Due to the nature of this material, this document refers to numerous hardware and software products by their trade names. References to other companies and their products are for informational purposes only, and all trademarks are the properties of their respective companies. It is not the intent of ProTech Professional Technical Services, Inc. to use any of these names generically
PT8532_MOC50558MICROSOFTPROJECTSERVER.DOC
Course Summary
DescriptionProject Server implementers taking this intensive 5-day hands-on course learn how to properly install SharePoint Server and Project Server 2010, prepare the system for configuration, and configure and maintain Project Server 2010 using both Project Professional 2010 and the Project Web App interface. Administrators also learn how to perform common SharePoint administrative tasks, how to manage the integration points between Project Server 2010 and SharePoint Server 2010, and how to configure project collaboration sites and business intelligence features. Learn from instructors who have real-world experience in deploying Project Server across many industries.
Objectives
At the end of this course, students will be able to:
Understand Project Server terminology and core system components
Describe the project communication life cycle used with Project Server
Understand the administration interface in Project Web App
Create a Project Server login account in Project Professional 2010
Configure custom enterprise fields, Lookup Tables, and calendars
Configure the Project Server demand and lifecycle management features
Add resources to the Enterprise Resource Pool
Specify the initial configuration options for Project Server
Configure time and task tracking settings
Configure Project Server security using Groups and Categories
Import enterprise templates and existing projects into Project Server
Build OLAP Cube and resource availability information
Create custom views in both Project Web App and Project Professional 2010
Manage Microsoft SharePoint Server and Project Sites
Modify Project Web App pages and create new Project Site templates
Configure Business Intelligence features and build custom Excel-based reports and interactive dashboards
Manage the Project Server database
Understand the Project Server technology stack and installation types
Understand hardware and software requirements
Install SharePoint Server 2010 and Project Server 2010
Configure necessary SharePoint farm components for Project Server
Create instances of Project Web App
Configure SQL Server Analysis Services for OLAP functionality
Understand the process of migrating data from Project Server 2007
Perform Project Server monitoring and troubleshooting
Perform common SharePoint administrative tasks
Due to the nature of this material, this document refers to numerous hardware and software products by their trade names. References to other companies and their products are for informational purposes only, and all trademarks are the properties of their respective companies. It is not the intent of ProTech Professional Technical Services, Inc. to use any of these names generically
PT8532_MOC50558MICROSOFTPROJECTSERVER.DOC
MOC 50558 Microsoft Project Server 2010 Technical Bootcamp
Course Summary (cont’d)
Topics
Introduction and Project Server Overview
Understanding the Project Web App Interface
Creating System Metadata and Calendars
Configuring Lifecycle Management
Building and Managing the Enterprise Resource Pool Initial Project Server Configuration
Configuring Time and Task Tracking
Configuring Project Server Security
Building the Project Environment
Creating and Managing Views
Managing Project Sites
Configuring Business Intelligence and Reporting
Installing Project Server 2010
Post-Installation Configuration
Audience
This course is designed for technical Project Server implementers, and we tailored it to the business application owner who serves as the organization’s primary or backup business application administrator.
Prerequisites
Before attending this course, students should have:
General Project Management knowledge
Understand basic scheduling principles.
Duration
Due to the nature of this material, this document refers to numerous hardware and software products by their trade names. References to other companies and their products are for informational purposes only, and all trademarks are the properties of their respective companies. It is not the intent of ProTech Professional Technical Services, Inc. to use any of these names generically
PT8532_MOC50558MICROSOFTPROJECTSERVER.DOC
MOC 50558 Microsoft Project Server 2010 Technical Bootcamp
Course Outline
I. Introduction and Project Server Overview
This module provides an overview of Project Server. A. Project Management Overview
B. Project Server 2010 Overview C. Project Server Communication Cycle D. Installation Overview
II. Understanding the Project Web App Interface
This module explains how to use the Project Web App interface.
A. Exploring Tools for Configuration
B. Exploring the Project Web App User Interface C. Using the Site Actions Menu
D. Using the Browse Tab and Personal Settings E. Logging into Project Web App from another
Workstation
F. Using the Quick Launch Menu G. Using Ribbon Menus
H. Exploring the Approval Center I. Understanding Workflow Approvals J. Using the Tasks Page
K. Using the Timesheet Page L. Exploring the Resource Center
M. Understanding Resource Assignments and Resource Availability
N. Understanding the Driver Library and Driver Prioritization
O. Understanding Portfolio Analyses P. Manipulating and Printing the Date Grid Q. Exporting the Data Grid to Excel
R. Understanding the Administration Interface
III. Creating System Metadata and Calendars
This module explains how to create custom fields and lookup tables and calendars.
