Deploying and Managing Project Server 2010

Audience: IT Professionals, Systems Engineers, PMO Managers, Project Managers, Consultants and other people responsible for the deployment and management of a Microsoft EPM Solution using Project Server 2010 in medium to very large environments.

Technical Level:300-400

 Pre-requsite: a working knowledge of Microsoft Office Project Professional

At Competion you will be able to: Plan the Microsoft EPM infrastructure and deployment, Install and configure Microsoft SQL Server 2008 / Analysis Services, Install and configure Project Server client software, Import project data and resources, Configure Demand Management and Portfolio Analysis and Upgrade and Migrate to Project Server 2010.

 

The goal of this five-day instructor-led course provides students with the knowledge and skills necessary to effectively deploy, configure and manage Microsoft Project Server 2010. Typical products and technologies include Windows Server 2008, Active Directory, Network Internet Information Services (IIS), Load Balancing, Microsoft SQL Server 2008 and Analysis Services, Failover Clustering, Microsoft Exchange 2010, Microsoft SharePoint Technologies, Microsoft Project Server 2010, Microsoft Office Project Professional 2010, Microsoft Office Outlook 2010, Office Web components, messaging and collaboration platforms, and network security products and technologies.

    • Module 1: Planning to Deploy Project Server 2010
    • Module 2: Installing and Configuring Web Services
    • Module 3: Configuring Microsoft SQL Server 2008
    • Module 4: Installing SharePoint Server 2010
    • Module 5: Installing and Configuring Project Server 2010
    • Module 6: Configuring Project Server Clients
    • Module 7: Configuring Project Server Settings
    • Module 8: Configuring Time and Task Management
    • Module 9: Configuring and Managing Project Server Security
    • Module 10: Configuring Demand Management and Portfolio Analysis
    • Module 11: Configuring Project Workspaces
    • Module 12: Project Server Administrative Tasks
    • Module 13: Project Server Disaster Recovery
    • Module 14: Upgrading and Migrating to Project Server 2010

  
Course Outline Details

 Module 1: Planning to Deploy Project Server 2010

This module provides the background knowledge to effectively plan a Project Server 2010 deployment. Lessons presented in this module will detail the logical and physical architecture, planning for high availability and scalability, understanding the Sharepoint site structure and hardware and software requirements.

  • Overview
  • What's New in 2010?
  • Understadning the Logical Architecture
  • Understanding the Physical Architecture
  • Planning for high Availability and Scalability
    • Networkd Balancing Clusters (NLB)
    • Failover Clusters
    • SQL Server Database Mirroring
  • Understanding the Sharepoint Site Structure
  • System Requirements
    • Hardware prerequisites
    • Software prerequisites

Module 8: Configuring Time and Task Management

This module describes how to configure and manage time and task management. Lessons presented in this module will detail how time and task reporting work, what are financial and timesheet periods and how to configure them.

  • Configure Time Reporting Periods
    • Financial and Timesheet Periods
  • Configure Timesheet Settings
    • Configure timesheet line classifications
    • Configure administrative time categories
  • Configure Task Settings
    • Practice: Configuring Time and Task Management

 Module 2: Installing and Configuring Web Services

This module describes how to install and configure IIS 7.5 web services. Lessons presented in this module will detail creating the necessary service accounts, installing and configurng the software components and web service settings.

  • Service Accounts
    • Creating Service Accounts
    • Associate Service Accounts with Local Groups
    • Practice: Creating and Associating Service Accounts
  • Installing and Configuring IIS7.5
    • Install and Configure IIS 7.5
    • Install .NET Framework
    • Configure Firewall Settings
    • Practice: Creating and Associating Service Accounts
  • Configuring Web Sites and Application Pools
    • Create a Web Site
    • Create and Assign ApplicationsPools
    • Configure Web Routing
      • Port Numbers
      • Host Header Names
      • Configure DNS Entries
    • Practice: Creating a Custom Web Site

 Module 9: Configuring and Managing Project Server Security

This module describes how to configure and manage Project Server security. Lessons presented in this module will detail how Project Server security works, creating Project Server security users, groups and categories and configuring the various permissions. 

