Extending Project Server 2010 for Extranet Users

A common requirement for many SharePoint and Project Server deployments is to have an external facing interface using an alternate Forms based authentication method, the most common is using an ASP.NET SQL provider which since the 2007 version is the one of the simplest options. With 2010 however and Claims authentication this requires that you convert your existing Windows authenticated Web Applications to Claims based NTLM authentication, this process is well documented online for SharePoint 2010, however I have recently found that with Project Server 2010 a number of problems can be encountered.

Here is a typical error with the Project Details webpart after conversion:

image

[Hi Google: (An unknown error has occurred)]

In this blog I’m not going to cover the whole process of setting up Extranet access, I’ll leave it to you to read some of the other excellent blogs on the topic linked below. What I will cover is how to do the not-so-well documented parts.

 

To Start With: Procedure to Setup Extranet Access

The general procedure for extending a Project Server application for extranet users is something like this:

  1. Provision a ASP.NET SQL membership Provider.
  2. Extend the Web Application to add an Extranet zone.
  3. Configure the Claims membership providers in the web.config files.

References for these steps:

  1. MMohanty: http://blogs.technet.com/b/mahesm/archive/2010/04/07/configure-forms-based-authentication-fba-with-sharepoint-2010.aspx
  2. Geoff Varosky: http://gvaro.wordpress.com/2011/03/28/planning-and-configuring-extranets-in-sharepoint-2010part-1/
  3. Geoff Varosky: http://gvaro.wordpress.com/2011/04/01/planning-and-configuring-extranets-in-sharepoint-2010part-2/

If you have followed those steps discussed in the links, then when you will likely have found that you are seeing all sorts of security issues after changing your Classic Web App to Claims.

In short the error above originates from the procedure used to migrate the application to Claims:

image

(WARNING: Don’t use the above commands!)

Unfortunately this does not fully migrate the SharePoint application and from my experience will lead to errors such as the first one above.

 

Migrating the Web Application to Claims Without Issues

Fortunately Microsoft has a well documented procedure: http://technet.microsoft.com/en-us/library/gg251985.aspx

$WebAppName = "http:// yourWebAppUrl"
$account = "yourDomainyourUser"
$wa = get-SPWebApplication $WebAppName

Set-SPwebApplication $wa -AuthenticationProvider `
  (New-SPAuthenticationProvider) -Zone Default

Note: that the above commands migrate ALL Web Applications sharing that URL, it is not possible to only migrate your Extended application!

That command will migrate the web application fully and prepare it for Claims authentication, and don’t forget the TechNet article discusses the need to update your portalsuperreaderaccount and portalsuperuseraccount accounts if they have been set, which can be done easily using the following commands:

$wa.Properties["portalsuperuseraccount"] = "i:0#.w|domainapppool"

$wa.Properties["portalsuperreaderaccount"] = "i:0#.w|domainapppool"

$wa.Update()

 

Migrating Users to Re-enable Login

Once your Web App is in Claims mode then you will still need to migrate your AD users, this part is not so well documented.

Essentially you need to use the PowerShell command Move-SPUser to move all of your existing “DOMAINusername” users to the new Claims-NTLM identity “i0#.w|domainusername”.

Before you can do this you need to ensure that your admin user has permissions to access this site, this can be done from Central Admin by updating the Web Application Policy:

image

 

Add or re-add your user account (DOMAINadminuser) with Full Control to the web application in question, before proceeding with the following steps. (Note: the above Policy should now show your Admin user with the User Name like so; “i:0#.w|domainadminuser”)

Next, here is the command to migrate a single user:

Get-SPUser -web http://server/pwa -identity "DOMAINuser" | Move-SPUser -NewAlias "i:0#.w|domainuser" –IgnoreSID

The command will actually give the following error:

image

However if you then use Get-SPUser you will note that the account has actually been migrated.

