Page #198 (Appendixes)

Appendix A

Installing Microsoft Project 2002

Microsoft Project now has two editions: Microsoft Project Standard 2002 and Microsoft Project Professional 2002. This appendix includes procedures and guidelines for setting up Microsoft Project as a stand-alone desktop tool.

Microsoft Project 2002 includes two new server-based solutions. If you set up Microsoft Project Server with either edition, you can use the workgroup collaboration features of Microsoft Project Web Access.

If you set up Microsoft Project Server with Microsoft Project Professional, you can also use the enterprise features, which include enhanced project standardization, resource management, and project analysis across an entire organization. This appendix will explain some guidelines regarding the setup of Microsoft Project Server and Microsoft Project Web Access, and connecting Microsoft Project Professional to Microsoft Project Server. For specific Microsoft Project Server and Microsoft Project Web Access setup assistance, refer to the Pjsvr10.chm file that can be accessed from Microsoft Project Server Setup.

Installing Microsoft Project 2002

This section includes information and procedures for setting up Microsoft Project Standard 2002 or Microsoft Project Professional 2002 as a stand-alone desktop project management solution.

Microsoft Project System Requirements

Before you install Microsoft Project Standard 2002 or Microsoft Project Professional 2002, make sure your system meets the minimum requirements. The system requirements for a computer running Microsoft Project include:

• Intel Pentium 133 MHz (minimum) or higher processor. Intel Pentium III class processor (or better) is recommended.
• 48 MB of additional RAM beyond the requirements of your operating system (minimum). 192 MB of RAM is recommended for Microsoft Project Standard 2002. 256 MB of RAM is recommended for Microsoft Project Professional 2002.
• 55-310 MB of available hard disk space, depending on how many optional components are installed. A typical installation (the group of components installed if you do not select a custom or full installation) on a computer that does not have Microsoft Office XP installed requires 105 MB. A full installation (installing all available Microsoft Project files) on the same computer requires 310 MB. If Microsoft Office XP is already installed, only 55 MB is required for a typical installation. Users without Microsoft Windows 2000, Microsoft Windows Millennium Edition, Microsoft Office 2000 Service Release 1, Microsoft Office XP, or Microsoft Project 2000 will require an extra 50 MB of hard disk space for the system files update.

If you want to use workgroup project collaboration or enterprise project and resource management, you will need to connect Microsoft Project to Microsoft Project Server. See Enterprise Setup Issues later in this appendix for more information.

You can run Microsoft Project on any of the following operating systems:

• Microsoft Windows XP Professional (recommended)
• Microsoft Windows XP Home
• Microsoft Windows 2000 Professional
• Microsoft Windows NT 4.0 Service Pack 6.0 (or higher)
• Microsoft Windows Millennium Edition
• Microsoft Windows 98 Second Edition
• Microsoft Windows 98

Setting Up Microsoft Project for the First Time

To set up Microsoft Project on a computer where there is no previous version of Microsoft Project, follow these steps:

1. Close any other applications that are running.
2. Place the Microsoft Project CD in your computer's CD-ROM drive.

   If Microsoft Project Setup doesn't start automatically, click the Start button on the Windows taskbar, and then click Run. Type X:\setup.exe (where X is the name of your CD-ROM drive), and then click OK.

   After Microsoft Project Setup is running, continue through the following steps to complete installation.

   If you are upgrading from a previous version of Microsoft Project, follow the steps detailed in "Upgrading To Microsoft Project," later in this appendix.

3. In the Microsoft Project Setup User Information window, enter your user information and the 25-character product key in the Product Key boxes (see Figure A-1). Click the Next button.

   

   Figure A-1. First, enter your user information.

4. In the End-User License Agreement window, review the agreement, and then select the I Accept The Terms In The License Agreement check box (see Figure A-2). Click the Next button.

   

   Figure A-2. Review the End-User License Agreement.

5. In the Choose The Type Of Installation You Need window, select the installation option you want: Install Now, Complete, or Custom (see Figure A-3). Select the Install Now option to install Microsoft Project Standard with the default settings and most commonly used components. Click the Next button. Skip to Step 7 if you selected either Install Now or Complete.

   If this window says Upgrade Now, there's a previous version of Microsoft Project already installed on this computer. Refer to "Upgrading To Microsoft Project 2002" later in this appendix.

