Configure State Service

1. On the Start menu, click All Programs.
2. Click Microsoft SharePoint 2010 Products.
3. Click SharePoint 2010 Management Shell.
4. To create a service application, type the following command:
   
   $serviceApp = New-SPStateServiceApplication -Name "<StateServiceName>"
   (Where <StateServiceName> is the name for the service application)
5. To create a State Service database and associate it with a service application, type the following command:
   
   New-SPStateServiceDatabase -Name "<StateServiceDatabase>" -ServiceApplication $serviceApp
   (Where <StateServiceDatabase> is the name of the State Service database to create and associate with the service application.)
6. To create a State Service application proxy, associate it with the service application, add it to the farm's default proxy group, and type the following command:
   
   New-SPStateServiceApplicationProxy -Name "<ApplicationProxyName>" -ServiceApplication $serviceApp -DefaultProxyGroup
   (Where <ApplicationProxyName> is the name of the application proxy.)

Monitoring the State Service

Administrators can monitor the State Service by using the SharePoint Monitoring and Event reporting service. Monitoring the service can help confirm the service was properly configured and can also identify any configuration or setup issues associated with the service.
For more information about how to monitor performance of the State Service, see Health monitoring (SharePoint Server 2010).

Installation steps for PowerPivot

Infrastructure

Firstly my SharePoint 2010 farm consists of 3 SP Servers and 2 SQL Servers in the following configuration
1 x SP2010 App Server
2 x SP Web Front End Servers
2 x SQL 2008 R2 Server in a failover cluster

Installation

You need to have SQL Server 2008 R2 to install PowerPivot and this process assumes you already have SharePoint 2010 setup and therefore a functioning installation of SQL 2008 R2
Log into the SharePoint 2010 central admin server as a farm administrator
Insert the SQL setup disk and run the setup.exe file
Click the Installation option on the left had side and then select New installation or add features to an existing installation

Let the install run through setting up any product key, licence acceptance and support files screens
At the Setup Role screen select SQL Server PowerPivot for SharePoint and select your existing farm installation and click Next

Click Next on the Feature Selection screen (this is read only and for information only)
Setup will now run a rule check, if you get any errors you need to resolve these before you can continue

Name the instance of SQL and select a location to install to and click Next

Check the installation locations and click Next

Select an account to run the Analysis Services and click Next

At the next screen select users who you want to have administrative privileges to analysis services and also check the locations for the data directories and click Next

Click Next on the Error Reporting screen
Setup will run another rule check, correct any errors and click Next
On the summary screen click Install

You may need to restart the computer after the installation but apart from that its all done

Deploy SharePoint PowerPivot Solutions

There are 2 solutions associated with PowerPivot
In central admin navigate to System settings | Manage Farm Solutions

The powerpivotfarm.wsp file is automatically deployed to the farm and doesn’t need to be touched
The powerpivotwebapp.wsp is deployed to the central admin server but you will need to deploy this to any web application that you want to use PowerPivot

Required Services

For PowerPivot to work you need to have the following services running

• Excel Calculation Services
• Secure Store Service
• Claims to Windows token Service

To start these services navigate to System Settings | Manage Services on Server

Check the services are started and if not click on Start

PowerPivot Service Application

You now need to create a PowerPivot service application to do this navigate to Application Management | Manage Service Applications and click New from the ribbon

Select the SQL Server PowerPivot Service Application

In the window enter the details required for name etc and click OK
After a while you should see this

Excel Services

Firstly check to see if you have Excel Services enabled by seeing if it is listed in the Service Applications section of central admin
If not then you will need to enable it
To enable Excel Services follow the steps above but select Excel Service Application

From this window enter the details for the application and click OK
Once the setup has completed it should be listed as below

Secure Store

Start the Secure Store Service from the Manage Services screen
Navigate to Application Management | Manage Service Applications
If there is no listing for a secure store then click on New and select Secure Store Service
Complete all the details and click OK
After a while you will get a confirmation screen, click OK
Scroll down the screen and click on the Secure Store Service Application and click on Manage

Click on Generate New Key and complete the details
You now have a Secure Store Service setup

Enable PowerPivot For Site

Navigate to the site you want to enable PowerPivot for and go to Site Settings
In site settings open Site Collection Features and active the feature

You can check that the feature is enabled by going to Site Actions | More Options

In the libraries section there should be some PowerPivot items

 

 

 

 

How to Create Personal View

How to Create Personal View

1- Go to the List or Library that you want to create a view in.

2- In the ribbon at the top pick "Library" or "List"

3- Click the "Create View" button

4- Now you can pick what type of view you'd like. You can copy an existing view that you just want to tweak without changing the original view, or you can create one of these formats:

• Standard View

• Calendar View

• Access View

• Datasheet View

• Gantt View

• Custom View in SharePoint Designer

Let's say for example, that you just want a standard view, so you click on Standard view.  Now you need to think about some things:

1. I'd Create a View, which I'll call "My Personal View"

2. Need to select Personal view. 

3. I'll choose the following columns to display: Task, Contact Person (Lookup), Contact Number, Due Date, Amount Due.....

4. I'll specify that the view should group by 'Client Name'

5. I'll specify that the view should include a total on Amount Due
   
6. I'll add a filter for "Assigned To = [Me]"

7. I don't have folders, so doesn't matter if I set folders to show up or not.

8. I'll sort by Due Date, ascending.

9. I'll set Item Limit to 50, and disable paging. I just want to see the top 50.

10. I want to be able to see this view on the go, so I'll leave Mobile enabled

11. Click on Ok.