Planning, Deploying and Managing Microsoft Project Server 2010

SharePoint Site Architecture

 Project Professional 2010 Requirements

 Project Web App Requirements

 Project Server 2010 Requirements

Describe the new features of Project Server 2010.

Describe the logical architecture of Project Server 2010.

Describe the physical architecture of Project Server 2010.

Describe the SharePoint Site architecture.

Explain the hardware and software requirements needed.

This module describes how to install and configure the software and service prerequisites prior to installing SharePoint and Project Server 2010. Lessons presented in this module will detail creating and associating the necessary service accounts, installing and configuring the software components, web service settings and configuring SQL Server.

Creating Service Accounts

 Overview of Service Accounts

 Stand-Alone Installation

 Single-Server/Multi-Server Farm Installation

 Service Accounts Required

 Security Groups Required

Installing and Configuring IIS 7

 Install IIS 7 using Server Manager

 Install IIS 7 using PowerShell Script

 Understanding Web Application Pools

 Create a Web Site

Create Service Accounts

Create Security Groups

Install Internet Information Services 7

Create a New Application Pool

Create a New Web Site

Stop and Start Web Sites

Add Inbound Rule using Windows Firewall Settings

Add Inbound Rules using Netsh Advfirewall

Create service accounts to be used in SharePoint/Project Server 2010.

Install and configure Internet Information Services 7.

Configure Web Application Pools and Web Sites.

Install and configure Microsoft SQL Server.

Configure Microsoft SQL Server Analysis Services.

This module describes how to install SharePoint and Project Server 2010. Lessons presented in this module will detail installing stand-alone computer, single server and multi-server farm installations. You will also learn how to use the Initial Farm Configuration Wizard, manually configuring SharePoint services and provision the Project Web App instance.

Installing Software Prerequisites

SharePoint 2010 Products Preparation Tool

Manual Installation of Prerequisite Software

Installing SharePoint and Project Server 2010

SharePoint Setup Program

Standalone Installation

Farm Installation

Project Server Setup Program

Configuring SharePoint Server 2010

SharePoint 2010 Products Configuration Wizard

Running the Farm Configuration Wizard

Manually Configuring SharePoint Services

Creating Service Applications

Configuring Outgoing E-mail

Configuring a Multi-Server Farm

Creating and Configuring a PWA Site

Creating a Web Application-Claims-Based Authentication

Creating a Web Application-Classic Mode Authentication

Provisioning a Project Web App Site

Install the Prerequisite Products and Updates

Verify Installation of the Prerequisite Products and Updates

Install the SharePoint Server 2010 Setup Files

Install the Project Server 2010 Setup Files

Run the SharePoint 2010 Products Configuration Wizard

Run the Farm Configuration Wizard

Modify Web Application Site Settings

Add SharePoint Managed Accounts

Configure SharePoint Foundation Search Service

Configure SharePoint Server Search

Configure Outgoing E-mail Settings

Create the Web Application for the Project Web App Site

Create the Project Web App Site

Configure Workflow Proxy Settings

Install the software prerequisites.

Install SharePoint Server 2010.

Install Project Server 2010.

Configure SharePoint Server 2010.

This module describes how to configure Project Server clients. Lessons presented in this module will detail how to create Project Server profiles, configure Internet Explorer to work with Project Web App. You will also configure Exchange Server integration with Project Server 2010.

Microsoft Project Professional 2010

 Overview of Microsoft Project 2010

 Installing Microsoft Professional

 Difference between Authentication and Authorization

 Creating a Project Server Authentication Profile

 Logging on to Project Server

 Local Project Cache

 Managing Local Project Cache

Working with Project Web App

 Logging on to PWA using Internet Explorer

 Signing In and Signing Out of PWA

 Adding a PWA Site to Trusted Sites Zone

Configuring Exchange Server Integration

 Enabling Exchange Synchronization for PWA Site

 Creating a PWA User Account for each Exchange CAS

 Modifying Project Server Users for Exchange Sync

 Configuring Impersonation Permissions

Create Project Server Authentication Profile

Configure Local Cache Settings

Add the Project Web App Site to Trusted Sites Zone

Configure PWA Synchronize Tasks

Create a PWA User Account for an Exchange Client Access Server

Configure a PWA User Account for Exchange Synchronization

Configure Exchange Server Settings

Install and configure Microsoft Project Professional 2010.

