How to install the workbook for Sharepoint on an existing Sharepoint Server

How to install the workbook for Sharepoint on an existing Sharepoint Server

 

Install SQL Server workbook for Sharepoint

Run SQL Server 2008 R2 to installProgramTo add a workbook for Sharepoint to a Sharepoint farm. If the farm consists of multiple SharePoint servers, you must run the SQL Server 2008 R2 installer on the application server that has been added to the farm.

Note:
This process assumes that the computer does not have a previous SQL Server installation. If you have previously installed the SQL server component, the page in the installation wizard appears in a slightly different order.

2. On a computer that already has a Sharepoint 2010 installation, insert the installation media or open a folder containing the installation file for SQL Server 2008 R2.

4. Run the SQL Server installer with administrator privileges. Right-click setup.exe and select"Run as administrator".

6. In the left-side Navigation Pane, click"Installation".

8. Click"New installation or adding features to existing installation".

10. In "setup support rules", if no problem is found, click"OK". Otherwise, follow the instructions on the page to correct the problem and restart the installer.

12. In "Installer support files", click"Installation".

14. Click"Next".

    Note:

    If Windows Firewall is enabled, the system will warn you to open the port to enable remote access. This warning is generally not applicable to the installation of the workbook. Use the SharePoint port opened for SharePoint service-to-service communication to establish a connection with the workbook service and data files. You must open the port only when installing other SQL server functions that require data access from a remote computer. The following is an example: use the traditional analysis services data source as the external data source of the workbook, and use client applications such as SQL Server Management studio to browse the workbook loaded on the remote Sharepoint Server, or set the database engine as the database server of the multi-server SharePoint farm. For more information about how to open the ports used by these servers, seeConfigure Windows Firewall to allow SQL server access.

16. In "installation type", select"New installation or adding features". This page appears only after you have installed an existing instance. Do not select"Add a function to an existing instance of SQL Server 2008 R2". Workbook for Sharepoint must be installed as a new instance. Click"Next".

18. In product key, specify evaluation edition or enter the product key for a license copy of enterprise, developer, or data center. Click"Next".

20. Accept the Microsoft software license terms of the agreement, and then click"Next".

22. In "set role", selectSQL Server workbook for Sharepoint.

24. On the "set role" page"Add a workbook for Sharepoint :", Select"Existing field". Click"Next".

26. In "function Selection", view the read-only list of the features to be installed. This list is for reference only. You cannot add or delete pre-selected items for this role. Click"Next".

28. In "Install rules", click"Next".

30. In "instance configuration", the name of the read-only instance of "workbook" is displayed for your reference. The instance name is required and cannot be modified. However, you can enter a unique instance id to specify the descriptive directory name and registry key. Click"Next".

32. In disk space requirements, confirm that you have sufficient disk capacity required for installation, and then click"Next".

34. In "server configuration", specify a domain user account for SQL Server Analysis Services. Do not use built-in system accounts such as local system or network service. The specified domain user account is required to install Analysis Services in the SharePoint farm. For more information about account recommendations, seePlanning the deployment of a workbook in A SharePoint farm. Click"Next".

36. In analysis services configuration, click"Add current user".

38. On the same page, add a Windows User Account for anyone who requires management permissions for the Analysis Services Service instance. If you want to connect to the Analysis Services Service instance in SQL Server Management studio to eliminate database connection problems or obtain version information, any such user must have System Administrator privileges on the server. Add a user account that may immediately remove server issues or anyone who manages the server.

40. Click"Next".

42. Click"Next"Until the "prepare for installation" page appears.

44. Click"Installation".

Deploy the workbook solution package

Deploying a workbook solution to a Sharepoint web application is required for server configuration.

1. Click Start and select"All Programs","Microsoft SharePoint products 2010"And"SharePoint 2010 Management Center".

2. In system settings of SharePoint 2010 management center, click"Management site solution".

   You should see two different solution packages: powerbench tfarm. WSP and powerbench twebapp. WSP. Deploy the first solution (powerbench tfarm. WSP) When you install the first workbook for Sharepoint instance and never need to deploy it again ). Deploy the second solution (powerjavastwebapp. WSP) for the Management Center. However, you must manually deploy this solution for each SharePoint web application that supports access to the workbook data.

