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#ProjectServer and #SharePoint 2013 September 2014 Cumulative Update #PS2013 #SP2013 #MSProject

September 11, 2014 Leave a comment
Paul Mather
I am a Project Server and SharePoint consultant but my main focus currently is around Project Server.
I have been working with Project Server for nearly five years since 2007 for a Microsoft Gold Certified Partner in the UK, I have also been awared with the Microsoft Community Contributor Award 2011.
I am also a certified Prince2 Practitioner.

This article has been cross posted from pwmather.wordpress.com (original article)

The Office 2013 September 2014 Cumulative Updates are now available, please see the links below:

http://bit.ly/1xOLFtM

Project Server 2013 September 2014 Server Roll up package:
http://bit.ly/1xOLFcY

Project Server 2013 September 2014 CU:
http://bit.ly/1xOLFd2

Project 2013 September 2014 CU:
http://bit.ly/1xOLFK3

Also worth noting, if you haven’t done so already, install the March 2013 Public update: http://bit.ly/1lR8IgK or Service Pack 1: http://bit.ly/1snYFTh if installing the September 2014 CU.

As always, test these updates on a replica test environment before deploying to production.

Categories: Paul Mather, Work Tags:

#Microsoft #ProjectOnline Reporting Pack #MSProject #SharePointOnline #Office365 #PPM #Excel #BI #Data

September 5, 2014 Leave a comment
Paul Mather
I am a Project Server and SharePoint consultant but my main focus currently is around Project Server.
I have been working with Project Server for nearly five years since 2007 for a Microsoft Gold Certified Partner in the UK, I have also been awared with the Microsoft Community Contributor Award 2011.
I am also a certified Prince2 Practitioner.

This article has been cross posted from pwmather.wordpress.com (original article)

I have recently created a reporting pack / report starter pack for Project Online. These can be downloaded from the Microsoft Gallery link below:

http://bit.ly/1Cxa6vr

Currently there are only 5 reports in the zip file but I will be regularly updating the existing reports and create additional reports. The reports will only use the intrinsic Project Online fields so will works for all deployments, the only requirement will be to repoint / update the data connections with the correct Project Online PWA URL – this is covered on this post.

The reports included so far can be seen below, the data isn’t great as it in my test data but you get the idea!

Issue Report:

This report will show all of the issues in the PWA site collection, you can filter by the Enterprise Project Type:

image

Risk Report:

This report will show all of the risks in the PWA site collection, you can filter by the Enterprise Project Type:

image

Portfolio Dashboard:

This report will display general information for the projects in the portfolio, this includes how the projects are split between EPTs, project costs, project work, issues and risk count then a detail table below. The data can be filtered by the Enterprise Project Type:

image

image

Project Highlight Report:

This Power View report displays general project related information including cost, work, %complete. It also includes milestones and marked tasks from the project plan as well as active issues and risks.

image

Project Dashboard:

This dashboard report displays general project related information including cost, work, %complete and  issue / risk information. It also includes milestones and marked tasks from the project plan.

image

image

These are the first 5 reports, others will follow in the future. When updates / change or additional reports are added I will update the zip file on the Microsoft Gallery but also blog about them too.

To get started with these reports once they are downloaded, see the steps below for one example report, in the example below we use the IssueDashboard file. The steps will need to be repeated for all reports / connections. Before you carry out the steps below, please ensure that your target PWA tenant has some data to populate all of the tables and charts in each Excel file, otherwise Excel will remove the tables or charts etc. If it is a new tenant, make sure you have some projects in there with work and cost including baselines, ensure there are milestones / marked tasks and ensure there are risks and issues for the associated projects.

  1. Open the Excel file in Excel 2013 and enable any connections if Excel prompts. When Excel prompts to login in, cancel this.
  2. Click Data > Connections and select Enterprise Project Type Slicer:
  3. image
  4. Click Properties then the Definition tab
  5. image
  6. The connection will be “http://bit.ly/1pw7S5m”, this part of the connection needs to be updated for your PWA URL. There are two places in the connection string it needs to be updated, the Data Source property and the Base Url property. You can see both in the screen shot above where it has cpssalesonlinedemo2 and below I have updated this to Paulmather in both locations:
  7. image
  8. Click OK
  9. At this point Excel might prompt you to login in to your Office 365 PWA tenant – the your credentials if you have access to PWA and the ODATA Reporting Service, alternatively use an account that has admin access to PWA.
  10. clip_image002
  11. Repeat the same steps for the Issues Data connection.
  12. Refresh the data if required and you should see the dashboard update with your data.
  13. An additional step might be required if you want the Excel work book to automatically refresh on open and that is to enable the option “Refresh data when opening the file” on the Usage tab for each connection:
  14. image
  15. Now the file can be saved to your Project Online PWA instance so that users can view this file via the web using Excel Services.
  16. Repeat these steps for all Excel files in the Report Pack download. Please note some reports have more than 2 data connections, you will need to update them all.

