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Install and configure Project Server 2010

Published: May 12, 2010

Microsoft Project Server 2010 runs as a service application under Microsoft SharePoint Server 2010. The full functionality of Project Server 2010 is provided by several SharePoint Server 2010 service applications:

  • Project Server Service Application

  • Excel Services Application

  • Secure Store Service

This article describes installing and configuring Project Server 2010, including provisioning the Project Server Service Application. Deploying and configuring the Excel Services Application and Secure Store Service are covered in Configure reporting for Project Server 2010.

Use the procedures that follow to install Project Server 2010. The Project Server 2010 software must be installed on each application server in the farm before you can run the SharePoint Products Configuration Wizard to integrate Project Server with SharePoint Server 2010.

Before you install Project Server 2010, make sure that you have reviewed the articles under Plan for deployment (Project Server 2010) and have the necessary service accounts created as described in Plan for administrative and service accounts (Project Server 2010).

Important Important:

Once you install Project Server 2010, it cannot be uninstalled from the farm. If you want to remove Project Server 2010 functionality, you can turn off the Project Application Service and delete the Project Server 2010 Service Application.

Important Important:

Upgrading from the Project Server 2010 Beta to the Project Server 2010 release version is explicitly blocked and not supported. This restriction applies to both in-place and db-attach upgrade methods.

Important Important:

Project Server 2010 does not support multi-tenant environments. Do not install Project Server 2010 on a multi-tenant SharePoint Server 2010 farm. If you have Project Server 2010 installed on a farm, do not configure multi-tenancy on that farm.

Video demonstrations

To view a video demonstration of the installation and configuration process, click one of the following links:

For a single application server farm:

Screenshot of video

Watch the video (http://go.microsoft.com/fwlink/p/?LinkId=169126). To download a copy of the file, right-click the link, and then click Save Target As.

 

For a multi-application server farm:

Screenshot of video

Watch the video (http://go.microsoft.com/fwlink/p/?LinkId=169128). To download a copy of the file, right-click the link, and then click Save Target As.

Install and configure Project Server 2010

This section describes how to install Project Server 2010. The basic procedure is as follows:

  • Install Project Server 2010 on each application server and Web server in the farm

  • Run the SharePoint Products Configuration Wizard

  • Refresh the installed products on the farm

note Note:

If you encounter an error during the installation process, check the log files that are located at \Program Files\Common Files\Microsoft shared\Web server extensions\14\logs and consult the Project Server 2010 forum (http://go.microsoft.com/fwlink/p/?LinkId=169001).

Complete the following procedure on each application server in the farm.

To install Project Server 2010

  1. On the Project Server 2010 DVD, run default.hta. The Setup menu opens.

    note Note:

    Default.hta may run automatically when you insert the disk.

  2. On the Start page, click Install Project Server.

  3. On the Enter your Product Key page, type your product key, and then click Continue.

  4. In the End User License Agreement page, review the terms of the agreement. To accept the agreement, select the I accept the terms of this agreement check box.

  5. Click Continue.

  6. On the Choose a file location page, click Install Now.

  7. When the installation is complete, clear the Run the SharePoint Products and Technologies Configuration Wizard now check box.

  8. Click Close.

Once the Project Server 2010 software has been installed on each application server in the farm, you must run the SharePoint Products Configuration Wizard to integrate Project Server with SharePoint Server 2010. You must run this wizard on each application server in the farm before you can start using Project Server.

Complete the following procedure on each application server in the farm.

note Note:

Run the SharePoint Products Configuration Wizard on one application server at a time. Do not run it on multiple servers at the same time.

To run the SharePoint Products and Technologies Configuration Wizard

  1. Click Start, All Programs, Microsoft SharePoint 2010 Products, SharePoint 2010 Products Configuration Wizard.

  2. At the Welcome to SharePoint Products and Technologies page, click Next.

  3. A confirmation dialog message appears that displays a list of services that may have to be restarted. Click Yes.

  4. On the Modify server farm Settings page, select the Do not disconnect from this server farm option, and then click Next.

    note Note:

    Depending on your configuration, this option may not appear.

  5. If the server is hosting the Central Administration web site, the Modify SharePoint Central Administration Web Application Settings page will be displayed. Select the No, this machine will continue to host the web site option, and then click Next.

    note Note:

    Depending on your configuration, this option may not appear.

  6. On the Completing the SharePoint Products Configuration Wizard page, click Next.

  7. On the Configuration Successful page, click Finish.

Configure document library files

In order to be able to save documents to Project Server 2010 sites in SharePoint Server 2010, you must manually copy several files to the appropriate directory. Perform the following procedure on each application server in the farm.

To copy document library files

  1. Open Windows Explorer.

  2. Navigate to the following folder:

    Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\Template\Features\DocumentLibrary\DocLib

  3. Copy FileDlg.htm and EditDlg.htm.

  4. Navigate to the following folder:

    Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\Template\Features\pwsdoclibs\pwsdoclib

  5. Paste FileDlg.htm and EditDlg.htm.

Configure services

Once Project Server 2010 is installed, the following configuration steps are required before creating a Microsoft Project Web App site and using Project Server:

  • Start the Project Application Service

  • Create a Project Server service application

  • Create a top level Web site

  • Set Read permissions on the top-level Web site

Before you create a Project Server service application, confirm that the Project Application Service is running.

To start the Project Application Service

  1. On the SharePoint Central Administration home page, in the System Settings section, click Manage services on server.

  2. On the Services on Server page, select the server where you want to run the Project Application Service from the Server drop-down list.

  3. If the Project Application Service is not running, on the Service list, click Start next to Project Application Service.

Once you have started the Project Server service on the desired computers in the farm, you must create a Project Server service application.

note Note:

While you can create more than one Project Server service application, doing so consumes additional system resources. We recommend that you create only one Project Server service application. A single service application supports multiple Project Web App sites.

To create a Project Server service application

  1. On the Central Administration home page, in the Application Management section, click Manage service applications.

  2. On the Manage Service Applications page, on the ribbon, click New, and then click Project Server Service Application.

  3. On the Create Project Web App service application page:

    1. Type a name for the service application in the Project Web App service application name box.

    2. In the Application Pool section, choose an existing application pool or type the name of the application pool you want to create in the Application pool name box.

    3. Select the Configurable option, and choose the managed account that you want to use to run the application pool.

    4. Click OK.

The next step is to create a top-level Web site if one does not yet exist, and give users read permission to that site. If there is not yet a top level Web site, create one using the following procedure.

To create a top-level Web site

  1. In Central Administration, in the Application Management section, click Create site collections.

  2. Choose a Web application from the Web Application drop-down menu.

    note Note:

    If no Web application is available, you must create one. For more information, see Create a Web application (SharePoint Server 2010).

  3. Type a title for the site collection in the Title box.

  4. In the Template Selection section, choose a template for the site.

    note Note:

    Project Server 2010 does not require a specific template. You can choose one appropriate for your organization.

  5. In the Primary Site Collection Administrator section, type the name of the account that you want to use for the site administrator.

  6. Click OK.

To set Read permissions on the top-level Web site

  1. Navigate to the root site (that is, http://<servername>).

  2. Click Site Actions.

  3. Click Site Permissions.

  4. Click Grant Permissions.

  5. In the Users/Groups box, type NT AUTHORITY\Authenticated Users.

  6. Under Grant Permissions, select the Add users to a SharePoint group (recommended) option, and then select <SiteName> Visitors [Read] from the dropdown list.

  7. Click OK.

The next step is to create a Project Web App site. Go to the next article, Create a PWA site (Project Server 2010).

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