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ImplementingAn EPM Solution
Franck MercierTechnical Solution Specialist
Microsoft France
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Session Objectives
Capabilities Framework
Application Lifecycle Management
Functional and Technical conciderations
Implementation Overview
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What is EPM?Installation is easyImplementation takes longer
An EPM Solution requires ongoingoperational maintenance
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EPM is not just a software solution or product
Its a competency that integrates
processes, people, organization with technology
EPM Solution Concept
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Project Server
Timesheet
Reporting
Resource Plans
Data Warehouse
Event/NotificationsTask Assignment
Scheduling Budgeting
Project Portfolio Server
Portfolio Gov
Business Drivers
Portfolio Selection
Collaboration
Project Web Access
Project Professional
Client Access
Word
Visio
Outlook
Excel
Visual Studio Team Server
Work Items
Schedule Management
Task Statusing
Gateway,PPSI+
EPMS
ync
Project
Server
Connector
Offline Data Store
EVMS
Data Extracts
ERP
Timesheet Sync
Resource Sync
Skills Sync
Customization
External Integration
SQL Reporting Services
Office SharePoint Server
Workflow KPIs
Excel Services Dashboards
Infopath Services BDC
Search/Index ECM
http://www.codeplex.com/EPMTSSThttp://www.codeplex.com/EPMSynchttp://www.codeplex.com/EPMSynchttp://www.codeplex.com/EPMSynchttp://www.codeplex.com/EPMSynchttp://www.codeplex.com/EPMSynchttp://www.codeplex.com/EPMSynchttp://www.codeplex.com/EPMSynchttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://blogs.technet.com/franmer/archive/2007/04/19/comment-utiliser-le-workflow-de-moss-avec-epm2007.aspxhttp://www.codeplex.com/EPMSynchttp://www.codeplex.com/EPMSynchttp://blogs.technet.com/franmer/archive/2007/04/19/comment-utiliser-le-workflow-de-moss-avec-epm2007.aspxhttp://blogs.technet.com/franmer/archive/2007/04/19/comment-utiliser-le-workflow-de-moss-avec-epm2007.aspxhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/pstfsconnectorhttp://www.codeplex.com/EPMSynchttp://www.codeplex.com/EPMTSST7/28/2019 EPM IMplementation
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Requirements
Business
Architecture
Technical
Architecture
Functional
Training
Administrator
Training
Process/Governance
PMO Stds (Project)
PMO Stds (Portfolio)
Change Mgmt
Configuration Mgmt
Release Mgmt
Development Stds
IT Compliance
Architectural Stds
Infrastructure/Operations
Disaster/BUR Monitoring Topology/Capacity Security Software Updates Help Desk
Database Web Wintel Client Integration/Migration P12 Administrator
Design
Ops
Guidance
Functional
Usage
Training
Programs
Technical
Environments
Specifications
Development
Ops
Integration
Feature
Usage
SLAs &
Supportability
Installation &
Packaging
Customizations
Build
Installation/
Setup
Environments
Integration
Functional
Implementation
Technical
Implementation
Test / Deploy
User
Acceptance
Software
Updates
Integration
Functional
Implementation
TechnicalImplementation
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Business ProcessesDetermine scenarios
Programs/Projects/ResourcesManagement
Project LifeCycle
Identify if PPS, PS or both needed
Define organisation
Single or multiple
How many BUs
Helpful forRBS, OBS,
http://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspxhttp://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspxhttp://technet2.microsoft.com/Office/en-us/library/ae466c4f-b311-4471-9ee0-2ff5641722cb1033.mspxhttp://technet2.microsoft.com/Office/en-us/library/75738122-a531-41a2-aaa0-b49a297251851033.mspxhttp://technet2.microsoft.com/Office/en-us/library/75738122-a531-41a2-aaa0-b49a297251851033.mspxhttp://technet2.microsoft.com/Office/en-us/library/ae466c4f-b311-4471-9ee0-2ff5641722cb1033.mspxhttp://technet2.microsoft.com/Office/en-us/library/ae466c4f-b311-4471-9ee0-2ff5641722cb1033.mspxhttp://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspxhttp://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspxhttp://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspxhttp://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspx7/28/2019 EPM IMplementation
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Define rolesSet up groups and categories
Security
Specifics viewsWhich reporting needed
Define Tools:AS, RS, Excel.
