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Configure a Business Intelligence Center for a test environment

SharePoint 2010
 

Applies to: SharePoint Server 2010, PerformancePoint Services

Topic Last Modified: 2012-02-03

importantImportant
This article is part of the baseline setup for the Configuring a BI infrastructure: Hands-on labs series. To complete the steps in this article, you must first have completed Configure Secure Store Service for a BI test environment.

At this point, you have installed and configured Microsoft SharePoint Server 2010 but have not enabled certain services, such as Excel Services in Microsoft SharePoint Server 2010 or PerformancePoint Services in Microsoft SharePoint Server 2010. Those services enable robust business intelligence capabilities in SharePoint Server. However by using the baseline SharePoint Server environment that you previously configured, you do have certain capabilities that are available to you. For example, you can set up a Business Intelligence Center.

The Business Intelligence Center gives you a central location to store items, such as status indicators, reports, and dashboards. When you enable Excel Services and PerformancePoint Services, you will already have a location to store reports and dashboard content.

This video shows how to set up a Business Intelligence Center.

 

Image of video

Running time: 6:27

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When you create and configure a Business Intelligence Center, you create a new site collection and select the Business Intelligence Center site template. The Business Intelligence Center is a top-level site on Contoso-AppSrv.

To create a Business Intelligence Center
  1. Log in to Contoso-AppSrv using the Contoso\FarmAdmin account.

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

  3. In Central Administration, in the Application Management section, click Create site collections.

  4. In the Title and Description section, in the Title box, type BI Center.

  5. In the Web Site Address section, type BICenter in the box.

    Thus, the complete URL for this site collection is http://contoso-appsrv/sites/bicenter.

  6. In the Template Selection section, click the Enterprise tab, and then click Business Intelligence Center.

  7. In the Primary Site Collection Administrator section, type FarmAdmin.

  8. Click OK.

  9. When the top-level site (Business Intelligence Center) is successfully created, click OK.

The next step is to assign user permissions by using the accounts we set up in Set up accounts for a BI test environment. We will assign permissions for the Business Intelligence Center as listed in the following table:

 

Account Permissions

Contoso\BICenterRead

Read

Read permissions enable users to view information in the Business Intelligence Center.

Contoso\BICenterContribute

Contribute

Contribute permissions enable users to view and create items, such as reports, and save them to this site.

Contoso\BICenterDesign

Design

Design permissions enable users to view, create, and publish items that include dashboards.

Contoso\BICenterFullControl

Full Control

Full Control permissions enable users to view, create, and publish dashboard content, and to view or edit user permissions

First, we will assign Read permissions to the Contoso\BICenterRead group.

To set Read permissions on the Business Intelligence Center
  1. Navigate to the Business Intelligence Center (http://contoso-appsrv/sites/bicenter).

  2. Click Site Actions.

  3. Click Site Permissions.

  4. Click Grant Permissions.

  5. In the Users/Groups box, type Contoso\BICenterRead.

  6. Under Grant Permission, select BICenter Visitors [Read].

  7. Click OK. Keep the Permissions: BICenter page open.

Next, we will assign Contribute permissions to the Contoso\BICenterContribute group.

To set Contribute permissions on the Business Intelligence Center
  1. In the Permissions: BICenter page, click Grant Permissions.

  2. In the Users/Groups box, type Contoso\BICenterContribute.

  3. Under Grant Permission, select BICenter Members [Contribute].

  4. Click OK. Keep the Permissions: BICenter page open.

The next step is to assign Design permissions to the Contoso\BICenterDesign group.

To set Design permissions on the Business Intelligence Center
  1. In the Permissions: BICenter page, click Grant Permissions.

  2. In the Users/Groups box, type Contoso\BICenterDesign.

  3. Under Grant Permission, select Designers [Design, Limited Access].

  4. Click OK. Keep the Permissions: BICenter page open.

Finally, we will assign Full Control permissions to the Contoso\BICenterFullControl group.

To set Full Control permissions on the Business Intelligence Center
  1. In the Permissions: BICenter page, click Grant Permissions.

  2. In the Users/Groups box, type Contoso\BICenterFullControl.

  3. Under Grant Permission, select BICenter Owners [Full Control].

  4. Click OK.

noteNote
You will be unable to create and use some kinds of Web Parts in the Business Intelligence Center until Excel Services and PerformancePoint Services are enabled. For example, you cannot view or use Excel Services samples or PerformancePoint functionality.

Although we do not cover this in the labs, you can now use the Business Intelligence Center to create Web Part Pages, status indicators, and status lists. For more information, see Getting started with SharePoint status indicators.

After you have created and configured the Business Intelligence Center, your next step is to add links to the Quick Launch. In the Business Intelligence Center, we will add a Documents library link and a link to the main team site. Then, in the main team site, we will add a link to the Business Intelligence Center.

In the Business Intelligence Center, the Documents library will contain reports and files, such as Excel Services workbooks, Visio Services files, and more. The Documents library for the Business Intelligence Center already exists. It was created automatically when we created the Business Intelligence Center. We only have to add the Documents library on the Business Intelligence Center Quick Launch, and then add a link to the main team site.

To add the Documents library and a link to the Quick Launch in the Business Intelligence Center
  1. In the Business Intelligence Center, click Site Actions, and then click View All Site Content.

  2. Right-click Documents, and then click Copy shortcut.

  3. In the Business Intelligence Center, click Site Actions, and then click Site Settings.

  4. Under Look and Feel, click Navigation.

  5. In the Navigation Editing and Sorting section, click Current Navigation, and then click Add Link.

  6. In the dialog box that opens, type Documents in the Title box, paste the link that you copied in Step 2, and then click OK to close the dialog box. (Do not close the navigation settings yet.)

  7. In the Navigation Editing and Sorting section, select Documents, and then click Move Up until Documents is the first item listed under Current Navigation.

  8. In the Navigation Editing and Sorting section, click Global Navigation, and then click Add Link.

  9. In the Title box, type Contoso.

  10. In the URL box, type http://contoso-appsrv, and then click OK.

  11. Click OK to close navigation settings. Verify that Documents appears at the top of the list in the Quick Launch.

To make it easier for site users to locate the Business Intelligence Center, you can add a link on the main team site Quick Launch.

To add a link on the main team site Quick Launch
  1. Browse to the main team site (http://contoso-appsrv/).

  2. Click Site Actions, and then click Site Settings.

  3. Under Look and Feel, click Quick Launch.

  4. Click New Navigation Link.

  5. In the URL section, in the Type the Web address box, type http://contoso-appsrv/sites/bicenter.

  6. In the Type the description box, type Business Intelligence Center.

  7. Click OK.

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