SPSNY project server 2011
-
Upload
knowledge-management-associates-llc -
Category
Technology
-
view
1.175 -
download
1
Transcript of SPSNY project server 2011
SharePoint Saturday New York City
July 2011 Chris McNulty / Amy Talhouk
Together Forever: Project Server and SharePoint 2010
• Founded 1995 – 29 employees
– 4 partners, including 2 co-founders
• Principal lines of business: • Professional Services
– SharePoint Consulting
– SharePoint Managed Services
– Custom Application Development
• Software Product – Mekko Graphics advanced charting
software
• Roots in academia (MIT, Harvard, BU)
About KMA
Chris McNulty • KMA SharePoint Practice Lead/Manager • Working with SharePoint technologies since
2000/2001 • 20 years consulting and financial services
technology (Santander, John Hancock, GMO, State Street)
• MBA in Investment Management from Boston College Carroll School of Management
• Write and speak often on Microsoft IW technologies (blogs & books)
• Microsoft MCSE/MCTS/MSA/MVTSP • Hiking, cooking, playing guitar, colonial
history, photography • My family: Hayley, three kids (16, 7, 4) and
my dog Stan
I live outside Boston…
But I’m from here…
Amy Talhouk
• KMA Associate focused on Project Management, Business Analysis and building our PMO
• Boston University School of Management
• BA in Finance
• Masters in Management Information Systems
• 15 year IT Professional focused in Financial Services Software Development and Consulting
• Supported and promoted SharePoint and Project Server in various capacities since 2004
•Avid cook and mother of 15 year old twins!
• Too many projects
• Different audiences needing different information
• Don’t know what people are working on, what we can deliver and when
• Regenerating the same data over and over manually (email a spreadsheet around)
• Resources teams don’t know what to work on next
• No two project plans look alike
• Every estimate is different
• Process can’t grow to accommodate more demand
• No history of what issues we can learn from
• No common understanding of project constraints (resource, time, cost)
Why should we care?
• Six stage maturity model relative to 2010
• Project Server Platform Overview
• Dashboards and Reporting
• Project Server Architecture and Design
• Questions & Answers
• Summary, resources and next steps
Agenda
• EPM – Enterprise Project Management
• PWA – Project Web Access
• SSRS – SQL Server Reporting Services
• SSA – Shared Service Application
• CAL – Client Access License
• SSAS – SQL Server Analysis Services
• BI – Business Intelligence
• OWA – Office Web Applications
• PMO – Project Management Office
• VORP -- Value Over Replacement Player
Terminology
Six Stage Maturity Model
None
• No systems or process, no control over what projects are active
Tracking
• Simple tracking systems to define list of active projects, shared folder for documents
Collaboration
• Web-based collaboration for project teams on tasks and documents
Planning
• Standardized maintenance of project plans, tasks, resources and schedules
Management
• Financial management of project activity across multiple projects
• Centralized issue and status reporting
Portfolio • Formalized project
approval • Detailed Resource
planning, capacity, and optimized forecasting
http://blogs.kma-llc.net/microknowledge/2009/08/project-management-evolution-and-microsoft-sharepoint-solutions.html
• Simple tracking systems • SharePoint List
• SharePoint Document Library
Maturity Level - Tracking
• SharePoint Teamsite – Calendar
– Task List
– Risk List
– Contacts
– Documents
– Announcements
Maturity Level - Collaboration
Project Maturity Level - Planning
• Standardized maintenance of project plans, tasks, resources and schedules
– Project 2010
– SharePoint Team Site
• Enhanced task/Project synchronization in SharePoint 2010 SP1
– 1 Plan = 1 Task list
– “Free-form” resource definitions and security
• Project Server (maybe?)
Enhanced Collaboration and Reporting SharePoint Sync to Project Server 2010
• Lightweight collaboration through SharePoint Tasks list
• Sync SharePoint Tasks into Project Server to drive enterprise Resource Management and Reporting
• Take advantage of richer Project Management capabilities using Project Server
SharePoint
Task List
Project Server 2010
Project Plan
• Financial management
• Portfolio level reporting
• Centralized issue and status reporting
– Project Server 2010
– SharePoint Team site
– Dashboard
Project Maturity Level - Management
DEMO – SharePoint for Project Management
The decision whether to move to Project Server 2010 is related to the following factors:
– Maturity
– Complexity • 10 projects, 30 lines
– Portfolio size • Rule of Thumb >$5m
– Resource management • Need to allocate 25% for maintenance and firefighting?
– Dashboards and reporting
– Governance!!!
Project Server – Why or Why Not?
