Oct 02
PowerPivot for SharePoint 2010 Install Process

POWERPIVOT FOR SHAREPOINT SQL INSTALL PROCESS

  • You must install The PowerPivot for SharePoint on the SharePoint Farm's Application Server or Single server using the SQL Server 2008 R2 install media
    • You do not install this on the dedicated SQL server, it is installed on one of the WFE's or preferably the Application Server
  • Add the Microsoft.Analysis .dll into Windows Assembly first!
  • Run the Installation as the SharePoint install account, not the Farm Administrator account, and dont ever your own Administrative credentials
    • Select New Installation or add features to an existing installation
  • Setup Support Rules
    • Verify Rules Pass
  • Product Key
    • Input the Key
  • License Terms
  • Setup Support Files
    • Install
  • Setup Support Rules
    • Ignore the Windows Firewall Rule since the required SharePoint ports are already open for communication
  • Setup Role
    • SQL Server PowerPivot for SharePoint
      • Existing Server

  • Feature Selection
    • Read Only

  • Installation Rules

         

  • Instance Configuration
    • Instance Root Directory
      • C:\

  • Disk Space Requirements
    • Verify Capacity
  • Server Configuration

  • Analysis Services Configuration
    • Add AD Admin Group
      • Current User
      • Additional Server Administrators
    • Data Directories Volume Suggestions (Use 64K Allocation unit size)
      • I:\PowerPivot
        • Data
      • I:\PowerPivot
        • Log
      • I:\PowerPivot
        • Temp
      • I:\PowerPivot
        • Backup
  • Error Reporting
    • Do not check the Send Error Reports option unless you want to participate
  • Installation Configuration Rules
    • Verify Status for all Rules Passed or are Not applicable
  • Ready to Install
    • Before installing you will need to make a change to the ConfigurationFile.ini file that is refrred in the installation configuration file path
      • Open the config file and find the line with FARMADMINPORT and change the assigned port to 80 or 443
  • Installation Progress

  • Restart

         

DEPLOY POWERPIVOT SOLUTION

  • Verify deployment of the powerpivotwebapp.wsp and powerpivotfarm.wsp to the SharePoint Web Application
    • Central Administrator > System Settings > Manage Farm Solutions > Solution Management
      • Verify Deploy status to all web applications
        • Deploy the solution(s) if they are not already deployed


START
SERVICES ON SERVER

  • Central Administration > System Settings > Manage services on server
    • Verify the following are started
      • Claims to Windows Token Service
      • Excel Calculation Services
      • Secure Store Service
      • SQL Server Analysis Services are started
      • SQL Server PowerPivot System Service are started

PREREQUISITES FOR POWERPIVOT INSTALLATION
 

 

 

CREATE THE POWERPIVOT SERVICES APPLICATION

  • Create New SQL Server PowerPivot Service Application
    • Central Administration > Application Management > Manage service applications
      • Click New
      • Application Pool
        • APP_POOL_POWERPIVOT_NAME_INSTANCE
      • Choose Domain\username service account
      • PowerPivot Service Application Database
        • POWERPIVOT SERVICE_APPLICATION_DB
      • Use the Default Proxy
      • Click OK

     

ENABLE EXCEL SERVICES

  • Register an Excel Services account if one doesn't exist
    • Central Administration > Application Management > Manage service applications
      • In the Service Applications ribbon, in Create, click New
        • Select New > Excel Services Application
        • Specify a Name
          • Excel Services Application
        • Create New Excel Services Application Pool
          • APP_POOL_EXCEL_SERVICES_NAME_INSTANCE
          • Set the Registered managed account Domain\username
        • Keep the default checkbox that adds the service application proxy to the default service connection list.
        • Click OK.
  • Click the Excel Services application that was just created > Manage > Trusted File Locations
    • Click the address
      • Add the SharePoint addresses that PowerPivot will run
      • In the Workbook Properties
        • Set Maximum Workbook Size to 50-200 Mb
        • External Data
          • In the Allow External data section > check Trusted data connection libraries and embedded
          • Clear the Warn on Data Refresh checkbox
        • Click OK.


ENABLE SECURE STORE SERVICE AND CONFIGURE DATA REFRESH

  • Register an account for the Secure Store Service Application
  • Enable or Verify that Secure Store Service is enabled
    • Central Administration > Manage service applications > Secure Store Application
      • Click the Secure Store Service application > Manage.
        • Generate New Key
          • Enter a passphrase
            • Click OK
            • Currently there are no Secure Store Target Applications in this Secure Store Service Application
              You can create a new Target Application from the Manage Target Applications group in the Edit ribbon group