   

   Figure A-3. Specify whether you want to install Microsoft Project with a default, custom, or complete installation.

6. If you choose a Custom installation, the Choose Installation Options For Microsoft Project Standard window appears (see Figure A-4). Click the plus or minus signs to expand or collapse the tree. Click the down arrow next to the component to change its installation status to Run From My Computer, Run All From My Computer, Install On First Use, or Not Available (which means the item is not installed—you can install it later). Click the Next button.

   The hard disk space required by the customized installation of Microsoft Project is updated in the lower right corner of the Microsoft Project Setup window when you add or remove features from the installation.

   

   Figure A-4. Specify the installation status of a component by clicking the arrow next to the feature and clicking Run From My Computer, Run All From My Computer, Install On First Use, or Not Available.

7. The Begin Installation page of the Microsoft Project Setup dialog box appears (see Figure A-5). Click the Install button.

   

   Figure A-5. Click the Install button when you are ready to install Microsoft Project.

   The Now Installing Microsoft Project window appears (see Figure A-6). This window tracks the progress of the installation.

   

   Figure A-6. The installation of Microsoft Project is shown in the progress bar.

   When the installation is finished, you will be notified, as shown in the Microsoft Project message box (see Figure A-7). Click OK. You can now run Microsoft Project by clicking Start, Programs, Microsoft Project.

   

   Figure A-7. Microsoft Project has been installed successfully.

Installation Options

You have five ways to install Microsoft Project: Install Now, Upgrade Now, Typical, Complete, and Custom. Any custom component can be added or removed later by placing your Microsoft Project CD-ROM into your CD drive and running Setup.exe. The five installation options do the following:

• Install Now installs all the files that are used most commonly by Microsoft Project.
• Upgrade Now is available if you have a previous version of Microsoft Project installed on your computer. You will have the option to keep the previous version or replace it when upgrading to Microsoft Project.
• Typical is only available if you have a previous version of Microsoft Project installed on your computer. Selecting Typical performs the same installation steps as choosing Install Now.
• Complete installs all files available to be installed, including components that are not normally used during the day-to-day use of Microsoft Project by the majority of users.
• Custom enables you to install components of Microsoft Project that are not normally installed by selecting from the following options: Run From My Computer, Run All From My Computer, Installed On First Use, and Not Available.

Components that are set to Run From My Computer with Install Now, Upgrade Now, or Typical include Microsoft Project Program Files and the following add-ins:

• Adjust Dates
• Analyze Timescaled Data
• PERT Analysis
• Help For Microsoft Project
• Microsoft Project Templates
• System Information
• Spelling Checker
• Office Assistant (Clippit only)
• Web Publishing
• Core Files For International Support
• Find Fast Control Panel

Components that are set to Installed On First Use with Install Now, Upgrade Now, or Typical include:

• Digital Signature
• Language Settings tool
• Seven additional Office Assistant characters
• Help for Visual Basic for Applications
• Remaining International Support files

Components that are set to Not Available with Install Now, Upgrade Now, or Typical include:

• Extended international support files
• Universal font (an Arial Unicode MS font that contains all the characters, ideographs, and symbols defined in the Unicode 2.1 standard)

Upgrading from a Previous Version of Microsoft Project

How is upgrading from a previous version of Microsoft Project different from a clean installation? If you choose to replace your old version of Microsoft Project when upgrading to Microsoft Project 2002, you might not be able to open project files created in versions of Microsoft Project earlier than Microsoft Project 2000 because the database in Microsoft Project 2002 has been enhanced and expanded with new fields and details. This means that older versions of Microsoft Project will not be able to read a file created in Microsoft Project 2002. Files created in Microsoft Project 2000 can be opened in Microsoft Project 2002 because the databases are compatible; files created in versions of Microsoft Project earlier than Microsoft Project 2000 must be saved as an MPD file format before you can open them in Microsoft Project 2002.

For more information about saving a project file as an MPD file format, see Saving and Opening with Different File Formats.

If you have a previous version of Microsoft Project installed on your computer when you run Microsoft Project 2002 Setup, you will have some choices that are different than the steps described in "Installing Microsoft Project Standard."

