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Use EffectiveUserName in PerformancePoint Services (SharePoint Server 2013)

SharePoint 2013
 

Applies to: SharePoint Server 2013

Topic Last Modified: 2013-12-18

Summary: Learn how to use the EffectiveUserName option when it connects to an Analysis Services data from PerformancePoint Services Dashboard Designer.

EffectiveUserName is a SQL Server Analysis Services connection string property that contains the name of the user who is accessing a report or dashboard. In SharePoint Server 2013, you can use this property together with PerformancePoint Services to pass the identity of the user who is viewing the report or dashboard to SQL Server Analysis Services. This enables per-user identity without the requirement to configure Kerberos delegation.

Using the EffectiveUserName feature with PerformancePoint Services allows the identity of a user viewing a report to be passed to SQL Server Analysis Services.

Using the EffectiveUserName option allows for passing the user’s identity to SQL Server Analysis Services without the requirement to configure Secure Store or Kerberos delegation.

Before starting, confirm that you have met the software and permission requirements.

  • You have PerformancePoint Services configured on your farm.

  • You have Farm Administrator access to the SharePoint Server 2013 farm and administrator access to SQL Server Analysis Services.

Using the EffectiveUserName feature with PerformancePoint Services requires the following:

  • The PerformancePoint Services application pool account must be an Analysis Services Administrator.

  • The EffectiveUserName option in must be enabled in the PerformancePoint Service Application Settings.

  • You must select the Per-user Identity option when you create the data source in PerformancePoint Dashboard Designer.

This setting applies to all Analysis Services data sources configured for per user authentication. When this setting is enabled, all connections to Analysis Services data for individual users will be made using the EffectiveUserName connection string property instead of Windows delegation.

To enable EffectiveUserName in PerformancePoint Services
  1. In Central Administration, in the Application Management section, click Manage service applications.

  2. Click the PerformancePoint Services service application.

  3. Click PerformancePoint Service Application Settings.

  4. Select the Use the EffectiveUserName connection string property instead of Windows delegation check box.

  5. Click OK.

NoteNote:
The EffectiveUserName feature does not work with Power Pivot data sources.
ImportantImportant:
If you use a connection string to create the data connection, and the connection string contains an effective user field, the EffectiveUserName feature will override the user-supplied effective user value with the system-supplied value.

If you do not know what account is running the PerformancePoint Services application pool in your farm, follow these steps to determine the account. If you know the account, skip this procedure.

To determine the PerformancePoint Services application pool account
  1. On the SharePoint Central Administration website home page, click Security.

  2. On the Security page, under General Security, click Configure service accounts.

  3. On the Service Account page, in the Credential Management section, from the drop-down list, select the application pool that runs PerformancePoint Services Application.

    When this option is selected, the name of the service application appears in the box underneath the drop-down list. The account shown in the Select an account for this component drop-down list is the Windows identity that you need to add as an Analysis Services administrator.

  4. Click Cancel.

You must add the PerformancePoint Services application pool account as an Analysis Services administrator. Use the following procedure to add this account as an administrator in Analysis Services.

To add an Analysis Services administrator
  1. In SQL Server Management Studio, connect to Analysis Services.

  2. Right click the Analysis Services top node, and then click Properties.

  3. On the Security page, click Add.

  4. Type the name of the account that runs the PerformancePoint Services application pool, and then click OK.

  5. Click OK.

You can connect to an Analysis Services data source either by entering the name of the Analysis Services server, database, and cube name, or by typing a connection string and the cube name in Dashboard Designer.

To connect to an Analysis Services data source with the EffectiveUserName option enabled
  1. start Dashboard Designer.

  2. Click the Create tab, and then click Data Source.

  3. In the Category pane of the Select a Data Source Template dialog box, click Multidimensional and then click Analysis Services. Click OK.

  4. In the left navigation pane (workspace browser), type the name of your data source.

  5. In the Formatting Dimension drop-down list, select desired dimension formatting needed for the report.

  6. In the Cache Lifetime drop-down box, type the refresh rate (in minutes) for the cache. Data from this data source will update at this interval.

  7. In the center pane, click the Editor tab. In the Connection Settings section, select the method by which to connect to the data source. To use a standard connection:

    1. Select Use standard connection

    2. Type the full path for the server to which you want to connect. This populates the options in the database list.

    3. In the Database box, select a database name.

    4. (Optional) In the Roles box, type the name of the role, such as an administrator or database role. To specify multiple roles, type the names of the roles and separate them with commas.

    5. From the Cube drop-down list, select the specific cube that you want to use as the data source in the database.

  8. In the Data Source Settings section, select Per-user identity as the method by which to authenticate to the data source.

  9. Click Test Data Source to confirm your connection is configured correctly.

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