A. Understanding Metadata Changes:
Departments, Project Types, Business Drivers B. Understanding and Creating Custom
Enterprise Fields
C. Understanding Built-in Fields and Lookup Tables
D. Understanding the Resource Breakdown Structure
E. Exploring the Health Lookup Table
F. Understanding Fields Controlled by Workflow
G. Understanding and Creating a Custom Field with Formula
H. Understanding Rollup Methods I. Deleting a Custom Field
J. Synchronizing Working Time with Project Options
K. Importing a Base Calendar
IV. Configuring Lifecycle Management
This module explains how to use and create Enterprise Project Types, workflows, project templates and provides an overview of demand management scenarios.
A. Understanding Lifecycle Management B. Understanding Demand Management C. Understanding Decision Management D. Understanding Project Types
E. Understanding Departments F. Understanding Phases and Stages G. Understanding Project Detail Pages
H. Understanding Lifecycle Configuration Process I. Understanding a Proposal Lifecycle
J. Understanding the Project Strategic Impact Web Part
K. Configuring Workflow Phases L. How to Create Enterprise Templates M. How to Adapt a Workflow for your Needs N. How to Configure Project Workflow Settings
V. Building and Managing the Enterprise Resource Pool
This module explains how to build and manage the Enterpriser Resource Pool.
A. Enterprise Resource Pool Overview
B. Understanding Enterprise vs. Local Resources C. Understanding Enterprise Resource Types D. How to Edit Resources using Project
Professional 2010
E. Understanding Booking Types F. How to Change Working Time G. How to Enter Nonworking Time H. How to Enter Cost Information I. Understanding Generic Resources J. How to Create Material Resources K. Understanding and Using Cost Resources L. Understanding Team Resources
Due to the nature of this material, this document refers to numerous hardware and software products by their trade names. References to other companies and their products are for informational purposes only, and all trademarks are the properties of their respective companies. It is not the intent of ProTech Professional Technical Services, Inc. to use any of these names generically
PT8532_MOC50558MICROSOFTPROJECTSERVER.DOC
MOC 50558 Microsoft Project Server 2010 Technical Bootcamp
Course Outline (cont’d)
M. Using Project Web App to Create an Enterprise Resource
N. How to Set Assignment Attributes Option O. How to Add a Resource to a Team P. How to Bulk Edit Enterprise Resources Q. How to Batch Edit Enterprise Resources R. Using Active Directory Synchronization S. How to Add Resources from the Active
Directory
T. How to Deactivate an Enterprise Resource
VI. Initial Project Server Configuration
This module explains how to configure common settings in Project Server.
A. Understand Recommended Order for Configuring Project Server 2010
B. Using the Additional Server Settings Page C. Using Project Server 2007 Compatibility Mode D. Using Enterprise Settings
E. Using Currency Settings
F. Using Resource Capacity Settings
G. Using the Resource Plan Work Day Section H. Understanding Exchange Server Details I. How to Set Task Mode Settings
J. How to Configure Exchange Server Synch K. Understanding and Using Alerts and
Reminders
L. How to Set Options for the OLAP Cube M. How to Delete an Existing OLAP Database N. How to Configure Event Handlers
VII. Configuring Time and Task Tracking
This module explains how to configure the system for time and tasks tracking.
A. Understanding Time and Task Tracking Entities
B. How to Configure Project Server 2010 for Tracking
C. Understanding Timesheet Options
D. Understanding Single Entry and Double Entry Modes
E. How to Disable Timesheet Functionality F. How to Set the Task Tracking Method G. How to use Percent Complete Method H. Using Actual Work Done and Work Remaining
Methods
I. Set Up the Timesheet Page
VIII. Configuring Project Server Security
This module explains how to configure and manage Project Server security and active directory
synchronization for groups.
A. Understanding Organizational Permissions B. Understanding Project Web App Permissions C. Understanding Users vs. Resources
D. Understanding Groups and Categories E. Overview of Permissions
F. How to Manage Security
G. How to use the Add or Edit Category Page H. Recommended Settings for Configuring a
Security Category I. How to Delete a Group J. How to Delete a Category
K. Using and Managing Security Templates L. Managing Active Directory Synch for Groups
IX. Building the Project Environment
This module explains how to load the Project Server environment with project data.
