EPM 2007 Implementation and Upgrade Tips Summary June 18th, 2008 Brendan Giles, PMP, MCP

Slide 2 Overview Preparing the EPM Environment Windows Server 2003 SQL Server 2005 and Analysis Services Installation of EPM 2007 Project Server 2007 WSS 3.0 Server Farm Setup Secure Server Farm Topologies Analysis Services Configuration Questions and Wrap-up

Slide 3 Preparing the EPM Environment Windows Server 2003 SQL Server 2005 and Analysis Services.NET Framework 3.0 ASP.NET 2.0 IIS 6.0 Windows Workflow Foundation

Slide 4 Windows Server 2003 and IIS Start with a clean server with all the latest service packs and patches Microsoft Office Sharepoint Server 2007 should be installed first if it is to be used. Project Server 2007 will automatically detect M icrosoft O ffice S harepoint S erver

Slide 5 SQL Server SQL Server 2000 with SP4 SQL Server 2005 with SP1 A separate database server is recommended Configure surface area settings Remote connections ( Using both TCP/IP and named pipes option ) SQL Server Collation is set to “case insensitive” Bypass Proxy Server for local addresses if used

Slide 6.NET Framework and ASP Download the Microsoft.NET Framework 3.0 Redistributable Package from Microsoft.com Large installation so it may take time Can be done within IIS 6.0 Web Server Extensions Set ASP.NET v to “Allow” Command line option \windir\Microsoft.net\framework\v \asp_regiss.exe –i -enable.NET Framework 3.0 ASP.NET 2.0

Slide 7 Windows Workflow Foundation Used for Workflow execution Can be used in conjunction with Infopath for forms creation Windows Workflow Foundation

Slide 8 WSS Service Accounts Separate Service accounts for each application requirement is a best practice Windows Sharepoint Services Account: A domain account for access to the content database, central administration app pool. The WSS wizard will add it to all the appropriate SQL Server roles. Application Pool Security Account for Provisioning: A domain account used for running the application pool in IIS 6.0. Application Pool Security Account for extending Project Web Access: A domain account used for running an application pool. Site Collection Owner Account: This account has administrative rights over a WSS site collection. This account is required when prompted for a primary collection owner when creating a WSS site collection

Slide 9 WSS Service Accounts Shared Service Provider Administrator: A domain account that acts as a broker between SQL Server and WSS. Has database creator and security administrator permission on SQL Server. Project Server Administrator Account: Used for this Project Server 2007 instance. Sharepoint Search Service Account: Used to activate searching on all WSS Servers All accounts are setup under an Active Directory organizational unit.

Slide 10 Project Server 2007 Basic Installation includes: Project Server 2007 SQL Server 2005 Express Recommended for a demo style environment Farm (Advanced) Installation includes: Project Server 2007 Can consist of a Single Server Triggers the Sharepoint Technologies Wizard

Slide 11 WSS 3.0 Sharepoint Technologies Wizard Connects to a New Server Farm Option Specify database Server for the Sharepoint Configuration database Specify the WSS Database access account Specify a port for Sharepoint Central administration account Choose authentication (NTLM or Kerboros) Also used to upgrade the Server Farm

Slide 12 WSS 3.0 Sharepoint Central Administration Operations Application Management

Slide 13 WSS 3.0 Sharepoint Central Administration Operations Application Management Operations Configure Farm Services Single (Small Farm) or Web Server (Medium Farm) Sharepoint Search Services

Slide 14 WSS 3.0 Sharepoint Central Administration Operations Application Management

Slide 15 WSS 3.0 Sharepoint Central Administration Operations Application Management Create a web application for Shared Services Provider Create a web application for Project Web access Create a site collection for Project Web Access Create a shared services provider Provision Project Server to the farm and connect to the project server database

Slide 16 Secure Server Farm Topologies Edge Firewall Tri-homed Perimeter Back to back Perimeter Split back to back WSS 3.0 Application Server SQL Server Application Server ISA Internet Corporate Environment

Slide 17 Secure Server Farm Topologies Edge Firewall Tri-homed Perimeter Back to back Perimeter Split back to back WSS 3.0 Application Server SQL Server Application Server ISA Internet Corporate Environment

Slide 18 Secure Server Farm Topologies Edge Firewall Tri-homed Perimeter Back to back Perimeter Split back to back WSS 3.0 Application Server SQL Server Application Server ISA Internet Corporate Environment ISA

Slide 19 Secure Server Farm Topologies Edge Firewall Tri-homed Perimeter Back to back Perimeter Split back to back WSS 3.0 Application Server SQL Server Application Server ISA Internet Corporate Environment ISA

Slide 20 Post Installation Connect Project Professional to Project Server Connect to Project Web Access Configure OLAP Services and components

Slide 21 Microsoft EPM Solution 2007

Slide 22 Summary Preparing the EPM Environment Windows Server 2003 SQL Server 2005 and Analysis Services Installation of EPM 2007 Project Server 2007 WSS 3.0 Server Farm Setup and Secure Topologies Analysis Services Configuration Service Pack Applications

Slide 23 Questions and Answers