To upgrade an older version of Microsoft Project to Microsoft Project 2002, run Microsoft Project 2002 Setup. Be sure to close down any other applications that you might have running. Place the Microsoft Project 2002 CD in your computer's CD-ROM drive. If Microsoft Project 2002 Setup doesn't start automatically, open the contents of the CD-ROM and double-click Setup.exe. After Microsoft Project 2002 Setup is running, continue through the following steps to complete installation:

1. Steps 1 and 2 of the upgrade process are identical to Steps 1 and 2 of the install process described in the section Installing Microsoft Project 2002, earlier in this appendix.

   The Choose The Type Of Installation You Need page of the Microsoft Project Setup Wizard appears (see Figure A-8). You have four installation options: Upgrade Now, Typical, Complete, and Custom.

2. Select the Upgrade Now option to upgrade your older version of Microsoft Project to Microsoft Project 2002. If you select the Upgrade Now option, Microsoft Project Setup removes your previous version and installs Microsoft Project 2002.

   If you would like to keep your previous version of Microsoft Project, select the Typical, Custom, or Complete option. A Typical installation installs Microsoft Project 2002 with all the default components. The Custom option enables you to select which components you want installed. The Complete option installs all components. See the section called "Installation Options" earlier in this appendix for more information about these options.

   

   Figure A-8. Upgrade your version of Microsoft Project to Microsoft Project 2002.

3. The Remove Previous Versions Of Microsoft Project page appears (see Figure A-9). Select Remove Previous Version or Keep Previous Version. Click the Next button.

   

   Figure A-9. If you have a previous version of Microsoft Project, you can keep or replace it.

4. Go to step 5 of "Installing Microsoft Project 2002" earlier in this appendix for the remaining steps.

Activating Microsoft Project

Microsoft Project will run in Reduced Functionality Mode until it is activated. The Microsoft Project Activation Wizard will run the first time you run Microsoft Project, and it will guide you through the activation process.

Several functions of Microsoft Project are unavailable when running in Reduced Functionality Mode, including creating new projects, saving projects, printing projects, changing settings in the global template, and more.

You can activate Microsoft Project over the Internet or by phone. If you choose to activate by the phone, the activation process could take longer.

To activate Microsoft Project using the Internet, do the following:

1. Start Microsoft Project. The Microsoft Project Activation Wizard will appear if you have not yet activated Microsoft Project.
2. On the Welcome page of the Microsoft Project Activation Wizard, select either Activate By Using The Internet or Activate By Using The Telephone (see Figure A-10). Click the Next button.

   

   Figure A-10. You can activate Microsoft Project over the Internet or by telephone.

3. Review the Microsoft Office Privacy Policy. This policy tells you what information is required and what information is optional (most of the information is optional). Click the Next button.
4. Enter your information in the Customer Information page. Note that only the country you live in is required. You can register your copy of Microsoft Project by entering the remaining information on this page. Click the Next button.
5. In the Special Offers page, indicate if you would like to receive notifications of product updates or special offers. These are initially set to No. If you want to receive a specific update, you must select a box and enter your e-mail address. Click the Submit button.
6. When the Activation Complete page is visible, you are almost finished. Click the Finish button. You might be asked to restart your computer. Click Yes to restart your computer.

Running Maintenance Mode

After Microsoft Project has been installed successfully, you can add or remove optional features, perform repairs, or uninstall the entire application using Maintenance Mode. To use Maintenance Mode, place your Microsoft Project CD-ROM in your CD-ROM drive to run Microsoft Project Setup. The Maintenance Mode Options window appears (see Figure A-11).

Figure A-11. In the Maintenance Mode Options window, you can add or remove features, and repair or uninstall Microsoft Project.

You can now add or remove features, make repairs, or uninstall Microsoft Project by selecting one of the following options:

• Add Or Remove Features
• Repair Microsoft Project
• Uninstall Microsoft Project

The following sections detail each of these options.

Adding or Removing Features

To add or remove features of Microsoft Project do the following:

1. Place your Microsoft Project CD-ROM in your computer's CD-ROM drive. The Maintenance Mode Options window appears. If this window does not automatically appear, browse to your Microsoft Project CD-ROM and run setup.exe.
2. Select Add Or Remove Features.
3. Click the Next button. The Installation Options For Microsoft Project dialog box appears.
4. To add a feature, click the arrow next to the feature you want to add, and change Not Available to either Run From My Computer or Installed On First Use.

