設定商務智慧解決方案的 AdventureWorksConfigure AdventureWorks for Business Intelligence solutions

摘要:設定 AdventureWorks 資料範例為使用 Excel、 Excel Services in SharePoint Server 2013 和 PerformancePoint Services 商務智慧案例。Summary: Configure the AdventureWorks sample data for use with Excel, Excel Services in SharePoint Server 2013, and PerformancePoint Services business intelligence scenarios.

AdventureWorks 範例資料集提供範例資料庫、 資料倉儲及 OLAP cube。在本節後續文章使此範例資料的使用,來示範 Excel、 Excel Services in SharePoint Server 2013 和 PerformancePoint Services 的商務智慧功能。本文說明如何安裝和設定 AdventureWorks 範例資料集和設定 SharePoint Server 2013 伺服器陣列上的商務智慧中心。The AdventureWorks sample data set provides a sample database, data warehouse, and OLAP cube. The subsequent articles in this section make use of this sample data to demonstrate Business Intelligence capabilities in Excel, Excel Services in SharePoint Server 2013, and PerformancePoint Services. This article describes how to install and configure the AdventureWorks sample data set and configure a Business Intelligence Center on your SharePoint Server 2013 farm.

重要

此案例僅適用於 SharePoint Server 2013 Enterprise 中。This scenario applies only to SharePoint Server 2013 Enterprise.

案例概觀Scenario overview

安裝 AdventureWorks 範例資料集包含下載資料範例、 附加範例資料庫在 SQL Server Management Studio,以及部署範例 OLAP cube 使用 SQL Server Data Tools。Installing the AdventureWorks sample data set consists of downloading the sample data, attaching the sample databases in SQL Server Management Studio, and deploying the sample OLAP cube using the SQL Server Data Tools.

建立商務智慧中心以使用 SharePoint 管理中心網站的 [商務智慧中心] 範本建立新的網站集合所組成。Creating a Business Intelligence Center consists of creating a new site collection with the Business Intelligence Center template using the SharePoint Central Administration website.

本文包含用來完成這兩項工作的程序,以及設定必要的使用者存取權與權限的程序。The procedures for completing both of these tasks, plus procedures for configuring the required user access and permissions are included in this article.

開始之前Before you begin

開始之前,請先閱讀下列有關權限及軟體需求的資訊:Before starting, read the following information about permissions and software requirements:

  • 若要部署 AdventureWorks 資料範例,您必須是 SQL Server 及 Analysis Services 的管理員。To deploy the AdventureWorks sample data, you must be a SQL Server and Analysis Services administrator.

  • 若要建立商務智慧中心,您必須是 SharePoint Server 2013 伺服器陣列的伺服器陣列管理員。To create a Business Intelligence Center, you must be a farm administrator on the SharePoint Server 2013 farm.

後續文章利用的 Excel Services 及 PerformancePoint Services。假設這些伺服器陣列上設定。如需部署 Excel Services 的資訊,請參閱 < Overview of Excel Services in SharePoint Server 2013SharePoint Server 2013 中設定 Excel ServicesThe subsequent articles make use of Excel Services and PerformancePoint Services. It is assumed that these are configured on your farm. For information about deploying Excel Services, see Overview of Excel Services in SharePoint Server 2013 and Configure Excel Services in SharePoint Server 2013.

使用 Excel Services 或 PerformancePoint Services、 時可以使用 Windows 驗證與 Kerberos 委派,Secure Store Service,或具有 OLAP 資料來源的 EffectiveUserName 功能提供使用者存取。假設您的伺服器陣列上所設定一或多個選項。如需設定安全認證儲存的資訊,請參閱 < Plan Secure Store Service in SharePoint Server設定 Secure Store Service in SharePoint Server。如需設定 OLAP 資料來源的 EffectiveUserName 功能資訊,請參閱 < SharePoint Server 中使用 Analysis Services EffectiveUserNameWhen using Excel Services or PerformancePoint Services, user access can be provided using Windows Authentication with Kerberos delegation, the Secure Store Service, or, with OLAP data sources, the EffectiveUserName feature. It is assumed that one or more of these options are configured on your farm. For information about configuring Secure Store, see Plan the Secure Store Service in SharePoint Server and Configure the Secure Store Service in SharePoint Server. For information about configuring the EffectiveUserName feature for OLAP data sources, see Use Analysis Services EffectiveUserName in SharePoint Server.

