Christophe Fiessinger's Blog
Updates on Microsoft's Enterprise Social Networking (ESN) and Project Portfolio Management (PPM) offerings

  • Christophe Fiessinger's Blog

    Customizing Analysis Services Cube Using Analysis Management Objects (AMO)

    This post describes the steps required to perform SQL Analysis Services 2005 Project Server 2007 Cube customization using Analysis Management Objects (AMO).

    (sample code below)

    THE CODE

    References

    To be able to override an EPM 2007 Event Handler and do AMO customization you will have to add the following references to the C# Class Library solution:

    ¾  C:\Program Files\Microsoft SQL Server\90\SDK\Assemblies\Microsoft.AnalysisServices.dll

    ¾  C:\Program Files\Microsoft Office Servers\12.0\Bin\Microsoft.Office.Project.Server.Events.Receivers.dll

    ¾  C:\Program Files\Microsoft Office Servers\12.0\Bin\Microsoft.Office.Project.Server.Library.dll

    Event Handler

    The CubeProcecessedEvent is overridden to launch our Analysis Services Cube customization once the standard EPM 2007 cube has been built:

        // Override CBS event to call custom AMO code

        public class CubeProcessedEvent : CubeAdminEventReceiver

        {

            #region Public Methods

     

            public override void OnCubeProcessed(PSContextInfo contextInfo, CubeAdminPostCubeProcessEventArgs e)

            {

                base.OnCubeProcessed(contextInfo, e);

     

                // Process Analysis Services customization

                ProcessCubeCustomisation(e.DbName);

            }

     

    Retrieving AS DB Connection Strings

    // --------------------------------------------

    // STEP 0: Retrieve Analysis Services server configuration from

    // Microsoft.Office.Project.Server.Eventing.exe.config

    // --------------------------------------------

    string connectionString = ConfigurationManager.AppSettings["ASConnectionString"];

    The CONFIG file is located under: C:\Program Files\Microsoft Office Servers\12.0\Bin

    Analysis Services Cube Customization

    This is the main method doing all the Analysis Services customization (using AMO):

    private void ProcessCubeCustomisation(string databaseName)

      {

    Stopwatch timeToProcess = new Stopwatch();

    timeToProcess.Start();

    bool success = false;

    string msg = string.Empty;

     

    try

    {

        // --------------------------------------------

        // STEP 0: Retrieve Analysis Services server configuration from

        // Microsoft.Office.Project.Server.Eventing.exe.config

        // --------------------------------------------

        string connectionString = ConfigurationManager.AppSettings["ASConnectionString"];

     

        // --------------------------------------------

        // STEP 1: Connect to Analysis Services server.

        // --------------------------------------------

        Server asServer = new Server();

        asServer.Connect(connectionString);

     

        // --------------------------------------------

        // STEP 2: Locate the necessary OLAP objects.

        // --------------------------------------------

        Database p12Database = asServer.Databases.GetByName(databaseName); // this throws exception if the database is not found

        Cube mspPortfolioAnalyzer = p12Database.Cubes.GetByName("MSP_Portfolio_Analyzer");

        Dimension taskListDimension = p12Database.Dimensions.GetByName("Task List"); // this throws exception if the dimension is not found

     

        // --------------------------------------------

        // STEP 3: Perform OLAP customisation

        // --------------------------------------------

        DimensionAttribute tnDimAtt = taskListDimension.Attributes.Add("Task Name");

        tnDimAtt.Usage = AttributeUsage.Regular;

        tnDimAtt.Type = AttributeType.Regular;

        tnDimAtt.OrderBy = OrderBy.Name;

        tnDimAtt.KeyColumns.Add(CreateDataItem(p12Database.DataSourceViews[0], "MSP_EpmTask_OlapView_Dimension", "TaskName"));

        tnDimAtt.NameColumn = CreateDataItem(p12Database.DataSourceViews[0], "MSP_EpmTask_OlapView_Dimension", "TaskName");

     

        // Create Task Name Hierarchy

        Hierarchy tnHierarchy = taskListDimension.Hierarchies.Add("TaskNameHierarchy");

        DimensionAttribute tlAttribute = taskListDimension.Attributes.GetByName("Task List attribute");

        tlAttribute.AttributeRelationships.Add("Task Name");

        tnHierarchy.Levels.Add(tnDimAtt.Name).SourceAttributeID = tnDimAtt.Name;

        tnHierarchy.Levels.Add(tlAttribute.Name).SourceAttributeID = tlAttribute.Name;

     

        ValidationErrorCollection errorCol = new ValidationErrorCollection();

        taskListDimension.Validate(errorCol, true);

     

