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SharePoint 2010 : Virtual Machine Setup and SharePoint Configuration (part 3) - Security for the Services Dedicated to BI

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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

  1. In Central Administration, under Application Management, select Manage Service Applications.

    To view service applications in Central Administration
  2. 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

  1. On the Start menu, click All Programs.

  2. Click Microsoft SharePoint 2010 Products.

  3. Click SharePoint 2010 Management Shell.

  4. 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

Different Names

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. 

Excel and Visio Services

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

  1. Open the Excel file connected to the data source that you want to publish to SharePoint. Click Data, and then select Refresh All.

    To publish an existing Office Data Connection file (.odc) to SharePoint
  2. Select Connection Properties to open the Connection Properties dialog box.

    To publish an existing Office Data Connection file (.odc) to SharePoint
  3. 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.

  4. Click Export again.

  5. 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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