1 Microsoft Corporation Project Server 2010 Installation Guide Office Asia Team 11/4/2010
2 Table of Contents 1. Prepare the Server Install KB on Windows Server Creating users and groups in the Active Directory service Configure SQL Server and Analysis Services (Project Server 2010) Configure SQL Server network settings Add a login for the Farm Administrator account Enable the common language runtime Configure Analysis Services Install SharePoint Server Run the Microsoft SharePoint Products Preparation Tool Run Setup Install Project Server To install Project Server Configure a managed account Configure services and service applications Configure the top-level Web site Install SQL Server 2008 Analysis Management Objects on Project Server machine Create a PWA Site To lock down a content database To create a content database To create a PWA site To verify the PWA site location To lock down the content database for Project Server 2010 site Reference... 18
3 1. Prepare the Server 1.1 Install KB on Windows Server KB QFE for Sharepoint issues - Perf Counter fix & User Impersonation (http://go.microsoft.com/fwlink/?linkid=192577) For Windows Server 2008 SP2, download the Windows6.0-KB x64.msu (Vista) file. For Windows Server 2008 R2, download the Windows6.1-KB x64.msu (Win7) file. 1.2 Creating users and groups in the Active Directory service Deploying Microsoft Project Server 2010 requires that you have certain Active Directory users and groups available. The deployment instructions assume that the necessary groups already exist. If you have not yet created the necessary users and groups, do so now before deploying Project Server. For detailed information about the users and groups required for Project Server deployment, please refer to the following document: Plan for administrative and service accounts (Project Server 2010) 1.3 Configure SQL Server and Analysis Services (Project Server 2010) Configure SQL Server network settings For Microsoft Project Server 2010 to work correctly, the associated instance of SQL Server must be configured to enable remote connections using TCP/IP. This is the default configuration for SQL Server, but we recommend confirming that the configuration is correct before you install Project Server To configure SQL Server 2008 network settings 1. Click Start, click All Programs, click Microsoft SQL Server 2008 R2, click Configuration Tools, and then click SQL Server Configuration Manager. 2. In the left pane, expand SQL Server Network Configuration, and then select the instance of SQL Server where you will be installing Project Server 2010 databases. 3. In the right pane, ensure the Status for TCP/IP is Enabled.
4 1.3.2 Add a login for the Farm Administrator account In order for Project Server 2010 setup and configuration to function, you must create a SQL Server login for the Farm Administrator domain account and give it the required server roles. To create a SQL Server login 1. Open SQL Server Management Studio. 2. Connect to the database engine of the instance of SQL Server that you will be using with Project Server Expand the Security node. 4. Right-click Logins and then click New Login. 5. On the New page, in the Login name text box, type the domain account that you created for the Farm Administrator. 6. In the Select a page list, click Server Roles. 7. In the Server roles list, select the dbcreator, public, securityadmin, and sysadmin check boxes. 8. Click OK Enable the common language runtime The common language runtime will improve the performance of your Project Server 2010 deployment. To enable the common language runtime, execute the following query: sp_configure 'clr enabled', 1 go reconfigure go Enabling the common language runtime provides a significant improvement in performance for custom field operations.
5 1.3.4 Configure Analysis Services There are two configuration steps that you must follow for the instance of Analysis Services that you will be using with Project Server 2010: Add the Farm Administrator account to the OLAP users local group. Configure the Farm Administrators account to have administrative permissions in SQL Server Analysis Services To add the Farm Administrator account to the OLAP users local group 1. Log on to the computer that is running Analysis Services. 2. Click Start, point to All Programs, point to Administrative Tools, and then click Computer Management. 3. On the Computer Management page, in the left pane under System Tools, expand Local Users and Groups. Click the Groups folder. 4. In the right pane, under the Name list, double-click SQLServer2005MSOLAPUser$<SERVERNAME>$MSSQLSERVER (SQL Server 2005) or SQLServerMSASUser$<SERVERNAME>$MSSQLSERVER (SQL Server 2008). 5. On the properties page, click Add. 6. On the Select Users, Computers, or Groups page, type the name of the Farm Administrator account. 7. Click OK. The Farm Administrator account will appear in the Members list. 8. Click OK To add the Farm Administrator as an Analysis Services server administrator 1. Open SQL Server Management Studio. In the Connect to Server window, connect to the instance of SQL Server 2005 Analysis Services that you are using with Project Server In Microsoft SQL Server Management Studio, in Object Explorer, right-click your SQL Server 2005 Analysis Services instance name, and then click Properties. 3. On the Analysis Services Properties page, in the Select a page pane, click Security.