Hope you find these useful, look out for more reports / updates in the future.

Categories: Paul Mather, Work Tags:

#ProjectServer and #SharePoint 2010 / 2013 August 2014 Cumulative Update #PS2010 #SP2010 #PS2013 #SP2013 #MSProject

August 13, 2014 Leave a comment
Paul Mather
I am a Project Server and SharePoint consultant but my main focus currently is around Project Server.
I have been working with Project Server for nearly five years since 2007 for a Microsoft Gold Certified Partner in the UK, I have also been awared with the Microsoft Community Contributor Award 2011.
I am also a certified Prince2 Practitioner.

This article has been cross posted from pwmather.wordpress.com (original article)

The Office 2013 August 2014 Cumulative Updates are now available, please see the links below:

http://bit.ly/XgNLCx

Project Server 2013 August 2014 Server Roll up package:
**** No Project Server 2013 server roll up packages for August 2014 ***

Project Server 2013 August 2014 CU:
http://bit.ly/1sRzDJk

Project 2013 August 2014 CU:
http://bit.ly/XgNMpY

Also worth noting, if you haven’t done so already, install the March 2013 Public update: http://bit.ly/1lR8IgK if installing the August 2014 CU.

The Office 2010 August 2014 Cumulative Updates are now available, please see the links below:

http://bit.ly/XgNMq1

Project Server 2010 August 2014 Server Roll up package:
**** No Project Server 2010 packages for August 2014 ***

Project Server 2010 August 2014 CU:
**** No Project Server 2010 packages for August 2014 ***

Project 2010 August 2014 CU:
http://bit.ly/1sRzCoR
Remember SP1 or SP2 is a pre-requisite for the Office 2010 August 2014 CUs.

As always, test these updates on a replica test environment before deploying to production.

Categories: Paul Mather, Work Tags:

#ProjectOnline data via #ODATA and #SSIS in #SQL database table delta sync example #BI #Office365

August 11, 2014 Leave a comment
Paul Mather
I am a Project Server and SharePoint consultant but my main focus currently is around Project Server.
I have been working with Project Server for nearly five years since 2007 for a Microsoft Gold Certified Partner in the UK, I have also been awared with the Microsoft Community Contributor Award 2011.
I am also a certified Prince2 Practitioner.

This article has been cross posted from pwmather.wordpress.com (original article)

Microsoft recently released some great documentation and an example SSIS package on only pulling down the changes from Project Online to your custom SQL database – this will improve the efficiency of your Project Online SSIS packages. I recommend you take a look if you haven’t already:

http://bit.ly/1svfgF2

http://bit.ly/1svffBe

For a walkthrough of an example SSIS package for Project Online see:

http://bit.ly/1jIsq9V

Or a great example from Martin here:

http://bit.ly/1svfgF6

Categories: Paul Mather, Work Tags:

#ProjectServer / #ProjectOnline custom PWA homepage #PS2013 #PS2010 #SharePoint #HTML #MSProject

Paul Mather
I am a Project Server and SharePoint consultant but my main focus currently is around Project Server.
I have been working with Project Server for nearly five years since 2007 for a Microsoft Gold Certified Partner in the UK, I have also been awared with the Microsoft Community Contributor Award 2011.
I am also a certified Prince2 Practitioner.

This article has been cross posted from pwmather.wordpress.com (original article)

This post covers an example landing page for PWA using HTML and an image. Firstly select your chosen image and add on containers, other images, text etc. – anything you want really to define the image hotspots. These hotspots will become links. See my example below:

Image for PWA homepage example

This was a picture taken from a recent trip to Venice Smile

Upload the image to the PWA site collection.

Once you have the chosen / updated image you need to create the hotspots or image maps.There are plenty of tools available or online sites that do this. I have used the following site:

http://bit.ly/1rGlz4T 

Upload your chosen image then add the image maps as shown below:

image

Once all the maps are added update the other properties such as Href, Alt and the target.

Scroll down and you will see the code, copy and past this into notepad or your favourite HTML editor:

image

Now you need to update the HMTL to add the image reference and tag the map to the image, see the first line:

image

Navigate to you PWA homepage and add a script editor or content editor web part then paste the HTML code in:

image

I used a script editor web part in this example.

Now the image will be loaded to PWA with clickable links on the image maps Smile

image

This was just an example so I didn’t spend much time on the image but with a creative mind you could really liven up your PWA homepage, Project Sites or any SharePoint landing page etc.

