installation requirement will coexist on the same farm with will not work with project server 2013...

Anaheim, CA | February 2-5, 2014

Nadin MeraliProgram ManagerMicrosoft

Get over the hurdles - Upgrade and Migration to Microsoft Project Server 2013

PC315

Related Sessions

PC318 - Project Server 2013 Deployment Best Practices from the field

PC319 - The Great Database Consolidation, Project Server 2010 to 2013 Migration in 8 Easy Steps

AgendaCompatibility MatrixProject Online vs Project Server 2013Migrating to Project OnlineMigrating to Project Server 2013

Compatibility

Matrix

Installation Requirement

Will coexist on the same farm with

Will NOT work with

Project Server 2013

SharePoint Server 2013 Enterprise


SharePoint Foundation 2010

Project Server 2010



Office SharePoint Server 2007

Compatibility MatrixProject Server and SharePoint Server

Compatibility MatrixProject Desktop and Project Server

Project Server 2007

Project Server 2010 Project Server 2013 & Project Online

Project Professional 2013, Project Pro for

Office 365Not Supported Not Supported Full connectivity

Project Professional 2010 Not Supported Full connectivity Not Supported

Project Professional 2007 Full connectivity

Connectivity to Server in BCM*

(Project Professional 2007 SP2 required)

Not Supported

Project Online vs Project Server 2013

ServicesSelf hostingon-premise

Storage

Servers

Networking

O/S

Middleware

Virtualization

Data

Applications

Runtime

You m

anag

eInfrastructure

(as a Service)

Storage

Servers

Networking

O/S

Middleware

Virtualization

Data

Applications

Runtime

Manag

ed

by v

end

or

You

manag

e You m

anag

e

Software(as a Service)

Manag

ed

by v

end

orStorage

Servers

Networking

O/S

Middleware

Virtualization

Applications

Runtime

Data

Project Server Cloud Continuum

Control

Co

st-e

fficie

ncyProject Server (On-

premise)

Project Server

Value Prop:Full h/w control – size/scaleRoll-your-own HA/DR/scale

Value Prop:100% of API surface areaEasy migration of existing appsRoll-your-own HA/DR/scale

Project Server (IaaS)

Hosted Project Server

Value Prop:Auto HA, Fault-ToleranceFriction-free scaleSelf-provisioning, management at scale

Project Online

Office 365 (SaaS)

Project Server 2013 ArchitectureW

FEA

pp

SQ

L

Project Professional

2013

3rd party on-premises

applications

SharePoint AppsPowerShellBrowser

ASPX Pages Web Services WCF Endpoints

CSOM OData

ForwarderBusiness ObjectsBusiness ObjectsBusiness Objects

WCF Endpoints

Business ObjectsBusiness ObjectsBusiness ObjectsEventin

gQueue PCS Workflow

content configS

hare

Poin

tarchive

dbopublishdraft

Pro

ject

Event Receiver

AzureWorkflow

cubes

Migrating to Project Online

Migrating to Project OnlineUsing Project Professional 2013Will bring in the project, tasks, task assignmentsWill NOT bring in timesheets, admin settings, portfolio’s

Using FluentPro’s Cloud Migrator ProAllows migration from Project Server 2010 (link)

Use Project Online for new initiativesStart new projects online, continue existing problems on premiseCreate report to pull data from old/new sites

http://technet.microsoft.com/en-us/library/ff603507.aspx

Migrating to Project Server 2013

Migrating to Project Server 2013No “In Place” upgrade path.No direct path from 2003 or 2007 to 20132003 and 2007 will need to follow their respective upgrade paths to reach 2010Virtual Migration Environment (2003 to 2007)Link to VME

http://technet.microsoft.com/en-us/library/ff700202(v=office.14).aspx

Project Server 2010SharePoint Farm

Site Collection

Excel Services

SearchProject

Services

Site Collection

Draft

Archived

Published

Reporting

Project Server 2013SharePoint Farm

Site Collection

Excel Services

SearchProject

Services

Site Collection

Project Project

Migrating Project databasesProject Server 2010 Project Server 2013

Migrate

Content

Publish

Reporting Archive

Draft DraftPublish

DraftPublish

Reporting

DraftPublish

ReportingArchive

Draft (draft.*) Publish (pub.*) Reporting (dbo.*) Archive (ver.*)

