部署檢查清單:Reporting Services、Power View 及 PowerPivot for SharePointDeployment Checklist: Reporting Services, Power View, and PowerPivot for SharePoint

使用相同的 SharePoint 伺服器陣列中安裝這些 BI 功能的下列檢查清單:PowerPivot for SharePoint、 報表產生器和Power ViewPower ViewUse the following checklist to install these BI features in the same SharePoint farm: PowerPivot for SharePoint, Report Builder, and Power ViewPower View. 雖然此檢查清單建議特定的安裝順序,但是在練習時,您可以幾乎任何順序來安裝這些功能。Although this checklist recommends a specific installation order, in practice you can install these features in almost any order. 此檢查清單假設已安裝下列產品或功能:This checklist assumes installation of the following products or features:

  1. SharePoint Server 2010 Service Pack 1 (SP1)SharePoint Server 2010 with Service Pack 1 (SP1)

  2. SQL Server 2012SQL Server 2012 資料庫引擎Database Engine

  3. SQL Server 2012SQL Server 2012 Reporting Services 和 Reporting Services 增益集Reporting Services and Reporting Services Add-in

  4. SQL Server 2012SQL Server 2012 PowerPivot for SharePointPowerPivot for SharePoint

安裝這些功能之後,即可執行下列作業。After you install these features, you will be able to do the following.

  • 從 SharePoint 網站存取您在 PowerPivot for Excel 中建立的 PowerPivot 活頁簿。Access the PowerPivot workbooks that you created in PowerPivot for Excel from SharePoint sites.

  • 根據 SharePoint 的 PowerPivot 活頁簿,建立互動式 Power ViewPower View 報表。Build interactive Power ViewPower View reports based on PowerPivot workbooks in SharePoint.

  • 在 SharePoint 中啟動報表產生器時,建立報表產生器報表。Create Report Builder reports when you launch Report Builder in SharePoint.

注意

PowerPivot for SharePoint 要求您在 SharePoint 伺服器陣列上安裝 SharePoint 2010 Service Pack 1 (SP1)。PowerPivot for SharePoint requires that you install SharePoint 2010 Service Pack 1 (SP1) on the SharePoint farm. 如果您基於評估目的安裝軟體,請考慮從全新的伺服器開始進行,以避免伺服器陣列升級步驟的負擔。If you are installing the software for evaluation purposes, consider starting with a clean server so that you can avoid the overhead of a farm upgrade step. 升級伺服器陣列會影響 SharePoint 作業,因此通常需要謹慎規劃。Upgrading a farm is impactful to SharePoint operations and typically requires careful planning. 如果您的目標在於儘快安裝 PowerPivot for SharePoint,請遵循此方法:安裝 SharePoint 2010、安裝 SharePoint 2010 SP1,然後在之後的步驟中設定伺服器陣列。If your goal is to install PowerPivot for SharePoint as quickly as possible, follow this approach: install SharePoint 2010, install SharePoint 2010 SP1, then configure the farm in a later step. 當您安裝 SharePoint 2010 SP1 時,尚未設定伺服器陣列,因此請避免升級。Upgrade is avoided because the farm is not yet configured when you install SharePoint 2010 SP1.

在此檢查清單中,會假設在 PowerPivot for SharePoint 設定期間,使用 PowerPivot 組態工具進行伺服器陣列的設定步驟。In this checklist, the farm configuration step is assumed during PowerPivot for SharePoint configuration, using the PowerPivot Configuration Tool. 或者,您可以使用「SharePoint 產品設定」精靈 (如果您慣用該方法)。Alternatively, you can use the SharePoint Product Configuration wizard if you prefer that approach. 這兩種方法都會導致支援 PowerPivot for SharePoint 的伺服器陣列正常運作。Both approaches result in an operational farm that supports PowerPivot for SharePoint.

先決條件Prerequisites

您必須是本機系統管理員,才能執行 SQL Server 安裝程式。You must be a local administrator to run SQL Server Setup.

PowerPivot for SharePoint 需要 SharePoint Server 2010 Enterprise 版。SharePoint Server 2010 enterprise edition is required for PowerPivot for SharePoint. 您也可以使用 Evaluation Enterprise 版。You can also use the evaluation enterprise edition.

您必須安裝 SharePoint Server 2010 SP1。SharePoint Server 2010 SP1 must be installed. 若未安裝,則無法設定伺服器陣列使用 SQL Server 2012SQL Server 2012 功能。Without it, you cannot configure the farm to use SQL Server 2012SQL Server 2012 features.

