SharePoint Saturday New York City

July 2011 Chris McNulty / Amy Talhouk

Together Forever: Project Server and SharePoint 2010

• 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

I live outside Boston…

But I’m from here…

Amy Talhouk

• KMA Associate focused on Project Management, Business Analysis and building our PMO

• Boston University School of Management

• BA in Finance

• Masters in Management Information Systems

• 15 year IT Professional focused in Financial Services Software Development and Consulting

• Supported and promoted SharePoint and Project Server in various capacities since 2004

•Avid cook and mother of 15 year old twins!

• 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?

• 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

• EPM – Enterprise Project Management

• PWA – Project Web Access

• SSRS – SQL Server Reporting Services

• SSA – Shared Service Application

• CAL – Client Access License

• SSAS – SQL Server Analysis Services

• BI – Business Intelligence

• OWA – Office Web Applications

• PMO – Project Management Office

• 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

• Simple tracking systems • SharePoint List

• SharePoint Document Library

Maturity Level - Tracking

• SharePoint Teamsite – Calendar

– Task List

– Risk List

– Contacts

– Documents

– Announcements

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 (maybe?)

Enhanced Collaboration and Reporting SharePoint 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

SharePoint

Task List

Project Server 2010

Project Plan

• Financial management

• Portfolio level reporting

• Centralized issue and status reporting

– Project Server 2010

– SharePoint Team site

– Dashboard

Project Maturity Level - Management

DEMO – SharePoint for Project Management

The decision whether to move to Project Server 2010 is related to the following factors:

– Maturity

– Complexity • 10 projects, 30 lines

– Portfolio size • Rule of Thumb >$5m

– Resource management • Need to allocate 25% for maintenance and firefighting?

– Dashboards and reporting

– Governance!!!

Project Server – Why or Why Not?

• Overview

• Project 2010 Investment Areas

– Unified Project and Portfolio Management

– Simple and Intuitive User Experience

– Enhance Collaboration and Reporting

– Scalable and Connected Platform

Microsoft Platform Overview

Microsoft SharePoint 2010 Ribbon UI

SharePoint Workspace

SharePoint Mobile

Office Client and Office Web App Integration

Standards Support

Tagging, Tag Cloud, Ratings

Social Bookmarking

Blogs and Wikis

My Sites

Activity Feeds

Profiles and Expertise

Org Browser

Enterprise Content Types

Metadata and Navigation

Document Sets

Multi-stage Disposition

Audio and Video Content Types

Remote Blob Storage

List Enhancements

Social Relevance

Phonetic Search

Navigation

FAST Integration

Enhanced Pipeline

PerformancePoint Services

Excel Services

Chart Web Part

Visio Services

Web Analytics

SQL Server Integration

PowerPivot

Business Connectivity Services

InfoPath Form Services

External Lists

Workflow

SharePoint Designer

Visual Studio

API Enhancements

REST/ATOM/RSS Communities

Search

Sites

Composites

Content Insights

Project 2010 Investment Areas

But do you remember…

SharePoint and Project Server

Microsoft Project 2010 Unified Project & Portfolio Management

Single server with end to end PPM capabilities

Flexible project capture and initiation

Enhance governance through workflow

Powerful portfolio selection analytics

Microsoft Project 2010 Simple and Intuitive User Experience

Ribbon UI and Backstage view

Intuitive Excel-like behavior

Timeline and Team Planner views

Web-based project editing

User Experience Web-based Project Editing brings the power of Project Professional to the browser

Easily create schedules and conveniently update projects online

Flexible scheduling puts you in control of the plan

Add more than 100 tasks and assign multiple resources per task

Gain insight through multi-level undo and change highlighting

Microsoft Project 2010 Enhanced Collaboration and Reporting

Built on SharePoint Server 2010

Connect teams with SharePoint Sync

Better time and status reporting

Easily create reports and dashboards

Communities

Search

Sites

Composites

Content Insights

Collaboration and Reporting Simplified 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

Collaboration & Reporting Simply 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

Microsoft Project 2010 Scalable and Connected Platform

Extend Interoperability

Simplified Administration

Rich Platform Services

Developer 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

SharePoint 2010/Project Server Summary 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…