So for my purposes I wrote the following script which will migrate all users without the claims prefix “i:0#.w|” (Yep ignore those errors!):

$UsersToMigrate = Get-SPUser -web http://server/pwa | `

  where {$_.UserLogin –like ‘DOMAIN*’ }

 

ForEach ($user in $UsersToMigrate)

{

  Get-SPUser -web http://server/pwa -identity $user | Move-SPUser `

    -NewAlias ("i:0#.w|"+$user.UserLogin.toLower()) -IgnoreSID

}

After running the above, users should now be able to login to your migrated Web Application with any AD user!

If you see other errors running either that script or the above command by itself, make certain that you can do the following without errors:

Get-SPUser –web http://server/pwa

If not check your web policy again as above.

 

Finally Adding Your Claims Users to PWA

Now we have a fully migrated Claims-NTLM Web Application in addition to a newly created Extranet Claims Web Application which is attempting to use a Forms membership provider (SQL-MembershipProvider if you following the steps linked above).

The next steps are again well documented in the links above, configure your web.config files and then setup your SQL users.

The final problem you may face when attempting to add your new forms users to PWA, assuming (if using SQL that your ASPNETDB database permissions are correctly set) then adding the users to SharePoint will be easy using Site Actions – Site Permissions – Grant Permission, however what you will may see when attempting to add to Users to PWA is an error like the following:

image

(Error Message: The NT account specified is invalid. …)

This is because the user has not yet been added to the SharePoint site collection which fortunately is easy enough to fix, just add the user to SharePoint from Site Permissions first!

From Site Actions –> Site Permissions:

image

image

As long as SharePoint can find the user (make sure to use the full username!) then once you hit Ok the user identity will be added to the Site Collection, and then you will be able to add the user to PWA!

FYI if like me you like doing things in bulk here’s the PowerShell command to do the above:

New-SPUser -UserAlias "i:0#.f|SQLMembershipProvider|JaneDoe" -Web http://server/pwa -DisplayName "Jane Doe" -Email [email protected]

 

All done, enjoy your forms membership provider!

Share and Enjoy !

0Shares
0

Auto-publish of Task Status Updates in SP1

While investigating a solution for a customer who has a pretty common problem I came across another new feature to be included in Project Server 2010 Service Pack 1.

The problem comes about from the requirement to regularly publish project schedules to ensure that reporting data is kept up to date, this is particularly important when using Project Server timesheets which effectively demands that every active project be published at least once per period.

Normally this is okay, but when managing small projects some PM’s may have dozens or more active projects resulting in a significant administrative burden.

What’s new in SP1?

It seems that one of the unannounced new features is the inclusion of an option to “Automatically Publish” Task Updates approved by a rule, apparently the Status Approvals rule configuration will include this to make many of our lives easier!

I look forward to seeing it, and will update this post post release.

Update:

Looks like a few others a confirming this, see Christophe’s blog for some screenshots:

Share and Enjoy !

0Shares
0

Service Pack 1 Announced for Project and SharePoint 2010

The end of June is the date announced for the release of SP1 for Project, Project Server and SharePoint 2010, one new feature (or ‘fix’) that is very exciting is:

  • Multi-Browser Support for time entry in Project Web App – Post on 5/17
    • With SP1, Project Web App pages needed by team members to submit task status and timesheets are supported on FireFox, Safari, and Chrome.

Finally some support (albeit limited) for non-IE browsers!

Read more about SP1, here (Official Project Blog) and here (Office Sustained Engineering Blog).

Update 16/07:

Here’s a screenshot using Chrome:

 

Share and Enjoy !

0Shares
0

Customising Workspace Site Permissions with Code

A very frequent request I get is how to change the default permissions assigned by Project Server to Project Workspace Sites for all projects, unfortunately this is not something that is configurable in Project Server so the only option out of the box is to disable the permissions sync and manage those permissions manually. Of course if you don’t want Administrators to manage every user manually this is not an option.

This is made more annoying if you want PM’s to be able to manage the site, as by default they only have Contribute like access.

