Export (0) Print
Expand All

Configure the Enterprise Editions of SharePoint Server 2010 or Office SharePoint Server 2007 for Dashboard Compatibility

Before you can use the Enterprise edition of either Microsoft Office SharePoint Server 2007 or Microsoft SharePoint Server 2010, you must configure it to work with your deployment of Team Foundation Server. If you do not configure the settings that this topic describes, the reports and dashboards in team project portals might not have all the functionality that you expect or might not function correctly.

Required Permissions

To perform this procedure, you must be a member of the Administrators security group on the server that is running Team Foundation Server. You must also be a member of the Farm Administrators group in SharePoint Products.

To manually configure the Enterprise edition of SharePoint Server 2010 for compatibility with Team Foundation Server, you must perform the procedures in this section.

Team Foundation Server requires certain services to run in SharePoint Server 2010 for reports and dashboards to appear correctly in team project portals.

To configure services in SharePoint Server 2010

  1. On the server that is running SharePoint Server 2010, open SharePoint Central Administration, and then choose Configuration Wizards.

  2. Choose Start the Wizard.

  3. Make sure that the Excel Services Application and Secure Store Service check boxes have been selected, and then choose Next.

For reports to operate correctly, you must also configure the web application that you created for Team Foundation Server to use a trusted file location for Excel Services.

To add a trusted file location

  1. In SharePoint Central Administration, under Application Management, choose Manage service applications.

  2. On the Manage Service Applications page, choose Excel Services Application.

  3. On the Manage Excel Services Application page, choose Trusted File Locations.

  4. Choose Add Trusted File Location.

  5. In Address, enter the URL of the root site of the web application that you will use with Team Foundation Server.

    You should specify the web application that you created for Team Foundation Server.

  6. In Location Type, choose Microsoft SharePoint Foundation.

  7. In Trust Children, select the Children trusted check box.

  8. In the External Data section, under Allow External Data, choose Trusted data connection libraries and embedded.

  9. (Optional) Clear the Refresh warning enabled check box.

  10. In Maximum Concurrent Queries Per Session, change the number to 20, and then choose OK.

In SharePoint Server 2010, the secure store service replaces the single sign-on service in Microsoft Office SharePoint Server 2007. To configure the secure store service, you must create a target application for the secure store. In Microsoft Office SharePoint Server 2007, this application was called an enterprise application definition.

To configure the secure store service

  1. In SharePoint Central Administration, under Application Management, choose Manage service applications.

  2. On the Manage Service Applications page, choose Secure Store Service.

  3. Choose New to create a secure store target application for Team Foundation Server.

    TipTip

    If you have not created a key, SharePoint Products prompts you to create one by choosing Generate New Key. Without a key, you cannot create a target application for the secure store.

  4. On the Create New Secure Store Target Application page, in Target Application ID and Display Name, enter TFS.

    TipTip

    You do not have to use TFS for Target Application ID or Display Name, but take note of whatever you use here, because you will need it to configure Team Foundation Server later.

  5. In Contact E-mail, enter the e-mail address of the person or group you want email messages about this application to be sent to.

  6. In the Target Application Type list, choose Group.

  7. In Target Application Page URL, choose None, and then choose Next.

  8. In Specify the credential fields for your Secure Store Target Application, choose Next to accept the default settings for the credential fields.

  9. In Specify the membership settings, enter the administrative account for the application in Target Application Administrators.

  10. In Members, enter the global security group from the domain that contains all the users to whom you want to grant access to dashboards and reports in Team Foundation Server, and then choose OK.

  11. On the Secure Store Service Application page, select the check box for the target application that you just created (named TFS if you used the naming guidance that was provided earlier in this topic), and then choose Set Credentials in the ribbon.

  12. In the Set Credentials for Secure Store Target Application (Group) dialog box, enter the name and password, confirm the password of the report reader account for Team Foundation Server, and then choose OK.

    TipTip

    TFSReports is the placeholder name of the report reader account.