   Installed On First Use will make the feature available, and you will be able to run this feature from Microsoft Project at a later date. You might be required to insert the Microsoft Project CD-ROM or access the network drive from which you originally installed Microsoft Project to use the added feature. Because of this, you should only select the Installed On First Use option if you will have access to the Microsoft Project CD-ROM or network location at the time you run this feature.

   Run From My Computer will install the feature on your computer's hard disk. You will not be asked to provide the Microsoft Project CD-ROM when you first run this feature.

5. To remove a feature, click the arrow next to the feature you want to remove and change the Run From My Computer or Installed On First Use setting to Not Available. Click the features you want to add or remove, and click the Update button. Microsoft Project Setup will perform the actions you indicated. Setting a feature to Not Available will remove the feature entirely. You will not be able to use this feature until you add it using the steps described earlier.

Repairing Microsoft Project

Occasionally, you might notice that Microsoft Project isn't running as well as it should. This can be caused by many factors, including frequently installing or uninstalling software or continuously using an application.

You can repair your Microsoft Project installation by running Maintenance Mode and selecting the Repair Microsoft Project option. To repair your copy of Microsoft Project, do the following:

1. Place your Microsoft Project CD-ROM in your computer's CD-ROM drive. The Maintenance Mode Options window appears. If this window does not automatically appear, browse to your Microsoft Project CD-ROM and run setup.exe.
2. Select Repair Microsoft Project.
3. Click Next. The Reinstall Or Repair Microsoft Project Installation window appears (see Figure A-12).

   

   Figure A-12. Choose whether to reinstall Microsoft Project or to detect and repair errors.

4. Select Reinstall Microsoft Project to restore your copy of Microsoft Project to its original settings.
5. Select Detect And Repair Errors In My Microsoft Project Installation to search for the source of the problems you might be experiencing with your current installation of Microsoft Project.
6. Click Install to restore your copy of Microsoft Project to its original settings or to detect and repair errors.

Uninstalling Microsoft Project

You can use Maintenance Mode to uninstall Microsoft Project from your computer. To uninstall Microsoft Project, do the following:

1. Place your Microsoft Project CD-ROM in your computer's CD-ROM drive. The Maintenance Mode Options window appears. If this window does not automatically appear, browse to your Microsoft Project CD-ROM and run setup.exe.
2. Select Uninstall Microsoft Project.
3. Click the Next button.

   Troubleshooting

   Your computer doesn't have the correct version of Microsoft Windows Installer

   If your computer does not have the version of Microsoft Windows Installer required by Microsoft Project 2002, you might receive an error message during installation. The error message might be identified with the number "2355" or with text that says "Corrupt Cabinet." If you receive an error message with either of these indicators and are running Microsoft Windows 98, Microsoft Windows Millennium Edition, or Microsoft Windows NT 4.0, you need to update the version of Microsoft Windows Installer on your computer.

   To update the version of Microsoft Windows Installer, do the following:

   1. Insert your Microsoft Project CD-ROM into your CD-ROM drive.
   2. Open the Files folder and the Support folder, and then find the INSTMSI.exe file.
   3. Double-click the INSTMSI.exe file to run it. This updates your version of Microsoft Windows Installer.
   4. When the update is finished, restart your computer.
   5. Run Microsoft Project Setup.

4. Click Yes to uninstall Microsoft Project or No to cancel (see Figure A-13).

   

   Figure A-13. Click Yes to uninstall Microsoft Project.

Working with an Administrative Installation Point

If you need to make Microsoft Project available for installation by multiple users on a network, consider creating an administrative installation point. This provides any user who needs to install a copy of Microsoft Project with a way to install it by finding the location on the network and running Setup.exe.

Creating an Administrative Installation Point

To create an administrative installation point, do the following:

1. Click Start, Run.
2. Enter your CD-ROM drive letter.
3. Type Setup.exe.
4. Enter /a.

For example, if your CD-ROM drive letter is D, the line you would enter to create an administrative installation point would be d:\setup.exe /a. You will then specify the location to use as an administrative installation point. Anyone who runs Setup.exe from the administrative installation point will be able to install Microsoft Project.