Issues, Risks and documents managementWSS or not?
http://technet2.microsoft.com/Office/en-us/library/27c51b32-e99c-4d1c-a365-baf2d13c8ada1033.mspxhttp://technet2.microsoft.com/Office/en-us/library/27c51b32-e99c-4d1c-a365-baf2d13c8ada1033.mspxhttp://technet2.microsoft.com/Office/en-us/library/27c51b32-e99c-4d1c-a365-baf2d13c8ada1033.mspx7/28/2019 EPM IMplementation
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Local or Worldwide deployment
How to deployStand alone computer orFarm environment
Lan/Wan/Extranet
One or several Project Server instancesIn hosting or Out hosting
Accessibility/Availabity
Network Load Balancing (NLB) or not
Cluster or not
http://technet2.microsoft.com/Office/en-us/library/c9531164-2705-4233-84d1-78bd728dd7611033.mspxhttp://technet2.microsoft.com/Office/en-us/library/c9531164-2705-4233-84d1-78bd728dd7611033.mspxhttp://technet2.microsoft.com/Office/en-us/library/5892547e-7c7d-4a7f-b4ea-22822df3acb11033.mspxhttp://technet2.microsoft.com/Office/en-us/library/6e170052-cc74-4d28-8d58-4b4a52dc69d81033.mspxhttp://technet2.microsoft.com/Office/en-us/library/4634fb2c-a3d1-4ff0-96c5-bfe8f6be5f461033.mspxhttp://technet2.microsoft.com/Office/en-us/library/4634fb2c-a3d1-4ff0-96c5-bfe8f6be5f461033.mspxhttp://technet2.microsoft.com/Office/en-us/library/4634fb2c-a3d1-4ff0-96c5-bfe8f6be5f461033.mspxhttp://technet2.microsoft.com/Office/en-us/library/6e170052-cc74-4d28-8d58-4b4a52dc69d81033.mspxhttp://technet2.microsoft.com/Office/en-us/library/5892547e-7c7d-4a7f-b4ea-22822df3acb11033.mspxhttp://technet2.microsoft.com/Office/en-us/library/c9531164-2705-4233-84d1-78bd728dd7611033.mspxhttp://technet2.microsoft.com/Office/en-us/library/c9531164-2705-4233-84d1-78bd728dd7611033.mspx7/28/2019 EPM IMplementation
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Define number of (average) :Project Characteristic Sheet
Projects
ResourcesAssignements
Desktop Client integration
Outlook, Excel, Visio,.
Line of Business (LOB) Integration
http://technet2.microsoft.com/Office/logredir.aspx?MODE=CT&CTT=ToExternal&target=http://go.microsoft.com/fwlink/?LinkId=73261&referrer=http://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mhttp://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspxhttp://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspxhttp://technet2.microsoft.com/Office/en-us/library/a46efff3-0ed9-4d0c-bf6d-c3860f5ef4c71033.mspxhttp://technet2.microsoft.com/Office/en-us/library/a46efff3-0ed9-4d0c-bf6d-c3860f5ef4c71033.mspxhttp://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspxhttp://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.mspxhttp://technet2.microsoft.com/Office/logredir.aspx?MODE=CT&CTT=ToExternal&target=http://go.microsoft.com/fwlink/?LinkId=73261&referrer=http://technet2.microsoft.com/Office/en-us/library/bbfa709c-11c3-435e-8b2e-f6ae332e3b091033.m7/28/2019 EPM IMplementation
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User Type Selection Number
Executives Project Web Access
Project and
Portfolio Managers
Project ProfessionalProject Web Access
ResourceManagers
Project Web AccessProject Professional (optional: depends onfunctions of resource manager)
Team Members Project Web Access
etc Mix of Microsoft Project Professional andProject Web Access
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What is a farmFarm Concept
Farm Topology
Architecture OverviewEnvironments
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Concept of the Farm
Server roles dedicated to that farm
Do not edit configuration outsidethe CA timer job will reapply settings
as per ConfigDBIf MOSS in the same farmProject binaries on all servers in farm
If MOSS in different farmIFSS (SSP Remoting) not supported
SharePoint Farm Essentials (SA204 )
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What is a Farm?