        // --------------------------------------------

        // STEP 4: Process updates

        // --------------------------------------------

        // Process dimension update

        p12Database.Update(UpdateOptions.ExpandFull);

        p12Database.Process(ProcessType.ProcessFull);

     

        success = true;

    }

    catch (Exception e)

    {

        msg = "FAILED to process AS customisation, exception: " + e.Message;

    }

     

    timeToProcess.Stop();

    if (success)

        WriteEvent("SUCCESSFULY processed AS customisation, Time= " + timeToProcess.Elapsed.ToString(), EventLogEntryType.Information, 9999);

    else

        WriteEvent(msg + " , Time= " + timeToProcess.Elapsed.ToString(), EventLogEntryType.Error, 9999);

      }

     

    DEPLOYMENT

    Event Handler with Custom AMO Code

    The procedure to deploy custom Event Handler (calling custom AMO code) is as follow:

    Register Event Handler

    1.      Connect to the PWA server and go to Server Settings

    2.      Select Operational Policies -> Server-Side Event Handler Configuration

    3.      Select Cube Admin -> Cube Processed

    Event

    4.      Enter the following information and click Save:

    Name

    Contoso Task Name Hierarchy

    Description

    Custom AMO code that aggregates tasks by name

    Assembly Name

    MicrosoftFrance.MCS.EPM2007.Events.ContosoAMO, Version=1.0.0.0, Culture=Neutral, PublicKeyToken=9af84715c1210e08

    Classe Name

    MicrosoftFrance.MCS.P12.Events.ContosoAMO.CubeProcessedEvent

    Order

    1

    Once the assembly has been deployed it should appear as shown below (takes a few minutes to take effect).

    CustomEvent

    Deploy Custom Assembly

    1.      Copy compiled assembly MicrosoftFrance.MCS.P12.Events.ContosoAMOEvent.dll from proper BIN directory to C:\WINDOWS\assembly (Drag & Drop)

    2.      Assembly should now appear in the folder as shown below:

    Assembly

    Add Eventing Config Parameters

    1.      Copy the EPM Eventing config file located under C:\Program Files\Microsoft Office Servers\12.0\Bin\Microsoft.Office.Project.Server.Eventing.exe.config to have a backup and open the file using an XML editor

    2.      Add the following parameter: ASConnectionString

    3.      <configuration>

    4.         <runtime>

    5.            <assemblyBinding xmlns="urn:schemas-microsoft-com:asm.v1">

    6.               <probing privatePath="ProjectServerEventHandlers"/>

    7.            </assemblyBinding>

    8.         </runtime>

    9.          <appSettings>

    10.             <add key="ASConnectionString" value="CHRISFIE03\SQL" />

    11.       </appSettings>   

    12.   </configuration>

    TESTING

    First you will have to the build the cube with the newly deployed customization.

    The CBS (Cube Building Process) will look like this:

    ===== Initiating cube build process =====

    [2/27/2007 8:45 AM] Cube build request message has been added to the Project Server queue

    ===== Verifying and running pre-build server event handler =====

    [2/27/2007 8:46 AM] Verifying and running pre-build server event handler

    ===== Determining database and cube structure =====

    [2/27/2007 8:46 AM] Cube build initialization started

    [2/27/2007 8:46 AM] OLAP database and cube structure was determined successfully

    ===== Building database and cubes =====

    [2/27/2007 8:46 AM] Cube build session started

    [2/27/2007 8:46 AM] Analysis Services session started

    [2/27/2007 8:47 AM] 26 of the NT accounts that correspond to users that have 'View Olap Data' permission could not be added to the Project Server default OLAP role 'ProjectServerViewOlapDataRole'

    [2/27/2007 8:47 AM] Analysis Services session completed successfully

    ===== Verifying and running post-build server event handler =====

    [2/27/2007 8:47 AM] Verifying and running post-build server event handler

    ===== Processing OLAP database =====

    [2/27/2007 8:47 AM] Process OLAP database session started

    [2/27/2007 8:47 AM] Analysis Services session started

    [2/27/2007 8:49 AM] Analysis Services session completed successfully

    ===== Verifying and running post-process server event handler =====

    [2/27/2007 8:49 AM] Verifying and running post-process server event handler

    ===== Process Completed =====

    [2/27/2007 8:51 AM] Cube build request completed successfully.

    Ensure that the newly added hierarchy has been added to the cube using Visual Studio:

    PortfolioAnalyzer

    Specifically:

    New Hierarchy

    Use Excel’s Pivot Table to validate change, for instance:

    Work the show is a task that appears in both the Boat Show and Consumer Technology Show projects:

    Time

    2007

    Values

    Row Labels

    Actual Work

    Work

    Work the show

    0

    160

    Boat Show

    0

    96

    Consumer Technology Show

    0

    64

    Grand Total

    0

    160

    That’s it!

