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SPSNY project server 2011


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  • 1. Together Forever:Project Server and SharePoint 2010SharePoint Saturday New York CityJuly 2011Chris McNulty / Amy Talhouk
  • 2. About KMA• Founded 1995 – 29 employees – 4 partners, including 2 co-founders• Principal lines of business: • Professional Services – SharePoint Consulting – SharePoint Managed Services – Custom Application Development • Software Product – Mekko Graphics advanced charting software• Roots in academia (MIT, Harvard, BU)
  • 3. Chris McNulty• KMA SharePoint Practice Lead/Manager• Working with SharePoint technologies since 2000/2001• 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)• MBA in Investment Management from Boston College Carroll School of Management• Write and speak often on Microsoft IW technologies (blogs & books)• Microsoft MCSE/MCTS/MSA/MVTSP• Hiking, cooking, playing guitar, colonial history, photography• My family: Hayley, three kids (16, 7, 4) and my dog Stan
  • 4. I live outside Boston…
  • 5. But I’m from here…
  • 6. Amy Talhouk • KMA Associate focused on Project Management, Business Analysis and building our PMO • Boston University School of Management • BA in Finance • Masters in Management Information Systems • 15 year IT Professional focused in Financial Services Software Development and Consulting • Supported and promoted SharePoint and Project Server in various capacities since 2004 • Avid cook and mother of 15 year old twins!
  • 7. Why should we care?• Too many projects• Different audiences needing different information• Don’t know what people are working on, what we can deliver and when• Regenerating the same data over and over manually (email a spreadsheet around)• Resources teams don’t know what to work on next• No two project plans look alike• Every estimate is different• Process can’t grow to accommodate more demand• No history of what issues we can learn from• No common understanding of project constraints (resource, time, cost)
  • 8. Agenda• Six stage maturity model relative to 2010• Project Server Platform Overview• Dashboards and Reporting• Project Server Architecture and Design• Questions & Answers• Summary, resources and next steps
  • 9. Terminology• EPM – Enterprise Project Management• PWA – Project Web Access• SSRS – SQL Server Reporting Services• SSA – Shared Service Application• CAL – Client Access License• SSAS – SQL Server Analysis Services• BI – Business Intelligence• OWA – Office Web Applications• PMO – Project Management Office• VORP -- Value Over Replacement Player
  • 10. Six Stage Maturity Model Portfolio • Formalized project approval Management • Detailed Resource Planning planning, capacity, • Financial management of and optimized • Standardized forecasting maintenance of project activity Collaboration across multiple project plans, tasks, • Web-based resources and projects collaboration for schedules • Centralized issue Tracking project teams on and status reporting tasks and • Simple tracking documents systems to define list of activeNone projects, shared folder for• No systems documents or process, no control over what projects are active
  • 11. Maturity Level - Tracking• Simple tracking systems • SharePoint List • SharePoint Document Library
  • 12. Maturity Level - Collaboration• SharePoint Teamsite – Calendar – Task List – Risk List – Contacts – Documents – Announcements
  • 13. Project Maturity Level - Planning• Standardized maintenance of project plans, tasks, resources and schedules – Project 2010 – SharePoint Team Site• Enhanced task/Project synchronization in SharePoint 2010 SP1 – 1 Plan = 1 Task list – “Free-form” resource definitions and security• Project Server (maybe?)
  • 14. Enhanced Collaboration and Reporting SharePoint Sync to Project Server 2010SharePoint Task List • Lightweight collaboration through SharePoint Tasks list • Sync SharePoint Tasks into Project Server to drive enterprise Resource Management and Reporting • Take advantage of richer Project Management capabilities using Project Server Project Server 2010 Project Plan
  • 15. Project Maturity Level - Management• Financial management• Portfolio level reporting• Centralized issue and status reporting – Project Server 2010 – SharePoint Team site – Dashboard
  • 16. DEMO – SharePoint forProject Management
  • 17. Project Server – Why or Why Not?The decision whether to move to Project Server2010 is related to the following factors: – Maturity – Complexity • 10 projects, 30 lines – Portfolio size • Rule of Thumb >$5m – Resource management • Need to allocate 25% for maintenance and firefighting? – Dashboards and reporting – Governance!!!
