Documentation Map for Microsoft Office PerformancePoint Server 2007

This article contains detailed information about Microsoft Office PerformancePoint Server 2007 documentation and shows you where you can find it.

Because the PerformancePoint Server suite includes various applications, servers, and tools, its documentation appears on various Microsoft Web sites, each of which supports different parts of the product. In general, PerformancePoint Server content is distributed among six Microsoft Web sites:

  • Office.com — Readme files, Help and How to articles, worksheets, sample guides.
  • TechNet — Planning and Architecture Guides, Deployment Guide, Operations Guides, and other documentation for people who install, configure, and deploy PerformancePoint Server.
  • MSDN — Monitoring SDK and PerformancePoint Expression language reference material.
  • Microsoft Download Center — Downloadable PerformancePoint items such as service packs, the Data Import Wizard, and the Scorecard Migration Tool.
  • Microsoft Business Intelligence — Product news, videos, demos, podcasts, white papers, datasheets, Webcasts, virtual labs, and other information about PerformancePoint Server and other Microsoft business intelligence offerings.

 Note    In-product Help is available in each PerformancePoint application and in PerformancePoint Monitoring Server and PerformancePoint Planning Server.

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Changes to the PerformancePoint Server product

As of April 1, 2009, Microsoft Office PerformancePoint Server 2007 is no longer available for purchase. The Monitoring and Analytics capabilities of PerformancePoint Server are known as PerformancePoint Services in Microsoft SharePoint Server 2010. PerformancePoint Services is included with the enterprise version of Microsoft SharePoint Server 2010. The Planning capabilities of PerformancePoint Server are not included with PerformancePoint Services.

Documentation available on Microsoft Web sites

Documentation Location Notes

Readme files

 Office Online

The latest release of PerformancePoint Server is Microsoft Office PerformancePoint Server 2007 with Service Pack 3 (SP3).

 Important    Be sure to read through the readme file before you download and install SP3.

The latest releases of ProClarity products include ProClarity Analytics Server 6.3 with Service Pack 3 (SP3) and ProClarity Desktop or Web Professional

Service packs

 Microsoft Download Center You can download the service pack from these locations. The sites have an overview of the product, system requirements, and download instructions.

Planning, configuration, and deployment documentation

 TechNet

The PerformancePoint Planning Server Planning & Architecture Guide and the PerformancePoint Monitoring Server Planning & Architecture Guide are designed to help IT administrators make informed preliminary decisions that are necessary to optimally deploy PerformancePoint Planning Server and PerformancePoint Monitoring Server. Information in these guides provides overviews of the client and server components, system requirements, available topologies, scalability options, and security considerations.

The PerformancePoint Server 2007 Deployment Guide contains information about how to install PerformancePoint Server in single-computer and distributed environments, and lists the prerequisites for each scenario. Installation information for both Planning and Monitoring is included. Additionally, the post-installation steps that you must follow to have the system up and running are covered.

The PerformancePoint Planning Server Operations Guide and the PerformancePoint Monitoring Server Operations Guide each contain information about maintaining PerformancePoint Planning Server and PerformancePoint Monitoring Server. Information includes guidance for migrating Planning applications and application data and migrating Monitoring Server data. Also covered: backup, restore, and data mirroring with SQL Server databases that are used with Planning Server and Monitoring Server, and information about the PerformancePoint Planning Command Utility.

The Performance Tuning white paper provides guidance to PerformancePoint Server administrators and IT professionals on Monitoring Server performance capabilities. This includes how server performance is affected by security settings, number of users, scalability, load capacity, and other server performance considerations. Performance considerations for hardware planning, dashboard composition, physical memory, and virtual machines are also discussed.
PPS 2007 Glossary TechNet

The PerformancePoint Server glossary defines terminology for all PerformancePoint Server applications and servers.

You can also find the PerformancePoint glossary in the in-product Help files for each PerformancePoint application and server.

PerformancePoint Server Help and How-to

 Office Online

The PerformancePoint Server 2007 Help and How-to page provides summary information about PerformancePoint Server applications. It also contains news about the product and links to glossary, Readme files, blogs, and other PerformancePoint documentation.

You can also find in-product Help in each PerformancePoint application and server. The online content may be more recent.

Sample data

 Microsoft Download Center

The Planning Sample Data Kit includes the Alpine Ski House Sample Application Guide and the Alpine Ski House sample application. You can use this kit as a starting point as you plan your PerformancePoint solution.

The PerformancePoint Server 2007 Contoso demo kit includes sample data for a fictional organization called Contoso. You can download and use this kit enables to try the Planning and Monitoring capabilities of PerformancePoint Server. This application provides real-world business scenarios on performance management areas, including statutory consolidation, planning, budgeting, forecasting, monitoring, and analyzing performance.

