The Sharepoint Developers Guide To Project Server

SESSION CODE: OFS310
Brian Farnhill
Solutions Architect Extelligent
Design
blog.brianfarnhill.com
Alexander Burton
Senior Consultant OBS
www.epmsource.com
THE SHAREPOINT DEVELOPERS
GUIDE TO PROJECT SERVER
(c) 2011 Microsoft. All rights reserved.
“It’s only a Service
Application”
(c) 2011 Microsoft. All rights reserved.
Agenda
► An introduction to Project Server Development
► Three common customisation scenarios
► Questions and Answers
► Call to Action & Resources
(c) 2011 Microsoft. All rights reserved.
What is Project Server?
(c) 2011 Microsoft. All rights reserved.
Project Server Architecture
3rd Party
Application
WCF
Forwarder
Web Service
Forwarder
IE
Project Web
Application
SPF and SPS
Queue
Web
WCFServices
Service
Events
App Server
3rd Party
Application
WFE
Project
Professional
Business Objects
SPF and SPS
Data Access Layer (DAL)
Draft
Published
Reporting
Archive
(c) 2011 Microsoft. All rights reserved.
Content
Config
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
(c) 2011 Microsoft. All rights reserved.
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)
(c) 2011 Microsoft. All rights reserved.
Different
• Dedicated
Reporting
Database
• Multiple OLAP
Cubes
• Supported
Developer
environments
Common Customisation Scenarios
BUILDING DEMAND
MANAGEMENT WORKFLOWS
(c) 2011 Microsoft. All rights reserved.
Demand Management in Project Server
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
(c) 2011 Microsoft. All rights reserved.
Propose a
Project Idea
Does the
Project
require
funding?
No
Team
Lead
Approval
Yes
Approved
Project
Approved
Rejected
Project
Cancelled
(c) 2011 Microsoft. All rights reserved.
Workflow with Visual Studio 2010
DEMONSTRATION
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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
(c) 2011 Microsoft. All rights reserved.
Common Customisation Scenarios
LEVERAGING THE PROJECT
SERVER INTERFACE
(c) 2011 Microsoft. All rights reserved.
PSI
Admin
Object Link Provider
Archive
Project
Calendar
Queue
Cube Admin
Resource
Custom Fields
Resource Plan
Events
Security
Lookup Table
Statusing
Notifications
Timesheet
(c) 2011 Microsoft. All rights reserved.
WSS Interop
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
(c) 2011 Microsoft. All rights reserved.
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
(c) 2011 Microsoft. All rights reserved.
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
(c) 2011 Microsoft. All rights reserved.
Leveraging the Project Server Interface
DEMONSTRATION
(c) 2011 Microsoft. All rights reserved.
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
(c) 2011 Microsoft. All rights reserved.
Common Customisation Scenarios
PROJECT WORKSPACES
(c) 2011 Microsoft. All rights reserved.
Project workspaces
(c) 2011 Microsoft. All rights reserved.
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
(c) 2011 Microsoft. All rights reserved.
Workspace customisation
DEMONSTRATION
(c) 2011 Microsoft. All rights reserved.
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
(c) 2011 Microsoft. All rights reserved.
To review….
► Many similarities
► Three common customisation scenarios
– Workflow
– PSI
– Workspaces
► But where to next?
(c) 2011 Microsoft. All rights reserved.
QUESTION & ANSWER
SESSION
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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.
“It’s only a Service
Application”
(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/enus/library/ee767703.aspx
► Developing Project Server Workflows http://msdn.microsoft.com/enus/library/ee767694.aspx
► PSI Reference http://msdn.microsoft.com/en-us/library/ms488627.aspx
► Project 2010 SDK http://msdn.microsoft.com/enus/library/ms512767.aspx
► Project 2010 Resource Kit
http://www.microsoft.com/download/en/details.aspx?displaylang=en&i
d=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/
(c) 2011 Microsoft. All rights reserved.
Key Project Resources
http://www.microsoft.com/project
EnterpriseProject Management
Microsoft Project
EPM Solutions and Scenarios
Microsoft EPM Partner Portal
Find a Partner
Project Desktop
Microsoft Project on Office Online
Easier with Project: Project Desktop
Home Page
Project Professional and Office 365
IT Professionals/Administrators-TechNet
Project TechCenter (2007, 2010…)
Project Solution Starters
Compiled Help File Project Server
Compiled Help File SharePoint
Project Server 2010 Technet Pivot
Developers
Project Developer Home Page
Getting Started with Development
for Project 2010
Project Software Development Kit
Project Resource Kit
Team Blogs
Individual Blogs
Project Team
Project Programmability
Project Administration
EPM Content Publishing News
SharePoint Team
Brian Smith – Project Support
Doug McBlog – Project Partners
Christophe Fiessinger – Project News
Jan Kalis - Project Partner
ForumsAsk A Question
Twitter http://twitter.com/MSFTProject Facebook Microsoft Project
Videoswww.youtube.com/MSFTProject
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