  • 18. Microsoft Platform Overview• Overview• Project 2010 Investment Areas – Unified Project and Portfolio Management – Simple and Intuitive User Experience – Enhance Collaboration and Reporting – Scalable and Connected Platform
  • 19. Microsoft SharePoint 2010 Ribbon UI SharePoint Workspace SharePoint Mobile Office Client and Office Web App Integration Business Connectivity Services Standards Support InfoPath Form Services External Lists Workflow SharePoint Designer Sites Tagging, Tag Cloud, Ratings Visual Studio Social Bookmarking API Enhancements REST/ATOM/RSS Composites Communities Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org BrowserPerformancePoint Services Insights ContentExcel ServicesChart Web PartVisio ServicesWeb Analytics Enterprise Content Types Search Metadata and NavigationSQL Server IntegrationPowerPivot Document Sets Multi-stage Disposition Social Relevance Audio and Video Content Types Phonetic Search Remote Blob Storage Navigation List Enhancements FAST Integration Enhanced Pipeline
  • 20. Project 2010 Investment Areas
  • 21. But do you remember…
  • 22. SharePoint and Project Server
  • 23. Microsoft Project 2010Unified Project & Portfolio Management Single server with end to end PPM capabilities Flexible project capture and initiation Enhance governance through workflow Powerful portfolio selection analytics
  • 24. Microsoft Project 2010Simple and Intuitive User Experience Ribbon UI and Backstage view Intuitive Excel-like behavior Timeline and Team Planner views Web-based project editing
  • 25. User ExperienceWeb-based Project Editing brings the power ofProject Professional to the browser Easily create schedules and conveniently update projects online Flexible scheduling puts you in control of the plan Add more than 100 tasks and assign multiple resources per task Gain insight through multi-level undo and change highlighting
  • 26. Microsoft Project 2010 Enhanced Collaboration and Reporting Sites Built on SharePoint Server 2010 Connect teams with SharePoint SyncComposites Communities Better time and status reporting Easily create reports and dashboards Insights Content Search
  • 27. Collaboration and ReportingSimplified single entry mode for time reportingand statusing • Improved user experience • Single entry mode to unify timesheet entry and task statusing • Consolidated Approval Center • New User Delegation
  • 28. Collaboration & ReportingSimply create powerful reports and dashboards • Quickly create reports from predefined and localized best practice templates • Customize in Excel and render through Excel Services • Create powerful audience based dashboards to monitor portfolio performance
  • 29. Microsoft Project 2010Scalable and Connected Platform Extend Interoperability Simplified Administration Rich Platform Services Developer Productivity
  • 30. Simplified Administration • Centralized administration – One stop console for managing both project and portfolio management capabilities • User Delegation – Easily specify colleagues to act as your delegate when out of the office • Departmental Fields – Provide a level of autonomy while maintaining enterprise standardization and control • Cube Administration – Enhanced administration interface to visualize status and manage cubes
  • 31. SharePoint 2010/Project ServerSummary Highlights • Demand management and workflow • Web-based editing of plans • SharePoint sync for light plan publishing • Integrated timesheets/status • PerformancePoint/Excel Services BI integration • Simplified administration • SharePoint Enterprise – BI, search, profiles, workflow, ECM, InfoPath, MMS, OWA, scale, etc. all integrated
  • 32. DEMO – Project Server• Demand Management• Plan Creation• Task Updates
  • 33. EPM Business Intelligence Goals • Answering the known questions about our project portfolio • Allowing users to self- discover patterns and answers to questions we haven’t yet been asked
  • 34. The carousel paradox…
  • 35. SQL Server Reporting Services (SSRS)• “Code free” integrated solution (with SQL 2008 R2) – (can also use Business Intelligence Developer Studio)• SharePoint integrated mode preferred• Export contents to Excel, Word, etc.• Reuse in Performance Point Dashboards (36)Twitter hashtag: Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsnyc
  • 36. PerformancePoint 2010• Dashboard Designer (browser downloadable)• Integrates Excel Services, SSRS, and Performance Point Elements• Sophisticated self service modeling and dashboards• Decomposition Tree to explore data sets• Ideal for SSAS but also work with standard data sources (lists, SQL)• Requires true SQL development to build and maintain SSAS cubes for KPIs and scorecards• If you have Project Server you already have cubes! (37)Twitter hashtag: Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsnyc
  • 37. Database relationships SharePoint Sites Publish Cube Rebuild Draft Edit/Save/Publish Published Publish Reporting Ad Backup mi nB Cube Rebuild ack up Archive Analysis Services
  • 38. DEMO –PerformancePoint
  • 39. Architecture and Design
  • 40. Server design• Install SP Enterprise first, then Project Server• Use SQL 2008 R2• Install Reporting Services – SharePoint Integrated• Project Server CAL costs more $$$$
  • 41. Sizing - Medium Farm• Typical Roles: • 100-10,000 users • 10,000 – 1MM documents• Scenarios • Enterprise Project Management • Enterprise portal • Large scale collaboration • Broader applications platform • Larger external search pool • Mix and match internal external front end servers on common content databases
  • 42. Top Level Logical Components• Farm level• Web applications • Independent top Web Applications level URLs • Run inside IIS pools Site Collections - PWA • http://intranet Consume shared services and admin from the farm or Site Hierarchies Sites - Projects other farms Lists Libraries Pages Web Parts• Site collections - PWA http://centadmin Single Sites (MySite) • Security, branding, database frontier • Contain single sites or site hierarchies• Sites • Group related SharePoint elements (lists, libraries, pages, web parts) • One for each project 43
  • 43. Shared Service Applications• The 2007 Shared Services Provider User Profiles has been broken Search Metadata up; each of its elements is now Excel Calc a Shared Service Project Application• Mix and match as needed• In 2010, administration can be delegated http://globalweb http://itportal – Unlikely to delegate Project SSA outside IT!
