Deploying SQL Server 2016 PowerPivot and Power View in SharePoint 2016

Deploying SQL Server 2016
PowerPivot and Power View in

SharePoint 2016
Hands-On Lab for a Demo Environment
Summary: This white paper provides SharePoint administrators and architects detailed step-bystep instructions for deploying and configuring a Microsoft BI demo environment based on the
Preview releases of SharePoint Server 2016, Office Online Server, and the SQL Server 2016 BI
stack for SharePoint 2016. Following a brief introduction of important architecture changes and
corresponding system dependencies, it outlines software and configuration requirements and a
recommended deployment path to enable and verify BI capabilities in three main stages. This
white paper also addresses known issues that exist in the SharePoint Server 2016 Beta 2,
Office Online Server Preview and SQL Server 2016 CTP 3.1 releases and suggests appropriate
workarounds. These workarounds will no longer be necessary in the final versions of the
products. Check for an updated version of this white paper when deploying RTM releases.
Writer: Kay Unkroth

Technical Reviewers: Adam Saxton, Anne Zorner, Craig Guyer, Frank Weigel, Gregory Appel,
Heidi Steen, Jason Haak, Kasper de Jonge, Kirk Stark, Klaus Sobel, Mike Plumley, Mike
Taghizadeh, Patrick Wheeler, Riccardo Muti, Steve Hord
Published: December, 2015
Applies to: SQL Server 2016 CTP3.1, SharePoint 2016 Preview, Office Online Server Preview
Copyright
This document is provided as-is. Information and views expressed in this
document, including URL and other Internet Web site references, may change
without notice. You bear the risk of using it.
Some examples depicted herein are provided for illustration only and are fictitious.
No real association or connection is intended or should be inferred.
This document does not provide you with any legal rights to any intellectual
property in any Microsoft product. You may copy and use this document for your
internal, reference purposes.
2015 Microsoft. All rights reserved.
Table of Contents
Introduction................................................................................................................... 5
Understanding the SQL BI Architecture for SharePoint 2016................................................6
Important Excel Online Dependencies and Restrictions..........................................6
BI System Architecture for SharePoint 2016............................................................7
Setting up a Demo Infrastructure.................................................................................... 10
Step 1: Defining the VMs and their Roles..............................................................10
Step 2: Deploying the AD DS and DNS Environment and Joining the VMs.............11
Deploy an AD DS Forest and DNS Zone..............................................................11
Create System, Administrator, and User Accounts.............................................11
Step 3: Defining the Overall BI Deployment Sequence.........................................12
Deploying a minimal Self-Service BI Environment.............................................................13
Step 1: Installing SQL Server Database Engine and Analysis Services in PowerPivot
Mode..................................................................................................................... 14
Install .NET Framework 3.5 as a SQL Server Setup Prerequisite:........................14
Install SQL Server Database Engine Services and Analysis Services:.................14
Configure Windows Firewall for Database Engine Services:...............................17
Configure Windows Firewall for Analysis Services:.............................................20
Step 2: Installing SharePoint Server 2016 Beta 2..................................................21
Install SharePoint Server 2016 Beta 2 Prerequisites:..........................................22
Install a SharePoint Server 2016 Single Server Farm:........................................22
Configure the Single-Server Farm:.....................................................................24
Add SharePoint Users to the BI Root Site:..........................................................25
Import user profiles into the SharePoint farm:...................................................26
Step 3: Deploying Office Online Server Preview....................................................28
Install Office Online Server Prerequisites...........................................................28
Install Office Online Server Preview...................................................................29
Create an Office Online Server Farm..................................................................30
Step 4: Configuring Excel Online for BI..................................................................31
Test Office Online Server to SSAS connectivity..................................................31
Grant the Office Online Server Network Service Account Administrator Rights in
Analysis Services................................................................................................ 32
Connect Office Online Server to Analysis Services in PowerPivot Mode.............33
Configure and enable Claims to Windows Token Service for Office Online Server
........................................................................................................................... 34
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Register Office Online Server in the SharePoint Farm.........................................35

Verify the Basic Excel Online Configuration for BI..............................................35
Complementing Excel Online Capabilities for BI...............................................................36
Step 1: Adding PowerPivot Features to a SharePoint 2016 Farm...........................36
Install the PowerPivot Add-In File on the SharePoint Server...............................36
Deploy the PowerPivot Add-In in the SharePoint 2016 Farm...............................37
Grant SharePoint Services access to Analysis Services in PowerPivot Mode......38
Verify the Availability of PowerPivot Features in a SharePoint Site.....................38
Step 2: Enabling Workbooks as a Data Source......................................................44
Configure SharePoint Authentication for Kerberos.............................................45
Configure Kerberos Constrained Delegation between SharePoint and Office
Online Server..................................................................................................... 45
Update the Analysis Services OLE DB Provider for Office Online Server Preview
Only.................................................................................................................... 47
Verify Workbooks as a Data Source in Excel Online...........................................48
Step 3: Deploying the Management Dashboard Solution......................................48
Configure Office S2S Authentication between Office Online Server and
SharePoint 2016................................................................................................. 48
Update and Publish the Management Dashboard Workbooks in SharePoint 2016
........................................................................................................................... 52
Adding Self-Service Reporting....................................................................................... 55
Step 1: Deploying SSRS in SharePoint integrated mode........................................55
Apply the Custom Server Role to SharePoint 2016.............................................55
Install SSRS Add-in and Service in SharePoint-integrated Mode.........................56
Configure an SSRS service application...............................................................57
Step 2: Verifying SSRS in SharePoint-integrated Mode..........................................58
Create a standalone Power View Report on top of a BISM connection...............58
Create a standalone Power View Report on top of a workbook..........................59
Create a Power View Report embedded in a workbook......................................60
Conclusion.................................................................................................................. 61
See Also..................................................................................................................... 62
Introduction
There are many good reasons to upgrade BI-enabled SharePoint farms to Microsoft
SharePoint Server 2016. New infrastructure advancements, specifically MinRole,
help to facilitate performance and capacity planning, server deployment, and scale
out in large environments. Other enhancements, such as advanced compliance
capabilities and support for encrypted email communication, help to increase data
protection and security in SharePoint farms, and there are numerous performance
and reliability improvements stemming from the fact that SharePoint Server 2016
has its roots deep in the SharePoint Online codebase. For more information, see the
SharePoint Server 2016 Beta 2 online documentation at
https://technet.microsoft.com/en-us/library/cc303422(v=office.16).aspx.
More specifically for BI, Excel Services, now called Excel Online, features an
improved architecture, unifying the Excel Services deployment for both workbook
editing and BI scenarios. Previous releases required customers to exclude
workbooks with PowerPivot data models from online editing experiences because
the PowerPivot add-ins for SharePoint 2010 and SharePoint 2013 did not support
Office Web Apps Server. The add-ins required Excel Services instances deployed
directly in the SharePoint farms, which did not support online editing of workbooks.
Furthermore, in SharePoint 2016, users soon can configure Scheduled Data Refresh
for Excel workbooks that utilize Power Query connections to import data into a data
model. This capability is not yet available in the Preview releases, but is going to
ship with the final release of Office Online Server. Moreover, numerous popular
Excel client features have found their way into Excel Online, such as search in
filters, value field settings, freeze panes, print a selection, and support for
comments.
The SQL Server 2016 BI stack for SharePoint 2016 also adds important
enhancements. Thanks to the performance optimizations in SQL Server Analysis
Services (SSAS), PowerPivot data models load faster and client queries also return
quicker than with previous SSAS releases, contributing to an overall more
responsive BI experience. SharePoint-integrated Reporting Services (SSRS) also
offers noteworthy improvements with SQL Server 2016, such as new chart types,
HTML5 rendering of reports, cross-browser printing, export to Microsoft PowerPoint,
and an updated version of Report Builder.
Upgrading a BI-enabled SharePoint farm to SharePoint 2016 requires careful
preparation, as many considerations have changed, due to the new architecture.
Excel Services no longer ships with SharePoint 2016, making it a key requirement to
deploy an Office Online Server environment along with the SharePoint 2016 farm. In
BI-enabled SharePoint 2016 farms, Office Online Server must be able to act on
behalf of the user when opening a workbook in the browser that uses another
workbook as its data source. This PowerPivot functionality therefore requires
Kerberos Constrained Delegation (KCD) between the Office Online servers that host
Excel Online and the SharePoint front-end Web applications that host the site
collections of the farm. KCD is not a requirement for SharePoint 2016 farms without
the PowerPivot add-in.
This white paper provides you with detailed step-by-step instructions to deploy and
configure a small BI demo environment to help you get familiar with the new
architecture and its key components as quickly as possible. It also guides you past
commonly encountered known issues in the Preview releases of SharePoint 2016,
Office Online Server, and the SQL Server 2016 BI stack for SharePoint 2016. Due to
these issues, it is recommended that you follow the deployment instructions in the
sequence that this white paper outlines.
Understanding the SQL BI Architecture for SharePoint 2016

Even though the removal of Excel Services from the SharePoint codebase
necessitated several design changes in the SQL Server BI stack for SharePoint 2016,
farm administrators already familiar with the BI stack in SharePoint 2013 will find
many similarities to their existing environments. The BI environment still relies on
one or multiple server instances running Analysis Services in SharePoint/PowerPivot
mode. Excel Online still maintains a corresponding BI server list that an
administrator must configure so that Excel Online can load and query the data
models embedded in the workbooks. SharePoint sites still provide users with the
ability to upload and share their workbooks, reports, and other items. SharePoint
content databases still store these workbooks and reports. Shared services, such as
SharePoint-integrated Reporting Services, can still consume workbooks with data
models as a data source. The main difference is that Excel Online must now be
deployed on a separate dedicated computer running Office Online Server, as Figure
1 illustrates.
Figure 1 Server Deployments required for a BI-enabled SharePoint 2016 farm
Important Excel Online Dependencies and Restrictions

Under the covers, the SQL Server BI stack continues to rely on Excel Services SOAP
APIs to communicate with the Excel Online service in Office Online Server, such as
to load a data model and trigger a scheduled data refresh. Yet, due to the fact that
Excel Online is now separate from the SharePoint farm, it is important to note the
following system dependencies and restrictions when deploying and maintaining a
BI environment based on SharePoint 2016:
No workbook access for SharePoint managed accounts

