MSPC12 - Integrating SharePoint & Project Server 2010 - Giles Hamson (#PC324)

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PC324 - Partner: Corporate Project Solutions - The key focus of this session is to understand three popular approaches to implementing SharePoint and Project Server together and the key benefits to each method.

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MSPC12 - Integrating SharePoint & Project Server 2010 - Giles Hamson (#PC324)

  1. 1. Integrating Project Server & SharePoint2010Deployment Approaches, Integration Options& making the most of the SharePoint Enterprise Features
  2. 2.  After attending this session you will understand the different approaches to implementing SharePoint and Project Server together and the key benefits to each method. In addition you will also takeaway:  Understanding how SharePoint and Project Server work together  Using the enterprise features of SharePoint to leverage Project Server data  How SharePoint and Project Server techniques differ and can cause issues with implementation
  3. 3.  Brief history of Microsoft Project / Project Server Deployment approaches Integration and consistency Breaking the rules Questions
  4. 4. 1991 – Project for Windows 1991 – Project 2000 – Project Central1992 – Project 3.0 1993 – Project 4.0 2002 – Project Server 2002 (STS 1.0)1993 – Project 4.01995 – Project 4.1a 2003 – Project Server 2003 (WSS 2.0)1998 – Project 98 (9.0) 2007 – Project Server 2007 (WSS 3.0)2000 – Project 2000 (10.0) 1984 – Project 1.0 2010 – Project Server 2010 (SPS 2010)2002 – Project 2002 (11.0) 1985 – Project 2.02003 – Project 2003 (12.0) 1986 – Project 3.02007 – Project 2007 (13.0) 1986 – Project 4.02010 – Project 2010 (14.0)
  5. 5.  Standard Project Web App (PWA)  Project Sites in the PWA Site Collection  Risk, Issue, Deliverable lists  Project Documents library
  6. 6.  Project Team Sites created on plan  List data BI is limited to cube data publish  Risk / Issue roll ups including custom Integration with Project Professional fields not easy without customisation client  Changes made to future project site templates not added retrospectively  Site Content Types can be used but w/o SharePoint Designer Workflows
  7. 7.  Standard Project Web App (PWA)  Project Sites under a separate Site Collection  No coding required to user new site collection
  8. 8.  Project Team Sites created on plan  Integration features break if custom publish content types used in standard Standard master page can be PS2010 lists changed to allow for custom design  Changes made to future project site Roll ups via Content Query Web Part templates are not added Site Content Types can be used with retrospectively SharePoint Designer Workflows
  9. 9.  Centralized soft data libraries and filtered dashboards for “Project Sites”  Using the enterprise features to connect to Project Server via the BDC and ensure the plan GUID and associated metadata is tagged against all items  All list items tagged with:  Project  Programme  Division Standard Project Web App (PWA)  Project Sites disabled More development required  Flexible approach but requires PM maturity  Ideal if requirements cannot be defined up front
  10. 10.  Cross project, Programme & Division  Integration features break because standard based reporting becomes easier using content types cannot be used* standard features:  For customers mature in PM practices  List Views where standard project sites are limiting.  Requires customisation to provide  Filters consistent look and feel  Chart Web Part etc…  Standard SharePoint functionality Changes made to lists and dashboard problematic pages are across all projects /  alerts, personal views, project / programmes new and old. programme based permissions.
  11. 11.  EPM and SharePoint  Requirements for EPM  Requirements for EPM are capability is new to the include workflow around high level but project business soft data to support the management maturity is business high You can transition to  Custom look and feel  Dashboards need to be separate site collections required for corporate style created dynamically and once maturity has been guidelines used across all projects gained
  12. 12.  Project Server Interface (PSI) Caution  Project  Not all functions in Project Server  Resource and Project Professional are  Timesheet available + others  In particular baselines Project Server Event Handlers (run on save and publish events)  http://www.nintex.com/en-US/Products/Pages/NintexWorkflowForProjectServer2010.aspx Project Server Workflows (Nintex & UMT offer WYSIWYG options)  http://www.umt.com/products.aspx Examples…
  13. 13.  Resource pool synchronization ERP CPS Resource Resource PSI (Dynamics / Sync (Project Server SAP) (Scheduled) Interface) Project Server
  14. 14.  Timesheet population (contracted hours) JavaScript interacting with Resource PSI JSGrid Control Contracted Hours & Status Bar
  15. 15.  Timesheet population (contracted hours)
  16. 16.  1. Out of the box  The Master Page cannot be edited (not supported by Microsoft)  SharePoint Designer 2010 will not connect to Project Web App 2. Separate site collection  Site collection master page editable in project sites  Project site owners can change the theme of project sites 3. Centralized lists  Site collection master page editable in project sites Feature  Look and feel controlled by Administrator / Developer Add jQuery / CSS to AdditionalPageHead So what can we do? placeholder
