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Revisión técnica de Excel Services

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1 Revisión técnica de Excel Services
<nombre> <rol o cargo> <organización> < > Slide Title: Title Slide Keywords: Title Slide Key Message: Title Slide Slide Builds: 0 Slide Script: Hello and welcome to this Microsoft TechNet session on the Technical Overview of Windows SharePoint Service and Office SharePoint Server My name is {insert name}. The new Microsoft Office SharePoint Server 2007 works with Windows SharePoint Service to provide a better overall experience. Slide Transition: Today’s session is going to give a technical overview of Windows SharePoint Services 3.0 and Office SharePoint Server 2007—collectively known as SharePoint 2007. Slide Comment: Additional Information:

2 Aspectos a cubrir en esta charla
Compartir hojas de cálculo de manera amplia Capacidades de Inteligencia de Negocios, BI Arquitectura de los servicios Excel Slide Title: What we will Cover Keywords: What we will cover Key Message: What we will cover Slide Builds: 2 Slide Script: Excel Services, part of Microsoft Office SharePoint Server 2007, extends the capabilities of Excel 2007 by allowing broad sharing of spreadsheets, improved manageability and security, and the ability to reuse spreadsheet models through a scalable server-based calculation service and interactive web-based user interface. [BUILD1] Excel is the most widely used tool for performing data analysis and reporting. As a Business Intelligence tool, Excel 2007 becomes more powerful by integrating with SQL Server 2005 Analysis Services to provide a rich user analysis tool. Excel Services empowers spreadsheet authors to share spreadsheets easily and broadly in ways that leverage this new BI functionality through the browser. Fully interactive, data-bound spreadsheets, including charts, tables, and pivot tables, can be created as parts of a portal, dashboard, or business scorecard, without requiring any development, and presenting a single version of the truth. [BUILD2] The Excel Services architecture consists of a web front-end and an application-server tier. The Excel Calculation Server loads requested spreadsheets and performs any calculations required. Excel Web Access renders the results in HTML, while Excel Web Services provides a Web services interface to allow applications to access the spreadsheets. Slide Transition: As we go through today's session, you will hear various Microsoft acronyms and terminology. Slide Comment: Additional Information:

3 Experiencia útil Nivel 200 Experiencia con SharePoint Server
Experience con hojas de cálculo Excel Slide Title: Helpful Experience Keywords: Helpful Experience Key Message: Helpful Experience Slide Builds: 2 Slide Script: While we will explain all new terms related to today's session, there are some general terms from the industry or from other versions of Microsoft products that we may not spend time on. To help you out, we have listed the areas that it may be helpful to be familiar with, either prior to this session or to reference afterwards. [BUILD1] Since Excel Services is part of Microsoft Office SharePoint Server 2007, you should have some understanding and experience with earlier versions of SharePoint Server. [BUILD2] And you should have some experience with Excel spreadsheets, how they are created, used, and shared in today’s corporate environment. Slide Transition: To cover the topics mentioned and keep the session flow going, we have divided the session up into the following agenda items. Slide Comment: Additional Information: Nivel 200

4 Agenda Introducción a Excel Services
Compartiendo hojas de cálculo en forma segura Explorando la arquitectura de Excel Services Slide Title: Agenda: Introducing Excel Services Keywords: Agenda Key Message: Agenda Slide Builds: 2 Slide Script: Spreadsheets are used by most businesses for data modeling, reporting, analysis, and sharing information. Organizations are now confronted with a need to efficiently share spreadsheets broadly, securely, and without liability. Excel Services, part of Microsoft Office SharePoint Server 2007, includes an integrated set of server-based spreadsheet services that complements Microsoft Office Excel Excel Services was designed from the ground up as a server-side set of technologies that can be fully integrated with Excel 2007, extending it to a natively multi-user environment. [BUILD1] Excel Services helps centralize spreadsheet management by allowing a spreadsheet author to broadly share a single version of a spreadsheet that is calculated at the server and viewed in a Web browser. Spreadsheets are secured by the server and governed by the inherent enterprise content management controls of Office SharePoint Server 2007, such as check in/check out, version control, auditing and logging, and role-based security, which allows authors to control which spreadsheets users can view or change. This helps organizations meet compliance and regulatory requirements, and prevents errors associated with multiple copies or out-of-date versions. [BUILD2] The two-tier architecture of Excel Services simplifies the deployment of Excel Services with your SharePoint environment. The Excel Calculation Server loads requests, performs the required calculations, and caches the results into a per-user instance. Excel Web Access renders the spreadsheet in HTML, without using ActiveX, for the user to view in a standard web browser. Slide Transition: First, let’s examine Microsoft’s Business Intelligence Vision. Slide Comment: Additional Information:

5 Visión de Business Intelligence
Mejorar las organizaciones al proveer aspectos relevantes de negocios a todos los empleados, generando mas y mejor toma de decisiones relevantes Slide Title: Business Intelligence Vision Keywords: BI, Business Intelligence, Key Message: Introduction to the Microsoft Business Intelligence Vision Slide Builds: 2 Slide Script: Microsoft Business Intelligence supports all facets of decision-making with a complete suite of server, client, and developer products that consists of Microsoft SQL Server 2005 technology thoroughly integrated with the 2007 Microsoft Office system. Since Business Intelligence is tightly integrated with the proven and scalable Microsoft SQL Server 2005 platform, you can count on Business Intelligence to deliver mission-critical information throughout your organization to the right people, at the right time, in an easy-to-use format. Microsoft Business Intelligence solutions help you track and analyze financial, operational, customer, and human resource information across the organization. Business Intelligence delivers information on the desktop in the familiar and easy-to-use Microsoft Office environment, allowing you to incorporate information from data warehouses, enterprise applications, and virtually any data source available across the enterprise. Slide Transition: Slide Comment: Additional Information:

6 Visión de Business Intelligence
Mejorar las organizaciones al proveer aspectos relevantes de negocios a todos los empleados, generando mas y mejor toma de decisiones relevantes Entregar inteligencia a través de Microsoft Office 2007 Slide Title: Business Intelligence Vision Keywords: BI, Business Intelligence, Key Message: Introduction to the Microsoft Business Intelligence Vision Slide Builds: 2 Slide Script: [BUILD1] Using Office Excel 2007, which includes faster performance, significantly increased spreadsheet capacity, intuitive formula authoring using business terms, and advanced sorting and filtering, Business Intelligence supports advanced analysis that can lead to better insight and better decision-making. Excel Services, a new web-based version of Office Excel 2007 in the 2007 Microsoft Office system, enables your staff to manage, access, analyze, and share information more securely in a centrally managed environment. With Excel Services and SQL Server 2005 Analysis Services, the live connection to the data source exposes metadata, dimensions, and metrics in understandable business terms. It’s easy to modify reports and refresh data, which helps ensure up-to-the-minute accuracy. Slide Transition: Slide Comment: Additional Information: 6