SQLIIS
SERVICES
Windows SharePoint Services
SharedS
ervice
Provider
ProjectServerSites
http://msdn2.microsoft.com/en-us/library/ms513875.aspx7/28/2019 EPM IMplementation
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Config
DB
Central Admin
C.A. Site
Project
Server
Interface
Proj
DBs
Shared Service Provider (SSP)
Other
Shared
Services
WSSSite
PWS
Content
DB
WSS
Site
PWSWSS
Site
PWA
Content Virtual Servers
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Concept of the Farm
In hosting
Easy to set up and manage
Reliability and performance - if application poolcrashes, all organizations using the SSP areaffected
Out Hosting
Provides separate instances with isolationIf one app pool goes down, others stay up
Performance could start degrading faster dueto several app pools
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Project
Server
Interface
Proj
DBs
(org 2)Config
DB
Central Admin
C.A. Site
Shared Service Provider
WSSSite
PWS
Content
DB
WSS
Site
PWSWSS
Site
Other
Shared
Services
WinProj
(org 1)
PWA
(org 1)
Content Web App
Proj
DBs
(org 1)
WSS
Site
WSS
Site
PWSWSS
Site
WinProj
(org 2)
PWS
PWA
(org 2)
In Hosting
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Config
DB
Central Admin
C.A. Site
SSP (1)
WSSSite
PWS
Content
DB
WSS
Site
PWSWSS
Site
WinProj
(org 1)
PWA
(org 1)
Content Web App (1)
WSS
Site
WSS
Site
PWSWSS
Site
WinProj
(org 2)
PWS
PWA
(org 2)
Content
DB
Content Web App (2)
Project
Server
Interface
Proj
DBs
(org 1)
SSP (2)
Project
Server
Interface
Proj
DBs
(org 2)
Out Hosting
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Executives
Portfolio Analysts
Project Managers
Application Managers
Line of
BusinessSystems
Line of
BusinessSystems
Project Managers
Executives
Resource Managers
Team Members
ProjectServer
Gateway
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Project Portfolio Server
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Main Client Components
Active X
P11/P12
OutlookAddin
P11/P12
BrowserMac/P12/WSS
Project ProLocal Cache to Queue
Project Pro
CBS/Visual Reports
Project Pro
P11/P12 Not Office
Project Pro
CF Server- needs Pro
Project ProERP/EG in Server
Project Pro
SOAP to PSI no ODBC
Project Pro
MLUMemory/Vista
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WinProj
PSI
Serializer
Soap Client
Active
Cache
InternetExplorer
Active-X
controls
Client scripts
PWA
Authentication
PSI
Forwarder
PSI
Proxies
PJContext
IIS (WSS App Pool)
Web
Pages
Code
behind
Web
Parts
Eventing
Service
Queueing
Service
PSI
DAL
Web
services.dll
PJContext
Admin Assn Cal
Config Cube A Curr
Cust F Data E Formula
Lookup Notifi. OLP
Portf Prog Project
Queue Report Res
Rules Sec SharedStatus Sts R Task
Timesh Version View
WinProj AD Sync CBS
Scheduling
Node Consistency
Server Side scheduling.