影片示範Video demonstration

此影片顯示安裝和設定 AdventureWorks 範例資料集的相關步驟 (本文將有說明)。This video shows the steps involved in installing and configuring the AdventureWorks sample data set, as described in this article.

影片: 設定商務智慧解決方案的 AdventureWorksVideo: Configure AdventureWorks for Business Intelligence solutions

AdventureWorks 資料範例是由下列各項組成:The AdventureWorks sample data consists of:

  • AdventureWorks2012 資料庫The AdventureWorks2012 database

  • AdventureWorksDW2012 資料庫The AdventureWorksDW2012 database

  • AdventureWorksDW2012Multidimensional-EE OLAP CubeThe AdventureWorksDW2012Multidimensional-EE OLAP cube

下列各節說明如何分別部署這些資料集。The following sections describe how to deploy each of these data sets.

部署 AdventureWorks 範例資料庫Deploy the AdventureWorks sample databases

這兩個 AdventureWorks 範例資料庫必須分別下載。Each of the two AdventureWorks sample databases must be downloaded separately.

使用下列程序來下載和部署 AdventureWorks2012 資料庫。Use the following procedure to download and deploy the AdventureWorks2012 database.

若要部署 AdventureWorks2012 資料庫To deploy the AdventureWorks2012 database

  1. 下載AdventureWorks2012_Data.mdfDownload AdventureWorks2012_Data.mdf.

    注意

    因為此檔案已從網際網路下載的就可能會封鎖 windows。以滑鼠右鍵按一下 [檔案],並再按一下 [內容。如果已存在,按一下 [解除] 按鈕和 [確定]。(如果未出現 [解除] 按鈕,然後將檔案不會封鎖。)Because this file was downloaded from the Internet, it may be blocked by Windows. Right-click the file, and then click Properties. Click the Unblock button if it is present, and then click OK. (If the Unblock button is not present, then the file is not blocked.)

  2. 將 AdventureWorks2012_Data.mdf 複製到預設資料庫目錄 (通常是 \Program Files\Microsoft SQL Server\MSSQL11.MSSQLSERVER\MSSQL\DATA),或複製到資料庫管理員指定的其他位置。Copy AdventureWorks2012_Data.mdf to your default database directory (normally \Program Files\Microsoft SQL Server\MSSQL11.MSSQLSERVER\MSSQL\DATA) or other location as designated by your database administrator.

  3. 啟動 SQL Server Management Studio。Open SQL Server Management Studio.

  4. 連線至資料庫引擎。Connect to the database engine.

  5. 以滑鼠右鍵按一下 [資料庫],並再按一下 [附加Right-click Databases, and then click Attach.

  6. 按一下 [附加資料庫] 對話方塊的 [新增]。On the Attach Databases dialog box, click Add.

  7. 瀏覽到您複製 AdventureWorks2012_Data.mdf 的位置、 選取該檔案,並再按一下 [確定]Navigate to the location where you copied AdventureWorks2012_Data.mdf, select the file, and then click OK.

  8. "AdventureWorks2012"資料庫詳細資料,底下選取 [檔案類型] 為 [記錄] 列。Under "AdventureWorks2012" database details, select the row where File Type is Log.

  9. 按一下 [移除]。Click Remove.

  10. 按一下 [ OK ]。Click OK.

使用下列程序來下載和部署 AdventureWorksDW2012 資料倉儲資料庫。Use the following procedure to download and deploy the AdventureWorksDW2012 data warehouse database.

若要部署 AdventureWorksDW2012 資料倉儲To deploy the AdventureWorksDW2012 data warehouse

  1. 下載AdventureWorksDW2012_Data.mdfDownload AdventureWorksDW2012_Data.mdf.

    注意

    因為此檔案已從網際網路下載的就可能會封鎖 windows。以滑鼠右鍵按一下 [檔案],並再按一下 [內容。如果已存在,按一下 [解除] 按鈕和 [確定]。(如果未出現 [解除] 按鈕,然後將檔案不會封鎖。)Because this file was downloaded from the Internet, it may be blocked by Windows. Right-click the file, and then click Properties. Click the Unblock button if it is present, and then click OK. (If the Unblock button is not present, then the file is not blocked.)

