Import Wizard: PerformancePoint Server 2007 content to SharePoint Server 2010

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Applies to: SharePoint Server 2010

To facilitate and simplify the process importing dashboard content from Microsoft Office PerformancePoint Server 2007 into PerformancePoint Services in Microsoft SharePoint Server 2010, an import wizard has been provided. There are subtle yet significant changes in working with PerformancePoint Services over PerformancePoint Server 2007. In Microsoft SharePoint Server 2010, the PerformancePoint content is stored in SharePoint lists and document libraries. For additional information on planning your import, see Plan for importing PerformancePoint Server 2007 dashboard content to SharePoint Server 2010.

Run the Import Wizard

  1. Go to the SharePoint Central Administration Web site.

  2. Click Application Management.

  3. Click Manage service applications.

  4. Select the PerformancePoint Service application/instance from the list of Service Applications.

  5. On the ribbon, click Manage. This opens the PerformancePoint Services settings page.

  6. Click Import PerformancePoint Server 2007 Content to launch the import wizard.

  7. The first page of the wizard explains what will be imported and what will not. Click Next.

  8. Select the security method you used in Microsoft Office PerformancePoint Server 2007. Click Next.

    Note

    The most commonly used is per user authentication, which requires Kerberos configuration. If you are unsure, check the Web.config file on your Microsoft Office PerformancePoint Server 2007. The value of Bpm.ServerConnectionPerUser is set to True for per-user authentication.

  9. Type the SQL Server name/instance of the PerformancePoint Server 2007 content server.

  10. Select the method of authentication and the user name and password. Click Next.

  11. Select the PerformancePoint Server 2007 database that you want to import. The default database is titled PPSMonitoring. Click Next.

  12. Select a site collection, site, and list where your Dashboard items are to be imported. Click Next.

    Important

    In order to select a list and other PerformancePoint content, you must be added to the site collection and farm administrator roles in the destination's web application policy. The following Windows PowerShell script adds the user to the policy.
    $WebApp = Get-SPWebApplication <<WEBAPPURL>>
    $Policy = $WebApp.Policies.Add(<<LEGACYNTUSERNAME>>,<<FRIENDLYNTUSERNAME>>)
    $PolicyRoles = $WebApp.PolicyRoles
    $AdmRole = $PolicyRoles.GetSpecialRole([Microsoft.SharePoint.Administration.SPPolicyRoleType]::FullControl)
    $Policy.PolicyRoleBindings.Add($AdmRole)
    $WebApp.Update();

  13. Select a site and a document library where your data sources will be stored. Click Next.

    Note

    Data sources must be imported into the same site collection as your Dashboard items.

  14. Review your settings selections. Click Back to make changes. If the settings are correct and you are ready to proceed, click Import.

    Warning

    Once the import process starts, you cannot cancel it even if you close your browser window.

  15. A page appears, showing the results of the import process. It shows status of the items that successfully imported, and, if there were any errors, what didn’t import successfully. Click the View List or View Library links to view the actual data that was imported.

  16. To close the wizard, click Done.

For web applications using Windows Claims authentication, the user with the site collection administrator and farm administrator role being used to perform import must be added to the web application policy for the claims aware application. Without this, the import utility will not display the PerformancePoint content or datasource libraries for the claims aware application.