Course 55115-A: Planning, Deploying and Managing Microsoft Project Server 2013

Microsoft

Course 55115-A: Planning, Deploying and Managing Microsoft Project Server 2013

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The goal of this three-day instructor-led course is to provide students with the knowledge and skills necessary to effectively plan, deploy and administer Microsoft Project Server 2013.

Audience Profile

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 Project and Portfolio Management (PPM) Solution using Project Server 2013.

Prerequisites

Course outline

Module 1: Overview of Project Server 2013

Module Overview

This module provides the background knowledge to effectively plan a Project Server 2013 deployment. Lessons presented in this module will detail whats new in 2013, the logical and physical architecture, planning for high availability and scalability, and hardware & software requirements.

Lessons

Whats New in Project Server 2013
Project Online in Office 365
SharePoint Permission Mode
Database Consolidation
My Tasks: All Tasks in One Location
Improvements in Exchange Integration
Other Improvements
Understanding Project Server 2013 Architecture
Logical Architecture
Physical Architecture
Client Applications
SharePoint Server
Microsoft SQL Server
Microsoft SQL Server Analysis Services
Understanding Physical Configurations
Non-Redundant Configurations
High Availability Configurations
Network Load Balancing
Failover Clustering
Database Mirroring / Log Shipping
SQL Server AlwaysOn Availability Groups
System Requirements
Requirements for Project Professional 2013
Requirements for Project Web App for Clients
Requirements for Web Front-End and Application Server

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Describe the new features of Project Server 2013.
Explain the architecture of Project Server 2013.
Describe the physical configurations of Project Server 2013.
Explain the hardware and software requirements.

Module 2: Installing and Configuring Prerequisites

Module Overview

This module describes how to install and configure the software and service prerequisites prior to installing SharePoint and Project Server 2013. Lessons presented in this module will detail creating and associating the necessary service accounts, installing and configuring the software components and configuring SQL Server.

Lessons

Creating Service Accounts
Overview of Service Accounts
Creating Service Accounts
Creating Security Groups
Configuring SQL Server
Install Required SQL Server Features
Configure SQL Services
Configure Collation Settings
Determine Authentication Mode
Configure SQL Server for Project Server 2013
Configure Windows Firewall Settings
Installing SharePoint Software Prerequisites
SharePoint 2013 Products Preparation Tool
Manual Installation of Prerequisite Software

Lab Sessions

Creating Service Accounts
Configuring SQL Server
Verify Prerequisite Software and Services

Lab Lessons

Create Service Accounts
Create Security Groups
Add SharePoint Service Account to SQL Server
Add Inbound Rule using Windows Firewall with Advanced Security
Add Inbound Rules using Netsh Advfirewall
Verify the Prerequisite Software and Services

After completing this module, students will be able to:

Create service accounts to be used in SharePoint/Project Server 2013.
Install and configure Microsoft SQL Server.
Install and verify SharePoint Software Prerequisites.

Module 3: Deploying and Configuring SharePoint and Project Server 2013

Module Overview

This module describes how to install SharePoint and Project Server 2013. Lessons presented in this module will detail the stand-alone, single server and multi-server farm installations. You will learn the SharePoint design structure and how to use the Initial Farm Configuration Wizard, manually configuring SharePoint services and provision the Project Web App instance.

Lessons

Installing SharePoint and Project Server Software
SharePoint Setup Program
Standalone Installation
Farm Installation
Project Server Setup Program
Configuring SharePoint Server 2013
SharePoint 2013 Products Configuration Wizard
Running the Farm Configuration Wizard
Manually Configuring SharePoint Services
Configuring a Multi-Server Farm
Deploying Project Web App
Overview of Sites and Site Collections
Creating a Web Application

Lab Sessions

Installing SharePoint and Project Server Software
Configuring SharePoint Server 2013
Deploying Project Web App

Lab Lessons

Install the SharePoint Server 2013 Setup Files
Install the Project Server 2013 Setup Files
Run the SharePoint 2013 Products Configuration Wizard
Run the Farm Configuration Wizard
Create the Web Application for the PWA Instance
Create the Project Web App Instance

After completing this module, students will be able to:

Install SharePoint Server and Project Server 2013 Software.
Configure SharePoint Server 2013.
Deploy Project Web App.

