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This white paper is designed for enterprise project management system administrators and solution testers as a guide for testing the functionality of a newly deployed Microsoft Project Server 2010 instance.
This guide walks through the various functionalities found in the Server Settings page, plus initial testing to connect and check server communications with the Microsoft Project Professional 2010 client application.
Table of Contents Getting started with your Project Server Deployment ......................................................................... 5 Initial use setup ................................................................................................................................ 5 Check access to Project Web App 2010 ........................................................................................ 5 Check connectivity between Project Web App and Project Professional 2010 ................................ 5 Check that you can create a new project schedule, save the project to the server, and publish it to Project Server ............................................................................................................................... 6 Check that your e-mail address is completed so that you can get notifications............................ 7 Testing administrative task functionality ............................................................................................ 8 Security......................................................................................................................................... 8 Configure users ......................................................................................................................... 8 Configure groups ....................................................................................................................... 9 Configure categories................................................................................................................ 10 Configure security templates .................................................................................................... 11 Configure Project Web App permissions .................................................................................. 11 Enterprise data............................................................................................................................ 12 Configure Enterprise Custom Field definition............................................................................ 12 Configure Enterprise Global ..................................................................................................... 13 Configure Enterprise Calendars ............................................................................................... 14 View the Resource Center ....................................................................................................... 15 View "About Project Server" ..................................................................................................... 16 Database administration.............................................................................................................. 16 Delete Enterprise Objects ........................................................................................................ 16 Force check-in Enterprise Objects ........................................................................................... 17 Daily schedule backup ............................................................................................................. 18 Administrative backup .............................................................................................................. 18 Administrative Restore ............................................................................................................. 19 OLAP database build settings .................................................................................................. 21 Look and feel .............................................................................................................................. 22 Manage views.......................................................................................................................... 22 Grouping formats ..................................................................................................................... 23 Gantt chart formats .................................................................................................................. 24 Quick Launch .......................................................................................................................... 24 Time and task management ........................................................................................................ 25 Configure fiscal periods ........................................................................................................... 25 Configure time reporting periods .............................................................................................. 26 Timesheet adjustment.............................................................................................................. 27 Configure line classifications .................................................................................................... 28 Timesheet settings and defaults [complex] ............................................................................... 29 Configure administrative time ................................................................................................... 35
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Task settings and display ......................................................................................................... 35 Close tasks to update .............................................................................................................. 37 Queue ......................................................................................................................................... 38 Manage queue......................................................................................................................... 38 Queue settings ........................................................................................................................ 39 Operational policies..................................................................................................................... 43 Alerts and reminders................................................................................................................ 43 Additional server settings ......................................................................................................... 43 Server-side event handler configuration ................................................................................... 44 Active Directory resource pool synchronization ........................................................................ 45 Active Directory Resource Pool Synchronization ...................................................................... 45 Project sites ............................................................................................................................. 47 Project site provisioning settings .............................................................................................. 48 Bulk update project sites .......................................................................................................... 49 Workflow and Project Detail pages .............................................................................................. 50 Enterprise Project Types .......................................................................................................... 50
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Check connectivity between Project Web App and Project Professional 2010
Overview: In order to work with Microsoft Project Server 2010 from Microsoft Project Professional you have to configure your Project Server accounts. Prerequisites: None Test Step 1. Open Project Professional 2010 2. 3. 4. 5. 6. 7. 8. 9. 10. 11.
Click File / Info and then Manage Accounts. Opens the Project Server accounts pane. Click Add. Enter your account name. Enter Project Web Server URL same as the http://ServerName/PWA/ PWA URL. Select use Windows account. Click set as default account Click OK. Click OK. Close Project Professional. Re-open Project Professional. Project Professional should login
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to Project Server by using the new account you have configured. 12. To confirm the connection: Click File Open. List of projects on the server should appear.
Check that you can create a new project schedule, save the project to the server, and publish it to Project Server
Overview: Creating new projects, saving the projects to the server, and publishing the projects to the server is basic to the test scenarios in this document. This test ensures that you are able to perform some of the core actions. Prerequisites: Security permissions to Project Server to save new projects. Test Step Expected / Desired Results 1. Open Project Professional 2010. 2. 3. 4. 5. Click File / New and then Project Server Templates. Select a template (example: Infrastructure Deployment) and click OK. Click File/Save As. Important: Prefix the name of the project with your name: Example: RobHoo_Engineering_01 Enter the name of your project and then click Save. Templates pane should appear. Template selected should load in Project Professional. "Save to Project Server" dialog box appears Project will be saved to the server OR The system may prompt you with the Enterprise Standard Calendar dialog Click yes if you accept the changes. The system will save the project to the server. Cache Status dialog box will appear with a list of projects.
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Important: Project Professional saves the project to a local cache the cache then synchronizes with Project Server after the change. To view the cache status: Click Tools, local Project Cache/View Status
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Click File Publish this will send the request The project will be published to to publish assignment, sync the Published the server. database and Reporting database. You can add a new column, Publish, that governs (at the task level) whether team members assigned to the task will see it under their statusing area. You may be asked to create a new PWA site for this project.
Check that your e-mail address is completed so that you can get notifications
Overview: When the Enterprise resource pool was migrated, all the e-mail addresses were cleared. This was done to ensure that team members would not get notifications when projects are published. Updating the e-mail address also allows you to see where the administrator configures these settings. Pre-requisites: Security permissions in order to edit users details Test Step 1. 2. 3. 4. 5. 6. 7. 8. Open Project Web App. Click Server Settings on the left column under Settings. Click Manage users. Enter your name in the Search box and then click the search button. Click your user name. Complete the identification information : E-mail address Click the Save button. In the lab: assign yourself to a project task to check that you get the notifications.
