Planning, Deploying and Managing Microsoft Project Server 2010 (55114)

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

At Course Completion
· Describe and plan the Microsoft EPM Infrastructure deployment
· Install and configure IIS 7 Web Services and SQL Server 2008
· Deploy SharePoint and Project Server 2010
· Create enterprise custom fields
· Configure and manage views and security
· Configure and manage time and task management settings
· Customize Project sites
· Import projects and resources
· Work with Project Server Administration tools
· Backup and Restore Project Server 2010

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 in Project Server 2010?
· Logical Architecture
· Client Tier
· Web Tier
· Application Tier
· Database Tier
· Physical Architecture
· Non-Redundant Configurations
· High Availability Configurations
· 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.

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 and configuring SQL Server.
Lessons
· 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
Lab : Creating Service Accounts
· Create Service Accounts
· Create Security Groups
Lab : Installing and Configuring IIS 7
· Install Internet Information Services 7
· Create a New Application Pool
· Create a New Web Site
· Stop and Start Web Sites
Lab : Configuring SQL Server
· 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.

Module 3: Deploying and Configuring SharePoint and Project Server 2010
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.
Lessons
· 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
Lab : Installing Prerequisite Software
· Install the Prerequisite Products and Updates
· Verify Installation of the Prerequisite Products and Updates
Lab : Installing SharePoint and Project Server 2010
· Install the SharePoint Server 2010 Setup Files
· Install the Project Server 2010 Setup Files
Lab : Configuring SharePoint and Project Server 2010
· 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
Lab : Creating and Configuring a PWA Site
· 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.

Module 4: 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
· 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
Lab : Configuring Project Professional 2010
· Create Project Server Authentication Profile
· Configure Local Cache Settings
Lab : Working with Project Web App
· Add the Project Web App Site to Trusted Sites Zone
Lab : Configuring Exchange Server Integration
· 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.

Module 5: Configuring Project Server 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.
Lessons
· 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
Lab : Configuring Project Site Provisioning Settings
· Configure Financial Periods
· Configure Time Reporting Periods
· Configure Task Settings and Display
Lab : Configuring Timesheet Settings
· Configure Timesheet Settings and Defaults
· Create Line Classifications
· Create a Category for Administrative Time
Lab : Configuring Operational Policies
· Configure Alerts and Reminders
· Configure Additional Server Settings
· Configure Project Site Provisioning Settings
· Configure time and task settings.
· Configure timesheet settings.
· Configure operational policies.

Module 6: Configuring Enterprise Data 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 learn how to import resource and project data.
Lessons
· 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
Lab : Configuring Enterprise Custom Fields
· Create Custom Enterprise Resource Lookup Tables and Fields
· Create Custom Enterprise Project Field
· Create Custom Enterprise Task Fields
· Restore Custom Fields and Lookup Tables
Lab : Configuring Enterprise Objects
· Test the RBS
· Customize the Enterprise Global
· Modify Standard Enterprise Calendar
· Create a New Enterprise Calendar
Lab : Importing Resources and Projects
· Import Resources
· Import Projects
· Configure Enterprise Custom Fields
· Configure Enterprise Objects
· Import Resource and Project Data

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
· 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
Lab : Creating Security Templates
· Create a Security Template for the PMO
· Modify the Project Manager’s Default Security Template
Lab : Creating Project Server Users
· Creating an Active Directory User Account
· Creating a Project Server User Account
· Adding and Configuring Additional User Accounts
Lab : Installing and Configuring Windows 7
· Creating a Project Server Group
· Configuring Active Directory Synchronization for Groups
· Applying Custom Security Templates to Project Server Groups
Lab : Working with Project Server Categories
· 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.

Module 8: Configuring OLAP Cubes and Views
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.
Lessons
· 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
Lab : Configuring SQL Server Analysis Services
· 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
Lab : Configuring and Building the OLAP Database
· Configure and Build the OLAP Database
· Verify the Creation of the OLAP Cube Database
Lab : Creating and Modifying Views
· 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

Module 9: Customizing Project Sites
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.
Lessons
· 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
Lab : Working with SharePoint Web Parts
· 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.

Module 10: Project Server Administration
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.
Lessons
· 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
Lab : Working with Administration Tools
· Enable “On Demand” SharePoint Developer Dashboard
· Configure SharePoint Health Analyzer
· Configure Diagnostic Logging
Lab : Working with Database Administration
· Force Check-in of a Project
· Delete a Project
· Schedule a Backup of Enterprise Objects
· Perform an Administrative Backup
Lab : Backing Up and Restoring Project Server Databases
· Create a Shared Folder and Assign Permissions
· Backup SharePoint Farm using Central Administration
· Restore SQL Server Database from Backup files
Lab : Configuring Forms Based Authentication
· 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.

· Microsoft Windows Server 2003/2008 networking
· Microsoft Project Professional
· Basic project management concepts

NVT

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