Implementing Project Server 2010

Transcription

1 Implementing Project Server 2010 Course ISI Days Instructor-led, Hands-on Course Description This instructor-led course will provide you with the knowledge and skills to effectively install and configure a Microsoft Project Server 2010 environment. Course Objectives Upon successful completion of this course, students will be able to install, configure and maintain a Microsoft Project Server 2010 environment. Prerequisites To ensure your success, we recommend you have some working knowledge of Enterprise Application servers, TCP/IP, IIS, SQL Server 2005 and Windows 2003/2008 Server. Course Outline Module 01 Introduction and Project Server Overview What s New for Project Server 2010 Introducing the Microsoft 2010 EPM Platform o Applying EPM Terminology to Project Server Understanding Project Server Terminology o Enterprise Project o Enterprise Resource o Check In and Check Out o Portfolio Analyses o Portfolio Analysis Enterprise Resource Pool Overview Enterprise Global Overview Understanding the EPM Platform Technology Stack Project Server Installation Types o Understanding Project Server Physical Environments Understanding Databases in the Enterprise Understanding the Project Communications Lifecycle o Collaboration and Management Tools Overview

2 Module 02 Understanding the Human Challenge Thinking Outside the Project o Confronting the PM Challenge o Why Do EPM Initiatives Fail? Understanding the Formulas for Disaster o Boiling the Ocean o Managing One Big Project o Suffering from Methodology Overload o Serving the Technology Buffet Preparing Strategies for EPM Deployment Success o Understanding Your Stakeholders o Understanding Your Organization s Culture o Understanding and Making Management Commitments o Understanding Your Process o Acquiring or Improving Scheduling Competencies o Marketing Your Solution Module 03 Applying a Deployment Process Understanding the Deployment Process o Defining Your Deployment and Deployment Team o Understanding the Analyst Role o Understanding Technical Roles o Rounding Out the Team Managing the Discovery Phase o Discovery Phase Summary o Discovery Key Ingredients o Other Valuable Discovery Inputs o Discovery Next Steps o Determining your Implementation Archetype o Building Your Straw Man Requirements o Introducing the Requirements and Definition Template o Applying the Template to the Straw Man o Summarizing the Discovery Phase Managing the Definition Phase o Definition Phase Summary o Core Requirements o Defining the Portfolio Organization o Defining the Project Organization o Defining the Task Organization o Defining the Resource Organization o Defining Working Times and Calendars o Defining Company Holidays o Defining Security Requirements o Defining Training Requirements o Determining System Notifications Managing the Design Phase o Design Phase Summary o Determining System Design Information Managing the Deployment Phase

3 o Deploy Phase Summary Managing the Pilot Phase o Pilot Phase Summary Managing the Rollout Phase o Rollout Phase Summary Module 04 Installing Project Server 2010 Installing Project Server 2010 Overview Preparing to Install SharePoint Server and Project Server 2010 o Meet or Exceed Minimum Hardware Requirements o Meet or Exceed Minimum Software Requirements o Prepare the Security Environment o Prepare SQL Server for SharePoint Server and Project Server o Prepare SQL Server Analysis Services for Project Server o Prepare Your Server for Project Server Installation Installing SharePoint Server 2010 and Project Server 2010 o Install Software Prerequisites o Install SharePoint Server 2010 Software o Install Project Server 2010 o Run SharePoint Products Configuration Wizard o Configure Your SharePoint Farm Create a Project Server 2010 Web App Creating a Service Application Manually Module 05 Post-Installation Configuration Configuring SharePoint Service Applications o Preparing to Configure Excel Services o Configuring Excel Services o Harvesting URLs for Trusted Data Connection Libraries and Report Libraries o Configuring Excel Services Global Settings o Configuring Trusted Data Connection Libraries o Configuring Trusted File Locations o Configuring the Secure Store Service Application Configuring the Cube Building Service o Obtaining the Necessary Software Files o Installing the SQL Server Native Client o Installing the SQL Server Management Objects Collection o Creating a SQL Login for the Service Account Running Analysis Services Setting Optional SQL Server Performance Enhancements o Creating Additional TempDB Files Verifying Project Server Functionality o Verifying Project Web App Connectivity o Creating a Login Account in Project Professional 2010 o Performing Basic Functional Tests o Verifying Cube Building Capability

