Deployment Guide for
PerformancePoint Planning Server
Microsoft Corporation
Published: June 2010
Author: Microsoft Office System and Servers Team ()
Abstract
This book provides prescriptive information for deploying Microsoft PerformancePoint Planning Server. This includes planning single and distributed deployments, configuring PerformancePoint Server features, and configuring PerformancePoint security settings to mitigate threats. The audience for this book includes IT generalists, security specialists, IT operations, help desk, and deployment staff, network architects, and planners and consultants.
The content in this book is a copy of selected content in the Office PerformancePoint Server 2007 technical library () as of the publication date above. For the most current content, see the technical library on the Web.
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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.
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Contents
Getting Help
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Planning Server prerequisites
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Planning Server hardware prerequisites
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Planning Server software prerequisites
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Configure the Planning Server Application Pool and Service Identity Account
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Planning Server Application Pool Identity and Service Identity Account Considerations
Planning SI account permissions
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Planning Server Application Pool Identity and Service Identity Account Permissions
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Change Planning Server Application Pool Identity and Service Identity Account
Procedures
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Deploying Planning Server securely
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Enabling Secure Sockets Layer (SSL) security for Planning Server
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Planning Administration Console access security
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Kerberos authentication and delegation for Planning Server
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Configure Planning Server prerequisites for Kerberos authentication
Procedures
Configure Planning Server for basic Kerberos authentication
Procedures
Configure Planning Server for Kerberos delegation by using a domain user account
Procedures
Configure Planning Server for Kerberos constrained delegation
Procedures
Using Planning Server roles
Planning Server administrative roles
Scope of administrative roles
Global Administrator
Modeler
Data Administrator
User Administrator
Planning Server Business Roles
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Installing and configuring required Planning Server software
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Planning Server deployment topology
Development, test, and production environments
ProClarity Analytics Server
Sample: Three-server topology
Sample: Five-server topology
Sample: Ten-server topology
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Planning Server Performance and Scalability
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Installing Planning Server
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Deploying PerformancePoint Planning Server in a test lab
Overview
Installing software prerequisites
Adding user accounts and assigning permissions
Installing Planning Server
Verifying installation of Planning Server
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Install Planning Server on a stand-alone computer
Procedures
Install Planning Server in a distributed environment
Global component prerequisites
Procedures
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Prepare SQL Server to host an application database
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Prepare Analysis Services Server to host analysis databases
Procedures
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Planning Server log files
Installation log files
Server trace log files
Audit log files
Windows event logs
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Planning Server command-line reference
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Creating file shares
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Creating an application
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PerformancePoint Server protocol handler
Installing and uninstalling the moniker
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Producing operational reports
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Publishing Report Definition Language files
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Configuring users in SQL Server Reporting Services
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Granting users permissions to access the Planning Server application database
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Configuring data source credentials
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Setting the Reporting Services URL
Procedures
Viewing operational reports
Procedures
Troubleshoot PerformancePoint Server
Procedures
Troubleshoot PerformancePoint Planning Server
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Planning Server and component versions
Deployment for the PerformancePoint Add-in For Excel
Prerequisites for the PerformancePoint Add-in for Excel
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Install the PerformancePoint Add-in for Excel
Procedures
Open and connect to the PerformancePoint Add-in for Excel
Procedures
Work securely with the PerformancePoint Add-in for Excel
Procedures
Troubleshoot the PerformancePoint Add-in for Excel
Procedures
Diagnostic troubleshooting table
Service Pack 3 for Microsoft Office PerformancePoint Server 2007