電腦必須加入網域。The computer must be joined to a domain.

您必須擁有一個或多個網域使用者帳戶,才能佈建服務。You must have one or more domain user accounts to provision the services. 下列服務需要網域使用者帳戶:SharePoint web 服務和系統管理服務、 Reporting Services、 Analysis Services、 Excel Services、 Secure Store Services 和 PowerPivot 系統服務。You will need domain user accounts for the following services: SharePoint web services and administrative services, Reporting Services, Analysis Services, Excel Services, Secure Store Services, and PowerPivot System Service. SharePoint 的受管理帳戶功能需要網域帳戶。Domain accounts are required by the managed accounts feature in SharePoint. 您可以使用虛擬帳戶佈建 Database Engine,但是其他所有服務應以網域使用者的身分執行。The Database Engine can be provisioned using a virtual account, but all other services should run as a domain user.

必須提供 PowerPivot 執行個體名稱。The PowerPivot instance name must be available. 您無法於正在安裝 PowerPivot for SharePoint 的電腦上,具有現存的 PowerPivot 具名執行個體。You cannot have an existing PowerPivot named instance on the computer on which you are installing PowerPivot for SharePoint.

若您正在現有的伺服器陣列上安裝 PowerPivot for SharePoint,必須要有一個或多個為傳統模式驗證所設定的 SharePoint Web 應用程式。If you are installing PowerPivot for SharePoint on an existing farm, you must have one or more SharePoint web applications that are configured for classic mode authentication. 只有當 Web 應用程式支援傳統模式驗證時,PowerPivot 資料存取才有功能。PowerPivot data access will only work if the web application supports classic mode authentication. 如需有關傳統模式需求的詳細資訊,請參閱 < PowerPivot 驗證及授權For more information about classic mode requirements, see PowerPivot Authentication and Authorization.

請檢閱下列其他主題,以了解系統與版本需求:Review the following additional topics to understand system and version requirements:

步驟Steps

下列步驟假設管理員要安裝及設定伺服器。The following steps assume that an administrator is installing and configuring the server. SharePoint 的安裝程式使用者同時也是伺服器陣列管理員,且通常是預設網站集合的主要網站管理員。The Setup user in SharePoint is also a farm administrator and often the primary site administrator for the default site collection. 如果您將下列步驟分配給多位人員,可能需要其他權限才能執行下列步驟。If you are dividing the following steps among several people, additional permissions might be required in order for the following steps to work.

步驟Step 連結Link
執行 SharePoint 2010 產品準備工具Run the SharePoint 2010 Products Preparation Tool 您必須擁有 SharePoint 2010 安裝媒體。You must have the SharePoint 2010 installation media. 準備工具是安裝媒體上的 PrerequisiteInstaller.exe。The preparation tool is PrerequisiteInstaller.exe on the installation media.
安裝 SharePoint Server 2010 Enterprise Edition 或 Enterprise Evaluation Edition。Install SharePoint Server 2010 enterprise or enterprise evaluation edition. 安裝 SharePoint 時,您可以選擇在完成安裝程式之後,不要執行 [SharePoint 2010 產品設定精靈],以在稍後設定伺服器陣列。When installing SharePoint, you can choose to configure the farm later by not running the SharePoint 2010 Product Configuration Wizard after Setup is finished. 等候設定伺服器陣列可讓您使用SQL Server 2012SQL Server 2012Database Engine 執行個體,這會安裝在稍後的步驟中,做為伺服器陣列的資料庫伺服器。Waiting to configure the farm will allow you to use a SQL Server 2012SQL Server 2012 Database Engine instance, which is installed in a later step, as the farm's database server. 若要設定伺服器陣列,請使用 PowerPivot 組態工具。To configure the farm, you will use the PowerPivot Configuration Tool. 此工具包括佈建尚未設定之伺服器陣列的動作。It includes actions for provisioning the farm if the farm is not yet configured.
安裝 SharePoint Server 2010 SP1。Install SharePoint Server 2010 SP1. 下載從 SP1 https://support.microsoft.com/kb/2460045 Download SP1 from https://support.microsoft.com/kb/2460045.
執行 SQL Server 2012SQL Server 2012 安裝程式,以安裝 Database Engine 和 PowerPivot for SharePoint。Run SQL Server 2012SQL Server 2012 Setup to install the Database Engine and PowerPivot for SharePoint. 安裝 PowerPivot for SharePoint 2010Install PowerPivot for SharePoint 2010

