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MOPS 2007 Migrations. Lessons from the field. Peter Elkin , MCITP EPM Senior Lead Consultant Catapult Systems. Topics. Terms and Technology Preparation Test Migration(s) Production Migration After the rollout. Terms and Technology. Project Server 2003 - PowerPoint PPT Presentation


MOPS 2007 Migrations - Lessons from the field

MOPS 2007 MigrationsLessons from the fieldPeter Elkin, MCITPEPM Senior Lead ConsultantCatapult Systems1TopicsTerms and TechnologyPreparationTest Migration(s)Production MigrationAfter the rollout2Terms and TechnologyProject Server 2003WSS 2.0 (Windows SharePoint Services)Project Professional 2003Project Web Access (PWA)SQL Server 2000 or SQL Server 2005Microsoft Office Project Server 2007 (MOPS)WSS 3.0 (Windows SharePoint Services)Project Professional 2007Project Web Access (PWA)SQL Server 2000 or SQL Server 2005What do I mean by migration?3PreparationHow big are we talking?Projects (10 projects or 1500 projects)Workspaces (Project workspaces and plain team sites)PeopleProject managersTeam membersPlan for training your peopleRolling out MS Project

The more projects and workspaces, the longer a migration will take.

4PreparationWhat customizations have been made to the workspace?New document librariesNew custom listsCustomization made to a standard listNew column on a standard listWeb parts

Custom development?Macros, InfoPath, SRSWhat about Excel or a custom application?Evaluate all custom items. Jettison the ones not needed anymore.

5Tip #1CodePlex ( is your friend. Many valuable EPM solutions can be found on CodePlex.

Project ReportcardThe Project Reportcard was developed as a tool to help Project Managers assess their projects based on organizational standards implemented by their PMO. Understanding what the organizational KPIs are going to look like before their project update is published, can help a project manager avoid non-compliance issues and prepare to address real project challenges.

The Project Reportcard also makes it easier for the PMO to verify compliance with organizational standards.

6Tip #1 ContinuedMore CodePlex Solutions:EPM 2007 Test Data Population ToolEPM Bulk EditEPM Timesheet & Statusing Customization SamplesEPMSync UtilityMicrosoft Project Fx (mpFx)Persisting SSAS OLAP Roles In Project Server 2007Project Server 2007 AD/Resource Sync UtilityProject Server 2007 Event Handler Admin ToolProject Server 2007 Log File Report ToolProject Server 2007 Queue Watch ToolProject Server 2007 Timesheet data population toolProject Server 2007 Timesheet Tied-Mode Service and Event HandlerProject Server and InfoPath 2007Search Project Server data using SharePoint Server's BDC and Enterprise SearchProject Reportcard

7Test Migration(s)Setting up a Test environmentVirtual EnvironmentHyper-V (Windows Server 2008)Virtual Server 2005VMwareVPCPhysical machinesUsing Server Settings Backup/Restore tool (or better known as Playbooks)8Test Migration(s)PracticeDo at least two test migrations even if the first one went perfectly.

Convert the identified custom itemsSRS reports for example

CommunicationsShort demo(s) (30 min 1 hour)DowntimeCommunicate what impact it will be on the users.Windows of opportunity Be aware of any key dates or times of the month when the system cannot be down.

9Tip #2Actively search for blogs you like and utilize an RSS feed.

10Production MigrationKey steps and Roles and ResponsibilitiesStart this during the Test migrationsNo need to specify exactly how something is done, but do specify who is doing a particular item.Document your contingency plan if you have to roll back.

Testing (and more testing)

TrainingOops, too late here.11Tip #3Get some screen real estate back in PWA.

With Project Server 2003, you had an easy way to show/hide the Quick Launch on the left hand side.With Project Server 2007, that out of the box functionality is no longer there.

Easy solution Utilize a WSS web part (Content Editor), add some simple HTML code add the web part to the PWA page and thats about it. 12After the RolloutPlan for problems to occur

What about the projects that didnt get migrated?

Why doesnt everything work even though we did thorough testing?13SummaryMigrating from Project Server 2003 to Project Server 2007 can be challenging. One of the first things Microsoft states in the Migration guide for Office Project Server 2007 is the following:

A lot of planning and consideration should go into the process of migrating your data to Office Project Server 2007.

Wow. Ya think?14Tip #4Turning project summary task on by default.

Tools > Options > View Tab > Show Project Summary (bottom right corner)

Start >Run >Regedit (this opens Windows registry editor)Go to HKEY_CURRENT_USER\Software\Microsoft\Office\12.0\MS Project\Options\ViewRight click on ViewSelect New->DWORD ValueSet the name to Show Project SummaryClick off Show Project SummaryDouble-click on Show Project SummarySet the value to 115SummaryJust like a lot of other projects.

Consider the people.

Consider the environment.

Be a project manager.16Tip #5No battle plan survives contact with the enemyField Marshall Helmuth Carl Bernard von Moltke

It is not the critic who counts: not the man who points out how the strong man stumbles or where the doer of deeds could have done better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood, who strives valiantly, who errs and comes up short again and again, because there is no effort without error or shortcoming, but who knows the great enthusiasms, the great devotions, who spends himself for a worthy cause; who, at the best, knows, in the end, the triumph of high achievement, and who, at the worst, if he fails, at least he fails while daring greatly, so that his place shall never be with those cold and timid souls who knew neither victory nor defeat.Theodore Roosevelt17ResourcesMigration guide for Office Project Server 2007URL: Performing migrationURL: Pre-migration verification and cleanup URL: Post-migration tasks for Project Server 2007 URL: Troubleshoot migration for Project Server 2007 URL: Project Server 2003 to Project Server 2007URL:!A8677D5751E6B4DA!1097.entry Sample Project Server 2003 to Project Server 2007 Migration PlanURL: Project Server Data Migration - Cheat SheetURL: MS Project Reporter BlogURL:

18Q & AQuestions19MOPS 2007 MigrationsLessons from the fieldPeter Elkin, MCITPEPM Senior Lead ConsultantCatapult Systems20