3. Click"Powereffectwebapp. WSP".

4. Click"Deployment Solution".

5. In"Deploy ?"Select the SharePoint web application that you want to add to it.

6. Click"OK".

7. Repeat this process for other SharePoint Web applications that also support access to the workbook data.

Start the service on the server

To deploy a workbook for Sharepoint, you must provide the following services: Excel calculation services, secure storage service, and claims to Windows Token service.

Claims to Windows Token service is required for Excel services and workbook for Sharepoint. You can use the Windows icon of the current SharePoint user to establish a connection to the external data source. This service must run on each Sharepoint Server where Excel services or workbook for Sharepoint is enabled. If the service has not been started, you must immediately start it so that excel services can forward authenticated requests to the System Service of the workbook.

1. In system settings, click"Manage services on the server".

2. Start claims to Windows Token service.

3. Start Excel calculation services.

4. Start the secure storage area service.

5. Verify that both SQL Server Analysis Services and SQL Server workbook system services are enabled.

Create a workbook Application

The next step is to create the workbook service application.

2. In application management in the management center, click"Manage service applications".

4. In"Service Application"In the functional area, click"New".

6. Select"SQL Server workbook service application". If the service application does not appear in the list, the workbook for Sharepoint is not installed or the solution is not deployed.

8. In"Create a workbook service application"Page, enter the name of the application. The default name is powercomputserviceapplication <number>. If you create multiple workbook service applications, descriptive names help other administrators understand how the applications are used.

10. In the application pool, create a new application pool and select a security account for it. Domain user accounts are required.

12. In"Database Server"Select the database server on which the application database will be created. The default value is the SQL Server database engine instance that carries the field configuration database.

14. In"Database name"The default value is powerpivotserviceapplication1 _ <guid>. The default database name corresponds to the default name of the service application. If you enter a unique service application name, follow a naming convention similar to your database name so that you can manage them together.

16. In"Database Authentication"The default value is Windows authentication. If you select"SQL authentication"For more information about how to use this authentication type in SharePoint deployment, see the SharePoint administrator guide.

18. Selected"Add the proxy of the workbook service application to the default proxy group"Check box. This will add the service application connection to the default service connection group. You must have at least one workbook service application in the default connection group.

    If a workbook service application is already listed in the default connection group, do not add a second service application to the group. Adding two service applications of the same type to the default connection group is not supported. For more information about how to use additional service applications in a connection group, seeHow to connect a workbook service application to a Sharepoint Web Application.

20. Click"OK". This service is displayed in the service application list that is present with other managed services.

Enable Excel services

Workbook for Sharepoint requires that excel services support access to the field's Workbook data. You can check whether the Excel services application is in the Service Application List of the management center and whether Excel services is enabled. If Excel services is not listed, perform the following steps to enable it immediately.

2. In application management in the management center, click"Manage service applications".

4. In the create area of the service application functional area, click"New".

6. Select"Excel Services Application".

8. In "Create an Excel Services Application", specify a name (for example, "Excel services application ").

10. In application pool, select create to create a new application pool and provide it with a descriptive name (for example, Excel services application pool ").

12. In configurable, select a Windows domain user account for this application pool ID.

14. Keep default check box, which adds the service application proxy to the default service connection list.

16. Click"OK".

18. Click the Excel services application you just created.

20. Click"Trusted file location"And select a trusted location on this page. (Normally, this location will be in the "Address" columnHttp ://.) To ensure that both Excel services and workbook have access to this workbook, you must include SharePoint as a trusted location for Excel services. Workbook system service cannot access workbooks stored outside the SharePoint farm.

22. In the "workbook attributes" area, Set"Maximum workbook size"Set to 50.

24. In "external data", Set"Allow external data"Set"Trusted data ?? Database Connection and embedded connection". This setting is required for workbook data access.

26. Deselect"Warning when data is refreshed"Check box to allow preview images for Separate worksheets in the workbook library. If you choose to retain this warning and set the workbook to refresh when it is opened, you may receive a single preview image of the warning, rather than a page in the workbook.