CONFIGURE THE UNATTENDED POWERPIVOT DATA REFRESH ACCOUNT

  • Configure New Account
    • Central Administration > Application Management > Manage service applications
      • Click Secure Store Service Application or create a Secure Store Service Application
        • In Manage Target Applications, click New
          • In Target application ID, type PowerPivotDataRefresh
          • In Display Name, type PowerPivot Data Refresh
          • In Contact Email, type your e-mail address
          • In Target Application Type, select Individual
          • Skip Target Application Page URL because PowerPivot data refresh does not use it
            • Field Name, Field Type, etc...
        • Click Next
        • In Target Application Administrators
          • Specify the Windows domain user accounts of SharePoint users who should have administrative access to the application settings
            • After creating the new application, you can add credential mappings by using the "Set Credentials" button for the selected application
              You can also edit the settings of this application later at the Manage Target Applications page
          • Click OK
    • Select the target application you just created, click the down arrow and select Set Credentials.
      • Input the Windows user account of the person who can update or delete the credentials in Credential Owner
        • The account cannot be a group
      • Input the Windows domain user credentials that will be used as the PowerPivot data refresh account
        • Domain\username
        • Passphrase
      • Click OK
         
    • Specify the unattended account in PowerPivot server configuration pages
      • Central Administration > Application Management > Manage service applications.
        • Click PowerPivot Service application and wait for the PowerPivot Management Dashboard to appear
          • Actions > Configure service application settings
            • Data Refresh > PowerPivot Unattended Data Refresh Account
              • Type PowerPivotDataRefresh
      • Click OK.
         

ENABLE DATA COLLECTION USAGE

  • Central Administration > Monitoring > Configure usage and health data collection
    • Enable usage data collection
    • Configure the remaining options
      • Change Data Location name and Volume
        • J:\Web_Analytics

         

CONFIGURE THE MAXIMUM FILE SIZE FOR EXCEL SERVICES

  • Central Administration > Application Management > Manage service applications
    • Excel Services Application > Trusted File Locations
      • Excel Services considers the default web application a trusted site
        • If you are using the default web application, click http:// to open the configuration page for this location
        • Scroll to Workbook Properties.
          • Increase the file size from 10 (the default value) to 50-200 Mb or a larger for Maximum Excel Workbook Size
            • We did this earlier for Excel Services
        • Click OK.

         

CONFIGURE THE MAXIMUM FILE SIZE FOR A WEB APPLICATION

  • Central Administration > Application Management > Manage web applications
    • Select the application
      • On the Web Applications ribbon > General Settings
        • Scroll to Maximum Upload Size
          • Set the Maximum Workbook Size to match the Excel Services max Workbook Size
      • Click OK.


POST INSTALLATION TASKS ON THE SITE COLLECTION(S)


ACTIVATE ONLINE HELP

  • Site Actions > Site Settings > Site Collection Administration> Help settings
    • Click the checkbox for SQL PowerPivot Add-in Help
    • Click OK
  • To verify that help is activated, click the SharePoint help icon and the PowerPivot Help should appear in the list.
  • Repeat for other site collections that support PowerPivot data access.
    • If the help Add-In is not available see the following article
        • Open SharePoint Management console and run the following
          • install-sphelpcollection -literalpath "C:\Program Files\Common Files\Microsoft shared\Web server extensions\14\HCCab\1033\MS.SQL.PowerPivot.HC.cab"

         

    ACTIVATE POWERPIVOT FEATURE INTEGRATION

  • This makes the application pages/templates available to your sites and includes configuration pages for scheduled data refresh and application pages for PowerPivot Gallery and Data Feed libraries
    • Site Actions > Site Settings > Site Collection Administration > Site collection features
      • Activate PowerPivot Integration Site Collection Feature

         

    UNATTENDED DATA GRANT PERMISIONS

  • The PowerPivot unattended data refresh account must be assigned Contribute permissions on any PowerPivot workbook for which it is used
    • On a SharePoint site > Site Actions > Site Permissions.
      • Click New Group
        • Grant user permissions directly (Windows domain account designated as the PowerPivot unattended account (Domain\username)
          This is the name of the Windows domain user account that you specified in target application in Secure Store Service
          • Select Contribute
          • Select OK.
             

    ACCOUNT AVAILABILITY

    • Open a data refresh configuration page for a published workbook that contains PowerPivot data
      • Verify that the Use the data refresh account configured by the administrator option is enabled in the data refresh configuration page


5 STEPS TO VERIFY INSTALLATION

  • Verify that PowerPivot data access and processing features are available in the application by clicking Site Actions > More Options...
    • Verify that in Libraries you see the Data Feed Library and PowerPivot Gallery
  • Upload a PowerPivot enabled workbook to the PowerPivot Gallery and open it from the library
    • Click on a slicer or filter the data to start a PowerPivot query
  • Start the SQL Server Management Studio on the SharePoint Application of WFE or single server using the Microsoft SQL Server 2008 R2 program group in the Start menu
  • In Server Type, select Analysis Services > Enter the <server-name>\POWERPIVOT and click Connect
    • In Object Explorer, click Databases to view the list of PowerPivot data files that are loaded
  • Verify files are cached to disk by navigating to the \Program Files\Microsoft SQL Server\MSAS10_50.POWERPIVOT\OLAP\Backup folder

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