Managed
accounts, such as the farm account and the service accounts of shared
services, cannot open Excel workbooks in Excel Online. This is an important
limitation to keep in mind when testing PowerPivot functionality after an
initial deployment. Make sure you use a regular SharePoint user account for
testing and deployment verification.
No workbook access from Central Administration Opening workbooks
from the SharePoint Central Administration web site in Excel Online is not
possible. This affects the implementation of the PowerPivot Management
Dashboard, which is based on workbooks and Excel Services Web parts that
previous releases hosted in the Central Administration web site. In SharePoint
2016, it is necessary to deploy the dashboard workbooks in a regular
SharePoint site, as outlined later in this white paper.
Network Service Account only Office Online Server does not support the
configuration of a service account or unattended service account. Hence,
Excel Online always uses the local Network Service account to connect to
Analysis Services in PowerPivot mode as well as to organizational
Multidimensional and Tabular databases.
Usage logging for the PowerPivot Management Dashboard requires
PowerPivot Usage Processing Service and Office Service to Service
(S2S) authentication Excel Online cannot directly write SharePoint usage
logs to track workbook and data model usage because the usage logging
infrastructure is not available on the computer running Office Online Server.
In order to gather this data for the Management Dashboard, the PowerPivot
add-in for SharePoint 2016 includes a new component called PowerPivot
Usage Processing Service. This service receives usage data from Excel Online
and writes it into the SharePoint usage logs. In order to write it to SharePoint
usage logs, trust must be established between Office Online Server and
SharePoint Server 2016. The configuration of Office Service to Service (S2S)
authentication establishes this trust, which has to be set up as a prerequisite. The remaining processing of usage data is the same as in
SharePoint 2013.
Workbooks as a data source require the PowerPivot Web Service and
KCD Given that Excel Online is external to the SharePoint farm, workbooks
that access other workbooks as a data source require the PowerPivot Web
Service on the SharePoint Front End Server. The PowerPivot Web Service only
supports Windows authentication, so KCD must be configured between Excel
Online and the SharePoint Web applications that host the sites and the
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PowerPivot Web Service. Also note that multi-forest topologies with single
trust relationships are not supported because the Claims to Windows Token
Service (C2WTS) cannot resolve accounts from remote forests if the required
trust relationship is missing. If the domain controllers run Windows 2012 R2
and full trust relationships exist, then KCD can cross a single forest boundary.
Multi-forest topologies are beyond the scope of this white paper. The demo
environment relies on a single forest only.
Power View Reports embedded in Excel workbooks require
SharePoint-integrated SSRS While Excel Online can render workbooks in
the browser, Power View reports embedded in these workbooks cannot be
displayed unless the workbooks reside in a SharePoint farm with SharePointintegrated Reporting Services installed. Excel Online relies on Reporting
Services to render the Power View reports. Note also that Power View still has
Silverlight dependencies.
Scheduled Data Refresh for workbook data models requires the
PowerPivot add-in Maintaining refresh schedules and triggering scheduled
refreshes for workbook data models is the task of the PowerPivot System
Services, which is part of the PowerPivot add-in for SharePoint 2016. If the
add-in is not installed, workbooks cannot be scheduled for automatic refresh.
BI System Architecture for SharePoint 2016

As with previous releases, the SQL Server BI stack for SharePoint complements the
capabilities of Excel Online so that users can interact with their workbook-based BI
solutions in the browser, refresh their workbook data models on a scheduled basis,
and consume these data models in new workbooks, SSRS reports, and other
solutions. However, due to the architectural changes regarding the Excel integration
in SharePoint 2016, previous releases cannot support SharePoint 2016. SQL Server
2014 and earlier versions have no concept of Excel Online being in a separate Office
Online Server deployment. Consequentially, SQL Server 2016 CTP3.1 or higher is
the minimum software requirement to deploy PowerPivot and SSRS/Power View in a
SharePoint 2016 farm.
Note that the SQL Server BI stack for SharePoint Server 2016 is only available with
SQL Server 2016 CTP 3.1 and higher. While Multidimensional and Tabular SSAS
instances can remain on previous SQL Server releases, previous versions do not
support SharePoint Server 2016. Note also that while the SQL Server 2016 BI stack
supports both, SharePoint 2013 and 2016, you must use separate PowerPivot addins. The PowerPivot add-in for SharePoint 2013 is available for download at
http://go.microsoft.com/fwlink/?LinkID=398152. For SharePoint 2016, make sure you
use the corresponding PowerPivot add-in at http://go.microsoft.com/fwlink/?
LinkID=716860.
Figure 2 depicts the most important components in the system architecture of SQL
Server BI for SharePoint 2016 in relationship to Excel Online hosted in Office Online
Server.
Figure 2 System architecture for SQL Server BI based on SharePoint 2016 and Office Online Server
The SQL Server BI architecture for SharePoint 2016 includes the following key
components and technologies:
Analysis Services Client Libraries Enable service applications to load

data models from workbooks via Excel Online and communicate with Analysis
Services. In SharePoint 2016, it is important to use the client libraries that
ship with the SQL Server 2016 PowerPivot for SharePoint add-in. Among other
things, this add-in installs an SPClient component that enables the Analysis
Services client libraries to communicate with Excel Online through the ECS
API.
Analysis Services Service in PowerPivot Mode Runs the VertiPaq
engine to handle the data models received from Excel Online. Excel Online
can load data models on the Analysis Services instance by using a Streaming
Server Pool Module (SSPM). Having loaded a data model, the data is available
for querying and refresh operations.
Excel Online Loads Excel workbooks and renders them for display and
interaction in the browser. If the workbook contains a data model, Excel
Online streams the model to Analysis Services and then queries the data in
order to update the workbook data. It is important to note that this action
does not happen immediately when a user opens a workbook. Excel Online
only streams the data model in response to a user action that requires an
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update of the workbook data, such as when a user interacts with PivotTables
or PivotCharts via slicers.
PowerPivot Gallery Implements custom content types and Microsoft
Silverlight-enabled application pages for document libraries to visualize
shared workbooks and SSRS/Power View reports interactively.
PowerPivot Management Dashboard Facilitates centralized BI
monitoring and management in a SharePoint environment.
PowerPivot Service Application Database Stores schedule information
for data refresh operations and usage data for the Management Dashboard
workbooks.
PowerPivot System Service Manages the application database, collects
usage data, and performs automatic data refreshing for workbook data
models.
PowerPivot Usage Processing Service Enables Excel Online to submit
usage data for a workbook and server statistics concerning the load and
utilization of registered Analysis Services instances to the SharePoint 2016
usage logs. A SharePoint Timer job then moves the usage information into the
PowerPivot Service Application Database.
PowerPivot Web Service Exposes workbook data models via XML for
Analysis (XML/A) as data sources to external applications, such as Excel or
Report Builder. Client applications can access workbook data models in the
same way as Tabular data models hosted on a dedicated Analysis Services
instance in Tabular mode.
SharePoint Content Databases Store the data, documents, workbook,
and reports associated with SharePoint lists, libraries, and sites. Excel Online
can retrieve the workbooks by using the Web Application Open Platform
Interface (WOPI) protocol.
SharePoint Web Applications Provide IIS sites and application pools,
security identities, and isolation for front-end processes on a SharePoint
server. A single web application can host multiple site collections and each
site collection can have the PowerPivot feature activated or deactivated
individually.
SSRS/Power View Service Application Enables SSRS and Power View
report creation and viewing in document libraries, subscription delivery of
reports through email, and data alerting. Power View is a browser-based
Silverlight application for interactive data exploration, visualization, and
presentation.
Setting up a Demo Infrastructure

Deploying a small demo environment is a good way to get started with SQL Server
BI in SharePoint 2016. Demo environments do not pose complicating challenges,
such as production-level security or high-availability requirements, and do not
require lengthy planning cycles. It is also an excellent idea to deploy the demo
environment on virtual machines (VMs). VM checkpoints make it easy to return to a
known good state, such as to repeat a failed installation or to undo an unsuccessful
configuration step.
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Step 1: Defining the VMs and their Roles

Given that Microsoft does not support installing Office Online Server on a computer
already running SharePoint or SQL Server, a minimum BI demo environment for
SharePoint 2016 requires three virtual machines to host Active Directory Domain
Services (AD DS), SharePoint Server plus SQL Server, and Office Online Server.
However, for performance reasons Microsoft highly recommends separating
SharePoint Server and SQL Server, bringing the VM count up to four. It would also be
a good idea to deploy SQL Server Database Engine and SQL Server Analysis
Services on separate machines, but this white paper keeps both engines on the
same VM to avoid redundant SQL Server Setup instructions.
Figure 3 shows the resulting infrastructure that this white paper uses for the demo
environment with four virtual machines all hosted on the same physical computer
running Microsoft Windows Server 2012 R2 and the Hyper-V server role. The fifth
VM, WKSTA2016, does strictly speaking not belong to the server environment, but is
required to create and work with workbooks using Microsoft Excel 2016.
Figure 3 A VM-based Demo Deployment SQL Server BI, SharePoint Server 2016, and Office Online
Server
Note that you can also use Microsoft Azure virtual machines to deploy the demo
environment. For details how to deploy AD DS, see Guidelines for Deploying
Windows Server Active Directory on Azure Virtual Machines at
https://msdn.microsoft.com/en-us/library/azure/jj156090.aspx.
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Step 2: Deploying the AD DS and DNS Environment and Joining the VMs
In the demo environment for this white paper, all virtual machines run Windows
Server 2012 R2 (even WKSTA2016). There are no special installation requirements.
If you need installation instructions, refer to the Microsoft test lab guide for setting
up a base configuration using Windows Server 2012 R2, available for download at
https://www.microsoft.com/en-us/download/details.aspx?id=39638.
Deploy an AD DS Forest and DNS Zone

If you want to deploy your demo environment exactly as outlined in this white
paper, log on to AD2012R2 as local administrator and run the following Windows
PowerShell script:
# Install the AD-Domain-Services role on the domain controller AD2012R2
Install-WindowsFeature Name AD-Domain-Services -IncludeManagementTools
# Establish a new forest
Install-ADDSForest -DomainName "lab.contoso.com" `
DomainNetbiosName "Contosolab" `
-InstallDNS -SafeModeAdministratorPassword `
(ConvertTo-SecureString 'P@ssw0rd' `
-AsPlainText -Force) `
-Confirm:$false
This script deploys AD DS with a Fully Qualified Domain Name (FQDN) of

lab.contoso.com and a corresponding NetBIOS domain name of Contosolab. Of
course, if you use different names, make sure you use the correct information in the
configuration instructions that follow.
Create System, Administrator, and User Accounts

As mentioned earlier in this white paper, system accounts, specifically SharePoint
managed accounts, cannot open Excel workbooks in Excel Online. This implies that
it is not possible to deploy and verify the demo environment by using only a single
domain account. At the minimum, two accounts are necessary: one account for the
SharePoint farm and its shared services and one account for the user verifying the
BI features.
Table 1 lists the domain accounts that this white paper uses in the demo
environment:
Account Name
ContosoLab\SPF
arm
ContosoLab\SPU
ser
ContosoLab\SPA
dmin
ContosoLab\SPU
Purpose
The system account for the SharePoint farm and all its shared
services. Given that there are no special security requirements,
the demo environment does not use separate service
accounts.
A domain account for a regular SharePoint user. This user does
not have any administrative permissions in the SharePoint
farm.
A domain admin account for SharePoint farm administration
purposes. This account has full control over the SharePoint
farm and its site collections.
A domain account for the User Profile Service Application to
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psSvc
ContosoLab\SQL
Admin
synchronize profile information with Active Directory. This

account requires the Replicating Directory Changes permission
in Active Directory. Because there are no special security
requirements, the User Profile Service in the demo
environment simply uses a domain admin account.
A domain admin account for installing and configuring SQL
Server Database Engine and Analysis Services. Using separate
accounts for SharePoint and SQL Server administration helps to
maintain a certain level of realism in the demo environment.
Table 1 System, administrator, and user accounts for deploying a SharePoint 2016-based demo
environment for BI
After rebooting AD2012R2 and logging on as domain administrator, run the

following Windows PowerShell script to create the suggested system, administrator,
and user accounts:
# After the domain controller is rebooted, create user accounts
NEW-ADUSER SPFarm Givenname SharePoint Surname FarmAccount `
-AccountPassword (ConvertTo-SecureString "P@ssw0rd" `
-DisplayName "Farm Account" `
-UserPrincipalName "spfarm@lab.contoso.com" `
-Enabled $True -PasswordNeverExpires:$true
NEW-ADUSER SPUser Givenname SharePoint Surname UserAccount `
-DisplayName "SharePoint User" `
-UserPrincipalName "spuser@lab.contoso.com" `
NEW-ADUSER SPAdmin Givenname SharePoint Surname AdminAccount `
-DisplayName "SharePoint Administrator" `
-UserPrincipalName "spadmin@lab.contoso.com" `
NEW-ADUSER SPUpsSvc Givenname SharePoint Surname UPSAccount `
-DisplayName "SharePoint User Profile Import" `
-UserPrincipalName "spupssvc@lab.contoso.com" `
NEW-ADUSER SQLAdmin Givenname SQL Surname ServerAdmin `
-DisplayName "SQL Server Administrator" `
-UserPrincipalName "sqladmin@lab.contoso.com" `
# Add the SPAdmin and SQLAdmin accounts to the Domain Admins group
Add-ADGroupMember -Identity "Domain Admins" -Member "SPAdmin"
Add-ADGroupMember -Identity "Domain Admins" -Member "SPUpsSvc"
Add-ADGroupMember -Identity "Domain Admins" -Member "SQLAdmin"
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Step 3: Defining the Overall BI Deployment Sequence