7 Visión de Business Intelligence
Mejorar las organizaciones al proveer aspectos relevantes de negocios a todos los empleados, generando mas y mejor toma de decisiones relevantes Entregar inteligencia a través de Microsoft Office 2007 Slide Title: Business Intelligence Vision Keywords: BI, Business Intelligence, Key Message: Introduction to the Microsoft Business Intelligence Vision Slide Builds: 2 Slide Script: [BUILD2] With Microsoft solutions, you can deploy business intelligence on a proven, scalable, industry-leading platform. SQL Server 2005 Integration Services performs complex integration, transformation, and synthesis at high speeds for large data volumes. Fully programmable, embeddable, and extensible, SSIS is an ideal extract-transform-load platform. The data mining and online analytical processing capabilities of SQL Server 2005 Analysis Services make data mining more accessible in an environment with enhanced security. Use SQL Server 2005 Reporting Services to create, manage, and deliver both traditional printed high-fidelity reports and interactive, presentation-quality, Web-based reports. Or you can use Report Builder to build reports quickly. In the SQL Server 2005 relational database management system, you get improved performance and support for structured and unstructured XML data, as well as proven high availability and performance. Tight integration with Microsoft Visual Studio 2005 provides developers with a platform that enables productive and collaborative development of dependable solutions. Slide Transition: SQL Server 2005 provides many new and enhanced business intelligence features designed to give you a competitive advantage. Slide Comment: Additional Information: Administrar la infraestructura de inteligencia de negocios 7

8 SQL 2005 Relational Database Management System
BI Integrado SQL 2005 Relational Database Management System Plataforma BI Slide Title: Integrated Business Intelligence Keywords: SQL 2005, SharePoint Server 2007, Business Scorecard Manager 2005 Key Message: Describe the Microsoft Business Intelligence product offering. Slide Builds: 5 Slide Script: These advantages include integrating multiple data sources with Integration Services; enriching data and building complex business analytics with Analysis Services; and writing, managing, and delivering rich reports with Reporting Services. Microsoft SQL Server 2005 empowers your company by providing a security-enhanced, reliable, scalable, and productive platform for enterprise data management and business intelligence applications. BI enhancements within SQL Server 2005 help deliver an end-to-end solution with integrated analytics, including OLAP; data mining; extract, transformation, and load tools; data warehousing; and reporting functionality. Slide Transition: Slide Comment: Additional Information:

9 SQL 2005 Relational Database Management System
BI Integrado SQL 2005 Relational Database Management System Plataforma BI SSIS Slide Title: Integrated Business Intelligence Keywords: SQL 2005, SharePoint Server 2007, Business Scorecard Manager 2005 Key Message: Describe the Microsoft Business Intelligence product offering. Slide Builds: 5 Slide Script: [BUILD1] Microsoft SQL Server 2005 Integration Services offers a redesigned and highly scalable enterprise ETL platform for building high-performance data integration solutions for data warehousing. As a result, you get a more holistic understanding of your business. Slide Transition: Slide Comment: Additional Information: 9

10 SQL 2005 Relational Database Management System
BI Integrado SQL 2005 Relational Database Management System Plataforma BI SSIS SSAS Slide Title: Integrated Business Intelligence Keywords: SQL 2005, SharePoint Server 2007, Business Scorecard Manager 2005 Key Message: Describe the Microsoft Business Intelligence product offering. Slide Builds: 5 Slide Script: [BUILD2] Microsoft SQL Server 2005 Analysis Services data mining and OLAP capabilities help you build complex analytical models that you can integrate with your business operations. Easy-to-use, extensible, and flexible capabilities make data mining more accessible than ever before. Slide Transition: Slide Comment: Additional Information: 10

11 SQL 2005 Relational Database Management System
BI Integrado SQL 2005 Relational Database Management System Plataforma BI SSIS SSAS Slide Title: Integrated Business Intelligence Keywords: SQL 2005, SharePoint Server 2007, Business Scorecard Manager 2005 Key Message: Describe the Microsoft Business Intelligence product offering. Slide Builds: 5 Slide Script: [BUILD3] SQL Server 2005 Reporting Services offers a complete and comprehensive reporting solution for creating, managing, and delivering traditional managed reports, interactive user reports, and embedded reports. Slide Transition: Slide Comment: Additional Information: SSRS 11

12 BI Integrado Microsoft Office SharePoint Server 2007
User Analysis (Excel) Herramientas de usuario BI Integrado SQL 2005 Relational Database Management System Plataforma BI SSIS SSAS Slide Title: Integrated Business Intelligence Keywords: SQL 2005, SharePoint Server 2007, Business Scorecard Manager 2005 Key Message: Describe the Microsoft Business Intelligence product offering. Slide Builds: 5 Slide Script: [BUILD4] Office SharePoint Server 2007 provides enterprise-scale capabilities to meet business-critical needs, like managing content and business processes, simplifying how people find and share information across boundaries, and enabling better informed decisions. It supports all of the intranets, extranets, and Web applications across an enterprise within one integrated platform, instead of relying on separate fragmented systems. Office SharePoint Server 2007 helps you provide business intelligence capabilities to all employees so they can share, control, and reuse business information in order to make better business decisions. The BI features provide Web and programmatic access to published Office Excel spreadsheets, programmatic reuse of critical line-of-business data, and easy development of Web-based BI dashboards that can incorporate rich, data-bound KPIs, Web Parts, and published spreadsheets. Slide Transition: Slide Comment: Additional Information: SSRS 12

13 BI Integrado Microsoft Office SharePoint Server 2007
User Analysis (Excel) Herramientas de usuario BI Integrado Microsoft Office Business Scorecard Manager 2005 Aplicaciones analíticas SQL 2005 Relational Database Management System Plataforma BI SSIS SSAS Slide Title: Integrated Business Intelligence Keywords: SQL 2005, SharePoint Server 2007, Business Scorecard Manager 2005 Key Message: Describe the Microsoft Business Intelligence product offering. Slide Builds: 5 Slide Script: [BUILD5] Microsoft Office Business Scorecard Manager empowers your organization by helping your employees gain insight into business drivers and execute shared plans that help shape BI solutions. With Business Scorecard Manager, your company can align action with strategy to help improve performance. Dynamic scorecarding makes it easier to track your organization’s performance against key goals and metrics. Using Microsoft Office Business Scorecard Manager 2005, you can combine rich scorecard functionality with reports, charts, graphs, and analysis tools to evaluate relationships between performance metrics and objectives. Customized views and rich visualization make it easy to present your findings in easy-to-understand ways. Tight integration with Microsoft Office SharePoint Server 2007 makes it easy to work together in ways that can lead to increased insight and more powerful decisions, enabling better alignment with your strategic business plans. Slide Transition: SharePoint 2007 has been redesigned to focus on some key features. Slide Comment: Additional Information: SSRS 13

14 Office SharePoint Server
Servicios de Plataforma Workspaces, Mgmt, Segurida, Storage, Topología, Site Model Slide Title: Office SharePoint Server Keywords: SharePoint Server, Business Intelligence, Collaboration, Enterprise Search Key Message: Explore the components of Microsoft Office SharePoint Server 2007. Slide Builds: 6 Slide Script: Platform services include workspaces, management, security, storage, topology, and site model. Slide Transition: Slide Comment: Additional Information:

15 Office SharePoint Server
Colaboración Servicios de Plataforma Workspaces, Mgmt, Segurida, Storage, Topología, Site Model Slide Title: Office SharePoint Server Keywords: SharePoint Server, Business Intelligence, Collaboration, Enterprise Search Key Message: Explore the components of Microsoft Office SharePoint Server 2007. Slide Builds: 6 Slide Script: [BUILD1] The collaboration components of Office SharePoint Server 2007 include new features which simplify both internal and external collaboration, allowing you to easily share knowledge, find information, and collaborate more easily and securely, both within and across organizational boundaries. Office SharePoint Server 2007 helps you leverage your partners and customers and utilize your personal people-networks to connect to other people effectively. With smart, standards-based, electronic-forms-driven solutions, you can collect business information from customers and partners through a Web browser. Slide Transition: Slide Comment: Additional Information: 15

16 Office SharePoint Server
Colaboración Portal Servicios de Plataforma Workspaces, Mgmt, Segurida, Storage, Topología, Site Model Slide Title: Office SharePoint Server Keywords: SharePoint Server, Business Intelligence, Collaboration, Enterprise Search Key Message: Explore the components of Microsoft Office SharePoint Server 2007. Slide Builds: 6 Slide Script: [BUILD2] The portal components of Office SharePoint Server 2007 include features that are especially useful for designing, deploying, and managing enterprise intranet portals, corporate Internet presence Web sites, and divisional portal sites. The portal components also make it easy to connect to people within the organization that have the right skills, knowledge, and project experience. Slide Transition: Slide Comment: Additional Information: 16

17 Office SharePoint Server
Colaboración Portal Servicios de Plataforma Workspaces, Mgmt, Segurida, Storage, Topología, Site Model Búsqueda Empresarial Slide Title: Office SharePoint Server Keywords: SharePoint Server, Business Intelligence, Collaboration, Enterprise Search Key Message: Explore the components of Microsoft Office SharePoint Server 2007. Slide Builds: 6 Slide Script: [BUILD3] Enterprise Search in Office SharePoint Server 2007 has great relevance and incorporates enterprise content such as people and business data, along with documents and Web pages, to provide more comprehensive results. Search is ubiquitous in Office SharePoint Server 2007, with tight integration into SharePoint sites, Web Parts, SharePoint lists, people profiles, and more. This enables people to look for the information they need wherever they navigate to within the portal. Enterprise Search has the capability to search through business data, and the search results can be highly customized. Slide Transition: Slide Comment: Additional Information: 17

18 Office SharePoint Server
Colaboración Portal Servicios de Plataforma Workspaces, Mgmt, Segurida, Storage, Topología, Site Model Gestión de Contenido Búsqueda Empresarial Slide Title: Office SharePoint Server Keywords: SharePoint Server, Business Intelligence, Collaboration, Enterprise Search Key Message: Explore the components of Microsoft Office SharePoint Server 2007. Slide Builds: 6 Slide Script: [BUILD4] The new and enhanced content management features in Office SharePoint Server 2007 fall within three areas: document management, records management, and web content management. Windows SharePoint Services provides core document management functionality, such as major and minor versioning, check-in/check-out document locking, rich descriptive metadata, workflow, content type-based policies, auditing, and role-based-access controls at the document library, folder, and individual document levels. Office SharePoint Server 2007 builds on these capabilities to deliver enhanced authoring, business document processing, web content management and publishing, records management, policy management, and support for multilingual publishing. Slide Transition: Slide Comment: Additional Information: 18

19 Office SharePoint Server
Colaboración Procesos de Negocios Portal Servicios de Plataforma Workspaces, Mgmt, Segurida, Storage, Topología, Site Model Gestión de Contenido Búsqueda Empresarial Slide Title: Office SharePoint Server Keywords: SharePoint Server, Business Intelligence, Collaboration, Enterprise Search Key Message: Explore the components of Microsoft Office SharePoint Server 2007. Slide Builds: 6 Slide Script: [BUILD5] The business processes components of Microsoft Office Forms Server 2007 helps organizations streamline forms-driven business processes with easy-to-use, intelligent, XML-based electronic forms that integrate smoothly with existing systems. This security-enhanced, client/server platform provides rapid-solution creation and deployment, centralizes form management and maintenance, and helps to extend business processes to customers, partners, and suppliers. Slide Transition: Slide Comment: Additional Information: 19

20 Office SharePoint Server
Inteligencia de Negocios Colaboración Procesos de Negocios Portal Servicios de Plataforma Workspaces, Mgmt, Segurida, Storage, Topología, Site Model Gestión de Contenido Búsqueda Empresarial Slide Title: Office SharePoint Server Keywords: SharePoint Server, Business Intelligence, Collaboration, Enterprise Search Key Message: Explore the components of Microsoft Office SharePoint Server 2007. Slide Builds: 6 Slide Script: [BUILD6] The business intelligence (BI) components of Microsoft Office SharePoint Server 2007 enable organizations to provide business intelligence capabilities to every employee, allowing them to share, control, and reuse business information in order to make better business decisions. The business intelligence features in Office SharePoint Server 2007 provides Web and programmatic access to published Office Excel spreadsheets, programmatic reuse of critical line-of-business data, and easy development of Web-based BI dashboards that can incorporate rich, data-bound key performance indicators (KPI), Web parts, and published spreadsheets. Slide Transition: Office Excel 2007 is a powerful tool for analyzing, sharing, and managing information to help you make more informed decisions. Slide Comment: Additional Information: 20

21 Microsoft Office Excel 2007
Slide Title: Microsoft Office Excel 2007 Keywords: Excel 2007, spreadsheet, PivotTable, PivotChart Key Message: Introduce Microsoft Office Excel 2007. Slide Builds: 1 Slide Script: Office Excel 2007 delivers a new, results-oriented interface, PivotTable views that are easy to create and use, enhanced formula authoring, rich data visualization, and a much faster way to create professional-looking charts and tables. Analyze information with Office Excel 2007 to gain insight and make more informed decisions using powerful organization and visualization tools presented in an easy-to-use interface. Communicate your analysis in professional-looking charts and spreadsheets that are much easier to create. Find the tools you want when you need them using the new Office Excel 2007 results-oriented interface. Office Excel 2007 supports spreadsheets up to 1 million rows by 16,000 columns in size, eliminating the need to work within multiple spreadsheets or other applications you need to analyze large amounts of information. Office Excel 2007 has improved support for tables allowing you to create, format, expand, and refer to tables within formulas. When analyzing data contained in a large table, Office Excel 2007 keeps table headings in view while you scroll. Build professional-looking charts faster with fewer clicks using charting tools in the new Office Excel 2007 user interface. Apply rich visual enhancements to your chart, such as 3-D, soft shadowing, and transparency. Create and interact with charts the same way, regardless of the application you are using, because the Office Excel 2007 charting engine is consistent in Microsoft Office Word 2007 and Microsoft Office PowerPoint 2007. Slide Transition: Slide Comment: Additional Information: 21