28. Click"OK".

Enable Secure storage service and configure data refresh

Workbook for Sharepoint requires the secure storage area service to store creden。 and unattended execution accounts for data refresh. You can check whether the secure storage area service is in the list of service applications and whether the secure storage area service is enabled.

Important
Even if the secure storage area service is enabled, check whether the CMK has been generated. For more information, see section 2: generate a master key ".

If the secure storage area service is not listed, perform the following steps to enable it immediately. By enabling the secure storage area service, the workbook creator and document owner can access a wider range of data source connection options when planning data refresh times for the workbooks they publish.

Part 1: Enable Secure Storage Service

1. In application management in the management center, click"Manage service applications".

2. In the create area of the service application functional area, click"New".

3. Select"Secure storage zone service".

4. In"Creating secure storage area Applications"Page, enter the name of the application.

5. In"Database", Specify the SQL server instance that will host the database for this service application. The default value is the SQL Server database engine instance that carries the field configuration database.

6. In"Database name"Enter the name of the service application database. The default value is secure_store_service_db _ <guid>. The default name corresponds to the default name of the service application. If you enter a unique service application name, follow a naming convention similar to your database name so that you can manage them together.

7. In"Database Authentication"The default value is Windows authentication. If you select "SQL authentication", refer to instructions on how to use this authentication type in the SharePoint administrator guide.

8. In application pool, select"Create a new application pool". Specify a descriptive name to help other server administrators identify how to use this application pool.

9. Select a security account for the application pool. Specifies the managed account for which the domain user account is to be used.

10. Accept other default values, and then click"OK ".The service application is displayed next to another hosted service in the Service Application List.

Part 2: generate a master key

1. Click secure storage area service application in the list.

2. In the service application functional area, click"Manage".

3. In "Key Management", click"Generate new key".

4. Enter and then confirm the pass phrase. This phrase is used to add shared service applications in other secure storage areas.

5. Click"OK".

Part 3: Configure an unattended workbook data refresh account

Creating an unattended data refresh account for access to the data in the workbook is usually necessary for external data access during the data refresh period. For example, if Kerberos is not enabled, you must create an unattended account that can be used to connect to external data sources.

For instructions on how to modify unattended accounts or configure other storage creden used in data refresh, seeHow to configure an unattended data refresh accountAndHow to refresh the stored creden for the dataset.

Enable usage data collection

Workbook for Sharepoint uses the SharePoint usage data collection infrastructure to collect information related to the usage of the workbook throughout the field. Although the usage data is always part of the SharePoint installation, you may need to enable it before using it. For more information, seeHow to configure usage data collection).

Increase the maximum size of SharePoint web applications and Excel services

Because the workbook may be large, you may need to increase the maximum file size. There are two file size settings to be configured: "maximum upload size" for the Web application and "Maximum workbook size" in Excel services ". In the two applications, the maximum file size should be set to the same value. For more information, seeHow to configure file size limit).

Activation of the workbook feature integration for a website set

Website set-level function activation enables application pages and templates to be used for your site, including configuration pages for scheduled data refresh and application pages for the workbook library and data feed library.

1. On the SharePoint site, click"Website operations".

   By default, Sharepoint web applications are accessed through port 80. This means that you can enter http: // <computer name> to open the root website set and access the SharePoint website.

2. Click"Website Settings".

3. In "website set management", click"Website set function".

4. Scroll down the page until you find"Workbook integration website set function".

5. Click"Activate".

6. By opening the sites and clicking"Website operations"Repeat the preceding operations for other website sets.

For more information, seeHow to activate the workbook integration for a website set.

Activate online help

Workbook for Sharepoint includes online help that can be accessed from pages in the SharePoint site. This online help provides information related to the workbook application page and links to updated content on the web. The online help will be installed but not activated. For more information, seeActivate sqlworkbook help set.

Verify Installation

When a user or application opens an Excel Workbook that contains the workbook data, the workbook query process occurs. At least, you can check the pages on the SharePoint site to confirm that the workbook feature is available. However, to fully verify an installation, you must have a workbook that can be published to SharePoint and accessed from the database. For testing purposes, you can publish a sample workbook that contains the workbook and use it to confirm that SharePoint integration is correctly configured.