With the basic Windows and AD DS infrastructure in place, the deployment of SQL
Server, SharePoint Server, and Office Online Server can follow. Registering the
Office Online Server deployment in SharePoint 2016 completes the steps to enable
basic Excel Online capabilities according to the BI light-up story illustrated in Figure
4. The core BI features are not yet available until the server running Analysis
Services in PowerPivot mode is registered in the Excel Online configuration.
Figure 4 The SQL Server BI Light-Up Story for SharePoint 2016
The remaining deployment steps for the PowerPivot add-in and SharePointintegrated Reporting Services are interchangeable. However, it is strongly
recommended to deploy the PowerPivot components before Reporting Services to
avoid difficulties with the Preview releases. As outlined later in this white paper,
Reporting Services requires the SharePoint server to be assigned the Custom server
role, yet the PowerPivot Configuration Tool cannot deploy its SharePoint solution
packages with this role due to a known issue in SharePoint 2016. Deploying the
PowerPivot components first avoids having to switch server roles back and forth.
Deploying a minimal Self-Service BI Environment

A minimal self-service BI environment is an environment that provides core data
exploration capabilities in Excel Online. In this environment, users can open
workbooks in the browser and interact with the data in PivotTables or PivotCharts,
such as by clicking on a slicer. This corresponds to the first two levels in the SQL
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Server BI Light-Up Story for SharePoint 2016. Advanced capabilities, such as

Scheduled Data Refresh or Workbooks as a Data Source, are not yet available.
Deploying a minimal self-service BI environment involves the following steps:
1. Installing the Database Engine and Analysis Services SharePoint
requires a database engine to host configuration and content databases and
Excel Online requires an Analysis Services instance in PowerPivot mode to
load and query data models. SharePoint 2016 does not require SQL Server
2016 for the database engine, and Excel Online might also work with SQL
Server 2014 Analysis Services in PowerPivot mode, but it is highly
recommended to use the latest SQL Server version.
2. Installing a Single-Server SharePoint 2016 Farm The SharePoint farm
provides the main environment for users to collaborate and share their BI
solutions.
3. Deploying Office Online Server 2016 When a user opens a workbook in
the browser, SharePoint redirects the browser to Office Online Server for
rendering. To the user, it appears as if the workbooks are directly opened in
SharePoint.
4. Configuring Excel Online Server for BI For Excel Online to be able to
stream data models to Analysis Services, at least one SSAS server instance
must be registered in the Excel Online configuration. This SSAS server must
run in PowerPivot deployment mode. If the configuration includes multiple
SSAS servers in PowerPivot mode, Excel Online performs load balancing
automatically.
Step 1: Installing SQL Server Database Engine and Analysis Services in

PowerPivot Mode
Starting with SQL Server 2016, the steps to install Analysis Services in PowerPivot
mode are essentially the same as for Tabular or Multidimensional Mode. There is no
longer a separate PowerPivot deployment path, which helps to provide a more
intuitive setup experience. Among other things, it is now possible to deploy Analysis
Services in PowerPivot mode using the default instance or an arbitrary instance
name. However, due to an issue with the Preview releases, you must provide an
instance name. Do not deploy Analysis Services in PowerPivot mode using the
default instance yet.
The SQL Server 2016 Community Technology Preview (CTP) 3.1 is available for
download in the Microsoft Evaluation Center at http://www.microsoft.com/enus/evalcenter/evaluate-sql-server-2016.
Install .NET Framework 3.5 as a SQL Server Setup Prerequisite:

1. Log on to SQLDB2016 as SQLAdmin and then in Server Manager, click on
Add roles and features.
2. On the Before you begin page, click Next.
3. On the Select Installation type page, accept the default selection for a
Role-based or feature-based installation and click Next.
4. On the Select destination server page, make sure the local computer is
selected, and then click Next.
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5. On the Select server roles page, select Application Server, and then click
Next.
6. On the Select features page, select .NET Framework 3.5 Features in
addition to the default selection, and then click Next.
7. Click Next twice and then click Install.
8. Following the feature installation, click Close and then restart the computer
to complete any pending update operations.
Install SQL Server Database Engine Services and Analysis Services:

1. Log on to SQLDB2016 again as SQLAdmin and start Setup.exe from the SQL
Server 2016 CTP3.1 installation media. Click Yes if a User Account Control
window is displayed.
2. In the SQL Server Installation Center, click Installation in the left-hand
navigation area, and then click New SQL Server stand-alone installation
or add features to an existing installation.
3. On the Product Key page, select an option to indicate whether you are
installing a free edition of SQL Server, or a production version of the product
that has a PID key. For a demo lab, accept the default Specify a free
edition selection Evaluation.
4. On the License Terms page, review the license agreement and, if you agree,
select the I accept the license terms check box, and then click Next.
5. On the Product Updates page, accept the default setting and click Next.
6. On the Install Rule page, verify that the rules are passed. Notice any
warnings, such as for the Windows Firewall rule. Click Next to continue.
7. On the Setup Role page, select SQL Server Feature Installation, and
then click Next.
8. On the Feature Selection page, select Database Engine Services, Analysis
Services, and Management Tools Complete. Take note of the directory
paths, optionally change these paths if necessary, and then click Next.
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9. The Feature Rules window will automatically advance if all rules pass. On
the Instance Configuration page, make sure you select Named instance.
The instance name is required. In prior releases installing Analysis Services in
PowerPivot mode would automatically choose the instance name
POWERPIVOT. This is no longer required. However, due to a known issue with
CTP3.1, default instances are not yet supported. You can specify any valid
instance name. This document suggests using SHAREPOINT as the instance
name and ID. Click Next to continue.
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10.On the Server Configuration page accept the default accounts for SQL
Server services, and click Next.
11.On the Database Engine Configuration page, accept the default settings,
and click on Add Current User to add SQLAdmin to the list of SQL Server
administrators. Then click on Add to add the SPAdmin account as well. Click
Next to continue.
12.On the Analysis Services Configuration page, under Server Mode, make
sure you select PowerPivot Mode. Click on Add Current User to add
SQLAdmin to the list of Analysis Services Server administrators, and then
click Next to continue. The SPAdmin account does not require admin rights in
Analysis Services.
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13.On the Ready to Install page, click Install.

14.The Installation Progress page provides status so that you can monitor
installation progress as Setup continues. If a Computer restart required
dialog box is displayed, click OK, and then on the Complete page, click
Close. Restart the server to complete the SQL Server installation.
Configure Windows Firewall for Database Engine Services:

1. Log on again to SQLDB2016 as SQLAdmin and then in Server Manager,
under the Tools menu, select Windows Firewall with Advanced Security.
2. Select Inbound Rules and then in the right pane click on New Rule.
3. In Rule Type, click Port and then click Next.
4. In Protocol and Ports, select UDP and then under Specific local ports
type 1434. Click Next.
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5. In Action, click Allow the connection and then click Next.

6. In Profile, clear any network locations that do not apply or accept the
defaults and then click Next.
7. In Name, type a descriptive name for this rule (for example, SQL Server
Browser Service (udp-in) 1434), and then click Finish.
8. Make sure Inbound Rules is still selected, and then in the right pane click on
New Rule again.
9. In Rule Type, click Program and then click Next.
10.In Program, select This program path. Click Browse, and navigate to the
instance of SQL Server that you want to access through the firewall, and then
click Open. If you followed the installation instructions in this white
paper, SQL Server is at C:\Program Files\Microsoft SQL
Server\MSSQL13.SHAREPOINT\MSSQL\Binn\Sqlservr.exe. Click Next.
20
11.In Action, click Allow the connection and then click Next.
12.In Profile, clear any network locations that do not apply or accept the
13.In Name, type a descriptive name for this rule (for example, SQL Server
Database Engine for SharePoint (dynamic port-in)), and then click
Finish.
14.On SP2016B2, logged on as SPAdmin, open Windows PowerShell and from the
Windows PowerShell command prompt, run the following script to verify that
the Database Engine is accessible:
# Open a connection to the SQL Server Database Engine
$sqlConnection = New-Object System.Data.SqlClient.SqlConnection
$sqlConnection.ConnectionString =
"Server=SQLDB2016\SHAREPOINT;Database=master;Integrated Security=True"
$sqlConnection.Open()
# Query the master database
$sqlCommand = New-Object System.Data.SqlClient.SqlCommand
$sqlCommand.CommandText = "SELECT name FROM [master].[sys].[databases]"
$sqlCommand.Connection = $sqlConnection
$sqlDataAdapter = New-Object System.Data.SqlClient.SqlDataAdapter
$sqlDataAdapter.SelectCommand = $sqlCommand
$dataSet = New-Object System.Data.DataSet
$sqlDataAdapter.Fill($dataSet)
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# Close the SQL Server connection

$sqlConnection.Close()
# Dump out the results
$dataSet.Tables
Configure Windows Firewall for Analysis Services:

1. Select Inbound Rules again and click on New Rule one more time.
2. In Rule Type, click Port and then click Next.
3. In Protocol and Ports, select TCP and then under Specific local ports
type 2382. Click Next.
22
4. In Action, click Allow the connection and then click Next.