  17. 17.  Project Server has been built with BI in mind  Reporting Database  Data from plans and standard project sites are available on the publish of plans  Almost real-time reporting of Plan, Resource and Timesheet data  Chart Web Part, Reporting Services, Excel Services, PowerPivot, Visio Services and list views can all be used to surface the data
  18. 18. Reporting with Project Server 2010 Whitepaper: http://go.microsoft.com/fwlink/p/?LinkId=215299
  19. 19. Reporting with Project Server 2010 Whitepaper: http://go.microsoft.com/fwlink/p/?LinkId=215299
  20. 20.  Analysis Service Cube  Built to a schedule (Typically daily over night)  Provides time phased reporting without any customisation  Perfect for PerformancePoint (now included as standard as part of SharePoint Server 2010 Enterprise), Chart Web Part and Analysis Services Filters
  21. 21. Reporting with Project Server 2010 Whitepaper: http://go.microsoft.com/fwlink/p/?LinkId=215299
  22. 22.  I/O on the WFE server is a lot more intense than SharePoint  Memory usage due to PSI calls, Project & Timesheet queues  All on top of SharePoint standard functionality Disk I/O on SQL Server due to Save, Publish, Reporting Database BI  Imagine hundreds of Project Managers hitting publish at once  For each plan 3 databases are being saved to.  Tens of thousands of rows
  23. 23.  If this sounds like an unlikely scenario…  Imagine timesheets linked to plans (Single Entry Mode).  Timesheets entered and approved on a weekly basis.  Plans should be up to date for Team Members to assign actuals against planned work. Number of Unique Visitors 500 450 400 350 300 250 200 150 Number of Unique Visitors 100 50 0 5-Feb-12 7-Feb-12 9-Feb-12 1-Feb-12 2-Feb-12 3-Feb-12 4-Feb-12 6-Feb-12 8-Feb-12 31-Jan-12 11-Feb-12 13-Feb-12 15-Feb-12 17-Feb-12 19-Feb-12 21-Feb-12 23-Feb-12 25-Feb-12 10-Feb-12 12-Feb-12 14-Feb-12 16-Feb-12 18-Feb-12 20-Feb-12 22-Feb-12 24-Feb-12 26-Feb-12 27-Feb-12 28-Feb-12 29-Feb-12
  24. 24.  To combat this:  Physical hardware or dedicated virtual hosts are recommended  Virtualisation should not have stepped performance based on demand.  Ensure network performance between WFE and DB is fast  Ensure I/O performance on SAN’s are optimum  Ensure RAM and Processor is suitable for the task  Follow Microsoft Best Practice on Project Server capacity planning:  http://technet.microsoft.com/en-us/library/ff686784.aspx
  25. 25.  Resource Pool  Users are not part of the User Profile service or even Active Directory  Display name must be unique and is used through out Project Server  Active Directory users are linked to a user resource  An AD username can only be linked to a single resource  NB: The AD username must exist to validate after June 2010 Cumulative Update  Forms Based Authentication can be used but is known to have issues with certain web parts and is not recommended within PWA
  26. 26.  Permission Model  Completely separate to the SharePoint permission model  Special Project Server SharePoint groups are synchronised within the Project Site on every plan publish  If a user is on the project team (Build Team within the client), they are automatically assigned Team Member rights to the project site  Team Member is typically a Contribute user within the Project Site  The owner of the plan is considered the Project Manager  Project Managers have Owner access to the Project Site  Synchronisation process deletes and recreates rather than handling delta’s
  27. 27.  Browser Compatibility (Project Web App)  Officially IE7, IE8 only support at RTM  SP1 introduced:  IE9 support  Standard SharePoint browser support (Firefox 3.6+, Safari 4.0+, Chrome) for team member functionality (My Reminders, My Risks & Issues, Task Updates & Timesheet Entry)  NB: This includes exporting out the web parts and placing them into a standard SharePoint site collection  http://technet.microsoft.com/en-us/library/ff631137.aspx Project Web App cannot be customised using SharePoint Designer  Changing the Master Page (although possible) is not supported in Project Server Feature Add jQuery / CSS to AdditionalPageHead placeholder
  28. 28.  Plan integration with Team Sites  Feature stapled upon project site creation  Feature creates:  Risk, Issue and Deliverable list  My Risks and Issues & My Reminders web part dependant on list content type, list name and column names  NB: If names are changed within the list, functionality breaks  Project Documents library  Applies event handlers code to lists update the Draft database with deliverable details Project Web App quick launch  Managed by custom Project Server admin interface with changes applied by a timer job upon save.
  29. 29.  Deployment approach 3 in practice Further Reading  8 Billion reasons why ARM chose Project  Project Server Capacity Planning: Server 2010 (Twitter: #PC301)  http://technet.microsoft.com/en- us/library/ff686784.aspx Each approach is valid but maturity  Plan Browser Compatibility: assessments are required before  http://technet.microsoft.com/en- implementation us/library/ff631137.aspx  Project Management & Technology  Reporting with Project Server 2010:  http://go.microsoft.com/fwlink/p/?LinkI d=215299 Reporting is the key to a successful implementation with user adoption

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