Install PowerPivot for SharePoint on an existing SharePoint server

Step 1:

1. Check the Programs folder of the SQL Server R2 analysis Services instance. If you find an existing installation or evidence of a previous installation, perform the remaining steps. Otherwise, proceed directly to step 2: Install PowerPivot for SharePoint.

2. With administrative privileges, use Notepad to edit Setup100.exe.config to add the following XML statement.

   First, right-click Notepad and select Run as Administrator.

   Open Setup100.exe.config:%programfiles%\microsoft SQL Server\100\setup from the following location bootstrap\sqlserver2008r2\x64

   add <disableCachingBindingFailures> to the file, and then save the file. This entry instructs the Setup program to ignore the cache binding failure so that it can install a new instance of the object even if it failed previously.

   <?xml version= "1.0" encoding= "Utf-8"?><configuration>  <runtime>    < disableCachingBindingFailures enabled= "1"/>  </runtime></configuration>

3. Proceed to Step 2: Install SQL Server PowerPivot for SharePoint.

Step 2:

Run the SQL Server R2 Setup program to add PowerPivot for SharePoint to a SharePoint farm. If the farm is made up of multiple SharePoint servers, you must run SQL Server R2 setup on an application server that is already joined to the farm.

2. On a computer that already has a SharePoint 2010 installation, insert the installation media or open the folder that contains the installation files for SQL Server R2.

4. Run the SQL Server Setup program with administrator privileges. Right-click Setup.exe and select Run as Administrator.

6. Click Install on the left side of the Navigation Pane .

8. Click New Installation or add features to an existing installation.

10. In Setup support rules, if no issues are found, click OK. Otherwise, follow the instructions on the page to correct the problem and restart setup.

12. In Setup support files, click Install. This step adds the SQL Server Setup files to your computer and identifies any issues that may occur when you install the support files.

    Attention

    If Windows firewall is enabled, you will be warned to open the port to enable remote access. This warning is usually not available for PowerPivot installations. Establish a connection to the PowerPivot service and data files using a SharePoint port that has been opened for SharePoint service to service communication. You need to open a port only if you are installing additional SQL Server features that require data access from a remote computer. The following is an example scenario: Using an Analysis Services multidimensional database as an external data source for PowerPivot workbooks, using client applications such as SQL Server Management Studio to browse the remote SharePoint services or set up the database engine as a database server for a multi-server SharePoint farm. For more information about how to open the ports that these servers use, see Configure Windows Firewall to allow SQL Server access.

14. Click next to install the support files.

16. In installation type, select New Installation or add features. The page appears only after you have installed an existing instance. Do not select Add features to existing instances of SQL Server R2. PowerPivot for SharePoint must be installed as a new instance. Click Next.

18. In Product key, enter the product key or specify Evaluation Edition for the licensed copy of the Enterprise, Developer, or Data Center version. Click Next.

20. Accept the Microsoft Software License Terms for the agreement, and then click Next.

22. In set role, select SQL Server PowerPivot for SharePoint.

    Also on the Install Roles page, in add PowerPivot for SharePoint to:, select Existing farm. Click Next.

24. In feature selection, review the read-only list of features that will be installed. This list is displayed for informational purposes only. You cannot add or remove pre-selected items for this role. Click Next.

26. In installation rules, click Next.

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

30. In disk space requirements, verify that you have sufficient disk capacity to install the feature, and then click Next.

32. In server configuration, specify a domain user account for SQL server Analysis Services. Do not use built-in system accounts such as the Local system or Network Service. Specifies that the domain user account is required to install analysis Services in the SharePoint farm. For more information about account recommendations, see Planning for PowerPivot deployment in a SharePoint farm. Click Next.

34. In Analysis Services configuration, click Add Current user.

    On the same page, add a Windows user account for any person who requires administrative permissions on the Analysis Services service instance. If a user wants to connect to an Analysis Services service instance in SQL server Management Studio to troubleshoot database connectivity issues or obtain version information, any such user must have system administrator privileges on the server. Add user accounts that may require immediate exclusion of server issues or any person who manages the server.

    Click Next.

36. Click Next on the remaining pages until the ready to install page appears.

38. Click Install.

Step 3:

Deploying a PowerPivot solution to a SharePoint WEB application is required for server configuration.

2. Click the Start button, select All Programs, clickMicrosoft SharePoint Products 2010, and then choose SharePoint 2010 Central Administration.

4. In SharePoint 2010 Central Administration, in system settings, click Manage Farm solutions.

   You should see two different solution packages: powerpivotfarm.wsp and powerpivotwebapp.wsp. When you install the first PowerPivot for SharePoint instance and never need to deploy again, the first solution (POWERPIVOTFARM.WSP) is deployed. To deploy a second solution for Central Administration (POWERPIVOTWEBAPP.WSP), however, you must manually deploy this solution for each SharePoint WEB application that will support PowerPivot data access.

6. Click "POWERPIVOTWEBAPP.WSP".

8. Click Deploy Solution.

10. In the deploy to? , select the SharePoint Web application to which you want to add PowerPivot feature support.

    Important Notes
    Make sure that the WEB application is configured to use Classic mode authentication. For instructions on how to verify the authentication mode, see Deploying a PowerPivot solution.

12. Click OK.

14. Repeat this process for other SharePoint WEB applications that also want to support PowerPivot data access.

Step 4:

PowerPivot for SharePoint deployment requires that your farm include the following services: Excel Calculation Services, secure Store service, and Claims to Windows Token service.

Both Excel Services and PowerPivot for SharePoint use the Claims to Windows Token Service to establish a connection to an external data source through the Windows identity of the current SharePoint user. If the service is not already started, you must start it immediately to enable Excel calculation Services to forward authenticated requests to the POWERPIVOT system service.

1. In central administration, in system settings, click Manage Services on server.

2. Start Claims to Windows Token Service.

3. Start Excel calculation Services.

4. Start the Secure Store service.

5. Verify that both SQL Server Analysis Services and SQL Server PowerPivot system services are started.

Step 5:

2. In central administration, in application management, click Manage Service Applications.

4. In the Service Applications Ribbon, click New.

6. Select SQL Server PowerPivot Service Application. If the service application does not appear in the list, PowerPivot for SharePoint is not installed or the solution is not deployed.

8. On the New PowerPivot Service Application page, enter the name of the application. The default name is powerpivotserviceapplication< digital >. If you create multiple PowerPivot service applications, the descriptive name will help other administrators understand how the application is used.

10. In application pool, create a new application pool and select a security account for it. The domain user account is required.

12. In database server, select the database server on which the Service application database will be created. The default value is the instance of the SQL Server database engine that hosts the farm 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 similar naming convention for 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, refer to the SharePoint Administrator's Guide for best practices on how to use this authentication type in a SharePoint deployment.

18. Select the add the proxy for this PowerPivot service application to the default proxy group check box. This adds the service application connection to the default service connection group. You must have at least one PowerPivot service application in the default connection group.

    If a PowerPivot 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 a supported configuration. For more information about how to use an additional service application in a connection group, see Connect a PowerPivot service application to a SharePoint Web application.

20. Click OK. The service displays the list of service applications that are present in the farm with other managed services.

Step 6:

PowerPivot for SharePoint requires Excel Services to support PowerPivot data access in the farm. You can determine whether Excel Services is enabled by confirming that the Excel Services application appears in the list of service applications in central administration. If Excel Services is not listed, perform the following steps to enable it immediately.

2. In central administration, in application management, click Manage Service Applications.

4. In the Service Applications Ribbon, in Create, click New.

6. Select Excel Services application.

8. In Create a new Excel Services application, specify a name (for example, Excel Services application).

10. In application pool, select Create to create a new application pool and give it a descriptive name (for example, Excel Services application pool).

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

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

16. Click OK.

18. Click the Excel Services application that you just created.

20. Click Trusted file location, and on this page, select the location that you trust. (Typically, the location is listed in the Address column as http://.) To ensure that Excel Services and the PowerPivot service have access to the workbook, you must include SharePoint as a trusted location for Excel Services. PowerPivot System Service cannot access workbooks that are stored externally on a SharePoint farm.

22. In the workbook properties area, set maximum workbook size to 50.

24. In external data, set allow external data to trusted data connection libraries and embedded connections. This setting is required for PowerPivot data access in the workbook.

26. Uncheck the "Warn on data refresh" check box to allow preview images for individual worksheets in PowerPivot Gallery. If you choose to keep the warning and the workbook settings specify to refresh on open, you might get a single preview image of the warning, rather than a page in the workbook.

28. Click OK.

Step 7:

Feature activation at the site collection level makes application pages and templates available to your site, including configuration pages for scheduled data refreshes, and application pages for PowerPivot libraries and data feed libraries.

1. On the SharePoint site, click Site Actions.

   By default, the SharePoint Web application is accessed through port 80. This means that you can usually access a SharePoint site by entering http://< computer name > to open the root site collection.

2. Click Site Settings.

3. In site Collection administration, click site Collection features.

4. Scroll down the page until you find the PowerPivot Integrated site collection feature.

5. Click Activate.

6. repeat these actions for other site collections by opening each site and clicking Site Actions.

Install PowerPivot for SharePoint on an existing SharePoint server