Satisfy Your Technical Curiosity

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Satisfy Your Technical Curiosity

• 27, 28 29 March 2007
• International Convention Center (ICC)
• Ghent, Belgium

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Session abstract.

• The new Excel Services in Microsoft Office
  SharePoint Server 2007 puts Excel spreadsheet
  calculation and rendering on the server. Excel
  Services enables managed and secure distribution
  of Excel reports. This session explains Excel
  Services' basic concepts and architecture in
  combination with Single Sign On (SSO) Centrally
  managed Data Connections. After this session you
  will be able to understand the concepts enables
  you to set up Excel Services in a secure well
  managed way.  This session includes a conceptual
  introduction Live Demos. At the end of the
  session we will link the Excel Services
  functionality with Business Data Catalog
  Search. The end result will be a scenario where
  the user uses SEARCH to find a customer, clicks
  on the SEARCH result and arrives at the customers
  dashboard including all structured information as
  well as non-structured information.

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MOSS 2007 Configuration of Excel Services, SSO  
Data Connections - The Mac Guyver Techniques !

• Gunter Staes
• Technology Solution Advisor
• http//blogs.msdn.com/gunterstaes
• gstaes_at_microsoft.com

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Goal of this session.

• Explain Excel Services Functionalities
• Explain Excel Services basic concepts
• Show some real-life scenarios
• Usage of Excel Services in a Customer Dashboard
  Scenario

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The Agenda

• What is Excel Services
• Understanding the components
• Connecting to external data
• Whats next.
• Resources

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What is Excel Services

• What it is NOT
• Thin client Excel replacement/Alternative.
• What it is
• Web Based UI to publish Excel Workbooks
• Web Service API
• Secure sharing of Workbook
• Control over items to share
• Manage permissions using SharePoint Security.
• Trusted File/Connection Location
• Include Workbook in BI Dashboards
• Reliability Availability
• Offload Calculation workloads to Server
• Multi User Scenarios

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Excel Services Overview

• High quality web rending
• Zero-footprint
• Interactive

Browser
Excel 12
View and Interact
Publish Spreadsheets

• Design and author
• BI Abilities
• Visualization

Export/Snapshot into Excel
Excel 12
Programmatic Access
Office SharePoint Servers

• Open snapshots
• Open full spreadsheet

Protect, Share Reuse Spreadsheets
Customapplications

• Spreadsheets stored in document libraries
• Server calculation and rendering
• External data retrieval and caching
• Choose the parts you want to publish

• Set get spreadsheet values
• Perform calculations
• Retrieve full workbook file

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Extensibility

• Explore Workbook by Web Services.
• Manage Session
• Set Values
• Data/Workbook processing
• Return Results
• User Defined Functions
• VBA or native code languages.
• Managed Code extension

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Understanding the components

• Excel Calculation Services
• Excel Web Access
• Excel Web Services
• Excel Calculation Service Proxi (on the front
  end). Also Balances Load on multiple App Servers
• Trusted File Locations

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• Scenario 1 Publish a Calculation Workbook.
• Scenario 2 Web Service Integration.

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Connecting to External Data

• Connections
• Embedded connections
• Linked connections (with embedded copy or not)
• Trusted Subsystem Delegation
• TS FrontBack end have 2-Way Trust. Files can
  be retrieved Security token cannot be delegated
  to other computers.
• D Front-ends delegate users identity to
  back-end servers which can delegate it to other
  servers.
• Unattended Account
• Used when XLS-Services accesses a Data-Source not
  using Windows Authentication
• Authentication
• Windows authentication
• SSO
• None

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Connecting to External Data

• Data Connection Libraries
• Central management
• Securing by Sharepoints Access Control Lists
• Trusted File Locations
• Excel Services only loads workbooks from TFL
• Specs define how External Data can be processed
• Trusted Data Connection Libraries
• Excel Services will only load Data connection
  files from trusted resources.
• Relying on Sharepoint Security (Approval,
  Worlflow, Item-Level sec, ...)
• Trusted Data Providers
• ODBC, MSOLAP, ...
• Must be explicitly trusted.

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• Scenario 3 Connecting to External Data with
  SSO
• Scenario 4 Connecting to External Data with
  Windows Authentication
• Scenario 5 Handling data Refresh.
• Scenario 6 Filter Web Parts
• Scenario 7 Centrally managed Data Connection
  windows authentication.

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Putting it All Together

• BI in the tools where you need it
• workflow
• portal
• ecm
• Business Data Catalog
• Search
• Ready to use, easy to customize
• The sum is greater than the parts.

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• Scenario 8 Use Search functionality to find a
  customer show all available info.

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• Book Office Sharepoint Server 2007
  (Administrators Companion).
• http//blogs.msdn.com/gunterstaes
• http//www.microsoft.com/bi
• http//technet2.microsoft.com/Office/en-us/librar
  y/7e6ce086-57b6-4ef2-8117-e725de18f2401033.mspx?mf
  rtrue

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