3 Session Objectives and Takeaways OverviewCommon Setup and Configuration Errors for accessing data (and how to fix them)Demos
4 Where are we going today? Common Concepts1Excel Services config and data errors2PerformancePoint Services3
5 External Data: Leveraging the Secure Store OverviewExternal Data: Leveraging the Secure Store
6 The Secure Store PPS Excel Services Others Visio ServicesAccess ServicesOthersWhy not the app pool identity?Storing the credentials securely using the secure store
7 Troubleshooting and Configuring Excel ServicesTroubleshooting and Configuring
8 Let’s get some context here Create and configure an Excel Services Service ApplicationShow Trusted Location Configuration
9 Trusted File Locations Ocurrs on workbook open.“This workbook cannot be opened because it is not stored in an Excel Services Application trusted location.”
10 Allow External Data“The trusted location where the workbook is stored does not allow external data connections.”“The data connection path in the workbook points to a file on the local drive or is an invalid URI.Verify that the path to the data connection file in the workbook points to a data connection file in a Data Connection Library.”???
11 Allow External DataRemember PowerPivot cases!Provider=MSOLAP.5;Persist Security Info=True;Initial Catalog=Microsoft_SQLServer_AnalysisServices;Data Source=$Embedded$;MDX Compatibility=1;Safety Options=2;ConnectTo=11.0;MDX Missing Member Mode=Error;Optimize Response=3;Cell Error Mode=TextValue“The data connection path in the workbook points to a file on the local drive or is an invalid URI.”
13 The Office Data Connection (ODC) File “The following data connection file does not exist or you do not have permission to it:OR???No access to this location or the .odc file is gone.The field is just plain empty.
14 Trusted Data Connection Libraries and Providers “The Data Connection File used in the workbook is not in a trusted location.”“Unable to refresh data for a data connection in the workbook. Try again or contact your system administrator.”
15 Authentication Issues Now what?Data connectivity and refresh often comes down to how you have your authentication set up . . .My workbook is in a trusted locationIt allows for data connectionsMy data source locations are trustedAuthentication is the likely culprit . . .
18 The Windows Authentication” Workbook Connection Default connection to data sourcesUses the credentials of the Windows user executing the query.Works great for Excel client, but not so well for Excel Services.Needs Claims To Windows Token ServiceWindows requestWindows response
19 Claims to Windows Token Service “The data connection uses Windows Authentication and user credentials could not be delegated.”STSC2WTSWFEApp ServerData StoreID from browserclaimskerberos
20 Access to the Data Source “Unable to refresh data for a data connection in the workbook. Try again or contact your system administrator.”“Access was denied by the external data source.”BISM (and EffectiveUsername) to the rescue!The dreaded Kerberos errors . . .“Unable to get a connection”“CalculationServer.Credentials”“CalculationServer.Interop.ConnectionInfoException”
21 Target Application Credentials “An error occurred during an attempt to establish a connection to the external data source.”Wrong password…OR“An error occurred while accessing application id <TargetApplication> from Secure Store Service.”
22 The “SSS” Workbook Connection Must know the name of a Target ID in the Secure StoreUses the credentials stored as part of the Tartget IDUsed for published Excel Services workbooks on SharePoint.Add PowerPivot SSS Data Refresh account to SharePoint workbook library.Refers to the same thing
23 Configure the Secure Store Create a Target App ID Connect Using the SSS Option
24 The “SSS” Workbook Connection Using SQL credentials in the secure store.Server stuffClient stuff
25 The “None” Authentication Setting Uses the connection string to retrieve the data.Uses the unattended service account to log into the data source.
26 The “None” Authentication Setting Did you forget to add a TargetApp ID in Excel Services?“The data connection uses None as the external data authentication method and the Unattended Service Account has not been configured.”AndIs the app pool account a member of the target app?
27 Excel Services Works! My workbook is in a trusted location It allows for data connectionsMy data source locations are trustedMy authentication types authenticate
28 Almost there . . . 1 Common Concepts 2 PerformancePoint Services 3 Excel Services config and data errors3PerformancePoint Services
29 PerformancePoint Services Enabling Site Collection FeaturesCreating a BI Center SiteCreating a PPS Chart with Custom Lists and Document Libraries (adding your content types manually)
30 Common PerformancePoint Errors and Fixes Unattended Service Acct PermissionsPer-User AuthItem-Level Permissions have been added/removedDesigner vs. Contributor in Dashboard Designer
31 Common PerformancePoint Errors and Fixes Feature ActivationAccess to content database for new app poolsPS> $w = Get-SPWebApplication(“web application name”)PS> $w.GrantAccessToProcessIdentity("<domain\user>")Disabled “show details” and “decomposition tree” (Demo)B/R, import/export – breaking references across site collections. Only on perfectly mirrored sites.
33 Troubleshooting Recap Error Locations (Windows Logs Applications)Process AccountsWeb application app pool accountPerformancePoint app pool accountPermissionsSharePoint accounts and permission levelsContributor = ability to saveDesigner = ability to publishDashboard Designer accounts (Windows account)Starting the Service
34 Configure end-to-end dashboard with Excel Services and PeformancePoint Services
35 Related ContentBuilding Self-Service BI Applications Using PowerPivot (DBI301)Configuring Kerberos for Microsoft SharePoint 2010 BI in 7 Steps (SQL Server 2012) (DBI304)Find me anytime at
36 Program Manager, Microsoft Business Intelligence KevinDonovanPerformancePoint Blog@kp_donovan