Use Project Web App.

Configure Exchange Server Integration with Project Web App.

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

Configuring Time and Task Settings

 Configuring Fiscal Periods

 Configuring Time Reporting Periods

 Configuring Task Settings and Display

Configuring Timesheet Settings

 Configuring Timesheet Settings and Defaults

 Creating Line Classifications

 Configuring Administrative Time

Configuring Operational Policies

 Configuring Alerts and Reminders

 Configuring Additional Server Settings

 Configuring Server-Side Event Handlers

 Active Directory Enterprise Resource Pool Synchronization

 Configuring Project Site Settings

 Configuring Project Site Provisioning Settings

Configure Financial Periods

Configure Time Reporting Periods

Configure Task Settings and Display

Configure Timesheet Settings and Defaults

Create Line Classifications

Create a Category for Administrative Time

Configure Alerts and Reminders

Configure Additional Server Settings

Configure Project Site Provisioning Settings

Configure time and task settings.

Configure timesheet settings.

Configure operational policies.

This module describes how to configure the enterprise data settings, time and task management and operational policies. Lessons presented in this module will cover how to create and configure enterprise custom fields, calendars, and time & task management. You will also learn how to import resource and project data.

Configuring Enterprise Custom Fields

 Overview of Custom Fields

 Enterprise Custom Fields

 Configuring Enterprise Field Definitions

 Creating Enterprise Custom Field Definitions

 Creating Lookup Tables

 Preconfigured Enterprise Custom Fields

Configuring Enterprise Objects

 Resource Breakdown Structure

 Security Rules and the RBS

 Configuring the Enterprise Global

 Configuring Enterprise Calendars

Importing Resource and Project Data

 Overview of Importing Data

 Importing Resources to Enterprise

 Importing Projects to Enterprise

Create Custom Enterprise Resource Lookup Tables and Fields

Create Custom Enterprise Project Field

Create Custom Enterprise Task Fields

Restore Custom Fields and Lookup Tables

Test the RBS

Customize the Enterprise Global

Modify Standard Enterprise Calendar

Create a New Enterprise Calendar

Import Resources

Import Projects

Configure Enterprise Custom Fields

Configure Enterprise Objects

Import Resource and Project Data

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

Overview of Project Server Security

 Project Server Security Workflow

 Project Server Security Entities

 Project Server Users

 Project Server Groups

 Project Server Categories

Understanding Security Permissions

 Project Server Security Permissions

 Global Permissions

 Category Permissions

 Category Dynamic Rules

 Security Templates

Creating Project Server Users

 Creating Project Server Users using PWA

 Creating Project Server Users using STSADM

Creating Project Server Groups

 Overview of Project Server Groups

 Creating Project Server Groups using PWA

 Creating Project Server Groups using STSADM

 Configuring Active Directory Synchronization for Groups

Creating Project Server Categories

 Overview of Project Server Categories

 Creating Project Server Categories using PWA

 Creating Project Server Categories using STSADM

Create a Security Template for the PMO

Modify the Project Manager’s Default Security Template

Creating an Active Directory User Account

Creating a Project Server User Account

Adding and Configuring Additional User Accounts

Creating a Project Server Group

Configuring Active Directory Synchronization for Groups

Applying Custom Security Templates to Project Server Groups

Create a Project Server Category

Modify a Project Server Category

Apply Custom Security Templates to Project Server Categories

Test Project Server Security

Understand how Project Server security works.

Create Project Server users.

Create Project Server groups.

Create Project Server categories.

This module describes how to configure and build Project Server OLAP cubes and Project Server views. Lessons presented in this module will detail how to configure SQL Server Analysis Services, OLAP Database Build settings and how to customize the OLAP database configuration. You will also learn how to create and modify Project Server views.

