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IBP303 . Deploying EPM 2007 Solution into an Existing MOSS environment. Emmanuel P. Fadullon Jean-Noël Lienhart Microsoft Services – WW COE EPM. Abstract.

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deploying epm 2007 solution into an existing moss environment


Deploying EPM 2007 Solution into an Existing MOSS environment

Emmanuel P. Fadullon

Jean-Noël Lienhart

Microsoft Services – WW COE EPM

  • EPM solution 2007 is a very unique form of WSS V3. This session will provide you with best practices learned from field deployments which you will want to keep in mind when deploying EPM 2007 into an existing MOSS farm.
  • Overview
  • Key Architectural Considerations
    • Architecture
    • Implementation
    • Hosting
    • Authentication/Authorization
  • DEMO – Project Server on MOSS
  • Deployment and Operational Considerations
    • Installation
    • Licensing
    • Workspaces
    • Maintenance and Disaster Recovery
    • Admin Roles
    • Performance Lab
    • Supportability
  • Resources
  • Learn about EPM solution and deployment considerations
  • Learn about EPM on MOSS licensing and operational considerations
  • Learn about EPM performance considerations
overview wss v3
OverviewWSS v3

Core Services




Rights\RolesPluggable Auth.Per ItemRights Trimming




Config. Mgmt.Farm ServicesFeature PolicyExtranet

Site Model

RenderingTemplatesNavigationVisual Blueprint


Fields\Forms OM and SOAPEventsDeployment

Web Parts | Personalization | Master Pages | Provider Framework (Navigation, Security…)

Database services

Search services

Workflow services

Operating System Services

overview epm with wssv3
OverviewEPM with WSSv3
  • Demand Mgt
  • Capture proposals
  • Business case development
  • Activity & maintenance
  • 3rd party integration
  • Initiation workflow
  • Portfolio Selection
  • Strategy prioritization
  • Project Prioritization
  • Portfolio Optimization
  • Advanced Portfolio Analytics
  • Resource Mgt
  • Skill & named resources
  • Resource pools
  • Capacity planning
  • Capture resource requirements
  • Search for resources, availability, skills
  • Scheduling
  • Macro + detailed level
  • Full project scheduling
  • Dependency management
  • Budget vs. Actual vs. Forecast
  • Time Tracking
  • Time sheets
  • Outlook integration
  • Capture non project time
  • Financial Period
  • Closing Process
  • Financial Mgt
  • Cost resources
  • Budgeting
  • Cost hierarchy
  • Budget vs. Actual vs. Forecast
  • Capture benefits
  • Change request
  • Governance
  • Best practices & methodology
  • Templates to standardize data/metrics
  • Governance models
  • Customizable detailed workflow
  • Reporting
  • Report template
  • KPIs
  • Dashboards
  • Scorecards
  • Workspaces
  • Extensibility
  • SDK
  • Web Services
  • Line of Business Integration
  • Reporting Services
  • Excel Services
  • Performance Point
  • Collaboration
  • Workspaces
  • Document management
  • Notification + Alerts
  • Issues and risk management (list)
  • Workflows

Core Services

Web Parts | Personalization | Master Pages | Provider Framework (Navigation, Security…)

Database services

Search services

Workflow services

Operating System Services

overview epm with moss wssv3
OverviewEPM with MOSS/WSSv3


Portfolio Selection

Resource Mgt


Time Tracking




IBP208: Why customers are deploying SharePoint Server in conjunction with Project Server 2007 for effective project management and collaboration?




People Finding

Social Networking



Site Directory


DiscussionsCalendarsE-MailPresenceProject MgtOffline

Content Mgt

AuthoringApprovalWeb PublishingPolicy & AuditingRights MgtRetentionMulti-LingualStaging


IndexingRelevanceMetadataAlertsCustomizable UX


Rich\Web FormsBiz Data CatalogData in ListsLOB ActionsSingle Sign-OnBizTalk Integ.


Excel ServicesReport Center

KPIsDashboardsSQL RS\AS Integ.

Data Con. Library

Core Services

Web Parts | Personalization | Master Pages | Provider Framework (Navigation, Security…)

Workflow services

Database services

Search services

Operating System Services

cpic capital planning investment control for federal government
CPICCapital Planning & Investment Control for Federal Government
  • Gather accurate investment data
  • Consolidate agency data
  • Provide a portfolio level with drill down to project level
  • Reduce if not eliminate additional tool procurement
  • Regulatory challenges:
    • The Federal Acquisition Streamlining Act of 1994 (FASA), Title V, requires agencies to define cost, schedule, and performance goals for federal acquisition programs (including IT projects) and monitor these programs to ensure that they remain within prescribed limits
    • The Government Performance and Results Act of 1995 requires federal agencies to set goals, measure performance, and report their accomplishments
    • The Paperwork Reduction Act of 1995 requires federal agencies to use information resources to improve efficiency and effectiveness of operations
    • The Clinger-Cohen Act of 1996 requires federal agencies to focus on the results they are achieving through IT investments

Project Workspaces

hosting considerations
  • In-hosting
    • Easy to set up and manage
    • Uses same Web Content Application - application pool
    • Same SSP, same Config DB, but separate databases
    • Same SSP – single app pool credentials can see data for all instances
    • Same SSP admin, must be trusted by all organizations using the SSP
    • Application pool crashes affects all organizations using the SSP
  • Out-hosting
    • Repeat SSP instance provisioning
    • Separate, isolated instances
    • Multiple SSPs, separate ports
    • Different app pools, different credentials
    • One app pool crash affects one instance
    • Separate perf throttling
    • Same Config DB
    • Performance could start degrading faster due to several app pools
authentication authorization
Authentication & Authorization
  • Windows Authentication
    • Single logon account
    • Seamless experience across all Project Server components
  • WSS Forms Authentication (Project Server user)
    • WSS provides logon page
    • Allows users to access Project Server from Extranet or without Windows accounts
  • WSS does Authentication
    • Project Server user needs logon permissions in WSS Content Database and Workspaces
  • Project Server does Authorization
    • Project Server user needs logon permissions in Project Server database
  • Pre-requisites
    • .Net 3.0, .Net 2.0, SQL Server Surface Area Configuration
  • Install binaries
    • MOSS on first server
    • Project Server on same server
    • Run the SharePoint Products and Technologies Configuration Wizard
    • Add servers to farm as needed (Repeat MOSS, PS, Wizard)
  • Configure services
    • Start Project Server application service
    • Start Office SharePoint Server Search Service
    • Create Web applications
    • Create SSP
    • Provision Project Server sites
  • Details
  • Same SharePoint Products and Technologies installed
    • Cannot add Project Server only to MOSS farm
    • Must install Project Server and MOSS
    • Secure by reducing attack surface area -- turn off services on particular servers
  • Server and Client licenses
    • Project Professional
    • Project Server
    • Project Web Access CAL
    • MOSS
    • SQL Server
    • Windows
    • Exchange Server
    • Outlook


  • Users are created
    • Users are granted access to PWA
    • Users are added to project team (do not have to be assigned a task)
  • On publish
    • A plan is published
    • The Project Workspace (PWS) is created
    • Roles/Users added to the PWS

Content Web App







Project Server Interface

maintenance and disaster recovery
Administrative backup

Settings backup

Recycle Bin


Maintenance and Disaster Recovery


Content Recovery

Disaster Recovery

  • SharePoint Backup/Restore
  • SQL-Only
  • DPM 2007
  • 3rd Party Tools
  • Database Mirroring
  • Log-Shipping
  • SQL Clustering

Which combination of tools is right for your environment?

Once a DRP has been implemented it is IMPERATIVE to test it regularly !!!

admin roles
Admin Roles

Admin Pro

IT Pro


Project Users

it pro role
IT Pro Role
  • Farm Administrator
  • Responsible for
    • Setup and Configuration of Farm
    • Installation of Project Server
    • Project Web Servers
    • Project App (PSI / Queue) Servers
    • SQL Server 2005
      • SQL Database Server
      • SQL Reporting Services
      • Analysis Services
    • Custom External Interfaces
      • Installation and Configuration
admin pro role
Admin Pro Role
  • Shared Services Administrator
  • Responsible for
    • Administrative control at SSP level
    • Manage Configurations within
      • SSP Page
        • Backup and Restore
        • Provisioning Sites
      • PWA Admin Settings Page
        • Enterprise Objects, Queue, Cube Building, ADSync
    • Assist PMO Pro with functional setup and maintenance of project management features
pmo pro role
PMO Pro Role
  • Project Server Administrator
  • Responsible for
    • Managing features and functionality
    • Manage Configurations within
      • PWA Admin Settings Page
        • Views, Groups, Categories, Custom Fields, Calendars
      • Project Professional
performance lab customer statistics
Performance LabCustomer Statistics
  • Mon and Tue - ~50% of users; project updates, review tasks (9 – 11 AM)
  • Fri - ~90% of users; task update submit, logoff (4 – 5 PM)
  • IIS Web Logs/Page Hits – 77% My Tasks, 44% Home
performance lab pwa concurrency
Performance LabPWA Concurrency
  • Focus on My Tasks
  • Peak throughput should support less trafficked PWA pages
  • User Concurrency (UC) Calculation
    • User Load/Min = Total Users/(#Hrs*60)
performance lab pwa test pattern
Performance LabPWA Test Pattern
  • Test 1 - Load My Tasks
  • Test 2 - Load Home, My Tasks, Logoff
  • Test 3 - Load Home, Project Center, Project View, My Tasks
    • Over 6-hour duration
    • Step 10 users every half-minute to expected usage concurrency
  • Test 4 - Constant Load Home, Project Center, Project View, My Tasks
    • 4-hour duration
    • 40 users
  • Measurements: CPU, RAM, RPS, Avg. Test Time, Avg. Page Time
performance lab q drain test pattern
Performance LabQ Drain Test Pattern
  • Freshness of Data dictated by how quickly save/publish jobs are completed by the Queue service
  • Test 1 - No Load Test (Benchmark)
    • Increment Queue Threads
  • Test 2: Load Test
    • 40 users on Fri PM test pattern
performance lab test 4 constant load h pc pv mt
Performance Lab Test 4 – Constant Load (H,PC,PV,MT)


1 x 4 CPU


WFE = 1 x 2 CPU

PSI = 1 x 4 CPU

SQL = 1 x 4 CPU


WFE = 1 x 4 CPU

PSI = 1 x 2 CPU

SQL = 1 x 4 CPU


WFE = 2 x 4 CPU

PSI = 2 x 2 CPU

SQL = 1 x 4 CPU


2750 users

400 projects

RTM Build

performance lab q drain test pattern1
Performance Lab Q Drain Test Pattern

WFE = 2 x 4 CPU

PSI = 2 x 2 CPU

SQL = 1 x 4 CPU

performance lab observations
Performance Lab Observations
  • Project Server does not scale linearly
  • Adding hardware scales to a point
  • Given adequate WFE/PSI hardware, the Data Access Layer (DAL) appears to be the main bottleneck
  • WFE processing is substantial relative to P11
    • Web page/web part rendering
    • User session state management
    • Highest trafficked pages (e.g. Project Center, My Tasks)
performance lab observations1
Performance Lab Observations
  • Calls to Home, Project Center and Project View quickly increase PSI CPU utilization
  • WFE and PSI on same server increases system resource contention
  • Optimizing the system requires data volume with all components in concert – WFE, PSI, Queue operations and SQL
  • Increasing queue threads and queue processing load decreases WFE performance (manifests “Page White Out” condition)
  • SP1
  • Post-SP1 Rollup Fixes
  • Apply WSS SP1 first, then MOSS SP1 (contains Project Server)
  • Why?
    • ~90 fixes in SP1
    • 30+ fixes in Rollup
    • Cumulative
    • No dependencies between Project Professional and Project Server
  • Lookup table and custom fields
  • Active cache
  • Queue
  • Timesheet and statusing
  • Performance
  • Stability
    • KB 942386 – Project 2007 fixes
    • KB 942387 – Project Server 2007 fixes
    • KB 942388 – WSSv3 fixes
    • KB 942390 – OSS 2007 fixes
    • KB 942722 – PPS 2007 fixes
post sp1 rollup
Post-SP1 Rollup
  • KB articles
    • KB 941657 – Project 2007 fixes
    • KB 941426 – Project Server 2007 fixes
    • KB 942679 – Project 2007 localization fixes
    • KB 941422 – WSSv3 fixes
    • KB 941274 – MOSS 2007 fixes
  • Project Server 2007 Planning, Architecture, Deployment and Operations
  • Project 2007 Software Development Kit
    • Sample Code (e.g. Impersonation, ProjTool)
    • RDB and OLAP schema
    • SSRS Report Pack
  • Project 2007 Project Resource Kit
    • Portfolio Analyzer Views Migration
    • Project Server Settings Backup and Restore (Playbooks)
    • Project Server Data Populator
    • Project Workspace Site Relinker
    • View Effective Rights
  • Project 2007 Codeplex Code
    • Project Server 2007 Timesheet Tied-Mode Service and Event Handler
    • Project Server 2007 Queue Watch Tool
    • Project Server 2007 Log File Report Tool
    • Project Server 2007 VSTS Connector
  • Project Product Team blogs
    • Changing Status Manager
    • Cost and Budget Resources
  • IBP208: Why customers are deploying SharePoint Server in conjunction with Project Server 2007 for effective project management and collaboration?


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© 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.