This feature is only available for versions of Microsoft Project that have one of the following MSI files in the root directory of the CD-ROM:

• prjstde
• prjproe

Adding Your Company Name to the Default Installation

You can add your company's name to the Microsoft Project Setup program in an administrative installation point by adding COMPANYNAME="xx" (where "xx" is your company's name, including the quotation marks) to the command line when creating an administrative installation point. For example:

 D:\Setup.exe /a COMPANYNAME="Microsoft" 

There are many command line options available in Microsoft Project Setup. For a complete list, see Prjsetup.htm, included on the Microsoft Project 2002 installation CD or in the Microsoft Project Resource Kit at http://www.microsoft.com/office/project/prk/2000.

Microsoft Project Server Setup Issues

If you want to store projects in a database, use Microsoft Project Web Access, or take advantage of enterprise features, you need to install Microsoft Project Server. To properly install Microsoft Project Server, you should have a solid working knowledge of Microsoft SQL Server 2000 and know how to configure your computer as an administrator.

The Microsoft Project Server CD-ROM includes a Help file called Pjsvr10.chm. If you need to install Microsoft Project Server and its associated applications, you should read through this file very carefully and take good notes of all information you enter during the installation, like Microsoft SharePoint Team Services database information, user names, and so on, so that you will have this information handy for later. In addition, take a look at the Readme.htm file on the Microsoft Project Server CD-ROM and the Readme.htm file on the Microsoft Project Professional 2002 CD-ROM before installing Microsoft Project Server.

Microsoft Project Server provides timesheet, reporting, collaboration, and analysis tools, and stores this information in a database that includes global settings for Microsoft Project Web Access and Microsoft Project. Microsoft Project Server is protected by a security layer that restricts access to only those authorized to send and receive data from the database. Most users will either connect to Microsoft Project Server directly through Microsoft Project 2002 or by using Microsoft Project Web Access.

For additional information about configuring Microsoft Project Server and Microsoft Project Professional after you have installed both applications, see Activating Enterprise Features later in this appendix.

The following applications are used along with Microsoft Project Server:

Microsoft Project Web Access. This is required for online workgroup project collaboration. Microsoft Project Web Access provides a Web interface to information stored in Microsoft Project Server. Users log onto Microsoft Project Web Access with a user name and password that is stored in Microsoft Project Server. There are different permission levels. Team members can work with their individual assigned task information and view overall project information. Resource managers and team leads can maintain resource information and delegate tasks. Managing stakeholders can view overall project information. Administrators can set up and modify Microsoft Project Server user accounts and settings.

For more information about using Microsoft Project Web Access, see Chapter 21, "Managing Your Team Using Microsoft Project Web Access."

Microsoft SharePoint Team Services. This enables the document library and issues tracking features of Microsoft Project Server and Web Access. Documents and issues can be accessed from the Documents and Issues pages in Microsoft Project Web Access. This information is stored in a different database from Microsoft Project Server and can be managed from within the Admin area of Microsoft Project Web Access.

Microsoft SQL Server 2000. This is the database application commonly used with the Microsoft Project Server database (you can also use Microsoft Data Engine). All the database tables and stored procedures used by Microsoft Project Server are stored here. Some users of Microsoft Project data will need permission to create, update, or modify data stored in a database stored in Microsoft SQL Server 2000. For more information about the contents of the database, see Svrdb.htm, located on the Microsoft Project 2002 installation CD.

Microsoft SQL Server Analysis Services. This must be installed in order to use the enterprise Portfolio Analyzer features of Microsoft Project Professional. Microsoft SQL Analysis Services must have the same Service Pack updates as those installed for Microsoft SQL Server 2000.

For more information about using Portfolio Analyzer, see Analyzing Multiple Projects Using Project Portfolio.

Microsoft Office Web Components (OWC). This is required to use the View features of Microsoft Project Web Access. If the user's computer doesn't have OWC already installed, Microsoft Project will install a version of OWC that will enable any user of Microsoft Project to use the View features in Microsoft Project Web Access. OWC is already available for users who have Microsoft Office 2000 or Microsoft Office XP installed on their computer. If you want to create or modify a view, a fully licensed version of Microsoft Office XP is required.

