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SESSION CODE: OFS310. Brian Farnhill Solutions Architect Extelligent Design blog.brianfarnhill.com Alexander Burton Senior Consultant OBS www.epmsource.com. THE SHAREPOINT DEVELOPERS GUIDE TO PROJECT SERVER. “It’s only a Service Application”. Agenda.

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The sharepoint developers guide to project server

SESSION CODE: OFS310

Brian Farnhill

Solutions Architect Extelligent Design

blog.brianfarnhill.com

Alexander Burton

Senior Consultant OBS

www.epmsource.com

THE SHAREPOINT DEVELOPERS GUIDE TO PROJECT SERVER

(c) 2011 Microsoft. All rights reserved.


“It’s only a Service Application”

(c) 2011 Microsoft. All rights reserved.


Agenda
Agenda

  • An introduction to Project Server Development

  • Three common customisationscenarios

  • Questions and Answers

  • Call to Action & Resources

(c) 2011 Microsoft. All rights reserved.


What is project server
What is Project Server?

Synch to SharePoint

Sites

Demand Management

Composites

Communities

BI & Reporting

Portfolio Selection

Insights

Content

Project Team Collaboration

Resource Management

Search

The Business Collaboration Platform for the Enterprise and the Web

Schedule Management

(c) 2011 Microsoft. All rights reserved.


Project server architecture
Project Server Architecture

Project Professional

3rd Party Application

IE

SPF and SPS

WCF Forwarder

Web Service

Forwarder

Project Web Application

3rd Party Application

WFE

WCF Service

Web Services

SPF and SPS

App Server

Events

Queue

Business Objects

Data Access Layer (DAL)

Draft

Published

Reporting

Archive

Content

Config

MS SQL

(c) 2011 Microsoft. All rights reserved.

(c) 2011 Microsoft. All rights reserved.


What to tell the developers
What to tell the developers

  • Project Server is built on SharePoint, so a lot of the same rules apply

  • The Project Server SDK is your new best friend

  • Understand when to build and when to customise

(c) 2011 Microsoft. All rights reserved.


Sharepoint vs project server
SharePoint vs Project Server

(c) 2011 Microsoft. All rights reserved.


Building demand management workflows

Common Customisation Scenarios

BUILDING DEMAND MANAGEMENT WORKFLOWS

(c) 2011 Microsoft. All rights reserved.


Demand management in project server
Demand Management in Project Server

Phases

Stages

Workflow

PDP


Project server workflows
Project Server workflows

  • Built on top of SharePoint Workflow

  • Developed in Visual Studio 2010

  • Deeply tied with Project Server Configuration

  • Associated with a Enterprise Project Type

(c) 2011 Microsoft. All rights reserved.


Propose a Project Idea

Does the Project require funding?

Team Lead Approval

Yes

Rejected

Approved

No

Project Approved

Project Cancelled

(c) 2011 Microsoft. All rights reserved.


Demonstration

Workflow with Visual Studio 2010

Demonstration

(c) 2011 Microsoft. All rights reserved.


Workflow considerations
Workflow considerations

  • Project Server allows workflows to be restarted

    • Need to consider coding ‘Skip to Stage’ logic

  • Must keep workflow and PS configuration in sync

    • Playbooks (Project Resource Kit)

    • DM Import / Export Solution Starter

  • Third Party solutions exist

  • Leverage the solution starters if you can

    • Dynamic Workflow

    • Morphing Workflow

    • Visualisation

(c) 2011 Microsoft. All rights reserved.


Leveraging the project server interface

Common Customisation Scenarios

Leveraging the Project Server Interface

(c) 2011 Microsoft. All rights reserved.


PSI

Driver

Admin

Object Link Provider

WSS Interop

Archive

Project

Portfolio Analysis

Calendar

Queue

Workflow

Cube Admin

Resource

Custom Fields

Resource Plan

Events

Security

Lookup Table

Statusing

Notifications

Timesheet

(c) 2011 Microsoft. All rights reserved.


Interfaces to the psi
Interfaces to the PSI

  • Two interfaces – ASMX web services and WCF Services

  • ASMX behave similarly to Project Server 2007

    • Must specify ?wsdl when adding reference

    • References must be made through the web app URL

    • Can’t use localhost as the URL

  • Project Professional and PWA use WCF

  • WCF is recommended for new applications

  • Object models are identical

(c) 2011 Microsoft. All rights reserved.


Working with the psi
Working with the PSI

  • Services exist within the SharePoint Web Services application (because it’s just a service app!)

  • These can not be called directly because of the claims-based authentication and custom WCF bindings on the web app

  • Project Server provides a router service through the main PWA web app to set as an end point

(c) 2011 Microsoft. All rights reserved.


Common scenarios for psi use
Common scenarios for PSI use

  • Pulling data from the reporting database

  • Consolidating PSI calls

  • Transforming data to pass to a third party app

  • Extending LOB systems with Project Server data

(c) 2011 Microsoft. All rights reserved.


Demonstration1

Leveraging the Project Server Interface

Demonstration

(c) 2011 Microsoft. All rights reserved.


Project server interface considerations
Project Server Interface Considerations

  • Love thy SDK and the great example code in it

  • Remember to take the queue into account

  • Plan use of the PSI carefully to avoid adding performance overheads to your servers

(c) 2011 Microsoft. All rights reserved.


Project workspaces

Common Customisation Scenarios

Project Workspaces

(c) 2011 Microsoft. All rights reserved.


Project workspaces1
Project workspaces

(c) 2011 Microsoft. All rights reserved.


Customising workspaces
Customising workspaces

  • Workspaces are just SharePoint site templates

  • Inherit from the PWS site definition

  • Site templates can be saved through the UI or hand crafted in Visual Studio

  • Custom features can be added to templates to build in additional functionality to workspaces

(c) 2011 Microsoft. All rights reserved.


Demonstration2

Workspace customisation

demonstration

(c) 2011 Microsoft. All rights reserved.


Workspace considerations
Workspace considerations

  • Workspaces are based on a template

    • Limitations, such a web part connections will exist

  • Risk and Issue Lists

    • Don’t delete items

    • Don’t change choice field values

    • Instead override the content types

    • Leverage calculated fields

  • Bulk Update Project Sites is your friend

(c) 2011 Microsoft. All rights reserved.


To review
To review….

  • Many similarities

  • Three common customisation scenarios

    • Workflow

    • PSI

    • Workspaces

  • But where to next?

(c) 2011 Microsoft. All rights reserved.


Question answer session
Question & Answer Session

(c) 2011 Microsoft. All rights reserved.


Call to action
Call to action

  • Install the SDK

    • http://bit.ly/PS2010SDK

  • Review the Developer Curriculum

    • http://bit.ly/PSDevCur

  • Evaluate Project Server 2010

    • http://bit.ly/PSEval

(c) 2011 Microsoft. All rights reserved.


“It’s only a Service Application”

(c) 2011 Microsoft. All rights reserved.


Development resources
Development Resources

  • Getting started with development for Project 2010 http://msdn.microsoft.com/en-us/library/gg607685.aspx

  • Project Server 2010 Programming Tasks http://msdn.microsoft.com/en-us/library/ee767703.aspx

  • Developing Project Server Workflows http://msdn.microsoft.com/en-us/library/ee767694.aspx

  • PSI Reference http://msdn.microsoft.com/en-us/library/ms488627.aspx

  • Project 2010 SDK http://msdn.microsoft.com/en-us/library/ms512767.aspx

  • Project 2010 Resource Kit http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=22810

  • Project Server 2010 Solution Starters http://archive.msdn.microsoft.com/P2010SolutionStarter

  • Project 2010 Customisation and Programming Forum http://social.msdn.microsoft.com/Forums/en-US/project2010custprog/

(c) 2011 Microsoft. All rights reserved.


Key Project Resources http://www.microsoft.com/project


Content slide
Content Slide

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    © 2010 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.

    (c) 2011 Microsoft. All rights reserved.


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