EPM IMplementation

7/28/2019 EPM IMplementation

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ImplementingAn EPM Solution

Franck MercierTechnical Solution Specialist

Microsoft France


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Session Objectives

Capabilities Framework

Application Lifecycle Management

Functional and Technical conciderations

Implementation Overview


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What is EPM?Installation is easyImplementation takes longer

An EPM Solution requires ongoingoperational maintenance


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EPM is not just a software solution or product

Its a competency that integrates

processes, people, organization with technology

EPM Solution Concept


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Project Server

Timesheet

Reporting

Resource Plans

Data Warehouse

Event/NotificationsTask Assignment

Scheduling Budgeting

Project Portfolio Server

Portfolio Gov

Business Drivers

Portfolio Selection

Collaboration

Project Web Access

Project Professional

Client Access

Word

Visio

Outlook

Excel

Visual Studio Team Server

Work Items

Schedule Management

Task Statusing

Gateway,PPSI+

EPMS

ync

Project

Server

Connector

Offline Data Store

EVMS

Data Extracts

ERP

Timesheet Sync

Resource Sync

Skills Sync

Customization

External Integration

SQL Reporting Services

Office SharePoint Server

Workflow KPIs

Excel Services Dashboards

Infopath Services BDC

Search/Index ECM
http://www.codeplex.com/EPMTSSThttp://www.codeplex.com/EPMSynchttp://www.codeplex.com/EPMSynchttp://www.codeplex.com/EPMSynchttp://www.codeplex.com/EPMSynchttp://www.codeplex.com/EPMSynchttp://www.codeplex.com/EPMSynchttp://www.codeplex.com/EPMSynchttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://blogs.technet.com/franmer/archive/2007/04/19/comment-utiliser-le-workflow-de-moss-avec-epm2007.aspxhttp://www.codeplex.com/EPMSynchttp://www.codeplex.com/EPMSynchttp://blogs.technet.com/franmer/archive/2007/04/19/comment-utiliser-le-workflow-de-moss-avec-epm2007.aspxhttp://blogs.technet.com/franmer/archive/2007/04/19/comment-utiliser-le-workflow-de-moss-avec-epm2007.aspxhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/EPMSynchttp://www.codeplex.com/EPMTSST


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Requirements

Business

Architecture

Technical

Architecture

Functional

Training

Administrator

Training

Process/Governance

PMO Stds (Project)

PMO Stds (Portfolio)

Change Mgmt

Configuration Mgmt

Release Mgmt

Development Stds

IT Compliance

Architectural Stds

Infrastructure/Operations

Disaster/BUR Monitoring Topology/Capacity Security Software Updates Help Desk

Database Web Wintel Client Integration/Migration P12 Administrator

Design

Ops

Guidance

Functional

Usage

Training

Programs

Technical

Environments

Specifications

Development

Ops

Integration

Feature

Usage

SLAs &

Supportability

Installation &

Packaging

Customizations

Build

Installation/

Setup

Environments

Integration

Functional

Implementation

Technical

Implementation

Test / Deploy

User

Acceptance

Software

Updates

Integration

Functional

Implementation

TechnicalImplementation


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Business ProcessesDetermine scenarios

Programs/Projects/ResourcesManagement

Project LifeCycle

Identify if PPS, PS or both needed

Define organisation

Single or multiple

How many BUs

Helpful forRBS, OBS,
http://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspxhttp://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspxhttp://technet2.microsoft.com/Office/en-us/library/ae466c4f-b311-4471-9ee0-2ff5641722cb1033.mspxhttp://technet2.microsoft.com/Office/en-us/library/75738122-a531-41a2-aaa0-b49a297251851033.mspxhttp://technet2.microsoft.com/Office/en-us/library/75738122-a531-41a2-aaa0-b49a297251851033.mspxhttp://technet2.microsoft.com/Office/en-us/library/ae466c4f-b311-4471-9ee0-2ff5641722cb1033.mspxhttp://technet2.microsoft.com/Office/en-us/library/ae466c4f-b311-4471-9ee0-2ff5641722cb1033.mspxhttp://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspxhttp://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspxhttp://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspxhttp://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspx


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Define rolesSet up groups and categories

Security

Specifics viewsWhich reporting needed

Define Tools:AS, RS, Excel.