To verify the integration of the workbook with the SharePoint site, perform the following operations:

1. Open your web application in a browser. If you use the default value, you can specify http: // <your computer name> in the URL.

2. Verify that the workbook data access and processing functions are available in the application. You can verify the availability by verifying whether the library template provided by the workbook exists:

   1. In Site operations, click"Other Options ...".

   2. In the "library", you should see"Data feed library"And"Workbook Database". These library templates are provided by the workbook feature and are visible in the database list if the feature is correctly integrated.

To verify the access to the dataset on the server, perform the following operations:

1. Upload a workbook to the workbook library or any SharePoint library. For more information about how to access the sample file, seeCreate a workbook in Excel.

2. Click this document to open it from the library.

3. Click a slice or filter data to start the workbook query. The server loads the data in the background and returns the results. In the next step, you will connect to the server to confirm that the data has been loaded and cached.

4. Start SQL Server Management studio from the Microsoft SQL Server 2008 R2 Program Group in the Start Menu. If this tool is not installed on your server, you can skip to the last step to check whether the cached file exists.

5. In "server type", selectAnalysis Services.

6. In "server name", enter<Server Name> \ workbook, Where,<Server Name>Is the name of a computer that has been installed in the workbook for Sharepoint.

7. Click"Connection".

8. In object Resource Manager, click"Database"This allows you to view the list of the loaded workbook data files.

9. On the computer file system, check the following folder to determine whether the file has been cached on the disk. The existence of a cache file further confirms that your deployment is normal. To view the File Cache, go to the \ Program Files \ Microsoft SQL Server \ msas10_50.workbook \ OLAP \ backup folder.

Steps after installation

After the installation is verified, you can complete the service configuration by creating a workbook database or optimizing individual configuration settings. To make full use of the server components you have just installed, you can download the workbook for Excel to create and publish your first workbook.

Create a workbook Database

A Workbook library is a library that includes preview and display options to view a workbook on a Sharepoint site. You can use the workbook library to publish and view the workbook recommended for its preview function. In addition, if you deploy reporting services on the same Sharepoint Server, the workbook library simplifies report creation. You can start the report builder from the workbook library to create a new report based on the published workbook. For more information about creating and using databases, seeHow to create and customize a workbook DatabaseAndHow to Use the workbook Library.

Create other trusted sites in Excel services

You can add a trusted site to excel services to change permissions and configuration settings on the site that provides Excel workbooks and workbook data. For more information, seeHow to Create a trusted location for a workbook site.

Optimize configuration settings

The workbook service application is created using the default attributes and values. You can modify the configuration settings of individual service applications, this allows you to change the method used by the allocation request, set the server timeout, change the threshold for querying the response report event, or specify how long the usage data is retained. SeeConfiguration)AndProcedure).

Install workbook for Excel and generate workbook

After you have installed the server components on the site, you can create the first Excel 2010 workbook that uses the embedded workbook data and publish it to the SharePoint library in the Web application. Before you can generate an Excel Workbook that contains workbook data, you must start from installing Excel 2010 and then install the workbook for Excel external program, the external program is expanded to excel to support the data import and rich content of the workbook. SeeHow to install workbook for ExcelAndCreate a workbook in Excel.

Add servers or applications

When you deploy the workbook solution, all website sets in the Web application are activated at the site set level. After a period of time, when you create a new web application, you must deploy the powerjavastwebapp solution to each application. For more information, seeHow to deploy the workbook Solution.

Based on how you configure the workbook service application, the workbook System Service is added to the default connection group and can be used to use all web applications connected by default. However, if you have configured a web application to use the Custom Service Application connection list, you need to add the workbook service application to the SharePoint Web applications for which you want to enable the workbook data processing. For more information, seeHow to connect a workbook service application to a Sharepoint Web Application.

After a period of time, if you are sure you want to attach the data storage and processing capabilities, you can add the second master node for Sharepoint Server instance to the site. The installation process is almost identical to the steps you perform when adding the first server, except for requirements on How to specify the Instance name and service account information. For more information, seeHow to add a workbook server to a Sharepoint farm.