5. In Profile, clear any network locations that do not apply or accept the
6. In Name, type a descriptive name for this rule (for example, SQL Server
Browser Service (tcp-in) 2382), and then click Finish.
7. Make sure Inbound Rules is still selected, and then in the right pane click on
New Rule again.
8. In Rule Type, click Program and then click Next.
9. In Program, select This program path. Click Browse, and navigate to the
instance of Analysis Services that you want to access through the firewall,
and then click Open. If you followed the installation instructions in this white
paper, Analysis Services is at %ProgramFiles%\Microsoft SQL
Server\MSAS13.SHAREPOINT\OLAP\bin\msmdsrv.exe. Click Next.
10.In Action, click Allow the connection and then click Next.
11.In Profile, clear any network locations that do not apply or accept the
defaults, and then click Next.
12.In Name, type a descriptive name for this rule (for example, SQL Server
Analysis Services for SharePoint (dynamic port-in)), and then click
Finish. Note that Analysis Services connectivity will be tested in a later step
as part of the Office Online Server deployment.
Step 2: Installing SharePoint Server 2016 Beta 2

During the SQL Server Database Engine installation, you specified SPAdmin as a SQL
Server administrator so that you can use this account to carry out the deployment
23
of the SharePoint farm. This includes installing prerequisites and SharePoint binaries
as well as the provisioning of configuration and content databases and the
assignment of the Single Server role to the SharePoint server. Having deployed the
initial farm, you must also provision and configure a minimum set of SharePoint
shared services that the BI scenarios depend on.
SharePoint Server 2016 Beta 2 is available for download in the Microsoft Download
Center at http://www.microsoft.com/en-us/download/details.aspx?id=49961.
Install SharePoint Server 2016 Beta 2 Prerequisites:

1. Log on to SP2016B2 as SPAdmin, download SharePoint Server 2016 Beta 2
from the Microsoft download site, and extract the files into an installation
folder, such as C:\SP2016.
2. From the installation folder, run the prerequisiteinstaller.exe and if a User
Account Control window is displayed, click Yes.
3. On the Welcome to the Microsoft SharePoint 2016 Products
Preparation Tool page, click Next.
4. On the License Terms for software products page, review the license
agreement and, if you agree, select the I accept the terms of the License
Agreement(s) check box, and then click Next.
5. On the Your system needs to restart to continue. Press Finish to
restart your system. page, click Finish.
6. After the restart, log on to SP2016B2 again as SPAdmin.
7. Prerequisiteinstaller.exe continues automatically. If a User Account Control
window is displayed, click Yes.
8. On the Installation Complete page, click Finish.
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Install a SharePoint Server 2016 Single Server Farm:

1. Log on to SP2016B2 as SPAdmin, and then start the Setup.cmd command
file from the installation folder, such as C:\SP2016\Setup.cmd.
2. In the SharePoint 2016 Preview splash screen, click on Install
SharePoint Server.
3. If a User Account Control window is displayed, click Yes.
4. On the Enter your Product Key page, enter your product key, and then
click Continue. Note that PowerPivot for SharePoint 2016 requires Office
2016 SharePoint Server Premium Edition.
5. On the Read the Microsoft Software License Terms page, review the
license agreement and, if you agree, select the I accept the terms of this
agreement check box, and then click Continue.
6. On the Choose a file location page, accept the default paths or specify
alternative file locations, and then click Install Now.
7. Following the installation, on the Run Configuration Wizard page, make sure
the Run the SharePoint Products Configuration Wizard now. check box
is selected, and then click Close.
8. On the Welcome to SharePoint Products page, click Next.
9. In the SharePoint Products Configuration Wizard dialog box, informing
you that a number of services will be restarted or reset, click Yes.
10.On the Connect to a server farm page, select Create a new server farm,
and then click Next.
11.On the Specify Configuration Database Settings page, type the name of
the Database Engine instance, such as SQLDB2016\SHAREPOINT, and
under Specify Database Access Account, type the farm account name,
such as ContosoLab\SPFarm, and the corresponding password. Click Next.
25
12.On the Specify Farm Security Settings page, enter and confirm a farm
passphrase, such as P@ssphr0se, and then click Next.
13.On the Specify Server Role page, make sure you select Single-Server
Farm, and then click Next.
26
14.On the Configure SharePoint Central Administration Web Application

page, accept the default settings, and then click Next.
15.On the Completing the SharePoint Products Configuration Wizard
page, review all the settings, and then click Next to start the configuration of
the single-server farm.
16.On the Configuration Successful page, click Finish, and then in the
SharePoint 2016 Preview splash screen, click Exit.
Configure the Single-Server Farm:

1. Logged on to SP2016B2 as SPAdmin, and having just finished the SharePoint
farm setup, the Initial Farm Configuration Wizard is launched in the
browser.
2. On the Help Make SharePoint Better page, select one of the options, and
then click OK.
3. On the Welcome page, click Start the Wizard.
4. On the Service Applications and Services page, under Service Account,
select Use existing managed account, and verify that
Contosolab\SPFarm is selected.
5. Deselect all service applications, except Application Management
Service, Secure Store Service, User Profile Service Application,
Claims to Windows Token Service, Distributed Cache, and Microsoft
SharePoint Foundation Workflow Timer Service. Click Next.
6. On the Create Site Collection page, in the Title textbox, type BI Root
Site, and then click OK.
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7. On the This completes the Farm Configuration Wizard. page, click

Finish.
Add SharePoint Users to the BI Root Site:

1. Logged on to SP2016B2 as SPAdmin, in the browser, go to the BI Root Site,
such as http://sp2016b2/.
2. Click on the settings icon in the top link bar and then click on Site Settings.
3. On the Site Settings page, click on Site permissions.
4. On the Permissions tab, click on Grant Permissions.
5. Under Invite people, type the name of the user you want to add, such as
SPUser and verify that the name is resolved successfully.
6. Click on Show Options and verify that the user is added to the BI Root Site
Members [Edit] group. Click on Share.
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Import user profiles into the SharePoint farm:

1. Logged on to SP2016B2 as SPAdmin, and then on the Desktop, open
SharePoint 2016 Central Administration. If a User Account Control
2. On the Central Administration home page, click on System Settings, and
then click on Manage services on server.
3. On the Services on Server page, verify that the User Profile Service is
Started.
4. In the left navigation pane, click on Application Management, and on the
Application Management page, under Service Applications, click on
Manage service applications.
5. Select the User Profile Service Application and then on the ribbon click on
Manage.
6. On the Manage Profile Service: User Profile Service Application page,
under Synchronization, click on Configure Synchronization Settings.
7. On the Configure Synchronization Settings page, make sure that Use
SharePoint Active Directory Import is selected and click OK.
8. Back on the Manage Profile Service: User Profile Service Application
page, click on Configure Synchronization Connections.
9. Click on Create New Connection and provide the following information:
Parameter
Connection Name
Type
Fully Qualified Domain Name
Authentication Provider Type
Authentication Provider Instance
Account name
Password
Confirm password
Port
Value
Contoso Lab
Active Directory Import
lab.contoso.com
Windows Authentication
N/A
ContosoLab\SPUpsSvc
P@ssw0rd
P@ssw0rd
389
Note that the account you specify for the user profile import must have the
Replicating Directory Changes permission in Active Directory.
10.Click on Populate Containers, and then expand the contosolab node.

11.Select the Users check box, and then click OK.
12.Click on Application Management again, and on the Application
Management page, under Service Applications, click on Manage service
applications, and then select the User Profile Service Application again
and click on Manage one more time to navigate back to the Profile Service
Application page.
13.Click on Start Profile Synchronization, then select Start Full
Synchronization, and then click OK.
14.On the Profile Service Application page, verify that the import was
successful, as indicated by the Number of User Profiles.
29
Step 3: Deploying Office Online Server Preview

As mentioned earlier in this white paper, Office Online Server Preview can't be
installed on a SharePoint server, Active Directory domain controller, SQL server, or
any other computer with existing applications. It is also not supported to install any
other applications on the computer running Office Online Server. Make sure it is a
dedicated deployment. Also make sure you deploy the prerequisites for Office
Online Server, especially the Microsoft Identity Extensions for Office S2S
authentication to work, as outlined in the following sections.
Office Online Server Preview is available for download in the Microsoft Download
Center at http://www.microsoft.com/en-us/download/details.aspx?id=49028.
Install Office Online Server Prerequisites

1. Log on to WAC2016 as SPAdmin, and then in Server Manager, on the
Welcome to Server Manager page, click on Add roles and features.
5. On the Select server roles page, select Application Server and Web
Server (IIS), and then in the Add Roles and Features Wizard dialog box,
30
make sure the Include management tools (if applicable) check box is
selected, click Add Features, and then click Next.
6. On the Select features page, in addition to the default selections, select Ink
and Handwriting Services and Windows Identity Foundation 3.5, and
then click Next.
7. On the Application Server page, note that the installation of Web Server
(IIS) Support is recommended, and then click Next.
8. On the Select role services page, select Web Server (IIS) Support, and
then in the Add Roles and Features Wizard dialog box, make sure the
Include management tools (if applicable) check box is selected, click
Add Features, and then click Next.
9. On the Web Server Role (IIS) page, click Next.
10.On the Select role services page, click Next, and then on the Confirm
installation selections page, click Install.
11.Following the feature installation, click Close and then restart the computer
to complete any pending update operations.
12.Log on to WAC2016 as SPAdmin, and then in Server Manager, click on Add
roles and features again.
13.Click Next three times to reach the Select server roles page.
14.Expand Web Server (IIS), expand Web Server, expand Application
Development, and then select the Server Side Includes check box. Click
Next.
15.On the Select features page, click Next.
16.On the Confirm installation selections page, click Install.
17.Following the feature installation, click Close.
18.Download and then run the installation package for Microsoft Identity
Extensions at http://download.microsoft.com/download/0/1/D/01D06854CA0C-46F1-ADBA-EBF86010DCC6/MicrosoftIdentityExtensions-64.msi.
19.On the Please read the Microsoft Identity Extensions License Terms
page, review the license agreement and, if you agree, select the I accept
the terms of the License Agreement check box, and then click Install. If
a User Account Control window is displayed, click Yes.
20.On the Completed the Microsoft Identity Extensions Setup Wizard
page, click Finish.
21.Download the Update for Universal C Runtime in Windows for your
operating system, such as All supported x64-based versions of
Windows Server 2012 R2, and then run the installer package.
22.In the Windows Update Standalone Installer dialog box, asking you if you
want to install the updated, click Yes.
23.In the Installation complete dialog box, click Close.
Install Office Online Server Preview

1. Logged on to WAC2016 as SPAdmin, run Setup.com from the Office Online
Server installation media. If a User Account Control window is displayed,
click Yes.
2. On the Read the Microsoft Software License Terms page, review the
license agreement and, if you agree, select the I accept the terms of this
agreement check box, and then click Continue.
31
3. On the Choose a file location page, accept the default paths or specify
alternative file locations, and then click Install Now.
4. On the final Office Online Server page, informing that the installation was
successful, click Close.
Create an Office Online Server Farm

1. Logged on to WAC2016 as SPAdmin, right-click on the Windows PowerShell
icon in the taskbar, and then click on Run as Administrator. If a User
2. In Windows PowerShell, run the following command (if you use different
computer names, replace http://WAC2016 accordingly):
New-OfficeWebAppsFarm -InternalURL http://WAC2016.lab.contoso.com `
-AllowHttp -ClipartEnabled `
-TranslationEnabled -EditingEnabled `
-ExcelWorkbookSizeMax 2000 `
AllowHttpSecureStoreConnections `
-Verbose
32
Note that if New-OfficeWebAppsFarm is unavailable, you must run the ImportModule OfficeWebApps command to load the Office Online Server cmdlets.
3. Confirm the message that you should only set EditingEnabled to TRUE if
licenses permit online editing with Y for Yes.
4. It is recommended that you copy & paste the output into a document to keep
a reference of the Office Online Server configuration.
5. Note also that the New-OfficeWebAppsFarm cmdlet creates a new firewall
rule called Microsoft Office Web Apps to open TCP ports 80, 443, and 809
for inbound traffic.
Step 4: Configuring Excel Online for BI