To manually configure the Enterprise edition of Microsoft Office SharePoint Server 2007 for compatibility with Team Foundation Server, you must perform the procedures in this section.

Team Foundation Server requires certain services to run in Microsoft Office SharePoint Server 2007 for reports and dashboards to appear correctly in team project portals.

To configure services in Office SharePoint Server 2007

  1. On the server that is running Microsoft Office SharePoint Server 2007, open SharePoint Central Administration.

  2. Choose the Operations tab, and under Topology and Services, choose Services on server.

  3. In Select server role to display services you will need to start in the table below, choose Single Server or Web Server for small server farms or Web server for medium server farms.

    NoteNote

    For this procedure, both options are equally valid. The services are the same for both options.

  4. In Start services in the table below, find Excel Calculation Services, choose Start, and then wait for the operation to complete.

  5. In Start services in the table below, find Office SharePoint Server Search, and then choose Start.

    The Configure Office SharePoint Server Search Service Settings page opens.

  6. In Query and Indexing, select the Use this server for indexing content and Use this server for serving search queries check boxes.

  7. In Contact E-mail Address, enter the address of an email account to which external users should send mail about problems with this server.

  8. In Farm Search Service Account, enter the user name and password of a domain account to use as the search service account for Office SharePoint Server.

  9. Leave the rest of the settings in their default configurations, choose Start, and then wait for the operation to complete.

    NoteNote

    The search service account that you specify for Office SharePoint Server requires special permissions and has security implications. For this account, you should not specify the service account that you use for SharePoint Products or a system account, such as Network Services. For more information, see the following page on the Microsoft website: Service Accounts and Dependencies in Team Foundation Server

  10. In Start services in the table below, find Windows SharePoint Services Search, and then choose Start.

    The Configure Windows SharePoint Services Search Service Settings page opens.

  11. In Service Account, enter the user name and password of a domain account to use as the service account.

  12. In Content Access Account, enter the user name and password of an account to use as the read-only access account.

  13. Leave the rest of the settings in their default configurations, choose Start, and then wait for the operation to complete.

    NoteNote

    The accounts that you specify for the service account and the content access account both require special permissions and have security implications. For more information, see the following page on the Microsoft website: Service Accounts and Dependencies in Team Foundation Server.

After you enable the services that Team Foundation Server requires, you must create a shared service provider (SSP) for use with Team Foundation Server. You will also create a SharePoint web application to support this SSP.

To create a shared service provider and the web application that it will use

  1. Choose Home to display the main page for Central Administration, and then choose Shared Services Administration.

  2. On the Manage this Farm's Shared Services page, choose New SSP.

    The New Shared Services Provider page appears.

  3. In SSP Name, either enter a name for the new SSP, or accept the default name.

    By default, the name is SharedServices followed immediately by a number (for example, SharedServices1).

  4. Choose Create a new Web application.

    The Create New Web Application page appears.

  5. In IIS Web site, choose Create a new IIS Web site.

  6. (Optional) In Description, change the value from the default value, SharePoint, to the name that you provided in the previous step (for example, SharedServices1).

    Important noteImportant

    Do not change the port number or remove the port number reference from the description.

  7. In Security Configuration, choose NTLM, and then choose Create a new application pool.

  8. In Application Pool, configure the following options:

    • In Application pool name, ensure that the name matches the name in Description.

    • In the Select a security account for this application pool section, choose Configurable, and then enter the user name and password of the service account for SharePoint Products.

  9. Leave the rest of the settings in their default configurations, and then choose OK.

    After the web application is created, the New Shared Services Provider page appears with an error message in the title bar. This behavior is expected.

  10. In SSP Name, in Web Application, verify that the name of the web application that you just created for the SSP appears, and do not modify the values of any settings in this section.

  11. In My Site Location, under My Site Location URL, in Relative URL, enter a relative URL if a site already exists at /.

