Project Solution – Powered by Microsoft Technologies
Presented by, David Smith and PJ Mistry Slide 1
Microsoft EPM Archive & Recovery Solution (ARS)
Presented by, David Smith (Project Solution Ltd, Business Development Manager)
Email: [email protected]
Web: www.projectsolution.co.uk
Connecting People to Business Processes
Project Solution – Powered by Microsoft Technologies
Presented by, David Smith and PJ Mistry Slide 2
Microsoft EPM Project Archive & Recovery Solution (ARS) - Benefits
Key Business Benefits;
Improved end-user adoption Of EPM and SharePoint investment, as result of reduced
‘clutter’ of old completed projects. Follow complete life
cycle of project including archiving completed projects.
Self-service Archive & Recovery End-Users can Archive & Recover their own projects
reducing Admin effort/Help Desk calls!
Mass Archive & Recovery by Administrators
Continued access to project artefacts even after archiving completed projects. Improves adoption
of SharePoint Sites/Workspaces.
Improved reporting capability by reducing
‘clutter’ of completed Projects.
Streamlined system with improved backend
service performance.
Improved live data Disaster Recovery as result of streamlined system/DBs; remote DR site log
shipping sizes etc.
Get the most out of your existing investments! Improve Adoption!
Project Solution – Powered by Microsoft Technologies
Presented by, David Smith and PJ Mistry Slide 3
1) Archive Console (Admin)
Mass archiving tool. Used on the App server.
Used only by EPM Administrators
Filter for projects by user configurable attributes.
Upload a list of project names to archive
Choice of Archiving associated workspaces along with
project schedules. Batch of 100s.
Record project attributes to aid easy recovery.
Automatic clean-up of other system backups (optional)
3) Auto-Archiving for Project Owners
Allows project owners to trigger the project (and
workspace) archiving process based on selected
project attribute on check-in event.
The Project check-in triggers the archiving process and
recording the required attributes to aid easy recovery.
Automatic clean-up of other system backups (optional)
2) Recovery Console (Admin)
Mass recovery tool. Used on the App server.
Used only by EPM Administrators
Filter for projects by user configurable attributes
Only project archived by solution will be shown.
Recover projects and workspaces
Auto publish projects after restore to Draft.
Re-links the projects to associated workspaces
(whether previously archived or not).
4) Archive Project Centre
Assigned Team Members and Project Owners will be
able to continue working with project artefacts within
workspaces (whether archived/moved or not) of
associated archived project schedules.
Only projects that are archived by this solution (ARS)
will be listed i.e. system backups are not listed.
Only Project Owner can restore own projects.
Microsoft EPM Project Archive & Recovery Solution (ARS) - Modules
Fully configurable and simple to use! Maps to your EPM Processes!
Project Solution – Powered by Microsoft Technologies
Presented by, David Smith and PJ Mistry Slide 4
Load projects from server > filter
Load projects from file
Scenario: Mass Archiving (M1)
Project Solution – Powered by Microsoft Technologies
Presented by, David Smith and PJ Mistry Slide 5
Microsoft EPM ARS – Mass Archiving of Project & Workspaces
Project & SharePoint
Archive Stores
EPM ARS
Services
Project Team
Documents
Tasks
Risks
Issues
Change
Reports
Arc
hiv
ed
data
Continued Access to Archived
Project Artefacts
Projects & Workspaces
Mass Archive based on;
- List of Project Names
- Project Attributes e.g. Status, Phase etc.
- Owners/ Project Managers
- Completed Projects
Archive Project Centre
Recovery of Archived
Project by Project
Manager/Owner
Project Solution – Powered by Microsoft Technologies
Presented by, David Smith and PJ Mistry Slide 6
EPM ARS – Mass Archiving of Projects & Workspaces (M1)
1. Load all projects from the EPM Instance.
2. Load list of projects from file.
3. User Configured Search Parameters.
Use selection criteria for filtering/short listing projects list.
4. Optionally, choose to filter for completed projects.
During the first loading of projects, all required attributes are cached enabling quick filtering during subsequent use of selection criteria.