6 4. Click Add. 5. On the Select Users, Computers, or Groups page, type the name of the Farm Administrator account. 6. Click OK. The Farm Administrator account appears in the Members list. 7. Click OK. 2 Install SharePoint Server Run the Microsoft SharePoint Products Preparation Tool Use the following procedure to install software prerequisites for SharePoint Server Insert your SharePoint Server 2010 installation disc. 2. On the SharePoint Server 2010 Start page, click Install software prerequisites. Note: Because the prerequisite installer downloads components from the Microsoft Download Center, you must have Internet access on the computer on which you are installing SharePoint Server. 3. On the Welcome to the Microsoft SharePoint Products Preparation Tool page, click Next. 4. On the License Terms for software product page, review the terms, select the I accept the terms of the License Agreement(s) check box, and then click Next. 5. On the Installation Complete page, click Finish. The preparation tool installs the following prerequisites: Web Server (IIS) role Application Server role Microsoft.NET Framework version 3.5 SP1 SQL Server 2008 Express with SP1
7 Microsoft Sync Framework Runtime v1.0 (x64) Microsoft Filter Pack 2.0 Microsoft Chart Controls for the Microsoft.NET Framework 3.5 Windows PowerShell 2.0 SQL Server 2008 Native Client Microsoft SQL Server 2008 Analysis Services ADOMD.NET ADO.NET Data Services Update for.net Framework 3.5 SP1 A hotfix for the.net Framework 3.5 SP1 that provides a method to support token authentication without transport security or message encryption in WCF. Windows Identity Foundation (WIF) Note: If you have Microsoft "Geneva" Framework installed, you must uninstall it before you install the Windows Identity Foundation (WIF). If there is no Internet Access, we need to download the above components from Internet manually. In our case, the following components need to be downloaded: A. Make sure the following roles are added for Windows Server 2008 R2: Web Server (IIS) role Application Server role They can be added manually in Server Manager, and we can just follow the wizard to add them. B. Windows Identity Foundation (WIF)
8 Windows Identity Foundation for Windows Server 2008 R2 (http://go.microsoft.com/fwlink/?linkid=166363) C. Microsoft Filter Pack 2.0 Microsoft Office 2010 Filter Packs (http://go.microsoft.com/fwlink/?linkid=191851) D. Hotfix for Microsoft Windows (KB976462) Windows Server 2008 R2 FIX: A hotfix that provides a method to support the token authentication without transport security or message encryption in WCF is available for the.net Framework 3.5 SP1 (http://go.microsoft.com/fwlink/?linkid=166231) E. Microsoft Chart Controls for Microsoft.NET Framework 3.5 Microsoft Chart Controls for Microsoft.NET Framework 3.5 (http://go.microsoft.com/fwlink/?linkid=141512) 2.2 Run Setup The following procedure installs binaries, configures security permissions, and edits registry settings for SharePoint Server On the SharePoint Server 2010 Start page, click Install SharePoint Server. 2. On the Enter Your Product Key page, enter your product key, and then click Continue. 3. On the Read the Microsoft Software License Terms page, review the terms, select the I accept the terms of this agreement check box, and then click Continue. 4. On the Choose the installation you want page, click Server farm. 5. On the Server Type tab, click Complete. 6. Optional: To install SharePoint Server 2010 at a custom location, click the File Location tab, and then either type the location or click Browse to find the location. 7. Click Install Now. 8. When Setup finishes, a dialog box prompts you to complete the configuration of your server. Ensure that the Run the SharePoint Products and Technologies Configuration Wizard now check box is selected.
9 9. Click Close. 10. On the Welcome to SharePoint Products page, click Next. 11. On the warning dialog box, click Yes. 12. On the Connect to a server farm page, select the Create a new server farm option, and then click Next. 13. On the Specify Configuration Database Settings page: a. In the Database server box, type the name of the database server where you want to host the SharePoint Server 2010 databases. b. Type the user name and password of the database access account. c. Click Next. 14. On the Specify Farm Security Settings page, type and confirm a pass phrase for the farm, and then click Next. 15. On the Configure SharePoint Central Administration Web Application page, select a port number for the SharePoint Central Administration Web site, and then click Next. 16. On the Completing the SharePoint Products Configuration Wizard page, click Next. 17. On the Configuration Successful page, click Finish. Once SharePoint Server 2010 configuration has been completed, SharePoint Central Administration will open. There is no SharePoint Server 2010 configuration that is required before installing Project Server Therefore, you can close Central Administration. 3 Install Project Server To install Project Server On the Project Server 2010 DVD, run default.hta. The Setup menu opens. 2. On the Start page, click Install Project Server. 3. On the Enter your Product Key page, type your product key, and then click Continue. 4. On the End User License Agreement page, review the terms of the agreement. To accept the agreement, select the I accept the terms of this agreement check box.
