sharepoint conference recap - bi

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KMA highlights what we learned at SharePoint Conference - Business Intelligence Session

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KMA SharePoint Recap

Welcome and Introduction

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

Why We’re Here: SharePoint Conference 2011

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

• Six people

• One week

• Cross-country

• Conference fee

• Travel expenses

• Opportunity cost

• Total: > $50,000

KMA’s Investment

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

• Cool stuff we learned at SPC11

• Why we think it matters to you, our clients and prospects

• What we recommend you do next as a result.

Today’s Approach: 3 Simple Themes

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

Client: "We don't have a development farm.”

Consultant: No, actually, you don't have a production farm."

A Couple Quick Highlights – Best Quote

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

• SQL 2012 (“Denali”)

– 7,500 concurrent users

– 14 TB content database

– 107 million records in search results

• UNPLUGGED ON STAGE

• Full failover in 42 seconds

A Couple Quick Highlights – Best Demo

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

Agenda

Time Topic Owner

9:30am – 9:40am Introduction Mike Gilronan

9:40am – 10:00am Project Server Amy Talhouk

10:00am – 10:30am Adoption Chris Bortlik &

Karina Vatynskaya

10:30am – 10:50am Business Process Automation

(non-Developer version)

Deanne Damato

10:50am – 11:00am BREAK

11:00am – 11:30am Social Computing Mike Gilronan

11:30am – 12:00pm External Facing Websites

(Extranets and WWW)

Derek Cash-Peterson

12:00pm – 12:30pm Business Intelligence with SQL Server 2012 Chris McNulty

Close

View from the Top SharePoint 2010 Business Intelligence

with SQL Server 2012 “Denali”

Chris McNulty Strategic Product Manager

Quest Software

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

SharePoint Strategic Product Manager at Quest Software

• 10+ years with SharePoint

• 20 years consulting (led KMA SharePoint practice) and financial services technology (Santander, John Hancock/Manulife, GMO, State Street)

• MBA in Investment Management from Boston College

• Write and speak often on Microsoft IW technologies (blogs & books)

• MCSE MCTS MSA MVTSP MCC

• Hiking, cooking, playing guitar, colonial history, photography

• My family: Hayley, three kids (17, 7, 5) and my dog Stan

About the Speaker

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

• Business Intelligence in SharePoint Today

• SQL Server 2012 Overview

• SQL Server Reporting Services

• Power View – Crescent

• Always On

• Upgrade paths

• Conclusion

Agenda

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

• Answering the known questions about our business

• Allowing users to self-discover patterns and answers to questions we haven’t yet been asked

Goals for BI Design

• Answering the known questions

about our business

• Allowing users to self-discover

patterns and answers to

questions we haven’t yet been

asked

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

Goals for BI Design

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The carousel paradox…

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Complexity Levels of These Solutions

Time

Co

st

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Chart Web Part

Excel Services

• Excel Web Access

• PowerPivot

Enabling technologies

• Business Connectivity Services

• SQL Reporting Services

• Pivot

• Azure DataMarket

Performance Point

• Dashboards

• Analysis Services

Custom Solutions

• Mapping

• Web Parts

• Etc.

SharePoint BI Evolution

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

• “Code free” integrated solution (with SQL 2008 R2) – (can also use Business

Intelligence Developer Studio)

• SharePoint integrated mode preferred

• Export contents to Excel, Word, etc.

• Reuse in SharePoint and Performance Point Dashboards

• Use when some reports are printed, multipage, etc.

SQL Server Reporting Services (SSRS)

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

• “Project Gemini” – host 1-10MM row datasets

• Excel and SharePoint components

• Data doesn’t live in spreadsheet

• Released with SQL Server 2008 R2 but doesn’t explicitly require the R2 Engine

PowerPivot

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• Invested heavily for Corporate BI Shared DataSets Report parts, Report part gallery New Visualizations: Map, gauge,

sparkline, databar, KPI

Ajax Report viewer

• Cut scenarios Adhoc reporting Alerting

Recap: Microsoft and SQL 2008 R2

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

Introducing SQL Server 2012 •

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

data from anywhere

SQL Server Provides Rapid Data Exploration

Data Visualizations Familiar Tools Built

Gartner, “Business Intelligence Purchase Drivers and Adoption Rates, 2009 Survey Results,” Bill Hostmann, Sept. 4, 2009