Migrating Project databases

Draft

Archived

Published

Reporting

Project Server 2010 Project Server 2013

Content

Draft

Archived

Published

Reporting

Contoso.com

Contoso.com/sites/ServicePWA

Contoso.com/sites/ConsultingPWA

MigrateContent

Contoso.com

Project

Project

Contoso.com/sites/ServicePWA

Contoso.com/sites/ConsultingPWA

Migration Plan

Migration Plan

Convert Project DB

Upgrade and Mount Project DB

Mount and Upgrade Project Web Instance

Enable PWA FeaturePost Migration

Test

•

Plan Upgrade

Setup New Project 2013 Farm

Upgrade to Project Server 2010

Preparing Project Server 2010

Plan UpgradeLearn

• Upgrade methods• New capabilities• Downtime mitigation

Prepare• Document environment• Manage customizations• Plan upgrade strategy• Make items upgradable

Test• Build test farms• Use real data• Evaluate techniques• Find issues early

Implement• Build/upgrade farms• Deploy customizations• Minimize downtime• Monitor progress

Validate• Troubleshooting• Upgrade event failures• UI/UX issues• Data issues


Migration Plan

Convert Project DB




Test

•

Plan Upgrade

• Plan for • Clients• Upgrading

customizations

• Multiple test cycles




Small Farm

Availability

Perf

orm

an

ce

Migrating to Project Server 2013Requirements and Installation

Each server role on its own server

Medium Farm

Multiple servers for most server roles Large Farm

Multiple servers for each server role, may include multiple farms for specific purposes.

Multiple environments: • Development• Proof Of Concept• Pilot• Test/Staging• Production

Bare Metal vs VM

Migrating to Project Server 2013Requirements and Installation

Lync 2010 (Optional)

Project Professional Windows 7 or 8

TechNet

IE8 or latest version of Firefox, Chrome or Safari

Exchange Server 2013 (Optional)

Microsoft SQL Server 2008 R2 SP1


Windows Server 2008 R2 SP12012 R2 requires SharePoint SP1

Hardware and software requirements for Project Server 2013

http://technet.microsoft.com/en-us/library/ee683978(v=office.15)

Installation prerequisites for Project Server 2013Requirements and InstallationInstallation Prerequisites are the same as SharePoint 2013Required Service ApplicationsProject Service ApplicationExcel Services (Used for Reporting)PerformancePoint Service (Used for Reporting)Secure Store Service (Used for Reporting)State Service (Used for Charting)

Migration Plan

Convert Project DB




Test

•

Plan Upgrade


customizations



• Review Hardware requirements

• Plan new farm topology

• SharePoint 2013 + Project Server 2013 running




No direct path from 2003 or 2007 to 2013

Create migration Farms to migrate data

Will require more downtime

Migrating to Project Server 2013Pre-Project Server 2010

Project Server 2003

Temporary/VM

Project Server 2007

(VME)

Temporary/VM

Project Server 2010

Project Server 2013

Migration Plan

Convert Project DB




Test

•

Plan Upgrade


customizations







• Follow established upgrade path from previous versions of Project


Preparing Project Server 2010Disable Prevent Active Directory synchronization for this userNot supported in Project Server 2013.Use XXXXX_Published Select RES_NAME, WRES_ACCOUNT, WRES_EMAIL From MSP_RESOURCES Where RES_PREVENT_ADSYNC = 1

Check for and repair all database consistency errors.

