License Management in 2013

One of the few questions that I have regularly been asked by just about every customer I have ever worked with is about licensing. Unfortunately I don’t have an MS Degree in the topic, as these days it seems you need to have one! It’s far too easy to get conflicting advise as to how and what features can be used with what license. E.g. Can a non-PWA CAL see Project Server reports?

Fortunately in the 2013 SharePoint and Project Server release Microsoft have given us what I consider to be the best kind of answer; a technical one! You can’t get more accurate that a error message stating that you do not have a license to view this content!

Read More: Introduction to User License Enforcement in SharePoint Server 2013

Finally I can tell customers that those PWA CALs can be used for *this*, and the rest of your users just need *that*!

 

Enabling Project User License Mapping

The link above talks about what you need to know to setup the new License Mapping feature, but here’s a quick summary;

1. Enable the feature via PowerShell;

Enable-SPUserLicensing

2. Create a mapping to your Active Directory “Team Members” (or other) group;

$map = New-SPUserLicenseMapping -SecurityGroup "DOMAINPS Team Members" -License Project

3. Finally add the mapping to the farm

Add-SPUserLicenseMapping -Mapping $map

 

Note: By completing step #1 above you will DENY all users access to Project and other SharePoint features (including Enterprise Features and Office Web Apps), that is until you run steps #2 and #3 for all the license types which you need to map.

 

Effects of Project License Mapping

Now the interesting part, given two users: Me and my favourite resource Test User what when I am the only licensed user (a member of Team Members AD group), what is restrictions are enforced on Test User?

First and foremost, when Test User tries to open PWA this is what he gets:

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Good stuff, but what about if I assign some work to Test and share my site with him?

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Now this is promising, what about Risks / Issues, etc?

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Looks like that permission only restricts PWA access, this is actually exactly what I wanted (to be clear; exactly what many customers have asked me for in the past).

Lastly what about Reports?

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Looks like Test can get to BI centre (via URL directly not PWA) once it’s shared!

 

The Catch?

I honestly don’t know.

I suspect that there may be one as all previous advice I have had from Microsoft is that, quote; ‘Any user who accesses any Project data must be licensed.

However as I said before, technical answers (true / false style) make me rather more comfortable about the truth of a particular question as opposed to conflicting advice.

 

Disclaimer

Do not take this blog as licensing advice, I do not work for Microsoft (that was a long time ago) and the views expressed here are entirely my own.

Speak to your Microsoft Reseller or Account Manager if you have any specific licensing questions.

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The New Project (e.g. Project Pro & Server 2013)

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I’ve been fortunate enough over the past two weeks to be able to find time to attend both TechEd and Project Ignite here in Australia, (thank you to my customers for giving me the time away! – you know who you are) so after all that time spent with the people from Redmond I want to do a full write up of what is new in the new version of Project and SharePoint soon to be with us.

I’m going to break this up into a few sections to focus on the relevant areas by audience detailing what it actually means to you, but to start with a quick summary as I see things;

 

Top 10 New Features in Project 2013

In no particular order;

  • Project Online – The Microsoft Hosted version of Project Server 2013.
  • New Look and Feel – A clean new Windows 8 style (Metro) interface.
  • Demand Management Workflows in SharePoint Designer and Visio – Create / update your workflows without development or 3rd party solutions.
  • Project Professional Reports re-written – The old Visual Reports have been replaced with a Excel like pivot charts / reports out of the box.
  • Apps for SharePoint and Office – An App Store and a new model of extensibility for Office, Project Server and SharePoint (CSOM, JSOM, REST, etc).
  • SharePoint Task List Project – A new type of ‘simpler’ project managed through a SharePoint Task list.
  • New Reporting Features with PowerView and OData – Excel 2013 or Excel 2010 with PowerPivot provide a new level of reporting capabilities used out-of-the-box.
  • MS Project Scheduling Engine in the Server – Allows for new features like setting baselines and managing cost / material resources from PWA.
  • SharePoint Permissions Mode – Optionally replaces the Project Server Permissions Mode aligning with existing SharePoint permissions.
  • SharePoint Work Management Service – Aggregates tasks across Project, SharePoint, Exchange and potentially other business systems. Thanks to this (I think) Exchange integration now supports updating calendars!

 

What’s New for your PMO

Typical users of Project including Project Managers, Business Analysts, Executives and even just Timesheet users will see a number of benefits in the New Project;

Firstly the changes to the scheduling engine although very technical is one easily overlooked great new feature, not only will brining new features into Online Editing in PWA allowing organisations to streamline various business processes where in the past users had to switch between the web client and the desktop client, but quite simply it will save on licensing costs when even less users require the full desktop client!