10 5. Click Continue. 6. On the Choose a file location page, click Install Now. 7. When the installation is complete, select the Run the SharePoint Products and Technologies Configuration Wizard now check box. 8. Click Close. 9. On the Welcome to SharePoint Products page, click Next. 10. On the warning dialog box, click Yes. 11. On the Completing the SharePoint Products Configuration Wizard page, click Next. 12. When the wizard is finished, click Finish. Once Project Server 2010 is installed, the following configuration steps are required before creating a Microsoft Project Web App site and using Project Server 2010: Register a managed account Start the Project Application Service Start the PerformancePoint Service Create a Project Server service application Create a PerformancePoint service application Create a top-level Web site Install SQL Server 2008 Analysis Management Objects The procedures to complete these tasks are described in this article. Each of these procedures is completed by using the SharePoint Central Administration Web site. 3.2 Configure a managed account Before you can use a domain account within SharePoint Server 2010, you must register it as a managed account. We can register one to run the various Service Applications in Project Server To register a managed account 1. In SharePoint Central Administration, click Security.
11 2. Under General Security, click Configure managed accounts. 3. On the Managed Accounts page, click Register Managed Accounts. 4. On the Register Managed Account page: a. In the User name box, type the account. b. In the Password box, type the password. c. Click OK. 3.3 Configure services and service applications The first step is to start the Project Application Service and the PerformancePoint Service in the farm. To start the Project Application Service 1. On the SharePoint Central Administration home page, in the System Settings section, click Manage services on server. 2. On the Service list, click Start next to Project Application Service. To start the PerformancePoint Service 1. On the Central Administration home page, in the System Settings section, click Manage services on server. 2. On the Service list, click Start next to PerformancePoint Service. Once you have started the Project Application Service and PerformancePoint Service, you must create a service application for each service. To create a Project Server service application 1. On the Central Administration home page, in the Application Management section, click Manage service applications. 2. On the Manage Service Applications page, on the ribbon, click New, and then click Project Server Service Application. 3. On the Create Project Web App service application page:
12 a. In the Project Web App service application name box, type Project Server Service App. b. In the Application Pool section, select the Create new application pool option, and in the Application pool name box, type ProjectAppPool. c. Select the Configurable option, and select the account from the drop-down list. d. Click OK. To create a PerformancePoint service application 1. On the Central Administration home page, in the Application Management section, click Manage service applications. 2. On the Manage Service Applications page, on the ribbon, click New, and then click PerformancePoint Service Application. 3. On the New PerformancePoint Service Application page: a. In the Name box, type PerformancePoint Service Application. b. Select the Add this service application s proxy to the farm s default proxy list check box. c. In the Application Pool area, select the Create new application pool option, and in the Application pool name box, type PerformancePointAppPool. d. Select the Configurable option, and select the account from the drop-down list. e. Click Create. 4. When the service application has been successfully created, click OK. 3.4 Configure the top-level Web site A Web application is required to host the Project Web App web site and the associated project sites. Perform the following procedure to create a Web application. To create a Web application 1. In Central Administration, in the Application Management section, click Manage Web applications. 2. On the toolbar, click New.
13 3. On the Create New Web Application page, keep the default values, and then click OK. 4. When the Web application has been created, click OK. The next step is to create a top-level Web site and give users read permission to that site. To create a top-level Web site 1. In Central Administration, in the Application Management section, click Create site collections. 2. Type the site title in the Title box. 3. In the Primary Site Collection Administrator section, type the account which is Farm Admin. 4. Click OK. 3.5 Install SQL Server 2008 Analysis Management Objects on Project Server machine In order to use the reporting and business intelligence features of Project Server 2010, you must install the SQL Server 2008 Analysis Management Objects on the Litware-Proj virtual machine. Click the following link to download the Analysis Management Objects, and then install the package: Analysis Management Objects (http://go.microsoft.com/fwlink/?linkid=130655&clcid=0x409) 4 Create a PWA Site The Project Web App site requires a Web application to host it. You can use an existing Web application or create a new one for PWA. Important: We highly recommend that you use a separate SharePoint Server 2010 content database for each PWA site and its associated project workspaces. To correctly isolate the PWA site in its own content database, you must deploy PWA at a time when other administrators are not
14 creating new sites on the Web application where you are deploying PWA. By putting PWA and its associated project workspaces in a separate content database, you greatly simplify site migration and backup and restore procedures. Creating a PWA site takes five basic steps: 1. Create a content database to host the PWA site and its associated project workspaces. 2. Temporarily lock down existing content databases. 3. Create the PWA site itself. 4. Lock down the PWA content database to prevent additional site collections being added. 5. Unlock existing content databases. SharePoint Server 2010 uses a round-robin algorithm to determine the distribution of site collections across content databases. In order to deploy the PWA site to a specific content database, you have to lock down any existing content databases in the farm. The process does not affect user access; it only affects the distribution of new site collections. To lock down your content databases, follow these steps for each content database associated with the Web application where you plan to deploy your PWA site. Important: Ensure that no other administrators are adding site collections to the Web application where you plan to deploy PWA while you are performing the procedures in this section. 4.1 To lock down a content database 1. In SharePoint Central Administration, in the Application Management section, click Manage content databases. 2. In the Current Number of Site Collections column, note the number of site collections for the database that you plan to lock down.
