Microsoft project server 2010 administrators guide free. Free Microsoft Project Server 2010 training material

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

I reviewed the book here , and the book here. Dynamic Scheduling with MS Project Talks among other things about successfully using constraints and dependencies to create a schedule with the least amount of maintenance. Project for dummies. No dummies should go without a yellow book on their shelf. If you are a MS Project dummy, this is the book for you. Enjoyable reading and some very nice tips and tricks. Reviewed very early on in the blog, here. During the course of this blog I have mentioned a couple of other books.

Here is the short list including the posts that they got mentioned in. Sleep by Stephen King. It is important to understand security modes when you are viewing the “Security” chapter. Project Online : Project Online is a hosted version of Project Server in which the service is hosted in the cloud.

Administration will be different for Project Online and Project Server , because many administrative tasks are performed for you and are inaccessible to users. The tasks documented in this guide are intended for Project Server users, and not for Project Online users.

A Project Online Administrators Guide will be available to you at a later date. This guide is divided into two sections, because Project Server administrative settings are now located in Project Web App and in Central Administration. The program management server solution maintains the project report which needs to share with the clients and the stakeholders for the project analysis.

Multiple project data can be stored in it and can be extracted at any time. A project manager can use it for tracking down the completed project reports and can use the information for creating project reports. There are different versions starting with:. It is a central solution platform for effective Project Management. It provides a full-fledged environment for different project management aspects like planning, reporting, teamwork, budget analysis, timeline estimation, and collaboration.

In a nutshell, it can be concluded that it promotes a multi-project environment. It helps the project management industry to stay organized and achieve project completion. Click OK. On the Manage Groups page, in the Group Name column, select the check box next to the security group that you just configured for synchronization. Then click Active Directory Sync Options. If you want to schedule synchronization to occur on a scheduled basis, on the Synchronize Project Server Groups with Active Directory page, in the Scheduling section, select Schedule Synchronization.

Alternatively, you can choose to manually run the security group synchronization. If you prefer the manual option, skip the following step and continue to step In the Frequency fields, define the frequency at which you want synchronization to occur between the Project Server security group and the Active Directory group.

This can be scheduled over a defined period of days, weeks, or months. Select a start date and time. You can enable inactive user accounts to be reactivated if they are found in the Active Directory group during synchronization. To do so, in the Options section, select Automatically reactivate currently inactive users if found in Active Directory during synchronization. For example, enabling this option would ensure that if an employee were rehired, the employee’s user account would be reactivated.

Click Save to save the settings. Click Save and Synchronize Now if you want to synchronize your Project Server security group immediately. If you choose not to schedule the synchronization, you can rerun it manually when needed by returning to this page and clicking Save and Synchronize Now. You can check the status of the security group synchronization by returning to the Synchronize Project Server Groups with Active Directory page for the specific security Security 31 group and reviewing the information in the Status section.

It will contain information such as when the last successful synchronization occurred. Manage Categories Categories are the collections of projects, resources, and views to which users and groups in Project Server are granted access. Categories define which collections of specific data projects, resources, and views that these users and groups have access to.

Categories also allow the administrator to filter data using security rules, like Resource Breakdown Structure RBS , that can help organize and display data in specific ways. You can manually add projects and resources to categories by choosing them from lists, or you can use dynamic filters to automatically add them to categories.

Any user associated with a category can be granted permission to the projects and resources in that category. You must have the Manage users and groups global permission to add, modify, or delete a group. Avoid creating unnecessary categories. Having a large number of groups and categories within an organization can stress the authorization system, which can affect performance.

Microsoft Project Server creates five default categories during installation. These default categories enable Project Server to provide the most common layer of security for a hierarchical organization or matrix organization. The Manage users and groups global permission in Project Server is required in order to create, modify, or delete a category.

Default category Default groups in the Description category My Tasks Team Members Primarily used by project resources who have assigned tasks. My Organization Executives Used to grant access to all information in Portfolio Managers the organization.

Create or modify a category In Microsoft Project Server , you can add custom security categories as necessary to create a Project Server security model that meets the specific needs of users and groups in your organization. Having a large number of groups and categories within an organization can lead to greater administrative complexity. If there are many users at the highest level of the RBS, consider adding them to a custom category that gives them visibility of all projects avoiding dynamic rules.

Top-level RBS users probably have access to all projects, so assigning them to this category avoids unneeded work by the authorization system. The Manage users and groups global permission in Project Server is required to complete these procedures.

To create a new category, perform the following procedure. On the Manage Categories page, click New Category. Complete the Add or Edit Category page. See the following sections for information about each setting. To modify an existing category, perform the following procedure.

On the Manage Categories page, click the category that you want to modify. Security 33 Name and Description Use the Name and Description section to specify a name and description for the category. Category name and description The following table describes the name and description options for a category. Attribute Description Category Name The name of the category. This name must different be than that of other categories.

Description Description of the category. Users and Groups Use the Users and Groups section to specify which users and groups are associated with this category. Category users and groups To associate a user or group with this category, select the user or group in the Available Users and Groups list, and then click Add.

To remove the association between a user or group and this category, select the user or group in the Users and Groups with Permissions list and then click Remove.

For easiest administration, only associate groups with categories. Attribute Description Available Users and Groups Users and groups that are not associated with this category. Users and Groups with Users and groups that are associated with this category. Permissions This will display the category permissions for the selected group in this category.

Category permissions for the Project Managers group Each user or group can be assigned distinct permission within a category. Attribute Description All current and future When this option is selected, users in this category can projects in Project Server see all projects in this instance of Project Web App.

The dynamic permissions features only work when this option is selected. Available projects Projects that are not explicitly part of this category.

Users may still be able to view these projects if any of the dynamic permissions options are configured to allow it. Selected projects Projects that users in this category can view. The User is the Project Gives users permissions on any project they own. Also Owner or the User is the gives Status Managers permissions on projects that Status Manager on contain assignments that they manage. The User is on that Gives users permissions on any project where they are on project’s Project Team the project team.

Users do not need to have assignments on the project. A resource on the project’s Allows a user to view any project where a resource Project Team is a subordinate to the user in the RBS is on the project team. If the resources under them are on many projects involving many categories, this stress on the authorization system can affect performance for example, delay the loading of the Project Center page.

User Resources Use the Resources section to specify which resources the users associated with this category can view. Attribute Description All current and future When this option is selected, users in this category can resources in Project Server see all resources in this instance of Project Web App. Available Resources Resources that are not explicitly part of this category.

Users may still be able to view these resources if any of the dynamic permissions options are configured to allow it. Selected Resources Resources that users in this category can view. The User is the resource Gives users permissions to view information about themselves such as assignments.

They are members of a Gives users permissions to view information for all They are direct Gives users permissions to view information about descendants of the User resources that are directly under them in the RBS. Views — Add to Category Use the Views — Add to Category section to specify views that users associated with this category can see. Global permissions To add a view to the category, select the Add check box for that view.

To remove a view, clear the Add check box for that view. Note Default Project Server categories cannot be deleted. Delete a custom category Perform the following procedure to delete an existing category in Project Server Caution Verify that the category you are deleting is the one you intend to delete. If you accidentally delete the wrong category, it is permanently deleted and will need to be recreated.

On the Manage Categories page, in the Category Name list, find the category that you want to delete. Select the check box next to the category that you want to delete. Note that you can select multiple categories. Click Delete Categories. A warning message appears, noting that the category will be permanently removed.

By applying security templates, you can easily standardize the permissions that you assign according to user’s role in the organization. A number of predefined security templates are created by default when Microsoft Project Server is installed. These align with the predefined groups. You can customize these security templates or create new security templates according to your needs.

Creating custom templates requires planning. You must first identify the common Project Server usage patterns in your organization that are not reflected in the default Project Server security templates.

This helps you to identify your requirements for custom security templates. Then, determine the permissions that the users who share the common Project Server usage patterns require. This defines the security template. Next, determine the set of projects, resources, views, and so on, that the users and groups require access to; this defines the security category. Create the custom security template and apply it to the group of users that share the common usage pattern.

The permissions that you define in the custom security template enables users to access the Project Server security objects that they require. As mentioned previously, when creating new security templates, you are allowed to copy the permissions for a default security template and then customize it to suit your needs. We recommend not modifying the default templates. The Manage users and groups global permission in Project Server is required to create, modify, or delete a security template.

Create or modify a security template In Microsoft Project Server , you can group commonly used permissions into a security template and then use it to assign permissions to users, groups, and categories.

Security 41 The Manage users and groups global permission in Project Server is required to complete this procedure. Perform the following procedure to create a template in Project Server On the Manage Templates page, click New Template. Complete the Add or Edit Template page. As a best practice, do not make any changes to the default Project Server templates.

Note Modifying a template does not make any changes to users, groups, or categories to which the template was applied in the past. Perform the following procedure to modify an existing template in Project Server On the Manage Templates page, in the Template Name list, click the template that you want to edit. On the Add or Edit Template page, make your changes to the template. Name Use the Name section to specify a name and description of the template and, optionally, to select an existing template to copy the settings from an existing template into the new template.

Important The values from the copied template will overwrite any existing values in this template. After you copy the template, you can modify the values as needed to meet your needs.

If you do not copy a template, this template will be blank and you can modify the values as needed. Category Permissions Use the Category Permissions section to set the category permissions for this template. Category Permissions To allow a category permission for this template, select the Allow check box for that permission.

If you do not select the Allow check box for a permission, that permission will not be allowed in the categories where you use this template, but could be allowed in other categories. Security 43 To deny a category permission for this template, select the Deny check box for that permission. Global Permissions Use the Global Permissions section to set the global permissions for this template.

Global Permissions To allow a global permission for this template, select the Allow check box for that permission. If you do not select the Allow check box for a permission, that permission will not be allowed in the groups where you use this template, but could be allowed in other groups.

 
 

Microsoft project server 2010 administrators guide free.Project Server 2013 Administrator’s Guide

 
During the course of this blog I have mentioned a couple of other books. Click Save and Synchronize Now if you want to synchronize your Project Server security group immediately. Project Server user account information The following table describes the user account options. There are different versions starting with:. February 25,

 

– Microsoft Project Server | Five Benefits of Using Microsoft Project Server

 

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