  •  Overview of Project Server Security
    • What's New?
    • Project Server Security Flowchart
    • Project Server Security Entities
    • Security Permissions
    • Creating Security Templates
    • Practice: Creating Security Templates
  • Creating Project Server Users
    • Using PWA
    • Practice: Creating Project Server Users
  • Creating Project Server Groups
    • Using PWA
    • Configuring Active Directory Synchronization for Groups
    • Practice: Creating Project Server Groups
  • Creating Project Server Categories
    • Using PWA
    • Practice: Working with Project Server Categories

Module 3: Configuring Microsoft SQL Server 2008

This module describes how to install and configure Microsoft SQL Server 2008 for Project Server 2010. Lessons presented in this module will detail installing and configuring SQL Server with Analysis Services and Reporting Services.

  • Installing and Configuring Microsoft SQL Server
    • Install Microsoft SQL Server
    • Configure SQL Server for use with Project Server 2010
    • Configure Firewall Settings
    • Practise: Configuring SQL Server 2008
  • Configuring Analysis Services
    • Overview of Project Server OLAP Cube Database
    • How Project Server create OLAP Cubes
    • Practise: Configuring SQL Server Analysis Services
  • Installing and Configuring SQL Server Reporting Services
    • Overview of SQL Server Reporing Services
    • Install SQL Server Reporting Services
    • Practice: Installing and Configuring SSRS

 Module 10: Configuring Demand Management and Portfolio Analysis

This module describes how to configure and manage Demand Management and Portfolio Analysis. Lessons presented in this module will detail how Demand Management works, defining business drivers, project lifecycle and testing the configuration by creating project proposals, analyses and prioritizing projects and committing selection decisions.

  • Introduction to Demand Management Concepts
    • Governance Workflow
    • Enterprise Project Templates
    • Phases
    • Stages
    • Project Detail Pages (PDP)
    • Project Lifecycle
  • Defining Business Drivers
    • Creating Drivers in Business Driver Library
    • Departmental Associations
    • Project Impact Definitions
    • Practice: Working with Business Drivers
  • Prioritizing Business Drivers
    • Creating Prioritization Sessions
  • Defining the lifecycle for a project
    • Creating Workflow Phases
    • Creating Workflow Stages
    • Creating Workflows
  • Testing Configuration
    • Capture Project Proposals
    • Creating Analyses and Prioritizing Projects
    • Commit Selection Decisions
    • Practice: Testing Configuration

 Module 4: Installing Sharepoint Server 2010

This module describes how to install and configure Sharepoint Server 2010. Lessons presented in this module will detail installing single server and multi server farm configurations.

  • Installing Sharepoint Server 2010
    • Sharepoint Server Setup program
    • SIngle Server Farm installation
    • Mulit-Server Farm installation
    • Stand-Alone computer installation
    • Practice: Installing Sharepoint Server 2010

 Module 11: Configuring Project Workspaces

This module describes how to configure and manage Project workspaces. Lessons presented in this module will detail how Project workspaces work, creating a custom Project Workspace site template, adding and modifying web parts.

  • Working with Project Workspaces
    • Overview of Project Workspaces
    • Workspace permissions
    • Add and modify Project Web Parts
    • Practice: Working with Project Workspaces
  • Creating and Publishing a Custom Project Workspace Site Template
    • Create a Custom Project Workspace Site Template
    • Publish a Custom Project Workspace Site Template
    • Practice: Working Custom Project Workspace Site Template

 Module 5: Installing and Configuring Project Server 2010

This module describes how to install and configure Project Server 2010. Lessons presented in this module will detail configuring single server and multi server farm configurations, configuring Project Server 2010 in an extranet scenario, configuring Forms Authentication and configuring Project Server Reporting.