Microsoft Project Server System Requirements

The following are the system and feature requirements for Microsoft Project Server. Note that these requirements do not include requirements for Microsoft Internet Information Server, Microsoft SQL Server 2000, Microsoft Active Directory, or Microsoft SharePoint Team Services (including subweb and database requirements):

• Intel Pentium 500 MHz (minimum) or higher processor. Intel Pentium 700 MHz or higher is recommended.
• 128 MB RAM (minimum). 512 MB RAM or higher is recommended.
• 70 MB or more hard disk space.
• Microsoft Windows 2000 Server Service Pack 1 or higher. Microsoft Internet Information Server (IIS) version 5.0 and the Microsoft Management Console (MMC) snap-in for IIS must be installed.

Making Decisions about Your Microsoft Project Server Setup

Before your system administrator sets up Microsoft Project Server, you need to make a few decisions. Your administrator will need to know the following:

• How many people do you expect to use Microsoft Project Server and Microsoft Project Web Access?
• Will users be able to use Microsoft Project Server authentication, Microsoft Windows NT authentication, or both?
• Will users from outside your corporate intranet require access to Microsoft Project Web Access or Microsoft Project Server?
• Are you going to be using Microsoft Project Web Access for team collaboration?
• Are you going to be using the Document Library and Issues Tracker as part of your Microsoft Project Web Access setup?
• Are you and your team members going to use Data Access Pages through Microsoft Project Web Access?
• What are the user names and passwords for your team members and other users of Microsoft Project Web Access?
• What is the user ID that you'll be using to log on to Microsoft Project Server?
• Are you going to be using enterprise features?
• How often do you want to build or update OLAP cubes?
• If you're using enterprise features, do you want to set up Analysis Services for the Portfolio Modeler feature?

Advanced Resources for Microsoft Project

The Microsoft Project Resource Kit is an online resource that contains information about installing, configuring, and supporting Microsoft Project in a large organization. If you are a system administrator, consultant, Microsoft Certified Solutions Provider (MCSP), or an advanced user, you should take a look at the Microsoft Project Resource Kit for advanced topics like setting up Microsoft Project on a terminal server or customizing calls to the Portfolio Data Service (PDS) security layer in Microsoft Project Server.

The Microsoft Project 2002 Project Resource Kit is available at http://www.microsoft.com/office/project/prk/

Microsoft Project Web Access Setup Issues

Microsoft Project Web Access can be administered by any user who can log on with Administrator privileges. Users with administrative privileges can select the Admin tab and access the following major administrative areas:

Manage Users And Groups. Enables you to add, modify, or deactivate individual user accounts and to create, modify, or delete groups of users.

Manage Security. Enables you to manage security-related aspects of Microsoft Project Web Access.

Manage Views. Enables you to create new project and resource views for users to view project and resource data.

Manage Organization. Enables you to create categories of users to apply permissions to: for example, administrators, project managers, or team members.

Manage SharePoint Team Services. Enables you to manage the servers running Microsoft SharePoint Team Services. These servers store the content that can be viewed in the Documents and Issues sections of Microsoft Project Web Access.

Manage Enterprise Features. Enables you to manage enterprise-related features of Microsoft Project Web Access and Microsoft Project Professional. Enterprise features must be enabled in Microsoft Project Web Access for users to perform enterprise-related activities in either Microsoft Project Web Access or Microsoft Project Professional.

Customize Microsoft Project Web Access. Enables you to set preferences for certain areas of Microsoft Project Web Access, add links or content to your Microsoft Project Web Access Home page, and more.

Manage Licenses. Enables you to track the number of Microsoft Project Web Access users in your organization and compare this to the number of licenses your organization currently has.

Clean Up Microsoft Project Server Database. Enables you to inactivate user records from the database that are no longer needed.

If you need assistance while using Microsoft Project Web Access, click Help in the top right of the browser window to open Microsoft Project Web Access Help. The Help pane appears on the right side of the Microsoft Project Web Access browser window.

Microsoft Project Web Access System Requirements

To use Microsoft Project Web Access, you need Microsoft Project Server set up in conjunction with Microsoft Project Standard or Microsoft Project Professional. In addition, to use specific Microsoft Project Web Access features, you need the following components installed with Microsoft Project Server:

• SharePoint Team Services from Microsoft. This is required if your team is going to be using the Documents Library and Issues Tracking features. SharePoint Team Services is included with Microsoft Project Server.
• Microsoft Office Web Components (OWC)
• Microsoft Internet Explorer, version 5.0 or higher
• 5-15 MB of available hard disk space

Creating New Users in Microsoft Project Web Access

All users of Microsoft Project Web Access or enterprise features must have a user account created in Microsoft Project Web Access. To create a new user account in Microsoft Project Web Access, do the following:

1. Log on to Microsoft Project Web Access.
2. Click Admin to access the Microsoft Project Web Access administrative features. Only users with Administrator privileges will be able to access this section of Microsoft Project Web Access.
3. Click Manage Users And Groups.
4. Click Add User. The Add User page in Microsoft Project Web Access appears (see Figure A-14).