  2. 將 AdventureWorksDW2012_Data.mdf 複製到預設資料庫目錄 (通常是 \Program Files\Microsoft SQL Server\MSSQL11.MSSQLSERVER\MSSQL\DATA),或複製到資料庫管理員指定的其他位置。Copy AdventureWorksDW2012_Data.mdf to your default database directory (normally \Program Files\Microsoft SQL Server\MSSQL11.MSSQLSERVER\MSSQL\DATA) or other location as designated by your database administrator.

  3. 啟動 SQL Server Management Studio。Open SQL Server Management Studio.

  4. 連線至資料庫引擎。Connect to the database engine.

  5. 以滑鼠右鍵按一下 [資料庫],並再按一下 [附加Right-click Databases, and then click Attach.

  6. 按一下 [附加資料庫] 對話方塊的 [新增]。On the Attach Databases dialog box, click Add.

  7. 瀏覽到您複製 AdventureWorksDW2012_Data.mdf 的位置、 選取該檔案,並再按一下 [確定]Navigate to the location where you copied AdventureWorksDW2012_Data.mdf, select the file, and then click OK.

  8. [ "AdventureWorksDW2012"資料庫詳細資料,選取 [檔案類型] 為 [記錄] 列。Under "AdventureWorksDW2012" database details, select the row where File Type is Log.

  9. 按一下 [移除]。Click Remove.

  10. 按一下 [ OK ]。Click OK.

部署 AdventureWorks 範例 OLAP CubeDeploy the AdventureWorks sample OLAP cube

您必須滿足下列需求,才能部署範例 OLAP Cube。如果您的環境尚未完成這些工作,則可使用提供的程序予以分別完成。The following requirements must be met before you can deploy the sample OLAP cube. Procedures are provided to accomplish each of these tasks if they have not already been completed in your environment.

  • 必須在上述一節所述的 SQL Server 資料庫引擎部署 AdventureWorksDW2012 資料庫。The AdventureWorksDW2012 database must be deployed on the SQL Server database engine as covered in the section above.

  • SQL Server Data Tools 必須安裝 SQL Server 及 Analysis Services 部署的一部分。The SQL Server Data Tools must be installed as part of your SQL Server and Analysis Services deployment.

    注意

    SQL Server Data Tools 稱為在早期版本的 SQL Server 做為商務智慧開發人員 Studio (BIDS)。SQL Server Data Tools was known as Business Intelligence Developer Studio (BIDS) in previous versions of SQL Server.

  • 執行 Analysis Services 服務的帳戶必須擁有的登入 SQL Server 資料庫引擎。The account running the Analysis Services service must have a login on the SQL Server database engine.

如果您尚未部署 AdventureWorksDW2012 資料庫,現在不要再繼續進行本節中的程序。If you have not deployed the AdventureWorksDW2012 database, do so now before proceeding with the procedures in this section.

如果您尚未部署 SQL Server Data Tools,請使用下列程序予以部署。If you have not deployed the SQL Server Data Tools, use the following procedure to deploy them.

注意

您可以判斷是否依序按一下啟動所有程式] 及 [ Microsoft SQL Server 2012執行 SQL Server 之電腦上安裝 SQL Server Data Tools。如果已安裝 SQL Server Data Tools,它會顯示 [ Microsoft SQL Server 2012] 功能表中。You can determine if the SQL Server Data Tools are installed by clicking Start, All Programs, and then Microsoft SQL Server 2012 on the computer running SQL Server. If the SQL Server Data Tools are installed, it will appear in the menu under Microsoft SQL Server 2012.

若要安裝 SQL Server Data ToolsTo install the SQL Server Data Tools

  1. SQL Server 2012 DVD 上,執行 setup.exe。On the SQL Server 2012 DVD, run setup.exe.

  2. 在 SQL Server 安裝中心] 的左窗格上,按一下 [安裝]。In the SQL Server Installation Center, on the left pane, click Installation.

