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El. knyga: Microsoft(R) Office Project Server 2007: The Complete Reference

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  • Formatas: 672 pages
  • Serija: The Complete Reference
  • Išleidimo metai: 12-Feb-2008
  • Leidėjas: Osborne/McGraw-Hill
  • Kalba: eng
  • ISBN-13: 9780071589376
Kitos knygos pagal šią temą:
Microsoft(R) Office Project Server 2007: The Complete ReferenceDidesnis paveikslėlis
  • Formatas: 672 pages
  • Serija: The Complete Reference
  • Išleidimo metai: 12-Feb-2008
  • Leidėjas: Osborne/McGraw-Hill
  • Kalba: eng
  • ISBN-13: 9780071589376
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"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.
Acknowledgments xvii
Introduction xix
Part I Consider This before You Commit to Project Server 2007
What Your CFO Needs to Know about Project Server
3(4)
The Value of Enterprise Project Management
3(2)
Organizational Commitment to EPM Success
5(1)
The Executive Sponsor
5(1)
The Project Team
5(1)
The Subject Matter Expert(s)
6(1)
Technical Services/IT
6(1)
Active Project Sponsorship
6(1)
The New Architecture of the Microsoft EPM Environment
7(18)
Authentication
7(2)
Analysis Services
9(2)
Access
9(1)
Cube Generation Updating
9(1)
Cube Capabilities
10(1)
Cube Management
10(1)
Operating Systems
11(1)
Network Operating System
11(1)
Client Machines
11(1)
Windows SharePoint Services
12(1)
Ability to Scale
12(1)
Networking Components
12(1)
Communication between Project Pro and SQL
12(1)
The Project Server Queue
13(2)
Job Storag
15(1)
Job Polling
15(1)
Job Processing
15(1)
Job Status and Management
15(1)
The PSI Evolution of EPM Web Services
15(4)
The PSI Forwarder
17(1)
The Heart of the PSI
18(1)
Immediate Benefits for the Developer
18(1)
How Does the PSI Work?
19(1)
PSI Method Properties
19(1)
DataSets
19(1)
PSI Limitations
20(1)
Project Server Events
20(1)
Pre-events
20(1)
Post-events
20(1)
Server-Side Scheduling
21(2)
Server-Side Events
22(1)
Where the Events Live
22(1)
Data Storage
23(2)
New Features and Some That Have Been Retired
25(30)
The New Windows SharePoint Services-Based User Interface (UI)
25(21)
A Single Interface
25(9)
Project Web Access
34(12)
Project Professional 2007
46(4)
Multiple-Level Undo
46(1)
Project Scheduling Improvements
47(1)
A Single Publish Command
48(1)
Gantt Bars
48(1)
Miscellaneous Features
48(1)
Support for Master/Sub Projects
49(1)
Deeper Office Integration with Office 2007
49(1)
Features No Longer Available
50(1)
Save Link
50(1)
Portfolio Modeler
50(1)
To-Do Lists
51(1)
Hiding of the Left Navigation Pane
51(1)
A Word on Microsoft Office SharePoint Server (MOSS) 2007 and Project Server
51(4)
Part II Plan for Your Project Server 2007 Implementation
Building Blocks for Implementation Success
55(10)
Implementation Approach
55(10)
Implementation Team
56(2)
Envisioning
58(1)
Planning and the Pilot
59(1)
Full Implementation
59(1)
Role of the PMO
59(2)
Project Management Maturity
61(1)
Not-So-Obvious Planning Considerations
62(3)
Requirements, Prioritization, and Project Planning for Project Server
65(14)
Gathering Requirements
66(1)
Requirements versus Specifications
66(1)
Building Functional Requirements
67(1)
Requirements Prioritization
68(1)
Prioritized Requirements versus Technical Reality and Cost
69(1)
Use Cases
70(3)
Creating an Iterative Plan
73(6)
Part III Details on the Installation and Configuration of Project Server 2007
Installation of Project Server 2007 and Prerequisite Software
79(56)
Installation Overview
79(3)
Overall Considerations---Common across All Farm Sizes
80(2)
Server Installation in a Stand-Alone Environment
82(6)
Operating System
82(6)
Small-Farm, Single-Server Installation
88(35)