4 o Verifying Reporting Capability in the BI Center Creating Additional Project Server Instances o Configuring Your New Project Server Instance o Creating a New Excel Services Application Instance o Pointing Data Connections to the New Secure Store Target Application Module 06 Understanding the Project Web App Interface Tools for Configuration Using the Project Web App User Interface o Logging into Project Web App from another Workstation o Using the Quick Launch Menu o Using the Ribbon Menus o Manipulating the Data Grid o Printing the Data Grid o Exporting the Data Grid to Excel Using the Project Web App Administration Interface Module 07 Creating System Metadata and Calendars Understanding Significant Changes to Project Server 2010 Metadata Architecture o Introducing Departments o Introducing Project Types o Introducing Business Drivers Working with Enterprise Custom Fields and Lookup Tables o Understanding Enterprise Field Types o Understanding Built-In Fields and Lookup Tables Modifying Built-In Lookup Tables o Modifying the Cost Type Lookup Table o Modifying the Health Lookup Table o Modifying the RBS Lookup Table o Creating the Team Names Lookup Table Creating and Modifying Custom Lookup Tables o Creating a New Lookup Table o Modifying a Custom Lookup Table Creating Custom Fields Creating Free Entry Custom Fields o Making Fields Required Creating a Custom Field with a Lookup Table o Modifying Built-In Project and Resource Department Fields Creating a Custom Field with a Formula o Understanding Field Types with Formulas o Creating a Formula Using Project Web App o Creating a Formula Using Project Professional 2010 Importing a Local Field as a Custom Enterprise Field Displaying Graphical Indicators in Custom Fields o Creating Graphical Indicators Using Project Web App o Creating Graphical Indicators Using Project Professional 2010

5 o Understanding the Connection between Formulas and Graphical Indicators Deleting a Custom Field or Lookup Table Planning for Matching Generic Resources Creating Enterprise Calendars o Setting Company Holidays o Setting the Daily Working Schedule o Creating a New Base Calendar o Importing a Base Calendar from a Project Module 08 Configuring Lifecycle Management Understanding Lifecycle Management o Understanding Demand Management o Understanding Decision Management o Understanding Project Types and Lifecycle Management o Understanding Phases and Stages o Understanding Project Detail Pages o Understanding the Lifecycle Management Configuration Process Creating Lifecycle Management Elements o Creating and Editing Project Detail Pages o Sample Project Detail Pages in Action o Creating Business Drivers o Configuring Workflow Phases o Configuring Workflow Stages Creating Enterprise Project Templates o Creating an Enterprise Project Template Manually o Creating and Modifying Enterprise Project Types o Editing an Enterprise Project Type Working with the Sample Workflow o Adapting the Sample Workflow for Your Needs Configuring Project Workflow Settings Working with the Dynamic Workflow Solution Starter o Deploying the Dynamic Workflow Solution Starter o Creating and Configuring a Dynamic Workflow Instance o Considerations for Working with the Dynamic Workflow Tool Module 09 Building and Managing the Enterprise Resource Pool Enterprise Resource Pool Overview o Understanding Enterprise vs. Local Resources Understanding Enterprise Resource Types Working with the Resource Center Data Grid o Creating an Ad Hoc Filter o Using AutoFilter o Sorting the Data in the Grid o Configuring Columns o Applying Views Creating Resources Using Project Professional 2010

6 o Entering General Information o Changing Working Time o Using the Custom Fields Page o Creating Non-Work Resources Editing Enterprise Resources Using Project Professional 2010 o Checking Out Enterprise Resources for Editing Using Project Web App to Create an Enterprise Resource o Setting Type Options o Setting Identification Information Options o Setting User Authentication Options o Setting Assignment Attributes Options o Setting Exchange Server Details Options o Setting Departments Options o Setting Resource Custom Fields Options o Setting Security Options o Setting Group Fields Options o Setting Team Details Options Mass Editing Enterprise Resources o Bulk Editing Enterprise Resources o Individually Editing Enterprise Resources by Batch Adding Resources Using Active Directory Synchronization Preparing to Import Enterprise Resources o Importing Resources from Active Directory o Importing Resources from Your Address Book o Verifying a Windows Account for a Resource o Preparing Custom Field Data Importing Enterprise Resources Deactivating an Enterprise Resource Module 10 Initial Project Server Configuration Configuring Project Server 2010 Setting High-Level Enterprise Functionality o Changing the Project 2007 Compatibility Mode o Specifying Project Professional Versions o Specifying Enterprise Settings Options o Specifying Currency Settings Options o Specifying Resource Capacity Settings o Specifying the Resource Plan Work Day Option o Specifying the Exchange Server Details Option o Specifying Task Mode Settings Configuring Exchange Server Synchronization o Determine the Account running the Queue Service for Project Server o Configure Exchange Server o Create a Project Web App Account for each Exchange Client Access Server o Configure Exchange Users o Configure a Project Web App User for Exchange Server Synchronization o Special Considerations for Test Environments o Understanding How Exchange Synchronization Works