Issues, Risks and documents managementWSS or not?
http://technet2.microsoft.com/Office/en-us/library/27c51b32-e99c-4d1c-a365-baf2d13c8ada1033.mspxhttp://technet2.microsoft.com/Office/en-us/library/27c51b32-e99c-4d1c-a365-baf2d13c8ada1033.mspxhttp://technet2.microsoft.com/Office/en-us/library/27c51b32-e99c-4d1c-a365-baf2d13c8ada1033.mspx


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Local or Worldwide deployment

How to deployStand alone computer orFarm environment

Lan/Wan/Extranet

One or several Project Server instancesIn hosting or Out hosting

Accessibility/Availabity

Network Load Balancing (NLB) or not

Cluster or not
http://technet2.microsoft.com/Office/en-us/library/c9531164-2705-4233-84d1-78bd728dd7611033.mspxhttp://technet2.microsoft.com/Office/en-us/library/c9531164-2705-4233-84d1-78bd728dd7611033.mspxhttp://technet2.microsoft.com/Office/en-us/library/5892547e-7c7d-4a7f-b4ea-22822df3acb11033.mspxhttp://technet2.microsoft.com/Office/en-us/library/6e170052-cc74-4d28-8d58-4b4a52dc69d81033.mspxhttp://technet2.microsoft.com/Office/en-us/library/4634fb2c-a3d1-4ff0-96c5-bfe8f6be5f461033.mspxhttp://technet2.microsoft.com/Office/en-us/library/4634fb2c-a3d1-4ff0-96c5-bfe8f6be5f461033.mspxhttp://technet2.microsoft.com/Office/en-us/library/4634fb2c-a3d1-4ff0-96c5-bfe8f6be5f461033.mspxhttp://technet2.microsoft.com/Office/en-us/library/6e170052-cc74-4d28-8d58-4b4a52dc69d81033.mspxhttp://technet2.microsoft.com/Office/en-us/library/5892547e-7c7d-4a7f-b4ea-22822df3acb11033.mspxhttp://technet2.microsoft.com/Office/en-us/library/c9531164-2705-4233-84d1-78bd728dd7611033.mspxhttp://technet2.microsoft.com/Office/en-us/library/c9531164-2705-4233-84d1-78bd728dd7611033.mspx


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Define number of (average) :Project Characteristic Sheet

Projects

ResourcesAssignements

Desktop Client integration

Outlook, Excel, Visio,.

Line of Business (LOB) Integration
http://technet2.microsoft.com/Office/logredir.aspx?MODE=CT&CTT=ToExternal&target=http://go.microsoft.com/fwlink/?LinkId=73261&referrer=http://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mhttp://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspxhttp://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspxhttp://technet2.microsoft.com/Office/en-us/library/a46efff3-0ed9-4d0c-bf6d-c3860f5ef4c71033.mspxhttp://technet2.microsoft.com/Office/en-us/library/a46efff3-0ed9-4d0c-bf6d-c3860f5ef4c71033.mspxhttp://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspxhttp://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspxhttp://technet2.microsoft.com/Office/logredir.aspx?MODE=CT&CTT=ToExternal&target=http://go.microsoft.com/fwlink/?LinkId=73261&referrer=http://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.m


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User Type Selection Number

Executives Project Web Access

Project and

Portfolio Managers

Project ProfessionalProject Web Access

ResourceManagers

Project Web AccessProject Professional (optional: depends onfunctions of resource manager)

Team Members Project Web Access

etc Mix of Microsoft Project Professional andProject Web Access


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What is a farmFarm Concept

Farm Topology

Architecture OverviewEnvironments


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Concept of the Farm

Server roles dedicated to that farm

Do not edit configuration outsidethe CA timer job will reapply settings

as per ConfigDBIf MOSS in the same farmProject binaries on all servers in farm

If MOSS in different farmIFSS (SSP Remoting) not supported

SharePoint Farm Essentials (SA204 )


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What is a Farm?

