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By: Mike Burger | Posted: January 26, 2012 at 12:57 AM

Step-by-Step Instructions

Before getting started I would like to point out the other blogs in this series. If you do not need help with the installation of the SQL Server 2012 bits then perhaps one of the other blogs will be of help.

Installation Order:

  1. SQL Server 2012 (RC0) Business Intelligence Configuration
  2. SQL Server 2012 (RC0) Installation and Configuration
  3. SharePoint 2010 Installation for SQL Server 2012 (RC0)
  4. Additional SSAS Instance Installations in SQL Server 2012 (RC0)
  5. SQL Server 2012 (RC0) PowerPivot for SharePoint 2010 Configuration
  6. SQL Server 2012 (RC0) SSRS Configuration in SharePoint Integrated Mode (including Power View) (Coming Soon)
  7. SSRS Alerting (Coming Soon)
  8. MDS (Coming Soon)

     

The SQL Server 2012 RC0 bits can be downloaded here. When you get your hands on the installation media click on the install file to open the SQL Server Installation Center. I will not cover it here, but the initial screen displayed contains a variety of Planning resources that can be used to help determine if your server meets the minimum requirements for a SQL installation, as well as resources to run a few tests to see if your server is eligible for an upgrade from a previous version of SQL.

After you are satisfied you have exhausted your ability use the resources on the Planning tab (or if you are impatient like me), click on the Installation link on the left side of the menu. Since I am installing everything on a single server, I then click on the option to install a new stand-alone SQL Server.

At this point the installation will check some Setup Support Rules. If you did not restart your computer after you ran some Windows Updates you may require a server restart. Additionally, you may need to install .NET. I would recommend taking care of any issues or warnings that occur in this screen so you can be confident that your installation will go smoothly.

 

If everything passes go ahead and click OK. The next screen will check for any available updates, when this is complete click Next. The installation process will then install some additional setup files. Again, let the process do its thing and then click the Install button.

Again a few Rule checks are performed, however, this time there are a few Warnings. One warning lets us know that we are installing SQL on a domain controller. This is okay, and in fact, this is intentional. Since we are installing everything on a single server there is no way to avoid this. The second warning lets us know that there is a potential issue with the Windows Firewall. This is a warning that I could fix. However, since I am never going to need to have any of the SQL services access resources outside of this single server the firewall warning will never cause an issue. If there aren't any other issues, once again click on Next.

 

 

The next screen asks for a Product Key. Since I am installing the RC0 bits I don't need one, I can leave the edition as Evaluation and continue. The last step before we begin setting up the server roles makes us agree to the License Terms. Click the check boxes as needed, and continue to the next step of the setup.

Now it gets a little more interesting. We are going to start installing the SQL Server services that will provide us with all of the functionality within the BI stack. On the Setup Role screen, we are first going to select the SQL Server Feature Installation option. You will see this screen a couple times in the future if you plan on coming back and modifying the current installation or if you plan to install additional instances of SSAS in Tabular mode or PowerPivot for SharePoint. I prefer to pick the SQL Server Feature Installtion option over the All Features With Defaults because I prefer to walk through the setup of each service. Click Next to continue to the next screen.

On this screen, we get to pick the Features we would like to include on our server. Since we are installing everything on a single server this is super simple, select everything! In a typical production environment on a select few services would be installed on the server, with other services being distributed amongst other servers in the farm (SSAS and SSRS for example).

Note: Since I already know I am going to install one of each available SSAS services (Multi-dimensional, Tabular, and PowerPivot) I prefer to just install the standard Multi-dimensional version first. Later in this blog series I return to these same setup screens and install SSAS services for both Tabular Mode and PowerPivot.

I would like to point out that we are installing Reporting Services in both Native and SharePoint mode, along with the Add-in for SharePoint Products. This is okay even though we don't have SharePoint installed yet. We will install the Add-in for SharePoint now and apply it to our SharePoint installation when we configure SSRS. If you know that you are only going to use SSRS in SharePoint Integrated mode you can unselect the option to also install Reporting Services in Native mode. Since I am building a demo server I will install both so that I can showcase both SSRS installation methods and uses. At the very least I would also recommend installing the Management Tools and SQL Server Data Tools since these will be needed by any DBA or Developer that is going to use the server. If you are satisfied with your feature selection you can move to the next step by clicking on Next.