   

   Figure A-14. To create a new user account, you must enter the information in the Add User page in Microsoft Project Web Access.

5. If you choose Windows Authentication, complete the Windows User Account, User Name, and E-mail fields. If you choose Microsoft Project Server Authentication, enter the User Name, Company E-mail Address, and Password. Note that you might not need to enter a company e-mail address if you have already entered this information in the Notifications And Reminders section of Microsoft Project Web Access.
6. Next you need to choose the groups, categories, and global permissions that will be associated with the user. Each group and category has a specific set of permissions associated with it. Global permissions can be set individually or by using a template. To set permissions with a template, select a template from the list (see Figure A-15), and then click the Set Permissions With Template button (see Figure A-16).

   

   Figure A-15. Select a template from the list.

   

   Figure A-16. After you have selected a template, click the Set Permissions With Template button.

After you set up the user accounts, team members just need to use Internet Explorer to go to the designated URL for the Microsoft Project Web Access location, and then enter a valid user name and password.

Microsoft Project Web Access Permissions

Microsoft Project Web Access has dozens of different permissions. Each permission can be set to Allow or Deny at several levels: user, group, template, organization, or category. If a user has a permission set to Deny at any level, this permission will be set to Deny for all levels, even if it is set to Allow somewhere else. For example, if Create Accounts When Delegating Tasks is set to Allow as part of a user's organization, but this permission is set to Deny at an individual user level, this user will never be allowed to create user accounts when delegating tasks to resources.

For more information about permissions and Microsoft Project Web Access, see the topic "Understanding Microsoft Project Web Access Permissions" in the Admin section of Microsoft Project Web Access Help.

Before assigning groups, categories, and permissions to users, spend some time familiarizing yourself with their capabilities. If you aren't sure which permission, category, or global permission to choose, consider using the default settings provided in Microsoft Project Web Access. You can access Microsoft Project Web Access Help at any time by clicking Help in the top right corner of the browser window.

Enterprise Setup Issues

With the enterprise features of Microsoft Project Professional, you have access to powerful standardization, customization, resource management, and executive analysis capabilities across an entire organization.

Enterprise System Requirements

To be able to use enterprise features in Microsoft Project Professional, you need to have Microsoft Project Professional and Microsoft Project Server set up. In addition, you need the following additional components:

• Microsoft SQL Server 2000 Service Pack 1 or later, or Microsoft Desktop Engine (MSDE) 2000 or later. This must be installed before installing Microsoft Project Server.
• Microsoft SQL Server Analysis Services. This is required for the enterprise Portfolio Analyzer feature.

Activating Enterprise Features

After you have Microsoft Project Professional and Microsoft Project Server set up, along with all user names and passwords, you have the pieces in place to activate the enterprise features.

Create Microsoft Project Server accounts first

All user names and passwords must first exist in Microsoft Project Server before they can be used to connect Microsoft Project Professional 2002 to Microsoft Project Server. To learn more about creating user names and passwords, see the section Creating New Users in Microsoft Project Web Access earlier in this appendix.

To connect Microsoft Project Professional to Microsoft Project Server, follow these steps:

1. Click Tools, Enterprise Options, Microsoft Project Server Accounts. The Microsoft Project Server Accounts dialog box appears (see Figure A-17).

   

   Figure A-17. Use the Microsoft Project Server Accounts dialog box to add, remove, and maintain the settings used to connect to Microsoft Project Server.

2. Click the Add button. The Account Properties dialog box appears (see Figure A-18).

   

   Figure A-18. In the Account Properties dialog box you can enter the account name, type of account, and the URL needed to connect to Microsoft Project Server.

3. Complete the Account Name and Microsoft Project Server URL text boxes.
4. Click Test Connection to verify whether or not you have connected successfully to Microsoft Project Server. If the connection is successful, you will be notified with a message box (see Figure A-19).

