Best Practices for Deploying Microsoft Project Server 2010 on SharePoint FarmGary CrichEPM Delivery ArchitectMicrosoft Corporation

OSP332

Agenda

Architecture

Dedicated versus Shared

Capacity Planning

Upgrade

Operations

Agenda

ArchitectureDedicated versus SharedCapacity PlanningUpgradeOperations

TechNet & Content Pivot Viewer

http://technet.microsoft.com/en-us/projectserver/hh240184

Project, Resource, and Portfolio Management

PortfolioManagement

Project Management

ResourceManagement

Collaboration &Communication

STRATEGICALIGNMENT

• Prioritization• Selection and optimization• Governance

• Planning• Project execution • Risk management

• Business Intelligence• Team collaboration• Consistent

processes

• Resource planning • Skills management• Cost management

Gartner gives highest ranking to MicrosoftGartner MarketScope for Project and Portfolio Management Applications

Microsoft received the highest rating possible with a Strong/Positive rating, June 2011

Source:“MarketScope for Project and Portfolio Management Applications”, GartnerResearch, June 2011The MarketScope is copyrighted 2011 by Gartner, Inc. and is reused with permission. The MarketScope is an evaluation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the MarketScope, and does not advise technology users to select only those vendors with the highest rating. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. This MarketScope graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from Microsoft.

Logical Architecture (per instance)

DraftPublishe

dReportin

gArchiv

e

Web Services

Project Professiona

lBrowsers

Project Web Application

3rd Party Application

Business Objects

Events

Queue

WCF Forwarder

Web Service

Forwarder

3rd Party Applicatio

n

SPF and SPS

ConfigContent

SharePoint Foundation

& SharePoint

Server

WCF Service

Client Tier

Application Tier

Database Tier

Web Tier

Data Access Layer (DAL)

SSAS: OLAP

Project Web App & Project Sites

Project Web App Site: Top-Level SiteCreated once you provision a PWA instance in the SP Central Administration pageSpecific pages & web partsStores all scheduling data (plans, resources, timesheets etc…)One per business unit/group typically

Project Site: Sub-Sites Created once Project are published Contains structured (Risks, Issues,

Deliverables etc.) & unstructured content (documents, pages etc.)

One site per project/program typically

PWA Web Part nameApproval CenterIssuesMy Queued JobsMy ScheduleMy TasksMy TimesheetProject CenterProject DetailsProject FieldsProject SitesProject Strategic ImpactRemindersResource AssignmentsResource CenterRisksTeam TasksWorkflow Status

Project Server 2010 Specifics

Must be installed on each application server and front-end Web in the farmProject Queue ServicesAuthorization/Permission ModelWeb browser support with SP1 (Safari, Chrome, Firefox)SQL Server 2012 supported with SP/PS SP1 or greaterRequires SQL Server Analysis Services for reportingResource PoolProject Server 2010 does not support multi-tenant environments

Small Farm

Availability

Performan

ceImplementation: Small to Large

Each server role on its own server

Medium Farm

Multiple servers for most server roles Large Farm

Multiple servers for each server role, may include multiple farms for specific purposes.

Multiple environments: • Development• Proof Of Concept• Pilot• Test/Staging• Production

Agenda

ArchitectureDedicated versus SharedCapacity PlanningUpgradeOperations

Deployment ScenariosTogether/Coexistence

Single farm with both Project Server and SharePoint Server 2010Apart/Standalone

Dedicated Project Server Farm running SharePoint Server 2010Mixed server versions in the same farm is NOT supported

Project Server 2007 with SharePoint Server 2010Project Server 2010 with SharePoint Server 2007 or Windows® SharePoint® Services (WSS) 3.0

Dedicated Project Server Farm

Dedicated SharePoint Server Farm

Coexistence Add SharePoint Server Add Project Server

Merge into a single Farm

Standalone Split Existing Farm into two Farms

EPM and Office SharePoint Server 2007 Coexistence — Intranet Scenario (TechNet whitepaper applicable to 2010)

Single Project and SharePoint Server FarmAdvantages

Server Consolidation (SharePoint as a service, single infrastructure)Content managementAdministration and Maintenance

Single software update plan

Leverage high availabilityProject Server is a SharePoint app

DisadvantagesSoftware UpdatesAdditional training required for SharePoint Administrator(s)Additional Licenses Required

Separate Project and SharePoint Server Farm

AdvantagesFarm Hardware and Software UpdatesNo dependency on the Intranet farm’s availabilityChange ManagementSecurity IsolationLeverage the same SQL Server infrastructure as the other Farm

DisadvantagesAdditional Administrative Tasks

Applying and testing patches on two farms versus one

Content Management and GovernanceProject Server’s SharePoint content cannot be stored on another farm

Greater costAdditional hardwareAdditional software licenses

Functional Coexistence Options

• Project Workspaces cannot be created in another Farm, but can belong to multiple Site CollectionsContent

• Integrating Project Server Web parts in other SharePoint sites• Supported scenarios documented in TechNet• Page Viewer Web part

Web Part

• Surfacing Project Server data• KPI, Excel Services, PerformancePoint Services, Business

