Performance Point, can’t move data from Staging to App DB

You go through all the effort of loading your Staging database and you click on the “Load this model from Staging Area”.  Then you check your application database and there is nothing there.  You check your staging database and there no errors (BizSystemFlag = 0).

So what’s the problem?  There are no errors in the database (or in the event log).

You have to update the BizSystemFlag = 200.  Now when you load the model from the staging area it will actually move the data.

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Performance Point 2007, how to move a matrix

So you created an excel form on the Performance Point tab and you realized that put your matrix in the wrong cell (defaults to the cell you have clicked when click the add new matrix button).  How can you fix it (without deleting the matrix and starting over)?

You can move the matrix by changing it’s location.

Go to Reports –> Report properties
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From there expand the workbook and sheet and click on the matrix name.

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Scroll down to the bottom and the second to last property is the location.
You can change that to move the matrix to what ever cell you need.

Performance Point excel not updating problems

So I found out a few tips about the excel add-in for Performance Point Server 2007.

Item 1, do NOT change a form template if you have a cycle created using that form template.  You can not guarantee that users will get the correct version of the form template.

Item 2, cache not clearing.  If you are sure you are not getting the latest form template when you open an assignment you can open the performance point excel add-in and click the clear cache button.  That may not always work.  To get around that problem you can browse to the folder

C:\Documents and Settings\Administrator\Local Settings\Application Data\Microsoft\PerformancePoint\OfflineCache.

If you can’t find the folder under Administrator, check under the current user or all users.

CAVEAT:  Do not delete the OfflineCache folder.  Be sure you only delete the folder under the OfflineCache.  If you do delete the OfflineCache folder I can’t tell you how bad Performance Point will react.

Dashboard Designer can not connect to cube

When I tried connecting to my cube from Dashboard Designer, I got the wonderful error “The PerformancePoint Server could not connect to the specified data source. Verify that either the current user or application pool user has Read permissions to the the data source, depending on your security configuration.  Also verifty that all required connection information is provided and correct.”

This was caused by the application pool PPSMonitoringWebService running as the wrong account.  No matter what else you do you have to make sure that account has permissions to your database.

Dashboard Designer,what’s my connection string again?

In the Performance Point Server 2007 Dashboard Designer, you create a data source using either a standard connection or with a connection string.  I use the connection string option myself, but I never remember the syntax of the connection string (to a AS cube).

So here how’s I get the connection string:

Open excel (I use 2007)
Go to the data tab
From Other sources
From Analysis Services
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Put in your server name (I leave the default for Log on credentials)
Choose next
Then choose what cube you want (if you have more than one cube)
Click Next
Click Finish (if you already have a data source of that name already existing, then you will have a pop up asking if you want to continue, I choose yes)
Click properties
Click on the Definition Tab

Viola, there is the connection string to your cube.
Now you can copy and paste that back into Dashboard Designer.

Delete a Performance Point 2007 Cycle

So I have been doing a PPS proof of concept and I have created cycles (I am not going to explain what a cycle is) that I no longer want (or need).  So I wanted to delete some cycles and found it not easy to figure out.

So here are the short instructions:
In the Workspace Browser, click Process Management, then select the cycle you want to delete.  In the cycle tasks pane, click Available Actions in the Select Action list, then select Close.  Then repeat and select Purge from the Select Action list.  After you click ok all the assignments and jobs are deleted.

Now the problem is that the cycles are still there??? And you can no longer go to the Available Actions.

Here’s that one trick you have to remember, the Business Modeler has to be refreshed so click the refresh model site arrows icon (or press F5 or View->Refresh or close and reopen).

Yeah this took me a while to figure why the cycle still showed up after supposedly getting rid of them.  The moral of the story is always remember the Planning Business Modeler sometimes automatically and sometimes it doesn’t so ALAWYS click the refresh buttons.

PerformancePoint Planning Server 2007 hardware prerequisites

Here are the hardware prereq’s for Performance Point Server 2007.

Planning Server hardware prerequisites

The following table lists the minimum and recommended hardware requirements for clients and servers used by PerformancePoint Planning Server.

Hardware requirements PerformancePoint Planning Servers File share server PerformancePoint Server Business Modeler PerformancePoint Server Add-in for Excel
Processor type Minimum: 1x Pentium 4

Recommended: 2x dual-core 64-bit CPUs

Minimum: 1x Pentium 4

Recommended: 2x dual-core 64-bit CPUs

Minimum: 1x Pentium 3

Recommended: 1x dual-core 32-bit CPU (x86)

Minimum: 1x Pentium 3 CPU

Recommended: 1x dual-core 32-bit CPU (x86)

Processor speed Minimum: 2.5 GHz

Recommended: 2.8 GHz

Minimum: 2.5 GHz

Recommended: 2.8 GHz

Minimum: 1 GHz

Recommended: 2.5 GHz

Minimum: 1 GHz

Recommended: 2.5 GHz

Available hard disk space Minimum: 1 GB

Recommended: 5 GB + 7200rpm hard disk drive

Minimum: 1 GB

Recommended: 5 GB + 7200rpm hard disk drive

Minimum: 512 MB

Recommended: 2 GB

Minimum: 512 MB

Recommended: 2 GB

RAM Minimum: 2 GB

Recommended: 4 GB

Minimum: 2 GB

Recommended: 4 GB

Minimum: 1.5 GB

Recommended: 2 GB

Minimum: 1.5 GB

Recommended: 2 GB

Network interface Minimum: 1000BASE-T Minimum: 1000BASE-T Minimum: 1000BASE-T Minimum: 1000BASE-T

PerformancePoint Excel Add-in prerequisites

So if you want to make sure your clients can use the Excel add-in.
Here are the prerequisites for the add-in (from the Deploying PerformancePoint white paper).

