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Project Server 2010 - Upgrade and
MigrationJean-Francois LeSaux, Solution Architect
Steven Haden, Senior Consultant
Microsoft Corporation
Project Server 2010 - Webcast Series
What to expect
• Performance Part 1: Setup, Test Execution, and Results - 3/10/10
• Performance Part 2: Architecture, Sizing, and Capacity - 3/24/10
• Upgrade and Migration - 4/7/10
• Backwards Compatibility Mode - 4/14/10
• Coexisting with SharePoint® Server 2010 - 4/21/10
• Backup and Restore - 5/5/10
• Operations - 5/19/10Mar 21, '10 Apr 4, '10 Apr 18, '10 May 2, '10 May 16, '10
Microsoft Project 2010 IT Professionals WebcastMar 10 - May 19
Project Server 2010 –Performance Part 1: Setup, Test Execution, and Results
Mar 10
Project Server 2010 -Performance Part 2:
Architecture, Sizing, and Capacity
Mar 24
Project Server 2010 - Upgrade and Migration
Apr 7
Project Server 2010 -Backwards Compatibility
Mode
Apr 14
Project Server 2010 -Coexisting with SharePoint
Server 2010
Apr 21
Project Server 2010 - Backup and Restore
May 5
Project Server 2010 -Operations
May 19
www.microsoft.com/events/series/epm.aspx (upcoming and recorded)
Session Objectives and Takeaways
• Session Objectives:
– Understand the deployment and migration process from older versions
– Review of the Benefits of Microsoft® Project Server 2010
– Best Practices on Migration, Upgrade, and Deployment
• Key Takeaways:
• Understand the technology and functional improvements of Project Server 2010
• Be ready to plan, advise, and upgrade to Project Server 2010
Agenda
• The challenges of upgrading to Project Server 2010
• Deployment and Upgrade/Migration stages
– Envision, Plan, Build, Stabilize, Deploy
• Benefits of Project Server 2010
• Migration and Upgrade Best Practices
• Deployment Best Practices
• Conclusion
Microsoft Project Evolution
The Business Collaboration Platform for the Enterprise and the Web
What does change (upgrade) mean for you or
your customer?
This?
Or?
Agenda
• The challenges of upgrading to Project Server 2010
• Deployment and Upgrade/Migration stages
– Envision, Plan, Build, Stabilize, Deploy
• Benefits of Project Server 2010
• Migration and Upgrade Best Practices
• Deployment Best Practices
• Conclusion
Envision: Microsoft Consulting Services EPM Deployment Process
Envision Plan Build Stabilize Deploy
1. Executive/Stakeholder buy-in2. Setting the expectations – ON paper3. Bi-directional learning4. Realistic Estimate for Deployment Time
and Cost
Envision
Plan
Build
Stabilize
Deploy
PlanEnvisioning Workshop
Envision: Typical Deployment Approach
Test
Functional
Design
Mock up
Build
Limited Production
go / no go gates
Production Deployment
Adjust
Deployment
Waves
Assess
People
Skills
Training
Mentoring
Support
Adoption
Process
Definition
Documentation
Reporting
Audit Support
Business Value
Technologyautomation • integration • data
migration
Support and
Health
(Premier)
Plan
• Functional Planning
• Technical Planning
• Migration and Upgrade Planning
Envision
Plan
Build
Stabilize
Deploy
Build
• Installation of Project Server 2010
– Development, QA/Test, Production
• Installation of Microsoft® Office Project Server 2007
Migration Environment
– Virtual Migration Environment (VME)
– Physical Migration Environment
• Migration (Workspaces, Project data, Portfolio data,
Customizations)
• Configuration and customization
• Testing and Validation
• Training and user education
Envision
Plan
Build
Stabilize
Deploy
Stabilize
• Train, educate, prepare users
• Limited production deployment
• Fix and improve
• Be ready for larger rollout
• Monitor and test performance
Envision
Plan
Build
Stabilize
Deploy
Deploy
• Allow users to use the system gradually by waves
• Monitor
• Administer
Envision
Plan
Build
Stabilize
Deploy
Agenda
• The challenges of upgrading to Project Server 2010
• Deployment and Upgrade/Migration stages
– Envision, Plan, Build, Stabilize, Deploy
• Benefits of Project Server 2010
• Migration and Upgrade Best Practices
• Deployment Best Practices
• Conclusion
Microsoft Project 2010
Unified Project and Portfolio Management
Microsoft Project 2010
Simple and Intuitive User Experience
Enhanced Collaboration and ReportingSimply create powerful reports and dashboards
• Quickly create reports from predefined
and localized best practice templates
• Customize in Excel and render through
Excel Services
• Create powerful audience-based dashboards
to monitor portfolio performance
Demand Management
21
Enterprise Project Management
Manage
Collaboration & Reporting
Plan
Work Planning
Select
Portfolio Selection
Create
Demand Management
Four typical phases of demand management lifecycle
Timesheet and Statusing
Three Modes of Time entry
22
• Minimal data entry overhead
• Integrated Work - Single Entry Mode
• Two views of actual work
• Plan
• Timesheet
Task
s • Approved work goes to the plan
• Standalone Task Assignment approval
• Import from Timesheet
• Project Task Assignments only
Tim
esh
eet • Approved work goes
to the Timesheet
• Standalone Timesheet line approval – New!