    LESSON LEARNED

    ¾  All EPM 2007 cube customization should be tested extensively prior to any deployment into a Production environment.

    ¾  Adding custom customization at the end of the Cube Building process will also increase the time it takes to refresh the cube.

    ¾  Figuring out the proper UpdateOptions & ProcessType could be tricky at times and depending on what option you choose it will have a impact on performance

    ¾  To figure out the order in which the AMO needs to be made, open the AS db using Visual Studio, do the changes by hand, script the full AS database and check the XML changes.

    ¾  Test, test, test J

     

  • Christophe Fiessinger's Blog

    Project Server 2007 Report Pack II – An incredible asset you should all leverage

    This is a blog post that is worth checking out! My colleague Jan Kalis just announced the release of the Project Server 2007 Report Pack II (recorded webcast and demo here). Why is it the best thing since slice bread? Well check out the following list of SQL Server Reporting Services it contains (and to make it easier to use in your environment it all contains full documentation as well as separate Visual Studio packages and directories of ALL T-SQL queries). I’m sure you will find few key nuggets in there that will help you with your day to day activities as well as surface key information from your Project Server 2007 Project Portfolio Management gold mine of information!

    Microsoft Project Server 2007 Governance Reports Microsoft Project Server 2007 Management Reports
    • Assignment to Timesheet Consistency
    • My Planned Time Off
    • My Projects and Assignments
    • My Task Count and Status
    • My Project-Oriented Timesheet Activity
    • Project_Detail (now includes includes deliverable and cross-project link information, along with a reduced size KPI Average graphical indicator)
    • Resource Activity by RBS and Position Role
    • Resource Allocation
    • Resource Allocation sub-report
    • Resource Capacity versus Demand Heatmap by Position Role
    • Task Update Compliance
    • Timesheet Compliance report ( updated to allow for multiple timesheet period review )
    • Active Resource Details
    • Administration Dashboard
    • Archive Project Details
    • Draft Project Details
    • Inactive Resource Details
    • Metadata Assignment Custom Field Details
    • Metadata Custom Field Modifications
    • Metadata Enterprise Template Modifications
    • Metadata Lookup Table Modifications
    • Metadata Resource Custom Field Details
    • Metadata Task Custom Field Details
    • Project Baseline Details
    • Project Task and Assignment Details
    • Project Type Details
    • Published Project Details
    • Queue – Project jobs
    • Queue – Timesheet jobs
    • Security Categories Modified
    • Security Groups Modified
    • Security No RBS setting
    • Security Permissions on User Level
    • Security Templates Modified
    • Security Users Modified
    • SQL Server Database Space Usage
    • SQL Server Fragmentation
    • SQL Server Table Space Usage
  • Christophe Fiessinger's Blog

    Project Server 2010 Risk Evaluation Form Solution

    Following yesterday’s webcast: Microsoft Project and SharePoint Server 2010 Better Together–free webcast July 27 & 28 someone asked how can the Risk Evaluation demoed be customized to your own business needs?

    This form is based on an InfoPath custom form and stores its answers tied to each project in the Project Risk Forms library in the demo dataset.

    image

    To customize the form to your needs (risk assessment questionnaire) do the following:

    You can also download and check our based demo VM to see how we did in our sample demo dataset: http://go.microsoft.com/?linkid=9713956

    Project 2010 Business Risk

    Project 2010 Technology Risk

    Project 2010 Implementation Risk

  • Christophe Fiessinger's Blog

    Analysis Services 2005 (OLAP) Permission for Project Server 2007

    Common questions and answers on AS 2K5 permissions for EPM 2007 (thank you David & Steven):

     

    Getting Cube to Build

    1.       Which application account is responsible for building the cube?  Is this the SSP account?  The SharePoint Timer Service account?

    SSP account

    2.       What are the database permissions needed for this account?  DataReader on ReportServer?  DataReader and DataWriter on OLAPdb?

    DataReader on ReportServer,   DataReader and DataWriter on OLAPdb (if using SQL as Analysis repository)

    3.       What are the system permissions needed for this account on the Project Server machines?  On the SQL Server machine?  On the Analysis Services machine?

    Simple user on PS machine. Have not tested on separate SQL/AS machine, but for  AS, it needs to be an AS Admin. In some cases I had to put it as a local admin on the SQL server.

    4.       Do you have a list of common error messages with their solutions?

    http://blogs.msdn.com/brismith/archive/2007/02/14/common-error-messages-when-building-cubes.aspx

     

    Allowing Users to View the Cube

    1.       What permissions need to be setup for users to view the cube?  I think part of this stems from the new Analysis Services 2005 security model.