  • Installing and Configuring Project Server 2010
    • Project Server Setup Program
    • Single Server Farm Configuration
    • Configure Multi-Server Farm
    • Configure Services
    • Set Up Project Web Access
    • Practice: Installing and Configuring Project Server 2010
  • Configuring Forms Based Authentication
  • Overview of Forms Based Authentication 
  • Create an LDAP Data Store using ADAM
  • Extend the Project Web Access Site to use LDAP Data Store
  • Practice: Configuring Forms Based Authentication
  • Configuring Project Server Reporting
  • Overview of Project Server Reporting and Report Center
  • Configure SQL Server for Project Server Reporting
  • Configure Excel Services
  • Configure Single Sign-On (SSO)
  • Practice: Project Server Reporting

 Module 12: Project Server Administrative Tasks

This module describes the administrative tasks that a Project Server Administrator will be required to know. Lessons presented in this module will detail importing projects and resources, configuring and building the OLAP Cube, reviewing and creating views.

  • Importing Projects and Resources
    • Importing Resources
    • Importing Projects
    • Practice: Importing Projects and Resources
  • Configuring and Building the OLAP Cube 
    • Configure the Cube Building Service
    • Configure the Build Settings for the Cube Database
    • View OLAP Cube data
    • Practice: Configuring and Building the OLAP Cube
  • Creating and Modifying Views
    • Overview of current views
    • Modifying views
    • Creating a Data Analysis view
  • Practice: Creating and Modifying Views

 Module 6: Configuring Project Server Clients

This module describes how to configure Project Server clients. Lessons presented in this module will detail creating Project Server profiles, installing and configuring the necessary software components. 

  •  What's New?
  •  Microsoft Office Project Professional 2010
    • Difference between authentication and authorization
    • Create Project Server profiles
    • Configure the Local Project Cache
    • Practice: Configuring Project Professional 2010
  • Project Web Access
    • Add PWA site to Internet Explorer Trusted Sites Zone
    • Log on to PWA
    • Practice: Working with Project Web Access

Module 13: Project Server Disaster Recovery

This module describes the tasks that a Project Server Administrator will be required to know to implementing a disaster recovery plan. Lessons presented in this module will include the backing up and restoring of SQL databases, OLAP cubes, IIS metabase, binary files, Project Server settings using built-in tools and Project Resource Kit.

  •  Documenting Infrastructure Configuration
    • Maintaining Hardware Records
    • Maintaining Software Records
  • Backing up Project Server
    • Project Web Access Administrative Backup 
    • Binary Files and System State
    • IIS Metabase and SSL Certificates
    • SharePoint Products and Technologies Data
    • Databases and OLAP Cubes
    • Configuration Settings
    • Practice: Backing up Project Server
  • Project Server Recovery
    • Project Web Access Administrative Restore
    • Web Front-End Server
    • SQL Server
    • Project Server & SharePoint Server
    • Synchronizing databases
    • Practice: Recover Project Server

 Module 7: Configuring Project Server Settings

This module describes how to configure the enterprise data settings, time and task management and operational policies. Lessons presented in this module will cover creating and configuring enterprise custom fields, calendars, and time & task management and server settings.

  • Configuring Enterprise Data Settings 
    • Create Enterprise Custom Fields
    • Resource Breakdown Structure (RBS)
    • Configure Enterprise Global template
    • Create Enterprise Calendars
    • Practice: Configuring Enterprise Data Settings
  • Configuring Operational Policies
    • Configure Additional Server Settings
    • Configure Active Directory Enterprise Resource Pool Synchronization
    • Practice: Configuring Operational Policies

 Module 14: Upgrading and Migrating to Project Server 2010

This module describes how to upgrade and migrate to Project Server 2010. Lessons presented in this module will detail upgrading Project Server 2007 single and multi server farm using In-Place and DB-Attach upgrade methods and Migrating from Project Server 2003.

  • Overview
    • Prerequisites
  • Understanding Backwards Compatibility Mode (BCM)
  • Migrating from Project Server 2003
    • Practice: Migrating Project Server 2003 
  • Upgrading to Project Server 2007
    • In-Place Upgrade 
    • DB-Attach Core Upgrade
    • DB-Attach Full Upgrade
    • Practice: Upgrading Project Server 2007