Installing IIS
89(1)
Installing the NET Framework 3.0
90(1)
Database Server and DB Components on Other Application Web Servers
91(3)
SQL Service Account
94(1)
Authentication Mode
95(1)
Report Server Configuration
95(2)
The Surface Area Configuration Tool for SQL 2005
97(3)
SQL 2005 SP1
100(1)
Service Accounts
100(1)
Installing the Binaries for Project Server 2007
101(3)
The SharePoint Products and Technologies Configuration Wizard
104(2)
Configuring the Farm Services for a Single Server
106(3)
Creating the Web Application for PWA
109(5)
Creating the Web Application for the Shared Services Provider
114(3)
Creating the SSP
117(2)
Creating the PWA Site
119(4)
Adding a Server to the Farm
123(5)
Client Components
125(3)
SQL Server 2005 Analysis Services Configuration
128(1)
Adding the SSP Service Account to Analysis Services Administration
129(1)
Installing with MOSS 2007
129(6)
Installing Microsoft Office Project Server 2007 on an Existing Instance of SharePoint Server 2007
130(1)
Installing a New Instance of Project Server 2007 on an Existing Instance of SharePoint Server 2007
130(1)
Installation Procedure
130(5)
SharePoint Central Administration in a Project Server Environment
135(18)
Central Admin Home Page
136(2)
Operations
138(8)
Topology and Services
138(2)
Security Configuration
140(1)
Logging and Reporting
140(1)
Convert License Type
141(1)
Global Configuration
141(2)
Backup and Restore
143(2)
Data Configuration
145(1)
Application Management
146(5)
SharePoint Web Application Management and Configuration
146(5)
Shared Services
151(2)
Configuring Security in Your EPM Environment
153(38)
IIS Security
154(4)
Setup
154(1)
User Accounts
154(1)
SSL
155(1)
Application Pools
156(1)
NTLM and Kerberos Authentication
157(1)
Project Server 2007 Permissions
158(25)
PWA Security Fundamentals
158(1)
Manage Users
159(4)
PWA Permissions
163(15)
Manage Groups
178(2)
Manage Categories
180(2)
Security Templates
182(1)
Client Security
183(8)
Project Professional 2007 Security
183(2)
Internet Explorer
185(6)
Configuring Enterprise Data Settings
191(66)
Enterprise Custom Field Definition
193(47)
Entities
193(1)
Types
193(1)
Field Categories
194(1)
Field Types and What They Each Contain (More Detail)
195(22)
Project Server Built-In ``Custom'' Fields
217(1)
Custom Fields
218(4)
Entities (Again)
222(2)
Types (Again)
224(1)
Building and Formatting Custom Enterprise Fields
224(16)
Enterprise Global
240(2)
Adding a Column Displayed in a View
240(1)
Removing a Column from the View
240(1)
Creating a New View (Single)
240(2)
Removing the View from the Menu or View Bar without Deleting It
242(1)
Enterprise Calendars
242(3)
Resource Center
245(10)
Resource Center Settings
245(3)
Features of Resource Center
248(7)
About Project Server
255(2)
Configuring Time and Task Management
257(10)
Financial Periods
258(2)
Timesheet Periods
260(1)
Timesheet Classifications
261(1)
Timesheet Settings and Defaults
261(2)
Administrative Time
263(1)
Task Settings and Display
264(1)
Close Tasks to Update
265(2)
Configuring Look and Feel Settings
267(36)
Quick Launch
267(6)
Move an Item
269(1)
Adding a New Link to the Quick Launch Bar
270(2)
Deleting a Link
272(1)
Changing the Name of a Link
272(1)
Gantt Chart Formats
273(5)
Grouping Formats
278(2)
Managing Views
280(16)
View Types
280(8)
Views from Microsoft
288(8)
Some Guidelines on Views
296(1)
Creating and Modifying Views
296(5)
Deleting a View
298(2)
Copying a View
300(1)
Creating a New View
301(1)
A Few Last Words about Classic ``Look and Feel''
301(2)
Configure the Remaining Server Settings
303(14)
Database Administration Section of Server Settings
303(4)
Schedule Backup
303(1)
Administrative Backup
304(1)
Forced Check-in Enterprise Objects
305(1)