• Overview
• Project 2010 Investment Areas
– Unified Project and Portfolio Management
– Simple and Intuitive User Experience
– Enhance Collaboration and Reporting
– Scalable and Connected Platform
Microsoft Platform Overview
Microsoft SharePoint 2010 Ribbon UI
SharePoint Workspace
SharePoint Mobile
Office Client and Office Web App Integration
Standards Support
Tagging, Tag Cloud, Ratings
Social Bookmarking
Blogs and Wikis
My Sites
Activity Feeds
Profiles and Expertise
Org Browser
Enterprise Content Types
Metadata and Navigation
Document Sets
Multi-stage Disposition
Audio and Video Content Types
Remote Blob Storage
List Enhancements
Social Relevance
Phonetic Search
Navigation
FAST Integration
Enhanced Pipeline
PerformancePoint Services
Excel Services
Chart Web Part
Visio Services
Web Analytics
SQL Server Integration
PowerPivot
Business Connectivity Services
InfoPath Form Services
External Lists
Workflow
SharePoint Designer
Visual Studio
API Enhancements
REST/ATOM/RSS Communities
Search
Sites
Composites
Content Insights
Project 2010 Investment Areas
But do you remember…
SharePoint and Project Server
Microsoft Project 2010 Unified Project & Portfolio Management
Single server with end to end PPM capabilities
Flexible project capture and initiation
Enhance governance through workflow
Powerful portfolio selection analytics
Microsoft Project 2010 Simple and Intuitive User Experience
Ribbon UI and Backstage view
Intuitive Excel-like behavior
Timeline and Team Planner views
Web-based project editing
User Experience Web-based Project Editing brings the power of Project Professional to the browser
Easily create schedules and conveniently update projects online
Flexible scheduling puts you in control of the plan
Add more than 100 tasks and assign multiple resources per task
Gain insight through multi-level undo and change highlighting
Microsoft Project 2010 Enhanced Collaboration and Reporting
Built on SharePoint Server 2010
Connect teams with SharePoint Sync
Better time and status reporting
Easily create reports and dashboards
Communities
Search
Sites
Composites
Content Insights
Collaboration and Reporting Simplified single entry mode for time reporting and statusing
• Improved user experience
• Single entry mode to unify timesheet entry and task statusing
• Consolidated Approval Center
• New User Delegation
Collaboration & Reporting Simply create powerful reports and dashboards
• Quickly create reports from predefined and localized best practice templates
• Customize in Excel and render through Excel Services
• Create powerful audience based dashboards to monitor portfolio performance
Microsoft Project 2010 Scalable and Connected Platform
Extend Interoperability
Simplified Administration
Rich Platform Services
Developer Productivity
• Centralized administration – One stop console for managing both project and portfolio management capabilities
• User Delegation – Easily specify colleagues to act as your delegate when out of the office
• Departmental Fields – Provide a level of autonomy while maintaining enterprise standardization and control
• Cube Administration – Enhanced administration interface to visualize status and manage cubes
Simplified Administration
SharePoint 2010/Project Server Summary Highlights
• Demand management and workflow
• Web-based editing of plans
• SharePoint sync for light plan publishing
• Integrated timesheets/status
• PerformancePoint/Excel Services BI integration
• Simplified administration
• SharePoint Enterprise – BI, search, profiles, workflow, ECM, InfoPath, MMS, OWA, scale, etc. all integrated
DEMO – Project Server • Demand Management • Plan Creation • Task Updates
EPM Business Intelligence Goals • Answering the known
questions about our project portfolio
• Allowing users to self-discover patterns and answers to questions we haven’t yet been asked
The carousel paradox…
(36) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Twitterhashtag: #spsnyc Twitter hashtag:
SQL Server Reporting Services (SSRS)
• “Code free” integrated solution (with SQL 2008 R2) – (can also use Business
Intelligence Developer Studio)
• SharePoint integrated mode preferred
• Export contents to Excel, Word, etc.
• Reuse in Performance Point Dashboards
(37) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Twitterhashtag: #spsnyc Twitter hashtag:
PerformancePoint 2010
• Dashboard Designer (browser downloadable)
• Integrates Excel Services, SSRS, and Performance Point Elements
• Sophisticated self service modeling and dashboards
• Decomposition Tree to explore data sets
• Ideal for SSAS but also work with standard data sources (lists, SQL)
• Requires true SQL development to build and maintain SSAS cubes for KPIs and scorecards
• If you have Project Server you already have cubes!
Database relationships
Draft Published
Archive
Reporting
SharePoint Sites
Edit/Save/Publish
Admin Backup
Publish
Pu
blish
Backu
p
Cube Rebuild
Cube Rebuild
Analysis Services
DEMO – PerformancePoint
Architecture and Design
• Install SP Enterprise first, then Project Server
• Use SQL 2008 R2
• Install Reporting Services – SharePoint Integrated
• Project Server CAL costs more $$$$
Server design
• Typical Roles:
• 100-10,000 users
• 10,000 – 1MM documents
• Scenarios
• Enterprise Project Management
• Enterprise portal
• Large scale collaboration
• Broader applications platform
• Larger external search pool
• Mix and match internal external front end servers on common content databases
Sizing - Medium Farm
• Farm level
• Web applications • Independent top
level URLs
• Run inside IIS pools
• Consume shared services and admin from the farm or other farms
• Site collections - PWA • Security, branding,
database frontier
• Contain single sites or site hierarchies
• Sites • Group related
SharePoint elements (lists, libraries, pages, web parts)
• One for each project
Top Level Logical Components
43
Web Applications
http://intranet
http://centadmin
Site Collections - PWA
Site Hierarchies
Single Sites (MySite)
Sites - Projects
Lists Libraries Pages Web Parts
• The 2007 Shared Services Provider has been broken up; each of its elements is now a Shared Service Application
• Mix and match as needed
• In 2010, administration can be delegated – Unlikely to
delegate Project SSA outside IT!
