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How to: Configure Settings for Dashboard Compatibility

Updated: June 2011

To use the Enterprise edition of Microsoft Office SharePoint Server 2007 or Microsoft SharePoint Server 2010, you must configure it to work with your deployment of Visual Studio 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.

TipTip

After the release of Team Foundation Server 2010, Microsoft created a tool to automatically configure Microsoft Office SharePoint Server 2007 or SharePoint Server 2010 for use with that version of Team Foundation Server. This tool includes its own documentation that describes how to run the tool and its limitations. If you use this tool, you do not have to complete any of the procedures in this topic. To obtain this tool, see the following page on the Microsoft website: Microsoft Team Foundation Server 2010 MOSS Configuration Tool.

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.

Configure Required Services in SharePoint Server 2010

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 click Configuration Wizards.

  2. Click Start the Wizard.

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

Configure Excel Services

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, click Manage service applications.

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

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

  4. Click Add Trusted File Location.

  5. In Address, type 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, click Microsoft SharePoint Foundation.

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

  8. In the External Data section, under Allow External Data, click 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 click OK.

Configure Secure Store Service (optional)

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, click Manage service applications.

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

  3. Click 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 clicking 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, type 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, type the e-mail address of the person or group to whom you want email messages about this application to be sent.

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

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

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

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

  10. In Members, type 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 click 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 click Set Credentials in the ribbon.

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

Configure Required Services in Office SharePoint Server 2007

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. Click the Operations tab, and under Topology and Services, click Services on server.

  3. In Select server role to display services you will need to start in the table below, click 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, click Start, and then wait for the operation to complete.

  5. In Start services in the table below, find Office SharePoint Server Search, and then click 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, type the address of an e-mail account to which external users should send mail about problems with this server.

  8. In Farm Search Service Account, type 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, click 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 click Start.

    The Configure Windows SharePoint Services Search Service Settings page opens.

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

  12. In Content Access Account, type 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, click 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.

Create a Shared Service Provider for Use with 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. Click Home to display the main page for Central Administration, and then click Shared Services Administration.

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

    The New Shared Services Provider page appears.

  3. In SSP Name, either type 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. Click Create a new Web application.

    The Create New Web Application page appears.

  5. In IIS Web site, click 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, click NTLM, and then click 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, click Configurable, and then type 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 click 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, type 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, type 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 does not have to be a member of any particular security group. Specify a unique user account that does not 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, click 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, click OK.

  14. On the Success page, click OK.

Configure Single Sign-On

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 meet the following requirements:

  • The account must be a domain user account, not a group account.

  • The account must be a member of the Farm Administrators group.

  • The account must be a member of the local Administrators group on the encryption-key server.

  • The account must be a member of the securityadmin and db_creator roles on the instance of SQL Server that will host the single sign-on database.

  • The account must be 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, click the Operations tab.

  2. Under Security Configuration, click Service accounts.

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

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

  5. Type the user name and password of an account that you have configured to use as the sign-on account, and then click 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. Click Start, click Administrative Tools, and then click Services.

  7. In Services, right-click Microsoft Single Sign-On Service, and then click Properties.

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

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

  10. Under Security Configuration, click 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, click Welcome UserName at the top of the window, click Sign In As A Different User, and then sign in with that account.

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

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

  12. In Single Sign-on Administrator Account, type 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, type 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 click OK.

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

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

  17. On the Create Encryption Key page, click 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. Click Manage settings for the enterprise application definitions.

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

    The Create an Enterprise Application Definition page appears.

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

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

  22. In E-mail address, type 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, click Group.

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

  25. Return to the Manage Settings For Single Sign-On page, and then click 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, click 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, type 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 click Set.

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

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

Add a Trusted File Location for Excel Services

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, click Home to return to the home page for SharePoint Central Administration.

  2. Under Shared Services Administration, click 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, click Trusted file locations.

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

    The Excel Services Add Trusted File Location page appears.

  5. In Address, type 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, click Windows SharePoint Services.

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

  8. In the External Data section, under Allow External Data, click 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 click OK.

Set the Access Model

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 type 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, type iisreset to restart IIS.

Date

History

Reason

June 2011

Added manual configuration information for SharePoint Server 2010.

Information enhancement.

March 2011

Added information about and link to tool that automatically configures SharePoint Server 2010 or Microsoft Office SharePoint Server 2007 for dashboard compatibility.

Information enhancement.

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