best practices for deploying microsoft project server 2010 on sharepoint farm rick k. khosla, itil...
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Best Practices for Deploying Microsoft Project Server 2010 on SharePoint FarmRick K. Khosla, ITIL v3, eMBAEPM Delivery ArchitectREGA SOLUTIONS DBA PROJECTSERVERGURU
Agenda
Architecture
Dedicated versus Shared
Capacity Planning
Upgrade
Operations
Agenda
ArchitectureDedicated versus SharedCapacity PlanningUpgradeOperations
TechNet & Content Pivot Viewer
http://www.projectserverguru.com/
Project, Resource, and Portfolio Management
PortfolioManagement
Project Management
ResourceManagement
Collaboration &Communication
STRATEGICALIGNMENT
• Prioritization• Selection and optimization• Governance
• Planning• Project execution • Risk management
• Business Intelligence• Team collaboration• Consistent
processes
• Resource planning • Skills management• Cost management
Gartner gives highest ranking to MicrosoftGartner MarketScope for Project and Portfolio Management Applications
Microsoft received the highest rating possible with a Strong/Positive rating, June 2011
Source:“MarketScope for Project and Portfolio Management Applications”, GartnerResearch, June 2011The MarketScope is copyrighted 2011 by Gartner, Inc. and is reused with permission. The MarketScope is an evaluation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the MarketScope, and does not advise technology users to select only those vendors with the highest rating. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. This MarketScope graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from Microsoft.
Logical Architecture (per instance)
DraftPublishe
dReportin
gArchiv
e
Web Services
Project Professiona
lBrowsers
Project Web Application
3rd Party Application
Business Objects
Events
Queue
WCF Forwarder
Web Service
Forwarder
3rd Party Applicatio
n
SPF and SPS
ConfigContent
SharePoint Foundation
& SharePoint
Server
WCF Service
Client Tier
Application Tier
Database Tier
Web Tier
Data Access Layer (DAL)
SSAS: OLAP
Project Web App & Project Sites
Project Web App Site: Top-Level SiteCreated once you provision a PWA instance in the SP Central Administration pageSpecific pages & web partsStores all scheduling data (plans, resources, timesheets etc…)One per business unit/group typically
Project Site: Sub-Sites Created once Project are published Contains structured (Risks, Issues,
Deliverables etc.) & unstructured content (documents, pages etc.)
One site per project/program typically
PWA Web Part nameApproval CenterIssuesMy Queued JobsMy ScheduleMy TasksMy TimesheetProject CenterProject DetailsProject FieldsProject SitesProject Strategic ImpactRemindersResource AssignmentsResource CenterRisksTeam TasksWorkflow Status
Project Server 2010 Specifics
Must be installed on each application server and front-end Web in the farmProject Queue ServicesAuthorization/Permission ModelWeb browser support with SP1 (Safari, Chrome, Firefox)SQL Server 2012 supported with SP/PS SP1 or greaterRequires SQL Server Analysis Services for reportingResource PoolProject Server 2010 does not support multi-tenant environments
Small Farm
Availability
Performan
ceImplementation: Small to Large
Each server role on its own server
Medium Farm
Multiple servers for most server roles Large Farm
Multiple servers for each server role, may include multiple farms for specific purposes.
Multiple environments: • Development• Proof Of Concept• Pilot• Test/Staging• Production
Agenda
ArchitectureDedicated versus SharedCapacity PlanningUpgradeOperations
http://www.projectserverguru.com/
Deployment ScenariosTogether/Coexistence
Single farm with both Project Server and SharePoint Server 2010Apart/Standalone
Dedicated Project Server Farm running SharePoint Server 2010Mixed server versions in the same farm is NOT supported
Project Server 2007 with SharePoint Server 2010Project Server 2010 with SharePoint Server 2007 or Windows® SharePoint® Services (WSS) 3.0
Dedicated Project Server Farm
Dedicated SharePoint Server Farm
Coexistence Add SharePoint Server Add Project Server
Merge into a single Farm
Standalone Split Existing Farm into two Farms
EPM and Office SharePoint Server 2007 Coexistence — Intranet Scenario (TechNet whitepaper applicable to 2010)
Single Project and SharePoint Server FarmAdvantages
Server Consolidation (SharePoint as a service, single infrastructure)Content managementAdministration and Maintenance
Single software update plan
Leverage high availabilityProject Server is a SharePoint app
DisadvantagesSoftware UpdatesAdditional training required for SharePoint Administrator(s)Additional Licenses Required
Separate Project and SharePoint Server Farm
AdvantagesFarm Hardware and Software UpdatesNo dependency on the Intranet farm’s availabilityChange ManagementSecurity IsolationLeverage the same SQL Server infrastructure as the other Farm
DisadvantagesAdditional Administrative Tasks
Applying and testing patches on two farms versus one
Content Management and GovernanceProject Server’s SharePoint content cannot be stored on another farm
Greater costAdditional hardwareAdditional software licenses
Functional Coexistence Options
• Project Workspaces cannot be created in another Farm, but can belong to multiple Site CollectionsContent