Scenario 1: Update PerformancePoint Server with SP3 only
Scenario 2: Update SQL Server 2005 to SQL Server 2008 and update PerformancePoint Server to SP3
Scenario 3: Install PerformancePoint Server RTM and SQL Server 2008 in a new environment and update PerformancePoint Server to SP3
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Update SQL Server 2005 client components with Cumulative Update 9
Downloading and installing SQL Server 2005 CU9
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Update Planning Server with Service Pack 3
Updates for client software in PerformancePoint Server 2007 SP3
PerformancePoint Planning Server Service Pack 3 updates
Updates for databases
Updates for the System and Service databases
Updates for the Application database
Overview of the recommended SP3 update process
Uninstall SP3
Step 1: Security requirements for PerformancePoint Server 2007 SP3
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Step 2: Prepare for the SP3 update of PerformancePoint Server 2007
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Step 3: Perform the binary upgrade for PerformancePoint Server 2007 SP3
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Step 4: Perform the database upgrades for PerformancePoint Server 2007 SP3
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Step 5: Perform post-upgrade configurations for PerformancePoint Server 2007 SP3
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Step 6: Verify the update of PerformancePoint Server 2007 SP3
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Upgrade SQL Server 2005 to SQL Server 2008 with PerformancePoint Planning Server
Upgrade SQL Server 2005 to SQL Server 2008
Step 1: Update Microsoft .NET Framework to version 3.5 SP1
Step 2: Install Hotfix for Windows X64 (KB942288-V4)
Step 3: Upgrade SQL Server 2005 to SQL Server 2008
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Install PerformancePoint Planning Server with SQL Server 2008
Installing SQL Server 2005 SP3 Feature Pack files on computers hosting PerformancePoint Planning Server components
Installing SQL Server 2008
Install PerformancePoint Server 2007 RTM
Install PerformancePoint Server 2007 SP3
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Install PerformancePoint Server 2007 SP3 on Windows Server 2008
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Technical reference for Service Pack 3 for PerformancePoint Server
Validation of PerformancePoint Server 2007 SP3
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Silent command-line installation of PerformancePoint Server 2007 SP3
Command-line mode and silent mode
Upgrade mode
New supporting parameter
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Upgrade log files for PerformancePoint Server 2007 SP3
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PerformancePoint Server in a Hyper-V virtual environment
Plan for using PerformancePoint Server 2007 in a Hyper-V virtual environment
Support statement
Hyper-V prerequisites
Support for third-party hypervisor technology
Architecture recommendations
PerformancePoint Server 2007 recommendations for Hyper-V
Other resources
Conclusion
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Windows Server 2008 Power Savings
Whitepaper download: Windows Server 2008 Power Savings
PerformancePoint Server 2007 Hyper-V recommendations guide
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Getting Help
Every effort has been made to ensure the accuracy of this book. This content is also available online in the Office System TechNet Library, so if you run into problems you can check for updates at:
If you do not find your answer in our online content, you can send an e-mail message to the Microsoft Office System and Servers content team at:
If your question is about Microsoft Office products, and not about the content of this book, please search the Microsoft Help and Support Center or the Microsoft Knowledge Base at:
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Deployment for Planning Server
Planning Server consists of the following components.
Planning Web Service: Planning Web service for Planning Business Modeler and PerformancePoint Add-in for Excel.
Planning Process Service: Planning Process service that is used to process jobs and workflow.
PerformancePoint Planning Remote Administration console: Planning Administration Console service that is used to administer the Planning and Processing Web Services. Planning Administration Console can be used remotely or locally.
PerformancePoint Planning System and Service Databases: Databases used by all Planning servers.
PerformancePoint Planning Application and Staging Databases: Databases used by a planning application.
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This topic is included in the following downloadable book for easier reading and printing:
Planning Server Deployment Guide for PerformancePoint Server 2007 ()
See the full list of available books at Downloadable content for PerformancePoint Server 2007 ().
See Also
Planning Server Prerequisites
Deploying Planning Server Securely
Using Planning Server Roles
Using Native SQL and MDX Securely ()
Installing and configuring required Planning Server software
Planning Server Deployment Topology
Planning Server Performance and Scalability
Installing Planning Server
Creating file shares
Creating an application
PerformancePoint Protocol Handler
Producing operational reports
Planning Server prerequisites
Before deploying Planning Server, make sure your topology meets all hardware and software requirements.
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This topic is included in the following downloadable book for easier reading and printing:
Planning Server Deployment Guide for PerformancePoint Server 2007 ()
See the full list of available books at Downloadable content for PerformancePoint Server 2007 ().
