Abstract This book provides detailed information about PerformancePoint Planning Server client and server architecture, and it addresses topics essential to planning a PerformancePoint Server deployment in a large enterprise environment.




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Planning Server Planning & Architecture Guide for PerformancePoint Server 2007 


Microsoft Corporation

Published: June 2010

Author: Microsoft Office System and Servers Team (o12ITdx@microsoft.com)

Abstract


This book provides detailed information about PerformancePoint Planning Server client and server architecture, and it addresses topics essential to planning a PerformancePoint Server deployment in a large enterprise environment. The audience for this book content is for network architects and planners, IT professionals, security specialists, IT operations, deployment staff and consultants.

The content in this book is a copy of selected content in the Office PerformancePoint Server 2007 technical library (http://go.microsoft.com/fwlink/?LinkId=105040&clcid=0x409) as of the publication date above. For the most current content, see the technical library on the Web.



The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication.

This White Paper is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT.

Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation.

Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.

Unless otherwise noted, the example companies, organizations, products, domain names, e-mail addresses, logos, people, places and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, email address, logo, person, place or event is intended or should be inferred.

© 2010 Microsoft Corporation. All rights reserved.

Microsoft, Access, Excel, Outlook, PerformancePoint, SharePoint, SQL Server, Windows, and Windows Server are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

The names of actual companies and products mentioned herein may be the trademarks of their respective owners.

Contents


Planning Server Planning & Architecture Guide for PerformancePoint Server 2007  1

Abstract 1

Contents iii

Planning and architecture introduction for Planning Server 1

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Before you start 1

Planning Server 1

SQL Server 1

The business intelligence technology stack 1

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PerformancePoint Planning Server software prerequisites 2

Product dependencies 3

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Planning Server planning and architecture 4

In This Section 4

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Planning Server overview 5

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Training guide for PerformancePoint Server 2007 7

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PerformancePoint Server 2007 Planning 7

Create and Configure 7

Element Design 8

Interface Design 8

Process Design 9

Data Entry and Analysis 9

Import, Export, and Feedback 9

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Planning Server targeted users 10

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Planning Server topologies 11

Server tier 12

Storage tier 12

Client tier 13

External data sources 13

Sample physical topologies 13

Proof of concept: Single computer 13

Basic configuration: Three servers 13

Sample configuration: Five servers 14

Sample configuration: Ten-servers 15

Connectivity chart 16

Ports 17

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Planning Server components 17

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PerformancePoint Planning Process Service 18

Data Manager 19

Financial Intelligence 19

Data Integration 19

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Planning Web Service 19

Administration 19

Metadata Manager 20

Data Integration 20

Financial Intelligence 20

Data Manager 20

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Planning Server databases 20

Planning Server System Database and Planning Service Database 21

Application databases 21

Staging databases 21

Outbound databases 21

Analysis Services databases in Planning Server 22

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Best practices for SQL Server 2005/2008 OLAP cube design and MDX querying 22

SQL Server 2008 enhancements for business intelligence 22

Best practices for Analysis Services 22

Planning Administration Console 23

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Planning Business Modeler 24

Planning Command Utility (PPSCmd.exe) 24

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White paper: Planning Server design basics 25

Whitepaper 25

PerformancePoint Add in for Excel 25

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Sample Application: Opening PerformancePoint Planning Assignments from a SharePoint List 26

Planning assignments 26

What is included in sample application the download 26

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Planning Application Business Objects 27

Modeling 27

Applications 28

Root model sites 28

Model subsites 28

Dimensions 29

Models 29

Hierarchies (member sets and member views) 30

Business rules 30

Associations 30

Application calendars 30

Business Process 31

Security 31

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Life cycle of a Planning Server application 32

Proof-of-concept and design phases 33

Migration from the Design phase to the Pre-production and Production phases 35

Data flow within Planning Server 36

Data Integration 38

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Planning Server security 38

Authentication 38

Authorization 39

Planning Server administrative roles 39

Planning Server business roles 39

Predefined functional roles for workflow 39

Communication security 39

Kerberos delegation for Planning Server 39

Secure Sockets Layer (SSL) security 40

SQL Server security 40

Analysis Services security 40

Native SQL and MDX security 40

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PerformancePoint Planning Server security roadmap 41

Architecture and planning 41

Deployment 41

Operations 41

Performance and Scalability for Planning Server 42

Considerations for scaling out 42

Considerations for scaling up 42

Considerations for Planning Server availability 43

Considerations for network capacity 43

Planning Server installation options 43

Planning Server Stand-alone installation 44

Planning Server distributed installation 44

Interoperability considerations for distributed installations 45

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PerformancePoint data integration 45

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PerformancePoint Server data integration process 46

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Data integration overview 46

In This Section 46

Related Sections 47

About logical data structures in Planning Server 48

Application 48

Model Sites 48

Models 48

Sharing Models and Dimensions 48

Dimensions, Dimension Members, and Member Sets 48

Member Views 48

Business Rules 48

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Data integration architecture 49

