SPSTCDC - Project Server and SharePoint 2010 - Together Forever
-
Upload
knowledge-management-associates-llc -
Category
Technology
-
view
1.766 -
download
0
description
Transcript of SPSTCDC - Project Server and SharePoint 2010 - Together Forever
Together Forever – Project Server and SharePoint (S2B-106)
Architect – 300Chris McNulty
KMA
Welcome to SharePoint Saturday—The Conference
Welcome to SharePoint Saturday—The Conference Welcome to SharePoint Saturday—The Conference
• Please turn off all electronic devices or set them to vibrate.• If you must take a phone call, please do so in the hall so as not
to disturb others.• Open wireless access is available at SSID: SPSTC2011• Feel free to “tweet and blog” during the session• Thanks to our Diamond and Platinum Sponsors:
Thank you for being a part of the first SharePoint Saturday conference
• 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
• 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
• 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?
• EPM – Enterprise Project Management• PWA – Project Web Access• SSRS – SQL Server Reporting Services• SSA – Shared Service Application• SSAS – SQL Server Analysis Services• OWA – Office Web Applications• 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
Maturity Level - None
• No shared understanding of what a project is or how work is organized
• Simple tracking systems• Excel File• SharePoint List• SharePoint Document Library
– Typically one person maintains a list for others to read
Maturity Level - Tracking
• SharePoint Team site– Calendar, Task List, Risk List, Documents, etc.
• Project team all works with data• Little use outside project teams• Not just the PM!
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
• Financial management
• Portfolio level reporting
• Centralized issue and status reporting– Project Server
2010– SharePoint
Team site– Dashboard
• Outside users use/add to project data
Project Maturity Level - Management
• Demand management
• Resource forecasting
Project Maturity Level - Portfolio
Where are you now???
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
Getting there…
The decision whether to move to Project Server 2010 is related to the following factors:– Maturity– Complexity
• 10 projects, 30 lines
– Portfolio size– Resource management– Dashboards and reporting – Governance!!!
Project Server – Why or Why Not?
Microsoft SharePoint 2010Ribbon UISharePoint WorkspaceSharePoint MobileOffice Client and Office Web App IntegrationStandards Support
Tagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg Browser
Enterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio and Video Content TypesRemote Blob StorageList Enhancements
Social RelevancePhonetic SearchNavigationFAST IntegrationEnhanced Pipeline
PerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivot
Business Connectivity ServicesInfoPath Form ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSS Communities
Search
Sites
Composites
ContentInsights
Project 2010 Investment AreasWork Management Solutions for Individuals, Teams and the Enterprise
But do you remember…
Microsoft Project 2010Unified Project & Portfolio Management
Single server with end to end PPM capabilitiesFlexible project capture and initiation Enhance governance through workflowPowerful portfolio selection analytics
User Experience Web-based Project Editing brings the power of Project Professional to the browser
Easily create schedules and conveniently update projects onlineFlexible scheduling puts you in control of the planAdd more than 100 tasks and assign multiple resources per taskGain insight through multi-level undo and change highlighting
Online Project Editing
Manual Scheduled Tasks Task with End
Date Only
Reminder Notes
Familiar Ribbon
Collaboration and ReportingSimplified 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
Single Entry Mode Option
Improved Timesheet Experience
Collaboration & ReportingSimply 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
Business Intelligence Center
Customize in Excel
Excel Services Webparts
Build Powerful Dashboards
Best Practice Report Templates
Collaboration and ReportingSharePoint 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
SharePointTask List
Project Server 2010Project Plan
Microsoft Project 2010Scalable and Connected Platform
Extend InteroperabilitySimplified AdministrationRich Platform ServicesDeveloper 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
Program/Platform Support
• Programmable– Project Server Interface (PSI) 2010
backward compatible with 2007 methods– Enhanced PSI includes project
and portfolio capabilities• Deployable– Remove ActiveX® dependency
• Scalable– Built on SharePoint 2010– Project Server 2010 64-bit– Project (Std & Prof) 32-bit & 64-bit
SharePoint 2010/Project ServerSummary 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…
• “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
SQL Server Reporting Services (SSRS)
• Dashboard Designer (browser downloadable)
• Integrates Excel Services, SSRS, and Performance Point Elements
• Self service modeling• Decomposition Tree• Ideal for SSAS but also work
with standard data sources (lists, SQL)
• Requires true SQL development to build and maintain cubes for KPIs and scorecards
• If you have Project Server you already have cubes!
PerformancePoint 2010
Database relationships
Draft Published
Archive
Reporting
SharePoint Sites
Edit/Save/Publish
Admin Backup
Publish
Publish
Backup
Cube Rebuild
Cube Rebuild
Analysis Services
DEMO• BI and PerformancePoint
Architecture and Design
• Install SP Enterprise first, then Project Server• Use SQL 2008 R2– 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• Project Web Application
is a Site Collection!• 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
42
Web Applications
http://intranet
http://centadmin
Site Collections - PWA
Site Hierarchies
Single Sites (MySite)
Sites - ProjectsLists Libraries Pages Web Parts
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”
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
• Write once (Project 2010), read many (PWA)• Share edits with PWA, Tasks instead of sharing
the full plan
Project Server Usage Tips
• Project Server Accounts (Project Client)• Patching• Admin backups• Engineer for BI Success– SQL Analysis Services– SQL Reports Integrated– Performance Point / Secure Store Services
Best engineering practices
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
(53)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Twitterhashtag: #spsnycTwitter hashtag:
SharePoint Coverage Across the Maturity ModelStage Excel/Word SharePoint Project Project Svr
None X X X XTrackingSimple lists √ ? X X CollaborationWeb tasks & docs √ √ X XPlanningStandard resources/plans √ √ √ ?ManagementCost mgmt, issues, status reports ? √ √ √PortfolioDemand 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?• The more you know, the more you succeed!
Project Server Success Factors
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
Where will you be?
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
• From Me– SharePoint Saturday the Conference
• Friday 4:30pm S5A-104 - Admin 101/SharePoint SpeedMetal (CE Forum)• Saturday 9:30am S1A-101 - A decade of SharePoint Adoption Best Practices• Saturday 11:30am S2B-104 - See Beyond The Numbers: Data Visualization & BI in SharePoint 2010• Saturday 3:00pm S4A-101 Playing Tag - Managed Metadata and Taxonomies in SharePoint 2010
– New Jersey SharePoint User Group September 14 (Business Intelligence)– SharePoint Saturday NH – September 24, 2011 (Business Intelligence)– KMWorld DC October 2011 (IT)
Resources - General
• Questions?• Evaluations• Contact Me• Prizes! Follow @kmallc
for the code word!
• Chris McNulty– Email [email protected]– Blog http://blogs.kma-llc.net/microknowledge– Twitter: @cmcnulty2000– LinkedIn:http://www.linkedin.com/in/cmcnulty
Thank you…
Welcome to SharePoint Saturday—The Conference
Thanks to Our Other Sponsors!Thanks to our Sponsors
Welcome to SharePoint Saturday—The Conference
Session EvaluationPlease complete and turn in your Session Evaluation Form so we can improve future events. Survey can
be filled out at:
http://app.fluidsurveys.com/s/spstc2011-Fri-S2B-106/
Presenter: Chris McNultySession Name: Together Forever - Project Server /SharePointSession No.: S2B-106