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

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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 cmcnulty@kma-llc.net– Blog http://blogs.kma-llc.net/microknowledge– Twitter: @cmcnulty2000– LinkedIn:http://www.linkedin.com/in/cmcnulty

Thank you…

Welcome to SharePoint Saturday—The Conference

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Welcome to SharePoint Saturday—The Conference

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Presenter: Chris McNultySession Name: Together Forever - Project Server /SharePointSession No.: S2B-106