• Import from My Tasks
• Admin time, Personal Tasks, and Billing Categories
Sin
gle
Entr
y M
od
e • Approved work goes to the plan and to the Timesheet
• Integrated line approvals
• No import required
• All line types and billing categories supported
Architectural Changes
23
• All X64 Architecture
• Web Front End (WFE) – Some changes,
some optimization
• Application Server – Many changes
• SQL – Some changes, heavy optimization
• Overall – Major changes
Summing up:
• New architecture should feel familiar with some new
concepts
• 2010 is more scalable and flexible than 2007
Deprecations and Enhancements
Project 2007 Project 2010
ActiveX® in Project Web Access ActiveX replaced by JSGrid control in majority of the scenarios that no longer require local installation nor administrative privileges to install.
Office Web Components (OWC) All OLAP reports by default rendered by Excel Services - a powerful foundation for rich reporting. Reporting views are not upgraded.
Project Proposals and Activities Converted to “regular” projects with workflow-enabled demand management.
Outlook® Add-in Built-in Project Server to Microsoft® Exchange Server integration
Agenda
• The challenges of upgrading to Project Server 2010
• Deployment and Upgrade/Migration stages
– Envision, Plan, Build, Stabilize, Deploy
• Benefits of Project Server 2010
• Migration and Upgrade Best Practices
• Deployment Best Practices
• Conclusion
Upgrade and Migration Best Practices
Migration: Overall Goals and Deliverables
• Business Continuity for EPM customers
• New comprehensive readiness material available :
• Detailed planning, checklists, and guidance documents
including interactive content
• Tools (Virtual Migration Environments) and Scripts where
possible and applicable
• TechNet
Upgrade and Migration to Project Server 2010Visually…
28
Project Server 2003
Project Server 2007
Project Server 2010
Data Migration Upgrade
Project Portfolio
Server 2006
Project Portfolio
Server 2007
Upgrade Project Portfolio
Server 2007
Gateway
DB Attach
Upgrade to
2010
Backup of
2007
Databases
2003 to 2007
Migration via
the VME
running in
Hyper-V™
Project 2003
and
Windows®
SharePoint®
Services
(WSS) 2.0
Virtual Migration Environment (VME)
DB Attach
Upgrade to
2010
Backup of
2007
Databases
2003 to 2007
Migration via
the Physical
Migration
Environment
Project 2003
and WSS 2.0
Physical Migration Environment
Post-
Migration
• SQL Scripts
• DB Backup
2003 to 2007
Migration
• P12Migrate.exe
Migration to 2007 Process Detail
Pre-Migration
• DB Restore
• SQL Scripts
• Address issues if
found
Migration to 2007 Process Detail
Pre-Migration
• DB Restore
• SQL Scripts
• Address issues if
found
Migration to 2007 Process Detail
Pre-Migration
• DB Restore
• SQL Scripts
• Address issues if
found
Migration to 2007 Process Detail
Pre-Migration• DB Restore
• SQL Scripts
• Address issues if
found
Post-Migration
• SQL Scripts
• DB Backup
Migration to 2007 Process Detail
Post-Migration
• SQL Scripts
• DB Backup
Migration to 2007 Process Detail
Migration Scripts Toolbox
• Database Profile
• Pre-Migration Validation
• Data Snapshot before Migration
• Data Snapshot after Migration
• Compare before/after state
• Done for Project Data, Workspaces, Links
Customizations and Migration
Customization From Project 2003 From Project 2007
Code using Server APIs Re-implement Migrate without change*
Site Template Customization (Project Web App or Workspaces)
Re-implement In-place upgrade only
Re-implement for DB Attach for 4 DB attach
Microsoft® SQL Server® Reporting Services/Third-Party Reporting
Re-implement Migrate without change