Project Solution – Powered by Microsoft Technologies
Presented by, David Smith and PJ Mistry Slide 7
Load projects from server > filter
Load projects from file
Scenario: Mass Recovery (M2)
Project Solution – Powered by Microsoft Technologies
Presented by, David Smith and PJ Mistry Slide 8
Microsoft EPM ARS – Mass Recovery of Projects & Workspaces
Project & SharePoint
Archive Stores
EPM ARS
Services
Project Team
Documents
Tasks
Risks
Issues
Change
Reports
Continued Access to Archived
Project Artefacts
Mass Restore based
on List of Projects
Mass Restore based
on Project Attributes
Mass Restore based on Owner
Project Solution – Powered by Microsoft Technologies
Presented by, David Smith and PJ Mistry Slide 9
Microsoft EPM ARS – Mass Recovery of Projects & Workspaces (M2)
1. Load all projects previously archived.
2. Load list of projects from file.
3. User Configured Search Parameters.
4. Use selection criteria for filtering/short listing projects list e.g. Division, Cost Centre, Owner or by single project name.
Recovery process restores project to the Draft DB, automatically publishes the project and re-links to associated workspace.
Project Solution – Powered by Microsoft Technologies
Presented by, David Smith and PJ Mistry Slide 10
Archive Project from Project Pro
Listing in Archive Project Centre
Scenario: Automated Archiving (M3)
Project Solution – Powered by Microsoft Technologies
Presented by, David Smith and PJ Mistry Slide 11
Microsoft EPM ARS – Auto Archiving & Recovery (self-service)
Project Team
Documents
Tasks
Risks
Issues
Change
Reports
Project
Managers
Project
Planner/PMO
Project & SharePoint
Workspace Archive
Stores
EPM ARS
Services
Project Recovery by PMs
Arc
hiv
ed
data
Continued Access to Archived
Project Artefacts
Arc
hiv
e
Projects &
Workspaces
Project Solution – Powered by Microsoft Technologies
Presented by, David Smith and PJ Mistry Slide 12
EPM ARS – Automated ‘Self-Service’ Archiving by Project Owners
1. Project Owners (PMs) can archive their own projects by setting the project attribute ‘Archive’ to ‘Yes’.
2. On project close event,
Project Owners (PMs) will be prompted to ensure that their Project Forecast has been published correctly before proceeding with archiving (Optional Add-in).
3. On opting to continue with the archiving process, the Project Owner will be asked to check-in their project.
4. The project and associated workspace is then automatically archived.
Project Solution – Powered by Microsoft Technologies
Presented by, David Smith and PJ Mistry Slide 13
Access Project Workspace
Restore Project and Workspace
Scenario: Archive Projects Centre
Project Solution – Powered by Microsoft Technologies
Presented by, David Smith and PJ Mistry Slide 14
Microsoft EPM ARS – Archive Project & Workspace Centre (M4)
1. Continued access to Project Artefacts even after archiving.
Ability to access SharePoint workspaces of archived project and workspaces. Access by Admin, Project Owners and Assigned Team Members only.
2. Restore by project owners, ‘self-service’.
3. Sort list by Owner, Project Name and Archive Date.
4. Filter by Owner, Project Name or Archive Date – smart filters
Project Solution – Powered by Microsoft Technologies
Presented by, David Smith and PJ Mistry Slide 15
Software Package;
Select/bolt-on modules as needed.
Free Technical Support.
Free Maintenance
Free upgrade to EPM2010 ARS
when purchasing EPM2007ARS.
Volume discounts off retail price
available. Please enquire!!
Additional discount for charities,
Health and educational authorities.
Contact [email protected]
Fully supported, packaged solution
with no hidden extra costs!!
Project Solution – Powered by Microsoft Technologies
Presented by, David Smith and PJ Mistry Slide 16
ARS Module Retail Cost, £
Comment
Archive Console 1,450.00 Per Site/EPM Deployment Used by Admins
Recovery Console 1,450.00 Per Site/EPM Deployment Used by Admins
Auto Archiving for Project Owners 30.00 Per Project Pro User
Archive Project Centre & Recovery 25.00 Per PWA User i.e. PMs, TMs, Execs, RMs etc
Maintenance & Technical FOC Free Technical Support and Maintenance
Microsoft EPM Archive & Recovery Solution (ARS) – Retail Cost
Huge Discounts available for volume and multiple module purchase.
Additional discount for Charity, Health and Educational Authorities.
Contact us for further information;
Project Solution Ltd, 1010 Cambourne Business Park, Cambridge UK
Tel: +44 (0) 1223 597 940 | Email: [email protected]
Project Solution – Powered by Microsoft Technologies
Presented by, David Smith and PJ Mistry Slide 17
Thank You!