See Also
Planning Server Hardware Prerequisites
Planning Server software prerequisites
Planning Server hardware prerequisites
Following are the minimum and recommended hardware requirements for clients and servers used by PerformancePoint Planning Server.
General client and server prerequisites
Component / PerformancePoint Planning Servers / File share server / PerformancePoint Server Business Modeler / PerformancePoint Server Add-in for Excel / PerformancePoint Administration ConsoleProcessor type / Minimum: one Pentium 4 CPU
Recommended: two dual-core 64-bit CPUs / Minimum: one Pentium 4 CPU
Recommended: two dual-core 64-bit CPUs / Minimum: one Pentium 3 CPU
Recommended: one dual-core 32-bit CPU (x86) / Minimum: one Pentium 3 CPU
Recommended: one dual-core 32-bit CPU (x86) / Minimum: one Pentium 3 CPU
Recommended: one dual-core 32-bit CPU (x86)
Processor speed / Minimum: 2.5gigahertz (GHz)
Recommended: 2.8GHz / Minimum: 2.5GHz
Recommended: 2.8GHz / Minimum: 1GHz
Recommended: 2.5GHz / Minimum: 1GHz
Recommended: 2.5GHz / Minimum: 1GHz
Recommended: 2.5GHz
Available hard disk space / Minimum: 1gigabyte (GB)
Recommended: 5GB + 7200rpm hard disk drive / Minimum: 1GB
Recommended: 5GB + 7200rpm hard disk drive / Minimum: 512MB
Recommended: 2GB / Minimum: 512MB
Recommended: 2GB / Minimum: 512MB
Recommended: 2GB
RAM / Minimum: 2GB
Recommended: 4GB / Minimum: 2GB
Recommended: 4GB / Minimum: 1.5GB
Recommended: 2GB / Minimum: 1.5GB
Recommended: 2GB / Minimum: 1.5GB
Recommended: 2GB
Network interface / Minimum: 100 megabits per second (Mbps) / Minimum: 100 Mbps / Minimum: 10 Mbps / Minimum: 10 Mbps / Minimum: 10 Mbps
Planning Server services prerequisites
Component / PerformancePoint Planning Configuration Manager / PerformancePoint Planning Web Service / PerformancePoint Planning Process Service / PerformancePoint Planning Administration Console Server / PerformancePoint Planning System Database / PerformancePoint Planning Analysis Services ServerProcessor type / Minimum: one Pentium 4 CPU
Recommended: two dual-core 64-bit CPUs / Minimum: one Pentium 4 CPU
Recommended: two dual-core 64-bit CPUs / Minimum: one Pentium 4 CPU
Recommended: two dual-core 64-bit CPUs / Minimum: one Pentium 4 CPU
Recommended: two dual-core 64-bit CPUs / Minimum: one Pentium 4 CPU
Recommended: two dual-core 64-bit CPUs / Minimum: one Pentium 4 CPU
Recommended: two dual-core 64-bit CPUs
Processor speed / Minimum: 2.5GHz
Recommended: 2.8GHz / Minimum: 2.5GHz
Recommended: 2.8GHz / Minimum: 2.5GHz
Recommended: 2.8GHz / Minimum: 2.5GHz
Recommended: 2.8GHz / Minimum: 2.5GHz
Recommended: 2.8GHz / Minimum: 2.5GHz
Recommended: 2.8GHz
Available hard disk space / Minimum: 1GB
Recommended: 5GB + 7200rpm hard disk drive / Minimum: 1GB
Recommended: 5GB + 7200rpm hard disk drive / Minimum: 1GB
Recommended: 5GB + 7200rpm hard disk drive / Minimum: 1GB
Recommended: 5GB + 7200rpm hard disk drive / Minimum: 1GB
Recommended: 5GB + 7200rpm hard disk drive / Minimum: 1GB
Recommended: 5GB + 7200rpm hard disk drive
RAM / Minimum: 2GB
Recommended: 4GB / Minimum: 2GB
Recommended: 4GB / Minimum: 2GB
Recommended: 4GB / Minimum: 2GB
Recommended: 4GB / Minimum: 2GB
Recommended: 4GB / Minimum: 2GB
Recommended: 4GB
Network interface / Minimum: 100 Mbps / Minimum: 100 Mbps / Minimum: 100 Mbps / Minimum: 100 Mbps / Minimum: 100 Mbps / Minimum: 100 Mbps
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This topic is included in the following downloadable book for easier reading and printing:
Planning Server Deployment Guide for PerformancePoint Server 2007 ()
See the full list of available books at Downloadable content for PerformancePoint Server 2007().
