Use the information in this topic to set up a BI semantic model connection that redirects to a tabular model database running on an Analysis Services instance outside the SharePoint farm.
After you create a BI semantic model connection and configure SharePoint and Analysis Services permissions, people can use it as a data source for Excel or Power View reports.
This topic includes the following sections. Perform each task in the order given.
You must have Contribute permissions or above to create a BI semantic model connection file.
You must have a library that supports the BI semantic model connection content type. For more information, see Add a BI Semantic Model Connection Content Type to a Library (Power Pivot for SharePoint).
You must know the server and database name for which you are setting up a BI semantic model connection. Analysis Services must be configured for tabular mode. Databases running on the server must be tabular model databases. For instructions on how to check for server mode, see Determine the Server Mode of an Analysis Services Instance.
In certain scenarios, the shared services in a SharePoint environment must have administrative permissions on the Analysis Services instance. These services include Power Pivot service applications, Reporting Services service applications, and PerformancePoint service applications. Before you can grant administrative permissions, you must know the identity of these service applications. You can use Central Administration to determine the identity.
You must be a SharePoint service administrator to view security information in Central Administration.
You must be an Analysis Services system administrator to grant administrative rights in Management Studio.
Power Pivot for SharePoint must be accessed via web applications that use classic authentication mode. BI semantic model connections to external data sources have a dependency on classic mode sign-in. For more information, see Power Pivot Authentication and Authorization.
All computers and users that participate in the connection sequence must be in the same domain or trusted domain (two-way trust).
Connections that originate from SharePoint to a tabular model database on an Analysis Services server are sometimes made by a shared service on behalf of the user requesting the data. The service making the request might be a Power Pivot service application, a Reporting Services service application, or a PerformancePoint service application. In order for the connection to succeed, the service must have administrative permissions on the Analysis Services server. In Analysis Services, only an administrator is allowed to make an impersonated connection on behalf of another user.
Administrative permissions are necessary when the connection is used under these conditions:
When verifying the connection information during the configuration of a BI semantic model connection file.
When starting a Power View report using a BI semantic model connection.
When populating a PerformancePoint web part using a BI semantic model connection.
To ensure these behaviors perform as expected, grant to each service identity administrative permissions on the Analysis Services instance. Use the following instructions to grant the necessary permission.
Add service identities to the Server Administrator role
In SQL Server Management Studio, connect to the Analysis Services instance.
Right-click the server name and select Properties.
Click Security, and then click Add. Enter the Windows user account that is used to run the service application.
You can use Central Administration to determine the identity. In the Security section, open the Configure service accounts to view which Windows account is associated with the service application pool used for each application, then follow the instructions provided in this topic to grant the account administrative permissions.
Because the database is running on a server that is external to the farm, part of setting up your connections will include granting database user permissions on the backend Analysis Services server. Analysis Services uses a role-based permission model. Users who connect to model databases must do so with Read permissions or higher, through a role that grants read access to its members.
Roles, and sometimes role membership, are defined when the model is created in SQL Server Data Tools (SSDT). You cannot use SQL Server Management Studio to create roles, but you can use it to add members to a role that is already defined. For more information about creating roles, see Create and Manage Roles (SSAS Tabular).
Assign role membership
In SQL Server Management Studio, connect to the instance of Analysis Services, expand the database in Object Explorer, and then expand Roles. You should see a role that is already defined. If a role does not exist, contact the author of the model and request the addition or a role. The model must be redeployed before the role is visible in Management Studio.
Right-click the role, and select Properties.
In the Membership page, add the Windows group and user accounts that require access.
After you set permissions in Analysis Services, you can return to SharePoint and create a BI semantic model connection.
In the library that will contain the BI semantic model connection, click Documents on the SharePoint ribbon.
Click the down arrow on New Document, and select BI Semantic Model Connection File to open the New BI Semantic Model Connection page.
Set both Server and Database properties. If you are unsure of the database name, use SQL Server Management Studio to view a list of the databases that are deployed on the server.
Server name is either the network name of the server, the IP address, or the fully qualified domain name (for example, myserver.mydomain.corp.adventure-works.com). If the server is installed as a named instance, enter the server name in this format: computername\instancename.
Database must be a tabular database that is currently available on the server. Do not specify another BI semantic model connection file, an Office Data Connection (.odc) file, an Analysis Services OLAP database, or a Power Pivot workbook. To get the database name, you can use Management Studio to connect to the server and view the list of available databases. Use the property page of the database to ensure you have the correct name.
Click OK to save the page. At this point, the Power Pivot service application will verify the connection.
Verification succeeds if the connection information is correct, and you have granted administrative permissions to the Power Pivot service application so that it can connect to Analysis Services as the current user.
Verification fails if the connection information is wrong, or the service application lacks permissions. A validation message will appear on the page asking whether you want to save the file. If you know that the connection is valid, you should save the file anyway, because the error is the result of missing permissions rather than invalid connection information.
You can verify the connection by using it in Excel or Power View to connect to tabular model database. If the data source connection succeeds, the connection is valid despite the verification warning.
Ability to use a BI semantic model connection as a data source for an Excel workbook or Reporting Services report requires Read permissions on the BI semantic model connection item in a SharePoint library. The Read permission level includes the Open Items permission that enables downloading BI semantic model connection information to an Excel desktop application.
There are several ways to grant permissions in SharePoint. The following instructions explain how to create a new group called BISM Users that have the Read permission level.
You must be a site owner to change permissions.
In Site Actions, click Site Permissions.
Click Create Group and name the new group BISM Users.
Choose the Read permission level and click Create.
Select BISM Users in People and Groups.
Point to New, click Add Users, and then add user or group accounts.
These users and groups will now have Read permissions throughout the site, including all libraries and lists that inherit permissions from the site level. If these permissions are too high, you can selectively remove this group from specific libraries, lists, or items.
To selectively remove permissions at the item level, do the following:
In a library, select a document. Click the right down arrow and then click Manage Permissions.
By default, an item inherits permissions. To change the permissions of individual documents in this library, click Stop Inheriting Permissions.
Select the checkbox next to BISM Users.
Click Remove User Permissions.
After you create and secure a BI semantic model connection, you can specify it as a data source. For more information, see Use a BI Semantic Model Connection in Excel or Reporting Services.