Before you install Business Scorecard Manager 2005, make sure that your hardware meets the minimum requirements specified in this section.

The following table is a list of prerequisite software. See the topic Installing Prerequisite Software for detailed instructions about how to obtain and install this prerequisite software.

To install Microsoft Office Business Scorecard Manager 2005 Server on a single server, follow these steps. The account that you use to perform the installation must be a member of the local Administrators group for that computer.

To install the software prerequisites

1. Install Windows Server 2003 with SP1.
2. Install Internet Information Services (IIS) 6.0 with ASP.NET 1.1

   To install IIS 6.0 with ASP.NET 1.1

   1. Click Start, and then click Manage Your Server.
   2. On the Manage Your Server page, click Add or remove a role. The Configure Your Server wizard opens.
   3. On the Preliminary Steps page, click Next.

      

   4. On the Server Role page, in the Server Role list, select Application Server (IIS, ASP.NET), and then click Next.

      

   5. On the Application Server Options page, select the Enable ASP.NET check box, and then click Next.

      

   6. On the Summary of Selections page, click Next.

      

   7. On the This Server is Now an Application server page, click Finish to close the wizard.

      

3. Install SQL Server 2005

   To install SQL Server 2005

   1. Launch the SQL Server 2005 installation process by using the automatic run mechanism on the installation media or by starting Setup.exe.
   2. On the End User License Agreement page, select the I accept the licensing terms and conditions check box, and then click Next.
   3. On the Installing Prerequisites page, click Install.

      This installs:

      • Microsoft .NET Framework 2.0
      • Microsoft SQL Native Client
      • Microsoft SQL Server 2005 Setup Support Files
      When the prerequisite software has been installed, click Next.
   4. On the Welcome to SQL Server 2005 Installation page, click Next.
   5. On the System Configuration Check page, be sure all feature and system requirements have been met.

      When the system is ready, click Next.

      

   6. On the Registration Information page, in the appropriate boxes, type your name, the name of your company, and the product key, and then click Next.

      

   7. On the Components to Install page, select the four (4) check boxes shown in the following figure, and then click Next.

      

   8. On the Instance Name page, click Default instance, and then click Next.

      

   9. On the Service Account page, click Use the built-in System account, and in the drop-down list of built-in accounts, select Network service.

       Important   There are security implications you should consider when choosing the account that is to be used to operate SQL Server services. You might have to check with your organization's IT group to see whether using a built-in account is consistent with your organization's security polices.

      When you are ready, click Next.

      

   10. On the Authentication Mode page, click Windows Authentication Mode, and then click Next.

        Note   You might have to check with your organization's database administrators to make sure that using Windows Authentication is appropriate in your environment.

       

   11. On the Collation Settings page, select the collation settings option that is appropriate for your environment (SQL collations is the default), and then click Next.

       

   12. On the Report Server Installation Options page, click Install the default configuration, and then click Next.

       

   13. On the Error and Usage Reporting Settings page, click Next.
   14. On the Ready to Install page, click Install

       

   15. When the installation is complete, as reported on the Setup Progress page, click Next.

       

   16. On the Completing Microsoft SQL Server 2005 Setup page, click Finish to close the installation wizard.

       

4. Install Microsoft OLE DB Provider for OLAP Services (MSOLAP) 8.0

   Business Scorecard Manager requires an older version of Microsoft OLE DB Provider for OLAP Services (MSOLAP) than is shipped with SQL Server 2005. You must use the 8.0 version of MSOLAP that shipped with SQL Server 2000.

   To install Microsoft OLE DB Provider for OLAP Services (MSOLAP) 8.0

   1. Download SQL Server 2000 Service Pack 4 for Analysis Services Components (SQL2000.AS-KB884525-SP4-x86-ENU.EXE) from the Microsoft Download Center.
   2. Run the downloaded executable file to extract the service pack files.
   3. Run <extract location>\msolap\install\PTS\ptslite.exe to install the MSOLAP 8.0 driver and the PivotTable service.
   4. On the Setup Complete page, click Finish.