Configuring Excel Online for BI is a three-step process. First, ensure that the Analysis
Services server instance in PowerPivot mode is accessible over the network.
Second, register the server instance in the Excel Online configuration. Third, do not
forget to grant Excel Online permission in Analysis Services to actually be able to
load and query data models. In PowerPivot mode, you can grant this permission by
adding the Excel Online service account to the list of SSAS server administrators.
Remember that Office Online Server only uses the Network Service account, which
corresponds to the computer account of the Office Online server in the Active
Directory domain. Make sure you use the SQL Server 2016 Management Tools.
Previous versions do not support adding computer accounts through the graphical
user interface.
Also do not forget to register Excel Online in SharePoint so that users can open
workbooks in the browser, and enable the Claims to Windows Token Service
(C2WTS) so that Excel Online can resolve SharePoint identities into Windows
identities. This section includes a Windows PowerShell script to register Excel
Online. The SPAdmin user account from which you installed SharePoint Server 2016
is automatically granted the appropriate permissions to run Windows PowerShell
cmdlets. If the user account you are using has not been added to run a Windows
PowerShell cmdlet, you can use the Add-SPShellAdmin cmdlet to add the account.
For additional information, see the Permissions section of the topic Use Windows
PowerShell to administer SharePoint Server 2016 Beta 2, at
https://technet.microsoft.com/EN-US/library/ee806878(v=office.16).aspx#section3.
Test Office Online Server to SSAS connectivity

1. Log on to WAC2016 as SQLAdmin (SQLAdmin is currently the only account
with server administrator rights in Analysis Services), and start Windows
PowerShell.
2. Run the following script to current list of server administrators in Analysis
Services:
# Open a connection to Analysis Services
$ssasConnection = New-Object System.Data.OleDb.OleDbConnection
$ssasConnection.ConnectionString = "Provider=MSOLAP;Data
Source=SQLDB2016\SHAREPOINT"
$ssasConnection.Open()
33
# Retrieve the definition for the global Administrators group in SSAS

$guid = New-Object System.Guid "3444B255-171E-4cb9-AD98-19E57888A75F"
$restrictionList = @($null, $null, $null, $null, $null, $null, $null, "Administrators")
$schemaTable = $ssasConnection.GetOleDbSchemaTable($guid, $restrictionList);
[xml]$admins = $schemaTable.METADATA
# Close the SQL Server connection
$ssasConnection.Close()
# Dump out the members of the Administrators group
$admins.Role.Members.Member
3. Verify that the ContosoLab\SQLAdmin account is returned, which indicates

that Analysis Services can be accessed and queried successfully.
Grant the Office Online Server Network Service Account Administrator Rights
in Analysis Services
1. Log on to SQLDB2016 as SQLAdmin and start SQL Server Management
Studio.
2. Connect to the SQLDB2016\SHAREPOINT instance of Analysis Services, and
then right-click the instance name in Object Explorer and then click
Properties.
3. Click Security in the Select a Page pane, and then click Add.
34
4. In the Select Users or Groups dialog, click Locations, and then select
Entire directory and click OK.
5. Click Object Types, select the Computers check box, and then click OK.
6. In the Enter the object names to select textbox, type the name of the
computer, such as WAC2016, and then click Check Names to verify the
computer account is found.
7. Click OK twice to apply the changes and close the Analysis Server
Properties dialog box.
Connect Office Online Server to Analysis Services in PowerPivot Mode

1. If you are still logged on to WAC2016 as SQLAdmin, log off, and then log on
as SPAdmin.
2. Right-click on the Windows PowerShell icon in the taskbar, and then click on
Run as Administrator. If a User Account Control window is displayed,
click Yes.
3. From the Windows PowerShell command prompt, run the following command:
# Register the Analysis Services server in Office Online Server
New-OfficeWebAppsExcelBIServer ServerId SQLDB2016\SHAREPOINT
35
Note that if New-OfficeWebAppsExcelBIServer is unavailable, you must run

the Import-Module OfficeWebApps command to load the Office Online Server
cmdlets.
Configure and enable Claims to Windows Token Service for Office Online
Server
1. From the Windows PowerShell command prompt, run the following command
to open the configuration file of the Claims to Windows Token Service
(C2WTS) in Notepad.exe:
Notepad "C:\Program Files\Windows Identity Foundation\v3.5\c2wtshost.exe.config"
2. Remove the comment tags () from the NT AUTHORITY\Network
Service line and save the changes.
36
3. From the Windows PowerShell command prompt, run the following commands
to configure the Claims to Windows Token Service for automatic startup and
start the service:
Set-Service -Name C2WTS -startuptype "automatic"
Start-Service -Name C2WTS
Register Office Online Server in the SharePoint Farm

1. Log on to SP2016B2 as SPAdmin, right-click on the SharePoint 2016
Management Shell, and then click Run as administrator. If a User Account
Control window is displayed, click Yes.
2. From a Windows PowerShell command prompt, run the following commands
to update the SharePoint farm properties for Excel Services SOAP API support,
which provides among other things the basis for Analysis Services client
libraries to communicate with Excel Online:
$farm = Get-SPFarm
$farm.Properties.Add("WopiLegacySoapSupport",
"http://WAC2016.lab.contoso.com/x/_vti_bin/ExcelServiceInternal.asmx");
$farm.Update();
3. From a Windows PowerShell command prompt, run the following commands

to register a new WOPI Binding for the Office Online Server and allow
authentication over HTTP connections:
New-SPWOPIBinding -ServerName WAC2016.lab.contoso.com AllowHTTP
Set-SPWOPIZone internal-http
$config = (Get-SPSecurityTokenServiceConfig)
$config.AllowOAuthOverHttp = $true
$config.Update()
4. Close the SharePoint 2016 Management Shell.
37
Verify the Basic Excel Online Configuration for BI

1. Log on to SP2016B2 as SPUser, and then in the browser, visit the BI Root Site
at http://sp2016b2.
2. Open the Documents library and then click on Upload. Upload an Excel
workbook with a PowerPivot data model.
3. Following the upload, click on the workbook to open it in the browser. Note
that the workbook renders in Excel Online.
4. Interact with the data by clicking on a slicer to ensure Excel Online loads the
data model on the Analysis Services instance.
5. Log on to SQLDB2016 as SQLAdmin and start Microsoft SQL Server
Management Studio.
6. In the Connect to Server dialog box, under Server type, select Analysis
Server, und under Server name, type SQLDB2016\SHAREPOINT. Click
Connect.
7. Expand the Databases node and verify that the workbooks data model is
listed.
Complementing Excel Online Capabilities for BI

Even though the basic Excel Online configuration for BI does not yet unlock the
richness of PowerPivot and Reporting Services capabilities, it does represent a
significant milestone because Excel Online is the only service with the ability to load
workbook data models. Any other service application wanting to access such data
models must first ask Excel Online to load them. This step is usually transparent to
the application because the Analysis Services client libraries handle the Excel Online
38
communication, but it implies that Excel Online must be able to communicate with
Analysis Service for any application to consume a workbook data model. Having
loaded a requested data model, Excel Online returns the chosen SSAS server and
data model name to the caller so that the client library can establish a direct SSAS
connection to this model. In PowerPivot mode, establishing a direct connection
requires SSAS server admin rights, so the service accounts of the SharePoint service
applications must be added to the SSAS administrator list.
Step 1: Adding PowerPivot Features to a SharePoint 2016 Farm

The successful verification of the basic Excel Online configuration for BI in the
previous step indicates that the BI environment ready for the deployment of the
PowerPivot add-in. The PowerPivot add-in for SharePoint 2016 is available for
download as part of the SQL Server 2016 CTP3.1 Feature Pack in the Microsoft
Download Center at http://go.microsoft.com/fwlink/?LinkID=716860.
Install the PowerPivot Add-In File on the SharePoint Server

1. Log on to SP2016B2 as SPAdmin and download the PowerPivot for SharePoint
2016 add-in installation package (spPowerPivot16.msi) from the SQL Server
2016 Feature Pack.
2. Run spPowerPivot16.msi and then on the Welcome page, click Next.
3. On the License Agreement page, review the license agreement and, if you
agree, select the I accept the terms in the license agreement check box,
4. On the Feature Selection page, make sure all of the features are selected,
5. On the Ready to Install the Program page, click Install.
6. If a User Account Control window is displayed, click Yes.
7. On the Completing the SQL Server 2016 PowerPivot for SharePoint
installation page, click Finish.
Deploy the PowerPivot Add-In in the SharePoint 2016 Farm

1. Logged on to SP2016B2 as SPAdmin, run the PowerPivot for SharePoint 2016
Configuration tool. If a User Account Control window is displayed, click
Yes.
2. In the PowerPivot Configuration Tool dialog box, select Configure or
Repair PowerPivot for SharePoint, and then click OK.
3. On the Parameters tab, assuming you followed the instructions in this white
paper, provide the following information:
Parameter
Default Account Username
Default Account Password
Database Server
Passphrase
Confirm Passphrase
Value
contosolab\SPFarm
P@ssw0rd
SQLDB2016\SHAREPOINT
P@ssphr0se
P@ssphr0se
4. Click Validate, and then in the Test Validation dialog box informing you
that the validation succeeded for all actions, click OK.
39
5. Click run to start the PowerPivot deployment and farm configuration steps,
and confirm the actions by clicking Yes in the Warning dialog box.
6. In the Task Configuration dialog box, informing you that the selected tasks
completed successfully, click OK.
7. In the PowerPivot Configuration Tool, click Exit.
Grant SharePoint Services access to Analysis Services in PowerPivot Mode

1. Log on to SQLDB2016 as SQLAdmin and start SQL Server Management
Studio.
2. Connect to the SQLDB2016\SHAREPOINT instance of Analysis Services, and
then right-click the instance name in Object Explorer and then click
Properties.
3. Click Security in the Select a Page pane, and then click Add.
4. In the Select Users or Groups dialog, click Locations, and then select
Entire directory and click OK.
5. In the Enter the object names to select textbox, type the name of the
SharePoint farm/services account, such as ContosoLab\SPFarm, and then
click Check Names to verify the account is found.
6. Click OK twice to apply the changes and close the Analysis Server
Properties dialog box.
40
Verify the Availability of PowerPivot Features in a SharePoint Site

1. Logged on to SP2016B2 as SPAdmin, in the browser, visit the BI Root Site at
http://sp2016b2.
2. Click on the cogwheel at the top right corner of your site's home page, and
then click on Site settings.
3. Under Site Collection Administration, click on Site collection features.
4. On the Site Settings Site Collection Features page, make sure that the
PowerPivot Feature Integration for Site Collections is Active.
Note that the PowerPivot Configuration Tool automatically deployed the
PowerPivot Web app solution in the Web application of the http://sp2016b2
site collection and activated the PowerPivot feature. Additional Web
applications and site collections require manual steps to deploy the Web app
solution by using Central Administration and feature activation using the Site
Settings Site Collection Features page.
5. Log on to SP2016B2 as SPUser, and then in the browser, visit the BI Root Site
at http://sp2016b2.
6. Click on Site Contents and then click on add an app.
41
7. On the Site Contents Your Apps page, click on PowerPivot Gallery.

8. In the Adding PowerPivot Gallery dialog box, type a name for the new
repository, such as PowerPivot Gallery, and then click Create.
9. Click on the new link to the Power Pivot Gallery library that appears in the
navigation Quick Launch pane for the current site and upload a sample
workbook by clicking on Files and then on Upload Document.
Note that the PowerPivot Gallery requires Silverlight. If Silverlight is not yet
installed on your computer, click on the Install Microsoft Silverlight link that
the PowerPivot Gallery provides and follow the installation instructions. Note also
that browsers without support for Silverlight, such as Microsoft Edge or Google
Chrome, cannot be used to display the contents of a PowerPivot Gallery.
10.Verify that the PowerPivot Gallery displays the uploaded document. After a
short period of time, refresh the gallery view and verify that the PowerPivot
Gallery displays the individual worksheets as thumbnails.
11.Click on the Refresh Schedule button, which looks like a calendar, at the top
right corner of your PowerPivot Gallery page.
12.On the Manage Data Refresh page, under Data Refresh, select the
Enable check box.
13. Specify the desired Schedule Details and then select the Also refresh as
soon as possible check box.
42
14.Under Credentials, select Connect using the following Windows user

credentials, and then type in the credentials required to access the data
source, such as the SPUser account, and then click OK.
15.After a minute, click on the Refresh Schedule button again. Note that the
Data Refresh History page is displayed with the status of the recent refresh
operation. Verify that the initial data refresh completed successfully.
43
16.Click on Site Contents and then click again on add an app.