Categories: Paul Mather, Work Tags:

Getting started with #ProjectOnline Round up #PS2013 #Office365 #Project #PPM #SharePointOnline #PM #SP2013

Paul Mather
I am a Project Server and SharePoint consultant but my main focus currently is around Project Server.
I have been working with Project Server for nearly five years since 2007 for a Microsoft Gold Certified Partner in the UK, I have also been awared with the Microsoft Community Contributor Award 2011.
I am also a certified Prince2 Practitioner.

This article has been cross posted from pwmather.wordpress.com (original article)

Hopefully some of you would have seen that I finished the final post on the “Getting started with Project Online” series last week. I realised that there were quite a few posts (9 altogether) so thought some sort of summary would be beneficial for all. Below you will find a summary for all the posts I created in the series with links to each post.

Part 1 – Project Online creation
http://bit.ly/1iXYneH
This post focused how to create the Project Online instance on the Office 365 tenant

Part 2 – Project Online permission mode and Enterprise Custom fields
http://bit.ly/1fF6miS
This post focused what to do first after creating the Project Online tenant, it starts with the permission mode then moves on the Enterprise Custom fields

Part 3 – Project Professional Enterprise Global
http://bit.ly/1aIV2ea
This post focused on creating Project Professional Enterprise Global views

Part 4 – Project Web App (PWA) views
http://bit.ly/1jGgmqo
This post focused on creating PWA views

Part 5 – EPTs and PDPs
http://bit.ly/1aCeU8q
This post focused on what Enterprise Project Types (EPT) and Project Detail Pages (PDP) are and how to create them

Part 6 – Project plan and project site templates
http://bit.ly/1bPjJWB
This post focused on how to create plan templates as well as custom project site templates

Part 7 – Adding resources / data to Project Online
http://bit.ly/LHGQfq
This post focused on how to populate the resource pool and creating projects in Project Online

Part 8 – Using Project Web App for viewing / editing data
http://bit.ly/OuohNu
This post focused on the different areas in the Project Web App where you can view and edit data

Part 9 – Reporting / ODATA
http://bit.ly/1nNTWra
This post focused mainly on the ODATA feed and how to create efficient ODATA queries for use in Excel

Hopefully you have found this series interesting and I hope that you are getting the most out of your Project Online and Office 365 tenants. Smile

For help and advice don’t forget the Project TechNet forums for any Project, Project Online or Project Server related query:

http://bit.ly/1r37huO 

Or speak with a Project and Portfolio Management certified partner:

http://bit.ly/Wxyn3O

Categories: Paul Mather, Work Tags:

Getting started with #ProjectOnline Part 9 #PS2013 #Office365 #Project #PPM #SharePointOnline #PM #SP2013

Paul Mather
I am a Project Server and SharePoint consultant but my main focus currently is around Project Server.
I have been working with Project Server for nearly five years since 2007 for a Microsoft Gold Certified Partner in the UK, I have also been awared with the Microsoft Community Contributor Award 2011.
I am also a certified Prince2 Practitioner.

This article has been cross posted from pwmather.wordpress.com (original article)

This is part 9 of the “Getting started with Project Online” series and the final part. This should have been posted months ago but I didn’t realise I missed it, sorry for the delay! In this post we will look at the reporting options for Project Online, specifically Project ODATA and Excel / Excel Web App. The focus will be on the ODATA queries rather than the presentation layer. The post will also touch on other reporting options for Project Online. In the last post we looked at the different places in PWA where data can be viewed and edited. If you missed the last post, see the link below:

http://bit.ly/OuohNu

Firstly a bit of background for Project ODATA. The Project Online / Project Server ODATA feed was introduced by Microsoft to act as an access point to the Reporting schema in the Project Web App database. For those of you who are familiar with Project Server (On-prem) most of the reports would have read data directly from the Reporting tables / views in the Project Server database using T-SQL. When Project Online was introduced as a cloud based solution, direct database access was not possible for many reasons but security / access being the main two. The answer was to build an API that accessed this data, that is where the ODATA feeds come in. ODATA is an open data protocol that provides HTTP/REST access to the Project Online reporting database schema. The Project Online ODATA feed is accessed via the PWA URL, append /_api/ProjectData to the end of the URL. For example http://Server/PWAName/_api/ProjectData – this is known as the service root URI (Uniform Resource Identifier). Project ODATA is available for Project Server 2013 (On-Prem) but you typically wouldn’t use ODATA on-prem for reports as you have the SQL server access. Also Excel reports that use ODATA on-prem will not refresh in Excel Services, they will only refresh the data in Excel. The ODATA feed is permission controlled, to access this API the user will need “Access Project Server Reporting Service” – this should be granted via a Project Server security group / SharePoint security group depending on what permission mode your PWA instance is using.

