EPM2010 SP1 - How does it impact you? And, the Mystery behind Patching Process. If you missed my last webinar, here is the link to download the PPT copy. Hope this helps. Topics covered; 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

1. EPM2010 SP1 - How does it impact you?
Presented by, PJ Mistry
(Projects Director, Microsoft EPM & SharePoint Consultancy)
Email: pj@projectsolution.com
Web: www.projectsolution.com
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Presented by, PJ Mistry
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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.EPMAPPSTORE.com
Contact him at: pj@projectsolution.com . Follow him on Twitter @EPMSolution or blog www.EPMGuy.com.
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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,
And more……being added
Utilities, etc
 EPMAPPSTORE.com – Business “Want to get the most
Productivity Add-on Solutions out of your existing
EPM/ SharePoint
investments?”
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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 email me or
use Discussion Forum @ MPUG. NOT Break-Fix Support!
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5. Key Changes
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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
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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.
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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’.
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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.
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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 2010. This full planning
capability did not make it in the RTM
version of Project Server 2010.
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.
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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.
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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.
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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.
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14. Considerations
prior to Patching
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15. EPM2010 – Service Pack Vs CU
Service Pack 1
 Regression tested all fixes released through April 2011.
 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.
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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.
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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!!
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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
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19. Approach to
Patching
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20. EPM2010 – Patching, Getting Started
Validate your Farm!!
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21. EPM2010 – Patching Process, Summary
The high level steps, for deploying Service Pack 1 or CU, are encapsulated in
the following figure;
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22. EPM2010 – Patching Process, Summary
The high level steps, for deploying Service Pack 1 or CU, are encapsulated in
the following figure;
Project Server
“Package”
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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
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24. EPM2010 – Patching Process
Step #1 – Stopping Services
Disconnect users and stop services from accessing databases;
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25. EPM2010 – Patching Process
Step #2 – Updating Web/App Servers
The update process itself is simple enough as long as you follow the steps;
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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.
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27. EPM2010 – Patching Process
Step #3 – Upgrading Web/App Servers
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28. EPM2010 – Patching Process
Step #3 – Upgrading Web/App Servers
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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.
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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.
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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
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32. FAQ
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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.
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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??
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35. Thank You!
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EPM2010 SP1 - How does it impact me?
Presented by, PJ Mistry
(Projects Director, Microsoft EPM & SharePoint Consultancy)
Email: pj@projectsolution.com
Web: www.projectsolution.com
Connecting People to Business Processes
EPMAPPSTORE.com
Presented by, PJ Mistry
Slide 35
- Connecting People to Business Processes
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