      

5. Install Microsoft XML 4.0 SP2.

   To install Microsoft XML 4.0 SP2

   1. Download the Msxml.msi file from the Microsoft Download Center.
   2. Double-click the downloaded file to run it. The installation wizard opens.
   3. On the Welcome to the MSXML 4.0 SP2 Parser and SDK Setup Wizard page, click Next.

      

   4. On the End-User License Agreement page, click I Accept the terms in the License Agreement, and then click Next.
   5. On the Customer Information page, type your name and the name of your organization, and then click Next.
   6. On the Choose Setup Type page, click the Install Now icon.

      

   7. On the Completing the MSXML 4.0 SP2 Parser and SDK Setup Wizard page, click Finish to close the wizard.

      

6. Install Microsoft ADOMD.NET 8.0.

   To install Microsoft ADOMD.NET 8.0

   1. Download the ADOMD.NET.msi file from the Microsoft Download Center
   2. Double-click the downloaded file to run it. The installation wizard opens.
   3. On the Welcome to the Microsoft ADOMD.NET 8.0 Setup Wizard page, click Next.

      

   4. On the License Agreement page, click I Agree, and then click Next.
   5. On the Confirm Installation page, click Next.
   6. On the Installation Complete page, click Close to close the wizard.

      

   7. Download the ADOMD.NET 8.0 hotfix file (ADOMD.Net-KB893091-v8.00.0991-x86.exe) from the Microsoft Download Center.
   8. Double-click the downloaded file to run it and install the hotfix.

7. Install Windows SharePoint Services.

    Note   Windows SharePoint Services is available for download from Microsoft at no additional charge. If you want to use SharePoint Portal Server 2003 in conjunction with Business Scorecard Manager, you must purchase it separately and follow the instructions in the documentation for that product.

   For more information, see Comparison of features that are included in Windows SharePoint Services and in SharePoint Portal Server 2003.

   To install Windows SharePoint Services

   1. Download Windows SharePoint Services from the Windows SharePoint Services Web site.
   2. Double-click the downloaded file to run it. The installation wizard opens.
   3. On the End-User License Agreement page, select the I accept the terms in the License Agreement check box, and then click Next.
   4. On the Type of Installation page, click Typical Installation, and then click Next.

      

   5. On the Summary page, click Install.

      

   6. When the installation is complete, your Web browser opens to display the newly created Windows SharePoint Services site.

8. Exclude Reporting Services virtual directories from Windows SharePoint Services management.

   During installation of Windows SharePoint Services, the two virtual directories that are used by SQL Server 2005 Reporting Services on the default IIS Web site become managed by Windows SharePoint Services, disabling the Reporting Services functionality. You must configure Windows SharePoint Services to exclude the two Reporting Services virtual directories from its list of managed paths in order to use Reporting Services.

   To exclude Reporting Services virtual directories from the Windows SharePoint Services list of managed paths

   1. Click Start , point to Administrative Tools, and then click SharePoint Central Administration.
   2. On the Central Administration page, click Configure virtual server settings.
   3. On the Virtual Server List page, click the name of the IIS virtual server on which Windows SharePoint Services was installed. The default name of the virtual server is Default Web Site.
   4. On the Virtual Server Settings page, click Define Managed Paths.
   5. On the Define Managed Paths page:
      • In the Path box, type Reports.
      • Under Type, click Excluded Path.
      • Click OK.
      • In the Path box, type ReportServer.
      • Under Type, click Excluded Path.
      • Click OK.

9. Configure Windows SharePoint Services to work with SQL Server Reporting Services.

   In order for Windows SharePoint Services and SQL Server Reporting Services to work correctly on the same computer, you also must modify the Web configuration file that is used by Windows SharePoint Services.

   To configure Windows SharePoint Services to work with Reporting Services

   1. Open the Windows SharePoint Services Web.config file. By default, the Windows SharePoint Services Web.config file is located at C:\Inetpub\wwwroot. You can use Notepad to open and edit the file.
   2. Add the following entry under the HttpModules configuration element if it does not already exist.

      <add name="Session" type="System.Web.SessionState.SessionStateModule"/>

      This entry might already exist, but it might be contained within XML comment delimiters, <!-- and -->. If this is the case, you only have to delete the comment delimiters.