    This URL is required only if a site already exists at /. Users typically specify /My, but you can specify any name that does not use prohibited characters. For more information, see the following page on the Microsoft website: Naming Restrictions in Team Foundation.

  12. In Enter the SSP Service Credentials, enter the user name and password of a domain account that you want to use as the account for the service credentials.

    NoteNote

    You must specify a domain user account, but it doesn't have to be a member of any particular security group. Specify a unique user account that doesn't have administrative permissions. Do not use the service account for Team Foundation (TFSService) or the data reader account (TFSReports) because they both require permissions that this account should not have. For more information, see the following page on the Microsoft website: Service Accounts and Dependencies in Team Foundation Server.

  13. Leave the rest of the settings in their default configurations, choose OK, and then wait for the operation to complete.

    NoteNote

    If a warning message appears about hosting the administration site for SSP and the root site on the same server, choose OK.

  14. On the Success page, choose OK.

To configure single sign-on, you must create an enterprise application definition. During the following procedure, you might need to log on with two sets of credentials. To successfully complete this procedure, the account with which you log on to the server that is running Microsoft Office SharePoint Server 2007 must be:

  • A domain user account, not a group account.

  • A member of the Farm Administrators group.

  • A member of the local Administrators group on the encryption-key server.

  • A member of the securityadmin and db_creator roles on the instance of SQL Server that will host the single sign-on database.

  • Either the same account that is used as the Single Sign-On Administrator Account or a member of the group account that is used as the Single Sign-On Administrator Account.

To configure single sign-on

  1. In SharePoint Central Administration, choose the Operations tab.

  2. Under Security Configuration, choose Service accounts.

  3. On the Service Accounts page, in the Credential Management section, choose Windows service, and then choose Single Sign-on Service from the list of services.

  4. In the Select an account for this component section, choose Configurable.

  5. Enter the user name and password of an account that you have configured to use as the sign-on account, and then choose OK.

    NoteNote

    The service account that you specify requires special permissions and has security implications. The account must have the permissions that are required to log on interactively on this server and must be a member of the Administrators group on the single sign-on server. For this account, you should not specify the service account that you use for SharePoint Products or a system account, such as Network Services. For more information, see the following pages on the Microsoft website: Service Accounts and Dependencies in Team Foundation Server, Plan for administrative and service accounts, Single Sign-On Service, and Start the Single Sign-On Service.

  6. Choose Start, Administrative Tools, Services.

  7. In Services, open the shortcut menu for Microsoft Single Sign-On Service, and then choose Properties.

  8. On the General tab, in Startup type, choose Automatic, choose Start, and then choose OK.

  9. In SharePoint Central Administration, choose the Operations tab.

  10. Under Security Configuration, choose Manage settings for single sign-on.

    NoteNote

    To open this page, you might need to log on with the account and credentials that you configured in the previous step. In that case, you should switch users or start another session and log on to the server with that account. You should not log off your current user session. As an alternative, you can try the Sign In as a Different User function in SharePoint Central Administration, but that function might not work for this operation. To try to use this function, choose Welcome UserName at the top of the window, choose Sign In As A Different User, and then sign in with that account.

  11. On the Manage Settings For Single Sign-On page, choose Manage server settings.

    The Manage Server Settings for Single Sign-On page appears.

  12. In Single Sign-on Administrator Account, enter the user name and password of an account that you have configured to use as the sign-on account.

    NoteNote

    The service account that you specify requires special permissions and has security implications. The account must have the permissions that are required to log on interactively on this server and must be a member of the Administrators group on the single sign-on server. For this account, you should not specify the service account that you use for SharePoint Products or a system account, such as Network Services. For more information, see the following pages on the Microsoft website: Service Accounts and Dependencies in Team Foundation Server, Plan for administrative and service accounts, Single Sign-On Service, and Start the Single Sign-On Service.

  13. In Enterprise Application Definition Administrator Account, enter the user name of the person or group of people whom you want to assign as the manager or managers of enterprise application definitions on this server.