7 Configuring Alerts and Reminders Setting Options for the OLAP Cube o Configuring the OLAP Database o Deleting an Existing OLAP Database Configuring Event Handlers Configuring the Quick Launch Menu Module 11 Configuring Time and Task Tracking Understanding Tracking Defining Financial Periods Defining Time Reporting Periods Configuring Timesheet Options o Creating Line Classifications o Setting Timesheet Options Configuring Administrative Time Disabling the Timesheet Functionality Setting the Task Tracking Method o Specifying the Tracking Method o Locking Down the Tracking Method o Setting the Reporting Display o Protecting User Updates o Defining the Near Future Planning Window Setting Up the Timesheet Page Customizing the Tasks Page o Using Percent of Work Complete o Using Actual Work Done and Work Remaining o Using Hours of Work Done per Period Tips for Using Tracking Methods o Using Percent of Work Complete o Using Actual Work Done and Work Remaining Summary Module 12 Configuring Project Server Security Project Server Security Overview Setting Organizational Permissions Understanding Users vs. Resources o Users and Resources Can Be the Same Person Managing User Accounts o Creating a New User Account o Editing User Information o Deactivating a User Account Controlling Security with Groups and Categories o Associating Multiple Groups and Categories o Understanding Built-in Groups o Understanding Built-in Categories Understanding Permissions

8 o Understanding Global Permissions and Category Permissions o Understanding Denied, Allowed and Not Allowed o Understanding Permissions Cumulative Behavior Managing Permissions through Groups o Creating a New Group o Deleting a Group Managing Permissions through Categories o Creating a New Category o Deleting a Category Using and Managing Security Templates o Creating a New Security Template o Deleting a Security Template o Managing AD Synchronization for Groups o Resolving Common Security Requirements Module 13 Building the Project Environment Building the Project Environment Importing Existing Projects and Templates o Publishing an Imported Project o Changing the Project Owner and Status Manager Building the OLAP Cube Module 14 Creating and Managing Views Understanding Views Creating Gantt Chart Formats Creating Grouping Formats Managing Project Web App Views o Copying and Modifying Views o Deleting Views Creating Custom Views in Project Web App o Creating a Custom Project View o Creating a Custom Project Center View o Creating a Custom Resource Assignments View o Creating a Custom Resource Center View o Modifying My Work Views o Creating a Custom Resource Plan View o Modifying a Team Tasks View o Creating a Custom Team Builder View o Modifying the Timesheet View o Creating a Portfolio Analyses View o Creating a Portfolio Analysis Project Selection View Understanding Enterprise Views in Project Professional 2010 o Working with the Enterprise Global File o Adding Custom Views to the Enterprise Global o Removing Pollution from the Enterprise Global Using the 4-Step Method to Create a New View

9 o Select or Create a Table o Select or Create a Filter o Select or Create a Group o Create the New Custom View Creating Useful Enterprise Views o Creating an Enterprise Duration Variance View o Creating an Enterprise Publishing View o Creating an Enterprise Resource Sheet View Module 15 Managing Project Sites Introducing SharePoint o Understanding the SharePoint Model Managing the SharePoint/Project Server Connection o Managing Project Site Provisioning o Managing Project Sites o Bulk Updating Project Sites Modifying Project Sites o Managing List and Library Metadata o Managing Views of List and Library Items o Managing List and Library Settings o Creating New Lists and Libraries o Creating and Editing Pages o Managing Project Site Settings Module 16 Configuring Business Intelligence and Reporting Reporting and Business Intelligence Overview Reporting Architecture Overview o Relational Database Overview o OLAP Database Overview Business Intelligence Center Overview o Understanding the Business Intelligence Center Site o Built-In Microsoft Excel Reports Overview o Business Intelligence Center Security Overview Microsoft SharePoint Excel Services Overview Working With the Built-In Microsoft Excel Reports o Excel Sample Reports Overview o Excel Report Templates Overview o Excel Data Connection Files Overview o Viewing the Sample Excel Reports in Your Web Browser o Opening the Sample Excel Reports with Microsoft Excel o Creating a Custom Excel Report by Modifying a Sample Report o Creating a Custom Excel Report Based on a Template o Common Methods of Modifying an Excel Pivot Report o Creating a Custom Excel Report Using a Data Connection File Working with SharePoint Dashboards o Creating a Dashboard Page o Embedding Excel Data into a Dashboard Page Adding Non-Project Server Users as Report Viewers

10 Module 17 Managing Project Server Day to Day Supporting Project Server Performing Database Management through PWA Checking in Enterprise Objects Deleting Enterprise Objects o Deleting Enterprise Projects o Deleting Resources and Users o Deleting Status Report Responses o Deleting Timesheets o Deleting User Delegates Working with Administrative Backups o Setting an Automatic Daily Backup Schedule o Backing Up Enterprise Objects Manually o Restoring Backed-up Objects Changing or Restarting Workflows Configuring and Managing the Queue o Understanding the Queue Process o Understanding Job States o Working with the Manage Queue Jobs Page o Troubleshooting the Queue o Configuring the Queue Monitoring Project Server Licenses Monitoring and Troubleshooting Project Server o Working with Unified Logging Service (ULS) files o Using the Reliability and Performance Monitor Configuring a SQL Server 2008 Maintenance Plan