步驟 1 說明如何安裝 PowerPivot for SharePoint。Step 1 explains how to install PowerPivot for SharePoint. 在此步驟中,請務必按一下 [安裝程式角色] 頁面上的核取方塊,以將 Database Engine 加入角色。In this step, be sure to click the checkbox on the Setup Role page that adds the Database Engine to the role. 如此一來您的安裝將 Database Engine,好讓您可以使用它做為伺服器陣列的資料庫伺服器在下一個步驟中設定伺服器陣列時。Doing so adds the Database Engine to your installation so that you can use it as the farm's database server when you configure the farm in the next step. 不過,如果已經設定伺服器陣列,您就可以略過此步驟。However, if the farm is already configured, you can skip this step.

步驟 2 要求您設定伺服器。Step 2 asks you to configure the server. 在此步驟中,請選擇 PowerPivot 組態工具。For this step, choose the PowerPivot Configuration tool. 雖然有許多方法可用,但是使用組態工具是對獨立安裝最有效率的方法。Although several approaches are available, using the configuration tool is the most efficient approach for a standalone installation.

如果安裝 SharePoint 2010 但未設定,此工具會預先選取動作,以建立伺服器陣列、預設 Web 應用程式及根網站集合。If SharePoint 2010 is installed but not configured, the tool pre-selects actions that will create the farm, a default web application, and a root site collection. 請務必保留選取這些選項,以建立伺服器陣列。Be sure to leave these options selected so that the farm will be created. 如果您已經設定伺服器陣列,此工具會省略這些動作,只提供設定 PowerPivot for SharePoint 的必要動作。If you already configured the farm, the tool will omit these actions, and offer just the actions that are necessary for configuring PowerPivot for SharePoint.

步驟 3 指示您安裝 SQL Server 2008 R2 版的 Analysis Services OLE DB 提供者。Step 3 instructs you to install the SQL Server 2008 R2 version of the Analysis Services OLE DB Provider. 此步驟對於支援在 2008 R2 版的 PowerPivot for Excel 中建立之活頁簿版本而言很重要。This step is important for supporting versions of a workbook that were created in the 2008 R2 version of PowerPivot for Excel.
確認伺服器陣列可以運作。Verify the farm is operational. 首先,啟動管理中心並確認可以使用。First, start Central Administration and confirm that it is available. 接下來,輸入以開啟小組網站 http://localhost 。Next, open the team site by entering http://localhost. 您應該會看到 SharePoint 小組網站。You should see a SharePoint team site.
確認 PowerPivot for SharePoint 可以運作。Verify that PowerPivot for SharePoint is operational. 確認 PowerPivot for SharePoint 安裝Verify a PowerPivot for SharePoint Installation

此工作使用您上傳的範例活頁簿確認 PowerPivot 資料存取。This task confirms PowerPivot data access using a sample workbook that you upload.
執行 SQL Server 2012SQL Server 2012 安裝程式,以安裝及設定 Reporting Services 和 Reporting Services 增益集。Run SQL Server 2012SQL Server 2012 Setup to install and configure Reporting Services and the Reporting Services Add-in. 安裝適用於 SharePoint 2010 的 Reporting Services SharePoint 模式Install Reporting Services SharePoint Mode for SharePoint 2010

如果您需要第二個資源來裝載表格式資料,您也可以在安裝 Reporting Services 時,選擇將額外的 Analysis Services 執行個體加入安裝功能樹狀目錄。Optionally, while installing Reporting Services, you can add an additional Analysis Services instance to the Setup feature tree if you want a second resource for hosting tabular data. 此額外的 Analysis Services 執行個體可用來裝載您在 SQL Server Data Tools (SSDT)SQL Server Data Tools (SSDT) 中建立的表格式模型資料庫。The additional Analysis Services instance would be used to host tabular model databases that you create in SQL Server Data Tools (SSDT)SQL Server Data Tools (SSDT). 表格式資料庫是 Power ViewPower View 報表的有效資料來源。Tabular databases are a valid data source for Power ViewPower View reports.