Delete Enterprise Objects
305(1)
Administrative Restore
305(2)
Cube Section of the Server Settings Page
307(4)
Cube Build Settings
308(1)
Cube Configuration
309(1)
Cube Build Status
310(1)
Database Server Modifications
311(1)
Enabling SQL Server 2000 Analysis Services for Use with Project Server 2007
311(1)
Enabling SQL Server 2005 Analysis Services for Use with Project Server 2007
312(1)
Forms Authentication
312(1)
Configuring Project Server with Excel Services
313(2)
Steps to Enable ECS for Use with Data Analysis Views
314(1)
Project Server 2007 Report Pack for SQL Server 2005 Reporting Services
315(2)
Roll Out the Desktop
317(14)
Internet Explorer
317(3)
Trusted Sites Zone
317(3)
Project Professional
320(1)
Additional Client Components
321(10)
ActiveX Controls
322(1)
Office Web Components
322(1)
Analysis Services 2005 (9.0) OLE DB Provider (If Using Analysis Services 2005)
323(1)
Microsoft Office Client Applications
324(7)
Part IV Project Server 2007 Maintenance
Performance of Your EPM System
331(10)
Tools from the Past
331(1)
Identifying Potential Performance Degradation Areas
332(4)
Client
332(1)
Front End Web Server
333(1)
Application Server
334(1)
Database Server
335(1)
Network
335(1)
Tools to Diagnose Your System Objectively
336(5)
Best Practice Analyzer
336(1)
Performance Monitor
337(2)
Scaling Your Environment
339(2)
Application/Database Migration from Previous Versions
341(12)
Migration Approaches
341(1)
Migration Areas
342(1)
Items Not Addressed by the Migration Tool
342(1)
Premigration Steps
342(3)
The Starting Point---Project Server 2003 SP2a
343(1)
No Pending Status Updates
343(1)
No Duplicate Enterprise Resources
343(1)
No Commas in Enterprise Resource Display Names
343(1)
Ensure That No Projects Are Checked Out or Have Been Recently Edited Externally
343(1)
Versions
344(1)
Project Server Authenticated Accounts
344(1)
Migration
345(8)
The P12MIGRATIONTOOI.exe
348(2)
Postmigration Tasks
350(3)
Techniques and Solutions for New Project Requests
353(6)
Initiation Processes
353(1)
Role of the Steering Committee
354(1)
Tools
354(5)
The Proposals Feature in Project Server 2007
354(2)
Project Portfolio Server 2007
356(1)
Custom Solution
357(2)
Integrating Project Server 2007 with External Systems
359(6)
Project Portfolio Server 2007
359(1)
Project Server 2007 Visual Studio Team System Connector
360(1)
Microsoft Project Client Add-Ins
360(5)
Part V Project Server in Action
Time Tracking and Task Updates
365(10)
How Task-Time Entry Has Evolved
365(1)
The Divorce of Task Status and Timesheets
366(2)
Process Options
366(2)
Different Roles Associated with the Task Update and Timesheet Processes
368(7)
Default Assignment Owner
368(1)
Timesheet Manager
368(1)
Status Manager
369(1)
Features and Pages Related to Time and Task Entry
370(5)
Reporting and Views
375(10)
Types of Views
375(8)
Common PWA View Functions
375(1)
Data Analysis Views
376(1)
Resource Center Views
377(2)
Project Center Views
379(3)
Project Views
382(1)
My Work Views
383(1)
Visual Reports in Project Professional
383(2)
Resource Management
385(40)
The Resource Breakdown Structure (RBS)
387(12)
RBS for Authorization
387(1)
RBS for Reporting
388(1)
Resource Allocation and Capacity
389(10)
Configuring the Resources
399(11)
Build Team from PWA
410(4)
Surrogate Timesheets
413(1)
Using Resource Information
414(1)
Resource Views
414(8)
Resource Center Top Level
414(3)
Assignment Views
417(1)
Availability Views
417(5)
Use of Generic Resources
422(1)
Matching Resources
423(1)
Resource Skills
423(1)
A Word on Local Resources
424(1)
How the Project Manager Interacts with Project Server
425(52)
Project Manager Basic Lifecycle
425(39)
Connecting to Microsoft Office Project Server 2007 from the Project 2007 Client
