SPSTCDC - Project Server and SharePoint 2010 - Together Forever

Together Forever:Project Server and SharePoint 2010
SharePoint Saturday New York City
July 2011Chris McNulty / Amy Talhouk

Together Forever – Project Server and SharePoint (S2B-106)Architect – 300
Chris McNulty
KMA
Welcome to SharePoint Saturday—The Conference

Welcome to SharePoint Saturday—The Conference
Thank you for being a part of the first SharePoint Saturday conference
Please turn off all electronic devices or set them to vibrate.
If you must take a phone call, please do so in the hall so as not to disturb others.
Open wireless access is available at SSID: SPSTC2011
Feel free to “tweet and blog” during the session
Thanks to our Diamond and Platinum Sponsors:

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)

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

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
Agenda

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)
Why should we care?

EPM – Enterprise Project Management
PWA – Project Web Access
SSRS – SQL Server Reporting Services
SSA – Shared Service Application
SSAS – SQL Server Analysis Services
OWA – Office Web Applications
VORP -- Value Over Replacement Player
Terminology

Six Stage Maturity Model
Portfolio
Formalized project approval
Detailed Resource planning, capacity, and optimized forecasting
http://blogs.kma-llc.net/microknowledge/2009/08/project-management-evolution-and-microsoft-sharepoint-solutions.html

Maturity Level - None
No shared understanding of what a project is or how work is organized

Simple tracking systems
Excel File
SharePoint List
SharePoint Document Library
Typically one person maintains a list for others to read
Maturity Level - Tracking

SharePoint Team site
Calendar, Task List, Risk List, Documents, etc.
Project team all works with data
Little use outside project teams
Not just the PM!
Maturity Level - Collaboration

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

Financial management
Portfolio level reporting
Centralized issue and status reporting
Project Server 2010
SharePoint Team site
Dashboard
Outside users use/add to project data
Project Maturity Level - Management

Demand management
Resource forecasting
Project Maturity Level - Portfolio

Where are you now???
Portfolio

Getting there…

The decision whether to move to Project Server 2010 is related to the following factors:
Maturity
Complexity
10 projects, 30 lines
Portfolio size
Resource management
Dashboards and reporting
Governance!!!
Project Server – Why or Why Not?

Microsoft SharePoint 2010
Ribbon UI
SharePoint Workspace
SharePoint Mobile
Office Client and Office Web App Integration
Standards Support
Business Connectivity Services
InfoPath Form Services
External Lists
Workflow
SharePoint Designer
Visual Studio
API Enhancements
REST/ATOM/RSS
Sites
Tagging, Tag Cloud, Ratings
Social Bookmarking
Blogs and Wikis
My Sites
Activity Feeds
Profiles and Expertise
Org Browser
Communities
Composites
PerformancePoint Services
Excel Services
Chart Web Part
Visio Services
Web Analytics
SQL Server Integration
PowerPivot
Content
Insights
Enterprise Content Types
Metadata and Navigation
Document Sets
Multi-stage Disposition
Audio and Video Content Types
Remote Blob Storage
List Enhancements
Search
Social Relevance
Phonetic Search
Navigation
FAST Integration
Enhanced Pipeline

Project 2010 Investment AreasWorkManagement Solutions for Individuals, Teams and the Enterprise

But do you remember…

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
Simple and Intuitive User Experience
Unified Project and Portfolio Management
Scalable and Connected Platform
Enhanced Collaborationand Reporting

User Experience Web-based Project Editing brings the power of Project Professional to the browser
Familiar Ribbon
Online Project Editing
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
Manual Scheduled Tasks
Task with End Date Only
Reminder Notes

Collaboration and ReportingSimplified single entry mode for time reporting and statusing
Improved user experience
Single entry mode to unify timesheet entry and task statusing
Consolidated Approval Center
New User Delegation
Improved Timesheet Experience
Single Entry Mode Option

Collaboration & ReportingSimply create powerful reports and dashboards
Business Intelligence Center
Build Powerful 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
Best Practice Report Templates
Customize in Excel
Excel Services Webparts

Collaboration and ReportingSharePoint Sync to Project Server 2010
SharePoint
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

Microsoft Project 2010Scalable and Connected Platform
Extend Interoperability
Simplified Administration
Rich Platform Services
Developer Productivity

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

Program/Platform Support
Programmable
Project Server Interface (PSI) 2010 backward compatible with 2007 methods
Enhanced PSI includes project and portfolio capabilities
Deployable
Remove ActiveX® dependency
Scalable
Built on SharePoint 2010
Project Server 2010 64-bit
Project (Std & Prof) 32-bit & 64-bit

