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Test Lab Guide: Configure data access for PerformancePoint Services

SharePoint 2013
 

Applies to: SharePoint Server 2013 Enterprise

Topic Last Modified: 2013-12-18

Summary: Learn how to configure data access for PerformancePoint Services.

This article describes how to configure data access for PerformancePoint Services in a test lab that is based on the Configure SharePoint Server 2013 Preview in a Three-Tier Farm test lab guide.

ImportantImportant:
This scenario applies only to Microsoft TechNet Test Lab Guides.

In this article:

This test lab guide explains how to data access for PerformancePoint Services. This includes the following:

  • Create sample SQL data

  • Configure a data access account and creating an Active Directory account

  • Creating a SQL Server login

  • Configuring the unattended service account in the PerformancePoint global settings

Before starting, make sure you have completed the steps in Test Lab Guide: Configure SharePoint Server 2013 in a Three-Tier Farm, including the prerequisite test lab guides discussed in that document. This test lab uses the three-tier infrastructure that is created in the Configure SharePoint Server 2013 in a Three-Tier Farm test lab guide.

ImportantImportant:
To take advantage of the new Business Intelligence features, you must install SQL Server 2012 on SQL1. You cannot use SQL Server 2008 R2 on SQL1.

You must also complete the steps in Test Lab Guide: Create a Business Intelligence Baseline Environment, as the PerformancePoint Services configuration steps require the user accounts created in that test lab guide.

For the purposes of this lab, we will create a SQL Server database and table. The table contains some simple data that we can use in a data-connected workbook which we will publish to the SharePoint document library in the Business Intelligence Center.

NoteNote:
If you have previously followed the steps in Test Lab Guide: Configure Excel Services data refresh by using an embedded connection or Test Lab Guide: Configure Excel Services data refresh by using an external connection, this database may already exist. In this case, there is no need to recreate the database.

Use the following procedure to create the SQL Server database and table.

To create a database and table with sample data
  1. Log on to SQL1 by using the CORP\User1 account.

  2. Click Start, click All Programs, click Microsoft SQL Server 2012, and then click SQL Server Management Studio.

  3. On the Connect to Server dialog box, select Database Engine for the Server type, and then click Connect.

  4. On the toolbar, click New Query.

  5. Copy the following query to the query window:

    USE [master]
    GO
    CREATE DATABASE CorporateAccounts;
    GO
    USE [CorporateAccounts]
    GO
    CREATE TABLE [dbo].[Accounts](
    [Region] [varchar] (50) NULL,
    [Sales] [money] NULL,
    [OpEx] [money] NULL,
    [AssetValue] [money] NULL
    ) ON [PRIMARY]
    GO
    INSERT INTO Accounts ([Region], [Sales], [OpEx], [AssetValue]) 
    VALUES ('North', 23486.56, 16874.53, 64789.34);
    GO
    INSERT INTO Accounts ([Region], [Sales], [OpEx], [AssetValue]) 
    VALUES ('South', 19864.35, 11265.84, 55349.37);
    GO
    INSERT INTO Accounts ([Region], [Sales], [OpEx], [AssetValue]) 
    VALUES ('East', 31824.65, 22849.67, 87318.27);
    GO
    INSERT INTO Accounts ([Region], [Sales], [OpEx], [AssetValue]) 
    VALUES ('West', 27691.26, 17628.43, 84287.67);
    GO
    
    
  6. On the toolbar, click Execute.

With the sample database and table created, the next step is to create an Active Directory account for use as the unattended service account.

The first step is to create an Active Directory account for use as the unattended service account.

To configure a data access account for PerformancePoint Services, start by creating an Active Directory account.

To create an Active Directory account for data access
  1. Log into DC1 as CORP\User1.

  2. Click Start, click Administrative Tools, and then click Active Directory Users and Computers.

  3. Expand the corp.local node.

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

  5. In the Full name and User logon name text boxes, type PPSUnattended.

  6. Click Next.

  7. Type and confirm 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, and then click Finish.

Next, we create a SQL Server login. This account will be used to view data that is stored in SQL Server.

To create a SQL Server logon
  1. Log in to SQL1 as CORP\User1.

  2. Click Start, click All Programs, click Microsoft SQL Server 2012, and then click SQL Server Management Studio.

  3. On the Connect to Server dialog box, select Database Engine as the Server type, type SQL1 in the Server name text box, and then click Connect.

  4. In Object Explorer, expand Security.

  5. Right click Logins, and then click New Login.

  6. In the Login name text box, type CORP\PPSUnattended.

  7. Under Select a page, click User Mapping.

  8. Select the Map check box for the CorporateAccounts database, and then under Database role membership for: CorporateAccounts, select the db_datareader check box.

  9. Click OK.

Now that the data access account is configured, the next step is to configure the unattended service account for PerformancePoint Services.

To configure the unattended service account, we begin by specifying an unattended service account for PerformancePoint. We do this by editing PerformancePoint Services Global Settings.

To configure the unattended service account
  1. Log into APP1 as CORP\User1.

  2. Click Start, click All Programs, click Microsoft SharePoint 2013 Products, and then click SharePoint 2013 Central Administration.

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

  4. On the Manage Service Applications page, click PerformancePoint Services.

  5. On the Manage the PerformancePoint Services page, click PerformancePoint Service Application Settings.

  6. On the PerformancePoint Service Application Settings page, in the SecureStore and Unattended Service Account section:

    1. In the User Name text box, type CORP\PPSUnattended.

    2. In the Password text box, type the password for the CORP\PPSUnattended account.

  7. Click OK.

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