5. SharePoint 2010 Installation and Configuration
Install SharePoint Server 2010
You must install SharePoint Server 2010. For helpful information
about how to do this, visit the video library at
http://go.microsoft.com/fwlink/?LinkId=187074
. The author of this video guide, Asif Rehmani, is a SharePoint MVP,
MCT, and is president of SharePoint-Videos.com.
Configure SharePoint Server 2010
After installing Microsoft SharePoint Server 2010, you must perform an initial
configuration. You must perform some additional security configurations
to connect to external data sources.
The following is a list of the necessary service applications that are started
for you when you run the SharePoint Configuration Wizard and accept all the
defaults:
Note
Additional considerations apply for configuration with PowerPivot.
-
PerformancePoint Services -
Visio Services service application and proxy -
Secure Store Service application and proxy (previously known as Single
Store Sign on) -
Excel Services (if you want to connect Visio diagrams to Excel
workbooks)
It doesn’t hurt to check to ensure that these required service
applications are started. Central Administration provides a web-based user
interface that enables you to configure all the service settings for Visio
Services.
Note
You can use Windows PowerShell to accomplish all the following tasks if
you prefer a scripting environment.
To view service applications in Central Administration
-
In Central Administration, under Application Management, select
Manage Service Applications.
-
On the Service Applications tab, click Manage to view and
configure the following:
-
Global Settings
. Use to manage settings for performance, security, and
refreshing data connections.
Note
At the bottom of the Global Settings window, you set
the target application ID, which is used to reference
the Unattended Service Account credentials. This is
required for connecting to external data sources
external to your SharePoint farm.
-
Trusted Data
Providers
. Use this feature to add or remove data providers for
refreshing data connections. The list is extensive and
includes providers for Oracle, IBM DB2, SQL Server, and
more.
To list running service applications with Windows PowerShell
-
On the Start menu, click All Programs. -
Click Microsoft SharePoint 2010 Products. -
Click SharePoint 2010 Management Shell. -
From the Windows PowerShell command prompt (that is, PS
C:\>), type the following command and then press
Enter:
PS C:/>Get-SPVisioServiceApplication
6. Security for the Services Dedicated to BI
You configure security for Excel, Visio, and PerformancePoint Services
differently for each product. The language used for authentication methods may
be specific to each service application.
The following videos can help you configure your SQL Server account, which
will be used as the Unattended Service Account while you use the Secure Store
Service (SSS) application. They will also help you configure Excel Services and
Visio Services security using the SSS. To download a copy of the video file,
right-click the link and then click Save Target As.
Note
The preceding video also has a valuable piece in the beginning that shows
you how you must first create an identity in SQL Server 2008 R2.
Configure the .odc file
When you have a local .odc file on your computer and you want to
publish a Visio 2010 or Excel 2010 file to SharePoint 2010, you must upload the
.odc file to the SharePoint Server. You can do this by modifying the
file.
For this example, the following procedure was performed using Excel
2010.
Note
Although you can create a reusable .odc file in Visio 2010 by using the
data connection wizard, it is a common practice to create and modify the
file in Excel 2010, to make it available to both Excel and Visio in
SharePoint.
To publish an existing Office Data Connection file (.odc) to
SharePoint
-
Open the Excel file connected to the data source that you want to
publish to SharePoint. Click Data, and then select Refresh
All.
-
Select Connection Properties to open the Connection Properties
dialog box.
-
In the Connection Properties dialog box, on the
Definition tab, click Export Connection File. If you have enabled
the Desktop Experience Feature, you can copy and paste the URL where
your Data Connections Web Part resides, or you can enter the
location of your trusted data connection library. After you paste
the URL, you should see the URL in the connection name at the top of
your Connections Properties dialog box. -
Click Export again. -
Your .odc file is now located on the SharePoint Server, so users
can click to connect to external data from any browser where
permissions are granted.
Note
You can also embed a SQL Server login information for authentication.
Consider the scenarios where you might incorporate this method instead
of using an .odc file that is published to SharePoint for shared, but
limited access.
PerformancePoint Services
Create and configure a Secure Store Service application and proxy. This is
required for storing the Unattended Service Account password for a
PerformancePoint Services service application.
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