17.On the Site Contents Your Apps page, click on Document Library.
18.In the Adding Document Library dialog box, type a name for the new
repository, such as Data Connection Library, and then click Create.
19.Open the new Data Connection Library, and then on the Library tab, click
on Library Settings.
20.Click on Advanced Settings, and then in the Settings Advanced
Settings page, under Allow management of content types?, select Yes.
21.Click OK.
22.On the Data Connection Library : Settings page, under Content Types,
click on Add from existing site content types.
23. Under Available Site Content Types, select BI Semantic Model
Connection, click Add, and then click OK.
24.Click on the Data Connection Library in the left navigation Quick Launch
pane to open the Data Connection Library again.
25.Click New and then click BI Semantic Model Connection.
26.Under File Name, type a descriptive name, such as Olympics Workbook
Connection, and optionally provide a Description.
27.Under Workbook URL or Server Name, type the workbook URL, such as
http://sp2016b2/PowerPivot Gallery/Olympics.xlsx and then click OK.
28.If you are notified that it is not possible to connect to the server or database,
select the Save the link file without connection validation check box,
and then click OK to save the file anyway. The connection test is performed
under the identity of the PowerPivot service application, which does not have
the permissions to load the referenced workbook.
Note that if you have Tabular Analysis Services databases in your environment,
you can also register these databases in the Data Connection Library by using
BISM connection files.
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29.On the workstation with Excel 2016, WKSTA2016, log on as SPUser, and then
in the browser, visit the BI Root Site at http://sp2016b2.
30.Open the Data Connection Library and then click on the ellipsis for the
Olympics Workbook Connection file, click on the ellipsis in the context
menu again to display more options, and then click on Launch Excel.
31.When you are asked to open or save an odc file, click Open.
32.Note that Excel is launched. In the Microsoft Excel Security Notice, click
Enable.
33.In the Data Link Properties dialog box, accept the defaults, and click OK.
34.Verify that Excel automatically adds an empty PivotTable to the worksheet
and displays the PivotTable Fields with the fields from the data model. You
now can query the Data Model that was created and uploaded with the first
Excel workbook. The new workbook does not contain a data model; it is linked
to the first workbook that already exists in SharePoint.
35.Build a new report by selecting appropriate measures and fields. For example,
you could try to recreate a PivotTable from the original workbook.
36.Make sure you also add a slicer for easy interaction with the data. On the
Analyze tab, click on Insert Slicer. In the Insert Slicer dialog box, select
and appropriate field and then click OK.
37.Click on a value in the slicer and notice that data in the PivotTable changes
according to your selection.
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38.Save the workbook with an appropriate name in a document library of your

choice, such as http://sp2016b2/PowerPivot%20Gallery.
39.Close Excel.
40.Open the workbook in the browser and try to interact with the data by
clicking on the slicer. If a Query and Refresh Data dialog box is displayed
asking you if you want to refresh the workbook, click Yes.
41.Note that an External Data Refresh Failed dialog box is displayed
informing you that the PowerPivot Linked Data connection could not be
established. This error occurs because Excel Online cannot yet act on behalf
of the user to retrieve the source workbook, which requires Kerberos
Constrained Delegation to be enabled between Excel Online and SharePoint
servers. Click OK.
Step 2: Enabling Workbooks as a Data Source

Workbooks as a Data Source, also known as consuming a workbooks data model
from another workbook or application similar to an Analysis Services database,
requires some extra configuration steps because Excel Online must access the
source workbook that contains the data model on behalf of the user. In other words,
you must configure KCD. Moreover, due to a known issue in the Analysis Services
46
client libraries that ship with Excel Online Preview, the following section also shows
you how to update the client libraries so that the server uses the latest version of
the Analysis Services OLE DB Provider. The Analysis Services OLE DB Provider
(ENU\x64\SQL_AS_OLEDB.msi) is available for download in the SQL Server 2016 CTP
3.1 Feature Pack at http://go.microsoft.com/fwlink/?LinkID=398150.
Configure SharePoint Authentication for Kerberos

1. Log on to SP2016B2 as SPAdmin, and then on the Desktop, open SharePoint
2016 Central Administration. If a User Account Control window is
displayed, click Yes.
2. Under Application Management, click on Manage web applications.
3. Select the Web application that hosts your site collection, such as
SharePoint 80, and then click on Authentication Providers.
4. In the Authentication Providers dialog box, under Zone, click on Default.
5. On the Authentication Providers page, under Claims Authentication
Types, make sure the check boxes Enable Windows Authentication and
Integrated Windows authentication are selected, and then in the listbox
select Negotiate (Kerberos).
6. Click OK and wait until the Authentication Providers page is closed.
7. Close Central Administration.
Configure Kerberos Constrained Delegation between SharePoint and Office

Online Server
1. On all server machines, log on with an account that has local administrator
permissions, start Windows PowerShell, and then run the following command:
ipconfig /all. In the output, verify that the DNS Suffix Search List contains
the correct DNS domain name for your environment, such as
lab.contoso.com. This is a requirement for Kerberos authentication to work.
Correct any inconsistencies in the DNS properties of your network adapter for
both the IPv6 and IPv4 protocol.
2. Continuing on SP2016B2 only, logged as SPAdmin, switch to Server Manager.
3. Click on Add roles and features.
7. On the Select server roles page, click Next.
8. On the Select features page, expand Remote Server Administration
Tools, expand Role Administration Tools, expand AD DS and AD LDS
Tools, and then select Active Directory Module for Windows
PowerShell.
9. Click Next and then click Install.
10.Following the feature installation, click Close.
11.Right-click the clock in the Taskbar and then click Task Manager.
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12.In Task Manager, click on More Details, and then switch to the Details
tab.
13.In the Name column, select a row for the w3wp.exe, which is the IIS
Worker Process. Note the service identity under User name, such as
SPFarm, which is the service account that the application pool for SharePoint
Web Services uses. Alternatively, you can use SharePoint Central
Administration to determine the service account for the Web Applications that
host your site collections.
14.Open a new Windows PowerShell window and run the following script (replace
computer and service account names if necessary):
# Get the Office Online server account in Active Directory.
$allowedPrincipals = @()
$allowedPrincipals += Get-ADComputer -Identity WAC2016
# Set the delegation property on the application pool identity.
Set-ADUser SPFarm -PrincipalsAllowedToDelegateToAccount $allowedPrincipals
# Set the Service Principal Names for the application pool identity.
SetSPN -S HTTP/SP2016B2 ContosoLab\SPFarm
SetSPN -S HTTP/SP2016B2.lab.contoso.com ContosoLab\SPFarm
# List the principals allowed to delegate
Get-ADUser SPFarm -Properties PrincipalsAllowedToDelegateToAccount
# List the Service Principal Names.
SetSPN -l WAC2016
SetSPN -l ContosoLab\SPFarm
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15.In the script output, make sure that the WAC2016 computer account is listed
under PrincipalsAllowedToDelegateToAccount and that the following
Service Principal Names have been configured:
Account Name
WAC2016
ContosoLab\SPFarm
SPNs
HOST/WAC2016
HOST/WAC2016.lab.contoso.com
HTTP/SP2016B2.lab.contoso.com
HTTP/SP2016B2
Update the Analysis Services OLE DB Provider for Office Online Server
Preview Only
1. Log on to WAC2016 as SPAdmin, and download the latest version of the
Analysis Services OLE DB Provider from the SQL Server 2016 CTP3.1 Feature
Pack (ENU\X64\SQL_AS_OLEDB.msi) and run the installer package. Note that
the provider version must be CTP3.1 or higher.
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2. On the Welcome page, click Next.

3. On the License Agreement page, review the license agreement and, if you
agree, select the I accept the terms in the license agreement radio
button, and then click Next.
4. On the Ready to Install the Program page, click Install. If a User
5. Following the successful installation, click Finish.
6. Copy the following lines into a text file and name it MSOLAP.5.Update.reg.
Windows Registry Editor Version 5.00
[HKEY_CLASSES_ROOT\MSOLAP.5]
@="MSOLAP 13.0 OLE DB Provider"
[HKEY_CLASSES_ROOT\MSOLAP.5\CLSID]
@="{FBE7F3BD-C550-490E-B38C-A8661E420070}"
7. Double-click the MSOLAP.5.Update.reg file and if a User Account Control

8. In the Registry Editor dialog box, informing you that you are about to
change registry settings, click Yes.
9. In the Registry Editor dialog box, informing you that the changes have been
applied successfully, click OK.
Verify Workbooks as a Data Source in Excel Online

1. Back on WKSTA2016, logged on as SPUser, and then in the browser, visit the
BI Root Site at http://sp2016b2.
2. Open the document library, such as http://sp2016b2/PowerPivot
%20Gallery, where you previously saved the workbook, such as
LinkedWorkbook.xlsx, which uses another workbook as a data source by
means of a BISM connection file.
3. Open the workbook in the browser and try to interact with the data by
clicking on a slicer. If a Query and Refresh Data dialog box is displayed
asking you if you want to refresh the workbook, click Yes.
4. Note that you can now interact with the data, which verifies that Workbooks
as a Data Source is functioning.
Step 3: Deploying the Management Dashboard Solution

The deployment of the Management Dashboard workbooks is an optional step as
this solution does not target regular SharePoint users. SharePoint administrators, on
the other hand, will find the Management Dashboard workbooks useful as they
provide valuable information about the utilization of server resources and workbook
data models in the farm.
Enabling the Management Dashboard solution in SharePoint 2016 requires the
configuration of Office S2S authentication so that Excel Online can submit data to
the PowerPivot Usage Processing Service. It also requires updating the Management
Dashboard workbooks to point them to the right data sources prior to uploading
these workbooks to a SharePoint site. Remember that these workbooks contain
farm-wide usage information. In production environments, it would be inadvisable to
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grant regular SharePoint users access to these workbooks, yet these considerations
to not apply to this white papers demo environment.
Configure Office S2S Authentication between Office Online Server and