All client computers require the following software before PerformancePoint Add-in for Excel can be installed:

· Windows Vista, Windows XP with Service Pack 2, or Windows Server 2003 with Service Pack 1

· Microsoft Office Excel 2003 Service Pack 1 or Office Excel 2007

· Office Excel 2003 Primary Interop Assembly (.NET Programmability Support)

· The Microsoft .NET Framework version 2.0.50727.42 or later.

Note:
To enable Export to Excel functionality or Export to PowerPoint functionality in Microsoft Office PerformancePoint Server 2007, you must install the Microsoft .NET Framework version 2.0 on the computer where these commands are executed.

· Microsoft Core XML Services (MSXML) 6.0

Note:
Be sure that you have Microsoft Core XML Services (MSXML) 6.0 installed before installing OLE DB Provider for OLAP Services 9.0.

· Microsoft OLE DB Provider for OLAP Services 9.0 Service Pack 2

· Microsoft ADOMD.NET 9.0 Service Pack 2

PerformancePoint 2007 Planning Server Roles

Here is an excerpt from the MS white paper on deployment of Performance Point Server 2007 on the server roles of PerformancePoint.

Here is the link to the document (which is a must read)
Deployment Guide for PerformancePoint Server 2007 (http://go.microsoft.com/fwlink/?LinkId=106633)

Using Planning Server roles

The security model for Planning Server is based on roles. Users are assigned to roles, and their permission levels in the Planning Server system are dictated by the roles to which they belong. The two types of roles are administrative roles and business roles.

Planning Server administrative roles

Planning Server includes four predefined administrative roles, which support the separation of responsibilities within an organization:

· Global Administrator

· Modeler

· Data Administrator

· User Administrator

Each role enables its members to perform a specific set of tasks within a specific scope. These roles are configured in the Planning Administration Console.

More information about administrative roles is available in the “Security and roles” section of the Planning Business Modeler online Help.

Scope of administrative roles

The Global Administrator role has a system-wide scope. The other administrative roles have either an application scope or a model-site scope.

At the application level, a user in the Modeler, Data Administrator, or User Administrator role has permissions for all model sites in the application.

At the model-site level, a user in the Modeler, Data Administrator, or User Administrator role has permissions only for the specific model site.

Each role enables its members to perform a specific set of tasks within a specific scope.

The following table provides a high-level description of the administrative roles. Users who belong to multiple administrative roles can perform all tasks that are associated with each role.

Role Main tasks in Business Modeler Scope
Global Administrator Create and delete applications and model sites.

Note

To open a model site and use Planning Business Modeler, members of the Global Administrator role must also belong to another administrative role.

System
Modeler Create and manage data and workflow processes. Application or model site
Data Administrator Create and manage data and workflow processes. Perform data integration tasks. Application or model site
User Administrator Manage users. Application or model site
Global Administrator

A user who belongs to the Global Administrator role cannot connect to a server in Planning Business Modeler unless he or she also belongs to another administrative role. The only exception is to create the first application on Planning Server. A user who belongs only to the Global Administrator role can open Planning Business Modeler to create the first application.

Caution

Because of the potential for database errors when you use a multiple-server environment, we recommend that all Global Administrator tasks are performed in the Planning Administration Console.

Members of the Global Administrator role can perform the following tasks:

· Create or delete applications and model sites

· Add users to or remove users from the User Administrator role for the model site

Modeler

Typically, members of the Modeler role have both the technical and business expertise to perform modeling tasks. Members of the Modeler role can perform the following tasks in Planning Business Modeler within their scope (application or model site):

· Create, modify, or delete models, dimensions, and member sets.

· Deploy models and model sites.

· Create, modify, or delete assumptions.

· Create, modify, or delete cycles, workflow assignments, and calendars.

· Create, modify, or delete associations.

· Create, modify, delete, or run rules.

· Create, modify, delete, or run jobs. However, they cannot run Data Load, Data Export, or Data Movement jobs.

· Create, modify, or delete business roles within their scope. However, only members of the User Administrator role can manage role membership.

Users who are assigned to the Modeler role have unrestricted Read and Write access to all business data within their scope. This is true even if they belong to a business role that has restricted settings.

Data Administrator

Members of the Data Administrator role use Planning Business Modeler and the PerformancePoint Command Utility (ppscmd) as the primary tools for data integration tasks. Members of the Data Administrator role can perform the following tasks in addition to all Modeler role tasks:

· Run, synchronize, or load associations.

· Run Data Load, Data Export, or Data Movement jobs.

· Synchronize data to and load data from the application or staging database.

Planning Business Modeler uses the PerformancePoint Service Identity (SI) account to perform data integration tasks on a staging or application database. This account must have explicit permissions to the Microsoft SQL Server 2005 database.

Users who are assigned to the Data Administrator role have unrestricted Read and Write access to all business data within their scope. This is true even if they belong to a business role that has restricted settings.

User Administrator

Typically, members of the User Administrator role are executive administrators and business analysts. Members of the User Administrator role can do the following tasks in Planning Business Modeler:

· Assign users to and remove users from Data Administrator, Modeler, and User Administrator roles that have a model-site scope.

· Assign users to or remove users from business roles in the model site.

· Edit user permissions for a member set in the model site. This feature must first be enabled by a member of the Data Administrator or Modeler role.

Planning Server Business Roles

Business roles are defined for users who work with actual business data in PerformancePoint Add-in for Excel. Business roles are created and configured in Planning Business Modeler by members of the Data Administrator role or Modeler role. After business roles are created, users are then added to the business roles by members of the User Administrator role.

Complete information about business roles is available in “About user-defined business roles” in the Planning Business Modeler online Help.