  3. 在右窗格中,按一下 [新的 SQL Server 獨立安裝或將功能加入到現有安裝In the right pane, click New SQL Server stand-alone installation or add features to an existing installation.

  4. 在 [安裝程式支援規則] 頁面上按一下 [確定]On the Setup Support Rules page, click OK.

  5. 在 [產品更新] 頁面上按一下 [下一步]。On the Product Updates page click Next.

  6. 在 [安裝程式支援規則] 頁面上按一下 [下一步]。On the Setup Support Rules page, click Next.

  7. 在 [安裝類型] 頁面上選取 [ SQL Server 2012 的現有執行個體的新增功能] 選項,並選取您要安裝 SQL Server 資料工具的執行個體。On the Installation Type page, select the Add features to an existing instance of SQL Server 2012 option, and select the instance where you want to install the SQL Server Data Tools.

  8. [下一步]Click Next.

  9. 在 [功能選擇] 頁面上選取 [ SQL Server Data Tools ] 核取方塊,並再按 [下一步On the Feature Selection page, select the SQL Server Data Tools check box, and then click Next.

  10. 在 [安裝規則] 頁面上按一下 [下一步]。On the Installation Rules page, click Next.

  11. 在 [磁碟空間需求] 頁面上按一下 [下一步]。On the Disk Space Requirements page, click Next.

  12. 在 [錯誤報告] 頁面上,按一下 [下一步]。On the Error Reporting page, click Next.

  13. 在 [安裝設定規則] 頁面上按一下 [下一步]。On the Installation Configuration Rules page, click Next.

  14. 在 [準備安裝] 頁面上,按一下 [安裝]。On the Ready to Install page, click Install.

  15. 安裝完成時,按一下 [關閉]。When the installation completes, click Close.

一旦已安裝 SQL Server Data Tools 下, 一步是建立如果不存在執行 Analysis Services 帳戶的登入。Once the SQL Server Data Tools have been installed, the next step is to create a login for the account running Analysis Services if one does not already exist.

如果您不知道執行 Analysis Services 的哪個帳戶,請使用下列程序來判定帳戶。If you do not know what account is running Analysis Services, use the following procedure to determine the account.

若要判斷 Analysis Services 服務帳戶To determine the Analysis Services service account

  1. 在電腦上執行 Analysis Services,按一下 [開始]、 [所有程式]、 [ Microsoft SQL Server 2012、 [組態工具] 及 [ SQL Server 組態管理員On the computer running Analysis Services, click Start, click All Programs, click Microsoft SQL Server 2012, click Configuration Tools, and then click SQL Server Configuration Manager.

  2. 在左窗格中,按一下 [ SQL Server 服務In the left pane, click SQL Server Services.

  3. 在右窗格中,尋找您要使用、 Analysis Services 與登入身分] 欄中列出該帳戶的附註的執行個體。這是,您必須新增登入 SQL Server 中的帳戶。In the right pane, find the instance of Analysis Services that you will be using, and note the account listed in the Log On As column. This is the account for which you must add a logon in SQL Server.

如果您已經沒有 SQL Server 登入執行 Analysis Services 的帳戶,請使用下列程序來建立 web 應用程式。If you do not already have a SQL Server login for the account running Analysis Services, use the following procedure to create one.

若要新增為 Analysis Services 服務帳戶的登入To add a login for the Analysis Services service account

  1. 啟動 SQL Server Management Studio。Open SQL Server Management Studio.

  2. 連線至資料庫引擎。Connect to the database engine.

  3. 展開 [安全性]。Expand Security.

  4. 上按一下滑鼠右鍵,按一下 [新增登入Right-click Logins and click New Login.

  5. 在 [登入名稱] 文字方塊中輸入執行 Analysis Services 服務帳戶的名稱。In the Login name text box, type the name of the account running the Analysis Services service.

  6. 按一下 [ OK ]。Click OK.

    注意

    此登入除了預設的「公用」角色之外,不需要任何伺服器角色,也不需要使用者對應。This login does not require any Server Roles other than the default role of Public. No User Mapping is necessary.

您已設定 Analysis Services 服務帳戶的登入下, 一步是來下載和部署 AdventureWorks OLAP cube。使用下列程序來下載和部署 cube。Once you have configured the login for the Analysis Services service account, the next step is to download and deploy the AdventureWorks OLAP cube. Use the following procedure to download and deploy the cube.

若要設定 AdventureWorks OLAP cubeTo configure the AdventureWorks OLAP cube

  1. 下載AdventureWorks Multidimensional Models SQL Server 2012.zipDownload AdventureWorks Multidimensional Models SQL Server 2012.zip

    注意

    因為此檔案已從網際網路下載的就可能會封鎖 windows。以滑鼠右鍵按一下 [檔案],並再按一下 [內容。如果已存在,按一下 [解除] 按鈕和 [確定]。(如果未出現 [解除] 按鈕,然後將檔案不會封鎖。)Because this file was downloaded from the Internet, it may be blocked by Windows. Right-click the file, and then click Properties. Click the Unblock button if it is present, and then click OK. (If the Unblock button is not present, then the file is not blocked.)

  2. 將檔案解壓縮到執行 Analysis Services 之電腦上的位置。Unzip the file to a location on the computer running Analysis Services.

  3. 在 [企業] 資料夾中,按兩下 adventureworksdw2012multidimensional-ee.sln。In the Enterprise folder, double-click AdventureWorksDW2012Multidimensional-EE.sln.

  4. 如果選擇預設環境設定] 對話方塊隨即出現,選擇 [商務智慧設定] 選項,然後再按一下 [啟動 Visual StudioIf the Choose Default Environment Settings dialog box appears, choose the Business Intelligence Settings option, and then click Start Visual Studio.

  5. 在 Visual Studio] 上方的 [方案總管] 視窗中,以滑鼠右鍵按一下 [ Adventureworksdw2012multidimensional-ee]並按一下 [部署]In Visual Studio, at the top of the Solution Explorer window, right click AdventureWorksDW2012Multidimensional-EE and click Deploy.

  6. 關閉 Visual Studio 而不儲存變更。Close Visual Studio without saving changes.

設定 AdventureWorks 使用者存取權Configure AdventureWorks user access

一旦部署了資料庫及 Cube,您就必須將其存取權授與使用者。所需的存取權如下:Once the databases and the cube have been deployed, you must grant your users access to them. The following access is required:

  • 會在本節後續文章中建立報告或儀表板使用者必須擁有 AdventureWorks 資料庫的db_datareader]存取以及 AdventureWorks cube 的讀取權限。Users who will be creating reports or dashboards in the subsequent articles in this section must have db_datareader access to the AdventureWorks databases and Read access to the AdventureWorks cube.

  • 如果您使用的帳戶必須擁有 AdventureWorks 資料庫的db_datareader]存取以及 AdventureWorks cube 的讀取權限與 Excel Services 或 PerformancePoint Services 自動的服務帳戶。If you are using the unattended service account with Excel Services or PerformancePoint Services, that account must have db_datareader access to the AdventureWorks databases and Read access to the AdventureWorks cube.

  • 如果您使用 Secure Store 重新整理 Excel Services 或 PerformancePoint Services 中的資料,目標應用程式認證就必須擁有 AdventureWorks 資料庫的db_datareader]存取以及 AdventureWorks cube 的讀取權限。If you are using Secure Store to refresh data in Excel Services or PerformancePoint Services, the target application credentials must have db_datareader access to the AdventureWorks databases and Read access to the AdventureWorks cube.

建議您使用包含您要授與存取權之使用者的 Active Directory 群組。We recommend that you use an Active Directory group containing the users to whom you want to grant access.

使用下列程序來授與 AdventureWorks 資料庫的存取權。如果您選擇分別將存取權授與每個使用者,而不使用 Active Directory 群組,就必須為每個使用者建立不同的登入。Use the following procedure to grant access to the AdventureWorks databases. If you choose to grant access to each user individually instead of using an Active Directory group, you must create a separate login for each user.

若要授與 AdventureWorks 資料庫的存取權To grant access to the AdventureWorks databases

  1. 在 SQL Server Management Studio 中,連線至資料庫引擎。In SQL Server Management Studio, connect to the database engine.

  2. 展開 [安全性]。Expand Security.

