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Microsoft Project Server 2013 Training

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Course duration

  • 3 Days

Course Outline

This Microsoft Project Server 2013 Training training class provides students with the knowledge and skills necessary to effectively plan, deploy, and manage Microsoft Project Server 2013.

This course is intended for Administrators, Systems Engineers, PMO Managers, Project Managers, Consultants and other people responsible for the deployment and management of a Microsoft PPM Solution using Project Server 2013 in medium to very large computing environments that use the Microsoft Windows Server 2008 operating system.

Typical products and technologies that are used include Microsoft Project 2013, Microsoft Project Server 2013, Microsoft SharePoint Server 2013 and Microsoft SQL Server.

  • Plan a Microsoft PPM deployment.
  • Configure SQL Server for SharePoint / Project Server 2013.
  • Deploy SharePoint and Project Server 2013.
  • Install and configure Project Server client software.
  • Configure My Tasks Aggregation.
  • Create enterprise custom fields.
  • Configure and manage views and security.
  • Configure and manage time and task management settings.
  • Customize project sites.
  • Import projects and resources.
  • Work with Project Server Administration Tools.
  • Backup and Restore Project Server 2013.
  • Working knowledge of Microsoft Windows Server 200x networking.
  • Working knowledge of Microsoft Project Professional.
  • Knowledge of basic project management concepts.
  1. Overview of Project Server 2013
    1. What's New in Project Server 2013?
      1. Project Online in Office 365
      2. SharePoint Permission Mode
      3. Database Consolidation
      4. My Tasks: All Tasks in One Location
      5. Improvements in Exchange Integration
      6. Other Improvements
    2. Understanding Project Server 2013 Architecture
      1. Logical Architecture
      2. Physical Architecture
      3. Client Applications
      4. SharePoint Server
      5. Microsoft SQL Server
      6. Microsoft SQL Server Analysis Services
    3. Understanding Physical Configurations
      1. Non-Redundant Configurations
      2. High Availability Configurations
      3. Network Load Balancing (NLB)
      4. Failover Clustering
      5. Database Mirroring/Log Shipping
      6. SQL Server AlwaysOn
    4. System Requirements
      1. Project Professional 2013 Requirements
      2. Project Web App Requirements
      3. Project Server 2013 Requirements
  2. Installing and Configuring Prerequisites
    1. Creating Service Accounts
      1. Overview of Service Accounts
      2. Crating Service Accounts
      3. Creating Security Groups
      4. Practice: Creating Service Accounts
    2. Configuring SQL Server
      1. Install Required SQL Server Features
      2. Configure SQL Services
      3. Determine Authentication Mode
      4. Configure Collation Settings
      5. Configure SQL Server for Project Server 2013
      6. Configure Windows Firewall Settings
      7. Practice: Configuring SQL Server
    3. Installing SharePoint Software Prerequisites
      1. SharePoint 2013 Products Preparation Tool
      2. Manual Installation of Prerequisite Software
      3. Practice: Installing Prerequisite Software
  3. Deploying SharePoint and Project Server 2013
    1. Installing SharePoint and Project Server Software
      1. SharePoint Setup Program
      2. Standalone Installation
      3. Farm Installation
      4. Project Server Setup Program
      5. Practice: Installing SharePoint and Project Server Software
    2. Configuring SharePoint Server 2013
      1. SharePoint 2013 Products Configuration Wizard
      2. Running the Farm Configuration Wizard
      3. Manually Configuring SharePoint Services
      4. Finalizing Configurations
      5. Configuring a Multi-Server Farm
      6. Practice: Configuring SharePoint Server 2013
    3. Deploying Project Web App
      1. Creating a Web Application
        1. Claims-Based Authentication
        2. Classic Mode Authentication
      2. Creating a Top-Level Site
      3. Provisioning a Project Web App Site
      4. Practice: Deploying Project Web App
  4. Configuring Project Server Clients
    1. Configuring Project Professional 2013
      1. Overview of Microsoft Project 2013
      2. Installing Microsoft Project Professional 2013
      3. Difference between Authentication and Authorization
      4. Creating a Project Server Authentication Profile
      5. Logging on to Project Server
      6. Managing Local Project Cache
      7. Practice: Configuring Project Professional 2013
    2. Configuring Project Web App for Clients
      1. Logging on to PWA using Internet Explorer
      2. Signing In and Signing Out of PWA
      3. Adding PWA Site to Trusted Sites Zone
      4. Practice: Configuring Project Web App for Clients
    3. Configuring My Tasks Aggregation
      1. Configuring Service Applications
        1. Work Management Service Application
        2. User Profile Service Application
        3. Search Service Application
      2. Creating Newsfeed SharePoint Site
      3. Opting-in My Tasks
        1. SharePoint Task List
        2. PWA Task List
      4. Testing My Tasks
      5. Practice: Configuring My Tasks Aggregation
  5. Configuring Project Server
    1. Configuring Time and Task Management Settings
      1. Configuring Fiscal Periods
      2. Configuring Time Reporting Periods
      3. Creating Line Classifications
      4. Configuring Timesheet Settings and Defaults
      5. Configuring Administrative Time
      6. Configuring Task Settings and Display
      7. Manage Timesheets
      8. Timesheet Managers
      9. Practice: Configuring Time and Task Management Settings
    2. Configuring Operational Policies
      1. Configuring Additional Server Settings
      2. Active Directory Enterprise Resource Pool Synchronization
      3. Configuring Connected SharePoint Sites
      4. Practice: Configuring Operational Policies
  6. Configuring Enterprise Data Settings
    1. Configuring Enterprise Custom Fields
      1. Overview of Custom Fields
      2. Enterprise Custom Fields
      3. Configuring Enterprise Custom Field Definitions
      4. Creating Enterprise Custom Fields
      5. Creating Lookup Tables
      6. Preconfigured Enterprise Custom Fields
      7. Practice: Configuring Enterprise Custom Fields
    2. Configuring Enterprise Objects
      1. Resource Breakdown Structure (RBS)
      2. Security Rules and the RBS
      3. Configuring the Enterprise Global
      4. Configuring Enterprise Calendars
      5. Practice: Configuring Enterprise Objects
    3. Configuring Enterprise Objects
      1. Resource Breakdown Structure (RBS)
      2. Security Rules and the RBS
      3. Configuring the Enterprise Global
      4. Configuring Enterprise Calendars
      5. Practice: Configuring Enterprise Objects
    4. Importing Resources and Project Plans
      1. Overview of Importing Data
      2. Importing Resources to Enterprise
      3. Importing Projects to Enterprise
      4. Practice: Importing Resources and Project Plans
  7. Managing Project Server Security
    1. Overview of Project Server Security
      1. Understanding Permission Modes
      2. SharePoint Permission Mode
      3. Project Server Permission Mode
      4. Project Server Security Workflow
      5. Project Server Security Entities
    2. SharePoint Security Permissions
      1. Site Settings and Contents
      2. Defining Site Permissions
      3. Default SharePoint Groups
      4. Adding SharePoint Users
      5. Practice: Working with SharePoint Security Permissions
    3. Project Server Security Permissions
      1. Switching to Project Server Permission Mode
      2. Project Server Security Permissions
      3. Global Permissions
      4. Category Permissions
      5. Category Dynamics Rules
      6. Security Templates
      7. Practice: Working with Project Server Security Permissions
    4. Creating Project Server Security Entities
      1. Creating Project Server Users
      2. Understanding Project Server Groups
      3. Creating Project Server Groups
      4. Understanding Project Server Categories
      5. Creating Project Server Groups
      6. Practice: Working with Project Server Security Entities
  8. Configuring Business Intelligence Center
    1. Configuring Project Server Reporting
      1. Configuring Prerequisites
      2. Configuring SQL Server
      3. Configuring Excel Services
      4. Configuring Secure Store Service
      5. Configuring and Testing Sample Reports
      6. Practice: Configuring Project Server Reporting
    2. Configuring Analysis Services
      1. Overview of OLAP Cubes
      2. How Project Server Creates OLAP Cubes
      3. Requirements for SQL Server Analysis Services
      4. Practice: Configuring Analysis Services
    3. Configuring and Building the OLAP Cube
      1. Configuring the OLAP Database Build Settings
      2. Customizing OLAP Database Configuration
      3. Configuring Clients to View OLAP Cubes
      4. Practice: Configuring and Building the OLAP Cube
    4. Creating Dashboard, Reports and Views
      1. Creating Dashboard
      2. Creating Sample Reports
      3. Creating Views
      4. Practice: Creating Dashboard, Reports and Views
  9. Customizing Project Sites
    1. Working with Project Sites
      1. Working with Risks
      2. Working with Issues
      3. Working with Document Libraries
      4. Working with Deliverables
      5. Project Site Permissions
        1. SharePoint Permission Mode
        2. Project Server Permission Mode
      6. Practice: Working with Project Sites
    2. Creating a Custom Project Site Template
      1. Customize the Project Site
      2. Modify the Look and Feel
      3. Save the Site as Template
      4. Modify Project Site Provisioning Settings
      5. Practice: Creating a Custom Project Site Template
    3. Working with Enterprise Project Types
      1. Overview of Enterprise Project Types
      2. Creating a Project Plan Template
      3. Creating a Project Detail Page
      4. Creating an Enterprise Project Type
      5. Practice: Creating an Enterprise Project Type
  10. Project Server Administration
    1. Working with Administration Tools
      1. SharePoint Developer Dashboard
      2. Project Server Log Level Manager
      3. Health Analyzer
      4. Diagnostic Logs
      5. Best Practices with Diagnostic Logs
      6. Practice: Working with Administration Tools
    2. Project Server Database Administration
      1. Deleting Enterprise Objects
      2. Forcing Check-In Enterprise Objects
      3. Backing Up and Restoring Project Server Data
      4. Practice: Working with Database Administration
    3. Project Server Disaster Recovery
      1. Backing up and Restoring Databases using SharePoint Central Administration
      2. Backing Up a SQL Server Database
      3. Restoring a SQL Server Database
      4. Practice: Backing up and Restoring Project Server Databases

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