(36) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

Twitterhashtag: #spsnyc Twitter hashtag:

SQL Server Reporting Services (SSRS)

• “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

(37) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

Twitterhashtag: #spsnyc Twitter hashtag:

PerformancePoint 2010

• Dashboard Designer (browser downloadable)

• Integrates Excel Services, SSRS, and Performance Point Elements

• Sophisticated self service modeling and dashboards

• Decomposition Tree to explore data sets

• Ideal for SSAS but also work with standard data sources (lists, SQL)

• Requires true SQL development to build and maintain SSAS cubes for KPIs and scorecards

• If you have Project Server you already have cubes!

Database relationships

Draft Published

Archive

Reporting

SharePoint Sites

Edit/Save/Publish

Admin Backup

Publish

Pu

blish

Backu

p

Cube Rebuild

Cube Rebuild

Analysis Services

DEMO – PerformancePoint

Architecture and Design

• Install SP Enterprise first, then Project Server

• Use SQL 2008 R2

• Install 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 • 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

43

Web Applications

http://intranet

http://centadmin

Site Collections - PWA

Site Hierarchies

Single Sites (MySite)

Sites - Projects

Lists Libraries Pages Web Parts

• The 2007 Shared Services Provider has been broken up; each of its elements is now a Shared Service Application

• Mix and match as needed

• In 2010, administration can be delegated – Unlikely to

delegate Project SSA outside IT!

Shared Service Applications

http://globalweb http://itportal

Project

Search

Excel Calc

Metadata

User Profiles

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”

• Write once (Project 2010), read many (PWA)

• Share edits with PWA, Tasks instead of sharing the full plan

• Project Server Accounts (Project Client)

• Patching

• Admin backups

Best administration practices

Twitter hashtag:

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

Project Server Tips

• Release Cycle – Major Service Packs 6-12 Months – Aggregated Cumulative Updates every two months.

• Announcements – Microsoft usually announces them on the SharePoint Team

MSDN blog, http://blogs.msdn.com/b/sharepoint/ and consolidates the latest patch news at: http://technet.microsoft.com/en-us/sharepoint/ff800847.aspx

– Also, I tabulate all the patch versions and build numbers on my blog at http://blogs.kma-llc.net/microknowledge/version-build-numbers/

• Service Packs are usually directly available for download. • For Cumulative Updates, you have to supply an email

address, and you’ll be sent a link to a password encrypted download file.

• Platforms: – SharePoint Foundation 2010 – SharePoint Server/Project Server 2010 ***

Patching

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

(55) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

Twitterhashtag: #spsnyc Twitter hashtag:

SharePoint Coverage Across the Maturity Model Stage Excel/Word SharePoint Project Project Svr

None X X X X

Tracking Simple lists √ ? X X Collaboration Web tasks & docs

√ √ X X

Planning Standard resources/plans

√ √ √ ?

Management Cost mgmt, issues, status reports ? √ √ √ Portfolio Demand 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?

Project Server Success Factors

(57) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

Twitterhashtag: #spsnyc Twitter hashtag:

Where are you now? Where will you be?

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

= 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

• Chris

– SharePoint Saturday the Conference August 11-13 (MMS, BI, EPM, IT, Adoption)

– Connecticut SharePoint User Group August 10 (Business Intelligence)

– New Jersey SharePoint User Group September 14 (Business Intelligence)

– SharePoint Saturday NH – September 24, 2011 (Business Intelligence)

– KMWorld DC October 2011 (IT)

• Amy

• SharePoint Saturday NH – September 24, 2011 (Project Server)

Resources - General

• Questions? • Evaluations • Contact Us • Prizes! Follow @kmallc

for the code word! • #SharePint – NY Hilton

• Chris McNulty

– Email cmcnulty@kma-llc.net

– Blog http://blogs.kma-llc.net/microknowledge

– Twitter: @cmcnulty2000

– LinkedIn:http://www.linkedin.com/in/cmcnulty

• Amy Talhouk

– Email atalhouk@kma-llc.net

– Twitter: @atal64

– LinkedIn: http://www.linkedin.com/in/atalhouk

Thank you…