See Also
Planning Server software prerequisites
Planning Server software prerequisites
PerformancePoint Planning Server is based on the following Microsoft programs and technologies:
Windows Server® 2003 with Service Pack 1 (SP1), Standard Edition or Windows Server 2008 with Service Pack 1 (SP1) Standard Edition.
Microsoft Windows® XP Professional with Service Pack 2 (SP2)
Microsoft Office 2003 with Service Pack 2 (SP2)
SQL Server 2005 with Service Pack 2 (SP2), Enterprise Edition. For Windows Server 2008 SQL Server Native Client 9.0 (SP2) is required when SQL Server is installed on a separate computer.
Note:
Planning Server relational databases can run on Standard Edition, but Planning Server requires Enterprise Edition for its SQL Server Analysis Services databases.
A cumulative update has been released for SQL Server 2005 SP2. This update is called "Cumulative update package 3 for SQL Server 2005 SP2" and is also known as build 3186. All Analysis Services computers in your PerformancePoint Server environment must have this update applied prior to your Planning Server installation.
The update package can be requested by going to:
Windows Installer 3.1
Install Microsoft .NET Framework 2.0 first, and then Microsoft .Net Framework 3.5
Microsoft Internet Information Services 6.0 or 7.0 (IIS).
Microsoft ASP.NET 2.0
Important:
For Windows Server 2008 use the Server Manager tool to add the server role Web Server (IIS). On the Role Services page select the following options: ASP.NET, Windows Authentication, and IIS6 Management Compatibility.
Important
PerformancePoint Planning Server supports 32-bit and 64-bit operating system environments. The following are the supported Planning Server and operating system combinations. All other combinations are not recommended and are unsupported.
Clients
Product / Supported operating systems / Additional requirements / Supported browsersPerformancePoint Planning Business Modeler / Windows XP SP2
Microsoft Vista (Business, Business N, Enterprise) 32-bit and 64-bit
Windows 7, 32-bit and 64-bit / SQL ADOMD.NET
MSXML 6.0 + Updates
SQL Server 2005 SP2 Analysis Server OLEDB 9.0 Provider + Cumulative Update 9.00.3186 (kb939537)
SQL Server 2000 Analysis Services
Service Pack 4 - Build 2174 for Client Systems (to use SQL Server 2000 Analysis Services as a data source)
Microsoft .NET Framework 2.0 / N/A
PerformancePoint Add-in for Excel / Microsoft Windows Server 2003 (SP2 and R2), 32-bit and 64-bit
Microsoft Windows Server 2008, 32-bit and 64-bit
Windows XP (excluding XPe), SP2
Microsoft Vista™ (Business, Business N, Enterprise) 32-bit and 64-bit
Windows 7, 32-bit and 64-bit / Excel 2003 SP3, Excel 2007
Note:
If you use Excel 2003 on client computers in a PerformancePoint environment that uses PerformancePoint Add-in for Excel, you must install Excel 2003 Service Pack 3 (SP3).