Preparing Project Server 2010What will be migrated over?ProjectTasksTask AssignmentsProject SitesProject Site DocumentTimesheets etc

CustomizationDB Customizations will not be migrated over.New Tables/Columns that have need addedWebParts may work and will need to be testedCustom Workflow/Activities dlls will need to be installed post-migrationContact the vendor to see if the customization is supported in 2013 or if they have an updated version

Preparing Project Server 2010Disable Backward Compatibility Mode (BCM)BCM mode not supported, switch to native modeUse intermediate farm to upgrade

ProductionProject

Server 2010 (BCM)

Temporary/VM

Project Server 2010

New Production

Project Server 2013

Migration Plan

Convert Project DB




Test

•

Plan Upgrade


customizations









• Enable User AD sync

• Check DB Consistency and ownership

• Disable BCM

Backup and RestoreSharePoint Site Collection LockContent DBEach sets of Project DBs

Draft

Archived

Published

Reporting

Draft

Archived

Published

Reporting

Contenthttp://contoso.com/

http://contoso.com/sites/ServicePWA

http://contoso.com/sites/ConsultingPWA

All Projects DB’s whose site collection exists in the Content DB

stsadm -o setsitelock -url http://contoso.com -lock noaccess

stsadm -o setsitelock -url http://contoso.com

Backup and RestorePublish Database CleanupThe WRES_Account field should be NULL and not an empty string

Use XXXXX_Published Select RES_Name, RES_TYPE, RES_ID from MSP_RESOURCES where WRES_ACCOUNT =''

Update MSP_RESOURCES set WRES_ACCOUNT = null where WRES_ACCOUNT ='‘

Migration Plan

Convert Project DB




Test

•

Plan Upgrade


customizations











• Disable BCM

SharePoint Mount and Upgrade SitesCreate Web ApplicationUse temporary Content DB name

Test-SPContentDatabaseCheck results to look for

any upgrade blockerDeploy any relevant missing featuresMissing Site Definition

Mount-SPContentDataBaseMounts the content DB

//Test Content DBTest-SPContentDataBase –Name PWA_WSS_CONTENT_80 –WebApplicatio http://contoso.com

//Mount Content DBMount-SPContentDataBase–Name PWA_WSS_CONTENT_80 –WebApplicatio http://contoso.com -ServerInstance localhost

SharePoint Mount and Upgrade SitesSP-SiteAdd your account as a secondary owner of the PWA site collections

Migrate UsersWindows Classic authentication mode to claims based authentication

Test-SPSiteHealth Check1. Site Collection Administration2. Site Collection Health Checks.3. Run Checks

Upgrade-SPSite

//Set site ownership for each PWA siteSet–SPSite -Identity http://contoso.com/sites/servicePWA -SecondaryOwnerAlias “contoso\FarmAdmin”// Migrate users(Get-SPWebApplication http://contoso.com).migrateUsers($true)

//Test each PWA SiteTest–SPSite –Identity http://contoso.com/sites/servicePWA //health check navigate tohttp://contoso.com/sites/servicePWA/_layouts/15/settings.aspx

//Upgrade each PWA SitesUpgrade–SPSite –Identity http://contoso.com/sites/servicePWA –versionupgrade

Migration Plan

Convert Project DB




Test

•

Plan Upgrade


customizations











• Disable BCM

Convert Project DBConvertTo-SPProjectDatabase4 2010 Project DBs into 1 x 2013 Project DBDestructive Operation

//Convert 4x 2010 Project DB’s into a 2013 Project DB

ConvertTo-SPProjectDatabase -WebApplication http://contoso.com-Dbserver localhost-ArchiveDbname PWA_Service_Archive -DraftDbname PWA_Service_Draft -PublishedDbname PWA_Service_Published -ReportingDbname PWA_Service_Reporting -ProjectServiceDbname PWA_Service

Draft

Archived

Published

Reporting Project

Draft

Archived

Published

Reporting

Migration Plan

Convert Project DB

• Convert 4 Project DB’s into 1 new Project DB




Test

•

Plan Upgrade


customizations











• Disable BCM

Upgrade and Mount Project DBMount-SPProjectDatabaseMounts the newly created Project DB to the Web Application