   3. In addition to adding the session state module, you must also enable session state for the pages element by changing the enableSessionState attribute from false to true. The entry in the configuration file should look like the following:

      <pages enableSessionState="true" enableViewState="true" enableViewStateMac="true" validateRequest="false" />

   4. Save the Web.config file.

   For more information, see Troubleshooting a Side-by-Side Installation of Reporting Services and Windows SharePoint Services.

After the prerequisite software has been installed, you are ready to install Business Scorecard Manager Server.

To install Business Scorecard Manager Server

1. On the Microsoft Office Business Scorecard Manager 2005 opening setup screen, click Install Business Scorecard Server. The installation wizard opens.
2. On the Welcome to the Business Scorecard Manager Server Setup Wizard page, click Next.
3. On the End-User License Agreement page, select the I accept the terms in the license agreement check box, and then click Next.
4. On the Choose Setup Type page, select Custom, and then click Next.

   

5. On the Custom Setup page, do the following:
   • To enable the data processing extension for SQL Server Reporting Services, select Reporting Services Export, and then click Entire feature will be installed on local hard drive.

      Important   If you did not install SQL Server Reporting Services, skip this step. The Reporting Services Export feature requires that SQL Server Reporting Services be installed.

   • Click Next.

    Important   Do not enable the installation of Web Part Interface for Alerts or Web Service Alerts. These features are not compatible with Microsoft SQL Server 2005.

   
6. If the Feature Requirements Analysis page opens, it means that the installation of Business Scorecard Manager cannot be completed. Examples of typical problems are:
   • One or more software prerequisites are missing.
   • A SharePoint site is not available.
   • You do not have the appropriate permissions for the task on this computer.

   Review the checklist, and click Cancel to stop the installation wizard. Take the appropriate corrective action, and then try the Business Scorecard Manager installation again.

7. On the Web Parts page, in the SharePoint extended site list, select the SharePoint site that you want to use for displaying Business Scorecard Manager scorecards and report views, and then click Next.

   

8. On the Web Service page, provide the following information:
   • Under Application pool, select the application pool to which the Business Scorecard Manager Web service is to be assigned. The account that the selected application pool uses must have the Log on as a service right and also permissions to access any scorecard data sources that are to be used.

      Note   Both the account that the Business Scorecard Manager Web service application pool uses and the account that the Windows SharePoint Services application pool uses must be given read-only access to all data sources. For SQL Server 2005 data sources, you can add the accounts to the built-in db_datareader database role. For Analysis Services data sources, you must create a read-only role, and then add the accounts to that role.

   • Under Site name, type the name that you want to use for the Business Scorecard Manager Web service. This is not a Web site in the usual sense, and it is not needed by end users.
   • Under Port, type the port number that is to be used to access the Business Scorecard Manager Web service. The port is used for publishing scorecards in Business Scorecard Builder and is not needed by end users.

    Note   In most cases, you can accept the default values that are supplied by the wizard. The Web Service parameters all can be changed later by using IIS Manager.

   When you are ready, click Next.

   

9. On the Database Information page, provide the following information:
   • Under Database server, type the name of the server computer that is running SQL Server 2005 where you want to create the Business Scorecard Manager metadata database. In the case of single-server topology, this is the name of the computer on which you are performing the installation.

      Note   Even though you are installing to the local instance of SQL Server 2005, the default value localhost will not work when SQL Server 2005 has not been configured to accept remote connections (the default). Either enter the actual name of the server (for example, myserver), or configure SQL Server 2005 to accept remote connections. For security reasons, you should configure SQL Server 2005 to accept remote connections only if this is absolutely necessary for your deployment needs.

   • Under Database name, type the name of the database that you want to use for storing scorecard metadata.
   • Under Type the user name or the name of the security group to which you are assigning administrator privileges, type the name of the user or group to which you are assigning administrator privileges. This user or group will be assigned to the Scorecard Server Administrator role on the Business Scorecard Manager server and will be able to configure additional permissions after installation is complete.
   When you are ready, click Next.

   

10. On the Ready to Install? page, click Install.
11. On the Business Scorecard Manager Server Setup Complete page, click Finish to close the wizard.