You are previewing Microsoft® Office Project Server 2007: The Complete Reference.
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Microsoft® Office Project Server 2007: The Complete Reference

Book Description

'Microsoft Office Project Server 2007 is an extremely advanced and dynamic toolset requiring fundamental organizational inspection. Rob and Dave provide an equally deep and unique perspective of this powerful solution.' --Daniel T. Renier, Principal Consultant, Milestone Consulting Group, Inc.

Table of Contents

  1. Cover 
  2. About the Author
  3. Copyright
  4. Contents at a Glance
  5. Contents 
  6. Acknowledgments
  7. Introduction
  8. Part I Consider This before You Commit to Project Server 2007
    1. 1. What Your CFO Needs to Know about Project Server
      1. The Value of Enterprise Project Management
      2. Organizational Commitment to EPM Success
        1. The Executive Sponsor
        2. The Project Team
        3. The Subject Matter Expert(s)
        4. Technical Services/IT
      3. Active Project Sponsorship
    2. 2. The New Architecture of the Microsoft EPM Environment
      1. Authentication
      2. Analysis Services
        1. Access
        2. Cube Generation Updating
        3. Cube Capabilities
        4. Cube Management
      3. Operating Systems
        1. Network Operating System
        2. Client Machines
      4. Windows SharePoint Services
        1. Ability to Scale
      5. Networking Components
        1. Communication between Project Pro and SQL
      6. The Project Server Queue
        1. Job Storage
        2. Job Polling
        3. Job Processing
        4. Job Status and Management
      7. The PSI Evolution of EPM Web Services
        1. The PSI Forwarder
        2. The Heart of the PSI
        3. Immediate Benefits for the Developer
      8. How Does the PSI Work?
        1. PSI Method Properties
        2. DataSets
        3. PSI Limitations
      9. Project Server Events
        1. Pre-events
        2. Post-events
      10. Server-Side Scheduling
        1. Server-Side Events
        2. Where the Events Live
      11. Data Storage
    3. 3. New Features and Some That Have Been Retired
      1. The New Windows SharePoint Services-Based User Interface (UI)
        1. A Single Interface
        2. Project Web Access
      2. Project Professional 2007
        1. Multiple-Level Undo
        2. Project Scheduling Improvements
        3. A Single Publish Command
        4. Gantt Bars
        5. Miscellaneous Features
        6. Support for Master/Sub Projects
        7. Deeper Office Integration with Office 2007
      3. Features No Longer Available
        1. Save Link
        2. Portfolio Modeler
        3. To-Do Lists
        4. Hiding of the Left Navigation Pane
      4. A Word on Microsoft Office SharePoint Server (MOSS) 2007 and Project Server
  9. Part II Plan for Your Project Server 2007 Implementation
    1. 4. Building Blocks for Implementation Success
      1. Implementation Approach
        1. Implementation Team
        2. Envisioning
        3. Planning and the Pilot
        4. Full Implementation
        5. Role of the PMO
        6. Project Management Maturity
        7. Not-So-Obvious Planning Considerations
    2. 5. Requirements, Prioritization, and Project Planning for Project Server
      1. Gathering Requirements
      2. Requirements versus Specifications
      3. Building Functional Requirements
      4. Requirements Prioritization
      5. Prioritized Requirements versus Technical Reality and Cost
      6. Use Cases
      7. Creating an Iterative Plan
  10. Part III Details on the Installation and Configuration of Project Server 2007
    1. 6. Installation of Project Server 2007 and Prerequisite Software
      1. Installation Overview
        1. Overall Considerations—Common across All Farm Sizes
      2. Server Installation in a Stand-Alone Environment
        1. Operating System
      3. Small-Farm, Single-Server Installation
        1. Installing IIS
        2. Installing the .NET Framework 3.0
        3. Database Server and DB Components on Other Application Web Servers
        4. SQL Service Account
        5. Authentication Mode
        6. Report Server Configuration
        7. The Surface Area Configuration Tool for SQL 2005 .
        8. SQL 2005 SP1
        9. Service Accounts
        10. Installing the Binaries for Project Server 2007
        11. The SharePoint Products and Technologies Configuration Wizard
        12. Configuring the Farm Services for a Single Server
        13. Creating the Web Application for PWA
        14. Creating the Web Application for the Shared Services Provider
        15. Creating the SSP
        16. Creating the PWA Site
      4. Adding a Server to the Farm
        1. Client Components
      5. SQL Server 2005 Analysis Services Configuration
        1. Adding the SSP Service Account to Analysis Services Administration
      6. Installing with MOSS 2007
        1. Installing Microsoft Office Project Server 2007 on an Existing Instance of SharePoint Server 2007
        2. Installing a New Instance of Project Server 2007 on an Existing Instance of SharePoint Server 2007
        3. Installation Procedure
    2. 7. SharePoint Central Administration in a Project Server Environment
      1. Central Admin Home Page
      2. Operations
        1. Topology and Services
        2. Security Configuration
        3. Logging and Reporting
        4. Convert License Type
        5. Global Configuration
        6. Backup and Restore
        7. Data Configuration
      3. Application Management
        1. SharePoint Web Application Management and Configuration
      4. Shared Services
    3. 8. Configuring Security in Your EPM Environment
      1. IIS Security
        1. Setup
        2. User Accounts
        3. SSL
        4. Application Pools
        5. NTLM and Kerberos Authentication
      2. Project Server 2007 Permissions
        1. PWA Security Fundamentals
        2. Manage Users
        3. PWA Permissions
        4. Manage Groups
        5. Manage Categories
        6. Security Templates
      3. Client Security
        1. Project Professional 2007 Security
        2. Internet Explorer
    4. 9. Configuring Enterprise Data Settings
      1. Enterprise Custom Field Definition
        1. Entities
        2. Types
        3. Field Categories
        4. Field Types and What They Each Contain (More Detail)
        5. Project Server Built-In “Custom” Fields
        6. Custom Fields
        7. Entities (Again)
        8. Types (Again)
        9. Building and Formatting Custom Enterprise Fields
      2. Enterprise Global
        1. Adding a Column Displayed in a View
        2. Removing a Column from the View
        3. Creating a New View (Single)
        4. Removing the View from the Menu or View Bar without Deleting It
      3. Enterprise Calendars
      4. Resource Center
        1. Resource Center Settings
        2. Features of Resource Center
      5. About Project Server
    5. 10. Configuring Time and Task Management
      1. Financial Periods
      2. Timesheet Periods
      3. Timesheet Classifications
      4. Timesheet Settings and Defaults
      5. Administrative Time
      6. Task Settings and Display
      7. Close Tasks to Update
    6. 11. Configuring Look and Feel Settings
      1. Quick Launch
        1. Move an Item
        2. Adding a New Link to the Quick Launch Bar
        3. Deleting a Link
        4. Changing the Name of a Link
      2. Gantt Chart Formats
      3. Grouping Formats
      4. Managing Views
        1. View Types
        2. Views from Microsoft
        3. Some Guidelines on Views
      5. Creating and Modifying Views
        1. Deleting a View
        2. Copying a View
        3. Creating a New View
      6. A Few Last Words about Classic “Look and Feel”
    7. 12. Configure the Remaining Server Settings
      1. Database Administration Section of Server Settings
        1. Schedule Backup
        2. Administrative Backup
        3. Forced Check-in Enterprise Objects
        4. Delete Enterprise Objects
        5. Administrative Restore
      2. Cube Section of the Server Settings Page
        1. Cube Build Settings
        2. Cube Configuration
        3. Cube Build Status
      3. Database Server Modifications
        1. Enabling SQL Server 2000 Analysis Services for Use with Project Server 2007
        2. Enabling SQL Server 2005 Analysis Services for Use with Project Server 2007
      4. Forms Authentication
        1. Configuring Project Server with Excel Services
        2. Steps to Enable ECS for Use with Data Analysis Views
      5. Project Server 2007 Report Pack for SQL Server 2005 Reporting Services
    8. 13. Roll Out the Desktop
      1. Internet Explorer
        1. Trusted Sites Zone
      2. Project Professional
      3. Additional Client Components
        1. ActiveX Controls
        2. Office Web Components
        3. Analysis Services 2005 (9.0) OLE DB Provider (If Using Analysis Services 2005)
        4. Microsoft Office Client Applications
  11. Part IV Project Server 2007 Maintenance
    1. 14. Performance of Your EPM System
      1. Tools from the Past
      2. Identifying Potential Performance Degradation Areas .
        1. Client
        2. Front End Web Server
        3. Application Server
        4. Database Server
        5. Network
      3. Tools to Diagnose Your System Objectively
        1. Best Practice Analyzer
        2. Performance Monitor
        3. Scaling Your Environment
    2. 15. Application/Database Migration from Previous Versions
      1. Migration Approaches
      2. Migration Areas
      3. Items Not Addressed by the Migration Tool
      4. Premigration Steps
        1. The Starting Point—Project Server 2003 SP2a
        2. No Pending Status Updates
        3. No Duplicate Enterprise Resources
        4. No Commas in Enterprise Resource Display Names
        5. Ensure That No Projects Are Checked Out or Have Been Recently Edited Externally
        6. Versions
        7. Project Server Authenticated Accounts
      5. Migration
        1. The P12MIGRATIONTOOl.exe
        2. Postmigration Tasks
    3. 16. Techniques and Solutions for New Project Requests
      1. Initiation Processes
      2. Role of the Steering Committee
      3. Tools
        1. The Proposals Feature in Project Server 2007
        2. Project Portfolio Server 2007
        3. Custom Solution
    4. 17. Integrating Project Server 2007 with External Systems
      1. Project Portfolio Server 2007
      2. Project Server 2007 Visual Studio Team System Connector
      3. Microsoft Project Client Add-Ins
  12. Part V Project Server in Action
    1. 18. Time Tracking and Task Updates
      1. How Task-Time Entry Has Evolved
      2. The Divorce of Task Status and Timesheets
        1. Process Options
      3. Different Roles Associated with the Task Update and Timesheet Processes
        1. Default Assignment Owner
        2. Timesheet Manager
        3. Status Manager
        4. Features and Pages Related to Time and Task Entry
    2. 19. Reporting and Views
      1. Types of Views
        1. Common PWA View Functions
        2. Data Analysis Views
        3. Resource Center Views
        4. Project Center Views
        5. Project Views
        6. My Work Views
      2. Visual Reports in Project Professional
    3. 20. Resource Management
      1. The Resource Breakdown Structure (RBS)
        1. RBS for Authorization
        2. RBS for Reporting
        3. Resource Allocation and Capacity
      2. Configuring the Resources
      3. Build Team from PWA
        1. Surrogate Timesheets
      4. Using Resource Information
      5. Resource Views
        1. Resource Center Top Level
        2. Assignment Views
        3. Availability Views
      6. Use of Generic Resources
      7. Matching Resources
      8. Resource Skills
      9. A Word on Local Resources
    4. 21. How the Project Manager Interacts with Project Server
      1. Project Manager Basic Lifecycle
        1. Connecting to Microsoft Office Project Server 2007 from the Project 2007 Client
        2. Using Enterprise Templates
        3. Building the Plan
        4. Managing the Plan
        5. Approval from within Project Professional
        6. Enterprise Global, Local Global, and What They Mean to the Project Manager
        7. Looking for Resources
        8. Keeping the Project Current
        9. Using the Project Workspace to Manage the Project
      2. Master Projects
      3. Cross-Project Task Dependencies (outside of Master Projects)
      4. Status Reporting
        1. Status Report Requests
      5. PWA Views
        1. Project Center Views
        2. Project Views
        3. Data Analysis Views
      6. A Word on the Project Cache
    5. 22. How the Team Member Interacts with Project Server
      1. Team Member at Work
        1. E-Mail Notifications
        2. Project Web Access Home Page
        3. Team Member Assignment and Reporting Process
      2. PWA Views
        1. Project Center Views
        2. Project Views
        3. Issues and Risks
        4. Resource Center Views
        5. Status Reports
        6. Collaborating with the Project Team (Project Workspace)
    6. 23. How the Resource Manager Interacts with Project Server
      1. Building Project Teams
      2. Surrogate Timesheets
      3. Timesheet Management
        1. Approval of Administrative Time Requests
        2. Approval and Rejection of Timesheets
      4. Status Reporting
      5. Views and Reports
        1. Resource Center Views
        2. Data Analysis Views
      6. Resource Information
    7. 24. The Executive and Miscellaneous Roles
      1. Project Center Views
      2. Data Analysis Views
      3. Excel
      4. SQL Reporting Services Reports
      5. Hybrid Views in Windows SharePoint Services 3.0
      6. Miscellaneous Roles
    8. 25. Project Server 2007—Doing More for Collaboration and Communications
      1. Built-In Features
        1. Issues
        2. Risks
        3. Documents and Document Libraries
        4. Alerts
        5. Deliverables
        6. Tasks
        7. Announcements
        8. Discussion
        9. Links
        10. Personal Views
      2. Extending the Environment
        1. Modifying a Site
        2. Customizing the Project Workspace
        3. Using the New Template Process
        4. Saving the Template as a File
        5. Registering the New Template
        6. Changing the Default Workspace Template in Project Server
        7. Building Workflows
        8. Creating Subpages and Sites
      3. Working with MOSS 2007
        1. Business Intelligence Features
        2. Forms Services
        3. Enterprise Search
      4. Other SharePoint Ideas for the Project Server Environment
  13. Part VI Program and Portfolio Management
    1. 26. Program Management
      1. Custom Program Field
      2. Program View
      3. Master Projects
      4. Cross-Project Dependencies
      5. Provision Subworkspaces
        1. Deliverables
      6. Reporting on Programs
    2. 27. Project Portfolio Management
      1. SharePoint Portfolio Site
      2. New Project Request Details
      3. Using Alerts to Notify
      4. Initial Evaluation and the Virtual Business Case Enterprise Custom Fields and the Value View
      5. Resourcing the Projects
      6. Value View and Dashboard
  14. Index