22 Microsoft Office Excel 2007
Slide Title: Microsoft Office Excel 2007 Keywords: Excel 2007, spreadsheet, PivotTable, PivotChart Key Message: Introduce Microsoft Office Excel 2007. Slide Builds: 1 Slide Script: [BUILD1] Microsoft Office Excel 2007 provides rich visualization schemes, like gradients, thresholds, and performance indicator icons to help you discover patterns and highlight trends in your data. Summarize, reorient, and find the answers you need with PivotTable and PivotChart views that are much easier to create and use in Office Excel Use the flexibility and the new cube functions in Office Excel 2007 to build a custom report from an online analytical processing database. You can also connect to external sources of data more easily using the Data Connection Library in Office Excel 2007. Slide Transition: In the first demonstration we will see how Office Excel 2007 makes sharing spreadsheets and business information easier. Slide Comment: Additional Information: 22

23 Explorando las características de Excel 2007
Trabajar con conexiones de datos en Excel 2007 Creación de una tabla dinámica (Pivot Table) Combinar gráficas dinámicas con tablas dinámicas Slide Title: Demonstration: Exploring Excel 2007 Features Keywords: Demonstration Key Message: Demonstration Slide Builds: 0 Slide Script: In this demonstration, we’ll explore the new user interface, especially as it pertains to how you will use Excel Services to present spreadsheet data through a web interface. Slide Transition: Now let’s look at SharePoint Excel Services and how it enables businesses to securely share spreadsheets across an enterprise. Slide Comment: Additional Information:

24 SharePoint Excel Services
Slide Title: SharePoint Excel Services Keywords: SharePoint 2007, Excel Services Key Message: Introduce the Excel Services component of Microsoft Office SharePoint Server 2007. Slide Builds: 3 Slide Script: This server-side solution enables secure data sharing and logic reuse across the enterprise, providing a single, centrally managed version of spreadsheet data for a “single version of the truth.” The author simply saves his or her spreadsheet to a SharePoint document library and grants specific users or roles access to the server-generated version of that spreadsheet in a browser. Slide Transition: Slide Comment: Additional Information:

25 SharePoint Excel Services
Thin rendering en el browser Aplicaciones personalizadas Excel 2007 Slide Title: SharePoint Excel Services Keywords: SharePoint 2007, Excel Services Key Message: Introduce the Excel Services component of Microsoft Office SharePoint Server 2007. Slide Builds: 3 Slide Script: [BUILD1] Excel Services provides two primary interfaces: a web-based UI for viewing spreadsheets in a browser, and a web services interface for programmatic access. The web-based user interface, Excel Web Access, allows users to have both interactive and read-only access to spreadsheets in a web browser by means of DHTML. No ActiveX controls are used, nor is installation of the rich client necessary. The web services interface enables external server applications to directly access spreadsheet data, making use of their business logic without needing a developer to re-engineer it in code. In both cases, only the data that is specified by the spreadsheet author is available, while formulas and other business logic that underlie that data remains protected. Slide Transition: Slide Comment: Additional Information: 25

26 SharePoint Excel Services
Slide Title: SharePoint Excel Services Keywords: SharePoint 2007, Excel Services Key Message: Introduce the Excel Services component of Microsoft Office SharePoint Server 2007. Slide Builds: 3 Slide Script: [BUILD2] In order to better understand Excel Services, it is also necessary to describe what it is not. First, and most importantly, it is NOT simply the Excel client hosted on a server. Excel Services is a new server technology designed from the ground up to be scalable and robust. It is also not a spreadsheet-creation tool. Authoring spreadsheets requires the rich-client, Office Excel Users can, however, interact with spreadsheets through the Excel Services browser client, subject to the restrictions defined by the spreadsheet author, or programmatically through the web services API. This model provides the ability on the part of the spreadsheet author to build the spreadsheet the way he or she wants it, and to restrict data consumers to only those interactions that the spreadsheet author chooses through the new browser-based access. Spreadsheet authors no longer have to use ad-hoc means of sharing spreadsheets such as . Slide Transition: Slide Comment: Additional Information: 26

27 SharePoint Excel Services
Thin rendering en el browser SharePoint Excel Services Excel 2007 Slide Title: SharePoint Excel Services Keywords: SharePoint 2007, Excel Services Key Message: Introduce the Excel Services component of Microsoft Office SharePoint Server 2007. Slide Builds: 3 Slide Script: [BUILD3] Another important aspect of the Excel Services model is that in a simultaneous multi-user scenario, each user has his or her own session in the server’s memory. The server loads a read-only instance of the workbook in memory, and each individual user has a separate session representing his or her state. If a user applies a filter to a spreadsheet, other users are not affected by those changes, and their interactions do not modify the original file. This behavior is identical whether the spreadsheet is being viewed in a browser using the web-based user interface or programmatically through the web services interface. Slide Transition: In the next demonstration, we’ll explore some of these concepts on the spreadsheet we created. Slide Comment: Additional Information: 27

28 Diseñando una aplicación simple
Creación de una “trusted location” Guardar un “workbook” en Excel Services Slide Title: Demonstration: Designing a Simple Application Keywords: Demonstration Key Message: Demonstration Slide Builds: 0 Slide Script: During this demonstration, we’ll create a simple spreadsheet application and publish the application to Excel Services. In doing this, we’ll be able to see how Excel Services presents a given spreadsheet with the same fidelity as seen in the Microsoft Office Excel 2007 application. Slide Transition: In the next agenda we will examine how to share spreadsheets securely. Slide Comment: Additional Information:

29 Agenda Introducción a Excel Services
Compartiendo hojas de cálculo en forma segura Explorando la arquitectura de Excel Services Slide Title: Agenda: Sharing Spreadsheets Securely Keywords: Agenda Key Message: Agenda Slide Builds: 0 Slide Script: With the ability to publish spreadsheets to the SharePoint Server, you need complete control over the content of the shared spreadsheet, as well as the ability to secure the data, especially when proprietary formulas are involved. During this portion of the presentation, we’ll explore how Microsoft Office SharePoint Server 2007 manages the spreadsheets keeping private data private. We’ll start by exploring the problems typically associated with sharing data in this form. Slide Transition: Spreadsheets are the primary data modeling and analysis tool in most companies. Slide Comment: Additional Information:

30 Desafíos de la Ubicuidad
Falta de Control: No hay gestión centralizada Sobrecarga de información: La necesidad para Inteligencia de Negocios Aislamiento de datos: Necesidad de reutilizar e integrar Slide Title: The Challenges of Ubiquity Keywords: Sharing data, Challenges Key Message: Sharing spreadsheet data introduces a number of issues. Slide Builds: 4 Slide Script: Their ease of use and ability to analyze and report on data make them extremely popular. Because of the familiarity of Excel among a broad spectrum of users, many organizations have identified business needs geared toward expanding the role of spreadsheets in the enterprise. In doing so, many challenges arise. [BUILD1] Data stored and disseminated through spreadsheets must be available to users throughout the enterprise at the same time, and to be useful and relevant, this data must be current. Many critical decisions are made based on the analysis performed in spreadsheets. Imagine the impact if those decisions are based on out-of-date information. Security is another concern, since many organizations use spreadsheets to store confidential financial and other vital information. Uncontrolled spreadsheet distribution runs the risk that this information may be leaked outside of the organization. The ad-hoc distribution of spreadsheets through and file shares exacerbates these security and version-control challenges. In addition, it is also common for users to copy and paste corporate data from back-end sources into spreadsheets. This static data becomes 'stale' if the back-end source is updated without those changes being manually propagated to the spreadsheet. This data, if sensitive in nature, can also become a security risk. With the introduction of corporate governance requirements, such as those of the Sarbanes-Oxley Act and the Data Protection Act, organizations need corporate data to be accurate, access to be controlled, and changes to be auditable. [BUILD2] "Business Intelligence" refers to a set of core capabilities around gathering, analyzing, and reporting on business data in order to support business decision-making. For many years, Excel has been among the most prevalent tools for capturing this data and performing analysis on it. A key challenge in the area of business intelligence has been sharing this analysis in a ubiquitous way. For business intelligence data to be useful, it must be broadly available to support timely decision making, and the data contained within reports must be up-to-date in order to support accurate decision making. For these challenges to be effectively addressed, a solution must be found that allows spreadsheet authors to broadly share their analysis in a secure, centralized, and managed way. In addition, Excel spreadsheets need to be integrated with other business intelligence reports and data in dashboards and scorecards. Timeliness: Necesidad de confiabilidad, disponibilidad y desempeño

31 The Challenges of Ubiquity - Notes
Lack of Control: No Centralized Management Data Overload: The Need for Business Intelligence Isolated Data: The Need for Logic Reuse and Integration [BUILD3] Organizations often house a wealth of business models within spreadsheets. This logic represents a substantial investment in terms of the time and effort it takes to create and refine it. Making it accessible to other applications represents a significant opportunity. Removing the need to re-create, or re-code this business logic multiple times provides productivity advantages and avoids the element of risk that errors would otherwise be introduced. In essence, business logic created within spreadsheets should be readily available for reuse in or integration with other business applications. This reuse should be seamless, and should not require it to be altered or 'translated' to facilitate reuse. This business logic should be available from a single source, the spreadsheet, not stored in multiple locations with the risk of one or several instances of the logic becoming out of date. [BUILD4] Excel Services addresses some common performance issues found in environments where spreadsheet files are shared. With files stored centrally on a server and accessed through a lightweight Web interface, the need to wait for a large spreadsheet file to download over a slow link is mitigated. In environments where multiple users might be sharing the same file, time spent waiting for spreadsheet data is minimized, making access to spreadsheet data more timely. In environments where large amounts of spreadsheet data must be processed, high performance, the ability to offload calculations onto multiple computers, and high availability are best achieved through the use of high-end servers and server software, such as Excel Services. These environments can include redundant components, fail-safe power, and a structured backup regimen, offering enterprise-class processing of spreadsheet data. As the role of spreadsheets in corporate organizations has grown, the need for better control, availability, and integration has increased. Excel Services extends the value of Office Excel 2007 by enabling each of these requirements with server-side functionality that helps to enhance the timely delivery of spreadsheet data. Slide Transition: Excel Services enables the rapid creation of server-side solutions that complement the use of client-side spreadsheets. Slide Comment: Additional Information: Timeliness: The Need for Reliability, Availability, and Performance

32 Una sola versión de la verdad
Centralización habilitada Compartir de manera segura las hojas de cálculo Herramientas enriquecidas para habilitar BI Lógica compartida para habilitar reuso e integración Slide Title: A Single Version of the Truth Keywords: Centralization, Business Intelligence, Server-Side Solutions Key Message: SharePoint Server 2007 solves the issues around sharing spreadsheet data. Slide Builds: 4 Slide Script: SharePoint Server 2007 increases the ability of businesses to securely share data through spreadsheets, with greater control over that data, while also better meeting requirements in terms of reliability, scalability, and availability. It also enables Excel to participate in interactive Business Intelligence dashboards and portals. It provides browser-based access to spreadsheets that are centrally stored and managed on servers, addressing key enterprise requirements. [BUILD1] Excel Services centralizes management and provides robust control over spreadsheets. Spreadsheet authors use the familiar toolset in Excel 2007 to create spreadsheets that contain the data and functionality they need, and to explicitly define which portions of the spreadsheet are accessible by others. They then publish spreadsheets to the server environment for secure sharing. When viewing spreadsheets in a Web browser, users are not able to edit the spreadsheet. Users can interact with data values only as parameters that must be explicitly defined by the spreadsheet author during the publication process or through filtering, sorting, and navigating Tables and PivotTables. Management functionality builds on the core capabilities of SharePoint Server 2007, including check-in/check-out, versioning, metadata enrichment, and role-based security to control and track access, auditing, and usage of the spreadsheets. [BUILD2] Business Intelligence solutions bring together data from multiple data sources and repositories and display that data in meaningful ways. Excel 2007 and Excel Services support rich functionality for connecting to data sources, making it easier to create Business Intelligence solutions. The Data Connection Libraries (DCLs) are a powerful tool for enabling business intelligence. These are created by administrators to enable business users to access external data sources without having to understand the underlying definition for the data connection. Business users identify the connections they need that are contained within DCLs from Excel 2007 by defining user-friendly names and descriptions that do not require knowledge of any technical details. Soluciones tipo “Server-Side” Alta disponibilidad y desempeño

33 A Single Version of the Truth - Notes
Centralization Enabling Secure Sharing of Spreadsheets Rich Tools Enabling Business Intelligence Shared Logic Enabling Reuse and Integration [BUILD3] Excel Services allows the business logic created and stored within spreadsheets to be readily reused by and integrated into other applications. Business analysts can save spreadsheets to the server, making models accessible to developers and others on a secure basis through Web services. This methodology means that any application can benefit from the business logic in the spreadsheet. In the past, developers have had to analyze the business logic contained within spreadsheets and then reproduce it in code in order to provide similar functionality in external applications. Excel Services allows developers to implement business logic directly from the spreadsheet into an external application. The developer is not required to interpret the spreadsheet logic and then manually re-create equivalent logic in their application code, avoiding duplication of effort and speeding time to market of external applications. Moreover, since the spreadsheets are executed as a service on a server, they are constantly available to applications in a robust and scalable way. [BUILD4] By extending the spreadsheet environment to servers, information workers can continue to create spreadsheets using Excel 2007, while offloading time and processor-intensive spreadsheet calculations to servers. By offloading calculations to servers, Excel Services guarantees high availability. Many organizations depend upon large-scale, complex calculations carried out on mission-critical data by spreadsheets. Many of these calculations are long-running and take overnight, or even longer, to complete. The potential risk of system failure in such scenarios must be limited. Excel Services improves availability by moving calculations to one or more reliable servers. Redundant servers running Excel Services enable enterprises to virtually guarantee that calculations will be completed successfully. Slide Transition: In our next demonstration we’ll see how we can publish a distributor price list. Slide Comment: Additional Information: Server-Side Solutions Enabling High Availability and Performance