426(1)
Using Enterprise Templates
426(2)
Building the Plan
428(17)
Managing the Plan
445(7)
Approval from within Project Professional
452(2)
Enterprise Global, Local Global, and What They Mean to the Project Manager
454(4)
Looking for Resources
458(4)
Keeping the Project Current
462(1)
Using the Project Workspace to Manage the Project
462(2)
Master Projects
464(1)
Cross-Project Task Dependencies (outside of Master Projects)
465(4)
Status Reporting
469(4)
Status Report Requests
469(4)
PWA Views
473(1)
Project Center Views
473(1)
Project Views
474(1)
Data Analysis Views
474(1)
A Word on the Project Cache
474(3)
How the Team Member Interacts with Project Server
477(24)
Team Member at Work
477(20)
E-Mail Notifications
478(1)
Project Web Access Home Page
478(2)
Team Member Assignment and Reporting Process
480(17)
PWA Views
497(4)
Project Center Views
497(1)
Project Views
497(1)
Issues and Risks
497(1)
Resource Center Views
497(1)
Status Reports
497(1)
Collaborating with the Project Team (Project Workspace)
498(3)
How the Resource Manager Interacts with Project Server
501(22)
Building Project Teams
502(3)
Surrogate Timesheets
505(1)
Timesheet Management
506(7)
Approval of Administrative Time Requests
507(2)
Approval and Rejection of Timesheets
509(4)
Status Reporting
513(1)
Views and Reports
513(8)
Resource Center Views
513(6)
Data Analysis Views
519(2)
Resource Information
521(2)
The Executive and Miscellaneous Roles
523(16)
Project Center Views
524(3)
Data Analysis Views
527(4)
Excel
531(4)
SQL Reporting Services Reports
535(1)
Hybrid Views in Windows SharePoint Services 3.0
535(2)
Miscellaneous Roles
537(2)
Project Server 2007---Doing More for Collaboration and Communications
539(68)
Built-In Features
540(13)
Issues
540(5)
Risks
545(1)
Documents and Document Libraries
546(1)
Alerts
546(1)
Deliverables
547(1)
Tasks
548(1)
Announcements
549(1)
Discussion
550(1)
Links
551(1)
Personal Views
551(2)
Extending the Environment
553(43)
Modifying a Site
553(29)
Customizing the Project Workspace
582(3)
Using the New Template Process
585(2)
Saving the Template as a File
587(1)
Registering the New Template
588(1)
Changing the Default Workspace Template in Project Server
589(1)
Building Workflows
589(5)
Creating Subpages and Sites
594(2)
Working with MOSS 2007
596(8)
Business Intelligence Features
596(7)
Forms Services
603(1)
Enterprise Search
604(1)
Other SharePoint Ideas for the Project Server Environment
604(3)
Part VI Program and Portfolio Management
Program Management
607(10)
Custom Program Field
607(1)
Program View
608(1)
Master Projects
608(2)
Cross-Project Dependencies
610(1)
Provision Subworkspaces
611(3)
Deliverables
613(1)
Reporting on Programs
614(3)
Project Portfolio Management
617(10)
SharePoint Portfolio Site
619(1)
New Project Request Details
619(3)
Using Alerts to Notify
622(1)
Initial Evaluation and the Virtual Business Case
623(1)
Enterprise Custom Fields and the Value View
623(2)
Resourcing the Projects
625(1)
Value View and Dashboard
626(1)
Index 627


Dave Gochberg is the Enterprise Project Management Center of Excellence lead for CDW Berbee. He has been in IT for over 17 years and in consulting for 12 of those years. He has held positions that include technical and management positions. He also has extensive Project Management experience.





Rob Stewart is a Microsoft Solutions Specialist for CDW Berbee and has eight years of experience implementing Microsofts Enterprise Project Management toolset in the private, public, and government sectors. Prior to joining CDW Berbee, he was the Director of Information Technology for a leading software development company based in W. Michigan.
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