Next, in the past I often have overlooked Project Pro reporting capabilities, admittedly because the old Visual Reports have changed little since 2003. But now the old has been thrown out and replaced with a totally new way of reporting, add to which some new fields showing cumulative data makes quick effective reporting on project schedules a snap.

Apps for Project and SharePoint is a completely new and I expect in some minds under-appreciated new feature. The potential of fully context sensitive, user relevant and yet accessible apps designed to support and extend project task information combined with server data, SharePoint and even 3rd party data may not be immediately obvious, but if you doubt the potential then just watch this space.

The changes to Demand Management are long overdue, no longer will you or your consultants need to spend time and money to build custom developed workflows when now they can now be built using familiar and accessible tools like Visio and SharePoint Designer.

Finally Project Online, if you are not already online with your EPM (ahem – blatant plug), then this could well be the killer feature for your team or organisation. Try it out now online and see for yourself: http://www.microsoft.com/project/en-us/preview/default.aspx

 

What’s New for IT Departments

Many people I spoke to the past few weeks described this as a ‘plumbing’ release, in other words one focused on improving the backend more than the frontend. I have to agree to an extent, although a number of the features mentioned above already make it well worth the upgrade for any IT Department, when you dig deeper the benefits for those tasked with supporting and developing this are significant.

Firstly not mentioned in the Top 10 above; Performance. A number of changes like the database consolidation, the direct data access from the web tier among many many others make this release noticeably faster than anything before it!

After performance one of the most common deployment related issues with Project Server is the specialty skills needed in addition to the already hard to come by SharePoint skills most IT departments covet. This release brings a number of features to improve matters here; SharePoint Permissions mode alone removes the biggest excuse most SharePoint admins have for not supporting Project Server on SharePoint!

Reporting and BI although often more a PMO function I’m going to include down here due to the technical nature of many of the improvements, OData for one is entirely backend in nature, however when combined with some of the features of PowerView (or PowerPivot) it makes consolidated fully interactive and dynamic reporting a snap.

Finally developers will love and hate this release, a completely new set of API’s for Project Server (and SharePoint) resolves a number of pain points we’ve all experienced with the Project Server Interface and SharePoint Object Model. But of course will bring with it a whole new set of limitations and drawbacks! However when you read between the lines you can only come to one set of conclusions; new API’s to learn (CSOM), in some cases new languages (JSOM) and finally when you think it all though plan for the eventual deprecation of the old interfaces. Yay, I love learning don’t you? :)

 

Links to find out more

Try Project Pro 2013 Preview for yourself:

Try Project Online Preview now:

Start Developing Apps for Project and SharePoint:

 

Thanks Christophe, Jan, and all the other great speakers at TechEd!

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Task Pane Apps in Project Pro 2013

This is a nice new feature caught my eye this week; Task Pane Apps. What are they you say? Well a picture often is better than a thousand words:

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(Picture source: http://msdn.microsoft.com/en-us/library/office/ee767690.aspx)

The Product Guide is BACK!

As you can see in the image something that looks a lot like the good old Project Guide of 2003 / 2007 (hidden but still around in 2010) has returned, only now it is far more usable.

What’s new? Why does this excite me so?

The screenshot shows a view of the open project compared with Project Server data, and this is why I’m excited, not by what is shown but through the potential to deliver PDP like web content to the MS Project Client. Link this with the Demand Management workflow and contextual governance information, and you’ve finally got a compelling solution to to the gap between SharePoint based PDP’s and MS Project client where admit it most PM’s still spend all their time.

Good riddance to the useless old Project Information page!

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Project Server 2013 Preview First Impressions

First impressions matter and so far I’m impressed.

Exciting Stuff (in no particular order)

  • SharePoint Security model – no more Manage Users / Groups! Literally, the links are gone! Awesome.
  • Integration of PDP’s and the Project Site is great! Such a simple change but it does improve the navigation.

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  • Set Baseline from PWA! (If that doesn’t excite you then think about it; Baseline through Demand Management / Governance Workflows!)

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  • Performance is good – granted my lab runs on SSD but page loads are fast, perception of performance is very good.
  • SharePoint Task List projects are nice, perfect replacement for what would currently be a basic online edited project. I especially love the fact that from Project Centre New Project throws the user directly into the Project Site after creation!

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  • Timeline all over PWA – love it! (So will my customers!)

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The not so great

  • Still cannot do % allocations in PWA. :(
  • Need to read-up on what happened to Security Categories my favourite miss-understood Project feature.
  • I still can’t find the site breadcrumb? (e.g. Navigate back to PWA from a project site)

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I like polite software…

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It’s nice of Microsoft to recognise us tireless techies who spend the majority of their lives watching progress bars.

Needless to say I’ve got the 2013 preview itch this week, very keen to see under the hood of some of the new features (tenancy, CSOM, etc), so stay tuned..

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