34 Publicación de una lista de precios de un distribuidor
Organizar los datos en SQL Server Explorar las opciones de las tablas dinámicas Publicación de la lista de precios Slide Title: Demonstration: Publishing a Distributor Price List Keywords: Demonstration Key Message: Demonstration Slide Builds: 0 Slide Script: In this demonstration, we’ll connect Excel Services to our back-end SQL Server 2005 database to create a pricing list that our distributor can access through a secure web site. Slide Transition: Any spreadsheet saved to a location that the server can access can be calculated and viewed in the browser or accessed through the web services interface. Slide Comment: Additional Information:

35 Publicación de Workbooks de Excel
Slide Title: Publishing Excel Workbooks Keywords: Publishing, Workbooks, SharePoint Key Message: Publishing a workbook works like saving the spreadsheet. Slide Builds: 1 Slide Script: Excel 2007 also includes a simple means by which spreadsheet authors can make use of Excel Services. Using the File | Publish menu option, a new fly-out menu called “Excel Services” enables the user to save the spreadsheet to either a SharePoint server or to any UNC path that is accessible by the server. While a full copy of the spreadsheet is copied to the server, the Excel Services Options dialog box enables the author to specify what aspects of it are accessible to users from the web browser. This is configurable at the granularity of a specific named item (named items may include sheets, named cells or ranges, tables, PivotTables, or charts). Once the author has named specific items, the Items command in the Workbook menu allows him or her to browse through those items, selecting whether or not each is viewable by end users. Slide Transition: Slide Comment: Additional Information:

36 Publicación de Workbooks de Excel
Slide Title: Publishing Excel Workbooks Keywords: Publishing, Workbooks, SharePoint Key Message: Publishing a workbook works like saving the spreadsheet. Slide Builds: 1 Slide Script: [BUILD1] The visibility of data under scenarios governed by Excel Services Options also applies to API calls, and not just to direct viewing by users. This mechanism constitutes a true means of control over what data is visible and to whom. In order to make these named items readily available for users to consume, either in reports or business dashboards, Excel Web Access provides a familiar interface for users to choose from among viewable items. Since the named items remain part of a workbook that is loaded in Excel Services, they remain fully refreshable and interactive without requiring the user to be able to see the underlying business logic or data source. Slide Transition: What is visible, and what is not, is determined by publishing options and permissions specified by the spreadsheet author. Slide Comment: Additional Information: 36

37 Gestión de permisos en el Workbook
Excel 2007 Slide Title: Managing Workbook Permissions Keywords: Security, Permissions, Reader rights, Contributor rights, Viewer rights. Key Message: Excel Services uses SharePoint permissions to control what is visible to the web client. Slide Builds: 2 Slide Script: Excel Services draws its mechanisms for authentication and access permissions from Microsoft Office SharePoint Server 2007. Slide Transition: Slide Comment: Additional Information:

38 Gestión de permisos en el Workbook
Excel 2007 Spreadsheet User Rights Administrator Contributor Reader Viewer Slide Title: Managing Workbook Permissions Keywords: Security, Permissions, Reader rights, Contributor rights, Viewer rights. Key Message: Excel Services uses SharePoint permissions to control what is visible to the web client. Slide Builds: 2 Slide Script: [BUILD1] This allows spreadsheet authors to grant users Reader rights to look at content, Contributor rights to look at, change, and add to content, or Administrator rights for full control. Note that, in the context of Excel Services, the Reader right allows users to download a full version of the spreadsheet and view full details with Excel In addition to these rights, the new Viewer right allows authors to lock down spreadsheets for server-only viewing through a Web browser. Users with only the View Item right cannot download a copy of the spreadsheet, modify it, or view any hidden formulas or other business logic that may underlie the data values. This ability to differentiate what is visible to spreadsheet consumers is key to the complementary nature of the relationship between the Excel rich client and Excel Services. Only an in-memory snapshot of the spreadsheet is available to the users, consisting of the literal data values in the spreadsheet without any of the underlying business logic. This mechanism enables administrators to make data available without revealing sensitive intellectual property. These rights are also enforced if an application using the web services interface attempts to access data that has not been marked as viewable. In contrast, users with the Reader right can open the spreadsheet in the Excel 2007 rich client and view all of the underlying details associated with the data. Of course, those with write permissions have the ability to open spreadsheets with Excel, make changes, and save them back to a SharePoint document library. Slide Transition: Slide Comment: Additional Information: 38

39 Gestión de permisos en el Workbook
Excel 2007 Slide Title: Managing Workbook Permissions Keywords: Security, Permissions, Reader rights, Contributor rights, Viewer rights. Key Message: Excel Services uses SharePoint permissions to control what is visible to the web client. Slide Builds: 2 Slide Script: [BUILD2] Since spreadsheets are powerful and contain critical data, it is necessary to control where they come from, as well as control access to them. The mechanism for controlling who can act as an author for spreadsheets available under Excel Services is managed by a system of trusted file locations, which can be designated as SharePoint locations, UNC paths, or HTTP paths. Excel Services will only load spreadsheets from directory paths designated by the administrator. With SharePoint rights or simple file-system rights for UNC paths, administrators can control who can save spreadsheets to these trusted locations, which ensures that only authors with appropriate access can create or modify spreadsheets that are presented by Excel Services. Slide Transition: While controlling where spreadsheets come from, and who has access to them, is essential to protect proprietary formulas and present a single version of the truth, the spreadsheets themselves must have a flexible and robust mechanism for connecting to data, both in workbooks and from external data sources. Slide Comment: Additional Information: 39

40 Conectándose a fuentes externas de datos
Excel 2007 Slide Title: Connecting to External Data Sources Keywords: External Data, DCL, ODC Key Message: A key benefit to Excel 2007 and Excel Services is the ability to pull data from external data sources. Slide Builds: 5 Slide Script: Access to external data is one key to the power of Excel Services, making use of existing data sources in a highly configurable and secure fashion. Spreadsheets can connect to live data sources by means of business-user-friendly mechanisms that enable general users to take advantage of the technology without assistance, subject to rules put in place by database administrators and other resource owners. Excel Services supports getting external data from the same data sources Excel client supports, such as SQL Server Analysis Services, SQL Server relational databases and other database platforms using mechanisms such as ODBC and OLE-DB. Data can be returned into PivotTables or new formulas that can access SQL Server Analysis Services data. Query tables are not supported on the server in this release. Slide Transition: Slide Comment: Additional Information:

41 Conectándose a fuentes externas de datos
Excel 2007 Data Connection Libraries Slide Title: Connecting to External Data Sources Keywords: External Data, DCL, ODC Key Message: A key benefit to Excel 2007 and Excel Services is the ability to pull data from external data sources. Slide Builds: 5 Slide Script: [BUILD1] One powerful way of governing access to external data sources by Excel Services is by using the Data Connection Libraries. Created by database administrators, DCLs contain Office Data Connection (ODC) files that persist specific data connections, enabling business users to take advantage of them, using the Excel client through a directory service operated by the server. Business users identify the connections they need that are contained within DCLs using user-friendly names and descriptions that do not require knowledge of any technical details. The significance of DCLs is definable in terms of three core capabilities. Slide Transition: Slide Comment: Additional Information: 41

42 Conectándose a fuentes externas de datos
Excel 2007 Descubrimiento Slide Title: Connecting to External Data Sources Keywords: External Data, DCL, ODC Key Message: A key benefit to Excel 2007 and Excel Services is the ability to pull data from external data sources. Slide Builds: 5 Slide Script: [BUILD2] First, the ability to make persistent connections to external data sources visible to business users. This capability allows connections to external data sources to be reusable, allowing business users to take advantage of them from Excel 2007 without having access to the technical details that underlie those connections. Slide Transition: Slide Comment: Additional Information: 42

43 Conectándose a fuentes externas de datos
Excel 2007 Descubrimiento Administración Slide Title: Connecting to External Data Sources Keywords: External Data, DCL, ODC Key Message: A key benefit to Excel 2007 and Excel Services is the ability to pull data from external data sources. Slide Builds: 5 Slide Script: [BUILD3] Second, the ability to support updating a large number of reports at once. Since DCLs allow changes made to the external data source to automatically propagate to Excel 2007 and Excel Services workbooks, those workbooks do not need to be updated manually, creating efficiencies and avoiding potential errors and liability. Slide Transition: Slide Comment: Additional Information: 43

44 Conectándose a fuentes externas de datos
Excel 2007 Discovery Management Security Slide Title: Connecting to External Data Sources Keywords: External Data, DCL, ODC Key Message: A key benefit to Excel 2007 and Excel Services is the ability to pull data from external data sources. Slide Builds: 5 Slide Script: [BUILD4] Third, SharePoint permissions enable Access Control Lists, which control who is allowed to change the data source definitions and who can see what data. Slide Transition: Slide Comment: Additional Information: 44

45 Conectándose a fuentes externas de datos
Excel 2007 Descubrimiento Administración Seguridad Slide Title: Connecting to External Data Sources Keywords: External Data, DCL, ODC Key Message: A key benefit to Excel 2007 and Excel Services is the ability to pull data from external data sources. Slide Builds: 5 Slide Script: [BUILD5] Excel Services can also limit access to external data through the three settings for External Data Options. The default setting of None does not allow connections to external data sources. The DCL Only setting allows only DCLs to govern connections to external data sources. The DCLs or Embedded Connections from Workbooks setting allows external data connections to be established by connection strings embedded in workbooks, in addition to allowing DCLs. By choosing one of these settings, it is possible to control the transfer of data as needed. These settings can also be configured per trusted location. This allows administrators to configure the type of connectivity that is allowed to specific types of spreadsheets. For example, financial data might be stored to one location that is restricted to a limited set of spreadsheet authors, while other locations may have fewer restrictions. Slide Transition: When connecting to an external data source, you may need to ensure the validity of the data source. Slide Comment: Additional Information: 45

46 Autenticando datos externos
Slide Title: Authenticating External Data Keywords: External Data, Single sign-on, Windows authentication Key Message: Excel Services offers three options for authenticating external data sources. Slide Builds: 3 Slide Script: The properties dialog box associated with workbook connections in the Excel client allows you to control server authentication, choosing from among the following three techniques. Slide Transition: Slide Comment: Additional Information:

47 Autenticando datos externos
Ninguno Slide Title: Authenticating External Data Keywords: External Data, Single sign-on, Windows authentication Key Message: Excel Services offers three options for authenticating external data sources. Slide Builds: 3 Slide Script: [BUILD1] The “None” technique does not take any special action in terms of authentication, but simply forms a connection with the provided connection string. It assumes the user name and password are stored in the connection string or that none are required. Slide Transition: Slide Comment: Additional Information: 47

48 Autenticando datos externos
Ninguno Single Sign-On Slide Title: Authenticating External Data Keywords: External Data, Single sign-on, Windows authentication Key Message: Excel Services offers three options for authenticating external data sources. Slide Builds: 3 Slide Script: [BUILD2] The “SSO” technique implies that the credentials are stored in a single sign-on store and an SSO ID is provided at connection time. Microsoft Office system provides an out-of-the-box SSO solution that can also be replaced with custom and third party tools. Slide Transition: Slide Comment: Additional Information: 48

49 Autenticando datos externos
Ninguno Single Sign-On Autenticación Windows Slide Title: Authenticating External Data Keywords: External Data, Single sign-on, Windows authentication Key Message: Excel Services offers three options for authenticating external data sources. Slide Builds: 3 Slide Script: [BUILD3] This “Windows Authentication” technique relies on Windows authentication, also requiring Kerberos to authenticate between computers, unless the server and external data sources are on a single computer. To tailor the view for individual users in any of these cases, it is possible to set the workbook to refresh the data from the server each time the workbook is opened and to make it fail to open if external data authentication fails. Users can only see the information to which they have been granted access, avoiding inadvertently revealing inappropriate information by way of cached data. Slide Transition: In our next demonstration we’ll look at some of the Excel Services settings.Slide Comment: Additional Information: 49

50 Explorando configuraciones de Excel Services
Definir opciones de configuración Revisión de proveedores de datos confiables Agregar funciones en assemblies definidos por el usuario Slide Title: Demonstration: Exploring Excel Services Settings Keywords: Demonstration Key Message: Demonstration Slide Builds: 0 Slide Script: During this demonstration, we’ll explore the configuration options available for Excel Services. Slide Transition: No matter how workbooks are constructed, or what permissions are applied, all spreadsheet authors must manage their workbooks. Slide Comment: Additional Information:

51 Administrando Workbooks
Excel 2007 Slide Title: Managing Workbooks Keywords: Updating, Managing data, document approval Key Message: Spreadsheet management works within the confines of the SharePoint Server 2007 document library. Slide Builds: 2 Slide Script: Spreadsheets must frequently be updated, sometimes by multiple authors, and updates may also require approvals. With Excel Services, these processes are made easier with Microsoft Office Sharepoint Server’s built-in content management tools. Spreadsheet management is improved by the robust check-in/check-out and versioning mechanisms of SharePoint Server, which allow for major and minor version numbering, as well as security specifically for old versions of spreadsheets and other documents. In addition, SharePoint has built-in functionality for retention and expiration of documents, so that old versions of spreadsheets are automatically archived or destroyed in order to meet compliance requirements. Slide Transition: Slide Comment: Additional Information:

52 Administrando Workbooks
Administrador Slide Title: Managing Workbooks Keywords: Updating, Managing data, document approval Key Message: Spreadsheet management works within the confines of the SharePoint Server 2007 document library. Slide Builds: 2 Slide Script: [BUILD1] Document approval within SharePoint allows an administrator to set up a document library so that when a spreadsheet author saves a new version of a spreadsheet in the library, it is not immediately available to other users to view until it is approved. This approval can be as simple as the administrator monitoring and changing a flag on the spreadsheet in the document library, or it can depend upon a custom workflow that sends s to a group of approvers in order to ensure that the spreadsheet meets any number of internal requirements prior to its approval. Slide Transition: Slide Comment: Additional Information: 52

53 Administrando Workbooks
Thin rendering en el browser Excel 2007 Slide Title: Managing Workbooks Keywords: Updating, Managing data, document approval Key Message: Spreadsheet management works within the confines of the SharePoint Server 2007 document library. Slide Builds: 2 Slide Script: [BUILD2] The owner of a Document Library can also set defaults for whether spreadsheets will open on the server or the Excel rich client. In cases where the Document Library owner wishes to keep the connection information and formulas associated with data secret, he or she can prevent users from opening the workbooks within a Document Library, except on the server itself, preventing the secret information from being viewable. Office SharePoint Server 2007 also allows administrators to audit document libraries. While the server does not audit items within the spreadsheets themselves, it will log any open, create, modify, and delete events to the centralized audit log. SharePoint also provides several built-in reports to analyze the audit logs, as well as tools to generate custom Excel reports. Slide Transition: This completes our coverage of how Excel Services works and how you work with it. Slide Comment: Additional Information: 53

54 Agenda Introducción a Excel Services
Compartiendo hojas de cálculo en forma segura Explorando la arquitectura de Excel Services Slide Title: Agenda: Exploring Excel Services Architecture Keywords: Agenda Key Message: Agenda Slide Builds: 0 Slide Script: Now we’ll turn our focus to the components that make up the Excel Services components of Microsoft Office SharePoint Server We’ll see how the individual components easily lend themselves to be highly scalable. Slide Transition: At a high level, Excel Services consists of three core components. Slide Comment: Additional Information:

55 Arquitectura de Excel Services
Slide Title: Excel Services Architecture Keywords: Architecture, Excel Calculation Service, Excel Web Access, Excel Web Services Key Message: Excel Services is made up of three highly scalable components. Slide Builds: 3 Slide Script: Excel Calculation Service, ECS, is the 'heart' of Excel Services. It loads the spreadsheets, calculates them, refreshes external data, and maintains session state for interactivity. Excel Web Access, EWA is a SharePoint web part that creates HTML renderings from the results returned by ECS so that users can display them in a browser and interact with them. In a customization scenario, SharePoint developers can use this component along with other SharePoint web parts to create a wide range of web pages. Excel Web Services, EWS, is a web service hosted in SharePoint that provides programmatic access to spreadsheets calculated by ECS. It allows applications to automatically update Excel spreadsheets or to incorporate calculations performed by Excel Services without having to re-create the underlying business logic. Slide Transition: Slide Comment: Additional Information:

56 Arquitectura de Excel Services
Slide Title: Excel Services Architecture Keywords: Architecture, Excel Calculation Service, Excel Web Access, Excel Web Services Key Message: Excel Services is made up of three highly scalable components. Slide Builds: 3 Slide Script: [BUILD1] These three components are divided into two groups: those associated with the web front-end (WFE) and those associated with the application-server tier. The simplest configuration is for both of these tiers to reside on the same physical server. To add capacity, these two tiers would more likely be located on separate physical computers. Finally, it is possible to add additional web front-end or application server computers to a configuration to increase capacity and performance. Also included in the web front-end is an ECS proxy that handles communication between the tiers in a multiple-server configuration, as well as load balancing in cases with more than one physical application server (this component is not exposed to developers). The Microsoft Office system, and thus Excel Services, uses two SQL Server databases at the back-end: content databases and configuration databases. The content database actually stores all the user files, including spreadsheets and dashboard pages, while the configuration database contains supporting information, such as Access Control Lists and policies that govern issues such as publication details and refresh settings. If need be, the database back-end can be scaled to increase performance or capacity. Slide Transition: Slide Comment: Additional Information: 56

57 Arquitectura de Excel Services
HTTP Slide Title: Excel Services Architecture Keywords: Architecture, Excel Calculation Service, Excel Web Access, Excel Web Services Key Message: Excel Services is made up of three highly scalable components. Slide Builds: 3 Slide Script: [BUILD2] Communications between the WFE and the application server is through HTTP. Once a user requests a spreadsheet, it is cached on the application server, and subsequent requests for the same spreadsheet will, therefore, typically be faster than the first request. This functionality includes caching at multiple levels so that collective performance for a group of users is improved by caching spreadsheets, as well as the external data queried by the spreadsheets. All this is transparent to the end user except in terms of improving response time. In addition to single-server and multiple-server topologies, it is also possible to support an extranet topology with Excel Services, giving external partners access to spreadsheets without allowing access to the underlying formula, data, and databases. This capability includes the ability to show parts of the workbook and protect the rest (using the View Item right discussed earlier). It enables organizations to hide intellectual property, such as formulas and external data connections, while showing the end results. For example, financial companies may have a financial model that they use while calculating derivatives. They can show the derivative price to their customers and partners without sharing the model used to generate it. Note, however, that Excel Services does not support scenarios where the WFE is in one corporate network and the application server is in another. It does support firewalls between these components, however, providing a potential security advantage when scaling the WFE and application servers out to reside on separate physical devices. Slide Transition: Slide Comment: Additional Information: 57

58 Resumen de la Sesión Acesso seguro y enriquecido a las hojas de cálculo Fácil conexión a fuentes de datos vivas Solución empresarial para hojas de cálculo Slide Title: Summary Keywords: Summary Key Message: Summary Slide Builds: 2 Slide Script: The combination of the Excel Web Access and the Excel Web Services API provides rich and versatile access to spreadsheets. At the same time, the security model is the same whether the spreadsheet is accessed through Excel Web Access or programmatically through the Excel Web Service interface. [BUILD1] Spreadsheet authors use Excel 2007 to create spreadsheets and the accompanying business logic, including connecting directly to back-end data sources for live data. Those authors, including non-technical users, can create spreadsheets, reports, and dashboards with dynamic data, securely sharing that information across the enterprise and making it available to other users and applications. Developers can take advantage of business logic created by those business users without needing to re-create it in application code. [BUILD2] By creating a true enterprise solution for spreadsheets, the combination of Excel Services and Excel 2007 enables both technical and non-technical users to securely share, manage, and reuse data and business logic. Slide Transition: To get more information on the products and technologies we have covered today, we have some online resources available that can help. Slide Comment: Additional Information:

59 Mayor información en Blog MSDN sobre Excel Services
Configuración y publicación en Excel Services, Paso a Paso Configuración de Excel Services Revisión de Excel 2007

60 Recursos de entrenamiento
Microsoft Office: Tips & Tricks Portal de Entrenamiento de Microsoft Office System 2007 eBooks

61


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