Only 28% of an organization has access to BI tools*

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

With Managed Self-Service BI

GAINS through

Self-Service

Monitor & manage

administration

from SharePoint

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Hardware UTILIZATION Uptime

Productivity

AlwaysOn

greater data protection

reduced downtime by half

Provides Required 9s of Availability Without Cost and Complexity

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

Chart Web Part

Excel Services

• Excel Web Access

• PowerPivot

Enabling technologies

• Business Connectivity Services

• SQL Reporting Services

• Pivot

• Azure DataMarket

Performance Point

• Dashboards

• Analysis Services

Custom Solutions

• Mapping

• Web Parts

• Etc.

SharePoint/SQL 2012 BI

SSRS

• Alerts

• Data Feeds

PowerPivot

• Power View Self-Service

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

Self Service Alerting – User Benefits

• Users create alerts directly on the data they see

in reports

• Report authors control which data is available for

alerting

• Supports reports created in Report Builder or BI

Development Studio (BIDS)

Create data alerts from within reports

• Intuitive Alert Rules (greater than, before/after)

• Easy to use scheduling (weekly, daily, monthly)

• Relevant data included in Alert Message

Detect important data changes

Source: Data.gov - Data.gov and the Federal Government cannot vouch for the data or analyses derived from these data after the data have been retrieved from Data.gov.

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

Self Service Alerting – IT Benefits

• Per site administration reduces IT burden

• Fine grained authorization

• Self-managed through SharePoint

• IT Visibility & Control of user-defined alerts

Managed through SharePoint

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

• SSRS SharePoint 2010 Shared Service – Hosted in SharePoint Shared Service App pool – SSRS catalog DBs are SharePoint Service App DBs – WCF and Claims based communication – PowerShell Cmdlets – Central Admin UI for all RS administration – ULS Logging integration – Built-in scale-out and load balancer

• Report Performance Improvements – For reports in AJAX Viewer – Parity with Denali Native mode performance

• Top SharePoint mode pain point • Small reports used to be 2-3 times slower: Fixed

– Faster than 2008 R2 SharePoint mode ~ 30-60% • SQL Setup option for SSRS SharePoint service

New SSRS SharePoint Integration Benefits

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

SSRS SharePoint Integration Architecture

for SQL Server codenamed “Denali”

SSRS in Web Application

RS Add-in

SharePoint

Web Front End

SharePoint

App Server

SSRS Shared Service Application

SSRS Shared Service Application

SharePoint Config / Content DB

Report Server Shared Service DB

Alert Designer

Alert Manager

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Self-Service Alerting – How it works

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Receiving alerts

Demo

Self Service Alerting

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Highly Visual Design Experience

Presentation-ready at all times

Rich metadata-driven interactivity

SQL Server 2012 Power View

• Interactive Presentation turns pervasive information into persuasive information

• Deliver and collaborate through SharePoint • Full screen presentation mode for interactive boardroom session

• Fully integrated with PowerPivot • Drive greater insight through smart and powerful querying • Zero configuration highlighting and filtering • Animated trending and comparisons

• Interactive, web-based authoring and sharing of information • Familiar Microsoft Office design patterns • Powerful data layout with banding, callout and small multiples

visualizations

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

WFE

Excel Web Access

App

Excel Calculation Services

Content

SQL

Excel Web Service

SharePoint Farm

MSOLAP

TCP

HTTP

Channel

PowerPivot Web Service

Data Sources

PowerPivot System Service

Analysis Services in VertiPaq Mode

PowerPivot Sys Svc Application Proxy

Client

Excel Calc Services Application Proxy

c2wts

User renders a workbook

PowerPivot for SharePoint

Demo

PowerPivot & Power View

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

• Integrated, flexible, efficient high availability for mission critical business