On the next screen a couple Installation Rules are checked. At this point you may need to update prior installations of Visual Studio or the .NET Framework if they exist. Once both of these Rules pass, proceed to the next screen.

Since we have now decided which Roles and Features we are going to install on the server, we now need to perform the necessary configuration for each in order to complete the installation. The first step is to setup the instance for the Database Engine. Since I do not have a previous instance on this server I can use the default of MSSQLSERVER. You may need to change this if you already have an existing instance. You can also modify the root directory for the Instance if you have multiple drives to choose from.

On the next screen the install process then checks to make sure the drive you selected has enough free space for all the roles and features that were selected. Click next to continue to the Server Configuration setup screen.

This Server Configuration screen is very important. This is where we determine which accounts will be used in order to run each of the related SQL services. Since our server is already setup as a domain controller and we have already created all the necessary domain users, this step is pretty simple (check out the first blog in this series if you have not performed this setup already). I use my SQL domain account to run the SQL Server Agent, SQL Server Database Engine, and SQL Server Integration Services. Additionally, I have a separate SSAS domain user for the Analysis Services service, and a separate SSRS domain user for the Reporting Services service. Click Next.

 

We are now given configuration screens for each of the individual features that we chose to install. On the first Database Engine Configuration screen we can choose the Authentication Mode for the server (Windows Authentication or Mixed Mode), the storage location of the database files, and some FILESTREAM settings. To keep things simple on my single server I selected the Windows Authenticated mode and then added myself and an additional Administrator account as the SQL Server Administrators. Once you have finalized the settings, click on Next.

We now need to configure Analysis Services. Since I already know that I am going to need three instances of SSAS on this server, I always choose to install the Multidimensional and Data Mining Mode. This is the standard version of Analysis Services that most people are probably used to. This allows for the creation of classic dimension / fact data warehouses. In a larger BI implementation, this instance of SSAS could be installed on a server separate from the Database Engine. This would allow the Database Engine server to run the SQL Server Engine and SSIS and remove the processing load that SSAS normally puts on a server. In addition to this, the future installations of SSAS in POWERPIVOT and Tabular Mode could be on their own separate servers as well. As part of you infrastructure planning you should take into account how much each of these services will be used in order to determine if they will need to sit on a separate server.

On this screen, I again leave the defaults for the Data Directories (these can always be changed later if necessary), and add myself and the Administrator account as admins for Analysis Services. Once again, click on Next.

Next is the Reporting Services configuration. Since we chose to install SSRS in both Native and SharePoint Integrated Mode earlier in the installation we will see both of them here. Integrated Mode only allows us to install without any automated configuration, however, Native Mode offers a few options. For this, I am also going to choose to install and not configure since I have no immediate use for Native mode as I will be leveraging integrated mode with SharePoint 2010. Once you have made your selections, click on Next.

Note: From my experience, I have always had a lot better luck choosing to install only for SSRS in Native Mode. SSRS has a pretty easy to use configuration tool once installed that makes it pretty easy to setup.

The installation process then goes through a few more minor screens, continue to get next until you are given an option to click on Install. I always advise to quickly scan through the list of items that are ready to install to make sure I didn't make any accidental selections. When you are ready, start the installation!

The installation will run for a bit, and then give you the final configuration screen. If everything went well you have successfully installed SQL Server 2012 RC0!

By: Mike Burger | Posted: January 26, 2012 at 12:57 AM

Overview

With every new version of SQL that is released there are always a few changes and challenges related to the installation and configuration of all the tools within the BI stack. Admittedly, even with the ever changing toolset within the BI stack, this has gotten easier over time. Furthermore, the deep integration with SharePoint now makes it impossible to setup a VM and use the BI stack without it.