  3. 在 [登入] 上按一下滑鼠右鍵,然後按一下 [新增登入]。Right-click Logins, and then click New Login.

  4. 按一下 [搜尋]。Click Search.

  5. 如果您使用 Active Directory 群組,按一下 [物件類型]、 選取 [群組] 核取方塊,並再按一下 [確定]If you are using an Active Directory group, click Object Types, select the Groups check box, and then click OK.

  6. 在 [選取使用者或群組] 對話方塊中,輸入的 Active Directory 群組或您要授與資料庫存取權的使用者名稱及 [確定]On the Select User or Group dialog box, type the name of the Active Directory group or user to whom you want to grant database access, and then click OK.

  7. [選取] 頁面上,按一下 [使用者對應Under Select a page, click User Mapping.

  8. AdventureWorks2012,選取 [對應] 核取方塊,然後選取 [ db_datareader]資料庫角色成員資格核取方塊。Select the Map check box for AdventureWorks2012, and then select the db_datareader database role membership check box.

  9. AdventureWorksDW2012,選取 [對應] 核取方塊,然後選取 [ db_datareader]資料庫角色成員資格核取方塊。Select the Map check box for AdventureWorksDW2012, and then select the db_datareader database role membership check box.

  10. 按一下 [ OK ]。Click OK.

使用下列程序來授與 AdventureWorks OLAP Cube 的存取權。Use the following procedure to grant access to the AdventureWorks OLAP cube.

若要授與 AdventureWorks OLAP cube 的存取權To grant access to the AdventureWorks OLAP cube

  1. 在 SQL Server Management Studio,連線至 Analysis Services。In SQL Server Management Studio, connect to Analysis Services.

  2. 依序展開 [資料庫],然後再展開 [ Adventureworksdw2012multidimensional-ee]Expand Databases, and then expand AdventureWorksDW2012Multidimensional-EE.

    注意

    如果未出現 ADVENTUREWORKSDW2012MULTIDIMENSIONAL-EE 資料庫,然後以滑鼠右鍵按一下 [資料庫並按一下 [重新整理If the AdventureWorksDW2012Multidimensional-EE database is not present, then right-click Databases and click Refresh.

  3. 以滑鼠右鍵按一下 [角色並再按一下 [新增角色Right-click Roles and then click New Role.

  4. 在 [角色名稱] 文字方塊中輸入角色的名稱。In the Role name text box, type a name for the role.

  5. 在 [選取頁面] 窗格中,按一下 [成員資格In the Select a page pane, click Membership.

  6. 按一下 [新增]。Click Add.

  7. 輸入您要授與 Cube 存取權的使用者或 Active Directory 群組的名稱。Type the name of the users or Active Directory group to whom you want to grant cube access.

    注意

    如果您將會使用安全認證儲存或自動的服務帳戶來存取 cube,包含這些的認證。If you will be using Secure Store or an unattended service account to access the cube, include those credentials here.

  8. 在 [選取使用者或群組] 對話方塊中,按一下 [確定]On the Select Users or Groups dialog box, click OK.

  9. 在 [選取頁面] 窗格中,按一下 [ Cube]。In the Select a page pane, click Cubes.

  10. 在右窗格的 [存取] 欄中按一下 [選取讀取從下拉式清單的Adventure Works ] 及[Mined CustomersIn the right pane, in the Access column, click select Read from the dropdown list for Adventure Works and Mined Customers.

  11. 在右窗格的 [本機 Cube/鑽研存取] 欄中按一下 [選取鑽研Adventure Works ] 及[Mined Customers從下拉式清單。In the right pane, in the Local Cube/Drillthrough Access column, click select Drillthrough from the dropdown list for Adventure Works and Mined Customers.

  12. 按一下 [ OK ]。Click OK.

建立商務智慧中心Create a Business Intelligence Center

必須有商務智慧中心網站,本節的後續文章才有意義。您可以使用現有的商務智慧中心。不過,建議您建立不屬於生產環境的新商務智慧中心。The subsequent articles in this section rely on a Business Intelligence Center site being present. If you have an existing Business Intelligence Center, you can use it. However, we recommend creating a new Business Intelligence Center that is not part of your production environment.

使用下列程序來建立商務智慧中心。Use the following procedure to create a Business Intelligence Center.