SQLIIS

SERVICES

Windows SharePoint Services

SharedS

ervice

Provider

ProjectServerSites
http://msdn2.microsoft.com/en-us/library/ms513875.aspx


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Config

DB

Central Admin

C.A. Site

Project

Server

Interface

Proj

DBs

Shared Service Provider (SSP)

Other

Shared

Services

WSSSite

PWS

Content

DB

WSS

Site

PWSWSS

Site

PWA

Content Virtual Servers


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Concept of the Farm

In hosting

Easy to set up and manage

Reliability and performance - if application poolcrashes, all organizations using the SSP areaffected

Out Hosting

Provides separate instances with isolationIf one app pool goes down, others stay up

Performance could start degrading faster dueto several app pools


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Project

Server

Interface

Proj

DBs

(org 2)Config

DB

Central Admin

C.A. Site

Shared Service Provider

WSSSite

PWS

Content

DB

WSS

Site

PWSWSS

Site

Other

Shared

Services

WinProj

(org 1)

PWA

(org 1)

Content Web App

Proj

DBs

(org 1)

WSS

Site

WSS

Site

PWSWSS

Site

WinProj

(org 2)

PWS

PWA

(org 2)

In Hosting


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Config

DB

Central Admin

C.A. Site

SSP (1)

WSSSite

PWS

Content

DB

WSS

Site

PWSWSS

Site

WinProj

(org 1)

PWA

(org 1)

Content Web App (1)

WSS

Site

WSS

Site

PWSWSS

Site

WinProj

(org 2)

PWS

PWA

(org 2)

Content

DB

Content Web App (2)

Project

Server

Interface

Proj

DBs

(org 1)

SSP (2)

Project

Server

Interface

Proj

DBs

(org 2)

Out Hosting


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Executives

Portfolio Analysts

Project Managers

Application Managers

Line of

BusinessSystems

Line of

BusinessSystems

Project Managers

Executives

Resource Managers

Team Members

ProjectServer

Gateway


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Project Portfolio Server


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Main Client Components

Active X

P11/P12

OutlookAddin

P11/P12

BrowserMac/P12/WSS

Project ProLocal Cache to Queue

Project Pro

CBS/Visual Reports

Project Pro

P11/P12 Not Office

Project Pro

CF Server- needs Pro

Project ProERP/EG in Server

Project Pro

SOAP to PSI no ODBC

Project Pro

MLUMemory/Vista


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WinProj

PSI

Serializer

Soap Client

Active

Cache

InternetExplorer

Active-X

controls

Client scripts

PWA

Authentication

PSI

Forwarder

PSI

Proxies

PJContext

IIS (WSS App Pool)

Web

Pages

Code

behind

Web

Parts

Eventing

Service

Queueing

Service

PSI

DAL

Web

services.dll

PJContext

Admin Assn Cal

Config Cube A Curr

Cust F Data E Formula

Lookup Notifi. OLP

Portf Prog Project

Queue Report Res

Rules Sec SharedStatus Sts R Task

Timesh Version View

WinProj AD Sync CBS

Scheduling

Node Consistency

Server Side scheduling.

IIS (PSI App Pool) Working

Published

Archive

Reporting

Project

Data

Timesheet

Warehouse

WSSData (Imp)

3rd Party

Data (Add)

SQL Analysis

Services

Cubes


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Project ServerSimple to Complex

Application Server

Dedicated SQL Server

User Requests

Web Front-End Server

User RequestsMultiple Locations

Firewall

Application ServersIIS 6.0

Project ServerProject Server Interface

Internal Firewall

Corporate Network

Database ServersSQL Server Clusters

SQL ServerAnalysisServices

Perimeter Network

Front-End Web ServicesNetwork Load BalancedIIS 6.0Project Server Front EndWindows SharePoint Services

Windows Sharepoint ServicesDatabasesContent DatabaseShared Services Provider DatabaseConfiguration Database