Configuring Analysis Services

 Overview of OLAP Cubes

 How Project Server Creates OLAP Cubes

 Requirements for SQL Server Analysis Services

Configuring and Building the OLAP Database

 Configuring the OLAP Database Build Settings

 Customizing OLAP Database Configuration

 Configuring Clients to View OLAP Cubes

Creating and Modifying Views

 Overview of Views

 Creating or Modifying Views

Installing SQL Server Analysis Management Objects (AMO)

Adding the SharePoint Service Account to MSAS Local Group

Create a Repository Database

Add the Server Role Member to Analysis Services

Configure Analysis Services to use the Repository Database

Configure and Build the OLAP Database

Verify the Creation of the OLAP Cube Database

Modify Project Center Summary View

Modify Project Tasks Summary View

Configure Analysis Server

Configure and Build Project Server OLAP Database

Create and Modify Project Server Views

This module describes how to configure and manage Project Sites. Lessons presented in this module will detail how Project Sites work, how to create a custom Project Site template and adding and modifying web parts.

Working with Project Sites

 Working with Risks

 Working with Issues

 Working with Document Libraries

 Working with Deliverables

 Project Site Permissions

Working with SharePoint Web Parts

 Adding a Web Part in the Web Part Gallery

 Web Part Security

 Adding Web Parts to Project Site

Treating a Custom Project Site Template

 Customize the Project Site

 Save the Site as a Template

 Modify Project Site Provisioning Settings

Modify the Web Part Security

Create and Publish a Temporary Project

Add and Customize a Web Part to the Project Site

Lab : Working with Project Site Templates

Understand what are Project Sites.

Add Custom Web Part to Project Sites.

Create and Install a Custom Project Site Template.

Understand what are Project Sites.

Add Custom Web Part to Project Sites.

Create and Install a Custom Project Site Template.

This module describes the administrative tasks that a Project Server Administrator will be required to know. Lessons presented in this module will detail how to work with administration tools, such as the SharePoint Developer Dashboard, Health Analyzer and Usage Logging. You will also learn how to backup and restore Project Server objects and databases using SharePoint Central Admin and the SQL Server Management Console.

Working with Administration Tools

 SharePoint Developer Dashboard

 Health Analyzer

 Diagnostic Logs

 Best Practices with Diagnostic Logs

Project Server Database Administration

 Deleting Enterprise Objects

 Forcing Check-In Enterprise Objects

 Backing Up and Restoring Project Server Data

Project Server Disaster Recovery

 Backing Up and Restoring Databases using SharePoint Central Administration

 How to Back Up a SQL Server Database

 How to Restore a SQL Server Database

Appendix A

Configuring Forms Based Authentication

 Overview of Forms Based Authentication

 Creating a SQL Server Database to Store FBA Users

 Configuring FBA Objects on SQL Server

 Extending the PWA Web Application

 Configuring IIS Web Sites to use SQL Provider

 Adding Extranet Users using the IIS Console

 Crating a DNS Alias (CNAME) Record

Enable “On Demand” SharePoint Developer Dashboard

Configure SharePoint Health Analyzer

Configure Diagnostic Logging

Force Check-in of a Project

Delete a Project

Schedule a Backup of Enterprise Objects

Perform an Administrative Backup

Create a Shared Folder and Assign Permissions

Backup SharePoint Farm using Central Administration

Restore SQL Server Database from Backup files

Create a SQL Server Database to Store FBA Users

Create a FBA Service Account on SQL Server

Configure an FBA Database

Add SQL Server Authentication to SQL Server

Extend the PWA Web Application

Create Alias (CNAME) Record for Extranet Web Site

Configure IIS Web Sites to use SQL Membership Provider

Configuring and Adding Extranet Users

Create a Project Server User

Sign into PWA Extranet

Work with administration tools.

Backup and restore Project Server Objects.

Backup and restore Project Server data.

Using SharePoint Central Administration.

Using SQL Server Management Studio.