Connectivity Services, SQL Reporting Services, DashboardsReporting

• Querying Project Server data• Enterprise Search and Business Connectivity ServicesSearch

Agenda

ArchitectureDedicated versus SharedCapacity PlanningUpgradeOperations

Capacity PlanningConsiderations

Projects Number of projects Typical project sizes in terms of tasks Number of project level custom fields Level of linking (dependencies) between

tasks

Users Concurrency of users What security permissions do users

have? Geographic distribution of users

Usage Patterns Workload Conditions Average time between page

requests Average session time Payload of Pages

Other Considerations Issues, Risks and Deliverables Calendars High Availability Virtualization Storage - Disk I/O Line Of Business integration

VirtualizationVirtualization does not provide parity with physical machines without proper planning

Overhead exists with any virtualization technologyProper planning will help to achieve near-parity, resources:

Infrastructure Deployment Planning Guides http://technet.microsoft.com/en-us/solutionaccelerators/ee395429.aspx Understand system resource costs http://msdn.microsoft.com/en-us/library/cc768536(BTS.10).aspxVirtual machine guidance (SharePoint Server 2010) http://technet.microsoft.com/en-us/library/ff621103.aspx

Plan your Project Server deployment, build your virtualization plan around itUnderstand scenario, workload, and service characteristics

ResourcesPlan for using Project Server 2010 in a Hyper-V virtual environment SharePoint 2010 Virtualization Resource CenterVirtualization of Microsoft SharePoint Products and Technologies Support Article: Hardware virtualization support for SharePoint products and technologies (KB 909840)Video: TechNet Webcast: Deep Dive - Microsoft Virtualization Best Practices for SharePoint 2010 (Level 300)Best practices for virtualization (SharePoint Server 2010)

Capacity Top Recommendations

Apply appropriate security model to trim dataAdhere to a stringent maintenance and operational processMonitor system performance against workloadsMonitor SQL IndexesLimit tasks to 8hr – 80hr durationLimit publish operationsInvest in appropriate SQL Server

Ensure optimized disk subsystemSize the farm against appropriate workloadsImplement best practices across all technologiesNetwork LatencyKeep Web Front End, Application Server and SQL Server separateOverloading ServicesLimit custom field usage and formula driven fieldsLimit number of fields in views

Highlights

Determine which of the datasets (small, medium, or large) will match to your expected datasetUse the recommended hardware topologyMonitor your Farm’s performance!Optimize your deployment according to Best Practices on TechNet and based on performance counters learning'sCapacity Planning in Project Server 2010 White PaperBest practices for capacity management for SharePoint Server 2010

Agenda

ArchitectureDedicated versus SharedCapacity PlanningUpgradeOperations

Upgrade from Project Server

Streamlined upgrade experience compared to previous versions

All upgrade “tools” Out-of-the-BoxComprehensive documentation available on Project 2010 TechNet Center

Two ways to get environment upgradedDatabase Attach

5 DB (full upgrade) = SharePoint data (Project Workspaces) and Project Server data (recommended)4 DB (core upgrade) = Project Server data onlyUpgrade of the databases happen automatically during PWA Provisioning. Possible warnings or errors in the ULS folder.

In-place upgradeCould be constrained by hardware requirements or 64 bit technology

Project Server version compatibility matrix

Project Server 2003

Project Server 2007

Project Server 2010

Project Professional 2010 Not Supported Not Supported Full connectivity

Project Professional 2007 Not Supported Full connectivity

Connectivity to Server in BCM*

(Project Professional 2007 SP2 required)

Project Professional 2003

Full connectivity Not Supported Not Supported

Installation Requirement

Will coexist on the same farm with

Will NOT work with

Project Server 2010

SharePoint Server 2010 Enterprise

SharePoint Server 2010 Enterprise

Office SharePoint Server 2007

Project Server 2007

Windows SharePoint Services 3.0

Office SharePoint Server 2007 SharePoint Server 2010

Project Desktop and Project Server

Project Server and SharePoint Server

Installation Process

Central Admin Configuration

Project Web Access Admin Configuration

Post Configuration

Install Project Server

Run SharePoint Configuration Wizard

Project Server 2010

Run Pre-Requisite Installer

Install SharePoint Server 2010

SharePoint Server 2010

Install Windows Server

Run Windows Update

Base Installation

Install SQL Server and Components

Install Updates

SQL Server

PowerShell Support

Required Service Application Project Service Application (to host Project Web App

instances) Excel Services (Used for Reporting) PerformancePoint Service (Used for Reporting) Secure Store Service (Used for Reporting) State Service (Used for Charting)Slipstream latest software updates

Project Web App Core Items

Base security & users

Configure reportingExcel Services

Secure Store Service

Cube Building Service (Analysis Services OLAP cubes)

Time Reporting PeriodsRequired now for My Tasks/My Timesheets

Exchange IntegrationProject Server users can view Project Server tasks as Outlook tasks without ActiveXRequires configuration in both Project Server and Exchange Server