Module 4: Configuring Project Server Clients

Module Overview

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.

Lessons

Configuring Project Professional 2013
Overview of Microsoft Project 2013
Installing Microsoft Project Professional 2013
Difference between Authentication and Authorization
Creating a Project Server Authentication Profile
Logging on to Project Server
Managing Local Project Cache
Using Project Web App
Logging on to Project Web App using Internet Explorer
Adding the Project Web App Site to Trusted Sites Zone
Using the Running as a Different User Option
Supported 3rd Party Web Browsers

Lab Sessions

Configuring Project Professional 2013
Using Project Web App

Lab Lessons

Create a Project Server Authentication Profile
Reconfigure Local Cache Settings
Add the Project Web App Site to Trusted Sites Zone
Use the Run as Different User Option

After completing this module, students will be able to:

Install and configure Microsoft Project Professional 2013.
Use Project Web App.

Module 5: Configuring Project Server

Module Overview

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 periods and timesheet settings and how to configure them. You will learn how to configure Operational Policies and import resources and project plans.

Lessons

Configuring Fiscal Periods
Configuring Time Reporting Periods
Creating Line Classifications
Configuring Timesheet Settings and Defaults
Configuring Administrative Time
Configuring Task Settings and Display
Manage Timesheets
Timesheet Manager
Configuring Operational Policies
Configuring Additional Server Settings
Active Directory Enterprise Resource Pool Synchronization
Configuring Connected SharePoint Sites
Importing Resources and Project Plans
Overview of Importing Data
Importing Resources to Enterprise
Importing Projects to Enterprise

Lab Sessions

Configuring Time & Task Management Settings
Configuring Operational Policies
Importing Resources and Projects

Lab Lessons

Configure Financial Periods
Configure Time Reporting Periods
Create a Line Classification
Configure Timesheet Settings and Defaults
Create Categories for Administrative Time
Configure Task Settings and Display
Configure Additional Server Settings
Configure Enterprise Resource Pool Synchronization
Import Resources
Import Projects

After completing this module, students will be able to:

Configure Time and Task Management Settings.
Configure Operational Policies.
Import Resources and Project Plans.

Module 6: Managing Project Server Security

Module Overview

This module describes how to manage Project Server security. Lessons presented in this module will cover SharePoint and Project Server permission modes and detail how security works in both permission modes. You will also learn how to create Project Server security users, groups and categories and configuring the various permissions.

Lessons

Overview of Project Server Security
Understanding Permission Modes
Security Workflow SharePoint Permission Mode
Security Workflow Project Server Permission Mode
SharePoint Security Permissions
Default SharePoint Groups
Adding Users to SharePoint Groups for PWA
Switching Permission Mode
Project Server Security Permissions
Project Server Security Permissions
Global Permissions
Category Permissions
Category Dynamics Rules
Security Templates
Creating Project Server Security Principals
Creating Project Server Users
Understanding Project Server Groups
Creating Project Server Groups
Understanding Project Server Categories
Creating Project Server Categories

Lab Sessions

Working with SharePoint Security Permissions
Creating Security Templates
Working with Project Server Security Principals

Lab Lessons

Add Active Directory Groups to SharePoint Groups
Test User Access
Switch to Project Server Permission Mode
Create a Security Template for the PMO
Modify the Project Managers Default Security Template
Create a Project Server User Account
Create a Project Server Group
Apply a Security Template to a Project Server Group
Create a Project Server Category
Apply a Security Template to a Project Server Category

After completing this module, students will be able to:

Understand how Project Server security works.
Configure SharePoint Permission Mode.
Configure Project Server Permission Mode.
Create Project Server Security Entities.
Project Server users.
Project Server Groups.
Project Server Categories.

Module 7: Configuring Enterprise Data Settings

Module Overview

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.

