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Microsoft SharePoint 2010 PerformancePoint Services : Installing Dashboard Designer

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Dashboard Designer is a ClickOnce-deployed application. One advantage to ClickOnce technology is that the application is hosted and client deployment is lightweight. Therefore, you do not have to install the application from any type of installation media or files, and there is not an EXE file. Instead, you launch the Dashboard Designer installation by clicking a hyperlink located on the home page on a site created using the Business Intelligence template.

In addition, patches are applied automatically. If the SharePoint server has a patch or service pack applied, the next time a user launches Dashboard Designer, the ClickOnce framework checks the version number on the server and downloads an updated version before launching.

Caution

Patching, which refers to deploying a new version of Dashboard Designer on the server, works fine as long as the build version is moving forward. If the new build number is lower than the last run version on the client machine, the application will not be updated automatically. Patching breaks down in cases where the patch applied to the server has been rolled back or in a multiple server scenario where there are two environments at different patch levels.


All first class objects created by Dashboard Designer are stored in one or more SharePoint document libraries and lists. A first class object is an item that you can manage in Dashboard Designer and reuse in different dashboards. Examples of an item include a KPI, an indicator, a scorecard, reports, filters, data sources, and dashboards.

To initiate the Dashboard Designer download and installation process, follow these steps:

1.
Browse to a Business Intelligence Center site, such as http://localhost/BICenter (see Figure 1).

Figure 1. Click Run Dashboard Designer from this screen.

2.
Under the Create Scorecards with PerformancePoint Services section, click the Start Using PerformancePoint Services link.

3.
Click the Run Dashboard Designer button.

After you download and start Dashboard Designer the first time from the website, you can start it from your computer’s Start and Programs menu. Dashboard Designer does not operate in offline mode. This means you must be connected to a SharePoint instance running PPS to run Dashboard Designer.

It is also possible to start Dashboard Designer when viewing a SharePoint list that supports PPS content types. You can create a new item by clicking the Add New Item button at the bottom of the web page, or you can use the New Item button on the Item tab located in the page ribbon.

You can edit an existing item by accessing the item’s drop-down and selecting the Edit in Dashboard Designer option. In both cases, when Dashboard Designer launches, add the current list to the workspace, and any dependent items, and then open the item for editing in Dashboard Designer.

Tip

It is possible to launch Dashboard Designer from Firefox. To do this, you must have the Microsoft .NET Framework Assistant 1.1 add-on for Firefox installed. This add-on ships with Windows Vista and Windows 7. You can find the add-on for Firefox by searching for add-ons on the client computer.

If the add-on is not installed on your computer, you can download it from https://addons.mozilla.org/en-US/firefox/addon/9449?collection_uuid=55afefb5-620d-ae0c-d5d1-b602b44e6428.

Although Safari is supported for viewing dashboards and PPS Web Parts, it is not possible to install a ClickOnce application using Safari.

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