   

   Figure A-19. This message box appears when you have successfully tested a connection to Microsoft Project Server.

5. If the connection is not successful, a message box notifies you that the URL is incorrect (see Figure A-20). If you receive an error message, check the URL or ask your administrator for the correct URL for the server to which you want to connect.

   

   Figure A-20. If you receive an error message, check with your administrator to get the correct URL for Microsoft Project Server.

6. In the Account Properties dialog box, specify whether you want to use a Windows user account name or a Microsoft Project Server account name to access Microsoft Project Server. Regardless of the type of account name, it must be registered on Microsoft Project Server before you can use it to connect to Microsoft Project Server from Microsoft Project Professional 2002.
7. Indicate whether you want to use this connection and logon setup as the default account. If you choose this option, Microsoft Project Professional 2002 will automatically connect to Microsoft Project Server using the information specified in steps 4 and 6. If this computer is a shared network computer, you might want to consider not using an automatic method unless the user name and the associated permissions are appropriate for multiple users.
8. Click OK to return to the Microsoft Project Server Accounts dialog box.
9. In the Microsoft Project Server Accounts dialog box, indicate whether you want to automatically detect the connection state or manually control the connection state. If you choose Automatically Detect Connection State, Microsoft Project Professional 2002 will automatically connect to Microsoft Project Server using the specified default account shown in Available Accounts. If you choose Manually Control Connection State, users of this computer will be presented with the Microsoft Project Server Accounts dialog box (see Figure A-21). Click Connect to connect to Microsoft Project Server using the highlighted user account, or click Work Offline to open Microsoft Project Professional without connecting to Microsoft Project Server.

   

   Figure A-21. Connect to Microsoft Project Server or work offline.

10. When you are finished, exit Microsoft Project Professional 2002 and then restart.

When you restart Microsoft Project Professional 2002, you will need to add the Microsoft Project Server URL as a trusted site in Internet Explorer. If the URL is not listed as a trusted site, when you restart Microsoft Project, the Microsoft Project Server Security Login dialog box appears. Follow these steps to make the URL a trusted site in Internet Explorer:

1. In the Microsoft Project Server Security Login dialog box, click Make Server Trusted (see Figure A-22). The Microsoft Project Server URL is added to the list of trusted sites in Internet Explorer.

   

   Figure A-22. The URL for Microsoft Project Server must be listed as a trusted site in Microsoft Internet Explorer. You will receive this dialog box when the Microsoft Project Server URL is not listed as a trusted site.

2. You will be prompted to confirm adding the Microsoft Project Server URL to the list of trusted sites (see Figure A-23). Click Yes to add the URL to the list of trusted sites.

   

   Figure A-23. Click Yes to add the Microsoft Project Server URL to the list of trusted sites in Microsoft Internet Explorer.

3. If the URL for Microsoft Project Server is incorrect, you will not be able to continue and you will be returned to the Microsoft Project Server Security Login dialog box (see Figure A-24). At this point, it is recommended that you click Cancel to quit logging on to Microsoft Project Server, and then choose to run Microsoft Project Professional 2002 offline. Verify the URL for Microsoft Project Server with your administrator and then reenter the information in the Microsoft Project Server Accounts dialog box as described earlier in this section.

   

   Figure A-24. Check with your administrator to verify the URL for Microsoft Project Server if you see this dialog box.

4. After the Microsoft Project Server URL is listed as a trusted site in Internet Explorer, you can log on to Microsoft Project Server. The Username And Password page of the Microsoft Project Server Security Login dialog box appears (see Figure A-25).

   

   Figure A-25. Enter your password and click the Go button to connect Microsoft Project Professional 2002 to Microsoft Project Server.

5. The user name listed here is the default user name specified in the Account Name field in the Account Properties dialog box. This user name and password must also be created in Microsoft Project Server before you can log on. Enter the password and click Go. If everything is properly set up, you will connect to Microsoft Project Server. If you were unable to connect to Microsoft Project Server, check with your administrator or project manager to make sure you have the correct user name and password.

If you have added an incorrect URL to the list of trusted sites in Internet Explorer, you can remove it. Click Tools, Internet Options. In the Internet Options dialog box, click the Security tab. Click the Trusted Sites icon, then click Sites. The Trusted Sites dialog box appears. Highlight the URL you want to remove, and then click Remove.