If you have never installed SQL server or any tools on the BI stack don't worry! The intent of this blog series is to walk through the configuration of each of the tools within the BI stack, including the SQL Server Database Engine and SharePoint 2010. With that said, my entire configuration is done on a single VM. Even though you will not run into many client environments with such a simple setup, a lot of the techniques and principles I cover can be translated to more complex situations. I completely understand that every environment is slightly different so it is possible that this step by step guide won't work for everyone. For this reason, feel free to use this blog a starting point for a new VM or installation of SQL, as well as an area to discuss any other installation issues that occur.

Let's get started!

To begin, I started with a clean installation of Windows Server 2008 R2. I also installed Office 2010 and made sure that all of the necessary Windows Updates and patches had been applied. For me, the best place to begin is to setup the VM as a Domain Controller. I do this for two reasons:

  1. A PowerPivot installation integrated with SharePoint requires the SSAS PowerPivot service account to be a domain user that can manage the installation through Central Administration.
  2. I have always found that it is significantly easier to setup all of the BI services if there is a separate domain account for each core group of services. This makes it easy to manage the accounts and ensure that the services remain isolated from each other.

Note: If you have not setup a Domain Controller before please check out this video series. It is put on by Dave Wickert, a fantastic Principal Program Manager at Microsoft. Dave is a great presenter that always makes complex topics and concepts easy to understand. If you get a chance to see him present in person make sure to check him out.

Below is a screenshot of the users I created on the machine in order to complete the rest of the server configuration. Along with using the Administrator, I also created a SharePoint, SQL, SSAS, and SSRS domain user. You may need to modify the security and rights of each user depending on how you use them in the future. My use of each of these domain users is explained later within this blog series.

What's next?

We are now ready to start some of the important SQL 2012 installations. Below is a list of each installation process that is included in this blog series, along with a link to the related content.

 

Installation Order:

  1. SQL Server 2012 (RC0) Business Intelligence Configuration
  2. SQL Server 2012 (RC0) Installation and Configuration
  3. SharePoint 2010 Installation for SQL Server 2012 (RC0)
  4. Additional SSAS Instance Installations in SQL Server 2012 (RC0)
  5. SQL Server 2012 (RC0) PowerPivot for SharePoint 2010 Configuration
  6. SQL Server 2012 (RC0) SSRS Configuration in SharePoint Integrated Mode (including Power View) (Coming Soon)
  7. SSRS Alerting (Coming Soon)
  8. MDS (Coming Soon)
By: Mike Burger | Posted: January 26, 2012 at 12:56 AM

Overview

Please check out the other blogs in the series related to setting up each of the main SQL Server 2012 features. Links to each of the related blogs are shown below.

Installation Order:

  1. SQL Server 2012 (RC0) Business Intelligence Configuration
  2. SQL Server 2012 (RC0) Installation and Configuration
  3. SharePoint 2010 Installation for SQL Server 2012 (RC0)
  4. Additional SSAS Instance Installations in SQL Server 2012 (RC0)
  5. SQL Server 2012 (RC0) PowerPivot for SharePoint 2010 Configuration
  6. SQL Server 2012 (RC0) SSRS Configuration in SharePoint Integrated Mode (including Power View) (Coming Soon)
  7. SSRS Alerting (Coming Soon)
  8. MDS (Coming Soon)

 

At this point in our configuration, we have already installed and configured one instance of SSAS in Multidimensional and Data Mining Mode. In SQL Server 2012, there are now two more types of SSAS services available for installation.

 

The first, PowerPivot for SharePoint Integrated Mode was introduced in SQL Server 2008 R2. This provides users the ability to view and store PowerPivot workbooks in SharePoint 2010. I would compare this functionality to Excel Services; however, these PowerPivot workbooks can be much more powerful since they truly extend the ability for Excel to provide insightful analysis on multiple data sources. The creation and use of PowerPivot within Excel is beyond the scope of this blog but I am already in the middle of putting together a blog on the new PowerPivot features in SQL Server 2012.

