Configuring PerformancePoint Services SharePoint 2013

As you know PerformancePoint Services is available with SharePoint 2013 Enterprise Edition and is designed for the delivery of community or organizational BI.The features and tools that are associated with PerformancePoint Services focus on this sector of the BI marketplace, rather than on personal productivity. This should strongly influence your design for BI. You must focus on business requirements that specify the need for performance management, KPIs and results alignment. The visualization and analysis functions of PerformancePoint Services can meet such requirements. PerformancePoint Services use SharePoint Server authorization groups and permissions, so you must plan access to these groups:

  • Farm Administrator: 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: To edit dashboard items, this role needs at least contributor permissions on data source libraries (or library items).

  • Site Administrator or List and Document Library Contributor: To edit dashboard items, this role needs at least contributor permissions on content lists (or list items) and data source libraries (or library items).

Features in PerformancePoint Services

While there have been no changes to the basic PerformancePoint architecture, some new features have been added and some existing features have been updated. The primary changes include:

  • Dashboard Migration: You can now copy dashboards to other users, servers, or site collections. This also enables you to migrate single items and content, by using Windows PowerShell cmdlets.

  • Filter Enhancements and Filter Search: The user experience is enhanced by allowing users to view and manage filters.

  • BI Center Update: While not a PerformancePoint Services feature, the BI Center has been updated to improve the user experience.

  • Support for Analysis Services Effective User. This new feature eliminates the need for Kerberos

  • Delegation when per-user identity authentication is used for Analysis Services data sources. This uses the EffectiveUserName property rather than the current user.

  • PerformancePoint Support on iPad: PerformancePoint dashboards are available on the iPad browser.

Working of PerformancePoint

PerformancePoint Services is installed on a SharePoint server, commonly referred to as an application server, where the application service instance is configured to provide service access and access to a data source, which may be either internal or external. A web front-end server performs rendering through Web Parts or other functions, depending on the data source connections. These data sources may exist within the SharePoint farm, but they may be external data repositories.

If your organization is a heavy user of PerformancePoint Services, you may need to deploy multiple service application instances or multiple WFE. Complex dashboards, such as those that provision external data source access, can consume large amounts of processing and memory resources on application servers, so you should pilot and then monitor your PerformancePoint environment.

Configure PerformancePoint server

To configure PerformancePoint Services, first you must first start the PerformancePoint service on the application server where you want to run PerformancePoint Services. You can start the service on multiple application servers for better performance, if you want, but the service must be started on at least one server. Use the following procedure to start the PerformancePoint service.

Please use the following procedure to start the service:

  1. In Central Administration, in the System Settings section, click Manage Services on server.

  2. Note the server specified in the Server box. If you want to run the PerformancePoint service on a different server, click the current server and then click Change Server and select the server that you want.

  3. Click Start next to PerformancePoint Service.

Configure PerformancePoint Services service application

Once the service is started, you can create a PerformancePoint Services service application. Use the following procedure to create the service application.

You need to use the following procedure to create a PerformancePoint Services service application.

  1. In Central Administration, in the Application Management section, click Manage Service Applications.

  2. Click New and then click PerformancePoint Service Application.

  3. Type a name for the service application and select the Add this service application's proxy to the farm's default proxy list check box.

  4. Select the Create new application pool option and type a name for the application pool.

  5. Under the Configurable option, select the managed account to run the application pool.

  6. Click Create.

  7. Click OK.

Add to service application associations

For PerformancePoint Services to function, the PerformancePoint Services service application proxy must be associated with the default web application. Use the following procedure to confirm that the association is configured between the web application and the PerformancePoint Services proxy.

  1. To configure service application associations.

  2. In Central Administration, click Application Management.

  3. In the Service Applications section, click Configure service application associations.

  4. Under the Application Proxy Group column, click default.

  5. Ensure that the PerformancePoint Services box is selected.

  6. Click OK.