Microsoft EPM ARS 2007/2010 is one of the Business productivity add-on solutions/tools for Microsoft EPM/SharePoint. - Make the most of your existing investments in Microsoft EPM/SharePoint. - Helps improve adoption of the overall Microsoft EPM/SharePoint Solution. - Manage complete project life cycle including archiving completed projects. - End-user self-service capability for archiving & recovery without losing access to associated project workspaces/artefacts. - Improve system performance by keeping live data streamlined. For more information: http://www.projectsolution.co.uk/contactus.html

1. Microsoft EPM Archive & Recovery Solution (ARS)
Presented by, David Smith
(Project Solution Ltd, Business Development Manager)
Email: DSmith@projectsolution.co.uk
Web: www.projectsolution.co.uk
Connecting People to Business Processes
Presented by, David Smith and PJ Mistry
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2. Microsoft EPM Project Archive & Recovery Solution (ARS) - Benefits
Key Business Benefits;
 Improved end-user adoption
Of EPM and SharePoint investment, as result of reduced
‘clutter’ of old completed projects. Follow complete life
cycle of project including archiving completed projects.
 Self-service Archive & Recovery
End-Users can Archive & Recover their own projects
reducing Admin effort/Help Desk calls!
 Mass Archive & Recovery by Administrators
 Continued access to project artefacts
even after archiving completed projects. Improves adoption
of SharePoint Sites/Workspaces.
 Improved reporting capability by reducing
‘clutter’ of completed Projects.
 Streamlined system with improved backend
service performance.
 Improved live data Disaster Recovery
as result of streamlined system/DBs; remote DR site log
shipping sizes etc.
Get the most out of your existing investments! Improve Adoption!
Presented by, David Smith and PJ Mistry
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3. Microsoft EPM Project Archive & Recovery Solution (ARS) - Modules
1) Archive Console (Admin) 2) Recovery Console (Admin)
 Mass archiving tool. Used on the App server.  Mass recovery tool. Used on the App server.
 Used only by EPM Administrators  Used only by EPM Administrators
 Filter for projects by user configurable attributes.  Filter for projects by user configurable attributes
 Upload a list of project names to archive  Only project archived by solution will be shown.
 Choice of Archiving associated workspaces along with  Recover projects and workspaces
project schedules. Batch of 100s.  Auto publish projects after restore to Draft.
 Record project attributes to aid easy recovery.  Re-links the projects to associated workspaces
 Automatic clean-up of other system backups (optional) (whether previously archived or not).
3) Auto-Archiving for Project Owners 4) Archive Project Centre
 Allows project owners to trigger the project (and  Assigned Team Members and Project Owners will be
workspace) archiving process based on selected able to continue working with project artefacts within
project attribute on check-in event. workspaces (whether archived/moved or not) of
 The Project check-in triggers the archiving process and associated archived project schedules.
recording the required attributes to aid easy recovery.  Only projects that are archived by this solution (ARS)
 Automatic clean-up of other system backups (optional) will be listed i.e. system backups are not listed.
 Only Project Owner can restore own projects.
Fully configurable and simple to use! Maps to your EPM Processes!
Presented by, David Smith and PJ Mistry
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4. Scenario: Mass Archiving (M1)
Load projects from server > filter
Load projects from file
Presented by, David Smith and PJ Mistry
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5. Microsoft EPM ARS – Mass Archiving of Project & Workspaces
Projects & Workspaces Archive Project Centre
Documents
Tasks
Mass Archive based on; Risks
- List of Project Names Issues
- Project Attributes e.g. Status, Phase etc.
Archived data
Change
- Owners/ Project Managers Reports
- Completed Projects
Project Team
Continued Access to Archived
Project Artefacts
Recovery of Archived
Project by Project
Manager/Owner
EPM ARS
Project & SharePoint
Services
Archive Stores
Presented by, David Smith and PJ Mistry
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6. EPM ARS – Mass Archiving of Projects & Workspaces (M1)
1. Load all projects from
the EPM Instance.
2. Load list of projects
from file.
3. User Configured Search
Parameters.
Use selection criteria for
filtering/short listing
projects list.
4. Optionally, choose to
filter for completed
projects.
During the first loading
of projects, all required
attributes are cached
enabling quick filtering
during subsequent use
of selection criteria.