Custom Fields Migrate with potential changes*
Migrate without change*
*With verification
Migrating to Project Server 2010
from Project Portfolio Server
• Microsoft® Office Project Portfolio Server (PPS)
2006 to 2007
• Project Portfolio Server 2007 – Three scenarios:
– Migrate to Project Server 2010 feature set
– Finish existing projects in PPS 2007 and start
new in Project Server 2010 (Configure,
Complete, Archive)
– Use side-by-side with Project Server 2010
Agenda
• The challenges of upgrading to Project Server 2010
• Deployment and Upgrade/Migration stages
– Envision, Plan, Build, Stabilize, Deploy
• Benefits of Project Server 2010
• Migration and Upgrade Best Practices
• Deployment Best Practices
• Conclusion
Deployment Best Practices
New Architecture
• Must Comply with IT Governance (X64)
• IT Staff Readiness (Windows Server® 2008, SQL
Server, SharePoint Server 2010, …)
• New infrastructure or in-place upgrade
• Must play nice with existing corporate standards
Project MPP file
Project 2010
Project 2007
Project 2003
Backwards Compatibility Mode
Project Server 2010 in “Compatibility Mode”
Project Server and Professional
Version Compatibility matrix
44
Project Server 2003
Project Server 2007
Project Server 2010
Project Professional 2003 Full connectivity - -
Project Professional 2007 - Full connectivity
Connectivity to Server in BCM*
(Project Professional 2007 SP2 required)
Project Professional 2010 - - Full connectivity
Solution Demo Image (Beta)
The EPM Solution demo provides a comprehensive overview of the
new and existing capabilities included in Microsoft Project Professional
2010 and Microsoft Project Server 2010. The demo follows the life of a
software development project from inception through to completion.
Distributed partners and customers since Beta.Feedback to [email protected] and title the e-mail “Demo Feedback”.More info http://blogs.msdn.com/project_programmability/archive/2010/02/25/project-2010-beta-virtual-lab-is-available-as-hosted-experience-in-your-browser.aspx
EPM Solution demo includes:• PPM Governance• Portfolio Selection and Analytics• Detailed Planning• Project and Portfolio Execution
Download - http://go.microsoft.com/?linkid=9713956Hosted - http://go.microsoft.com/?linkid=9713654
Recommended Hardware/Software• 8-GB RAM• Solid-State Drive (SSD)• Windows Server® 2008 R2 64-bit (Hyper-V)
Resources
• Project 2010 Web site: www.microsoft.com/project/2010
• Project Server 2010 TechCenter (TechNet): http://technet.microsoft.com/projectserver
• Project 2010 Resource Center (MSDN®): http://msdn.microsoft.com/Project
• Project 2010 Video content: www.microsoft.com/showcase/en/US/channels/microsoftproject
• Project 2010 webcasts and podcasts: www.microsoft.com/events/series/epm.aspx?tab=webcasts
• Project 2010 Forums: http://social.technet.microsoft.com/Forums/en-US/category/projectserver2010,projectprofessional2010
• Project 2010 Demo Image: – Download: http://go.microsoft.com/?linkid=9713956
– Hosted Virtual Lab: http://go.microsoft.com/?linkid=9713654
• Blogs– http://blogs.msdn.com/project– http://blogs.msdn.com/project_programmability– http://blogs.technet.com/projectadministration
Conclusion, Q&A
Microsoft Confidential 47
Questions and Answers
• Submit text questions using the “Ask” button
• Don’t forget to fill out the survey
• For upcoming and previously live webcasts:
www.microsoft.com/webcast
• Got webcast content ideas? Contact us at:
http://go.microsoft.com/fwlink/?LinkId=41781
© 2008 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 this presentation. 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.49