15 3. In the Database Name column, click the link for the content database that you want to lock down. 4. In the Database Capacity Settings section: a. In the Maximum number of sites that can be created in this database box, type the existing number of site collection for this database (as noted in the Current Number of Site Collections column, earlier in this procedure). Note: Take note of the current value for this parameter; you will have to change it back to this value after the PWA site has been created. b. In the Number of sites before a Warning event is generated box, type a lower number than the value that is used for Maximum number of sites that can be created in this database. Note: Take note of the current value for this parameter; you will have to change it back to this value after the PWA site has been created. 5. Click OK. 4.2 To create a content database 1. In SharePoint Central Administration, in the Application Management section, click Manage content databases. 2. Click Add a content database. 3. In the Web Application section, choose the Web application where you plan to deploy the PWA site. 4. In the Database Name and Authentication section, type the database server name where you plan to deploy your PWA databases, and type a name for the database.
16 5. Click OK. Once the content database has been created and configured, the next step is to create the PWA site itself. 4.3 To create a PWA site 1. In SharePoint Central Administration, in the Application Management section, click Manage service applications. 2. On the Manage Service Applications page, click the Project Server Service Application. 3. On the Manage Project Web App Sites page, click Create Project Web App Site. 4. Complete the Create Project Web App Site page as designated in the following table: Option Description SharePoint Web Application to Host Project Web App The Web application for the PWA site. Project Web App path The path from the root site for this PWA site. Select a language The user interface language for this PWA site. Use Project Web App path as host header Use this option if you want to host PWA on a root URL (for example, https://www.contoso.com). Administrator Account The user account that will be added to the Project Server Administrators security group in this instance of PWA. You must use this account the first time that you access PWA.
17 Primary database server The instance of SQL Server where you want to host the Project Server databases. If your database administrator has already created Project Web App databases, specify the names of those databases in the appropriate text boxes. If the databases were not previously created, they will be created automatically. Published database name The name of the Project Server Published database for this instance of PWA. Draft database name The name of the Project Server Draft database for this instance of PWA. Archive database name The name of the Project Server Archive database for this instance of PWA. Reporting database server The instance of SQL Server where you want to deploy the Reporting database (if different from the primary database server). Use primary database server Select the check box to deploy the Reporting database to the primary database server specified earlier. Clear the check box to deploy the Reporting database to a different database server, and specify the instance of SQL Server that you want to use in the Reporting database server box. Reporting database name The name of the Project Server Reporting database for this instance of PWA.
18 Quota for SharePoint content in this site The maximum site storage, in megabytes, for the PWA site. Quota Warning for SharePoint content in this site The site storage level, in megabytes, at which a warning message will be sent to the site administrator. 5. Click OK. Project Server starts the PWA site creation process. This may take some time. When the site creation process is complete, the status shown on the PWA site list is Provisioned. Once the PWA site has been provisioned, verify that it was created in the content database that you created. Use the Get-SPSite Windows PowerShell command, passing the new content database as a parameter: 4.4 To verify the PWA site location 1. On the Start menu, click All Programs. 2. Click Microsoft SharePoint 2010 Products. 3. Click SharePoint 2010 Management Shell. 4. From the Windows PowerShell command prompt (that is, PS C:\>), type the following command and then press ENTER: Get-SPSite -ContentDatabase <ContentDatabaseName> The command should return the URL for your PWA site and no other URLs. Note: If additional URLs beyond that of the PWA site are listed in the content database, delete the PWA site and restart the procedure with a new content database.
19 Once the PWA site is in the desired content database, you must lock down the database to prevent SharePoint Server 2010 from adding additional site collections to the database. This is performed by configuring the maximum number of sites for the content database to one. Note: Configuring this setting does not prevent new project workspace sites from being created. 4.5 To lock down the content database for Project Server 2010 site 1. In SharePoint Central Administration, in the Application Management section, click Manage content databases. 2. In the Database Name column, click the link for the content database that you created. 3. In the Database Capacity Settings section: a. In the Number of sites before a Warning event is generated box, type 0. b. In the Maximum number of sites that can be created in this database box, type Click OK. Once you have locked down your PWA content database, you can return any other content databases to their original values for Maximum number of sites that can be created in this database and Number of sites before a Warning event is generated. We can now access the new PWA site. 5 Reference For more information about Project Server 2010 installation: To configure Reporting Feature in Project Server 2010:
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