 

The second SSAS service that can be installed in addition to the classic Multidimensional Mode is new to the SQL Server business intelligence stack. This is SSAS in Tabular Mode. As opposed to a multidimensional cube, you can really think of the Tabular Mode as a simpler "table" approach for analyzing data. I think that Tabular Models will be easier for companies that are new to BI to understand and initially configure, and I really think of Tabular Mode as the "Corporate" version of a PowerPivot document. This gets into a larger discussion of the Microsoft BI Semantic Model (something we will all have to get used to hearing about). In fact, with a few clicks PowerPivot data models can be pulled out of Excel PowerPivot workbooks and loaded onto the SSAS Tabular Mode instance. At this point, IT can gain control of the model, enhance it, distribute through additional presentation layers, and add security. This will be quite beneficial for allowing IT put some additional structure around the use of Tabular Models that have become mission critical for an organization. There will be more specific blogs on this topic from me in the future.

 

For now, don't worry too much about each SSAS mode if you have not used them before. Let's just concentrate on how to install them. As I have mentioned a few times in this blog series, I am going to install all three types of SSAS on one server. This is for simplicity within this blog series, and does not represent how a production system would actually be configured.

 

Typically I would recommend at least a couple of the instances of Analysis Services be moved to a different server so that the processing of the SSAS databases could be spread across multiple machines. For a lot of the clients I work with, PowerPivot and Tabular mode are (or will be) new. Initially this means they probably won't be used heavily so are good candidates to be combined onto a single server.

 

Step-by-Step Instructions

To begin, we'll start with installing SSAS in Tabular Mode. Open up the SQL Server 2012 installation media and proceed through the Setup Support Rules. At the point where you are able to select an Installation Type, select the option to perform a new installation of SQL Server 2012.

 

Continue through the installation options until you reach the Setup Role screen. Since we are installing SSAS in Tabular Mode first we need to select the option of SQL Server Feature Installation. Once you have selected the proper options click on Next.

On the Feature Selection screen unselect all of the options except for Analysis Services. Once again, click on Next.

I prefer to name my instances in a way that will make them easy to identify in the future, so I will simply name this instance "TABULAR" (I am so creative right?) To keep things simple, I will give this nice instance the same Name and ID.

Skipping up to the Server Configuration screen, I will once again use my SSAS domain user. If you do not have your server setup as a domain check out the first blog in the series. You will need this server to be setup as a domain controller or part of a domain in order to configure SSAS PowerPivot with integration with SharePoint 2010.

The key to our installation is to select Tabular Mode on the Analysis Services Configuration screen. Set your administrators for the SSAS instance and then click all the way through to complete the installation. That's it, very easy to install.

Now that we have walked through and completed the installation of SSAS in Tabular Mode, we now need to install SSAS for PowerPivot for SharePoint. For the sake of time I will skip over the steps that are the same as the Tabular Mode installation, however, there are a few points to make.

First, there is an option on the Setup Role screen to add a SQL Server database engine to the installation. Since we already have a brand new instance of SQL Server Relational Engine installed earlier in the blog series I unselect this option before moving forward.

Secondly, on the Installation Rules page you could receive two warnings. The first warning was caused by unselecting the option to install the database engine on the previous screen. This is okay. Essentially it is telling us that PowerPivot for SharePoint needs SharePoint, and that SharePoint needs the database engine. Again, since we have this already we are okay.

The second warning lets us know that we need SharePoint 2010 SP1. If you have not installed SharePoint 2010 SP1 please refer to the SharePoint 2010 Installation for SQL Server 2012 blog found earlier in this series.

 

Since none of these warnings apply for us, we can continue. Unlike the Tabular Mode, we are not able to provide a Name for the PowerPivot instance, this must be POWERPIVOT. Again, to keep things simply I give this instance the same ID as shown in the screenshot below. Click through the rest of the installation and you're done!

By: Mike Burger | Posted: January 26, 2012 at 12:55 AM

Overview

If you do not already have SQL Server 2012 PowerPivot and SharePoint 2010 installed please check out one of the earlier blogs in this series. All of the blogs in the series are listed below. If you did not follow the SharePoint 2010 Installation for SQL Server 2012 blog then your PowerPivot configuration might vary slightly from what I shown below.

Installation Order:

  1. SQL Server 2012 (RC0) Business Intelligence Configuration
  2. SQL Server 2012 (RC0) Installation and Configuration
  3. SharePoint 2010 Installation for SQL Server 2012 (RC0)
  4. Additional SSAS Instance Installations in SQL Server 2012 (RC0)
  5. SQL Server 2012 (RC0) PowerPivot for SharePoint 2010 Configuration
  6. SQL Server 2012 (RC0) SSRS Configuration in SharePoint Integrated Mode (including Power View) (Coming Soon)
  7. SSRS Alerting (Coming Soon)
  8. MDS (Coming Soon)

 

To me, one of the best features of SQL Server 2012 PowerPivot is that it can easily (and from my experience consistently) also configure SharePoint 2010. Granted, I am doing this on a new server, but so far I have had very little issues when following the steps described below.

Note: You must have SharePoint 2010 SP1 installed to successfully perform all of the following steps.

Step-by-Step Instructions

When we installed SSAS in PowerPivot for SharePoint earlier in the series, we also installed the PowerPivot Configuration Tool. This configuration tool can be found in the Start Menu, then Microsoft SQL Server 2012, and finally the Configuration Tools folder.

When the configuration tool opens we only have one option since we have not configured PowerPivot for SharePoint on this server. I would like to point out that if you do have issues with your installation you can always come back to this configuration tool and Repair or Remove a botched installation. Additionally, if you already have a previous version of PowerPivot you can try to upgrade the Features, Services, Applications, and Solutions of an existing SharePoint 2010 farm. I have not tried this yet but would be glad to hear how it has worked for you.

If you click OK without having insalled SharePoint 2010 SP1 the configuration tool will not let you proceed any further. Reference my installation of SharePoint 2010 earlier in the series for how to install SP1 if you have not done so already.

After selecting to Configure or Repair PowerPivot for SharePoint we are taken to a screen that lists all of the tasks completed by the configuration tool. This is where all the magic happens. If you read through all of the configuration tasks it is actually quite incredible what this configuration tool does. It does everything from configuring a new farm (since PowerPivot requires a SharePoint farm), deploys all the PowerPivot integration, starts the Claim to Token Service, and even configures Secure Store and Excel Services for us! Pretty cool right? If your server is configured properly with all the prerequisites you will be able to successfully validate before running the configuration tool.

 

 

Note: Do not forget the Passphrase that you choose since this is used in the SP2010 setup. If you lose this, you will have to reinstall SharePoint later down the road or will be unable to completely configure the installation. Also, if anything fails you can hop over to the Output tab for more information. For example, I got an error due to the fact that a SharePoint site already existed in SSIS with the same name. This was from a previous installation on the server. I went into IIS, deleted the old site, validated again and everything worked fine.

Another error you could get during the validation is that the Analysis Services password is incorrect. If this is the case, use the left menu to click on the menu item for registering SSAS and type in the password as shown below. Once validated, run the configuration wizard to completion.

The next couple steps may not be needed, but I have found that if they are completed they can go a long way towards avoiding hours of troubleshooting some initial errors that PowerPivot and the PowerPivot Admin site will throw. Go to the new Central Admin site and in System Settings click on Manage services on server.

After this 'Stop' and 'Start' the 'Claims to Windows Token Service' and then run an IIS Reset and return to Central Admin. Until I did this, the PowerPivot administration screen would throw errors when I tried to view it. Additionally, when I tried to refresh PowerPivot workbooks I would get errors as well.

To view the PowerPivot management screen click on Application Management in Central Admin, then Manage service applications, and then Default PowerPivot Service Application. This step validates that the PowerPivot Admin page is up and running. You probably won't have much data to look at, but as long as no errors are thrown then you should be good to go.

At this point, you will also need to confirm that PowerPivot workbooks can be viewed and refreshed in SharePoint. To do this, you will obviously need a PowerPivot workbook! Creating a PowerPivot workbook is beyond the scope of this blog, but in order to do it you will need the PowerPivot Add-in for Excel. This is a free download and the SQL Server 2012 (RC0) version can be found here. Once I had this installed I created the PowerPivot document shown below.

Lastly, to validate the installation, navigate to your new SharePoint homepage. Click on the PowerPivot Gallery library and upload the newly created PowerPivot document. You might need to let the timer job run or refresh the browser in order for the gallery to update the thumbnails of each tab within the Excel document. If everything is working, you should see a view similar to the one below.

Click on the sheet you wish to view to confirm that the document can load in the browser. Click on a couple of the slicers to validate that the document is able to refresh the data. If so, your installation is successful!

By: Mike Burger | Posted: January 26, 2012 at 12:54 AM

Step-by-Step Instructions

I would like to point out that this installation is actually pretty simple for a brand new BI environment. If you are new to the series, please click on one of the other blogs in the series to get up to speed. If not, continue on!

Installation Order:

  1. SQL Server 2012 (RC0) Business Intelligence Configuration
  2. SQL Server 2012 (RC0) Installation and Configuration
  3. SharePoint 2010 Installation for SQL Server 2012 (RC0)
  4. Additional SSAS Instance Installations in SQL Server 2012 (RC0)
  5. SQL Server 2012 (RC0) PowerPivot for SharePoint 2010 Configuration
  6. SQL Server 2012 (RC0) SSRS Configuration in SharePoint Integrated Mode (including Power View) (Coming Soon)
  7. SSRS Alerting (Coming Soon)
  8. MDS (Coming Soon)

 

As stated earlier, the installation of SharePoint 2010 for us is actually quite simple. This is great for those that have spent a lot of time using the BI tools, but not a lot of time installing and configuring SharePoint 2010. This is not to say that no planning is needed, however, the installation and configuration of SSAS in PowerPivot mode will do most of the initial SharePoint configuration for us.

 

Note: Optionally, you can install and configure SharePoint yourself then add SSAS in PowerPivot integrated mode at a later date. Since this is configuration for a new server I am going to do it the easy way, and just let the PowerPivot configuration do all the heavy lifting for me.

 

To begin, open up the installation media. Enter your product key, agree to the license terms, choose the installation directory, and start the installation. That's not too hard right?!?

 

The last key to the installation process is to make sure to uncheck the option to run the SharePoint configuration wizard at the end of the installation. Again, we are having the PowerPivot configuration wizard do this for us later in our server configuration so we don't need to do it now.

Important: Before we can be done with the SharePoint installation, there is one more step that we can do to save us some time down the road. This would be to install SharePoint 2010 SP1. The new version of PowerPivot on SQL Server 2012 does require SP1, so if we don't install it now, we will have to install it later. I firmly believe that installing the service pack before configuring the SharePoint farm is the way to go if that is an option for you.

You can find the SharePoint 2010 service pack here. Rather than just opening the file from the site, save the file locally on your server. Once downloaded, double click on the file to run the SP1 installation.

 

 

 

So we are done right? Nope! There is always one step that I forget. There is one more step needed to install the service pack. To do this, open a command prompt by right clicking on it, then running as Administrator. Once open, navigate to the following directory:

C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\BIN

Once there, run this command:

PSConfig.exe -cmd upgrade -inplace b2b -force -cmd applicationcontent -install -cmd installfeatures

Now you are all done with all the SP2010 installation steps.

Note: At this point we have installed quite a lot of new software onto our server including the OS itself, Office 2010, and SQL Server. For this reason I would recommend taking a break from the SQL 2012 installations to check for and install any Windows Updates that are available.

 

 About Mike Burger

Solutions ArchitectMike Burger is a solutions architect for PointBridge. Mike has developed a great passion for business intelligence and has in depth information technology and business intelligence experience. Mike ha... [more]

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