Planning, Deploying, and Managing an Enterprise Project Management Solution

Course 2732: Five days; Instructor-Led

 

 

Introduction

The goal of this five-day, instructor-led course is to provide systems engineers with the knowledge and skills necessary to effectively plan, deploy, and manage a Microsoft Office Project Server 2003 solution.

Audience

Candidates for this course are IT professionals who operate in medium to very large computing environments that use the Microsoft Windows Server 2003 operating system. Typical environments in which they work have these characteristics:

Supported users ranging from 200 to 5,000 or more
Multiple physical locations

Typical products and technologies include Windows Server 2003, Internet Information Services (IIS), Microsoft Windows SharePoint Services, Microsoft SQL Server, Project Server 2003, Microsoft Project Professional 2003, SQL Analysis Services, Office Web components and messaging and collaboration platforms, and network security products and technologies.

At Course Completion

After completing this course, students will be able to:

Describe an Enterprise Project Management solution.
Plan a Project Server infrastructure.
Install and configure Project system servers.
Implement Project Server 2003.
Plan the Project Server deployment.
Plan client software distribution.
Deploy client software.
Plan Project Server 2003 operations.
Configure and manage resource and project data.
Configure and manage views and security.
Administer Project Server 2003.
Migrate project data.
Plan the testing of a Project Server 2003 deployment.
Troubleshoot Project Server 2003.

Prerequisites

Before attending this course, students must have:

Completed Course 2279: Planning, Implementing, and Maintaining a Microsoft Windows Server 2003 Active Directory Infrastructure.
A working knowledge of basic project management concepts.

Microsoft Certification exams

This course will help the student prepare for the following Microsoft Certified Professional exam:

Exam 70-281: Planning, Deploying, and Managing an Enterprise Management Solution

Course Materials

The student kit includes a comprehensive workbook and other necessary materials for this class.

Course Outline


 

Module 1: Overview of an EPM Solution

During the deployment of a Project Server 2003 infrastructure, a systems engineer must know the terminology used in project management and in Project Server 2003. In this module, the students are introduced to these terms and how they are used. In addition, the students must analyze functional specifications as they are written by the business analyst and project manager. This module discusses the components of the functional specifications, and the relationships of other job roles in a Project Server 2003 solution.

Lessons

Introduction to Project Server 2003
Practice: Identifying Project Terms
Deploying Project Server 2003
Practice: Identifying Processes and Components

Lab A: Overview of Project Server 2003 Deployment

Case Study

After completing this module, students will be able to:

Describe Project Server 2003 at a high level.
Describe how to deploy Project Server 2003.

 

Module 2: Planning the Project Server 2003 Infrastructure

This module covers the tasks, tools, and knowledge needed to plan the Project Server infrastructure. The module explains what the components are within the infrastructure and how to plan for optimum usage.

Lessons

Introduction to the Logical Architecture of Project Server 2003
Practice: Identifying Project Server 2003 Components
Analyzing Current Infrastructure
Planning for High Availability and Scalability
Practice: Creating a High Availability and Scalability Plan
Planning the Physical Architecture for Project Server 2003
Practice: Creating a Physical Architecture Plan
Planning Security for System Servers
Practice: Creating a Security Plan for System Servers

After completing this module, students will be able to:

Describe the logical architecture of Project Server 2003.
Describe how to analyze current infrastructure.
Describe how to plan the physical architecture of Project Server 2003.
Describe how to plan security for system servers.

 

Module 3: Installing and Configuring Project System Servers

This module covers the tasks, tools, and knowledge needed for installing and configuring Project system servers.

Lessons

Creating Service Accounts
Practice: Creating and Configuring Project System Service Accounts
Installing and Configuring IIS 6.0 Servers
Practice: Configuring IIS 6.0 Server
Configuring SQL Server for Project Server 2003 Installation
Practice: Configuring SQL Server for Project Server 2003 Installation
Configuring Windows SharePoint Services
Practice: Installing and Configuring Windows SharePoint Services

After completing this module, students will be able to:

Create user accounts used for Project Server 2003 installation.
Install and configure IIS 6.0 servers.
Configure SQL Server 2000 for Project Server 2003 installation.
Install and configure Windows SharePoint Services.

 

Module 4: Implementing Project Server

This module covers the tasks, tools, and knowledge needed to complete the installation and configuration of Project Server 2003, and to confirm that the connectivity to the Project system servers is complete.

Lessons

Installing Project Server 2003
Practice: Installing and Configuring Project Server 2003
Migrating Analysis Services Repository
Practice: Migrating the Analysis Services Repository

After completing this module, students will be able to:

Install Project Server 2003.
Describe Microsoft SQL Server Analysis Services data migration.

 

Module 5: Planning the Deployment of Project Server 2003 Clients

This module covers the tasks, tools, and knowledge needed to plan deployment of Project Server. Students will learn how to plan for client software distribution.

Lessons

Selecting Client Software
Practice: Creating a Client Software Plan
Planning Client Software Deployment
Practice: Creating a Client Software Deployment Plan

After completing this module, students will be able to:

Select the client software.
Plan the deployment of client software.

 

Module 6: Deploying Project 2003 Clients

This module describes how to determine the configuration and connectivity of client software used to access Project Server. The module will cover the two available client-end options: Project Professional and Microsoft Internet Explorer.

Lessons

Deploying Project Professional 2003
Creating a Custom Installation of Project Professional 2003
Connecting Project Professional 2003 to Project Server 2003
Practice: Connecting Project Professional 2003 to Project Server 2003
Configuring Project Web Access Client Computers
Practice: Configuring Project Web Access Client Computers
Configuring Microsoft Outlook Integration for Project Server 2003 Clients
Practice: Configuring Outlook Integration for Project Server 2003 Clients

After completing this module, students will be able to:

Configure Project Professional client computers.
Configure Project Web Access client computers.
Configure Microsoft Outlook Integration for Project Server 2003 clients.