Expected / Desired Results Project Web App will load. Server Settings page appears. List of users appears. List of users should appear based on the search criteria. Page will display your details in edit mode. Identification information should be completed. E-mail address and other fields that have change will be updated.
Important Mark the User can be assigned This setting will ensure that the resource as a resource check box. account is created when the user account is created. Complete the identification information : Display name [required field] E-mail address RBS [Resource Breakdown Structure] Initials Hyperlink name Hyperlink URL Identification information should be completed.
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7. 8.
Complete the user authentication information. Authentication information should be completed. Complete the assignment attribute information: Check/Uncheck resource can be levelled. Base Calendar Default booking type [example: Can set all resources to default to the proposed booking type.] Timesheet manager [Person who approves timesheets example: Could be team lead] Check/Uncheck Synchronize Tasks in Exchange Server Details information. Select the Department: Click the button to select the resource Assignment attribute information should be completed.
9. 10.
Will synchronize project tasks with the resources tasks in Exchange Server mailbox. Selected Resource Department will appear in the text box.
department. 11. Enter Resource Custom Fields: Select Yes/No on used for placeholder capacity. Complete the security groups. Complete the security categories. Make sure you complete the permissions for the users for the specific category. Complete the Group fields: - Group - Code - Cost Center - Cost Type Complete the team details - Team Assignment Pool - Team Name Selected custom field will appear in the text box.
12. 13.
Groups selected should show in the right hand box. Categories should be added to the Categories box with the related permissions.
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Configure groups
Overview: When the data is migrated the existing Project Server groups will be created in Project Server 2010. This test scenario allows the administrator to do the following important tasks: a. Check that the existing groups have been created. [All groups must be checked] b. Check what new features have been added to the groups. [Example: New security features] Pre-requisites: Must have security permissions to administer project server groups. Test Step Expected / Desired Results Actual Results (If deviation) 1. Open Project Web App. Project Web App will load. 2. 3. 4. 5. 6. 7. 8. Click Server Settings. Click Manage Groups. [Located under the security section] Click one of the groups. Check that all the fields for the group are populated. Check that Group information is correct. Check that the correct users belong to the group. Check that the correct security categories belong to the group. Server settings page appears. List of Groups displays Details of groups will be displayed Group information should confirmed as correct Group information should confirmed as correct Users should be confirmed as correct Security categories should be confirmed as correct
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Check that the Global Permissions are correct. IMPORTANT: Take note of all the new permissions. Example: New Section on Time & Task Management. Click the Save button.
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Changes to the group should be updated to the server open the group again to confirm that you are satisfied with the changes.
Configure categories
Overview: When the data is migrated, the existing Project Server categories will be created in Project Server 2010. This test scenario allows the administrator to do the following important tasks: c. Check that the existing categories have been created. [All categories must be checked] d. Check what new features have been added to the categories. [Example: New security features] Pre-requisites: Must have security App administer project server Categories. Test Step Expected / Desired Results Actual Results (If deviation) 1. Open Project Web App. Project Web App will load. 2. 3. 4. 5. 6. Click Server Settings. Click Manage Categories. [Located under the security section] Click one of the categories. Check the name and description are correct. Check the users and groups that belong to the category are correct. NOTE: * indicates that it is a group. Check the projects that belong to the group. Take note of any changes in the security permissions for the project. Check the resources that belong to the group are correct. Check the resource security permissions. Take note of the new security permissions. Server settings page appears. List of Categories will be displayed. Details of Categories will be displayed. Name and description should be confirmed as correct. Users and groups that belong to the category should be confirmed as correct. Projects that belong to the category should be confirmed as correct.
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Resources that belong to the category should be confirmed as correct. Resource security permissions should be confirmed as correct.
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4. 5.
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Check the global permissions Take note of the new permissions: Example: Manage Timesheet and Financial Periods. Click Save.
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Expected / Desired Results Project Web App will load. Server settings page appears.
Click Project Web App Permissions. Project Web App Permissions page will [Located under the Security section] appear. Confirm that the PWA permissions migrated correctly. Take note of the new permissions in the server. Click Save. Changes will be saved to the server.
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Enterprise data
Configure Enterprise Custom Field definition
Overview: The following standard custom fields cannot be deleted or renamed: Cost Type Health RBS State Team Name In this scenario we walk through the creation of a new custom field. Pre-requisites: Must have security permissions to administer Custom Field Definitions. Test Step Expected / Desired Results 1. Open Project Web App. Project Web App will load 2. 3. Click Server Settings. Click Enterprise Custom Field Definition. [Located under the Enterprise Data section] Click the new Field button. [Located under the Enterprise Custom Fields Section] Enter the name of the field.
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Server settings page appears. Enterprise Custom Field Definition page will appear. New Field Web Page will appear.
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Example: Project Sponsor 6. Enter the Entity or Type. Example: It is a project field of type text. Enter the Custom attributes. None. Radio button is selected. Example: We can link the field to a lookup table (which simulates a treeview/drop-down of the data) In this example we will create a text field only. Select Department to assign the custom field to a specific set of users in the selected department. Enter the values to display. Example: If you want the field to display a graphical indicator you can select the graphical indicator option. Select the Data option only 10. Check/uncheck whether the behavior will be controlled by workflow, and whether this field is required to have information. Click Save. Box is checked/unchecked. Radio button for No/Yes is selected. Field will be created. Department is displayed in the text box. Data option selected
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1. Open Project Web App. 2. Click Server Settings. 3. Click Enterprise Global. [Located under the Enterprise Data] 4. Click the Configure Project Professional button.