Architecture 49

Data Sources 50

PerformancePoint Planning Server Application Store 50

Staging Database 50

Data Integration 50

Clients 50

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Data integration process 51

Data Processes 51

Step 1: Create the Staging Area Database 51

Step 2: Synchronize with the Application Database 51

Step 3: Populate the Staging Database 51

Step 4: Validate Data in the Staging Area Database 52

Step 5: Load Data in the Application Database 52

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Data integration configurations 52

In This Section 52

Security roles 52

Data Integration Roles 53

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About configuring staging database permissions 53

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Create a login 54

Procedures 54

Grant access to the database 55

Procedures 55

Grant access to database objects 55

Procedures 55

About performance configurations 56

Considerations for indexing 56

Indexes for ID-based tables 56

Dimension 56

Hierarchy 56

Measure group and annotations 56

Indexes for label-based tables 57

Hierarchy label-based table 57

Measure group and annotations 57

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Step 1: Creating the staging database 57

In This Section 57

Related Sections 58

About the staging database 58

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Create the staging database 59

Procedures 59

Attach or detach an existing staging database 60

Procedures 61

About the staging database after it is created 61

List of Tables 61

DBSchemaVersion Table 61

FK_Relationship Table 62

SystemErrorDetails Table 63

Stored Procedures and Functions 63

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Connect to Planning Server for data integration 64

Procedures 64

Step 2: Synchronizing the staging database 65

In This Section 65

Related Sections 65

About synchronizing dimensions and models 66

Create a Calendar 66

Models 66

Security 67

Order of Synchronizing 67

Clean up of deleted dimensions and models 67

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Synchronize dimensions 68

Procedures 68

Synchronize models 68

Procedures 69

About the structure of the staging database 69

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About the staging database after dimension synchronization 70

Staging Database Changes 70

Table Columns 71

Error Reporting Columns 71

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About the staging database after model synchronization 71

Staging Database Changes 72

Table Columns 72

Error Reporting Columns 73

BizSystemFlag, BizSystemErrorDetails, and BizValidationStatus 73

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About the staging database change management 74

PPSCmd Command Utility Refresh Command 74

Database Cleanup 74

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Step 3: Populating the staging database 74

In This Section 75

Related Sections 75

About data preparation 76

Label-Based Data Preparation 76

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About setting the BizSystemFlag column 76

About the BizSystemFlag Column 76

Add, update, and delete rows 77

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Add, update, delete rows in a dimension 77

System and updatable dimension columns 77

Table Key 78

Recommended settings 78

Example: Add, Update, and Delete Rows in a Dimension 78

Add 78

Update 79

Delete 79

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Add, update, delete rows in a hierarchy 80

System and updatable hierarchy columns 80

Table Key 80

Recommended settings 80

Example: Add, Update, Delete Rows in a Hierarchy 80

Add 81

Update 81

Delete 81

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Add, update, delete rows in a measure group 82

System and updatable Measure group columns 82

Table Key 82

Recommended Settings 82

Example: Add, Update, Delete Rows in a Measure Group 83

Add 83

Update 83

Delete 84

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Add rows in annotations 84

System and updatable annotation columns 85

Table Key 85

Recommended settings 85

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About preparing dimension data 86

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Prepare label-based data for dimensions 86

Procedures 86

bsp_DI_CreateLabelTableForDimension 86

Syntax 86

Arguments 87

Return Value 87

Permissions 87

Example 87

Description 87

Code 87

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bsp_DI_ConvertLabelColumnToMemberIdForDimension 88

Syntax 88

Arguments 88

Return Value 88

Permissions 88

Remarks 88

Example 88

Description 88

Code 88

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Prepare data linked to an attribute group table 89

Example 89

Procedure 89

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Prepare self-referencing linked dimension data 90

Procedures 91

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About preparing hierarchy data 93

Hierarchy Creation 93

Hierarchy Example 93

D_BusinessProcess Dimension 93

H_BusinessProcess_Standard Hierarchy Table 94

Hierarchies That Are Based on Dimension Properties 94

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Populate a property-based hierarchy 95

Procedures 95

Example 95

Description 95

Code 96

Code 96

bsp_DI_CreateHierarchyFromDimension 96

Syntax 97

Arguments 97

Return Value 97

Permissions 98

Remarks 98

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Prepare label-based data for hierarchies 98

Procedures 98

bsp_DI_CreateHierarchyLabelTable 99

Syntax 99

Arguments 99

Return Value 99

Permissions 99

Example 99

Description 99

Code 99

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bsp_DI_ConvertHierarchyLabelColumnToMemberId 100

Syntax 100

Arguments 100

Return Value 100

Permissions 100

Example 101

Description 101

Code 101

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bsp_DI_CreateHierarchyLabelTableForDimension 101

Syntax 101

Arguments 101

Return Value 102

Permissions 102

Example 102

Description 102

Code 102

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bsp_DI_ConvertHierarchyLabelColumnToMemberIdForDimension 102