Test-SPProjectDatabaseCheck for errors that could cause it to fail

Upgrade-SPProjectDatabaseUpgrades the database to the 2013 format

//Mount Project DB to Web ApplicationMount-SPProjectDatabase –Name PWA_Service –WebApplication http://contoso.com/ –DatabaseServer localhost

//Test each PWA SiteTest-SPProjectDatabase –Name PWA_Service–DatabaseServer localhost

//Update Project DatabaseUpgrade-SPProjectDatabase –Name PWA_Service –WebApplication http://contoso.com/ –DatabaseServer localhost

Migration Plan

Convert Project DB



• Mount Project Database

• Test Project Database

• Upgrade Project Database



Test

•

Plan Upgrade


customizations











• Disable BCM

Upgrade and Mount Web App InstanceMount-SPProjectWebInstanceMounts Project DB to the Project Web App Instance

Test-SPProjectWebInstanceCheck for errors likeBI Center existsUnprocessed Queue Jobs/Queue StatusProject Workspaces

Upgrade-SPProjectWebInstance

//Mount Project DB to Project Web App InstanceMount-SPProjectWebInstance –DatabaseName PWA_Service –SiteCollection http://contoso.com/sites/servicePWA –DatabaseServer localhost

//Test each Project Web App instanceTest-SPProjectWebInstance –Identity http://contoso.com/sites/servicePWA

//Upgrades the Project Web App InstanceUpgrade-SPProjectWebInstance –Identity http://contoso.com/sites/servicePWA

Migration Plan

Convert Project DB







• Mount Project Web Instance

• Test Project Web Instance

• Upgrade Project Web Instance


Test

•

Plan Upgrade


customizations











• Disable BCM

Enable PWA FeatureEnable-SPFeature Enabled the PWA feature on the site collection

//Enable PWA featureEnable-SPFeature –Identity pwasite -URL http://contoso.com/sites/servicePWA

Migration Plan

Convert Project DB










Enable PWA Feature

• Turn on feature for Project Site collection

Post Migration

Test

•

Plan Upgrade


customizations











• Disable BCM

CustomizationsConfigure/Upgrade customizationsCustom Workflow/Activities dlls need to be reinstalled.

Add custom columns/tables reporting

Enable Issues and Risks linksBulk update of all project sitesChange the site path information for your upgrade project sites since they have been movedCan be done via SharePoint Central Admin

Publish all Projects with associated project sitesIssues and Risk links get updated when the project is publishedHave PM publish projects that were previously publishedAdministrator should NOT go and automatically publish all projects

Add Enterprise Project TypesUpgraded PWA site will only have Basic Project TypeManually AddEnterprise ProjectSharePoint Tasks ListPost-upgrade tasks



Migration Plan

Convert Project DB










Enable PWA Feature


Post Migration

• Add Enterprise Project Types

• Bulk Site Update

• Publish Projects

• Install/Review Customizations

Test

•

Plan Upgrade


customizations











• Disable BCM

TestTest

Test

Test

Test some more

Migration Plan

Convert Project DB










Enable PWA Feature


Post Migration

• Add Enterprise Project Types

• Bulk Site Update

• Publish all Project

Test

• Test• Test• Test• And then

test more

Plan Upgrade


customizations











• Disable BCM

Plan UpgradeLearn

• Upgrade methods• New capabilities• Downtime mitigation

Prepare• Document environment• Manage customizations• Plan upgrade strategy• Make items upgradable

Test• Build test farms• Use real data• Evaluate techniques• Find issues early

Implement• Build/upgrade farms• Deploy customizations• Minimize downtime• Monitor progress

Validate• Troubleshooting• Upgrade event failures• UI/UX issues• Data issues


QuestionsQuestions

Nadin MeraliProgram ManagerMicrosoft

Thank You

Nadin Merali

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© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

installation requirement will coexist on the same farm with will not work with project server 2013...

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