Agenda

ArchitectureDedicated versus SharedCapacity PlanningUpgradeOperations

Monitor, Monitor, MonitorBe proactive not reactive!Implement monitoring plan

Microsoft SharePoint 2010 Products Management Pack for System Center Operations Manager 2007System Center Operations Manager knowledge articles (Project Server 2010) System Center Operations Manager knowledge articles (SharePoint Server 2010)

Analyze logs on a regular basisUse Performance Analysis of Logs Tool to perform A Farm Health Check

Project Server 2010 Administrator's Guide

SQL Database

Implement maintenance plans, please Checking database integrity Defragmenting indexes by either reorganizing them or rebuilding themMonitoring database size to determine whether to grow or shrink databases (non peak hours)

Backup planMonitor, monitor, monitor! (don’t forget I/O)

High-Level Software Update StepsTechNet Resources

Update Center for Microsoft Office, Office Servers, and related productsDeploy Project Server 2010 updates

StepsPreparation

Complete software update signoff in a test environmentBack up your environment because you cannot uninstall an updateCreate a single deployment package (slipstream)

InstallationMicrosoft SharePoint Server 2010 and Project Server 2010 Cumulative Update Server Hotfix Package  Language packs (if needed)Repeat the steps above for each server in your farmRun the SharePoint Products and Technologies Configuration WizardDeploy the Project desktop update

VerificationReview the ULS logs (C:\Program Files\Common Files\Microsoft Shared\Web server extensions\{version}\LOGS)Verify the product version in Add or Remove Programs/Programs and FeaturesVerify the database version

Latest Updates:• Service Pack 1• April 2012

Cumulative Update

Where to look when things go wrong

Start with the ULS and Application Event LogsSQL Server error logsSharePoint Health AnalyzerProject Server TechCenter

http://technet.microsoft.com/en-us/projectserver/ee263909.aspx#tab=1

Brian Smith's Microsoft Project Support BlogThe Project Admin BlogForumsBing search!

Tools of The Trade

PlaybookProjToolSharePoint Developer DashboardFiddler 2Netmon 3.4Process Monitor (SysInternals)PerfMonPowerShellSQL Profiler TraceAnd more…

Getting Trained & Finding PPM Partners

Microsoft Project Training & LearningMicrosoft Project And Portfolio Management Partners

Microsoft Project & Portfolio Certified Partners by Geography

http://www.microsoft.com/project/en-us/partners.aspxhttp://www.microsoft.com/project/en-us/train-learn.aspx

Microsoft Project 2010 ResourcesProduct information

http://www.microsoft.com/project/2010 Project Team Blog http://blogs.msdn.com/project

End-User Product HelpProject 2010 http://office2010.microsoft.com/project-help Project Server 2010 http://office2010.microsoft.com/project-server-help

Interactive content - Videos & Sessions & Webcasts http://www.microsoft.com/showcase/en/US/channels/microsoftproject

IT Professional relatedTechCenter @ TechNet http://technet.microsoft.com/ProjectServer Admin Blog http://blogs.technet.com/projectadministration

Developer related Developer Center @ MSDN http://msdn.microsoft.com/Project Programmability blog http://blogs.msdn.com/project_programmability

Partner RelatedProject and Portfolio Management Competency https://partner.microsoft.com/global/program/competencies/compprojectandportfoliomanagement

Additional questions? Project 2010 Forums!http://social.msdn.microsoft.com/Forums/en-US/category/projectserver2010,projectprofessional2010

Summary

Project Server 2010 is built on SharePoint 2010It’s an Enterprise application that requires Enterprise resourcesMicrosoft Project Conference 2012 Sessions are now Live!!

http://blogs.msdn.com/b/project/archive/2012/05/16/announcing-public-access-to-project-conference-2012-content.aspx

Related Content

OSP03-TLC - Microsoft Project 2010 - S. Hall A

OSP301 - Turning Project Data into Real-World Reports

OSP201 - Business Intelligence in Microsoft Office and SharePoint 2010

OSP339 - Advanced Microsoft SharePoint 2010 Upgrade Troubleshooting

Find Me Later At The Microsoft Technical Learning Center

The Business Collaboration Platform for the Enterprise & the Internet

The capabilities of SharePoint 2010 provide a powerful business collaboration platform

Deliver the Best Productivity Experience

Cut Costs with a Unified Infrastructure

Rapidly Respond to Business Needs

The Business Collaboration Platform for the Enterprise and the Internet

Manage Resources Improve efficiency and save money by better managing work and allocation of resources

Maximize Portfolio Returns Make informed investment decisions and effectively communicate results across a portfolio of projects

Keep Teams Productive Save time and improve project results by centralizing team collaboration on deliverables and tasks

Improve SharePoint ROI Effectively manage requests to maximize the ROI of your SharePoint environmentwww.sharepoint.microsoft.com

www.microsoft.com/project

Project and SharePoint Better Together

Resources

Connect. Share. Discuss.

http://northamerica.msteched.com

Learning

Microsoft Certification & Training Resources

www.microsoft.com/learning

TechNet

Resources for IT Professionals

http://microsoft.com/technet

Resources for Developers

http://microsoft.com/msdn

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© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to

be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS

PRESENTATION.