There are a few options that exist out there, notably this one; Adjust the Default Project Web Access Permission Levels, which uses a SharePoint timer job to manage the default Permission Levels. However I have had need for something simpler, and so recently for a customer I implemented the following:

 

Modifying Basic Site Permissions using Project Events:

My solution is by intent extremely simple, so simple that I will include the main piece of code below (as well as having the full solution attached), in short what this code does is the following:

On Publish of any project does the following;

  1. Retrieves the OWNER of the Project
  2. Retrieves the Workspace Site of the Project
  3. Adds the Owner to the default SharePoint role SPRoleType.Administrator

So as you can see it only updates one user’s permissions, however it would be trivial to update the code to do more based on the Project Team and other requirements.

Here is the bulk of the code:

if (wssData.ProjWssInfo.Count == 0)
{
  LogEventEntry(String.Format("No workspace site found for project: {0}", 
    projectData.Project.First().PROJ_NAME), EventLogEntryType.Warning);
}
else {
  // Open the SPSite and web
  using (SPSite pwsSite = new SPSite(wssData.ProjWssInfo[0].PROJECT_WORKSPACE_URL))
  {
    using (SPWeb pwsWeb = pwsSite.OpenWeb())
    {
      // Handle Null Email Address
      String ownerEmail;
      if (resourceData.Resources.First().IsWRES_EMAILNull()) ownerEmail = "";
      else ownerEmail = resourceData.Resources.First().WRES_EMAIL;

      // Add the new role assignment to the Owner
      SPRoleAssignment roleAssn = 
        new SPRoleAssignment(resourceData.Resources.First().WRES_ACCOUNT,
          ownerEmail,
          resourceData.Resources.First().RES_NAME,
          "Project Owner");
      SPRoleDefinition roleDefn = 
        pwsWeb.RoleDefinitions.GetByType(SPRoleType.Administrator);
      roleAssn.RoleDefinitionBindings.Add(roleDefn);

      pwsWeb.RoleAssignments.Add(roleAssn);
    }
  }
}

 

The code is bound to both OnPublished and OnSummaryPublished (to get the Save from PWA also), and ensures that the Owner will always have Admin rights, and if not all the PM has to do is republish.

Download only the WSP package here with – basic – instructions.

Download the full source package here.

Notes:

  • As an Event the solution runs under the security context of the Project Server Event Service account, and so this user must be a user in PWA with appropriate access, I use administrator however it could get by with less.
  • This completely ignores the WssSync jobs created by Project Server, as such some actions such as AD sync and group membership changes can apply permissions outside of typical Publish events. However in my experience with 2010 this will not remove existing SharePoint permissions (see one of my previous blogs on this).
  • The solution is built with Visual Studio 2010 and packaged as a WSP allowing for simple installation using typical SharePoint means.
  • The solution uses Project Server 2010 WCF methods to access the PSI, and so without modification it will not work on Project Server 2007.
  • The solution logs error information to the Event Log and not the ULS, this is because I’m lazy. However it means that on Windows Server 2008 if the user (Event Service Account) is not a local admin it will fail and log nothing.

 

Post comments with any questions or additions even, but please note that I can’t provide support for the standalone WSP package.

Share and Enjoy !

0Shares
0

Understanding Changing Assignment Units in Project

Often I am asked by Project users about assignment units and how can you explain the behaviour in MS Project, most often the questions are around why the % assigned units of a particular resource assigned to a task (an assignment) can change unexpectedly.

The situation can be explained through the following scenario using MS Project 2007:

  1. A Project Manager creates a task of 10 days, assigns a resource and sets the Units to 20% (15 hours of work with 1.5 hours planned per 7.5 hour day) using the task settings of Fixed Duration and Not Effort Driven.

image

  1. Now the Resource submits a timesheet that contains Monday = 1.5h, Tuesday = 0h, Wednesday = 1.5h.
  2. After the status update is accepted into the plan the resource Assignment Units has changed to 23% and a gap is shown in the Gantt chart bar.

image

This behaviour is expected. The cause is due to the missing day (Tuesday) of work which results in an additional 1.5h of work being spread across the remaining days of the task resulting in each remaining day now having 1.72 hours of work, or put another way a ‘peak’ assignment units of 23%.

