Planning, Deploying and Managing Microsoft
Project Server 2010

The goal of this five-day instructor-led course is to provide students with the knowledge and skills necessary to effectively plan, deploy and manage Microsoft Project Server 2010.

Target Audience

This course is intended for Administrators, 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 computing environments that use the Microsoft Windows Server 2008 operating system.
Typical environments in which they work have the following characteristics:

• Supported users ranging from 50 to 5,000+
• Multiple physical locations

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 2007, 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.

Course Outline

Module 1: Planning to Deploy Project Server 2010
Module 2: Installing and Configuring Prerequisites
Module 3: Deploying SharePoint and Project Server 2010
Module 4: Configuring Project Server 2010
Module 5: Configuring Project Server Clients
Module 6: Defining Project Server Settings
Module 7: Managing Project Server Security
Module 8: Managing Time and Task Management Settings
Module 9: Customizing Project Workspaces
Module 10: Administrating Project Server Tasks
Module 11: Configuring Demand Management and Portfolio Analysis
Module 12: Configuring Project Server Business Intelligence
Module 13: Backing up and Restoring Project Server 2010
Module 14: Upgrading and Migrating to Project Server 2010

At Completion

After completing this course, students will be able to:

• Describe and plan the Microsoft EPM infrastructure and deployment.
  
• Install and configure IIS 7.5 Web Services and SQL Server 2008.
  
• Deploy SharePoint and Project Server 2010.
  
• Install and configure Project Server client software.
  
• Create enterprise custom fields.
  
• Configure and manage views and security.
  
• Configure and manage time and task management settings.
  
• Customize Project Workspaces
  
• Import projects/resources and work with Project Server Admin Tools.
  
• Configure Demand Management and Portfolio Analysis.
  
• Configure a Project Server Business Intelligence dashboard
  
• Backup and Restore Project Server 2010.
  
• Upgrade from Project Server 2007 and migrate from Project Server 2003 to Project Server 2010.
  

Prerequisites

Students should have a working knowledge of the following:

• Microsoft Windows Server 2003/2008 networking.
  
• Microsoft Office Project Professional.
  
• Basic project management concepts.
  

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 & software requirements.
Lessons

• What’s New 2010?
  
• Logical Architecture
  
  • Client Tier
    
  • Application Tier
    
  • Database Tier
    
• Physical Architecture
  
  • Non-Redundant Configurations
    
  • High Availability Configurations
    
• Understanding the SharePoint Site Structure
  
• System Requirements
  

Module 2: Installing and Configuring Prerequisites

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, configuring SQL Server with Analysis Services and the concept of OLAP cubes.
Lessons

• Service Accounts
  
  • Creating Service Accounts
    
  • Associate Service Accounts with Local Groups
    
  • Practice: Creating and Associating Service Accounts
    
• Installing and Configuring IIS 7.5
  
  • Install and Configure IIS 7.5
    
  • Configure Firewall Settings
    
  • Create a Web Site
    
  • Create and Assign Web Application Pools
    
  • Configure Web Routing
    
• Port Numbers
  
• Host Header Names
  
• Configure DNS Entries
  
  • Practice: Creating a Custom Web Site
    
• Installing and Configuring Microsoft SQL Server:
  
  • Install Microsoft SQL Server
    
  • Configure SQL Server for use with Project Server 2010
    
  • Configure Firewall Settings
    
  • Practice: Configuring SQL Server 2008
    
• Configuring Analysis Services
  
  • Overview of Project Server OLAP Cube Database
    
  • How Project Server create OLAP Cubes
    
  • Requirements for Building and Viewing Cubes
    
  • Practice: Configuring SQL Server Analysis Services

Module 3: Deploying SharePoint and Project Server 2010

This module describes how to deploy SharePoint and Project Server 2010. Lessons presented in this module will detail installing stand-alone computer, single server and multi-server farm installations.
Lessons

• Overview
  
  • SharePoint Server Setup Program
    
  • Project Server Setup Program
    
• Deploying SharePoint Server 2010
  
  • Stand-Alone Computer Installation
    
  • Single Server Farm Installation
    
  • Multi-Server Farm Installation
    
  • Practice: Deploying SharePoint Server 2010
    
• Deploying Project Server 2010
  
  • Stand-Alone Computer Installation
    
  • Single Server Farm Configuration
    
  • Configure Multi-Server Farm
    
  • Practice: Deploying Project Server 2010

Module 4: Configuring Project Server 2010

This module describes how to configure Project Server 2010. Lessons presented in this module will how to use the Initial Farm Configuration Wizard, manually configuring SharePoint services and provision the Project Web Access instance. You will also configure Claims Authentication for an extranet scenario.
Lessons

• Configuring Project Server 2010
  
  • Running Initial Farm Configuration Wizard
    
  • Manually Configuring SharePoint Services
    
  • Provision Project Web Access Site
    
  • Practice: Configuring Project Server 2010
    
• Configuring Claims Authentication
  
  • Overview of Claims Authentication
    
  • Create an LDAP Data Store using ADAM
    
  • Extend the Project Web Access Site to use LDAP Data Store
    
  • Practice: Configuring Forms Based Authentication

Module 5: Configuring Project Server Clients

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.
Lessons

• 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 App
  
  • Add PWA site to Internet Explorer Trusted Sites Zone
    
  • Log on to PWA
    
  • Practice: Working with Project Web App
    
• Configuring Exchange Server Integration
  
  • Configure PWA Settings
    
• Activate Exchange Server Synchronization
  
• Creating an Account for Exchange Client Access Server
  
• Activate Exchange Server Synchronization
  
  • Configure Exchange Server Settings
    
• Configuring Exchange Impersonation
  
• Configuring Exchange Users
  
  • Practice: Configuring Exchange Server Integration

Module 6: Defining 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 how to create and configure enterprise custom fields, calendars, and time & task management. You will also configure additional server settings and operational policies.
Lessons

• Configuring Enterprise Data Settings
  
  • Create Enterprise Custom Fields
    
• Resource Breakdown Structure (RBS)
  
• Department Field
  
  • 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 7: Managing Project Server Security

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.
Lessons

• 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 8: Managing Time and Task Management Settings

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 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 9: Customizing Project Workspaces

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

• 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 10: Administrating Project Server Tasks

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 import projects and resources, configure and build the OLAP Cube and review and create custom views. You will also work with administration tools, such as the SharePoint Developer Dashboard, Health Analyzer and Usage Logging.
Lessons

• 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
    
• Working with Administration Tools
  
  • SharePoint Developer Dashboard
    
  • Health Analyzer
    
  • Usage Logging
    
  • Practice: Working with Administration Tools

Module 11: 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, how to define business drivers, create workflows, phases and stages. You will also learn how to test the configuration by creating project proposals, analyses and prioritizing projects and committing selection decisions.
Lessons

• Introduction to Project Lifecycle Management Concepts
  
  • Governance Workflow
    
  • Enterprise Project Templates (EPT)
    
  • Workflows
    
  • Stages/Phases
    
  • 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 Project Lifecycle with Workflows
  
  • Creating Workflow Phases
    
  • Creating Workflow Stages
    
  • Creating Workflows
    
  • Practice: Creating and Configuring Workflows
    
• Testing Configuration
  
  • Capture Project Proposals
    
  • Creating Analyses and Prioritizing Projects
    
  • Commit Selection Decisions
    
  • Practice: Testing Configuration 

Module 12: Configuring Project Server Business Intelligence

This module describes how to configure the various Business Intelligence platforms that can be used in Project Server 2010. Lessons presented in this module will give an overview how Project Server Business Intelligence works. You will also learn how to configure Excel Services, Secure Store Service and create a BI dashboard page.
Lessons

• Overview of Project Server Reporting and Report Center
  
  • Overview of Project Server Reporting and Report Center
    
  • Overview of Excel Services
    
  • Overview of PerformancePoint Services
    
  • Overview of Visio Graphics Services
    
  • Configure SQL Server for Project Server Reporting
    
• Configuring Excel Services
  
  • Configure Excel Services Settings
    
  • Enable Trusted Locations for Excel Services
    
  • Manage Excel Services Custom Applications
    
  • Practice: Configure Excel Services Settings
    
• Configure Secure Store Service
  
  • About Excel Services security
    
  • Plan user authentication
    
  • Plan communication among servers
    
  • Plan external data authentication
    
  • Practice: Configure Secure Store Services
    
• Creating a Dashboard Page
  
  • Defining and Configuring Web Parts
    
  • Working with Key Performance Indicators
    
  • Defining Filters
    
  • Practice: Create a Dashboard Page

Module 13: Backing up and Restoring Project Server 2010

This module describes how to backup and restore Project Server data. Lessons presented in this module will detail how to backup and restore Project Server objects. You will also learn how to backup and restore databases using SharePoint Central Admin and the SQL Server Management Console.
Lessons

• Project Server Database Administration
  
  • Deleting Enterprise Objects
    
  • Forcing Check-In Enterprise Objects
    
  • Backing Up and Restoring Project Server objects
    
  • Practice: Working with Database Administration
    
• Project Server Disaster Recovery
  
  • Backing up and Restoring Databases using SharePoint Central Admin
    
  • Backing Up and Restoring Databases in SQL Server
    
  • Practice: Restoring and Reconfiguring Project Server

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 explain the various upgrade and migration scenarios and Backwards Compatibility Mode (BCM). You will learn how to migrate from Project Server 2003 using the Migration Tool and Virtual Migration Environment (VME). You will also learn how to upgrade Project Server 2007 single and multi-server farm using In-Place and DB-Attach upgrade methods.
Lessons

• Overview
  
  • Scenarios
    
  • Prerequisites
    
• Understanding Backwards Compatibility Mode (BCM)
  
• Migrating from Project Server 2003
  
  • Preparing your environment for migration
    
  • Working with the Migration Tool
    
  • Using Virtual Migration Environment (VME)
    
  • Practice: Migrating Project Server 2003
    
• Upgrading from Project Server 2007
  
  • In-Place Upgrade
    
  • DB-Attach Core Upgrade
    
  • DB-Attach Full Upgrade
    
  • Practice: Upgrading Project Server 2007

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