若要建立商務智慧中心To create a Business Intelligence Center

  1. 在 SharePoint 管理中心網站上的 [應用程式管理] 下按一下 [建立網站集合]。On the SharePoint Central Administration website, under Application Management, click Create site collections.

  2. 在 [建立網站集合] 頁面上:On the Create Site Collection page:

  3. 在 [標題] 文字方塊中輸入的標題。Type a title in the Title text box.

  4. 輸入您想要使用的 [ URL ] 文字方塊中的 URL。Type the URL that you want to use in the URL text box.

  5. 選取範本] 下選擇 [企業] 索引標籤,,然後選取 [商務智慧中心Under Select a template, choose the Enterprise tab, and then select Business Intelligence Center.

  6. 在 [主要網站集合管理員] 區段中,輸入主要網站集合管理員使用者名稱] 文字方塊中的名稱。In the Primary Site Collection Administrator section, type a name for the primary site collection administrator in the User name text box.

  7. 選擇輸入次要網站集合管理員的名稱。Optionally, type a name for the secondary site collection administrator.

  8. 選擇選取配額範本。Optionally, select a quota template.

  9. 按一下 [ OK ]。Click OK.

設定 BI 中心存取Configure BI Center access

下表說明商務智慧中心提供的權限。The following table describes the permissions available in a Business Intelligence Center.

商務智慧中心的權限Business Intelligence Center permissions

帳戶Account 權限Permissions
訪客Visitors
讀取Read
讀取權限可以讓使用者檢視商務智慧中心的資訊。Read permissions enable users to view information in the Business Intelligence Center.
成員Members
參與Contribute
參與權限可以讓使用者檢視以及建立項目 (例如報告),並將項目儲存至這個網站。Contribute permissions enable users to view and create items, such as reports, and save them to this site.
設計師Designers
設計Design
設計權限可以讓使用者檢視、建立以及發佈內含儀表板的項目。Design permissions enable users to view, create, and publish items that include dashboards.
擁有者Owners
完全控制Full Control
完全控制權限可以讓使用者檢視、建立以及發佈儀表板內容,以及檢視或編輯使用者權限。Full Control permissions enable users to view, create, and publish dashboard content, and to view or edit user permissions

針對本節後續文章所說明的案例,使用者將需要下列權限。For the scenarios described in the subsequent articles in this section, users will need the following permissions.

  • 從 Excel 將活頁簿發佈到商務智慧中心的使用者需要 [參與] 權限,且必須加入至成員群組。Users publishing workbooks to the Business Intelligence Center from Excel require Contribute permissions and must be added to the Members group.

  • 發佈儀表板 PerformancePoint 儀表板設計工具中的使用者需要設計權限,且必須加入 [設計師] 群組。Users publishing dashboards from PerformancePoint Dashboard Designer require Design permissions and must be added to the Designers group.

  • 只在商務智慧中心檢視報告或儀表板但不發佈的使用者只需要 [讀取] 權限,且可以加入 [訪客] 群組。Users who are only viewing reports or dashboards in the Business Intelligence Center but not publishing only require Read permission and can be added to the Visitors group.

使用下列程序來設定商務智慧中心的權限。Use the following procedure to configure permissions for the Business Intelligence Center.

在商務智慧中心設定權限To set permissions in the Business Intelligence Center

  1. 在 [商務智慧中心] 中,按一下 [共用]。In the Business Intelligence Center, click Share.

  2. 輸入您要授與存取權的使用者或群組的名稱。Type the names of the users or groups to whom you want to grant access.

  3. 按一下 [顯示選項]。Click Show Options.

  4. 在 [選取群組或權限等級] 下拉式清單中,選取您想要的權限層級。On the Select a group or permission level dropdown list, select the permission level that you want.

  5. 按一下 [共用]。Click Share.

使用此設定的案例Scenarios that use this configuration

下列案例會使用本文設定的 AdventureWorks 資料範例及商務智慧中心:The following scenarios use the AdventureWorks sample data and Business Intelligence Center as configured in this article:

建立使用 SQL Server Analysis Services 資料的 Excel Services 儀表板Create an Excel Services dashboard using SQL Server Analysis Services data