SharePoint 2016
1. Log on to WAC2016 as SPAdmin, and then in Server Manager, open the
Tools menu and select Internet Information Services (IIS) Manager.
2. In the Connections pane, select the computer object. If an Internet
Information Services (IIS) Manager dialog box is displayed, click No.
3. In the features pane of the server object, double-click on Server
Certificates.
4. In the Actions pane, select Create Self-Signed Certificate.
5. Type a meaningful name under Specify a friendly name for the
certificate, such as Office S2S Authentication Certificate, and make
sure Personal is selected as the certificate store. Click OK.
6. Right-click the Windows icon in the taskbar, click Run, and type certlm.msc
and click OK to open the Manage Computer Certificates tool. If a User
7. Expand the Personal node and then select Certificates.
8. Right-click the newly created certificate, select All Tasks, and click on
Manage Private Keys.
9. Click Add, click Locations, select the local computer, click OK, then type
NETWORK SERVICE, click Check Names, and then click OK to add the
Network Service account to the list of accounts with permissions.
10.Make sure the Network Service account has full permissions to the private
keys and click OK.
11.Right-click the certificate again, and then, under All Tasks, click on Export.
12.On the Welcome to the Certificate Export Wizard page, click Next.
13.On the Export Private Key page, make sure No, do not export the
private key is selected, and then click Next.
14.On the Export File Format page, select Base-64 encoded X509 (.CER),
15.On the File to Export page, type a meaningful name, such as Office S2S
Authentication Certificate, and click Next.
16.On the Completing the Certificate Export Wizard page, under File
Name, notice the path where the certificate will be saved, and then click
Finish.
17.In the Certificate Export Wizard dialog box informing you that the export
was successful, click OK.
18.Right-click the Windows PowerShell icon in the taskbar and then click on Run
as Administrator. If a User Account Control window is displayed, click
Yes.
19.Copy the exported certificate to the SharePoint server, such as by using the
command copy "C:\Windows\System32\Office S2S Authentication
Certificate.cer" \\sp2016b2\c$.
20.Register the self-signed certificate with Office Online Server by using the
following command: Set-OfficeWebAppsFarm -S2ScertificateName
"Office S2S Authentication Certificate" -Force.
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21.Log on to SP2016 as SPAdmin, and then right-click the Windows icon in the
taskbar, click Run, and type certlm.msc and click OK to open the Manage
Computer Certificates tool. If a User Account Control window is displayed,
click Yes.
22.Expand the Trusted Root Certification Authorities node and then select
Certificates.
23.Right-click on Certificates, select All Tasks, and click on Import.
24.On the Welcome to the Certificate Import Wizard page, click Next.
25.On the File to Import page, click on Browse and select the previously
exported certificate, such as C:\Office S2S Authentication
Certificate.cer, and click Next.
26.On the Certificate Store page, under Place all certificates in the
following store, make sure Trusted Root Certification Authorities is
27.On the Completing the Certificate Import Wizard page, click Finish.
28.In the Certificate Import Wizard dialog box informing you that the import
was successful, click OK and then close the Manage Computer Certificates
tool.
29.On the Desktop, right-click the SharePoint 2016 Management Shell and
click Run as administrator. If a User Account Control window is
30.From a Windows PowerShell command prompt, run the following commands
to register the certificate for all the sites under http://sp2016b2 (change the
$SP_SITE_URL and $CERT_PATH parameters as necessary):
$SP_SITE_URL = "http://sp2016b2"
$CERT_PATH = Get-PfxCertificate "C:\Office S2S Authentication Certificate.cer"
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# Register the Excel Online components that authenticate using S2S as trusted token issuers
$wac = New-SPTrustedSecurityTokenIssuer -Name OOS_ECS -Certificate $CERT_PATH
-RegisteredIssuerName 67e3df25-268a-4324-a550-0de1c7f97287@bd2372e4-0a11-495c9541-8377c6def195
$sspm = New-SPTrustedSecurityTokenIssuer -Name OOS_SSPM -Certificate $CERT_PATH
-RegisteredIssuerName 67e3df25-268a-4324-a550-0de1c7f97287@ffab2d74-c6ae-4375-819a8555d49b699a
# Grant full control to the corresponding application identities.
$app_wac = Get-SPAppPrincipal -Site $SP_SITE_URL -NameIdentifier $wac.NameId
$app_sspm = Get-SPAppPrincipal -Site $SP_SITE_URL -NameIdentifier $sspm.NameId
$site=Get-SPSite $SP_SITE_URL
Set-SPAppPrincipalPermission AppPrincipal $app_wac -Site $site.RootWeb -Scope
sitesubscription -Right fullcontrol EnableAppOnlyPolicy
Set-SPAppPrincipalPermission AppPrincipal $app_sspm -Site $site.RootWeb -Scope
sitesubscription -Right fullcontrol EnableAppOnlyPolicy
# Restart IIS, and then wait for SharePoint to come back online.
IISReset
31.Back on WAC2016, logged on as SPAdmin, in the browser, visit the BI Root

Site at http://sp2016b2 to verify that the SharePoint farm is back online and
available. Then right-click the Windows PowerShell icon in the taskbar and
click Run as Administrator. If a User Account Control window is
32.Type IISReset and press Enter to restart Office Online Server.
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33.On WKSTA2016, log on as SPUser, and then in the browser, visit the BI Root
Site at http://sp2016b2.
34.Open a document library, such as http://sp2016b2/PowerPivot
%20Gallery, and then open a workbook in the browser.
35.Interact with the data by clicking on a slicer. If a Query and Refresh Data
dialog box is displayed asking you if you want to refresh the workbook, click
Yes. Explore the data some more to generate activity.
36.Back on SP2016B2, logged on as SPAdmin, open the SharePoint Logs folder in
Windows Explorer (by default C:\Program Files\Common Files\Microsoft
Shared\Web Server Extensions\16\LOGS\). Check that there are subfolders
such as AnalysisServicesConnections and AnalysisServicesLoads, and that
these folders contain one or multiple .usage files.
37.On the Desktop, open SharePoint 2016 Central Administration. If a User
38.In the left pane, click on Monitoring, and then under Timer Jobs, click on
Review job definitions.
39.Scroll through the pages until you find the PowerPivot Health Statistics
Collector Timer Job. Click on this timer job to display the corresponding
Edit Timer Job page. Click Run Now.
40.Log on to SQLDB2016 as SQLAdmin and start SQL Server Management
Studio.
41.Connect to the SQLDB2016\SHAREPOINT instance of the Database Engine,
expand Databases, expand the database of the PowerPivot service
application, which typically starts with
DefaultPowerPivotServiceApplicationDB, expand Tables, and then
right-click on the Usage.Documents table, and click Select Top 1000
Rows.
42.In the Results, verify that you have at least 1 entry corresponding to the
workbook you just interacted with on WKSTA2016.
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Update and Publish the Management Dashboard Workbooks in SharePoint

2016
1. If you are logged on to WKSTA2016 as SPUser, log off, and then log on again
as SPAdmin.
2. Start Internet Explorer and open the Central Administration web site.
3. On the home page, under General Application Settings, click on
PowerPivot Management Dashboard.
4. Click on the workbook link PowerPivot Management Data, and then in the
Open Document dialog box, select Edit, and click OK.
5. If Excel displays a read-only warning, click on Edit Workbook.
6. If Excel displays a security warning, click on Enable Content, and if a
Security Warning dialog box is displayed, click Yes.
7. On the ribbon, click on PowerPivot (if the PowerPivot tab is not displayed,
click on File, Options, Add-ins, and then under Manage select COM Addins and click Go, and then select Microsoft Power Pivot for Excel and
click OK).
8. Click on Manage and then in the PowerPivot for Excel window, click on
Existing Connections (if Existing Connections is not displayed on the
ribbon, then click on Get External Data and then on Existing
Connections).
9. Select the connection called PowerPivotConnectionString and click Edit.
55
10.In the Edit Connection dialog box, under Server name, type the name of
the database instance, such as SQLDB2016\SHAREPOINT.
11.Under Database name, select the database of the PowerPivot service
application, which typically starts with
DefaultPowerPivotServiceApplicationDB
12.Click Save and then Close.
13.Switch to the Date table, and then on the Design ribbon, click on Table
Properties.
14.In the top right corner, under Switch to, select Query Editor, and then
replace the entire Sql statement with the following query: SELECT * FROM
[Usage].[vDate]
15.Click Save, and then on the Home tab, click on the triangle under Refresh,
and then click on Refresh All.
16.Click Close and then close the PowerPivot window.

17.In the Excel client window, click on File and then click on Save As. Save this
workbook in a document library of your choice, such as
http://sp2016b2/Shared Documents, and then close the file Excel.
Note that it is best to save the source workbook for the PowerPivot Management
Dashboard in a protected location because this workbook contains farm-wide
usage data that should not be disclosed to every SharePoint site user. In a lab
56
environment with no special security requirements, it is sufficient to save this

workbook in any standard document library.
18.Switch back to Central Administration, and then on the PowerPivot
Management Dashboard page, click on Server Health. In the Open
Document dialog box, select Edit, and click OK.
19.If Excel displays a read-only warning, click on Edit Workbook.
20.If Excel displays a security warning, click on Enable Content, and if a
21.On the ribbon, switch to the Data tab, and then click on Get External Data,
click on From Other Sources, and then click on From Analysis Services.
22.Under Server name, type the URL to the source workbook you just uploaded
to a document library, such as http://sp2016b2/Shared
Documents/PowerPivot Management Data.xlsx.
23.Click Next and then click Finish, and then in the Import Data dialog box,
select the option Only Create Connection, and click OK.
24.On the Data tab, click on Connections.
25.In the Workbook Connections dialog box, select the connection you just
created (the connection that is not called Data), and click on Properties.
26.Switch to the Definition tab and copy the entire Connection string into the
clipboard.
27.Click Cancel and then with the new connection still selected in the
Workbook Connections dialog box, click Remove to delete this connection.
Click OK to confirm the deletion.
28.Select the Data connection and click on Properties.
29.In the Connection Properties dialog box, switch to the Definition tab and
then replace the entire connection string with the connection string you just
copied into the clipboard.
30.In the Command text box, delete the Sandbox command and type in
Model.
31.Click OK and then click Close.
32.In the Excel client window, click on File and then click on Save As. Save this
workbook in a document library of your choice, such as
http://sp2016b2/PowerPivot Gallery, and then close the Excel file.
33.Switch back to Central Administration, and then on the PowerPivot
Management Dashboard, page click on Workbook Activity. Repeat the
steps you just performed for the Server Health workbook. If you still have
the connection string in the clipboard, you can skip the creation of a
temporary connection to the uploaded source workbook with the PowerPivot
Management Data.
34.Switch back to the browser, open the document library where you uploaded
the source workbook, such as http://sp2016b2/Shared Documents, and
configure a daily refresh schedule as explained earlier in this document in
order to keep the PowerPivot Management Dashboard data updated on a
regular basis.
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Adding Self-Service Reporting

The deployment of SharePoint-integrated Reporting Services adds the remaining
capabilities of the SQL Server BI stack to SharePoint 2016. In the demo
environment, SharePoint users can then create paginated SSRS and Power View
reports based on workbook data models. Subscription delivery of reports through
email and data alerting are not available because the demo environment does not
include email connectivity. Refer to the topic Configure E-mail for a Reporting
Services Service Application at https://msdn.microsoft.com/enus/library/hh231673.aspx if you want to enable this capability after adding a
messaging server to the demo environment.
Step 1: Deploying SSRS in SharePoint integrated mode

While the deployment steps of installing the SSRS binaries and configuring a service
application are very similar to previous SQL Server releases, keep in mind that only
SQL Server 2016 Reporting Services is supported in SharePoint 2016. Remember
also to assign the Custom server role to the SharePoint server where you plan to run
the Reporting Services service application. The deployment succeeds even if you
skip this step, but during the next SharePoint maintenance window, MinRole will
stop the SSRS service because it detects that SSRS in SharePoint-integrated mode
does not indicate support for any of the other SharePoint server roles. The SSRS
service application only supports the Custom role.
58
Apply the Custom Server Role to SharePoint 2016

1. Log on to SP2016B2 as SPAdmin, and then on the Desktop, right-click the
SharePoint 2016 Management Shell and click Run as administrator. If
a User Account Control window is displayed, click Yes.
2. From the Window PowerShell command prompt, run the following command
(make sure you specify the correct name for your SharePoint server):
Set-SPServer SP2016B2 -Role Custom
3. Wait until the server role conversion timer job has successfully applied the
changes. Use the following command to verify the servers assigned role:
Get-SPServer SP2016B2
Install SSRS Add-in and Service in SharePoint-integrated Mode