Syntax 103

Arguments 103

Return Value 103

Permissions 103

Example 103

Description 103

Code 103

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About preparing measure group data for a model 104

Considerations for preparing measure group data 104

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About preparing Time dimension data 104

Time Dimension Data Preparation 104

Use of Absolute Date Fields 105

ID Fields in Measure Group Tables 105

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Prepare data by using the Time dimension 106

Procedures 106

Prepare label-based measure group data 107

Procedures 107

bsp_DI_CreateLabelTableForMeasureGroup 107

Syntax 108

Arguments 108

Return Value 108

Permissions 108

Example 108

Description 108

Code 108

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bsp_DI_ConvertLabelColumnToMemberIDForMeasureGroup 109

Syntax 109

Arguments 109

Return Value 110

Permissions 110

Example 110

Description 110

Code 110

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bsp_DI_CreateLabelTableForModel 110

Syntax 110

Arguments 111

Return Value 111

Permissions 111

Example 111

Description 111

Code 111

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bsp_DI_ConvertLabelColumnToMemberIDForModel 112

Syntax 112

Arguments 112

Return Value 112

Permissions 112

Example 112

Description 112

Code 112

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bsp_DI_ValidateLabelTable 113

Syntax 113

Arguments 113

Return Value 114

Permissions 114

Remarks 114

Example 114

Description 114

Code 114

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Step 4: Validating data in the staging database 114

In This Section 115

Related Sections 115

About performing dimension data validation 116

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bsp_DI_ValidateDimension 116

Syntax 116

Arguments 116

Return Value 117

Permissions 117

Remarks 117

Example 117

Description 117

Code 117

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About performing hierarchy validation 118

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bsp_DI_ValidateHierarchy 118

Syntax 118

Arguments 118

Return Value 118

Permissions 119

Example 119

Description 119

Code 119

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bsp_DI_ValidateHierarchiesForADimension 119

Syntax 119

Arguments 119

Return Value 120

Permissions 120

Remarks 120

Example 120

Description 120

Code 120

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About performing measure group validation in a model 120

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About the validation of model data by using business logic 121

BizValidationStatus Column 121

Financial Model Validations 122

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fn_util_EvaluateValidationStatusCode 123

Syntax 123

Parameters 123

Return Value 124

Examples 124

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Validate measure group data by using business logic 124

Procedures 124

bsp_DI_ValidateMeasureGroup 125

Syntax 125

Arguments 125

Return Value 125

Permissions 125

Example 125

Description 125

Code 125

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bsp_DI_ValidateMeasureGroupForModel 126

Syntax 126

Arguments 126

Return Value 126

Permissions 126

Example 127

Description 127

Code 127

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Step 5: Loading data from staging to application database 127

In This Section 127

Related Sections 128

About loading dimensions 128

Security 129

System rows 129

Models Site and Subsite 129

Dimension Loading Order 129

Dimensions That Cannot Be Loaded 129

Validation 129

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Load dimension data 130

Procedures 130

About loading models 131

General Considerations 131

Security 131

Annotation tables 131

Linked Assumption Models 131

Shared Models 131

Validation 131

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Load model data 132

Procedures 132

Scriptable data integration 133

Security 133

PPSCmd commands 133

Examples 134

Create Staging Database 134

Refresh Staging Database 134

Synchronize Dimension Data to Staging Database 134

Synchronize Data with the /Collection Switch 135

Load Dimension with the /CurrentSite Switch 135

Synchronize Model Data to Staging Database 135

Load Private Model Data from Staging Database 135

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Troubleshoot data integration 136

In This Section 136

Related Sections 136

BizSystemFlag errors 137

Validation Status Codes 137

Dimension BizSystemFlag Errors 137

Hierarchy BizSystemFlag Errors 138

Measure Group BizSystemFlag Errors 138

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BizValidationStatus errors 139

BizValidationStatus Column 139

Example 139

Example 139

Financial Model Validations 140

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Synchronization and load errors 141

Synchronizing and Data Loading Error Messages 142

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Data validation errors 145

Data Validation Error Messages 145

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Implementation planning 148

Impact assessment 149

Determine affected business activities 149

Application goals and critical success factors 149

Strengths and weaknesses of current performance management processes 149

Identify risks and define mitigation plans 149

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Identify stakeholders 150

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Implementation project management 151

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Important implementation considerations 151

How many applications do you need: one or many? 151

Choosing a model type 152

Model types 152

Dimension-planning considerations 153

Calculations 153

Server-side calculations 153

Client-side calculations 154

Analysis Services write-back 155

Local cube (offline assignments) 155

Sub-cube 155

Data-loading considerations 155

Business-process considerations 156

System considerations and workflow 156

Business and process planning considerations 156

Security considerations 157

Business roles 157

Administrative roles 157

Deployment accounts 157

Other considerations 158

Custom extensions 158

PPSCMD 158

Client-side macros 158

Customization in Analysis Services 158

Custom SQL stored procedures and MDX scripts (native rules) 159

Sample application 159

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