Lessons

Configuring Enterprise Custom Fields
Overview of Custom Fields
Enterprise Custom Fields
Creating Enterprise Custom Fields
Creating Lookup Tables
Preconfigured Enterprise Custom Fields
Configuring Enterprise Objects
Resource Breakdown Structure
Security Rules and the Resource Breakdown Structure
Configuring Enterprise Calendars
Configuring the Enterprise Global Template

Lab Sessions

Configuring Enterprise Custom Fields
Configuring Enterprise Objects

Lab Lessons

Create a Custom Enterprise Lookup Table
Create Custom Enterprise Fields
Restore Custom Fields and Lookup Tables
Test the Resource Breakdown Structure
Modify the Standard Enterprise Calendar
Create a New Enterprise Calendar
Customize the Enterprise Global Template

After completing this module, students will be able to:

Configure Enterprise Custom Fields.
Configure Enterprise Objects.

Module 8: Configuring the Business Intelligence Center

Module Overview

This module describes how to configure the Business Intelligence Center. Lessons presented in this module will detail how to configure Project Web App Reporting with Excel Services and Secured Store Service. You will also learn how to configure SQL Server Analysis Services and create an OLAP database.

Lessons

Configuring Project Web App Reporting
Configuring Prerequisites
Configuring SQL Server
Configuring Excel Services
Configuring Secure Store Service
Configuring OLAP Cubes for Project Web App
Overview of OLAP Cubes
How Project Server Creates OLAP Cubes
Requirements for SQL Server Analysis Services
Configuring the OLAP Database Configuration

Lab Sessions

Configuring Project Web App Reporting
Configuring OLAP Cubes for Project Web App

Lab Lessons

Configure Prerequisites
Configure SQL Server
Configure Excel Services
Configure Secure Store Service
Test Sample Reports
Adding Service Accounts to MSAS Local Group
Create SQL Login and Grand Access to ProjectWebApp Database
Add the Server Role Member to Analysis Services
Configure and Build the OLAP Database
Grant Access to the OLAP Cube Database

After completing this module, students will be able to:

Configure Project Web App Reporting.
Configure OLAP Cubes for Project Web App.

Module 9: Customizing Project Sites

Module Overview

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.

Lessons

Working with Project Sites and Elements
Working with Risks
Working with Issues
Working with Document Libraries
Working with Deliverables
Understanding Project Site Permissions
Configuring Project Site Provisioning Settings
Creating a Custom Project Site Template
Customizing the Project Site
Adding Web Parts to a Project Site
Adding SharePoint Apps
Saving the Project Site as a SharePoint Template
Changing the Default Project Site Template

Lab Sessions

Configuring Project Site Provisioning
Creating a Custom Project Site Template

Lab Lessons

Modify Project Site Provisioning Settings
Create and Publish a Temporary Project
Change the Logo on the Home Page
Import a Spreadsheet to a SharePoint List
Add Template Files to the Document Library
Add a New Navigation Link
Save the Project Site as a Site Template
Change the Default Project Site Template

After completing this module, students will be able to:

Work with Project Sites and Elements.
Create a Custom Project Site TemplateResolve common application compatibility issues.

Module 10: Project Server Administration

Module Overview

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, Project Server Log Level Manager, 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
Project Server Log Level Manager
Health Analyzer
Diagnostic Logs
Best Practices with Diagnostic Logs
Managing Queue Jobs and Enterprise Objects
Managing Queue Jobs
Deleting Enterprise Objects
Forcing Check-In of Enterprise Objects
Backing Up and Restoring Project Server Data
Project Server Disaster Recovery
Disaster Recovery using SharePoint Central Administration
Backing Up a Database using SQL Server Management Studio
Restoring a Database using SQL Server Management Studio

Lab Sessions

Working with Administration Tools
Working with Enterprise Objects
Backing up and Restoring Project Server Databases

Lab Lessons

Enable SharePoint Developer Dashboard
Configure Project Server Log Level Manager
Configure SharePoint Health Analyzer
Configure Diagnostic Logging
Force Check-in of a Project
Delete a Project
Schedule a Backup of Enterprise Objects
Perform an Administrative Backup
Create a Shared Folder and Assign Permissions
Backup SharePoint Farm using Central Administration
Backup PWA Databases using SQL Server Management Studio

After completing this module, students will be able to:

Work with Administration Tools.
Manage Project Server Queue Jobs and Enterprise Objects.
Backup and Restore Project Server Data.

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