(c) 2011 Microsoft. All rights reserved.

THE SHAREPOINT DEVELOPERS GUIDE TO PROJECT SERVER

Brian FarnhillSolutions Architect Extelligent Designblog.brianfarnhill.com

Alexander BurtonSenior Consultant OBSwww.epmsource.com

SESSION CODE: OFS310

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“It’s only a Service Application”

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Agenda

► An introduction to Project Server Development

► Three common customisation scenarios► Call to Action & Resources► Questions and Answers

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What is Project Server?

Communities

Search

Composites

ContentInsights

Sites

Portfolio Selection

Schedule Management

BI & Reporting

Resource Management

Project Team Collaboration

Demand Management

The Business Collaboration Platform for the Enterprise and the Web

Synch to SharePoint

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Project Server Architecture

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WFE

App

Serv

erM

S SQ

L

Draft Published Reporting Archive

Web Services

Data Access Layer (DAL)

Project Professional IE

Project Web Application

3rd Party Application

Business Objects

Even

ts

Que

ue

WCF Forwarder

Web ServiceForwarder3rd Party

ApplicationSPF and SPS

ConfigContent

SPF and SPS

WCF Service

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What to tell the developers

► Project Server is built on SharePoint, so a lot of the same rules apply

► The Project Server SDK is your new best friend

► Understand when to build and when to customise

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SharePoint vs Project Server

Identical

• Ribbon• JavaScript• Ajax JSGrid• Silverlight• Server Object

Model• Event Handling• Solution

packaging

Similar

• Client Object Model

• Workflow• LINQ• Open Data

(REST)

Different

• Dedicated Reporting Database

• Multiple OLAP Cubes

• Supported Developer environments

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BUILDING DEMAND MANAGEMENT WORKFLOWS

Common Customisation Scenarios

Demand Management in Project Server

Stages

Phases

Workflow

PDP

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Project Server workflows

► Built on top of SharePoint Workflow

► Developed in Visual Studio 2010

► Deeply tied with Project Server Configuration

► Associated with a Enterprise Project Type

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Propose a Project Idea

Does the Project require

funding?

Team Lead

Approval

Project Approved

Project Cancelled

Yes

No Approved Rejected

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DEMONSTRATIONWorkflow with Visual Studio 2010

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Workflow considerations

► Project Server allows workflows to be restarted– Need to consider coding ‘Skip to Stage’ logic

► Must keep workflow and PS configuration in sync– Playbooks (Project Resource Kit)– DM Import / Export Solution Starter

► Third Party solutions exist

► Leverage the solution starters if you can– Dynamic Workflow – Morphing Workflow– Visualisation

LEVERAGING THE PROJECT SERVER INTERFACE

Common Customisation Scenarios

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PSIAdmin

Events

Calendar

Cube Admin

Custom Fields

Project

Lookup Table

Notifications

Object Link Provider

Archive

Queue

Resource

Security

Resource Plan

Statusing

Timesheet

WSS Interop

Driver

Portfolio Analysis

Workflow

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Interfaces to the PSI

► Two interfaces – ASMX web services and WCF Services

► ASMX behave similarly to Project Server 2007– Must specify ?wsdl when adding reference– References must be made through the web app

URL– Can’t use localhost as the URL

► Project Professional and PWA use WCF► WCF is recommended for new applications► Object models are identical

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Working with the PSI

► Services exist within the SharePoint Web Services application (because it’s just a service app!)

► These can not be called directly because of the claims-based authentication and custom WCF bindings on the web app

► Project Server provides a router service through the main PWA web app to set as an end point

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Common scenarios for PSI use

► Pulling data from the reporting database► Consolidating PSI calls► Transforming data to pass to a third party

app► Extending LOB systems with Project Server

data

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DEMONSTRATIONLeveraging the Project Server Interface

Project Server Interface Considerations► Love thy SDK and the great example code

in it► Remember to take the queue into account► Plan use of the PSI carefully to avoid

adding performance overheads to your servers

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(c) 2011 Microsoft. All rights reserved.

PROJECT WORKSPACESCommon Customisation Scenarios

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Project workspaces

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Customising workspaces

► Workspaces are just SharePoint site templates

► Inherit from the PWS site definition► Site templates can be saved through the

UI or hand crafted in Visual Studio► Custom features can be added to

templates to build in additional functionality to workspaces

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DEMONSTRATIONWorkspace customisation

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Workspace considerations

► Workspaces are based on a template– Limitations, such a web part connections will exist

► Risk and Issue Lists – Don’t delete items– Don’t change choice field values– Instead override the content types– Leverage calculated fields

► Bulk Update Project Sites is your friend

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To review….

► Many similarities► Three common customisation scenarios– Workflow– PSI– Workspaces

► But where to next?

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Call to action

► Install the SDK– http://bit.ly/PS2010SDK

► Review the Developer Curriculum– http://bit.ly/PSDevCur

► Evaluate Project Server 2010– http://bit.ly/PSEval

(c) 2011 Microsoft. All rights reserved.

Development Resources

► Getting started with development for Project 2010 http://msdn.microsoft.com/en-us/library/gg607685.aspx

► Project Server 2010 Programming Tasks http://msdn.microsoft.com/en-us/library/ee767703.aspx

► Developing Project Server Workflows http://msdn.microsoft.com/en-us/library/ee767694.aspx

► PSI Reference http://msdn.microsoft.com/en-us/library/ms488627.aspx

► Project 2010 SDK http://msdn.microsoft.com/en-us/library/ms512767.aspx

► Project 2010 Resource Kit http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=22810

► Project Server 2010 Solution Starters http://archive.msdn.microsoft.com/P2010SolutionStarter

► Project 2010 Customisation and Programming Forum http://social.msdn.microsoft.com/Forums/en-US/project2010custprog /

Key Project Resources http://www.microsoft.com/project

Enterprise Project Management Microsoft Project EPM Solutions and Scenarios Microsoft EPM Partner Portal Find a Partner

Project Desktop Microsoft Project on Office OnlineEasier with Project: Project Desktop Home Page Project Professional and Office 365

IT Professionals /Administrators - TechNetProject TechCenter (2007, 2010…)Project Solution StartersCompiled Help File Project Server Compiled Help File SharePointProject Server 2010 Technet Pivot

Developers Project Developer Home Page Getting Started with Development for Project 2010Project Software Development KitProject Resource Kit

Team Blogs Individual Blogs

Project TeamProject ProgrammabilityProject AdministrationEPM Content Publishing NewsSharePoint Team

Brian Smith – Project SupportDoug McBlog – Project PartnersChristophe Fiessinger – Project NewsJan Kalis - Project Partner

Forums Ask A QuestionTwitter http://twitter.com/MSFTProject Facebook Microsoft Project

Videos www.youtube.com/MSFTProject

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“It’s only a Service Application”

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QUESTION & ANSWER SESSION

CONTENT SLIDE

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© 2010 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.

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