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EPM 2007
Implementation and Upgrade Tips Summary
June 18th, 2008
Brendan Giles , PMP, MCP
Slide Slide 22
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 Slide 33
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 Slide 44
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 Microsoft Office Sharepoint Server
Slide Slide 55
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 Slide 66
.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 v2.0.50727 to “Allow” Command line option \windir\Microsoft.net\
framework\v2.0.50727\asp_regiss.exe –i -enable
.NET Framework 3.0
ASP.NET 2.0
Slide Slide 77
Windows Workflow Foundation
Used for Workflow execution Can be used in conjunction with Infopath for
forms creation
Windows Workflow Foundation
Slide Slide 88
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 Slide 99
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 Slide 1010
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 Slide 1111
WSS 3.0Sharepoint 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 Slide 1212
WSS 3.0
Sharepoint Central Administration Operations Application Management
Slide Slide 1313
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 Slide 1414
WSS 3.0
Sharepoint Central Administration Operations Application Management
Slide Slide 1515
WSS 3.0
Sharepoint Central Administration Operations Application Management
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 Slide 1616
Secure Server Farm Topologies
Edge Firewall Tri-homed Perimeter Back to back Perimeter Split back to back
WSS 3.0WSS 3.0 Application ServerApplication Server
SQL ServerSQL Server
Application ServerApplication Server
ISAISA
InternetInternet
Corporate Environment
Slide Slide 1717
Secure Server Farm Topologies
Edge Firewall
Tri-homed Perimeter Back to back Perimeter Split back to back
WSS 3.0WSS 3.0 Application ServerApplication Server
SQL ServerSQL Server
Application ServerApplication Server
ISAISA
InternetInternet
Corporate Environment
Slide Slide 1818
Secure Server Farm Topologies
Edge Firewall Tri-homed Perimeter
Back to back Perimeter
Split back to back
WSS 3.0WSS 3.0Application ServerApplication Server
SQL ServerSQL Server Application ServerApplication Server
ISAISA
InternetInternet
Corporate Environment
ISAISA
Slide Slide 1919
Secure Server Farm Topologies
Edge Firewall Tri-homed Perimeter Back to back Perimeter
Split back to back
WSS 3.0WSS 3.0
Application ServerApplication Server
SQL ServerSQL Server
Application ServerApplication Server
ISAISA
InternetInternet
Corporate Environment
ISAISA
Slide Slide 2020
Post Installation
Connect Project Professional to Project Server
Connect to Project Web Access Configure OLAP Services and
components
Slide Slide 2121
Microsoft EPM Solution 2007
Slide Slide 2222
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 Slide 2323
Questions and Answers