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Plan for importing PerformancePoint Server 2007 dashboard content to SharePoint Server 2010

 

Applies to: SharePoint Server 2010

Topic Last Modified: 2011-08-25

To facilitate and simplify the process of importing dashboard content from Microsoft Office PerformancePoint Server 2007 into PerformancePoint Services in Microsoft SharePoint Server 2010, an import wizard is available. The data import wizard walks you through the process of importing your metadata: your dashboards, scorecards, data sources, KPIs, and so on. After the data import process is complete, you must "re-deploy" each individual dashboard.

noteNote
We recommend that you set up a clean SharePoint Server 2010 environment before running the Import Wizard.

When you are ready to run the wizard, see Import Wizard: PerformancePoint Server 2007 content to SharePoint Server 2010.

Not all report types that are supported in Microsoft Office PerformancePoint Server 2007 are supported in SharePoint Server 2010. The following types are not supported in SharePoint Server 2010 and therefore are not imported:

  • Trend Analysis Charts

  • Pivot Tables

  • Pivot Charts

  • Spreadsheets

PerformancePoint Services uses the SharePoint Server security model to control user access to various functionality and tasks. There are subtle yet significant changes in working with PerformancePoint Services in Microsoft SharePoint Server 2010 over Microsoft Office PerformancePoint Server 2007. In Microsoft Office PerformancePoint Server 2007, Monitoring Server has its own server and database that stored metadata and content. In Microsoft Office PerformancePoint Server 2007, security was applied globally at the server level and on each individual object.

In SharePoint Server 2010, the PerformancePoint metadata content is stored in SharePoint lists and document libraries. You therefore need to understand the differences between the assignment of permissions and roles between Microsoft Office PerformancePoint Server 2007 and SharePoint Server 2010.

noteNote
In Microsoft Office PerformancePoint Server 2007, the administrator on the server computer is automatically made an administrator in PerformancePoint. In SharePoint Server 2010, that individual is not automatically made an administrator. If needed, this assignment may be done manually.

PerformancePoint Services uses SharePoint Server authorization groups and permissions. As you plan how your users will use the service, review the primary SharePoint Server roles.

  • Farm Administrator:   In order to edit Dashboard items, this role needs at least contributor permissions on content lists (or list items) and data source libraries (or library items).

  • Site collection Administrator   In order to edit Dashboard items, this role needs at least contributor permissions on data source libraries (or library items) only.

  • Site Administrator or List/Document Library contributor:   In order to edit Dashboard items, this role needs at least contributor permissions on content lists (or list items) and data source libraries (or library items).

importantImportant
If any person or role is tasked with re-deploying Dashboards after they have been imported from Microsoft Office PerformancePoint Server 2007, that person or role must have at least Designer permissions.

We recommend as a best practice that you create new SharePoint groups (or leverage existing ones) to help organize your roles within PerformancePoint Services. If you establish clear permission groups by work role you can keep better control over who has access to what.

The four server roles that are available in Microsoft Office PerformancePoint Server 2007 loosely map to predefined roles in SharePoint Server 2010. In PerformancePoint Services, they are Admin, Power Reader, Data Source Manager, and Create. In addition, two additional roles of Editor and Reader at the individual item level are set within Dashboard Designer. The table below maps out how roles in PerformancePoint Server 2007 map to PerformancePoint Services in Microsoft SharePoint Server 2010.

importantImportant
Being an administrator on the server does not automatically add you as an administrator in PerformancePoint Services in Microsoft SharePoint Server 2010.

 

PerformancePoint Server 2007 role PerformancePoint Server 2007 Permissions PerformancePoint Services in Microsoft SharePoint Server 2010 role Comments

Admin

Edit any item and create new items

Contributor:   Data Content and Data Sources

Power Reader

Read any items (used for SDK processes)

Read:   Data Content and Data Sources

Data Source Manager

Create new items (data sources only)

Contributor:   Data Sources only

Creator

Create new items (except for data sources)

Contributor:   Data Content Only

Item Permissions

Editor

View, edit or delete the item

Contributor

Reader

View the item

Read

Another way of approaching access needs is to look at the permissions based on the tasks:

 

User task PerformancePoint Services in Microsoft SharePoint Server 2010 permissions required

Launch Dashboard Designer

None, other than being an authenticated user in SharePoint Server 2010

Create PerformancePoint dashboard items and save them to a SharePoint list or document library

Contributor

Perform all Contributor tasks plus publish PerformancePoint Dashboards

Designer

View PerformancePoint dashboards and use interactive features

Read

Manage user permissions for Dashboard items

Full Control (Site) or Site Collection Administrator

During the running of the import wizard, imported content such as dashboards and scorecards is placed in a single SharePoint list. Imported data sources are placed in a single document library for data sources.To make the import process go smoothly, set up a clean SharePoint Server 2010 environment. Review the steps below and gather the account user name and passwords required.

Establish data source security:   In PerformancePoint Server 2007, the security setting for data sources is stored in the Web.config file, located in C:\Program Files\Microsoft Office PerformancePoint Server\3.0\Monitoring\PPSMonitoring_1\WebService. In SharePoint Server 2010, the security is stored in each data source. Most PerformancePoint Server 2007 customers used "per-user identity" as their security method. If you are not certain how security was configured, examine your Web.config file (under the <appSettings> node.The three methods available in PerformancePoint Server 2007 are:

  • A single shared user account is used to access all data sources.

  • Per-user authentication (requires Kerberos delegation). In this case each user’s account is used to access all data sources. The value of the setting bpm.serverconnectionperuser in the Web.config file is set to "True".

  • Default authentication with user name in the connection string. This method uses a single shared user account to access all data sources, and the CustomerData connection string property is used to send the user name. If this method is used, the value of the setting bpm.UseASCustomData is set to "True".

Log on to the PerformancePoint Server 2007 content server:   Have your username and password ready, because the wizard prompts you for them.

Connect to the PerformancePoint Server 2007 content database:   During the initial PerformancePoint 2007 setup, the name of the database defaults to PPSMonitoring. If the database was renamed, select the name of the database where the content resides.

Choose a list to store the dashboard items:   KPIs, scorecards, reports, dashboards, filters, and indicators will be copied into the Dashboard Content list. Select a list that is empty. You must provide the name of the site collection, site, and list.

Choose a document library to store the data sources:   Data sources are copied into a document library. The document library you select must support the PerformancePoint Data Source content type. A default install of PerformancePoint Services for SharePoint Server 2010 will create a data source-specific document library that you can use. We recommend that you select an empty document library. The site collection will have the same name as the site collection you provided for Dashboard items.

Review the settings:   You will have an opportunity to review the settings you provided and edit them if necessary.

Review the import status:   The wizard processes the data content import and provides a status bar on the progress of importing the content. It lists all elements and database sources that have been imported. After the importing process is completed, the final Import results appear, with each imported item listed by category (Data Sources, KPIs, Scorecards, and so on) and with information about any issues or errors that were encountered. The results also specify whether data source names were changed in the event of duplicates.

When you are ready to run the wizard, see Import Wizard: PerformancePoint Server 2007 content to SharePoint Server 2010.

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