    You should consider creating and using a group that you will use for all members of the Team Foundation Administrators group.

  14. Leave the rest of the settings in their default configurations, and then choose OK.

  15. On the Manage Settings For Single Sign-On page, choose Manage encryption key.

  16. On the Manage Encryption Key page, choose Create Encryption Key.

  17. On the Create Encryption Key page, choose OK.

    Important noteImportant

    Make sure that you back up the encryption key to a secure location.

  18. Return to the Manage Settings For Single Sign-On page.

    NoteNote

    If you signed into SharePoint Central Administration with a different user account to change the settings for single sign-on, you should change back to a session that you are running with your own account. After you make this change, the top two options disappear from the Manage settings for Single Sign-On page.

  19. Choose Manage settings for the enterprise application definitions.

  20. On the Manage Settings for the Enterprise Application Definitions page, choose New Item.

    The Create an Enterprise Application Definition page appears.

  21. (Optional) In Application and Contact Information, in both Display name and Application name, enter TFS.

    This step is not required, but it can be useful for convenience in later identification.

  22. In E-mail address, enter the email address of the person or group to whom you want to email messages about this application to be sent.

  23. In Account type, choose Group.

  24. In Authentication type, choose Windows Authentication, and then choose OK.

  25. Return to the Manage Settings For Single Sign-On page, and then choose Manage account information for enterprise application definitions.

    The Manage Account Information for Enterprise Application Definitions page appears.

  26. In the Account information section, in the Enterprise account definition list, choose the name of the enterprise account definition that you created to support Team Foundation Server.

    If you followed the suggested naming convention, the name will be TFS.

  27. In Group account name, enter the name of a global security group in the domain that contains all the users to whom you want to grant access to dashboards and reports in Team Foundation Server, and then choose Set.

  28. In Provide Server Account Information, enter the name and password for the report reader account (referred to with the placeholder TFSReports), and then choose OK.

  29. On the Manage Account Information for Enterprise Application Definitions page, choose Done.

For reports to operate correctly, you must also configure the web application that you created for Team Foundation Server to use a trusted file location for Excel Services.

To add a trusted file location

  1. In SharePoint Central Administration, choose Home to return to the home page for SharePoint Central Administration.

  2. Under Shared Services Administration, choose the name of the shared service provider that you created.

    If you followed the suggested naming convention, this application will be called SharedServices1.

    The home page for administering the web application opens.

  3. Under Excel Services Settings, choose Trusted file locations.

  4. On the Trusted File Locations page, choose Add trusted file location.

    The Excel Services Add Trusted File Location page appears.

  5. In Address, enter the URL of the root site of the web application that you will use with Team Foundation Server.

    You should specify the web application that you created in the Create a Web Application section.

  6. In Location Type, choose Windows SharePoint Services.

  7. In Trust Children, select the Children trusted check box.

  8. In the External Data section, under Allow External Data, choose Trusted data connection libraries and embedded.

  9. (Optional) Clear the Refresh Warning Enabled check box.

  10. In Maximum Concurrent Queries Per Session, change the number to 20, make sure that the Refresh warning enabled check box is cleared, and then choose OK.

After you configure all the settings and services that Team Foundation Server requires, you must configure the access model for the web application for single sign-on for delegation. If you do not configure the access model, Team Foundation Server and the web application cannot interoperate.

To set the access model

  1. On the server that is running SharePoint Central Administration, open a Command Prompt window.

  2. Change directories to %programfiles%\Common Files\Microsoft Shared\Web Server Extensions\12\bin, and enter the following command:

    stsadm -o set-ecssecurity -ssp SharedServiceProviderName -accessmodel delegation

    SharedServiceWebApplicationName is the name of the shared service provider that you created. If you followed the suggested naming convention, this name of that provider is SharedServices1.

  3. At the command prompt, enter iisreset to restart IIS.

Show:
© 2014 Microsoft