• Integrating Project Server Web parts in other SharePoint sites• Supported scenarios documented in TechNet• Page Viewer Web part
Web Part
• Surfacing Project Server data• KPI, Excel Services, PerformancePoint Services, Business
Connectivity Services, SQL Reporting Services, DashboardsReporting
• Querying Project Server data• Enterprise Search and Business Connectivity ServicesSearch
Agenda
ArchitectureDedicated versus SharedCapacity PlanningUpgradeOperations
Capacity PlanningConsiderations
Projects Number of projects Typical project sizes in terms of tasks Number of project level custom fields Level of linking (dependencies) between
tasks
Users Concurrency of users What security permissions do users
have? Geographic distribution of users
Usage Patterns Workload Conditions Average time between page
requests Average session time Payload of Pages
Other Considerations Issues, Risks and Deliverables Calendars High Availability Virtualization Storage - Disk I/O Line Of Business integration
VirtualizationVirtualization does not provide parity with physical machines without proper planning
Overhead exists with any virtualization technologyProper planning will help to achieve near-parity, resources:
Infrastructure Deployment Planning Guides http://technet.microsoft.com/en-us/solutionaccelerators/ee395429.aspx Understand system resource costs http://msdn.microsoft.com/en-us/library/cc768536(BTS.10).aspxVirtual machine guidance (SharePoint Server 2010) http://technet.microsoft.com/en-us/library/ff621103.aspx
Plan your Project Server deployment, build your virtualization plan around itUnderstand scenario, workload, and service characteristics
ResourcesPlan for using Project Server 2010 in a Hyper-V virtual environment SharePoint 2010 Virtualization Resource CenterVirtualization of Microsoft SharePoint Products and Technologies Support Article: Hardware virtualization support for SharePoint products and technologies (KB 909840)Video: TechNet Webcast: Deep Dive - Microsoft Virtualization Best Practices for SharePoint 2010 (Level 300)Best practices for virtualization (SharePoint Server 2010)
Capacity Top Recommendations
Apply appropriate security model to trim dataAdhere to a stringent maintenance and operational processMonitor system performance against workloadsMonitor SQL IndexesLimit tasks to 8hr – 80hr durationLimit publish operationsInvest in appropriate SQL Server
Ensure optimized disk subsystemSize the farm against appropriate workloadsImplement best practices across all technologiesNetwork LatencyKeep Web Front End, Application Server and SQL Server separateOverloading ServicesLimit custom field usage and formula driven fieldsLimit number of fields in views
Highlights
Determine which of the datasets (small, medium, or large) will match to your expected datasetUse the recommended hardware topologyMonitor your Farm’s performance!Optimize your deployment according to Best Practices on TechNet and based on performance counters learning'sCapacity Planning in Project Server 2010 White PaperBest practices for capacity management for SharePoint Server 2010
Agenda
ArchitectureDedicated versus SharedCapacity PlanningUpgradeOperations
http://www.projectserverguru.com/
Upgrade from Project Server
Streamlined upgrade experience compared to previous versions
All upgrade “tools” Out-of-the-BoxComprehensive documentation available on Project 2010 TechNet Center
Two ways to get environment upgradedDatabase Attach
5 DB (full upgrade) = SharePoint data (Project Workspaces) and Project Server data (recommended)4 DB (core upgrade) = Project Server data onlyUpgrade of the databases happen automatically during PWA Provisioning. Possible warnings or errors in the ULS folder.
In-place upgradeCould be constrained by hardware requirements or 64 bit technology
Project Server version compatibility matrix
Project Server 2003
Project Server 2007
Project Server 2010
Project Professional 2010 Not Supported Not Supported Full connectivity
Project Professional 2007 Not Supported Full connectivity
Connectivity to Server in BCM*
(Project Professional 2007 SP2 required)
Project Professional 2003
Full connectivity Not Supported Not Supported
Installation Requirement
Will coexist on the same farm with
Will NOT work with
Project Server 2010
SharePoint Server 2010 Enterprise
SharePoint Server 2010 Enterprise
Office SharePoint Server 2007
Project Server 2007
Windows SharePoint Services 3.0
Office SharePoint Server 2007 SharePoint Server 2010
Project Desktop and Project Server
Project Server and SharePoint Server
Installation Process
Central Admin Configuration
Project Web Access Admin Configuration
Post Configuration
Install Project Server
Run SharePoint Configuration Wizard
Project Server 2010
Run Pre-Requisite Installer
Install SharePoint Server 2010
SharePoint Server 2010
Install Windows Server
Run Windows Update
Base Installation
Install SQL Server and Components
Install Updates
SQL Server
PowerShell Support
Required Service Application Project Service Application (to host Project Web App
instances) Excel Services (Used for Reporting) PerformancePoint Service (Used for Reporting) Secure Store Service (Used for Reporting) State Service (Used for Charting)Slipstream latest software updates
Project Web App Core Items
Base security & users
Configure reportingExcel Services
Secure Store Service
Cube Building Service (Analysis Services OLAP cubes)
