EPM 2007 Implementation and Upgrade Tips Summary June 18th, 2008 Brendan Giles, PMP, MCP.

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

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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

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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

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.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

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Windows Workflow Foundation

Used for Workflow execution Can be used in conjunction with Infopath for

forms creation

Windows Workflow Foundation

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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

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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.

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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

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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

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WSS 3.0

Sharepoint Central Administration Operations Application Management

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WSS 3.0

Sharepoint Central Administration Operations Application Management

Operations Configure Farm Services

Single (Small Farm) or Web Server (Medium Farm)

Sharepoint Search Services

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WSS 3.0

Sharepoint Central Administration Operations Application Management

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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

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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

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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

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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

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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

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Microsoft EPM Solution 2007

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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

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Questions and Answers