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SharePoint 2010 PerformancePoint Services : Maintaining a PPS Deployment - Migrating from PPS 2007

5/18/2011 11:37:36 AM
There is no direct upgrade path from PPS 2007 to PPS 2010. For this reason, to migrate content, you need to use the Import PerformancePoint Server 2007 Content functionality provided in the PerformancePoint Service Settings page.

To accomplish this, connect to the PPS 2007 database and import the content into the SharePoint 2010 farm on which the wizard is currently being run.

The upgrade process does have some significant points to watch for:

  • It is not possible to go backward in the wizard. If you make a mistake, you need to start the wizard over.

  • All supported content is imported. Because of this, it is helpful to import content to a temporary empty PPS content list and then move the objects that you want to save to other content lists that are used.

  • Several types of content not supported in SharePoint 2010 will not be imported, including the following:

    • Spreadsheets

    • Trend analysis charts

    • Pivot charts

    • Pivot tables

  • Data sources and nondata source content are imported into separate locations. Data sources are imported into a document library and all other content is imported into a PPS content list.

  • Dashboards need to be redeployed from Dashboard Designer. The dashboard objects are moved and should work successfully but will not be automatically deployed to SharePoint.

  • Filters will be moved out of dashboards and become separate objects within PPS.

  • Item-level permissions are also moved and are implemented at an item level. They are additive with the SharePoint permissions already set. Therefore, if a user has access to the content list, they will also have access to the object, even if they did not have access to the object in PPS 2007.

  • Scorecard comments are migrated to the PPS Shared Service database.

  • Errors and warnings that occur during upgrade are reported to the event log and to the Unified Logging Service (ULS) logs. Because the upgrade does not stop when an error occurs, the content will be incompletely imported. For example, you may receive a warning if permissions are missing or an error can occur when unsupported content types such as trend analysis charts are skipped. If you want to correct the problem and try again, it might make sense to delete all previously imported content; otherwise, it will create duplicates.

Step-by-Step Migration from PPS 2007

Before getting started with the upgrade, ensure that you have the following ready:

  • Either a Windows or a SQL account with read access to the PPS 2007 database to be upgraded

  • New and empty PPS content list

  • New and empty data source for a PPS document library

When you have the correct account, lists, and data source ready, follow these steps to complete a successful import:

1.
From the PerformancePoint Service Settings page, click Import PerformancePoint Server 2007 Content.

2.
Click Next on the Welcome page of the Import Wizard.

3.
In step 1 of the wizard, select the type of data source security that was enabled on the PPS 2007 server (see Figure 1).

Figure 1. Copy the security settings from the original data source configuration.

Note

Step 3 is necessary because the data source configuration was done at the server level and the setting has moved to a data source level.

4.
In step 2 of the wizard, enter the database server.

5.
Enter Windows or SQL credentials for an account that has at least read access to the PPS 2007 database that you want to import on this server. Click Next.

6.
In step 3 of the wizard, select the database to upgrade and click Next.

7.
In step 4 of the wizard, select the content list where you want to move all non-data source content. Click Next.

8.
In step 5 of the wizard, select the data source document library where you want to import all data source content. Click Next.

9.
Step 6 is a confirmation page. Click Next to begin the import.

You now see an upgrade status page that refreshes periodically with current status information.

Tip

If you close this upgrade status page, the status is available as a timer job that can be accessed through the Monitoring—Job Status feature in Central Administration, as shown in Figure 2.

Figure 2. Monitor the status of the import process from this page.


When the upgrade completes, you see an Import Results page with detailed results on the success of the upgrade.

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