A SharePoint Developers Guide to Project Server

THE SHAREPOINT DEVELOPERS GUIDE TO PROJECT SERVER
SESSION CODE: OFS310
Brian Farnhill
Solutions Architect Extelligent Design
blog.brianfarnhill.com
Alexander Burton
Senior Consultant OBS
www.epmsource.com
(c) 2011 Microsoft. All rights reserved.

“It’s only a Service Application”

Agenda
An introduction to Project Server Development
Three common customisationscenarios
Call to Action & Resources
Questions and Answers

What is Project Server?
Synch to SharePoint
Sites
Demand Management
Communities
Composites
Portfolio Selection
BI & Reporting
Content
Insights
Resource Management
Project Team Collaboration
Search
The Business Collaboration Platform for the Enterprise and the Web
Schedule Management

Project Server Architecture
Project Professional
3rd Party Application
IE
SPF and SPS
Project Web Application
WCF Forwarder
Web Service
Forwarder
3rd Party Application
WFE
Web Services
WCF Service
SPF and SPS
App Server
Events
Queue
Business Objects
Data Access Layer (DAL)
Draft
Published
Reporting
Archive
Config
Content
MS SQL

What to tell the developers
Project Server is built on SharePoint, so a lot of the same rules apply
The Project Server SDK is your new best friend
Understand when to build and when to customise

SharePoint vs Project Server

BUILDING DEMAND MANAGEMENT WORKFLOWS
Common Customisation Scenarios

Demand Management in Project Server
Phases
Stages
Workflow
PDP

Project Server workflows
Built on top of SharePoint Workflow
Developed in Visual Studio 2010
Deeply tied with Project Server Configuration
Associated with a Enterprise Project Type

Propose a Project Idea
Does the Project require funding?
Team Lead Approval
Yes
Rejected
Approved
No
Project Approved
Project Cancelled

Demonstration
Workflow with Visual Studio 2010

Workflow considerations
Project Server allows workflows to be restarted
Need to consider coding ‘Skip to Stage’ logic
Must keep workflow and PS configuration in sync
Playbooks (Project Resource Kit)
DM Import / Export Solution Starter
Third Party solutions exist
Leverage the solution starters if you can
Dynamic Workflow
Morphing Workflow
Visualisation

Leveraging the Project Server Interface

PSI
Driver
Admin
Object Link Provider
WSS Interop
Project
Archive
Portfolio Analysis
Calendar
Queue
Workflow
Cube Admin
Resource
Custom Fields
Resource Plan
Events
Security
Lookup Table
Statusing
Notifications
Timesheet

Interfaces to the PSI
Two interfaces – ASMX web services and WCF Services
ASMX behave similarly to Project Server 2007
Must specify ?wsdl when adding reference
References must be made through the web app URL
Can’t use localhost as the URL
Project Professional and PWA use WCF
WCF is recommended for new applications
Object models are identical

Working with the PSI
Services exist within the SharePoint Web Services application (because it’s just a service app!)
These can not be called directly because of the claims-based authentication and custom WCF bindings on the web app
Project Server provides a router service through the main PWA web app to set as an end point

Common scenarios for PSI use
Pulling data from the reporting database
Consolidating PSI calls
Transforming data to pass to a third party app
Extending LOB systems with Project Server data

Demonstration
Leveraging the Project Server Interface

Project Server Interface Considerations
Love thy SDK and the great example code in it
Remember to take the queue into account
Plan use of the PSI carefully to avoid adding performance overheads to your servers

Project Workspaces

Project workspaces

Customising workspaces
Workspaces are just SharePoint site templates
Inherit from the PWS site definition
Site templates can be saved through the UI or hand crafted in Visual Studio
Custom features can be added to templates to build in additional functionality to workspaces

demonstration
Workspace customisation

Workspace considerations
Workspaces are based on a template
Limitations, such a web part connections will exist
Risk and Issue Lists
Don’t delete items
Don’t change choice field values
Instead override the content types
Leverage calculated fields
Bulk Update Project Sites is your friend

To review….
Many similarities
Three common customisation scenarios
Workflow
PSI
Workspaces
But where to next?

Call to action
Install the SDK
http://bit.ly/PS2010SDK
Review the Developer Curriculum
http://bit.ly/PSDevCur
Evaluate Project Server 2010
http://bit.ly/PSEval

Development Resources
Getting started with development for Project 2010 http://msdn.microsoft.com/en-us/library/gg607685.aspx
Project Server 2010 Programming Tasks http://msdn.microsoft.com/en-us/library/ee767703.aspx
Developing Project Server Workflows http://msdn.microsoft.com/en-us/library/ee767694.aspx
PSI Reference http://msdn.microsoft.com/en-us/library/ms488627.aspx
Project 2010 SDK http://msdn.microsoft.com/en-us/library/ms512767.aspx
Project 2010 Resource Kit http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=22810
Project Server 2010 Solution Starters http://archive.msdn.microsoft.com/P2010SolutionStarter
Project 2010 Customisation and Programming Forum http://social.msdn.microsoft.com/Forums/en-US/project2010custprog/

Key Project Resources http://www.microsoft.com/project

“It’s only a Service Application”

Question & Answer Session

Content Slide
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A SharePoint Developers Guide to Project Server

by Alexander Burton on Sep 05, 2011

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A SharePoint Developers Guide to Project Server — Presentation Transcript