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

DEMO – Project Server
Demand Management
Plan Creation
Task Updates

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

The carousel paradox…

“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
SQL Server Reporting Services (SSRS)

Dashboard Designer (browser downloadable)
Integrates Excel Services, SSRS, and Performance Point Elements
Self service modeling
Decomposition Tree
Ideal for SSAS but also work with standard data sources (lists, SQL)
Requires true SQL development to build and maintain cubes for KPIs and scorecards
If you have Project Server you already have cubes!
PerformancePoint 2010

Database relationships

DEMO
BI and PerformancePoint

Architecture and Design

Install SP Enterprise first, then Project Server
Use SQL 2008 R2
Reporting Services
SharePoint Integrated
Project Server CAL costs more $$$$
Server design

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
Sizing - Medium Farm

Farm level
Web applications
Independent top level URLs
Run inside IIS pools
Consume shared services and admin from the farm or other farms
Site collections - PWA
Project Web Application is a Site Collection!
Security, branding, database frontier
Contain single sites or site hierarchies
Sites
Group related SharePoint elements (lists, libraries, pages, web parts)
One for each project
Top Level Logical Components
42

The 2007 Shared Services Provider has been broken up; each of its elements is now a Shared Service Application
Mix and match as needed
In 2010, administration can be delegated
Unlikely to delegate Project SSA outside IT!
Shared Service Applications

Project SSA Console
Set up PWA site collections
Unlikely to delegate Project SSA outside IT!

The two faces of PWA Administration

SharePoint Site Settings
“Top Left”

PWA Server Settings
“Bottom Left”

Dark Secrets of PWA

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
Write once (Project 2010), read many (PWA)
Share edits with PWA, Tasks instead of sharing the full plan
Project Server Usage Tips

Project Server Accounts (Project Client)
Patching
Admin backups
Engineer for BI Success
SQL Analysis Services
SQL Reports Integrated
Performance Point / Secure Store Services
Best engineering practices

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, http://blogs.msdn.com/b/sharepoint/ and consolidates the latest patch news at: http://technet.microsoft.com/en-us/sharepoint/ff800847.aspx
Also, I tabulate all the patch versions and build numbers on my blog at http://blogs.kma-llc.net/microknowledge/version-build-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 ***
Patching

Patching – High Level Process

SharePoint Coverage Across the Maturity Model

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?
The more you know, the more you succeed!
Project Server Success Factors

Where will you be?
Portfolio
= Project Server 2010
http://blogs.kma-llc.net/microknowledge/2009/08/project-management-evolution-and-microsoft-sharepoint-solutions.html

From Microsoft:
EPM: http://www.microsoft.com/project
SharePoint 2010 site: http://sharepoint.microsoft.com
SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
Project Blog: http://blogs.msdn.com/project
From KMA (www.kma-llc.net)
Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)
White papers, blogs, presentations, news, and events
From Me
SharePoint Saturday the Conference
Friday 4:30pm S5A-104 - Admin 101/SharePoint SpeedMetal (CE Forum)
Saturday 9:30am S1A-101 - A decade of SharePoint Adoption Best Practices
Saturday 11:30am S2B-104 - See Beyond The Numbers: Data Visualization & BI in SharePoint 2010
Saturday 3:00pm S4A-101 Playing Tag - Managed Metadata and Taxonomies in SharePoint 2010
New Jersey SharePoint User Group September 14 (Business Intelligence)
SharePoint Saturday NH – September 24, 2011 (Business Intelligence)
KMWorld DC October 2011 (IT)
Resources - General

Questions?
Evaluations
Contact Me
Prizes! Follow @kmallc for the code word!

Chris McNulty
Email cmcnulty@kma-llc.net
Blog http://blogs.kma-llc.net/microknowledge
Twitter: @cmcnulty2000
LinkedIn:http://www.linkedin.com/in/cmcnulty
Thank you…

Thanks to Our Other Sponsors!
Thanks to our Sponsors

Session Evaluation
Please complete and turn in your Session Evaluation Form so we can improve future events. Survey can be filled out at:
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Presenter: Chris McNulty
Session Name: Together Forever - Project Server /SharePoint
Session No.: S2B-106

SPSTCDC - Project Server and SharePoint 2010 - Together Forever

by Knowledge Management Associates, LLC on Aug 15, 2011

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SPSTCDC - Project Server and SharePoint 2010 - Together Forever — Presentation Transcript