Presented by, David Smith and PJ Mistry
Slide 6
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7. Scenario: Mass Recovery (M2)
Load projects from server > filter
Load projects from file
Presented by, David Smith and PJ Mistry
Slide 7
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8. Microsoft EPM ARS – Mass Recovery of Projects & Workspaces
Documents
Tasks
Risks
Issues
Mass Restore based
on List of Projects Change
Mass Restore based Reports
on Project Attributes
Mass Restore based on Owner
Project Team
Continued Access to Archived
Project Artefacts
EPM ARS
Project & SharePoint
Services
Archive Stores
Presented by, David Smith and PJ Mistry
Slide 8
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9. Microsoft EPM ARS – Mass Recovery of Projects & Workspaces (M2)
1. Load all projects
previously archived.
2. Load list of projects
from file.
3. User Configured Search
Parameters.
4. Use selection criteria for
filtering/short listing
projects list e.g.
Division, Cost Centre,
Owner or by single
project name.
Recovery process
restores project to the
Draft DB, automatically
publishes the project
and re-links to
associated workspace.
Presented by, David Smith and PJ Mistry
Slide 9
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10. Scenario: Automated Archiving (M3)
Archive Project from Project Pro
Listing in Archive Project Centre
Presented by, David Smith and PJ Mistry
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11. Microsoft EPM ARS – Auto Archiving & Recovery (self-service)
Documents
Tasks
Project Recovery by PMs
Project Risks
Managers Issues
Archived data
Archive
Change
Reports
Projects &
Workspaces
Project
Planner/PMO
Project Team
Continued Access to Archived
Project Artefacts
Project & SharePoint EPM ARS
Workspace Archive Services
Stores
Presented by, David Smith and PJ Mistry
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12. EPM ARS – Automated ‘Self-Service’ Archiving by Project Owners
1. Project Owners (PMs)
can archive their own
projects by setting the
project attribute
‘Archive’ to ‘Yes’.
2. On project close event,
Project Owners (PMs) will
be prompted to ensure that
their Project Forecast has
been published correctly
before proceeding with
archiving (Optional Add-in).
3. On opting to continue
with the archiving
process, the Project
Owner will be asked to
check-in their project.
4. The project and
associated workspace is
then automatically
archived.
Presented by, David Smith and PJ Mistry
Slide 12
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13. Scenario: Archive Projects Centre
Access Project Workspace
Restore Project and Workspace
Presented by, David Smith and PJ Mistry
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14. Microsoft EPM ARS – Archive Project & Workspace Centre (M4)
1. Continued access to Project
Artefacts even after archiving.
Ability to access SharePoint
workspaces of archived project and
workspaces. Access by Admin,
Project Owners and Assigned Team
Members only.
2. Restore by project owners,
‘self-service’.
3. Sort list by Owner, Project
Name and Archive Date.
4. Filter by Owner, Project Name
or Archive Date – smart filters
Presented by, David Smith and PJ Mistry
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15. Software Package;
 Select/bolt-on modules as needed.
 Free Technical Support.
 Free Maintenance
 Free upgrade to EPM2010 ARS
when purchasing EPM2007ARS.
 Volume discounts off retail price
available. Please enquire!!
 Additional discount for charities,
Health and educational authorities.
 Contact sales@projectsolution.co.uk
Fully supported, packaged solution
with no hidden extra costs!!
Presented by, David Smith and PJ Mistry
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16. Microsoft EPM Archive & Recovery Solution (ARS) – Retail Cost
ARS Module Retail Comment
Cost, £
Archive Console 1,450.00 Per Site/EPM Deployment
Used by Admins
Recovery Console 1,450.00 Per Site/EPM Deployment
Used by Admins
Auto Archiving for Project Owners 30.00 Per Project Pro User
Archive Project Centre & Recovery 25.00 Per PWA User
i.e. PMs, TMs, Execs, RMs etc
Maintenance & Technical FOC Free Technical Support and
Maintenance
 Huge Discounts available for volume and multiple module purchase.
 Additional discount for Charity, Health and Educational Authorities.
Contact us for further information;
Project Solution Ltd, 1010 Cambourne Business Park, Cambridge UK
Tel: +44 (0) 1223 597 940 | Email: sales@projectsolution.co.uk
Presented by, David Smith and PJ Mistry
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17. Thank You!
Presented by, David Smith and PJ Mistry
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