IIS (PSI App Pool) Working
Published
Archive
Reporting
Project
Data
Timesheet
Warehouse
WSSData (Imp)
3rd Party
Data (Add)
SQL Analysis
Services
Cubes
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Project ServerSimple to Complex
Application Server
Dedicated SQL Server
User Requests
Web Front-End Server
User RequestsMultiple Locations
Firewall
Application ServersIIS 6.0
Project ServerProject Server Interface
Internal Firewall
Corporate Network
Database ServersSQL Server Clusters
SQL ServerAnalysisServices
Perimeter Network
Front-End Web ServicesNetwork Load BalancedIIS 6.0Project Server Front EndWindows SharePoint Services
Windows Sharepoint ServicesDatabasesContent DatabaseShared Services Provider DatabaseConfiguration Database
Project DatabasesDraft DatabasePublished DatabaseArchive Database
Project DatabasesReporting Database
Alternate
Access
Mapping
Application Server
Dedicated SQL Server
User Requests
Web Front-End Server
http://technet2.microsoft.com/Office/en-us/library/0c43062d-30e3-49b1-9705-ed447ad1d2561033.mspxhttp://technet2.microsoft.com/Office/en-us/library/0c43062d-30e3-49b1-9705-ed447ad1d2561033.mspxhttp://technet2.microsoft.com/Office/en-us/library/0c43062d-30e3-49b1-9705-ed447ad1d2561033.mspxhttp://technet2.microsoft.com/Office/en-us/library/0c43062d-30e3-49b1-9705-ed447ad1d2561033.mspx7/28/2019 EPM IMplementation
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Server Communication
1433
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SQL & AS
Cluster
Views Management
Session Manager
PPS
WSS
Project Server &
PDS
`
WinProj
`
PWA
`
PWA
`
WinProjLoad
Balance
r
Business
Process
IT
Process
Project 2003
Production
Pre-Production
Project 2007Production
Domain
Services
`
WinProj
`
PWA
Load
Ba
lancer
Busin
ess
Process
IT
Process
AD ProxyMail Print SSLDNS
SQL & AS
ClusterWSS
PSI
PPS
WSS
Project Server
AD Sync
Branding & Code
PDS Extensions
Data Extracts (Report)
External Integration
Customization
Branding & Code
PSI
Data Extracts (Report)
External Integration
Customization
AD Sync
Terminal Services
`
PWA
`
WinProj
Terminal Services
TEST STAGING BACKUP
TEST STAGING BACKUP
UPGRADE
Environments
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Thank You!Questions
Next Presentations:
Dev Reports with 07 Report Pack [Venecia]
EPM Solution Architecture f/ Dev [Milan]
The Project Group (Platinum Sponsor)
Security Best Practices [Bonn]
Contact Information:
Email: [email protected]
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2007 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 thispresentation. 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.
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Software:
Internet Explorer 6.x or greater
MDAC 2.8 or greater
Hardware:
Component Minimum Recommended
CPUPentium III 500 MHZ orhigher
Memory24 MB incremental RAM(at least 80 MB preferred)
256 MB recommended for large datasets
DisplaySVGA (800x600) with 256colors
The bigger the better
Other Drives na
Hard Disk Space 24 MB
Accessories Mouse, etc.
Networking 10 MB/Sec 100+ MB/Sec recommended
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Software
Windows XP SP 2 or greaterRelationship with Internet Explorer (IE) 6.0
Uses Trusted sites settings & IE security settings
Hardware
Component Minimum Recommended
CPUPentium III 500 MHZ orhigher
Memory 128 MB256 MB recommended
Display SVGA (800x600) with256 colors
The bigger the better
Other DrivesDVD only for localinstallation
Hard Disk Space 130 MB
Accessories Mouse, etc.
Networking 10 MB/Sec 100+ MB/Sec recommended
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Server Hardware Minimum Requirements
Dependency RequirementProcessor 2.5 GHz or faster; dual proc, 3GHz
recommendedMemory 2 gigabyte (GB); 4GB if SQL Server
on same computerHard disk 3 GB of available spaceDisplay SVGA (1024 x 768) or higherNetworkconnection 100 mbpsDVD player For installation media
Note: Refer to the Microsoft Project Server 2007 Deployment Guide, maintained by Microsoft,
for the most up-to-date information.
http://technet2.microsoft.com/Office/en-us/library/46dc809b-6594-4802-bc76-a9b40645eb1d1033.mspxhttp://technet2.microsoft.com/Office/en-us/library/46dc809b-6594-4802-bc76-a9b40645eb1d1033.mspx7/28/2019 EPM IMplementation
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Dependency RequirementOperating system Windows Server, SP1 or higher
Standard, Enterprise, Datacenter, or Web editionsDatabase server Either of the following:
Microsoft SQL Server 2000 SP4 or later SQL Server 2005 (32-bit Intel or AMD processor)
Analysis Services is same version/service pack as SQL
Windows SharePointServices version 3 Version 3.0 or later..NET Framework Version 3.0ASP.NET Version 2.0.50727 or laterOptional: SQL Reporting
Services (SRS)
SQL RS 2000 or 2005 (recommend 2005 for better features)
N t R f t th Mi ft P j t S 2007 D l t G id i t i d b Mi ft f
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