Results Project Web App will load. Server settings page appears.
Project Professional will be opened, enterprise global will automatically be checked out. Confirmed that the Specific Configurations are correct.
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5. 6. 7.
Enter a name for the new enterprise calendar. Click the Exceptions tab. IMPORTANT: If you define it and mark it as an exception, we indicate that it is a non-working day.
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Example : a Public Holiday Type in a name of the exception. Example: National Public Holiday 8. Enter the start date and end date of the exception. Example: Start: 2010/01/01 End: 2010/01/01 Click the Work Weeks tab. NOTE: Using this feature you can set the working and non-working time defaults. Click the Details tab. Details for the default will show.
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10. Select the days Sunday to Saturday 11. Click the Set days to these specific working times button. 12. Click the OK button. 13. Click the OK button. 14. Click the Save button in Project Professional to save the details to the server.
Days will be selected. Input the from & to times. Dialog box will close. Working times dialog box will close. Calendar details will be saved to the server.
Expected / Desired Results Project Web App will load. Server settings page appears. Resource Center page will appear. The number of resources is confirmed as correct.
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Database administration
Delete Enterprise Objects
Overview: This page allows the administrator to delete: Projects, proposals, and activities Resources and users Status Report responses Timesheets There are four databases in Project Server 2010: Draft: when opening/saving projects from Project Professional it is done to/from the Draft database Published: When the publish option is selected in Project Professional the data gets saved in the Published database. Reporting: When published a copy of the data is stored in the Reporting database all reports run from the reporting database Archive: When projects are archived they are stored in the Archive database In this scenario we delete a project From the Draft database and its associated SharePoint site. Pre-requisites: None Test Step Expected / Desired Actual Results (If deviation) Results 1. Open Project Web App. Project Web App will load.
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2. 3.
Click Server Settings. Click Delete enterprise objects. [Located under the Database Administration section] Click Projects.
Server settings page appears. Delete enterprise objects page appears. List of projects will appear in the grid below.
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5. 6.
Check: Delete the associated SharePoint Foundation Sites option. Select the projects you would like to delete from the grid below. NOTE : You are able to select Multiple projects for delete Click the Delete button. List of projects will be deleted.
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4. 5.
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4. 5. 6. 7.
Administrative backup
Overview: Item-level backup is designed to work with, not instead of, SQL Server database backups. The following items can be backed up: Projects Enterprise Resource Pool and Calendars
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Enterprise Custom Fields Enterprise Global View Definitions System Settings Category and Group settings Pre-requisites: None Test Step 1. Open Project Web App. 2. Click Server Settings. 3. Click Administrative Backup. [Located under the Database Administration] 4. Select the object you would like to back up. In this example we will back up projects. Check Projects 5. Click the Backup button.
Expected / Desired Results Project Web App will load. Server settings page appears. Backup web page will appear.
Request will be sent to the queue for processing. Queue should display details of the backup request.
Administrative Restore
Overview: Restore individual item-level objects stored in your archive database. Pre-requisites: None Test Step Expected / Desired Results 1. Open Project Web App. Project Web App will load. 2. 3. Click Server Settings. Click Administrative Restore [Located under the Database Administration] Select the item type you would like to restore. Click the item and then click the Restore button. Server settings page appears. Restore Web Page will appear. List of objects will refresh based on the item type selected. The system will send the item to the queue
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to be restored.
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Expected / Desired Results Project Web App will load. Server settings page appears. OLAP Database Management page will appear. OLAP Database Build Settings page will appear.
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Enter Analysis Services Server and the Analysis Services database to be created. Enter the Project Department for the OLAP database. Enter the Resource Department to be used for the OLAP database. In Database Date Range settings select the Use the fixed date range specified below: Select the start date: 1/1/2009 Select the end date: 12/31/2009 In the OLAP Database Update Frequency section: Do not select the update periodically option. The reason is this: In this example we only want to build the 2009 OLAP database once there is no need to rebuild it periodically as it is in the past. Immediately retry the cube update if scheduled time fails because of queue down time. You return to the OLAP Database Management
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6. 7. 8.
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page with the newly created OLAP Database name. 11. Click Build Now. Your OLAP Database is built.
Manage views
Overview: Take note of all the different types of views that can be created/modified. Project Project Center Resource Assignments Resource Center My Work Resource Plans Team Tasks Team Builder Timesheet Portfolio Analysis Portfolio Analysis Project Selection
Pre-requisites: None Test Step 1. 2. 3. 4. 5. 6. 7. 8. 9. Open Project Web App. Click Server Settings. Click Manage Views. [Located under the Look and Feel] Click the new view button. Select the view type Project. Select Task. Select the fields you want to add : Example: Task Name, Start Date Set the width of each field by typing the width value. Input the format settings for the view: Example: Gantt Chart View Grouping: Group 1 then by group 2 Sorting: Task Name: Ascending
Expected / Desired Results Project Web App will load Server settings page appears. Manage views web page will appear.
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10. Click the Filter button to build filter criteria for the view. 11. Select the security categories that can see the view. 12. Click the Save button. 13. Open Project Center, select the new view you have created, and check that the view is built according to the criteria selected.
The dialog box will appear, allowing you to build filter criteria for the view.
Grouping formats
Overview: You can select a grouping format for the Tasks section and up to 10 grouping formats for views. The grouping formats for views apply to Project Center, Resource Center, Project, and Assignment views. Important: When you are creating a view you can link it to the grouping format. Pre-requisites: None Test Step 1. 2. 3. Open Project Web App. Click Server Settings. Click Grouping Formats. [Located under the Look and Feel section] Select Grouping 1. Change the colors of the groupings. Example: Level 1 Yellow Level 2 Blue Level 3 Green Level 4 Purple Click Save. Open a view in Project Center and select Grouping 1: Note that the view selected needs to be linked to Grouping 1. When the view is selected and the grouping is applied, the colors for levels 1-4 should be displayed in the groupings.
Expected / Desired Results Project Web App will load. Server settings page appears. Grouping Formats web page will display Level 1-4 will show for the selected view.
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6. 7.
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4. 5. 6. 7. 8.
Select Gantt 1 from the Gantt Chart drop- Gantt Chart 1 items will down list. appear in the grid. Change the color of the summary task from black to green. Click the Save button. Open Project Center in PWA. Click one of the projects one that you know has summary tasks. List of projects will appear. Project detail will appear with the summary tasks showing in green and not black.
Quick Launch
Overview: The left hand menu in Project Web App is dynamically built when loaded. The quick launch admin feature allows the administrator to add links to the page with ease. A parent menu and child menu can be created. In this scenario we add a link for the PMO FAQ. Pre-requisites: None Test Step 1. 2. 3. Open Project Web App. Click Server Settings. Click Quick Launch.
Expected / Desired Results Project Web App will load. Server settings page appears. Quick Launch web
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[Located under the Look and Feel] 4. 5. 6. 7. 8. Select the expand menu items for all sections option. Click the new link button. Select the new heading option, which allows you to create a parent level menu. Enter the name of the new parent menu. Enter in the URL of the heading paste your PWA web page home page in the URL if you do not have one. [This will ensure the page always navigates back to itself.] Select yes to display the menu in the quick launch.
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10. Click the new Link button again this is so we can create the child menu option. 11. Enter the name of the child menu. Example: FAQ 12. Enter the URL of the SharePoint list where the PMO FAQs are stored. 13. Select the heading PMO this was the parent menu previously created. 14. Select yes to display the link. 15. Click the OK button to save. 16. Look in the left hand menu bar you A new web page will should see the new parent & child menus be loaded with the created. FAQ SharePoint list Click the FAQ link.
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1. 2. 3.
Open Project Web App. Click Server Settings. Click Financial Periods. [Located under the Time and Task Management section] Select an undefined fiscal period to manage example: 2012. Click the Define button. Select a Fiscal Year Creation model. Example: 4,5,4 method. Define Period Naming conventions. Examples: Enter the Prefix: FY Enter Numbering Sequence: 01 Enter Suffix: FP Optional: If you want to change the end date for a specific month, click the end date cell for a specific month. Click the save to create button.
Project Web App will load. Server settings page appears. Financial Periods web page will appear.
4. 5. 6.
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Date picker should be available for you to select a specific date. Page will refresh with the list of fiscal periods that have been created in the system,
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10. 1 NOTE: You can click the Delete button to 0 delete the defined fiscal period.
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appears. 3. Click Time Reporting Periods. [Located under the Time and Task Management section] 4. Define Bulk Period Parameters: Example: Create 52 periods. Enter the start date as : 1/1/2010 this way we create periods for a full year Define the period length: 7 Days example: If no one in the organization works /reports time on Saturdays/Sundays you can set it to 5 days. Timesheet Periods web page will appear. After you click Save the changes will be saved to the server.
5. Define Batch Naming Convention: After you click Save For multiple reporting periods you can set the changes will be saved to the server. a unique name for each period.
Timesheet adjustment
Overview: You can duplicate timesheet lines for business purposes or accounting reasons. To do this, define timesheet line classifications, which will become the unique identifiers for a timesheet line. By default the system creates a standard classification. In this example: We will create three timesheet classifications to help identify timesheet line items.
Pre-requisites: None Test Step 1. Open Project Web App. 2. Click Server Settings. 3. Click Timesheet Adjustment. [Located under the Time and Task Management section]
Expected / Desired Results Project Web App will load. Server settings page appears. Timesheet approval page will appear, allowing you to view approved timesheets, available timesheets, and unsubmitted timesheets.
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Pre-requisites: None Test Step 1. Open Project Web App. 2. Click Server Settings. 3. Click Line Classifications. [Located under the Time and Task Management section] 4. Click the new classification button 5. Input the name and description of the line classifications. Example: Custom Classification 1 Custom Classification 2 Custom Classification 3 6. Click Save.
Expected / Desired Results Project Web App will load. Server settings page appears. Line Classifications web page will appear. A new row is highlighted
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4.
Open another Internet Explorer PWA My Timesheet view will session, and then click the My Timesheet open. menu. Click the Create button to create a new timesheet. New timesheet page will appear. Note: The overtime and non-Billable time tracking sections will appear if the check box is selected.
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Toggle the setting on the admin page and then refresh the timesheet view. Note: The overtime and non-Billable time tracking sections will be displayed or not be displayed. IMPORTANT: If you dont see the toggle taking place, then you need to check the actions bar on the My Timesheet page to check that the user has not chosen to hide this as a personal setting. Click the actions bar, select the show billable work. If the menu is greyed out then the admin has cleared the display setting.
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4. 5. 6. 7. 8.
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10. Open the My Timesheet page. 11. Look at the date ranges; they will show as days and not weeks.
Server settings page appears. Settings and defaults page will load.
Page. 5. Update the : Days Standard timesheet day = 8 Number of hours in a standard work week = 40 6. Click Save. 7. Open the My Timesheet page. 8. Try to capture a timesheet outside of the ranges specified and submit it. The system should prevent submission of a timesheet outside the defined settings.
4. 5.
6. 7. 8.
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Timesheet policies
Overview: The administrator can use settings in this section to help you comply with accounting and regulatory policies. You can restrict users from reporting time in future timesheet periods. Example: Contoso may want to restrict all users from capturing time for future periods. You can restrict users from specifying timesheet lines that cannot be verified against Project Server items. Example: Will you allow TMs to add lines not associated to any kind of project to a timesheet? Pre-requisites: None Test Step Expected / Desired Actual Results (If deviation) Results 1. Open Project Web App. Project Web App will load. 2. 3. Click Server Settings. Click Timesheet Settings and Defaults. [Located under the Time and Task Management section] Navigate to the Timesheet Policies page. Update the : Allow Future Time Reporting = Uncheck Allow Unverified line items = uncheck Click Save. Open the My Timesheet page. Try to capture future time. The system should prevent the reporting resource from capturing future time. System should prevent submitting unverified line items. Server settings page appears. Settings and defaults page will load.
4. 5.
6. 7. 8.
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Auditing
Overview: You can use timesheet auditing to record changes saved to timesheets during creation, approval, and later adjustments. We recommend that this is turned on from the start of the implementation so that a full history is maintained. Important: this data could consume large amounts of space in SQL Server, so you need to work with IT to ensure that enough disk space has been allocated. Pre-requisites: None Test Step Expected / Desired Actual Results (If deviation) #No Results 1. Open Project Web App. Project Web App will
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load. 2. Click Server Settings. 3. Click Timesheet Settings and defaults. [Located under the Time and Task Management section] 4. Navigate to the Auditing section. 5. Check the Enable Timesheet auditing item. 6. Click Save. The system will log creation, approval, and adjustments to timesheets. Server settings page appears. Settings and defaults page will load.
7. Use the purge log feature with caution as you may not want to lose this data. Purge is permanent
Approval routing
Overview: Fixed Approval routing disables the ability to change the next approval during timesheet submission. The transaction comment is also disabled for timesheet submitting; therefore users should use the timesheet header comment instead. Pre-requisites: None Test Step Expected / Desired Actual Results (If deviation) Results 1. Open Project Web App. Project Web App will load. 2. Click Server Settings. 3. Click Timesheet Settings and defaults. [Located under the Time and Task Management section] 4. Navigate to the Approval Routing section. 5. Clear the fixed approval routing check box. 6. Click Save. The system will prevent the timesheet App rover from being changed. Server settings page appears. Settings and defaults page will load.
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Expected / Desired Results Project Web App will load. Server settings page appears. Administrative time web page will appear.
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Pre-requisites: None Test Step 1. Open Project Web App. 2. Click Server Settings. 3. Click Administrative time. [Located under the Look and Feel section] 4. Tracking method options: % of work complete. Resources report the percentage of work they have completed, from 0 through 100%. Actual work done and work remaining. Resources report the actual work done and the work remaining to be done on each task. Hours of work done per period. Resources report their hours worked on each task per period. In this example: 1. Select Percentage of work complete. 2. Check the form project managers to use the progress reporting method for all Projects. 5. Reporting Display: Resources should report their hours worked every day. Resources should report their total hours worked for a week. In this example: Hours worked each day option. 6. Select the Only allow task updates via Tasks and Timesheets check box if your business requires that the project manager not be able to change actual time worked. 7. Select the Time entry by Timesheet only check box if you want to ensure that your users always report the same timesheet hours as task progress. Users must then import from a timesheet to update task progress and submit. 8. Define Near Future Planning Window: Specify the number of reporting periods to include in the Near Future Planning
Expected / Desired Results Project Web App will load. Server settings page appears. Administrative time web page will appear.
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Window on the Tasks page. In this example: set it to 5 days. 9. Click Save. Changes will be saved to the server.
6. 7.
Open PWA. Click the My Tasks link [left menu]. List of task assignments will appear. The system will allow you to edit the fields.
8.
Next we CLOSE the task to updates, preventing future updates to the task being made. NOTE: The task will still appear on the timesheet view. However, it will be in a read-only state. 9. Open Project Web App. Project Web App will load. Server settings page appears. Close tasks to update web page will appear. Lists of tasks for the
10. Click Server Settings. 11. Click Close tasks to update. [Located under the Look and Feel section] 12. Select a project from the list.
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project will appear. 13. Check the tasks that you want to close. 14. Click the update/save button. 15. Tasks will now be closed to updates. IMPORTANT: take note of the rules described in the summary of this test scenario. 16. Open the My Work / Tasks Page again and try to edit some of the values for the tasks that you know have been closed to updates. The system will prevent you from capturing time against a closed task the task will be read-only. IMPORTANT: The task will still appear on the timesheet.
Queue
Manage queue
Overview: See Project Server 2010 documentation on TechNet for details on how the queue works from a technical perspective. Example; When a save transaction is performed, the request is sent to the queue and the client side cache and queue will ensure the transactions are completed. Example: When a new resource is created, the request will be sent to the queue, the queue will create the resource. Example: When you are publishing, the queue manages the synchronization transactions between the Draft database, Published database, and Reporting database. The queue is read-only. Only Applications like Project Professional and Project Web App can make entries into the queue. Pre-requisites: None Test Step 1. Open Project Web App. 2. Click Server Settings. 3. Click Manage Queue. [Located under the Queue section] 4. Open Project Professional and publish a project. 5. Refresh the queue page. Page should display the list of items in the queue including the
Expected / Desired Results Project Web App will load. Server settings page appears. Manage Queue Page will appear.
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project publish transaction. 6. Open the Delete enterprise objects page and then delete a timesheet. 7. Open the queue page again after issuing the timesheet delete transaction. 8. Take note of the following: Progress of the queue % complete is shown for each transaction in the queue. Job State example if the queue transaction fails it will provide the details of why. If an error occurs, click the link in the error column this will load a web page with a detailed page about the error. Page will display the timesheet delete transaction.
Queue settings
Overview: There are two queues in Project Server 2010. 1. A Timesheet queue processed transactions related to Timesheets 2. A Project queue processed transactions related to Projects/Resources
Pre-requisites: None Test Step 1. 2. 3. Open Project Web App. Click Server Settings. Click Queue Settings. [Located under the Queue section]
Expected / Desired Results Project Web App will load. Server settings page appears. Queue Settings page will appear.
Below is an explanation of each: 4. Queue Type Choose the Queue to which the settings will apply. The options are either the Project Queue (which processes job types such as Project Save and Publish) or the Timesheet Queue (which processes job types such as Timesheet Save and Notifications). Note that all the Queue Settings are per PWA site, and per Queue Type. Maximum Number Of Job Processor Threads The Queue is multi-threaded, which enables multiple jobs to be processed at the same time. If the number of current job processor threads equals the limit, no more threads are created. Note that this setting is per PWA site, and per Queue Type.
5.
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Minimum: 1 Maximum: 20 Default: 4 6. Polling Interval (in milliseconds) This is the time interval at which the Queue polls the database for new jobs. Minimum: 500 (.5 second) Maximum: 300000 (5 minutes) Default: 1000 (1 second). 7. Retry Interval (in milliseconds) If job processing fails due to transient issues (like a SQL Deadlock), instead of failing the job, the Queue will wait for the Retry Interval to elapse and then retry the job. Minimum: 0 (immediately retry) Maximum: 300000 (5 minutes) Default: 1000 (1 second) 8. Retry limit If job processing fails due to transient issues (like a SQL Deadlock), instead of failing the job, the Queue will retry the job. The number of retries is bound by the Retry Limit. Minimum: 0 (no retries) Maximum: 100 Default: 5 9. SQL retry interval (in milliseconds) The Queue polls the database at regular intervals to retrieve jobs that need processing. If this query fails due to a transient SQL problem (like a SQL Deadlock), the Queue will wait for the SQL Retry Interval to elapse and then retry the query. Minimum: 0 (immediately retry) Maximum: 60000 (1 minute) Default: 1000 (1 second) 10. SQL retry limit The Queue polls the database at regular intervals to retrieve jobs that need processing. If this query fails due to a transient SQL problem (like a SQL Deadlock), the Queue will retry the query after the SQL Retry Interval has elapsed. The number of retries is bound by the SQL Retry Limit. Minimum: 0 (no retries) Maximum: 100 Default: 5 11. SQL Timeout (in seconds) The Queue makes SQL calls for retrieving and executing jobs. This setting controls the timeout value for all such calls. If any job fails due to a SQL Timeout error, administrators can increase this setting and retry the job. Minimum: 30 Maximum: 86400 (1 day)
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Default: 300 (5 minutes) 12. Clean-up Interval (in hours) This setting determines the frequency with which the Queue Cleanup job runs. The time of day at which the Queue Cleanup job runs is determined by the Cleanup Interval Offset setting. Minimum: 1 Maximum: 100000 Default: 24 (1 day) Cleanup Interval (in hours) This setting determines the frequency with which the Queue Cleanup job runs. The time of day at which the Queue Cleanup job runs is determined by the Cleanup Interval Offset setting. Minimum: 1 Maximum: 100000 Default: 24 (1 day) Cleanup Interval (in hours) This setting determines the frequency with which the Queue Cleanup job runs. The time of day at which the Queue Cleanup job runs is determined by the Cleanup Interval Offset setting. Minimum: 1 Maximum: 100000 Default: 24 (1 day) Cleanup Interval (in hours) This setting determines the frequency with which the Queue Cleanup job runs. The time of day at which the Queue Cleanup job runs is determined by the Cleanup Interval Offset setting. Minimum: 1 Maximum: 100000 Default: 24 (1 day) 13. Clean-up Interval (in hours) This setting determines the frequency with which the Queue Cleanup job runs. The time of day at which the Queue Cleanup job runs is determined by the Cleanup Interval Offset setting. Minimum: 1 Maximum: 100000 Default: 24 (1 day) 14. Clean-up Interval Offset (in minutes) This setting is the number of minutes after 12:00 a.m. (midnight) at which the Queue Cleanup job will run. The frequency with which the Queue Cleanup job runs is determined by the Cleanup Interval setting. Minimum: 0 (cleanup 12:00 a.m.) Maximum: 1439 (cleanup at 11:59 p.m.) Default: 0 (cleanup at 12:00 a.m.). 15. Clean-up Age Limit For Successful Jobs (in hours) This setting determines the age threshold at which successful jobs can be purged when the Queue Cleanup job runs. The age of each job is determined by the completed date and time. For example: If a job succeeded at 2/1/2007 10:41 p.m. and the Queue Cleanup job runs at 2/2/2007 11:55 p.m., then the job will be purged (assuming the Cleanup Age Limit For Successful Jobs was 1 day). Because the number of successful jobs is usually high, the Cleanup Age Limit For Successful Jobs setting is
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usually set to a low value of 24 (1 day). Minimum: 1 Maximum: 100000 Default: 24 (1 day) 16. Clean-up Age Limit For Non-Successful Jobs (in hours) This setting determines the age threshold at which any job in a completed, non-successful state (example: Failed But Not Blocking Correlation) can be purged when the Queue Cleanup job runs. The age of each job is determined by the completed date and time. For example: If a job was cancelled at 2/1/2007 10:41 p.m. and the Queue Cleanup job runs at 2/2/2007 11:55 p.m., then the job will not be purged (assuming the Cleanup Age Limit For Non-successful Jobs was 7 days). Because the number of completed, non-successful jobs is usually not high, the Cleanup Age Limit For Non-successful Jobs setting is usually set to a high value of 168 (7 days). Minimum: 1 Maximum: 100000 Default: 168 (7 days) 17. Bookkeeping Interval (in milliseconds) There are a number of Bookkeeping tasks executed by the Queue System. Some examples are: awakening jobs in 'Sleeping' state, updating the heartbeat timestamp, checking whether Queue Cleanup needs to be executed, and so on. This setting controls the time interval at which these tasks run. Minimum: 500 (1/2 second) Maximum: 300000 (5 minutes) Default: 10000 (10 second) 18. Queue Timeout (in minutes) The Queue System has a failover recovery feature: if the farm contains multiple servers running the Project Application Service, and the Queue Service fails on one server, jobs are automatically redistributed to other servers on which the Queue Service is online. A Queue Service is considered to have timed out if it has not updated its heartbeat for more than the 'Queue Timeout' interval. The heartbeat is updated by the Queue in all the PWA databases that it handles. Minimum: 2 Maximum: 20 Default: 3 (Note that Queue Timeout cannot be less than 4 times the Bookkeeping Interval at any time. For example, if the Queue Timeout is 3 minutes and the Bookkeeping Interval is changed to 60000 (60 seconds), then the Queue Timeout will automatically be changed to 4 minutes.) 19. Fast Polling By default, this setting is enabled and the queue processes all 'waiting to be processed' jobs as soon as possible. But if this fast processing overwhelms the server and you need the queue to slow down, administrators can turn off "Fast Polling'". If the setting is off, the queue does the following: Check if there are any free threads to process jobs, if so load all the free threads with the 'waiting to be processed' jobs, wait for the polling interval and do the whole thing again. If the setting is on, the queue does not wait for the polling interval if there are pending jobs. As jobs get processed, the pending jobs are processed immediately.
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Operational policies
Alerts and reminders
Overview: Allows you to define notification e-mail settings and schedule e-mail reminder service. Pre-requisites: None Test Step 1. 2. 3. Open Project Web App. Click Server Settings. Click Alerts and Reminders. [Located under the Operational Policies section] Enter the name of the SMTP Server. Enter the From address. Enter the company domain name. Enter the e-mail footer. Example: Please contact the PMO if you have any further questions or need assistance regarding the Project Server notifications. Schedule e-mail reminder service. The e-mail reminder service scans the Project Server database at the scheduled time each day, and sends e-mail messages to remind users about their upcoming or overdue tasks and status reports. Enter 11am 9. Publish a project: add yourself as one of the team members. Project Server should have sent you a notification regarding the new assignment.
Expected / Desired Results Project Web App will load. Server settings page appears. Alerts and Reminders page will appear.
4. 5. 6. 7.
8.
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Pre-requisites: None Test Step 1. 2. 3. Open Project Web App. Click Server Settings. Click Additional Server Settings. [Located under the Operational Policies Section]
Expected / Desired Results Project Web App will load. Server settings page appears. Additional Server Settings page will appear.
6. Enter the Display and System information Event details will be of the event and then click Save. saved to the server. 7. IMPORTANT: This is only used when a developer has created custom event handlers that should be registered with Project Server.
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4.
5. 6. 7. 8. 9.
Select a Valid Active Directory Group. Set the scheduling option. Set it to update on a nightly basis at 10 PM. Set the resource options. Set the group to automatically reactivate inactive users. Click Save and synchronize now. Project Server Group should synchronise with the Active Directory group. Users added to the Active Directory Group will be added to the Project Server ERP.
10. NOTE: Add new people to the Active Directory group who are not in the EPM resource Pool: Run the sync and then check whether they are resources in the enterprise resource pool.
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Contoso may want to grant Project Managers "create project" permissions as soon as they start or it may want to allow executives automatic authentication in Project Web App for certain management reports in Project Server by default. Pre-requisites: Active Directory ERP Sync must have the same users as the groups indicated in the custom groups below. Test Step Expected / Desired Actual Results (If deviation) Results 1. Contact the Active Directory administration and request that a new group be created. Example: PMOProjectManagers PMOExecutives Request the Active Directory admin to add some users into the groups for testing purposes. NOTE: Try using the same user names that were used in the Active Directory ERP Sync Test scenario. 2. 3. 4. 5. 6. Open Project Web App. Click Server Settings. Click Manage Group. Click the group to place it in edit mode. Click the find group button locate the Active Directory group that the admin created. Example: PMOProjectManagers Click Save. The Active Directory column should have the group name you selected in it. Changes will be made permanent. PWA opens. The admin menu will display. List of Groups will display
7. 8.
Run the Sync: The synchronization can be scheduled to run at night; however we want to test if it is working in this test scenario. 9. Hover the group
10. Click the Active Directory Sync Options button. 11. A dialog box will appear with options. 12. Schedule the sync to run a few minutes AFTER you scheduled the ERP Active Directory Sync to run. 13. Click the save and synchronize now button. The Active Directory Sync will run; wait a
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few minutes. 14. After the Sync has run, check the Project Server groups details: Example Edit Project managers Group The same list of users that were added to the Active Directory group should be added to the Project 2010 group.
Project sites
Overview: This page allows the administrator to perform the following functions: Create a SharePoint site for a Project Edit the SharePoint site address Synchronize the security between the sites Delete a site Open the project's SharePoint site Pre-requisites: None Test Step Expected / Desired Results 1. Open Project Web App. Project Web App will load. 2. 3. Click Server Settings. Click Project Sites. [Located under the Operational Policies section] Server settings page appears. Project Site page will appear.
1. 2.
Toolbar will be enabled. A site will be provisioned for the project, and the URL will be updated.
Edit the site address If a site already exists and the URL is incorrect, the administrator can edit the URL
1. 2. 3. 4. 5.
Click a project. Click the Edit Site Address button. Select the Web Application and enter the desired site URL. Click the Test URL button. Click the OK button.
Toolbar will be enabled. Edit Site Address dialog box will appear.
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1. 2. 3. 4. 5.
Click a project. Click the Synchronize button Open the site as the administrator. Click Site settings. Click the advanced permissions menu [Located under the users and permissions section] List of users/groups will display. Important: Click the settings/permission levels sub menu in order to view the permission levels that have been created.
6.
After the synchronization has been done, the list of users should be added with related security permissions. The users should be displayed in the relevant Project site.
7.
Try Again: Delete all the users from the Project site. Click the synchronize button again. Refresh the list of users
Delete a site NOTE: The delete action is a permanent action and should be used with caution.
1. 2. 3. 4.
Click a project. Click the Synchronise button. Click the Delete button. Click the OK button.
Toolbar will be enabled. Dialog box will appear. System will prompt you for confirmation Site will be deleted.
5. 6.
Example: 1. Should the site be automatically provisioned when a project is published by project managers? 2. Which instance of SharePoint Server will be used when doing the provisioning? Pre-requisites: None Test Step Expected / Desired Actual Results (If deviation) Results 1. Open Project Web App. Project Web App will load. 2. 3. Click Server Settings. Click Project Site provisioning settings. [Located under the Operational Policies section] Select the default Web Application: http://ServerName/ Enter in the site URL: Example: If you want all the sites to be provisioned under the Project Server then enter in Project Server. Thus when sites are created there URL will look as follows http://ServerName/PWA/Site1 http://ServerName/PWA/Site2 http://ServerName/PWA/Site3 Select the automatic provisioning setting this will prevent the PMs from having to decide if they want to create a SharePoint site or not. Check the automatically synchronize option this will ensure that the team members/project managers can service the project's SharePoint site. Click save Configuration settings should be saved to the server. When new sites are created the settings in this page will be used. Server settings page appears. Project Site provisioning settings page will appear.
4.
5.
6.
7.
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Pre-requisites: None Test Step 8. 9. 10. Open Project Web App. Click Server Settings. Click Bulk Update Project Sites. [Located under the Operational Policies section] Select the previous site path and URL and set the new set path and URL. Check / Uncheck the Update Content Types box. Check / Uncheck the Synchronize site permissions box. 12. Click Save.
Expected / Desired Results Project Web App will load. Server settings page appears. Bulk Update Project Sites page will appear.
11.
Configuration settings should be saved to the server and site paths will change according to the above entries.
Expected / Desired Results Project Web App will load. Server settings page appears. Enterprise Project Types will appear. Will navigate to Add Enterprise Project
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Type Page. 5. In the Name field specify a name for the Enterprise Project Type. This is the name users will see while you are creating new projects in Project Center. In the Description field Specify a description for the Enterprise Project Type. This information will display in the tool tip when users rest the pointer on the name while creating new projects in Project Center. In the Site Workflow Association field choose a site workflow association for this Project Workflow. For the 'Site Workflow' to appear in the drop down, it has to be installed and configured on the Project Server machine. Note: Once you select an association it cannot be changed" 8. Choose the New Project Page for this enterprise project type. This is the first Project Detail Page that users will see when you create new projects in the Project Center. If the 'No Workflow' option is selected as the Site Workflow Association, then choose the Project Detail Pages that users will see once the project is created. The 'New Project Page' may also be visible after project creation. If any other option is selected as the Site Workflow Association, then the Project Detail Pages are determined dynamically by the associated workflow. 9. Click the checkbox to Choose whether this is the default Enterprise Project Type for Project creation. If no type is specified during Project Creation, the default Enterprise Project Type will be used. Note: Making this default will automatically unselect all the departments. The default Enterprise Project Type cannot have a Project Plan Template associated with it
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6.
7.
10. Choose the Department association for this Enterprise Project Type. Note that this department association is used only for filtering the Enterprise Project Types on the Project Center and not for security. 11. Specify an image for the Enterprise Project Type. This is the image users will see next to the Enterprise Project Type while you are creating new projects in the Project Center. Note: If you have an image on your computer, you have to first upload the image to an online document library (for example, 'Shared Documents' library in PWA) and then specify the image URL from here. 12. Select the Order to determine the position in which Enterprise Project Types display in the 'New' button in the Project Center. 13. Choose a template that will be used when creating any project with this Enterprise Project Type. If the drop down list just shows 'None', then there are no templates available - you can create project plan templates using Project Professional connected to the server Note 1: Avoid having non-generic assignments in the project plan template. This is because all assigned tasks will be published when a project is being created Note 2: The default Enterprise Project Type cannot have a Project Plan Template associated with it. Note 3: This list is not filtered by department 14. Choose a Project Site Template that will be used when the project site is created 15. Click Save.
The page will navigate back to the Enterprise Project Types list where the newly saved Enterprise Project Type will appear.
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