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PerformancePoint 2007: Installing Planning Server : Page 6

Building more intelligent dashboards for businesses is a great idea; however, getting the software installed can be a showstopper. Find out how to install Planning Server, one of several installations required to get PerformancePoint working.

Installing Planning Business Modeler
I start installing the Planning Business Modeler.
Figure 23. Planning Business Modeler Setup: Accepting the default installation path leads to a quick installation.
  1. Click on Planning Business Modeler.
  2. Accept the license terms. Click Next.
  3. Accept the default installation path. Click Next.
  4. Click Install to start the installation. This completes in a few minutes (see Figure 23). Click Finish.
Installing the Excel Add-In
The only piece left is to install the PerformancePoint Add-in for Excel, but since I don't have Excel on the SQL Server, I'll install this on my MOSS Server (ABCMOSS02) which has the Office 2007 applications installed.

Figure 24. Installing the PerformancePoint add-in for Excel: A prerequisites check takes place on the server or system where the add-in is installed.
  1. From ABCMOSS02 I map to the ISO, and re-launch the installation program. I then click on "Install PerformancePoint Add-in for Excel," it reviews the prerequisites, and tells me I need ADOMD.NET 9.0. The display provides a link where I can get the ADOMD.NET install (see Figure 24). My MOSS Server apparently meets the other criteria for the Excel Add-in.
  1. I visit the ADOMD.NET install link and download the application, and then install it by following the prompts. I get a message that I have an older version of the application installed, so I agree to upgrade it.
  2. After the ADOMD.NET install completes, I get to a "Directory Selection" screen. I accept the default location and click Next.
  3. On the next screen I click on "Install" to start the installation.
  4. This completes in 30 seconds or so, and I click Finish to complete.
  5. Out of curiosity, I open Excel 2007, and find I now have a "PerformancePoint" tab as shown in Figure 25.
Figure 25. Excel 2007 After PerformancePoint add-in for Excel installation: Note the new PerformancePoint tab in this figure.
Figure 26. Testing the Connect Button for the Excel 2007 Add-in: Testing the connection verifies that the system with Excel 2007 and the add-in can connect properly.

  1. I then click the Connect button on the ribbon, as it is one of the few active buttons, and enter the url of the PerformancePoint System, as shown in Figure 26. I get a "Successfully connect" message, and click OK.
  2. I click OK again to close the window, and another connection window pops up (see Figure 27). Once that completes, I have additional tools available on the ribbon, and a new task pane, as shown in Figure 28.
    Figure 27. Testing the Connect button for the Excel 2007 Add-in: When you press Connect, this dialog provides additional connection details.
    Figure 28. 2007 After Installing PerformancePoint Add-In for Excel: After connecting to the Planning Server, you'll find additional tools available in Excel by clicking the new PerformancePoint tab.

  4. Because I'm still in installation mode, and need to continue with the Monitoring Server, I won't spend more time with the tools at this point, but I will come back to it after the installation is complete.
That completes the first portion of the install. As more and more organizations come to see Microsoft as a legitimate player in the BI arena, IT departments will be asked to provide prototype and testing environments with PerformancePoint installed. The next article in this series will cover installing the Monitoring Server, and after that I'll tackle the Analytics Server (still currently branded as the ProClarity Server). I hope this article will help give you the confidence to move forward with the install process. At the very least, it should give you a decent checklist of the steps that take place during the PerformancePoint Planning Server installation process.

Colin Spence is an MCP and a Partner at Convergent Computing, performing as Senior Consultant, Project Manager and Technical Writer for the organization. He focuses on the design, implementation, and support of Microsoft-based technology solutions, and currently concentrates on Microsoft SharePoint. He has over 17 years of experience providing a wide range of IT-related services to every type of organization. He is a co-author of the best-selling books "Microsoft SharePoint 2007 Unleashed" and �Microsoft SharePoint 2003 Unleashed,� as well as �Sams Teach Yourself Microsoft SharePoint 2003 in 10 Minutes.� He has contributed to numerous other titles on Microsoft technologies including the upcoming release "Windows Server 2008 Unleashed" and regularly presents and blogs on Microsoft Technologies.
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