Project DatabasesDraft DatabasePublished DatabaseArchive Database

Project DatabasesReporting Database

Alternate

Access

Mapping

Application Server

Dedicated SQL Server

User Requests

Web Front-End Server
http://technet2.microsoft.com/Office/en-us/library/0c43062d-30e3-49b1-9705-ed447ad1d2561033.mspxhttp://technet2.microsoft.com/Office/en-us/library/0c43062d-30e3-49b1-9705-ed447ad1d2561033.mspxhttp://technet2.microsoft.com/Office/en-us/library/0c43062d-30e3-49b1-9705-ed447ad1d2561033.mspxhttp://technet2.microsoft.com/Office/en-us/library/0c43062d-30e3-49b1-9705-ed447ad1d2561033.mspx


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Server Communication

1433


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SQL & AS

Cluster

Views Management

Session Manager

PPS

WSS

Project Server &

PDS

`

WinProj

`

PWA

`

PWA

`

WinProjLoad

Balance

r

Business

Process

IT

Process

Project 2003

Production

Pre-Production

Project 2007Production

Domain

Services

`

WinProj

`

PWA

Load

Ba

lancer

Busin

ess

Process

IT

Process

AD ProxyMail Print SSLDNS

SQL & AS

ClusterWSS

PSI

PPS

WSS

Project Server

AD Sync

Branding & Code

PDS Extensions

Data Extracts (Report)


Customization

Branding & Code

PSI

Data Extracts (Report)


Customization

AD Sync

Terminal Services

`

PWA

`

WinProj

Terminal Services

TEST STAGING BACKUP

TEST STAGING BACKUP

UPGRADE

Environments


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Thank You!Questions

Next Presentations:

Dev Reports with 07 Report Pack [Venecia]

EPM Solution Architecture f/ Dev [Milan]

The Project Group (Platinum Sponsor)

Security Best Practices [Bonn]

Contact Information:

Email: [email protected]
mailto:[email protected]:[email protected]


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2007 Microsoft Corporation. All rights reserved.Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other

countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of thispresentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft,

and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.


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Software:

Internet Explorer 6.x or greater

MDAC 2.8 or greater

Hardware:

Component Minimum Recommended

CPUPentium III 500 MHZ orhigher

Memory24 MB incremental RAM(at least 80 MB preferred)

256 MB recommended for large datasets

DisplaySVGA (800x600) with 256colors

The bigger the better

Other Drives na

Hard Disk Space 24 MB

Accessories Mouse, etc.

Networking 10 MB/Sec 100+ MB/Sec recommended


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Software

Windows XP SP 2 or greaterRelationship with Internet Explorer (IE) 6.0

Uses Trusted sites settings & IE security settings

Hardware

Component Minimum Recommended

CPUPentium III 500 MHZ orhigher

Memory 128 MB256 MB recommended

Display SVGA (800x600) with256 colors

The bigger the better

Other DrivesDVD only for localinstallation

Hard Disk Space 130 MB

Accessories Mouse, etc.

Networking 10 MB/Sec 100+ MB/Sec recommended


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Server Hardware Minimum Requirements

Dependency RequirementProcessor 2.5 GHz or faster; dual proc, 3GHz

recommendedMemory 2 gigabyte (GB); 4GB if SQL Server

on same computerHard disk 3 GB of available spaceDisplay SVGA (1024 x 768) or higherNetworkconnection 100 mbpsDVD player For installation media

Note: Refer to the Microsoft Project Server 2007 Deployment Guide, maintained by Microsoft,

for the most up-to-date information.
http://technet2.microsoft.com/Office/en-us/library/46dc809b-6594-4802-bc76-a9b40645eb1d1033.mspxhttp://technet2.microsoft.com/Office/en-us/library/46dc809b-6594-4802-bc76-a9b40645eb1d1033.mspx


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Dependency RequirementOperating system Windows Server, SP1 or higher

Standard, Enterprise, Datacenter, or Web editionsDatabase server Either of the following:

Microsoft SQL Server 2000 SP4 or later SQL Server 2005 (32-bit Intel or AMD processor)

Analysis Services is same version/service pack as SQL

Windows SharePointServices version 3 Version 3.0 or later..NET Framework Version 3.0ASP.NET Version 2.0.50727 or laterOptional: SQL Reporting

Services (SRS)

SQL RS 2000 or 2005 (recommend 2005 for better features)

N t R f t th Mi ft P j t S 2007 D l t G id i t i d b Mi ft f

EPM IMplementation

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