 

Module 7: Planning Project Server 2003 Operations

This module covers the tools, tasks, and knowledge required to plan a Project Server 2003 operation, including planning the security structure, using Active Directory to integrate Project Server 2003 resource pools and security groups, and importing or migrating existing project data.

Lessons

Planning the Project Server 2003 Security Structure
Practice: Creating a Project Server 2003 Security Structure Plan
Planning to Integrate Project Server 2003 with Active Directory
Practice: Creating an Active Directory Integration Plan
Planning to Import Existing Data
Practice: Creating a Plan to Import Data
Planning Project Data Migration
Practice: Creating a Project Data Assessment Plan
Planning Disaster Recovery
Practice: Creating a Disaster Recovery Plan

After completing this module, students will be able to:

Plan the Project Server 2003 security structure.
Plan to integrate Project Server 2003 with Active Directory.
Plan to import existing data.
Plan for project data migration.
Plan for disaster recovery.

 

Module 8: Configuring and Managing Resource and Project Data

This module describes how to determine the configuration and connectivity of client software used to access Project Server. Lessons presented in this module will cover the two client-end options that are available: Project Professional and Internet Explorer.

Lessons

Configuring Enterprise Custom Fields
Practice: Configuring Enterprise Custom Fields
Configuring Enterprise Outline Codes
Practice: Configuring Enterprise Outline Codes
Creating Enterprise Calendars
Practice: Creating Enterprise Calendars
Importing Projects and Resource Data into the Enterprise
Practice: Importing Projects and Resources into the Enterprise
Creating Generic Resources
Practice: Creating Generic Resources
Associating Resources with the Enterprise Custom Fields and Outline Codes
Practice: Associating Resources with the Enterprise Custom Fields and Outline Codes
Editing Resource Calendars
Practice: Creating Resource Calendars

After completing this module, students will be able to:

Configure enterprise custom fields.
Configure enterprise outline codes.
Configure enterprise calendars.
Import project and resource data into the enterprise.
Create generic resources.
Associate resources with enterprise custom fields and outline codes.
Edit resource calendars.

 

Module 9: Configuring and Managing Views and Security

Microsoft Project Server 2003 provides an administrator with a number of tools to manage and configure views and security. The lessons in this module describe the options available when configuring enterprise features, creating views, configuring security, and configuring account synchronization.

Lessons

Configuring Enterprise Features
Practice: Configuring Enterprise Features
Creating and Configuring OLAP Cubes
Practice: Creating and Configuring OLAP Cubes
Creating Portfolio Analyzer Views
Practice: Creating Portfolio Analyzer Views
Creating Project, Resource, and Assignment Views
Practice: Creating Project, Project Center, and Resource Views
Configuring Project Server Security
Practice: Configuring Project Server Security
Configuring Account Synchronization
Practice: Configuring Account Synchronization

After completing this module, students will be able to:

Describe an overview of enterprise features.
Create and configure the OLAP cube.
Create Portfolio Analyzer views.
Create Project, Resource, and Assignment views.
Configure Project Server 2003 security.
Configure account synchronization.

 

Module 10: Administering an EPM Solution

In this module, you will learn about the settings and how to manage them. You will also learn how to manage Windows SharePoint Services in a Project Server 2003 environment.

Lessons

Managing Windows SharePoint Services
Practice: Managing Windows SharePoint Services
Configuring Project Server Features
Practice: Configuring Project Server Features
Configuring Tracking Settings
Practice: Configuring Tracking Settings

Practices and Lab

Lab: Administering an Enterprise Project Management Solution

After completing this module, students will be able to:

Manage Project Server 2003 features.
Configure tracking settings.
Manage Windows SharePoint Services.

 

Module 11: Migrating Project Data

This module describes the tasks and procedures that you use to migrate data to Microsoft Project Server 2003.

Lessons

Migrating Project Data from Previous Versions of Project
Practice: Migrating Project Data from Previous Versions of Project
Migrating SharePoint Team Services Data

After completing this module, students will be able to:

Migrate project data from previous versions of Project.
Migrate SharePoint Team Services data.

 

Module 12: Planning for Testing

Before deploying Project Server 2003 to the enterprise, you must test it. You will test at these levels: pilot, departmental and enterprise. In this module, you will learn how to plan measurements of system speed and delivery based on the roles of the users and how to plan testing the Enterprise Project Management systems.

Lessons

Monitoring Role-Based Performance
Practice: Creating a Role-Based Response Metrics Worksheet
Creating a Test Plan for Project Server 2003
Practice: Creating a Test Plan for Project Server 2003

Practices and Lab

Lab: Planning Testing

After completing this module, students will be able to:

Describe role-based response metrics.
Describe how to prepare a test plan.

 

Module 13: Troubleshooting Project Server 2003

This module describes how to troubleshoot Project Server 2003.

Lessons

Project Server Data Flow Paths
Project Server 2003 Troubleshooting Tools
Troubleshooting Project Server

Lab: Troubleshooting Project Server 2003

Troubleshooting: Logging on to Project Web Access
Troubleshooting: Logging on to Project Professional 2003
Troubleshooting: Opening a Project in Project Web Access
Troubleshooting: Opening a Portfolio Analyzer View in Project Web Access
Troubleshooting: Opening a Project in Project Professional 2003
Troubleshooting: Publishing a Project in Project Professional 2003

After completing this module, students will be able to:

Describe the Project Server data flow paths.
Describe the Project Server troubleshooting tools.
Troubleshooting Project Professional 2003.

 

 
 

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