Time Reporting PeriodsRequired now for My Tasks/My Timesheets
Exchange IntegrationProject Server users can view Project Server tasks as Outlook tasks without ActiveXRequires configuration in both Project Server and Exchange Server
Agenda
ArchitectureDedicated versus SharedCapacity PlanningUpgradeOperations
http://www.projectserverguru.com/
Monitor, Monitor, MonitorBe proactive not reactive!Implement monitoring plan
Microsoft SharePoint 2010 Products Management Pack for System Center Operations Manager 2007System Center Operations Manager knowledge articles (Project Server 2010) System Center Operations Manager knowledge articles (SharePoint Server 2010)
Analyze logs on a regular basisUse Performance Analysis of Logs Tool to perform A Farm Health Check
Project Server 2010 Administrator's Guide
SQL Database
Implement maintenance plans, please Checking database integrity Defragmenting indexes by either reorganizing them or rebuilding themMonitoring database size to determine whether to grow or shrink databases (non peak hours)
Backup planMonitor, monitor, monitor! (don’t forget I/O)
High-Level Software Update StepsTechNet Resources
Update Center for Microsoft Office, Office Servers, and related productsDeploy Project Server 2010 updates
StepsPreparation
Complete software update signoff in a test environmentBack up your environment because you cannot uninstall an updateCreate a single deployment package (slipstream)
InstallationMicrosoft SharePoint Server 2010 and Project Server 2010 Cumulative Update Server Hotfix Package Language packs (if needed)Repeat the steps above for each server in your farmRun the SharePoint Products and Technologies Configuration WizardDeploy the Project desktop update
VerificationReview the ULS logs (C:\Program Files\Common Files\Microsoft Shared\Web server extensions\{version}\LOGS)Verify the product version in Add or Remove Programs/Programs and FeaturesVerify the database version
Latest Updates:• Service Pack 1• April 2012
Cumulative Update
Where to look when things go wrong
Start with the ULS and Application Event LogsSQL Server error logsSharePoint Health AnalyzerProject Server TechCenter
http://technet.microsoft.com/en-us/projectserver/ee263909.aspx#tab=1
Brian Smith's Microsoft Project Support BlogThe Project Admin BlogForumsBing search!
Tools of The Trade
PlaybookProjToolSharePoint Developer DashboardFiddler 2Netmon 3.4Process Monitor (SysInternals)PerfMonPowerShellSQL Profiler TraceAnd more…
Getting Trained & Finding PPM Partners
Microsoft Project Training & LearningMicrosoft Project And Portfolio Management Partners
Microsoft Project & Portfolio Certified Partners by Geography
http://www.microsoft.com/project/en-us/partners.aspxhttp://www.microsoft.com/project/en-us/train-learn.aspx
Microsoft Project 2010 ResourcesProduct information
http://www.microsoft.com/project/2010 Project Team Blog http://blogs.msdn.com/project
End-User Product HelpProject 2010 http://office2010.microsoft.com/project-help Project Server 2010 http://office2010.microsoft.com/project-server-help
Interactive content - Videos & Sessions & Webcasts http://www.microsoft.com/showcase/en/US/channels/microsoftproject
IT Professional relatedTechCenter @ TechNet http://technet.microsoft.com/ProjectServer Admin Blog http://blogs.technet.com/projectadministration
Developer related Developer Center @ MSDN http://msdn.microsoft.com/Project Programmability blog http://blogs.msdn.com/project_programmability
Partner RelatedProject and Portfolio Management Competency https://partner.microsoft.com/global/program/competencies/compprojectandportfoliomanagement
Additional questions? Project 2010 Forums!http://social.msdn.microsoft.com/Forums/en-US/category/projectserver2010,projectprofessional2010
Summary
Project Server 2010 is built on SharePoint 2010It’s an Enterprise application that requires Enterprise resourcesMicrosoft Project Conference 2012 Sessions are now Live!!
http://blogs.msdn.com/b/project/archive/2012/05/16/announcing-public-access-to-project-conference-2012-content.aspx
Related Content
OSP03-TLC - Microsoft Project 2010 - S. Hall A
OSP301 - Turning Project Data into Real-World Reports
OSP201 - Business Intelligence in Microsoft Office and SharePoint 2010
OSP339 - Advanced Microsoft SharePoint 2010 Upgrade Troubleshooting
Find Me Later At The Microsoft Technical Learning Center
Mr. Khosla is a highly accomplished IT Business Leader. He has over 22 years of experience deploying, managing and implementing IT related projects. Mr. Khosla has been part of Enterprise Project Management practice at REGA SOLUTIONS since 2001. He has deployed EPM, PMO’s and related technologies at Fortune 500 i.e., Pacifica Life, Sprint, Hallmark, Evolvent, Children One, Compassion International, Cerner, Fannie Mae and also at many Federal Agencies including Federal Energy Regulatory Commission, National Park Services, City of Kansas City, Department of Defense. Mr. Khosla understand “ROADMAP” to deploying a successful EPM engagement and getting any organization on track by giving you proper usage of Dashboards, Resource Management, Project Tracking, Enterprise Collaboration, Earn Value Management.
Rick K. Khosla, ITIL v3
Contact Information: [email protected] / 571-296-0311 / 703-712-4788
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