The Monitoring Sample Data Kit includes the Monitoring Sample Guide and a collection of sample dashboards and scorecards. Use this kit for some ideas on how to design your reports and scorecards.

The PerformancePoint Server 2007 Sample Data Kit gives you various industry-specific Monitoring dashboards.

Sample Guides

 Office Online

The Monitoring Sample Guide provides step-by-step directions for configuring and deploying four sample dashboards. After the sample dashboards are deployed, you can explore the scorecards and reports, and conduct analysis by using sample data.

The Alpine Ski House Sample Application Guide provides a conceptual overview of the process that was used to build the Alpine Ski House Sample Application. You can use the information in this document to learn about the high-level requirements and procedures that you must have to successfully implement your own PerformancePoint Planning Server application.
PerformancePoint Server Monitoring Sample Scorecards Office Online This document provides an overview of the Monitoring Server sample scorecard files. It includes 23 different sample scorecards, covering a full range of business scenarios. These sample scorecards do not use external data sources, so they are readily available for you to view.

Worksheets

  • PerformancePoint Dashboard Designer Worksheet
  • PerformancePoint Planning Application Design Worksheet
 Office Online

Use the PerformancePoint Dashboard Designer Worksheet to gather key information about your organization. You can then use that information as a roadmap when you build your dashboards. To open the worksheet, click here: Excel 2003 Worksheet: Dashboard Designer.

Use the PerformancePoint Planning Application Design Worksheet as a roadmap while you build your PerformancePoint Planning Server application. To open the worksheet, click here: Excel 2003 Worksheet: Planning Application Design.

Installing the Data Import Wizard for Microsoft Dynamics AX and its prerequisite software Office Online This document describes the software that is required to perform a data import operation by using the PerformancePoint Server Data Import Wizard for Microsoft Dynamics AX. It also describes the steps that are required to install the wizard and the prerequisite software.
PerformancePoint Monitoring SDK MSDN This document contains overviews, code examples, and class library references for programming with Monitoring Server. Developers can use the Monitoring SDK to add extensions such as custom reports, custom data sources, wizards for new custom objects, and extensions to the Dashboard Designer user interface.
PerformancePoint Planning Business Rules Development Guide MSDN This document contains a conceptual overview, programming guides, and reference information that you can use to develop business rules in Planning Business Modeler.
ProClarity SP3 Hardware and Software Requirements Office Online A list of all the hardware and software requirements for installing ProClarity 6.3, with Service Pack 3 (SP3).

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Documentation included with the product

The following documents and Help files are included with PerformancePoint Server 2007.

Documentation Description
PerformancePoint Dashboard Designer (PDDHelp.chm) Conceptual, procedural, and context-sensitive information about how to use Dashboard Designer to create data sources, indicators, KPIs, scorecards, reports, and dashboards.
PerformancePoint Dashboard Viewer for SharePoint Services Help

Context-sensitive Help for each Web Part.

 Important    The Help button that is located on the SharePoint site provides SharePoint Help. To access Help for Dashboard Viewer for SharePoint Services, click the individual Web Part menus.
PerformancePoint Planning Administration Console Help (PPS_AdministrationConsole.chm) Information about how to create and manage applications, model sites, users, administrative roles, system settings, and data connections. Includes information about how to make system configurations that affect all computers that are running Planning Server in your environment.
PerformancePoint Planning Business Modeler Help (PPSPlanningBusinessModelerHelp.chm) Conceptual, procedural, and context-sensitive information about how to use Planning Business Modeler to create PerformancePoint Planning applications, models, dimensions, and business rules.
PerformancePoint Add-in for Excel Help (PPSAddInforExcel.chm) Conceptual, procedural, and context-sensitive information about how to use PerformancePoint Add-in for Excel to create complex financial planning, budgeting, forecasting, and consolidation forms and reports that are based on PerformancePoint Planning models.
Microsoft Office PerformancePoint 2007 Management Reporter Help (ManagementReporter.chm) Conceptual and procedural information about how to use Management Reporter to create and use financial reports.
PerformancePoint Server Data Import Wizard for Microsoft Dynamics AX (AXImportWizard.chm) Instructions for importing data from Microsoft Dynamics AX databases into PerformancePoint Planning Server.
Alpine Ski House Sample Application Installation Guide (pplsashsampappinst.chm) Step-by-step instructions for installing the Alpine Ski House Sample Application that was created for the fictitious company, Alpine Ski House.
PerformancePoint Planning Server Minimal Verification Sample Application Guide (pplsminversampappinst.chm) Step-by-step instructions for installing the PerformancePoint Server sample application for verification. IT administrators can use the Minimal Verification sample application to verify that the PerformancePoint Server system is successfully installed and ready for use. The application tests data integration, security, assignments, workflow, and overall connectivity.

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