• High availability platform built for the future

– On-Premise, Private and Public Cloud

• Comprehensive database and instance-level protection

Introducing SQL Server AlwaysOn

Multi-Database Failover

Multiple Secondaries

Active Secondaries

Integrated HA Management

AlwaysOn Availability Groups database protection

Multisite Clustering

Flexible Failover Policy

Improved Diagnostics

Built for consolidation scenarios

AlwaysOn Failover Cluster Instances

instance level protection

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Deployment Scenarios

Disaster Recovery Target

Read-only Environment Backup Stretch Cluster

Production Environment

1

2

2

1

2

Primary Availability Replica

Secondary Availability Replica

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Availability Solutions

Failover Clustering

Geo-clustering or Synchronous Database

Mirroring

Log Shipping

Backup/Restore

AlwaysOn

RTO

RPO Zero Seconds Minutes Hours Days Weeks

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

• Upgrades existing installation

– On same machine and platform

– Instance name remains

– Old instance is removed

– New shared components are installed

• User data and configuration is preserved

• Mostly automated process through Setup

• Existing instance is intact as long as possible

• Can upgrade to same edition or higher

In-Place Upgrade – Overview

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In-Place Upgrade – Matrix

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

• CTP3 <> RTM!!!! • Infrastructure

– NOT FOR PRODUCTION!!!! – Must run SP2010 SP1 – Upgrade to PowerPivot v2 Excel – Incompatible with Project Server

2010 (for now!) SSAS Cubes • Alerts

– Not intended for real-time notification

– Structured Data Feeds • Power View

– Requires PowerPivot v2 • Always On

– Not click-click-OK!

Don’t Fall!

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

Business Connectivity

Services (BCS)

Secure Store Service

Performance Point

SQL Analysis Services

Reporting Services (SSRS)

Integrated

Excel Services

Secure Store Service

Excel Services

Office Web Apps (OWA)

PowerPivot

SQL 2008 R2 Enterprise

SQL Server Reporting Services (SSRS)

SQL 2008 R2

SharePoint Integrated

(BIDS for Native Mode)

Kerberos [optional]

SSRS Alerts

SQL Server 2012

Pivot

Silverlight

Power View

Power Pivot v2

Engineering

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

BI Solutions in SharePoint 2010/SQL 2012

Printing or exporting

Visual Navigation

Large Datasets

Small Datasets

Mapping

Pivot

SQL Reporting Services

PerformancePoint

Excel Services

Chart Web Part

PowerPivot

SharePoint list

KPI / Status Indicator

Power View

Self Service

SSRS Alerts

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

• From Microsoft: – SQL 2012: http://www.microsoft.com/sqlserver/en/us/future-

editions.aspx – Business Intelligence: http://www.microsoft.com/bi/ – SharePoint 2010 site: http://sharepoint.microsoft.com – SharePoint Team Blog:

http://blogs.msdn.com/sharepoint/default.aspx – BI Blog: http://blogs.msdn.com/b/bi/

• From Quest – www.quest.com – SharePoint Community www.sharepointforall.com

Resources - General

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

– Contact

• Email chris.mcnulty@quest.com

• Blog http://www.chrismcnulty.net/blog

– Also http://www.sharepointforall.com

• Twitter: @cmcnulty2000

• LinkedIn:http://www.linkedin.com/in/cmcnulty

– Upcoming:

• Dec. 2011 – SPS South Florida, PSSPUG/Seattle, Gilbane Boston

• Jan. 2011 – SPS Austin TX (Business Intelligence)

Thank you…

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

Final Words and Resources

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Evaluations – We All Evaluate One Another…

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

How to Sustain the Conversation

Topic Owner E-mail Twitter Blog

Project Server Amy Talhouk

atalhouk@kma-llc.net @atal64 http://blogs.kma-

llc.net/kma/

Adoption Chris Bortlik &

Karina Vatynskaya

cbortlik@microsoft.com @cbortlik http://blogs.technet.com

/cbortlik

Business Process

Automation

Deanne Damato

ddamato@kma-llc.net http://blogs.kma-

llc.net/kma/

Social Computing Mike Gilronan mgilronan@kma-llc.net @mikegil http://kmamikegil-

blog.kma-llc.net/

External Facing Websites Derek Cash-Peterson

dcash-peterson@kma-llc.net @dcpkma http://blogs.kma-

llc.net/goodpoint/

BI -- Powered by SQL

Server 2012

Chris McNulty

chris.mcnulty@quest.com @cmcnulty20

00

http://www.chrismcnulty.

net/blog/default.aspx

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

• Gilbane Conference:

30 November – 1 December

– http://gilbaneboston.com

• Microsoft Project Conference 2012

– Phoenix

– March 19-22, 2012

– http://msprojectconference.com

• SharePoint Conference 2012

– Las Vegas

– November 12-15, 2012

In Closing…Other Stuff

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

THANK YOU!

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