used. SQL Server Setup enables usage data collection during a New Server install.

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