Configure PerformancePoint Services for a BI test environment

 

Applies to: SharePoint Server 2010, PerformancePoint Services

Important

This article is part of the Configuring a BI infrastructure: Hands-on labs series. To complete the steps in this article, you must first have completed:

PerformancePoint Services in Microsoft SharePoint Server 2010 is a performance-management service that you can use to monitor and analyze your business by using dashboards, scorecards, reports, and key performance indicators (KPIs).

Deploying PerformancePoint Services consists of the following steps:

  • Creating an Active Directory account for the application pool under which the PerformancePoint Services service application will run

  • Registering that account as a managed account in Microsoft SharePoint Server 2010

  • Starting the PerformancePoint Service

  • Creating a PerformancePoint Services service application

The first step in deploying PerformancePoint Services is to create an account in the Active Directory directory service to run the application pool for the PerformancePoint Services service application. Use the following procedure to create the account.

To create an account for the application pool

  1. Log in to Contoso-DC by using the Contoso\administrator account.

  2. On the Contoso-DC virtual machine, click Start, click Administrative Tools, and then click Active Directory Users and Computers.

  3. Expand the contoso.local node.

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

  5. In the Full name box and the User logon name box, type PPSAppPool.

  6. Click Next.

  7. In the Password and Confirm password boxes, type a password for the account.

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

  9. Select the Password never expires check box.

  10. Click Next.

  11. Click Finish.

  12. Log off Contoso-DC.

Once the Active Directory account has been created, it must be registered in SharePoint Server 2010 before it can be used to run an application pool. Use the following procedure to register the account.

To register a managed account

  1. Log on to Contoso-AppSrv by using the Contoso\FarmAdmin account.

  2. Click Start, click All Programs, click Microsoft SharePoint 2010 Products, and then click SharePoint 2010 Central Administration.

  3. On the SharePoint Central Administration Web site home page, in the left navigation, click Security.

  4. On the Security page, under General Security, click Configure managed accounts.

  5. On the Managed Accounts page, click Register Managed Account.

  6. In the User name box, type Contoso\PPSAppPool.

  7. In the Password box, type the password for the Contoso\PPSAppPool account.

  8. Click OK.

By default, the application pool account does not have the required access to the SharePoint content database. Access to this database is required by PerformancePoint Services. Use the following procedure to grant the required database access to the application pool account.

To grant content database access to the managed account

  1. On Contoso-AppSrv, click Start, click All Programs, click Microsoft SharePoint 2010 Products, right-click SharePoint 2010 Management Shell, and then click Run as Administrator.

  2. At the Windows PowerShell Command Prompt, type the following and press Enter after each line:

    $w = Get-SPWebApplication -identity http://contoso-appsrv
    $w.GrantAccessToProcessIdentity("Contoso\PPSAppPool")
    

Once you have granted database access to the application pool account, you must start the PerformancePoint Service. This is the SharePoint Server 2010 service that performs all processing and activities associated with PerformancePoint Services.

You must start this service on at least one application server. In a production environment, you would choose a server or servers on which to run the service, depending on your capacity requirements.

Use the following procedure to start the PerformancePoint Service.

To start the PerformancePoint Service

  1. On the Central Administration home page, under System Settings, click Manage services on server.

  2. Above the Service list, click the Server drop-down, and then click Change Server.

    Note that the application server, Contoso-AppSrv, is listed together with Contoso-SQL. In a farm that has multiple application servers, you would use this dialog box to select the server where you want to run Secure Store Service, and then start the service as shown later in this article.

  3. Click CONTOSO-APPSRV.

  4. In the Service list, click Start next to PerformancePoint Service.

Once the PerformancePoint Service has been started, you must create a PerformancePoint Services service application. Use the following procedure to create the service application.

To create a PerformancePoint Services service application

  1. On the Central Administration home page, under Application Management, click Manage service applications.

  2. On the Manage Service Applications page, click New, and then click PerformancePoint Service Application.

  3. In the Name section, type PerformancePoint Services in the box.

  4. Select the Add this service application’s proxy to the farm’s default proxy list check box.

  5. Select the Create new application pool option and type PPSAppPool in the Application pool name box.

  6. Select the Configurable option and, from the drop-down list, select CONTOSO\ppsapppool.

  7. Click Create.

  8. When the service application has been successfully created, click OK.

When you have completed all of the previous procedures, PerformancePoint Services is operational and ready to use. The next step is to configure security access to your data sources. The following lab covers configuring security access by using Secure Store Service: