EPM2010 SP1 - How does it impact you?

Transcription

1 EPM2010 SP1 - How does it impact you? (Projects Director, Microsoft EPM & SharePoint Consultancy) pj@projectsolution.com Web: Project Solution Powered - Connecting by Microsoft People Technologies to Business Processes Slide 1

2 About the Presenter PJ Mistry is the Head of Projects at Project Solution Ltd, based in Cambridge, United Kingdom. He is an avid evangelist of Microsoft SharePoint and Enterprise Project Management (EPM) with over 12 years hands-on field experience. His achievements include 10,000 user rollout of EPM and integration with SAP. His technical expertise has been a key ingredient in the development of some of the add-ons that fill the key gaps in the out-of-box offering/ capability of Microsoft SharePoint & EPM. To learn more visit: www. Contact him at: pj@projectsolution.com. Follow him on or blog Slide 2

3 About Project Solution Ltd Microsoft Certified EPM & SharePoint Partner Est in 2003, Cambridge, UK 10+ years experience of delivering Microsoft Business Collaboration solutions Consulting, Training, Technical Support, Custom Development Projects: 50 users to 10,000 user roll-out! Markets: Defence, Finance, Healthcare, Oil & Gas, Education, IT, Government, Utilities, etc Business Productivity Add-on Solutions And more being added Want to get the most out of your existing EPM/ SharePoint investments? Slide 3

4 Presentation Agenda In this webinar you will learn; The key fixes and enhancements include in SP1. Practical things you should consider and have in place before taking the leap towards patching. Approach and best practices for patching your EPM/SharePoint environment. FAQs Questions will be taken after each section of the presentation. If too many or running late we will take Qs at the end and follow-up after. You can me or use Discussion MPUG. NOT Break-Fix Support! Slide 4

5 Key Changes Slide 5

6 EPM2010 Key Changes, Highlights 1. Multi-browser Support 2. Time-phased Support for Manually Scheduled Tasks (PWA & Project Pro) 3. Auto Scheduled Microsoft Project Task Synch to SharePoint 4. Improved PWA Project Scheduling 5. Auto Publish Approved Task Updates 6. Site Recycle Bin 7. Site Storage Metrics 8. Others.Remote storage support for shadow copies; New Powershell cmdlet (Move-spsite); Improved backup / restore functionality for SharePoint Server etc Full list of SP1 changes can be found here Slide 6

7 EPM2010 Key Changes Multi-browser Support Service Pack1 brings multi-browser support of some of the key Team Member PWA pages (My Tasks, Timesheet, Issues and Risk). Supported browsers and platform are; Firefox, Chrome on PC and MacOS, Safari on MacOS. Considerations? Safari and Opera on Windows PC are not supported. Linking Risks & Issues to Project Tasks is not supported. Slide 7

8 EPM2010 Key Changes Time-phased Support for Manual Tasks With this enhancement, you can now edit timephased data for manually scheduled tasks within the Project Client and Project Server. For example, you can edit work values in the project Task Usage view or report timephased data in task statusing for manually scheduled tasks via My Tasks or Timesheets. Considerations? To use this feature, set the server feature Manually schedule tasks can be published to team members. Slide 8

9 EPM2010 Key Changes Auto Scheduled Task Synch to SharePoint Previously we could only synch manually scheduled project tasks to SharePoint. Now we have the ability to synch automatically scheduled tasks as well. Other enhancements include performance improvements and Project Task synch to SharePoint 365 is also supported!! Considerations? The synch feature is only available with Project Professional and not available in Standard version. Only Finish-to-Start task dependency is supported. If the Project tasks have other dependency types, then you will receive a warning message. Slide 9

10 EPM2010 Key Changes Improved PWA Project Scheduling Pre SP1, the only way to edit projects that contained Fixed Work or Effort Driven tasks was to use Project Professional This full planning capability did not make it in the RTM version of Project Server With SP1, you can now edit project plans containing Fixed Work tasks and Effort Driven tasks in Project Web App. Considerations? Observe the limitations of PWA project planning & scheduling capabilities. Slide 10

11 EPM2010 Key Changes Auto Publish Approved Task Updates Pre SP1, if you had a rule setup to automatically accept the task updates, you then had to manually publish the updates/project. Or, have a bespoke code to launch an event to automate this process. Within SP1, there is now an enhancement to automatically publish approved task updates. Considerations? June 2011 CU has a further fix. Slide 11

12 EPM2010 Key Changes Site Recycle Bin With SP1, the site collection (SC) Recycle Bin capability has been enhanced to enable recovery of deleted sites. Considerations? It is important to understand that the above feature is a SharePoint enhancement. Project Server administrators still need to take care when deleting associated SharePoint sites via the Project Server interface as these deleted sites are not captured by the SC Recycle Bin. You may wish to manually do this via SharePoint Site Settings; giving an option to restore from the Recycle Bin should the need arise. Slide 12

13 EPM2010 Key Changes Site Storage Metrics This new feature provides an overview of the storage being used by the sites and folders within a Site Collection. It allows administrators to see which sites are storing too much data or which sites are breaching their quota and need archiving. Considerations? This feature is available to Collection Administrators only. Slide 13

14 Considerations prior to Patching Slide 14

15 EPM2010 Service Pack Vs CU Service Pack 1 Regression tested all fixes released through April New baseline for your environment. Prepares you for future updates. FAQ: Should I apply? And When? Cumulative Updates June 2011 CU is the first Post-SP1 build released to customers. contains new fixes to issues raised through various support channels Should you install the June 2011 CU? Typically, my answer would be, only if it solves a problem you actually have. Updates are not regression tested, so they do have the potential of breaking things. Microsoft s recommended approach is to apply Service Pack 1 and the June 2011 CU into an environment together. Slide 15

16 EPM2010 Approach to Patching Microsoft s recommended approach is to apply Service Pack 1 and the June CU into an environment together. Because the packages changed by the June CU supersede SP1, the order of installation isn t critical. If you install the CU before SP1, the packages that the CU updated won t be overwritten by SP1. Because the June CU is from a later build than SP1, many will be comfortable installing SP1 first, and then applying the CU. I would strongly recommend following this approach. Slide 16

17 EPM2010 Before you Start Patching!! 1. Confirm you have a valid test environment No test Farm = No Production Farm Test patch deployment as well business process/project life cycle. 2. Ensure all Servers are running as expected!! 3. Backup & Recovery Plan system and data Note: Service Pack and CU updates cannot be uninstalled!! You MUST have a thoroughly tested Back-out/Recovery Plan. A backup is useless unless you know it can be restored. This is the time to test your farm-level disaster recovery process! Don t simply cross-fingers and hope for the best!! 4. Pre-update check validate farm health with SCW If there is any hidden issue on any of the servers in the farm, this process will fail and you will have to resolve this. Be prepared to deal with this scenario. Read the update NOTES!! Slide 17

18 EPM2010 Download Links The updates can be downloaded from the following links; SP1 SharePoint Foundation 2010 Service Pack 1 SharePoint Server 2010 Service Pack 1 Project Server 2010 Service Pack 1 Office 2010 Service Pack 1 (Incl Project 2010) Jun 2011 CU June 2011 CU for SharePoint Foundation 2010 June 2011 CU for SharePoint Server 2010 June 2011 CU for Project Server 2010 June 2011 CU for Project 2010 Aug 2011 CU August 2011 CU for SharePoint Foundation 2010 August 2011 CU for SharePoint Server 2010 August 2011 CU for Project Server 2010 August 2011 CU for Project 2010 Another good source of keeping updated with the latest patches is; Update Center for Microsoft Office, Office Servers, and Related Products Slide 18

19 Approach to Patching Slide 19

20 EPM2010 Patching, Getting Started Validate your Farm!! Slide 20

21 EPM2010 Patching Process, Summary The high level steps, for deploying Service Pack 1 or CU, are encapsulated in the following figure; Slide 21

22 Project Server Package EPM2010 Patching Process, Summary The high level steps, for deploying Service Pack 1 or CU, are encapsulated in the following figure; Slide 22

23 EPM2010 Patching, Important Note Important Note; I would recommend that you use the farm administrator account to install the update and run the SharePoint Products Configuration Wizard. If you use a different account to install the update, that account must be a domain account that has the following rights and permissions: Member of the Administrators group on the Web server computer Member of the Administrators group on the Microsoft SQL Server computer Slide 23

24 EPM2010 Patching Process Step #1 Stopping Services Disconnect users and stop services from accessing databases; Slide 24

25 EPM2010 Patching Process Step #2 Updating Web/App Servers The update process itself is simple enough as long as you follow the steps; Slide 25

26 EPM2010 Patching Process Step #3 Upgrading Web/App Servers On each Web/App server in the farm, starting with the one hosting the SharePoint Central Administration, run the SharePoint Configuration wizard. Do this on one server at a time. Slide 26

27 EPM2010 Patching Process Step #3 Upgrading Web/App Servers Slide 27

28 EPM2010 Patching Process Step #3 Upgrading Web/App Servers Slide 28

29 EPM2010 Post Upgrade Actions For SharePoint Server 2010, you must restart the User Profile Synchronization service after installing the June 2011 cumulative update refresh. For more information see the Start the User Profile Synchronization service section in the Configure profile synchronization article in the library. Slide 29

30 EPM2010 Upgrade Verification Option (1) Review SQL Database Table From within the SQL Management Studio, navigate to Published Database > Version Table and verify the version. See example figure below for system where SP1 and June 2011 CU has been applied. Slide 30

31 EPM2010 Upgrade Verification Option (2) Run PowerShell Command on Web/App Server Use the following PowerShell command to display the Farm version; Get-SPFarm Select -ExpandProperty BuildVersion Slide 31

32 FAQ Slide 32

33 EPM2010 FAQ #1 When to roll-out project pro updates Vs server updates? These updates are independent! Can be rolled out anytime but, recommended as soon as conveniently possible. #2 Can you stop project pro users from connecting to server if different version? Yes! EPM Administrators can use control this via Server Settings. See fig. #3 Are there any known issues with June CU? Yes! unfortunately. List of key ones can be found here. Slide 33

34 EPM2010 FAQ #4 Issue with EPM2010 Demo following updates? Two issues that I found; a) Failure of upgrade: This was resolved by re-running the SCW. b) Excel Services dashboard reports were hanging: This issue is because the original demo server with Project site collection did not have a root site. Simply create a root site for this application and you will be up and running! You may have to re-boot your server following this change. #5 I have a Disaster Recovery Site. What should I do? It is very important that your DR site system is kept to the same patch level as your production system!! Any other queries?? Slide 34

35 Thank You! Promo Code: MPUGSP1 Valid until: 31 Dec 2011 One claim per organisation Offer Includes; FREE Tech Support & Software Maintenance FREE online evaluation!! EPM2010 SP1 - How does it impact me? (Projects Director, Microsoft EPM & SharePoint Consultancy) pj@projectsolution.com Web: Connecting People to Business Processes Project Solution Powered - Connecting by Microsoft People Technologies to Business Processes Slide 35