PerformancePoint 2007 Monitoring Server permissions

The Monitoring Server component of PerformancePoint 2007 is responsible for managing the user rights as far as being able to publish dashboards, edit existing dashboards, etc. This article got me most of the way there in understanding how to set up user permissions, but I think it's helpful to point out a few other items.

Dashboard Designer is the interface for Monitoring Server user security.
This was not immediately clear to me. There are two basic aspects to the permissions: global permissions (such as administrator rights, being able to publish new dashboards, etc.) and per-Dashboard permissions.

To configure server (global) role assignments:

In Dashboard Designer, hit the Office button and then the Options button on the resulting menu:



On the resulting Server tab, hit the Connect button:



Once it logs in, hit Permissions:



On the resulting Permissions dialog, you can add users in DOMAIN\name form, specifying their server (global) role:



To configure permissions for individual dashboards:

Open the desired dashboard On its Properties tab, there is a Permissions section at the bottom:



Add your users (DOMAIN\name format again) and specify Reader or Editor roles. After changing these permissions, you must publish the dashboard.

Integrating PerformancePoint 2007 into MOSS

Being new to PerformancePoint 2007, it wasn't immediately apparent to me how to integrate it into MOSS. I found that you do this by installing the Dashboard Viewer for SharePoint Services on the MOSS server.

Prerequisites on MOSS Server

• Microsoft ASP.NET 2.0 AJAX Extensions 1.0

Installation

1. Mount the PerformancePoint 2007 media in the MOSS server.
2. Choose the Monitoring Server installation and complete it.
3. Run the Monitoring Server Configuration Manager.
4. Uncheck all options except for the Dashboard Viewer for SharePoint Services.
5. Select the site collection in which to install the Dashboard Viewer.

If you need to later install the Dashboard Viewer web part on an additional site collection, this post has an excellent guide to doing so. In step 2 where the author references uploading the master page, I did this differently:

• Navigated to http:///_catalogs/masterpage/Forms/AllItems.aspx, and clicked the Upload button.
• Browsed to %programfiles%\Microsoft Office PerformancePoint Server\3.0\Monitoring\Assemblies\ and chose PerformancePointDefault.master.
• Once uploaded, used the context menu on the uploaded master page and used the Approve/Reject link to approve the uploaded item.