  • 44. Project SSA Console• Set up PWA site collections• Unlikely to delegate Project SSA outside IT!
  • 45. The two faces of PWA Administration
  • 46. SharePoint Site Settings“TOP LEFT”
  • 47. PWA Server Settings“BOTTOM LEFT”
  • 48. Best administration practices• Write once (Project 2010), read many (PWA)• Share edits with PWA, Tasks instead of sharing the full plan• Project Server Accounts (Project Client)• Patching• Admin backups
  • 49. Dark Secrets of PWATwitter hashtag:
  • 50. Project Server Tips• Enterprise Fields ≠ Managed Metadata• SharePoint Security Groups ≠ Project Security Roles• Check in, check out – Force check-in (PWA Settings)• Cache clear (Project) – Its hidden for a reason! – Don’t exit w/o saving
  • 51. Patching• Release Cycle – Major Service Packs 6-12 Months – Aggregated Cumulative Updates every two months.• Announcements – Microsoft usually announces them on the SharePoint Team MSDN blog, and consolidates the latest patch news at: – Also, I tabulate all the patch versions and build numbers on my blog at numbers/• Service Packs are usually directly available for download.• For Cumulative Updates, you have to supply an email address, and you’ll be sent a link to a password encrypted download file.• Platforms: – SharePoint Foundation 2010 – SharePoint Server/Project Server 2010 ***
  • 52. Patching – High Level Process • SharePoint FoundationPatch • SharePoint Server – Project ServerPatch • Run SharePoint Products and Technologies Wizard • (Or psconfig) • Sequential Application to Central Admin, Application Server(s), Web FrontDeploy End Servers
  • 53. SharePoint Coverage Across the Maturity ModelStage Excel/Word SharePoint Project Project SvrNone X X X XTrackingSimple lists √ ? X XCollaborationWeb tasks & docs √ √ X XPlanningStandard resources/plans √ √ √ ?ManagementCost mgmt, issues, status reports ? √ √ √PortfolioDemand mgmt, resource forecasts ? √ √ √ (55)Twitter hashtag: Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsnyc
  • 54. Project Server Success Factors• What is a project?• What are my projects• How do we run projects?• Who’s on my team?• What tools and templates do I want to use?
  • 55. Where are you now? Where will you be? Portfolio • Formalized project Management approval • Detailed Resource Planning • Financial planning, capacity, • Standardized management of and optimized maintenance of project activity Collaboration across multiple forecasting project plans, tasks, • Web-based resources and projects collaboration for schedules • Centralized issue Tracking project teams on and status reporting tasks and • Simple tracking documents systems to define list of active None projects, shared folder for • No systems documents or process, no control over what projects are = Project Server 2010 active (57) Twitter hashtag: Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsnyc
  • 56. Resources - General• From Microsoft: – EPM: – SharePoint 2010 site: – SharePoint Team Blog: – Project Blog:• From KMA ( – Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.) – White papers, blogs, presentations, news, and events• Chris – SharePoint Saturday the Conference August 11-13 (MMS, BI, EPM, IT, Adoption) – Connecticut SharePoint User Group August 10 (Business Intelligence) – New Jersey SharePoint User Group September 14 (Business Intelligence) – SharePoint Saturday NH – September 24, 2011 (Business Intelligence) – KMWorld DC October 2011 (IT)• Amy • SharePoint Saturday NH – September 24, 2011 (Project Server)
  • 57. • Questions?• Evaluations• Contact Us• Prizes! Follow @kmallc for the code word!• #SharePint – NY Hilton
  • 58. Thank you…• Chris McNulty – Email – Blog – Twitter: @cmcnulty2000 – LinkedIn:• Amy Talhouk – Email – Twitter: @atal64 – LinkedIn: