Implementing Project Server 2010
Course ISI-1327 4 Days Instructor-led, Hands-on
Course Description
This instructor-led course will provide you with the knowledge and skills to effectively install and configure a Microsoft Project Server 2010 environment.
Course Objectives
Upon successful completion of this course, students will be able to install, configure and maintain a Microsoft Project Server 2010 environment.
Prerequisites
To ensure your success, we recommend you have some working knowledge of Enterprise Application servers, TCP/IP, IIS, SQL Server 2005 and Windows 2003/2008 Server.
Course Outline
Module 01 Introduction and Project Server Overview
What’s New for Project Server 2010
Introducing the Microsoft 2010 EPM Platform o Applying EPM Terminology to Project Server
Understanding Project Server Terminology o Enterprise Project
o Enterprise Resource o Check In and Check Out o Portfolio Analyses o Portfolio Analysis
Enterprise Resource Pool Overview
Enterprise Global Overview
Understanding the EPM Platform Technology Stack
Project Server Installation Types
o Understanding Project Server Physical Environments
Understanding Databases in the Enterprise
Module 02 Understanding the Human Challenge
Thinking Outside the Project
o Confronting the “PM” Challenge o Why Do EPM Initiatives Fail?
Understanding the Formulas for Disaster o Boiling the Ocean
o Managing One Big Project
o Suffering from Methodology Overload o Serving the Technology Buffet
Preparing Strategies for EPM Deployment Success o Understanding Your Stakeholders
o Understanding Your Organization’s Culture
o Understanding and Making Management Commitments o Understanding Your Process
o Acquiring or Improving Scheduling Competencies o Marketing Your Solution
Module 03 Applying a Deployment Process
Understanding the Deployment Process
o Defining Your Deployment and Deployment Team o Understanding the Analyst Role
o Understanding Technical Roles o Rounding Out the Team
Managing the Discovery Phase o Discovery Phase Summary o Discovery Key Ingredients o Other Valuable Discovery Inputs o Discovery Next Steps
o Determining your Implementation Archetype o Building Your Straw Man Requirements
o Introducing the Requirements and Definition Template o Applying the Template to the Straw Man
o Summarizing the Discovery Phase
Managing the Definition Phase o Definition Phase Summary o Core Requirements
o Defining the Portfolio Organization o Defining the Project Organization o Defining the Task Organization o Defining the Resource Organization o Defining Working Times and Calendars o Defining Company Holidays
o Defining Security Requirements o Defining Training Requirements o Determining System Notifications
Managing the Design Phase o Design Phase Summary
o Determining System Design Information
o Deploy Phase Summary
Managing the Pilot Phase o Pilot Phase Summary
Managing the Rollout Phase o Rollout Phase Summary
Module 04 Installing Project Server 2010
Installing Project Server 2010 Overview
Preparing to Install SharePoint Server and Project Server 2010 o Meet or Exceed Minimum Hardware Requirements o Meet or Exceed Minimum Software Requirements o Prepare the Security Environment
o Prepare SQL Server for SharePoint Server and Project Server o Prepare SQL Server Analysis Services for Project Server o Prepare Your Server for Project Server Installation
Installing SharePoint Server 2010 and Project Server 2010 o Install Software Prerequisites
o Install SharePoint Server 2010 Software o Install Project Server 2010
o Run SharePoint Products Configuration Wizard o Configure Your SharePoint Farm
Create a Project Server 2010 Web App
Creating a Service Application Manually
Module 05 Post-Installation Configuration
Configuring SharePoint Service Applications o Preparing to Configure Excel Services o Configuring Excel Services
o Harvesting URLs for Trusted Data Connection Libraries and Report
Libraries
o Configuring Excel Services Global Settings o Configuring Trusted Data Connection Libraries o Configuring Trusted File Locations
o Configuring the Secure Store Service Application
Configuring the Cube Building Service
o Obtaining the Necessary Software Files o Installing the SQL Server Native Client
o Installing the SQL Server Management Objects Collection o Creating a SQL Login for the Service Account Running Analysis
Services
Setting Optional SQL Server Performance Enhancements o Creating Additional TempDB Files
Verifying Project Server Functionality
o Verifying Project Web App Connectivity
o Creating a Login Account in Project Professional 2010 o Performing Basic Functional Tests
o Verifying Reporting Capability in the BI Center
Creating Additional Project Server Instances
o Configuring Your New Project Server Instance o Creating a New Excel Services Application Instance
o Pointing Data Connections to the New Secure Store Target Application
Module 06 Understanding the Project Web App Interface
Tools for Configuration
Using the Project Web App User Interface
o Logging into Project Web App from another Workstation o Using the Quick Launch Menu
o Using the Ribbon Menus o Manipulating the Data Grid o Printing the Data Grid
o Exporting the Data Grid to Excel
Using the Project Web App Administration Interface
Module 07 Creating System Metadata and Calendars
Understanding Significant Changes to Project Server 2010 Metadata Architecture
o Introducing Departments o Introducing Project Types o Introducing Business Drivers
Working with Enterprise Custom Fields and Lookup Tables o Understanding Enterprise Field Types
o Understanding Built-In Fields and Lookup Tables
Modifying Built-In Lookup Tables
o Modifying the Cost Type Lookup Table o Modifying the Health Lookup Table o Modifying the RBS Lookup Table
o Creating the Team Names Lookup Table
Creating and Modifying Custom Lookup Tables o Creating a New Lookup Table
o Modifying a Custom Lookup Table
Creating Custom Fields
Creating Free Entry Custom Fields o Making Fields Required
Creating a Custom Field with a Lookup Table
o Modifying Built-In Project and Resource Department Fields
Creating a Custom Field with a Formula
o Understanding Field Types with Formulas o Creating a Formula Using Project Web App
o Creating a Formula Using Project Professional 2010
Importing a Local Field as a Custom Enterprise Field
Displaying Graphical Indicators in Custom Fields
o Creating Graphical Indicators Using Project Web App
o Understanding the Connection between Formulas and Graphical
Indicators
Deleting a Custom Field or Lookup Table
Planning for Matching Generic Resources
Creating Enterprise Calendars o Setting Company Holidays
o Setting the Daily Working Schedule o Creating a New Base Calendar
o Importing a Base Calendar from a Project
Module 08 Configuring Lifecycle Management
Understanding Lifecycle Management
o Understanding Demand Management o Understanding Decision Management
o Understanding Project Types and Lifecycle Management o Understanding Phases and Stages
o Understanding Project Detail Pages
o Understanding the Lifecycle Management Configuration Process
Creating Lifecycle Management Elements
o Creating and Editing Project Detail Pages o Sample Project Detail Pages in Action o Creating Business Drivers
o Configuring Workflow Phases o Configuring Workflow Stages
Creating Enterprise Project Templates
o Creating an Enterprise Project Template Manually o Creating and Modifying Enterprise Project Types o Editing an Enterprise Project Type
Working with the Sample Workflow
o Adapting the Sample Workflow for Your Needs
Configuring Project Workflow Settings
Working with the Dynamic Workflow Solution Starter o Deploying the Dynamic Workflow Solution Starter o Creating and Configuring a Dynamic Workflow Instance o Considerations for Working with the Dynamic Workflow Tool
Module 09 Building and Managing the Enterprise Resource Pool
Enterprise Resource Pool Overview
o Understanding Enterprise vs. Local Resources
Understanding Enterprise Resource Types
Working with the Resource Center Data Grid o Creating an Ad Hoc Filter
o Using AutoFilter
o Sorting the Data in the Grid o Configuring Columns
o Applying Views
o Entering General Information o Changing Working Time o Using the Custom Fields Page o Creating Non-Work Resources
Editing Enterprise Resources Using Project Professional 2010 o Checking Out Enterprise Resources for Editing
Using Project Web App to Create an Enterprise Resource o Setting Type Options
o Setting Identification Information Options o Setting User Authentication Options o Setting Assignment Attributes Options o Setting Exchange Server Details Options o Setting Departments Options
o Setting Resource Custom Fields Options o Setting Security Options
o Setting Group Fields Options o Setting Team Details Options
Mass Editing Enterprise Resources
o Bulk Editing Enterprise Resources
o Individually Editing Enterprise Resources by Batch
Adding Resources Using Active Directory Synchronization
Preparing to Import Enterprise Resources
o Importing Resources from Active Directory o Importing Resources from Your Address Book o Verifying a Windows Account for a Resource o Preparing Custom Field Data
Importing Enterprise Resources
Deactivating an Enterprise Resource
Module 10 Initial Project Server Configuration
Configuring Project Server 2010
Setting High-Level Enterprise Functionality
o Changing the Project 2007 Compatibility Mode o Specifying Project Professional Versions o Specifying Enterprise Settings Options o Specifying Currency Settings Options o Specifying Resource Capacity Settings
o Specifying the Resource Plan Work Day Option o Specifying the Exchange Server Details Option o Specifying Task Mode Settings
Configuring Exchange Server Synchronization
o Determine the Account running the Queue Service for Project Server o Configure Exchange Server
o Create a Project Web App Account for each Exchange Client Access
Server
o Configure Exchange Users
o Configure a Project Web App User for Exchange Server Synchronization o Special Considerations for Test Environments
Configuring Alerts and Reminders
Setting Options for the OLAP Cube o Configuring the OLAP Database o Deleting an Existing OLAP Database
Configuring Event Handlers
Configuring the Quick Launch Menu
Module 11 Configuring Time and Task Tracking
Understanding Tracking
Defining Financial Periods
Defining Time Reporting Periods
Configuring Timesheet Options o Creating Line Classifications o Setting Timesheet Options
Configuring Administrative Time
Disabling the Timesheet Functionality
Setting the Task Tracking Method o Specifying the Tracking Method o Locking Down the Tracking Method o Setting the Reporting Display o Protecting User Updates
o Defining the Near Future Planning Window
Setting Up the Timesheet Page
Customizing the Tasks Page
o Using Percent of Work Complete
o Using Actual Work Done and Work Remaining o Using Hours of Work Done per Period
Tips for Using Tracking Methods
o Using Percent of Work Complete
o Using Actual Work Done and Work Remaining
Summary
Module 12 Configuring Project Server Security
Project Server Security Overview
Setting Organizational Permissions
Understanding Users vs. Resources
o Users and Resources Can Be the Same Person
Managing User Accounts
o Creating a New User Account o Editing User Information o Deactivating a User Account
Controlling Security with Groups and Categories o Associating Multiple Groups and Categories o Understanding Built-in Groups
o Understanding Built-in Categories
o Understanding Global Permissions and Category Permissions o Understanding Denied, Allowed and Not Allowed
o Understanding Permissions Cumulative Behavior
Managing Permissions through Groups o Creating a New Group
o Deleting a Group
Managing Permissions through Categories o Creating a New Category
o Deleting a Category
Using and Managing Security Templates o Creating a New Security Template o Deleting a Security Template
o Managing AD Synchronization for Groups o Resolving Common Security Requirements
Module 13 Building the Project Environment
Building the Project Environment
Importing Existing Projects and Templates o Publishing an Imported Project
o Changing the Project Owner and Status Manager
Building the OLAP Cube
Module 14 Creating and Managing Views
Understanding Views
Creating Gantt Chart Formats
Creating Grouping Formats
Managing Project Web App Views o Copying and Modifying Views o Deleting Views
Creating Custom Views in Project Web App o Creating a Custom Project View
o Creating a Custom Project Center View
o Creating a Custom Resource Assignments View o Creating a Custom Resource Center View o Modifying My Work Views
o Creating a Custom Resource Plan View o Modifying a Team Tasks View
o Creating a Custom Team Builder View o Modifying the Timesheet View
o Creating a Portfolio Analyses View
o Creating a Portfolio Analysis Project Selection View
Understanding Enterprise Views in Project Professional 2010 o Working with the Enterprise Global File
o Adding Custom Views to the Enterprise Global o Removing Pollution from the Enterprise Global
o Select or Create a Table o Select or Create a Filter o Select or Create a Group o Create the New Custom View
Creating Useful Enterprise Views
o Creating an Enterprise Duration Variance View o Creating an Enterprise Publishing View
o Creating an Enterprise Resource Sheet View
Module 15 Managing Project Sites
Introducing SharePoint
o Understanding the SharePoint Model
Managing the SharePoint/Project Server Connection o Managing Project Site Provisioning
o Managing Project Sites o Bulk Updating Project Sites
Modifying Project Sites
o Managing List and Library Metadata o Managing Views of List and Library Items o Managing List and Library Settings o Creating New Lists and Libraries o Creating and Editing Pages o Managing Project Site Settings
Module 16 Configuring Business Intelligence and Reporting
Reporting and Business Intelligence Overview
Reporting Architecture Overview o Relational Database Overview o OLAP Database Overview
Business Intelligence Center Overview
o Understanding the Business Intelligence Center Site o Built-In Microsoft Excel Reports Overview
o Business Intelligence Center Security Overview
Microsoft SharePoint Excel Services Overview
Working With the Built-In Microsoft Excel Reports o Excel Sample Reports Overview
o Excel Report Templates Overview o Excel Data Connection Files Overview
o Viewing the Sample Excel Reports in Your Web Browser o Opening the Sample Excel Reports with Microsoft Excel
o Creating a Custom Excel Report by Modifying a Sample Report o Creating a Custom Excel Report Based on a Template
o Common Methods of Modifying an Excel Pivot Report
o Creating a Custom Excel Report Using a Data Connection File
Working with SharePoint Dashboards o Creating a Dashboard Page
o Embedding Excel Data into a Dashboard Page
Module 17 Managing Project Server Day to Day
Supporting Project Server
Performing Database Management through PWA
Checking in Enterprise Objects
Deleting Enterprise Objects
o Deleting Enterprise Projects o Deleting Resources and Users o Deleting Status Report Responses o Deleting Timesheets
o Deleting User Delegates
Working with Administrative Backups
o Setting an Automatic Daily Backup Schedule o Backing Up Enterprise Objects Manually o Restoring Backed-up Objects
Changing or Restarting Workflows
Configuring and Managing the Queue o Understanding the Queue Process o Understanding Job States
o Working with the Manage Queue Jobs Page o Troubleshooting the Queue
o Configuring the Queue
Monitoring Project Server Licenses
Monitoring and Troubleshooting Project Server
o Working with Unified Logging Service (ULS) files o Using the Reliability and Performance Monitor