1. Logged on to SP2016B2 as SPAdmin, start Setup.exe from the SQL Server
2016 CTP3.1 installation media. Click Yes if a User Account Control window
is displayed.
2. In the SQL Server Installation Center, click Installation in the left-hand
navigation area, and then click New SQL Server stand-alone installation
or add features to an existing installation.
3. On the Product Key page, select an option to indicate whether you are
installing a free edition of SQL Server, or a production version of the product
that has a PID key. For a demo lab, accept the default Specify a free
edition selection Evaluation.
4. On the License Terms page, review the license agreement and, if you agree,
select the I accept the license terms check box, and then click Next.
5. On the Product Updates page, accept the default setting and click Next.
6. On the Install Rule page, verify that the rules are passed. Notice any
warnings, such as for the Windows Firewall rule. Click Next to continue.
7. On the Setup Role page, select SQL Server Feature Installation, and
then click Next.
8. On the Feature Selection page, select Reporting Services - SharePoint
and Reporting Services Add-in for SharePoint Products, and then click
Next.
59
9. On the Reporting Services Configuration page, accept the default option

Install only, and click Next.
10.On the Ready to Install page, click Install.
11.The Installation Progress page provides status so that you can monitor
installation progress as Setup continues. On the Complete page, click Close,
and then close SQL Server Installation Center.
Configure an SSRS service application

1. Logged on to SP2016B2 as SPAdmin, on the Desktop, open SharePoint 2016
Central Administration. If a User Account Control window is displayed,
click Yes.
2. On the Central Administration home page, under Application Management,
click on Manage service applications.
3. Click New and select SQL Server Reporting Services Service
Application.
4. On the Create SQL Server Reporting Services Service Application
page, under Name, type a unique name for the service application, such as
Reporting Services Service Application.
5. Under Application Pool, select Use existing application pool, and from
the corresponding list box, select SharePoint Web Services Default.
6. In the Database server textbox, provide the name of your database server
instance, such as SQLDB2016\SHAREPOINT.
7. Under Web Application Association, select the check box SharePoint 80 (http://sp2016b2/).
8. Click OK to create the Reporting Services service application.
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9. On the Create SQL Server Reporting Services Service Application

page, informing you that the service application has been successfully
created, click OK.
Step 2: Verifying SSRS in SharePoint-integrated Mode

In the demo environment, SSRS and Power View can only consume workbook data
models because Tabular or Multidimensional Analysis Services server instances are
not available. In production environments, make sure you also test against these
types of SSAS instances. Adding Tabular or Multidimensional instances to the demo
environment is beyond the scope of this white paper.
Create a standalone Power View Report on top of a BISM connection

1. Log on to WKSTA2016 as SPUser, and then in the browser, visit the BI Root
2. Open the Data Connection Library and then click on the BISM connection
you created earlier.
3. Note that with SSRS in SharePoint-integrated mode installed in the farm, the
BISM connection no longer launches the Excel by default. The installation
changed the default behavior to launch Power View instead.
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4. Create a report, such as by selecting Country/Region under

CountryRegions and Medal Count under Medals.
5. Under CountryRegions drag Continent to the TILE BY field.
6. In the ribbon, click on Column to change the data display and resize the tiles
and chart to cover the full report canvas.
7. Click File and select Save, and then in the Save As dialog box, provide a
meaningful name, and click Save.
8. Close the browser when you are finished creating the report.
Create a standalone Power View Report on top of a workbook

1. Logged on to WKSTA2016 as SPUser, open the browser and visit the BI Root
2. Open the PowerPivot Gallery and then click on the Create Power View
Report button, which is displayed in the top right corner of every workbook
that contains a data model.
3. In the Power View window that opens, create and save another report similar
to the one created in the previous procedure.
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Create a Power View Report embedded in a workbook

1. Logged on to WKSTA2016 as SPUser, open the browser and visit the BI Root
2. Open the PowerPivot Gallery and then open the workbook that contains a
data model.
3. In Excel Online, click on Edit Workbook, and then select Edit in Excel.
4. If Excel displays a read-only warning, click on Edit Workbook.
5. If Excel displays a security warning, click on Enable Content, and if a
6. Click on File, select Options, and then select Add-ins.
7. Under Manage, select COM Add-ins and click Go.
8. In the COM Add-ins dialog box, select Microsoft Power View for Excel
and click OK.
9. Switch to the Data tab, click Existing Connections (click on Get External
Data if this option is not immediately displayed), switch to the Tables tab,
and then select the data model under This Workbook Data Model, and
click Open.
10.In the Import Data dialog box, select Power View Report, and click OK.
11.Create a Power View Report similar to the reports in the previous sections.
The steps in the Power View user interface are essentially identical. The
difference is that the report is stored directly in the workbook.
12.Save your changes and close Excel.
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13.Open the workbook in the browser. Note that the Power View report is
displayed within the Excel Online rendering context.
Conclusion
Deploying the full SQL Server BI stack for SharePoint 2016 is a significant
undertaking, best tackled in multiple stages using a structured approach. Following
the installation of the necessary Windows and AD DS infrastructure, the first stage
revolves around establishing a basic BI environment without advanced PowerPivot
or SSRS/Power View capabilities. It is imperative to configure SharePoint Server,
Office Online Server, and Analysis Services correctly so that users can open
workbooks in the browser and Excel Online can load and query data models as
users interact with the workbook data.
Having established that the basic BI environment works reliably, additional BI
capabilities can be added. A good next step is to deploy the PowerPivot add-in for
SharePoint 2016. PowerPivot adds important features, such as the PowerPivot
Gallery, Scheduled Data Refresh, and Workbooks as a Data Source. The add-in also
adds support for BISM connection files to the SharePoint farm and gives SharePoint
administrators the option to deploy the PowerPivot Management Dashboard
solution.
64
A fully BI-enabled SharePoint 2016 farm also includes SharePoint-integrated

Reporting Services so that users can create and share SSRS and Power View reports
based on workbook data models as well as Tabular or Multidimensional databases.
SharePoint-integrated Reporting Services also adds subscription delivery of reports
through email and data alerting to the SharePoint 2016 environment.
While the PowerPivot and Power View feature set is largely the same as in previous
releases, there are important improvements and enhancements in SharePoint
Server 2016, Office Online Server, and in the SQL Server 2016 BI stack, namely in
the areas of usability, performance, reliability, and security. Excel Online now
supports workbook editing and BI scenarios in a unified deployment, Scheduled
Data Refresh support for Excel workbooks that utilize Power Query connections is
going to be available with the final releases, and workbook data models load faster
and client queries return quicker than with previous releases thanks to the
performance optimizations in SQL Server 2016 Analysis Services. SQL Server 2016
Reporting Services, to complete the list, also offers noteworthy improvements with
new chart types, HTML5 rendering of paginated reports, cross-browser printing,
export to Microsoft PowerPivot, and a new Report Builder. In short, there are many
good reasons to deploy or upgrade to SharePoint Server 2016, Office Online Server,
and the SQL Server 2016 BI stack.
See Also
SQL Server Web site http://www.microsoft.com/sqlserver/

SQL Server TechCenter http://technet.microsoft.com/en-us/sqlserver/
SQL Server DevCenter http://msdn.microsoft.com/en-us/sqlserver/
AD DS Deployment Cmdlets in Windows PowerShell

https://technet.microsoft.com/en-us/library/hh974720(v=wps.630).aspx
Install SQL Server 2016 from the Installation Wizard (Setup)
https://msdn.microsoft.com/en-us/library/ms143219.aspx
Configure the Windows Firewall to Allow SQL Server Access
https://msdn.microsoft.com/en-us/library/cc646023.aspx
Whats new in SharePoint Server 2016 Installation and Deployment
http://blogs.technet.com/b/wbaer/archive/2015/05/12/what-s-new-insharepoint-server-2016-installation-and-deployment.aspx
Deploy Office Online Server Preview https://technet.microsoft.com/enus/library/jj219455(v=office.16).aspx
Configure server-to-server authentication between Office Online Server
Preview and SharePoint Server 2016 Beta 2 https://technet.microsoft.com/ENUS/library/mt346470(v=office.16).aspx
65
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PowerPivot and Power View in

Writer: Kay Unkroth

Register Office Online Server in the SharePoint Farm.........................................35

Understanding the SQL BI Architecture for SharePoint 2016

Figure 1 Server Deployments required for a BI-enabled SharePoint 2016 farm

Important Excel Online Dependencies and Restrictions

No workbook access for SharePoint managed accounts

BI System Architecture for SharePoint 2016

Analysis Services Client Libraries Enable service applications to load

Setting up a Demo Infrastructure

Step 1: Defining the VMs and their Roles

Deploy an AD DS Forest and DNS Zone

This script deploys AD DS with a Fully Qualified Domain Name (FQDN) of

Create System, Administrator, and User Accounts

synchronize profile information with Active Directory. This

After rebooting AD2012R2 and logging on as domain administrator, run the

Step 3: Defining the Overall BI Deployment Sequence

Figure 4 The SQL Server BI Light-Up Story for SharePoint 2016

Deploying a minimal Self-Service BI Environment

Server BI Light-Up Story for SharePoint 2016. Advanced capabilities, such as

Step 1: Installing SQL Server Database Engine and Analysis Services in

Install .NET Framework 3.5 as a SQL Server Setup Prerequisite:

Install SQL Server Database Engine Services and Analysis Services:

13.On the Ready to Install page, click Install.

Configure Windows Firewall for Database Engine Services:

5. In Action, click Allow the connection and then click Next.

# Close the SQL Server connection

Configure Windows Firewall for Analysis Services:

4. In Action, click Allow the connection and then click Next.

Step 2: Installing SharePoint Server 2016 Beta 2

Install SharePoint Server 2016 Beta 2 Prerequisites:

Install a SharePoint Server 2016 Single Server Farm:

14.On the Configure SharePoint Central Administration Web Application

Configure the Single-Server Farm:

7. On the This completes the Farm Configuration Wizard. page, click

Add SharePoint Users to the BI Root Site:

Import user profiles into the SharePoint farm:

10.Click on Populate Containers, and then expand the contosolab node.

Step 3: Deploying Office Online Server Preview

Install Office Online Server Prerequisites

Install Office Online Server Preview

Create an Office Online Server Farm

Step 4: Configuring Excel Online for BI

Test Office Online Server to SSAS connectivity

# Retrieve the definition for the global Administrators group in SSAS

3. Verify that the ContosoLab\SQLAdmin account is returned, which indicates

Connect Office Online Server to Analysis Services in PowerPivot Mode

Note that if New-OfficeWebAppsExcelBIServer is unavailable, you must run

Register Office Online Server in the SharePoint Farm

3. From a Windows PowerShell command prompt, run the following commands

4. Close the SharePoint 2016 Management Shell.

Verify the Basic Excel Online Configuration for BI

Complementing Excel Online Capabilities for BI

Step 1: Adding PowerPivot Features to a SharePoint 2016 Farm

Install the PowerPivot Add-In File on the SharePoint Server

Deploy the PowerPivot Add-In in the SharePoint 2016 Farm

Grant SharePoint Services access to Analysis Services in PowerPivot Mode

Verify the Availability of PowerPivot Features in a SharePoint Site

7. On the Site Contents Your Apps page, click on PowerPivot Gallery.