Now that SharePoint 2013 and SQL Server 2012 SP1 have been released I thought about revisiting my post on how to install the BI features of SharePoint 2013. As in the previous post I am installing the bits on a fully updated Windows Server 2008 R2 machine, I have added the Web role as well as the Application Server role. In my case the server is a domain controller as well but this is not something that you should do in real life, since I am just using my server for demo purposes it works ok.
In short the following is the order that I use when installing:
1. SharePoint 2013 Pre-reqs 2. SharePoint 2013 Server 3. Three instances of SQL Server 2012 SP1
So starting with the installing SharePoint 2013 is the first thing that I do.
The installation starts with the splash screen that looks like this:
First step is to install the software prerequisites. The launcher launches the installation program that downloads and install the pre-required software.
During the process you have to restart the system
When the system has restarted and you log on to the server the SharePoint 2013 Products Preparation Tool will start and continue the installation and configuration of the system. It will reboot a couple of times before it is finished
In addition to the prerequisites installer you also need to check the Hardware and software requirements for SharePoint 2013 located at: http://technet.microsoft.com/en-us/library/cc262485(v=office.15).aspx for additional requirements that you may need to install.
In my case I would need to have the following software to get a working environment for Business intelligence: SQL Server 2008 R2 Analysis Services ADOMD.NET http://www.microsoft.com/en-us/download/details.aspx?id=30440
You also need to install the SQL Server 2012 SP1 PowerPivot for SharePoint components from here here.
The spPowerPivot.msi installs all the necessary requirements for Power View and PowerPivot to work. This includes the OLE DB provider and ADOMD.NET and the AMO.
Now that all the pre-reqs have been installed it is time to install SharePoint 2013. I start the installation from the splash screen.
After filling in my installation keys and acknowledging the EULA, we are good to go with the installation:
When the installation has finished be sure to uncheck the Run the SharePoint Products Configuration Wizard checkbox.
Now it’s time to install SQL Server 2012. Note that Service Pack 1 for SQL Server 2012 is a requirement for PowerPivot for SharePoint. If you do not install it you will get an error on the “SharePoint installation requirement for PowerPivot for SharePoint” rule when you try to install PowerPivot for SharePoint.
So to avoid this and to avoid installing it in several steps I use the slipstream distribution of SQL Server 2012 SP1. This download can be found on http://www.microsoft.com/en-us/download/details.aspx?id=35575
In case you do not use the slipstream package you need to install SP1 before you install PowerPivot for SharePoint. You also need to uninstall the Reporting Services Add-in for SharePoint. Instead you need to install the Reporting Services Add-in for SharePoint Products from SP1 that can be found here http://www.microsoft.com/en-us/download/details.aspx?id=35583
Since I am installing a demo environment I choose to run Analysis Services under the Administrator account this is of course not recommended.
In my case I want the default installation to be in Tabular mode. I will add a second instance of SQL Server Analysis Services in Multidimensional and Data Mining Mode later.
Reporting Services will be configured later from SharePoint Central Admin.
After the default instance has been installed you can start the installation of the PowerPivot for SharePoint instance. So start the SQL Server 2012 SP1 slipstream installation and choose to add a new instance, the role that you need to specify is the SQL Server PowerPivot for SharePoint. Note that I have unchecked the option of adding a SQL Server Relational Engine to my installation since I already have one installed.
I leave the instance ID and root directory to the default. As you can see I have also installed a second instance for Analysis Services Multidimensional but I did not show this in the blog.
I use the same service account that I used for the other instances, this is not recommended of course but it works for my demo environment.
Now it is time to run the PowerPivot for SharePoint 2013 Configuration tool.
This is a new farm so the only thing needed is to fill in all the details necessary.
After pressing Validate and everything validates ok the only thing that you need to do to click run in the configure tool.
After the configuration you will see the following message:
Now SharePoint 2013 has been configured and you can start using the PowerPivot features. Since this was a new farm by default I also got a new site and site collection configured on my server.
Once this has been done you can start adding the extra service applications that are needed to get a fully working BI site. You do so under application management where you choose to manage service applications.
Once in you will see the list of installed service applications. What you then need to do is to click the new button in the ribbon.
First I choose to add a new PerformancePoint Service Application.
In the application settings there are a couple of things that need to be filled out.
In my case I just choose a name of the service application and specify that it should be added to the default proxy list of the farm.
I also specify that it should run in a new Application pool with the account that I am using throughout the farm, again this is not the recommended procedure.
When the service application has been created I click on the name to configure the security for it.
Under the application setting I add the account that will be used when accessing data sources unless I specify anything else in the data source setting.
Then the service needs to be started this can be done under Manage services on server
Next step is to add the Visio Graphics Service, this can be used to build nice looking reports from Visio.
Here again I specify the Application name as well as the account for the application pool.
The next step is to create the Reporting services service application in case you do not have it in the list of service applications you need to install the service application manually the steps necessary for that can be found here: http://technet.microsoft.com/en-us/library/gg492276.aspx#bkmk_install_SSRS_sharedservice
Now you can create the Reporting Services Service Application
I use the account that I have used throughout the farm
I associate it with the web application that I want to enable it in.
Now that all services have been configured in central admin it is time to move to the site and enable the BI features. First thing that is necessary is to enable the PerformancePoint Services features in the site collection.
After that has been done the features need to be enabled on the site level as well. So I enable the BI Center Data Connections feature, the PerformancePoint Services Site Feature and the SharePoint Server Enterprise Site features.
The last steps is to add the apps that will host the BI material. In my case I add the following apps. Dashboards Library, PerformancePoint Content List, DataConnections Library for PerformancePoint and a Data Connection Library.
Now everything is installed and configured so that you can use all the BI features of SharePoint 2013 and SQL Server 2012 Service Pack 1.