PWA Migration Questionnaire
Project Server Master Data Sheet
PWA Migration QuestionnaireQuestion list for gathering master
data from PWAThis document contains master data collection for any
project server 2010 instance. This list of question collected from
the environment will provide an idea about the basic
functionalities implemented in current pwa instance and doing
evaluation criteria.
Table of ContentsBasic Information(s)3Project Server 2010 Server
architecture3Project Server 2010 information on
Architecture4Project Server 2010 customization4Project Server 2010
Integration(s)4Project Server 2010 Backup & Restore
process5Third Party Add-in5
Basic Information(s)
1. Which version of Project Server is configured –
· PROJECT SERVER 2010 standard edition
· PROJECT SERVER 2010 Enterprise Edition
2. How many users are currently using project Server?
3. What is the current usage profile?
· Light,
· Typical,
· Heavy,
· Extreme.
Project Server 2010 Server architecture
1. What level of service packs and cumulative updates are
installed on the Project Server 2010 farm?
I. Do you have PROJECT SERVER 2010 SP1 installed?
2. Please provide details about current hardware configurations
for each server in the farm?
I. CPU,
II. # of processors, dual core vs. quad core
III. RAM
IV. Hard disk space
V. Networking capabilities
VI. Any Additional Hardware Configuration customized to the
environment
3. What version of Windows Server Infrastructure is running
Project Server 2010 environment?
I. 64-bit Windows 2008 Server,
II. 64-bit Windows 2008 Server R2
4. Is the current Project Server environment configured on a
single server or multiple server farms?
I. If it’s configured on a multi-server farm, please provide us
details:
· How many web front end servers are used?
· Is web front servers are Load balanced? If yes then is it
software or hardware Load Balanced?
· How many database servers are used?
· Is database servers are clustered? If yes then is it software
or hardware Load Balanced?
5. What version of SQL Server is used in the Project Server
environment?
I. SQL Server 2005,
II. SQL Server 2008,
III. SQL Server 2008 R2
6. If the department Project Server environment uses PROJECT
SERVER 2010, please provide details about Service Applications, My
sites, Profiles, Index, or Query servers (if applicable).
7. Is your Project Server environment deployed on virtual
servers?
· If yes, please provide details about
a. virtualization technologies,
b. host servers,
c. Virtual server details.
d. Please provide the virtual infrastructure diagram, if
available
8. Please provide details about your Project Server hosting
environment specific to
I. Active Directory,
II. Domain name,
III. Forest information.
Please provide the farm topology diagrams, if available –
Physical Diagram and Logical Diagram
Project Server 2010 information on Architecture
1. Please document the current
a. Site Navigation,
b. Sub Site Structure,
c. Site Map structure as an outline or Visio format.
2. What is the current size of the Project Server content
databases?
3. Please provide the name and size for each content
database.
4. How many sites or site collections or web applications are
running?
a. Please provide the number of sites,
b. URLs for each Site, and
c. (Any) DNS configurations used for each site.
5. Is your current Project Server environment using
Search? If yes, what kinds of search capabilities are
used?
a. Out of box search capabilities or third-party tools
b. Sources used in search environment – Project Server site,
file shares, or any other Non-Project Server environment
c. Search Index File Size
Project Server 2010 customization
1. Have you customized the Project Server 2010 environment using
the Project Server application interface (PSI)?
2. Have you customized the Project Server 2010 environment using
custom code? Do you have custom code available? Have you deployed
custom code using Solutions Packages and Features framework? Please
provide us details.
3. Does your Project Server environment have a customized look
and feel –Themes, Custom site logos? If yes, please provide
details?
4. Have you customized the Project Server environment using
custom code?
· Do you have custom code available?
· Have you deployed custom code using Solutions Packages and
Features framework? Please provide us details.
5. Have you deployed Custom Site Definitions in Project Server
2010 environment?
6. Does your Project Server environment contain custom web parts
or custom workflows or any custom components – Third party web
parts, .NET custom components? If yes, please provide
details.
7. Have you installed custom Templates in your environment?
8.
Project Server 2010 Integration(s)
1. Is your Project Server environment integrated with
Email? If yes, is it integrated with SMTP or Exchange?
2. Is your Project Server environment integrated with AD?
If yes, provide details about “How it is designed”!
3. Is your Project Server environment integrated with Microsoft
Outlook? If yes, what kinds of Outlook features are integrated with
the Project Server environment – e.g. Calendar, Task Lists, Contact
Lists, and Alerts etc.?
4. Is the current Project Server infrastructure integrated with
SSRS? If yes, what version of SQL Server SSRS is used – SQL Server
2005 or SQL Server 2008? How many reports are deployed in the
current SSRS infrastructure (# of reports)?
5. Is the current Project Server environment integrated with
Non-Project Server systems to present information in Project Server
lists (e.g. Line of Business (LOB) Applications, Business Data
Catalogs (BDC/ BCS) components)?
Project Server 2010 Backup & Restore process
1. What are the Recovery Point Objective (RPO) and Recovery Time
Objective (RTO) of the Project Server Environment?
2. Is this a Mission Critical System?
3. What kind of backup methodologies are used to backup Project
Server environment?
a. Farm Level backup,
b. Site Collection Backup,
c. Data Protection Manager,
d. third-party/ISV tools
4. How often do you backup your Project Server environment?
5. Have you ever restored the farm from the backups?
a. Do you have formal recovery farm?
6. What kind of backup methodologies are used for Server
backups? Are you backing up on Tapes?
Third Party Add-in
1. Are there any third party tools using in project server 2010?
If yes, what are they and use of those tools?
PWA Server Settings catalogue and data (provide spread sheet)1.
Security
a. User Set Up and volume.
b. Security Groups
c. Security Categories
d. Security template.
e. Global Permission for PWA.
2. Enterprise data
a. Custom Fields & Lookup
b. Enterprise Global
c. Enterprise calendar
3. Database Administration
a. Daily Schedule Backup
b. OLAP db management.
4. Look & Feel
a. Views.
b. Grouping format (if specific)
c. Quick Launch
5. Time & Task management
a. Fiscal Period format.
b. Time Reporting period
c. Line classification.
d. Timesheet setting(s) & defaults
e. Admin time.
f. Task setting and display.
6. Queue Setup
a. Queue Settings.
7. Operational Policies
a. Alerts & Reminders
b. Additional server settings.
c. AD Res pool sync (if in place)
d. Project Site provisional settings.
8. Workflow & PDP
a. Enterprise project Type(s)
b. Workflow Phases.
c. Workflow stages.
d. Project Detail Pages.
e. Project Workflow settings.
Inside PWA
1. Number of projects
2. Number of Active project(s)
3. Number of closed project(s)
a. DO you plan do take closed project too!
4.
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