Indiana University

1. April 30th, 2013 Indiana University SharePoint Users’ Group https://iuspug.iu.edu Users’ Group Committee LeadersBrian Hughes Cory P. Retherford – Founder Richard Shepherd Patrick White

2. IU SharePoint Users’ Group Todays Agenda Next Meeting May 21st Deep-Dive into Tools and More Business Intelligence @ IU SharePoint 2013

3. IU SharePoint Users’ Group Todays Agenda Indiana University Business Intelligence Enhanced Reporting and Tools Training Support SharePoint Administration SharePoint 2013 Updates

4. IU SharePoint Users’ Group BI Services Tour The Business Intelligence services offers three types of services which provide the overall functionality allowing data sourcing from the Enterprise Data warehouse and other types of database systems. BI Centers Includes site for any organization participating in the Enterprise Business Intelligence services. SharePoint centralized sites provide BI services provisioning for and support model for help desk. SQL SSAS Reports can be added to the CBI from any data source. Permits the consolidation of reports. CBI Reports Portal Reports combine enterprise data with departmental, school, or divisional data. Allows interim process to centralize data if appropriate. BI Centers provide access to the reporting tools such as Dashboard Designer and Report Builder. Provides database functionality for dimensional data usage. The reports portal for access to all the universities new reporting types. Long-term plans for the IUIE http://kb.iu.edu/data/bczv.html

5. IU SharePoint Users’ Group BI Centers The Indiana University BI Centers are located at https://bi.iu.edu using the BI Centers dropdown menu options. These centers provide the tools to create reports. Sandbox Instance Used to plan the reporting solution(s) to plan security, scheduling, and migration process. After the planning stage, you move through the deployment stage updating and revising your plans as you test. Development Instance Used for developing the reporting solution(s). Test Instance Used to determine whether the reporting solution will meet business needs and to determine appropriate modifications before moving to Production. Define business need and requirements Determine goals and objectives Determine infrastructure requirements Define standards and procedure for reports Develop and proof solution Test and evaluate solution Refine solution Collect testers feedback Evaluate proof of concept Refine goals and requirements (Use the development instance to refine and change solution)

6. IU SharePoint Users’ Group BI Centers Reporting Tools Excel with PowerPivot Data mash-up to process billions of rows of data using Excel. Report Builder Enhanced support for expressions, ability to subscribe and manage reports . Dashboard Designer Dashboards that provide drill through and ad-hoc data exploration functionality. Power View Enables quick and easy visualization of data while allowing sharing and collaboration. The tools provide the ability to slice and dice, create spark lines, maps, data bar, indicators (KPI’s), data visualizations, the ability to save report items (objects) as report parts, and wizards to help with the process. The tools also provide enhanced support for expressions.

7. IU SharePoint Users’ Group BI CBI Reports Portal The Indiana University Consolidated Business Intelligence portal provides the reports delivery and report publishing and data stewardship of all reports. Consumer Portal Provides the ability to view university consolidated reports, search, request access to reports, add favorites, share, manage personal BI, and much more. Admin Portal Data Manager Provides university Data Managers the ability to manage reports publishing and security access. Admin Portal Publishing Provides report developers the ability to publish reports, metadata, security, and request access for approval by Data managers. The CBI provides the ability to access all university BI reports and in addition lookup reports memberships and security for reports using the admin manage options features.

8. IU SharePoint Users’ Group BI Analysis Services (SQL SSAS) The Indiana University SQL Analysis Services Multidimensional and Tabular environment consists of a number of organizational and enterprise instances that deliver data from Oracle to the Microsoft BI tools. Enterprise Instances Includes the university shared cubes that have been highly vetted by data experts and oversight committees. These cubes contain data specific to application systems areas of interest. Tabular Provide flexible process to create data source. Permits the use of Power View. Organization Instances Reports combine enterprise data with departmental, school, or divisional data. Allows process to merge data into combined report using multiple data sources. Data sources come from combined locations. All dimensional data delivered as cubes from shared dimensions originating in Oracle. Great for quickly modeling data, high risk for quality of data in our environment. Still investigating…

9. IU SharePoint Users’ Group BI Training and Support • Important Websites • Landing site - https://bi.iu.edu • Getting started - https://kb.iu.edu/data/bcmg.html#help • Training - http://ittraining.iu.edu/training/browse.aspx?group=Business+Intelligence&allopen=1 • IT Training • CBI Portal Tutorial • http://ittraining.iu.edu/bi/ReportingPortal/ • CBI Admin Portal • http://ittraining.iu.edu/bi/AdminPortal/ • All Videos • http://ittraining.iu.edu/bi/ • Classroom/Self Paced • http://ittraining.iu.edu • Search for BI KB.IU.EDU The KB provides support for developers training and support, general questions, and services information. BI Support Use the IU Knowledgebase https://kb.iu.edu to find answers to most questions and to contact the EBI Support Helpdesk! Find tutorials for using the CBI reporting portal, using tools, self paced materials, and class room led instruction. The IU Knowledgebase provides all documentation for the Enterprise Business Intelligence services. Contact the EBI Help Desk by navigating to https://bi.iu.edu and selecting Help & Training

10. IU SharePoint Users’ Group Questions?

11. IU SharePoint Users’ Group IU SharePoint Services Services Move to Enterprise Services (ESA) Additional SharePoint Administrators Retirement of spadmin@iu.edu Support Support Center Model for Issues and Assistance SharePoint Farm Model

12. IU SharePoint Users’ Group IU SharePoint Services SharePoint 2013 Enhancing Enterprise Process for SharePoint 2013 • SharePoint Governance Plan Continued SharePoint Teams to Help Guide Environment Target implementation dates

13. IU SharePoint Users’ Group IU SharePoint Services SharePoint 2013 Implementation Dates Production Farms Available Fall 2013 SharePoint 2013 Migration December 2013 IUSPUG Feedback Next Meeting?

14. IU SharePoint Users’ Group Next Meeting Next IUSPUG Meeting • During this group meeting we will deep dive into using the BI tools and navigation of the services during the May 21st IUSPUG meeting, all information is updated on the https://iuspug.iu.edu website. May 21st 9:00am – 11:00am Meeting location – Bloomington Kelly School of Business CG1050

15. IU SharePoint Users’ Group The Indiana University SharePoint Users' Group Mission is to bring together the functional and technical users tobetter improve our knowledge and understanding of SharePoint technologies. SharePoint technologies provides tools to rapidly respond to University business needs, enrich collaborative interaction by empowering the user the ability to share, create, and connect with University constituents more effectively. The IUSPUG Users’ Group is a gateway to connect with other SharePoint users enabling us to share and gain knowledge more effectively and further supports our operational needs by leveraging the community.