以表格式模式安裝 Analysis ServicesInstall Analysis Services in Tabular Mode
確認 Reporting Services 可以運作。Verify that Reporting Services is operational. 驗證 Reporting Services 安裝Verify a Reporting Services Installation
(網站管理員) 設定 SharePoint 權限。(Site Administrators) Configure SharePoint permissions. 在 SharePoint 文件庫中加入、編輯或刪除項目需要「參與」權限。Contribute permissions are required to add, edit, or delete items in SharePoint libraries. 若要唯讀存取呈現內嵌資料的報表和 PowerPivot 活頁簿,「檢視」權限等級便已足夠。View permission level is sufficient for read-only access to reports and PowerPivot workbooks that present embedded data.

做為外部資料來源存取的 PowerPivot 活頁簿 (活頁簿 URL 是其他活頁簿或報表的連接字串) 需要比「檢視」權限更高的「讀取」權限。PowerPivot workbooks that are accessed as external data sources (where the workbook URL is a connection string in another workbook or report) require Read permissions, which is higher than View permissions.

BI 語意模型連接也需要「讀取」權限。BI semantic model connections also required Read permissions. 您可能需要建立新的權限等級或 SharePoint 群組,以取得正確的權限。You might need to create new permission levels or SharePoint groups to get the correct permissions in place.
(網站管理員) 擴充文件庫(Site Administrators) Extend document libraries 擴充文件庫以使用 BI 內容類型:BI 語意模型連接、 Reporting Services 共用資料來源、 報表產生器報表:Extend document libraries to use BI content types: BI semantic model connections, Reporting Services Shared Data Sources, Report Builder reports:

1)1)
啟用內容類型管理Enable content type management. 在共用文件或其他文件庫,在 程式庫 索引標籤中,按一下 文件庫設定In Shared Documents or another document library, in the Library tab, click Library Settings. 一般設定 下按一下 進階設定Under General Settings click Advanced settings. 在 內容類型選取以允許管理內容類型,然後按一下確定In Content Types, select Yes to allow management of content types, and then click OK.

2)2)
選取 BI 內容類型Select the BI content types. 在 [程式庫] 索引標籤中,按一下文件庫設定In the Library tab, click Library Settings. 在 內容類型,按一下從現有的網站內容類型新增Under Content Types, click Add from existing site content types. 從商業智慧 內容類型群組中,新增BI 語意模型連接檔案報表資料來源From the Business Intelligence content type group, add BI Semantic Model Connection File and Report Data Source. 您也可以選擇加入其他 Reporting Services 內容類型 (例如報表模型),以啟用其他報表建立案例。Optionally, you can also add other Reporting Services content types, such as Report Model, to enable additional report building scenarios.



如需詳細資訊,請參閱 < 將 BI 語意模型連接內容類型加入至文件庫(PowerPivot for SharePoint) 將報表伺服器內容類型加入至文件庫(中的 Reporting ServicesSharePoint 整合模式)For more information, see Add a BI Semantic Model Connection Content Type to a Library (PowerPivot for SharePoint) and Add Report Server Content Types to a Library (Reporting Services in SharePoint Integrated Mode).
(網站管理員) 建立用來啟動 Power ViewPower View 的資料連接檔案。(Site Administrators) Create data connection files that are used to launch Power ViewPower View. 您必須建立 BI 語意模型連接 (.bism) 或 Reporting Services 共用資料來源 (.rsds),做為 Power ViewPower View 的資料來源。You must create a BI semantic model connection (.bism) or a Reporting Services shared data source (.rsds) as a data source for Power ViewPower View. 建立資料連接檔案之後,即可使用資料連接做為資料來源以啟動 Power ViewPower ViewAfter you create a data connection file, you can launch Power ViewPower View using the data connection as its data source.

建立與 PowerPivot 活頁簿的 BI 語意模型連接Create a BI Semantic Model Connection to a PowerPivot Workbook

C建立與表格式模型資料庫的 BI 語意模型連接Create a BI Semantic Model Connection to a Tabular Model Database

注意:由於您已安裝 Power ViewPower View 版的 Reporting Services 並將伺服器設定為共用服務,因此可以使用 SQL Server 2012SQL Server 2012Note: Power ViewPower View is available because you installed the SQL Server 2012SQL Server 2012 version of Reporting Services and configured the server as a shared service. 如果您安裝 Reporting Services 並針對 SQL Server 2008 整合層級設定 Reporting Services,則無法使用 Power ViewPower ViewIf you installed Reporting Services and configured it for the SQL Server 2008 level of integration, Power ViewPower View is not available.

另請參閱See Also

SQL server 2012 版本支援的功能Features Supported by the Editions of SQL Server 2012