Shared Service Applications
http://globalweb http://itportal
Project
Search
Excel Calc
Metadata
User Profiles
Project SSA Console
• Set up PWA site collections
• Unlikely to delegate Project SSA outside IT!
The two faces of PWA Administration
SharePoint Site Settings “TOP LEFT”
PWA Server Settings “BOTTOM LEFT”
• Write once (Project 2010), read many (PWA)
• Share edits with PWA, Tasks instead of sharing the full plan
• Project Server Accounts (Project Client)
• Patching
• Admin backups
Best administration practices
Twitter hashtag:
Dark Secrets of PWA
• Enterprise Fields ≠ Managed Metadata
• SharePoint Security Groups ≠ Project Security Roles
• Check in, check out
– Force check-in (PWA Settings)
• Cache clear (Project)
– Its hidden for a reason!
– Don’t exit w/o saving
Project Server Tips
• Release Cycle – Major Service Packs 6-12 Months – Aggregated Cumulative Updates every two months.
• Announcements – Microsoft usually announces them on the SharePoint Team
MSDN blog, http://blogs.msdn.com/b/sharepoint/ and consolidates the latest patch news at: http://technet.microsoft.com/en-us/sharepoint/ff800847.aspx
– Also, I tabulate all the patch versions and build numbers on my blog at http://blogs.kma-llc.net/microknowledge/version-build-numbers/
• Service Packs are usually directly available for download. • For Cumulative Updates, you have to supply an email
address, and you’ll be sent a link to a password encrypted download file.
• Platforms: – SharePoint Foundation 2010 – SharePoint Server/Project Server 2010 ***
Patching
Patching – High Level Process
Patch • SharePoint Foundation
Patch • SharePoint Server – Project Server
Deploy
• Run SharePoint Products and Technologies Wizard
• (Or psconfig)
• Sequential Application to Central Admin, Application Server(s), Web Front End Servers
(55) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Twitterhashtag: #spsnyc Twitter hashtag:
SharePoint Coverage Across the Maturity Model Stage Excel/Word SharePoint Project Project Svr
None X X X X
Tracking Simple lists √ ? X X Collaboration Web tasks & docs
√ √ X X
Planning Standard resources/plans
√ √ √ ?
Management Cost mgmt, issues, status reports ? √ √ √ Portfolio Demand mgmt, resource forecasts ? √ √ √
• What is a project?
• What are my projects
• How do we run projects?
• Who’s on my team?
• What tools and templates do I want to use?
Project Server Success Factors
(57) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Twitterhashtag: #spsnyc Twitter hashtag:
Where are you now? Where will you be?
None
• No systems or process, no control over what projects are active
Tracking
• Simple tracking systems to define list of active projects, shared folder for documents
Collaboration
• Web-based collaboration for project teams on tasks and documents
Planning
• Standardized maintenance of project plans, tasks, resources and schedules
Management
• Financial management of project activity across multiple projects
• Centralized issue and status reporting
Portfolio • Formalized project
approval • Detailed Resource
planning, capacity, and optimized forecasting
http://blogs.kma-llc.net/microknowledge/2009/08/project-management-evolution-and-microsoft-sharepoint-solutions.html
= Project Server 2010
• From Microsoft:
– EPM: http://www.microsoft.com/project
– SharePoint 2010 site: http://sharepoint.microsoft.com
– SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
– Project Blog: http://blogs.msdn.com/project
• From KMA (www.kma-llc.net)
– Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)
– White papers, blogs, presentations, news, and events
• Chris
– SharePoint Saturday the Conference August 11-13 (MMS, BI, EPM, IT, Adoption)
– Connecticut SharePoint User Group August 10 (Business Intelligence)
– New Jersey SharePoint User Group September 14 (Business Intelligence)
– SharePoint Saturday NH – September 24, 2011 (Business Intelligence)
– KMWorld DC October 2011 (IT)
• Amy
• SharePoint Saturday NH – September 24, 2011 (Project Server)
Resources - General
• Questions? • Evaluations • Contact Us • Prizes! Follow @kmallc
for the code word! • #SharePint – NY Hilton
• Chris McNulty
– Email [email protected]
– Blog http://blogs.kma-llc.net/microknowledge
– Twitter: @cmcnulty2000
– LinkedIn:http://www.linkedin.com/in/cmcnulty
• Amy Talhouk
– Email [email protected]
– Twitter: @atal64
– LinkedIn: http://www.linkedin.com/in/atalhouk
Thank you…