A. Changing the Status Manager
X. Creating and Managing Views
This module explains how to create and manage enterprise views in Project Web App and Project 2010.Lessons
A. Eleven types of Project Web App views B. Creating Gantt Chart formats
C. Creating Grouping Formats D. Creating Views in Project Web App E. Anatomy of Project Web App views F. Managing Project Web App views G. Other Types of PWA Views H. Deleting a View
I. Understanding Project Client Views J. Working with the Enterprise Global File K. Adding Views to the Enterprise Global L. Using the 4-Step Method to Create a New
View
Due to the nature of this material, this document refers to numerous hardware and software products by their trade names. References to other companies and their products are for informational purposes only, and all trademarks are the properties of their respective companies. It is not the intent of ProTech Professional Technical Services, Inc. to use any of these names generically
PT8532_MOC50558MICROSOFTPROJECTSERVER.DOC
Course Outline (cont’d)
XI. Managing Project SitesThis module explains how to manage Project Server collaborative workspaces known as Project Sites.
A. Introducing SharePoint
B. Project Site Provisioning Process C. SharePoint Content Types D. SharePoint Architecture E. SharePoint Storage Hierarchy F. SharePoint Administration G. SharePoint Security
H. Project Server to SharePoint Synchronization I. SharePoint Templates and Features
J. Project Sites Toolbar Options K. Bulk Update Project Sites L. Customizing Project Sites
XII. Configuring Business Intelligence and Reporting
This module explains how to configure and use SharePoint BI tools for Project Server.
A. Business Intelligence – The What B. Business Intelligence – The Why C. Business Intelligence – The How D. Analytical Tools
E. Traditional vs. Periodic Reporting F. Reporting Architecture Overview G. Relational Database vs. OLAP H. Key Terms
I. OLAP Cube Categories
J. Business Intelligence Delivery Methods K. Business Intelligence and Reporting
L. Primary Microsoft Business Intelligence Tools M. Microsoft SharePoint Excel Services Overview N. Working with Built-in Microsoft Excel Reports O. Sample Reports
P. Project Key Performance Indicators Q. Dashboard Best Practices
R. Dashboard Development Process
XIII. Installing Project Server 2010
This module explains how to install SharePoint and Project Server
A. Understanding the WFE/App Server Installation Process
B. Installation Overview
C. Minimum Hardware Requirements D. Minimum Software Requirements
E. Understanding Service Accounts F. How to Create Domain Global Groups for
Reporting
G. Understanding Software Prerequisites H. Creating Service App Manually
XIV.Post-Installation Configuration
This module explains how to perform post-installation configuration for SharePoint and ProjectServer.
A. Understanding the New Service Application Model
B. Understanding Service Applications and their Benefits
C. Understanding Service Application Proxy and Proxy Groups
D. How to Configure Excel Services
E. How to Configure the Secure Store Service Application
F. How to Configure the Cube Building Service G. Understanding Optional SQL Server
Enhancements
H. Configuring your New Instance I. Understanding the New Excel Services
Application
J. Pointing Data Connections to the New Secure Store Target Application
K. Using PSCONFIG
L. Upgrading and Migrating to Project Server 2010
M. Technical and Non-Technical Considerations for Upgrading
N. Planning for Project Client Coexistence O. Relinking Project Sites
Due to the nature of this material, this document refers to numerous hardware and software products by their trade names. References to other companies and their products are for informational purposes only, and all trademarks are the properties of their respective companies. It is not the intent of ProTech Professional Technical Services, Inc. to use any of these names generically
PT8532_MOC50558MICROSOFTPROJECTSERVER.DOC
MOC 50558 Microsoft Project Server 2010 Technical Bootcamp
Course Outline (cont’d)
XV. Managing Project Server Day to Day
This module explains how to use many resources and techniques to manage, tune and troubleshoot the Project Server environment.
A. Performing Database Management through PWA
B. Deleting an Enterprise Resource C. Deleting Status Report Responses D. Deleting Timesheets
E. Deleting User Delegates
F. Performing Manual Admin Backups G. Using Administrative Restore H. Changing or Restarting Workflows I. Configuring and Managing the Queue J. Understanding the Queue Process K. Understanding Queue Optimization L. Understanding Job States
M. Managing Queue Jobs Page N. Troubleshooting the Queue O. Configuring the Queue
P. Monitoring Project Server Licenses Q. Working with Unified Logging Service
R. Using the Reliability and Performance Monitor S. SQL Server 2008 Maintenance Plan
T. Enabling SharePoint Developer Dashboard U. Using PSCONFIG
V. Using SharePoint Health Analyzer W. Adjusting Active Cache Settings X. Cleaning Up the Local Cache Y. Resolving Local Cache Corruption Z. SharePoint Farm Backup and Recovery AA. Backing Up Site Collections
BB. Backing Up Sites and Lists