When building new reports always start in Internet Explorer (or a browser of your choice Smile) to fully test that the ODATA URLs work before taking these to Excel. Now we will move to Internet Explorer to see the data. Starting at the root /_api/ProjectData you will see all of the possible endpoints available:

image

If the user sees the following:

image

Disable the “Turn on feed reading view” in Internet Explorer.

To see all of the properties (fields etc.) available for each endpoint, use the metadata option. Append /$metadata to the URL /_api/ProjectData/$metadata:

image

Using these two URLs will help you build the URLs you need to meet the report requirements.

When querying any data source it is best practice to only return the data you need, filter out the data that is not required. This will make the report more responsive for the end user. The same applies with ODATA. Don’t just add the all of the ODATA endpoints (tables) to Excel and filter in Excel as this will not be efficient. Using this approach, Excel will download all of the data to the client then filter after, you want to filter at the source before the data is in Excel. The key options to use for optimising the ODATA queries are $select and $filter query options. The select query option will be used to select the properties (fields) that you want to use, an example can be seen below:

/_api/Projectdata/Projects?$select=ProjectName,ProjectId,ProjectCost,ProjectWork

To see what this does, see below:

With a select query option:

image

Without a select query option:

image

As you can see, using the select query option less information is returned, you only get the information you want rather than all the details that you probably don’t need. Depending on how much data you have in the PWA instance you will notice how much quicker IE returns the data when using the select query option compared to returning all properties. The next query option to look at is the $filter option. This will be used to filter the data returned. Before we look at the filter query option, there is something else to show for filtering. Some of the ODATA endpoints accept parameters, using the Projects() feed as an example. When loading the Projects() data you will see example URLs to show you how to access data for that particular project, see the line highlighted below:

image

So using /_api/Projectdata/Projects(guid’f68e1341-50b0-e311-942e-00155d1521a1′) only data for that particular project will be returned. You would replace the GUID for the correct Project GUID in your PWA instance:

image

That can then be combined with the $select query option:

/_api/Projectdata/Projects(guid’f68e1341-50b0-e311-942e-00155d1521a1′)?$select=ProjectName,ProjectId,ProjectCost,ProjectWork

image

To filter ODATA queries, the filter query option is used. A common filter would be:

/_api/Projectdata/Projects()?$filter=ProjectType ne 7

This would filter out the timesheet project row. Another examples would be:

/_api/Projectdata/Projects()?$filter=ProjectType ne 7 and ProjectCost gt 15000

This would filter out the timesheet row project but also projects where the cost was less than £15000:

image

For demo purposes so that you could see the projects and select was also added:

/_api/Projectdata/Projects()?$filter=ProjectType ne 7 and ProjectCost gt 15000&$select=ProjectName,ProjectId,ProjectCost,ProjectWork

There are many functions and operators to create the filter logic, see the filter sections on the URLs below for examples:

http://bit.ly/1yw2RAZhttp://bit.ly/1nNTYzc

There are also other query options available to use such as $orderby and $top, you will find details on those in the links above also. Some Project specific examples are below:

/_api/Projectdata/Projects()?$orderby=ProjectWork

/_api/Projectdata/Projects()?$top=5&$orderby=ProjectCost desc

Project ODATA also has navigation properties, for example, you might want to get all risks associated with a particular project:

/_api/Projectdata/Projects(guid’78732475-eaf5-e311-be98-4c809328175b’)/Risks

image

That returns all of the risk properties (fields), to only select the properties you need use the select option:

/_api/Projectdata/Projects(guid’78732475-eaf5-e311-be98-4c809328175b’)/Risks?$select=ProjectId,ProjectName,RiskId,Title,Category,AssignedToResource

image

That should be enough information to get you started on building efficient ODATA queries, for more details see:

http://bit.ly/1yw2SF0
http://bit.ly/1yw2RAZ
http://bit.ly/1nNTXeO
http://bit.ly/1yw2SF5
http://bit.ly/1nNTXv8

Once you are happy that the ODATA queries are efficient as possible and returning the correct data in IE, these can be added to Excel so that you can generate your data models, relationships and reports. I wont cover that part in this post as it has been covered before here:

http://bit.ly/OuoiRB 

Another example is here:

http://bit.ly/1dq1BDq

As well as using Excel for the reports there are other options, for example you could use SSIS to export the data to a SQL database then use SSRS:

http://bit.ly/1jIsq9V

Or you could create reports in SharePoint/PWA pages using JavaScript, some examples here:

http://bit.ly/1hDi3rP

http://bit.ly/1skZxDW

http://bit.ly/1qnKnyI

That brings us to an end of the getting started series, there will be a summary post / quick reference guide following this.

I hope this has proved beneficial for those that are just getting started with Project Online Smile

Categories: Paul Mather, Work Tags:
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