This can lead to some confusion when looking at project schedules as if like many people your organisation assigns resources to work on such % allocations, typically through an approval process which dictates the "maximum" % allocation for any given resource.

The solution for the PM of course is to reduce the remaining work to return the peak units back to 20% ie in the above example subtract 1.5h work from the total. To see this do the following to correct the units in the above example:

  1. The Project Manager now edits the remaining work for the given task and reduces it by 1.5h, now the Units returns to 20%.

image

 

What’s new in Project 2010?

This behaviour has changed significantly in Microsoft Project 2010! In fact the behaviour now is closer to what you might expect; Microsoft has introduced a new field in addition to Assignment Units you now have Peak Units which shows exactly what you might guess from the name in the example above, in short you can see both the original “assigned units” of 20% and the actual “peak units” of 23% together.

See the following quote from Microsoft:

"In Project 2007, and previous versions, when this value differs from 100% we show it next to the resource name in the Gantt chart. For Project 2010 we’ve made some changes to the way that the Assignment Units field is calculated. Primarily, these changes were made in response to customer feedback about the way calculations were impacted when resources entered overtime work. For this release we’ve clarified the definition of the Peak field and the Assignment Units field which previously had some functional overlap but now fill more defined, separate, roles. As a result of these changes the Assignment Units field is no longer automatically modified to be greater or less than default value of 100%; as a consequence the field does not show up in the Gantt chart as often as it used to."

Source: Assignment Units in Project 2010

For more information on task types, assignments and such here is another good read on the topic;

Task Types: Don’t Get Frustrated!

Share and Enjoy !

0Shares
0

Resetting Lost Permissions in Project Server 2010

I came across an unexplained issue recently with an ‘old’ Project Server 2010 customer, in short what happened was many of the permissions across the Project workspace sites were lost. Unfortunately the loss was triggered by performing a Playbooks (2010 version) backup of the server configuration which was even more concerning, considering that is such a commonly used tool.

In short we needed a way to restore all of the workspace site permissions to what they should be, without having to manually action each site.

 

Some background:

As it turns out Project Server 2010 has (once again) drastically changed the way that workspace site permissions are managed, fortunately changed for the better as now the behaviour is something like this:

  1. On first publish or creation of the workspace all appropriate users are granted permissions based on their group memberships and if they are a member of the project team. (Just as it previously worked)
  2. Subsequent publish jobs trigger another ‘Workspace Create’ job which now only adds new permissions but does not remove any existing ones, such as when a new team member is added to the plan. (This is similar to 2007 SP2)
  3. Active Directory Sync jobs trigger a permissions sync which acts just like #2.

The big differences are the following:

  1. During the sync NO permissions are removed. Thus correcting the old situation where an AD sync during business hours could result temporary permission losses.
  2. Manually changed permissions at the SharePoint level are respected. For instance if you remove a particular user from a SharePoint site, Project Server will not add it back in either of the standard permissions sync jobs above.

 

The Solution: To Restore All Permissions

As you may have found for yourself due to the new behaviour if a user is deleted from the SharePoint site, re-publishing a project will no longer fix the permissions. As such a new solution was needed in my case where permissions were lost across all sites:

  1. Create a new Project Server group containing all users.
  2. Assign My Organisation Category to that group.
  3. Assign Permission ‘View Project Site’ to My Organisation category.
  4. Save the new group (and wait for queue jobs to complete).
  5. Once confirmed permissions working delete the group (and again wait for the queue).

This will force a full refresh of the workspace site permissions across all users and all sites. Due the the new method of handling permissions it will only add each user with a minimum of ‘Reader’ unless they have another group which applies like Project Manager or Administrator, once you complete step 5 those unnecessary Readers will be removed, leaving only the correct permissions.

 

HTH,

Share and Enjoy !

0Shares
0