Microsoft Excel .NET Programmability Support
SQL ADOMD.NET 9.0
MSXML6.msi +updates
SQL Server 2005 SP2 Analysis Server OLEDB 9.0 Provider + Cumulative Update 9.00.3186 (kb939537)
SQL Server 2000 Analysis Services Service Pack 4 — Build 2174 for Client Systems (to use SQL Server 2000 Analysis Services as a data source)
.NET Framework 2.0 / N/A
PerformancePoint Planning Administration Console / Microsoft Windows Server 2003 (SP2 and R2), 32-bit and 64-bit
Microsoft Windows Server 2008, 32-bit and 64-bit
Windows XP (excluding XPe), SP2
Microsoft Vista™ (Business, Business N, Enterprise) 32-bit and 64-bit
Windows 7, 32-bit and 64-bit / n/a / Microsoft Internet Explorer 6, 7, and 8
Note
If you use Internet Explorer 8 with PerformancePoint Server 2007 Service Pack 3, then you must set a security option in your browser. You must set the Allow script-initiated windows without size or position constraints option as Enabled.
See To enable security options in Internet Explorer 8 for more information.
Server and services
Product / Supported Operating Systems / Additional requirements / Supported browsersPerformancePoint Planning Configuration Manager / Microsoft Windows Server 2003 (SP2 and R2), 32-bit and 64-bit
Microsoft Windows Server 2008, 32-bit and 64-bit / Microsoft .NET Framework 2.0
Microsoft ASP.NET 2.0
SQL Native Client 9.0 SP2 / N/A
PerformancePoint Planning Web Service / Microsoft Windows Server 2003 (SP2 and R2), 32-bit and 64-bit
Microsoft Windows Server 2008, 32-bit and 64-bit / Microsoft .NET Framework 2.0
Microsoft Internet Information Services (IIS) 6.0, or IIS 7.0 with IIS Metabase and IIS 6 configuration compatibility, and IIS 6.0 Isolation Mode
Microsoft ASP.NET 2.0 with ASP.NET 2.0 Registration, and IIS 6.0 and ASP.NET 2.0 Web service Extension in IIS 6.0
SQL Server 2005 Analysis Management Objects 9.0 SP2
SQL Server 2005 Native Client 9.0 SP2 / N/A
PerformancePoint Planning Process Service / Microsoft Windows Server 2003 (SP2 and R2), 32-bit and 64-bit
Microsoft Windows Server 2008, 32-bit and 64-bit / Microsoft .NET Framework 2.0
Microsoft Internet Information Services (IIS) 6.0, or IIS 7.0 with IIS Metabase and IIS 6 configuration compatibility, IIS 6.0 Isolation Mode
Microsoft ASP.NET 2.0 with ASP.NET 2.0 Registration, and IIS 6.0 and ASP.NET 2.0 Web service Extension in IIS 6.0
SQL Server 2005 Analysis Management Objects 9.0 SP2
SQL Server 2005 Native Client 9.0 SP2 / N/A
PerformancePoint Administration Console / Microsoft Windows Server 2003 (SP2 and R2), 32-bit and 64-bit
Microsoft Windows Server 2008, 32-bit and 64-bit / Microsoft Internet Information Services (IIS) 6.0, or IIS 7.0 with IIS Metabase and IIS 6 configuration compatibility, IIS 6.0 Isolation Mode / Microsoft Internet Explorer 6, 7, and 8
Note
If you use Internet Explorer 8 with PerformancePoint Server 2007 Service Pack 3, then you must set a security option in your browser. You must set the Allow script-initiated windows without size or position constraints option as Enabled.
See To enable security options in Internet Explorer 8 for more information.
PerformancePoint Planning System Database / Microsoft Windows Server 2003 (SP2 and R2), 32-bit and 64-bit
Microsoft Windows Server 2008, 32-bit and 64-bit / Microsoft SQL Server 2005 SP2 Standard Edition + Cumulative Update 9.00.3186 (kb939537)
Optional: SQL Server 2005 SP2 Reporting Services Server / N/A
PerformancePoint Planning Analysis Services Server / Microsoft Windows Server 2003 (SP2 and R2), 32-bit and 64-bit
Microsoft Windows Server 2008, 32-bit and 64-bit / SQL Server Analysis Services 2005 Enterprise Edition SP2 + Cumulative Update 9.00.3186 (kb939537) / N/A
To enable security options in Internet Explorer 8