    Normally, the right security is added automatically to a defaut AS role  during the cube build.

    The user added to this role have  the Data analysis Project server right. Typically in the Portfolio group

  • Christophe Fiessinger's Blog

    Project Server IT Professionals Bookmarks

    For the upcoming TechEd for IT Professionals in Orlando we have prepared a list of about 70 bookmarks Project Server IT Professionals should be aware of.

    This list contains bookmarks to valuable resources such as deployment guides, deployment templates, recommended RSS feeds subscriptions, books, training course, etc…

    Also note the following newly released project templates:

  • Microsoft Office 2007 deployment (clean installation or upgrade from Office 2003)
  • Microsoft Office SharePoint Server 2007 deployment
  • Microsoft Office Project Server 2007 deployment (clean installation)
  • Microsoft Office Project Server 2007 deployment (migration from Project 2003)
  • For instance:

    image

  • Christophe Fiessinger's Blog

    Windows Server 2008 R2 Desktop Tweaks

    With the recent RTM release of Windows 7 and Windows Server 2008 R2 on July 22, I have updated all my desktops and laptops to Windows 2008 R2, so far no driver issues on any machine (How to upgrade your laptop/desktop to Windows Server 2008 R2?).

    One thing I could not figure was how to display a preview of pictures using Windows Explorer and other visual effects that are standard with Windows 7.

    Thanks to a Microsoft colleague the solution is simple, go to System Properties –> Advanced –> Performance Settings and check Show thumbnails instead of icons and voila!

    image

  • Christophe Fiessinger's Blog

    Running SharePoint Server and Project Server 2007 on Windows Server 2008 R2 Beta

    It works! I downloaded the ISO from MSDN and followed the instructions to deploy SharePoint Server 2007 and Project Server 2007 on Windows Server 2008, and it works like a charm on R2 (notice the Windows 7 similar toolbar at the bottom with the big PowerShell icon)!

    image

    What’s new with Windows Server 2008 R2 check these two links:

    Also check this related post if you want to experiment with our upcoming OS: Windows 7 Beta and Project Professional 2007

  • Christophe Fiessinger's Blog

    Sample Project Server 2003 to Project Server 2007 Migration Plan

    Due to popular requests, please find below a sample plan to migrate from EPM 2003 to EPM 2007.  Use this plan as a guide and a reminder of all phases and tasks that need to be accomplished during the migration project.  The effort (“work”) for each task does not necessarily represent what is required for your environment so use it with a “grain of salt”.

    The migration project is divided into four phases:

    1.       Resource Planning – In this phase the hardware and personal resources must be requested and obtained. It is assumed that a full 4 working weeks will be needed to accomplish this.

    2.       Migration Planning - here initial training occurs, plans are made, expectations are set, and agreements from all parties are obtained.

    3.       Migration Test – Here a test system is built out, and the migration procedures are tried out and verified for correctness. This duration of this phase is difficult to predict as issues sometimes occur that must be addressed by support.

    4.       Production Migration – Here we build up a new production system, migrate the data, and have all users verify that the data has migrated correctly. When this step is successfully completed, the old system can be turned off.

     Project Server Migration Plan

  • Christophe Fiessinger's Blog

    How to create a Milestone Report

    While delivering Project Server training in Beijing, a customer asked me to produce a report that displayed Milestones dates by Projects.

    The assumption is that all projects are using the same project template and thus there is a specific naming convention for all Milestones.

    The hard part was creating the T-SQL query from the Reporting database. You basically have to de-normalize the data and combine two UserViews (MSP_EpmTask_UserView and MSP_EpmProject_UserView)as shown below:

    SELECT P.ProjectName AS Project, P.ProjectAuthorName AS Author,
    P.ProjectStartDate AS Start, P.ProjectFinishDate AS Finish,
    MAX(CASE WHEN TaskName = 'M1' 
    THEN TaskFinishDate ELSE NULL END) AS M1, 
    MAX(CASE WHEN TaskName = 'M2' 
    THEN TaskFinishDate ELSE NULL END) AS M2,
    MAX(CASE WHEN TaskName = 'M3' 
    THEN TaskFinishDate ELSE NULL END) AS M3
    FROM MSP_EpmTask_UserView AS T
    INNER JOIN MSP_EpmProject_UserView AS P
    ON P.ProjectUID=T.ProjectUID
    WHERE T.TaskIsMilestone=1
    GROUP BY P.ProjectName, P.ProjectAuthorName, P.ProjectStartDate, P.ProjectFinishDate

    For instance for Proj4 it contains the following data:

    153 2008-03-10, 22_54_36

    I then created a new view in the Reporting database called MilestoneView, then went into Excel 2007 added a data connection my Reporting database and used the MilestoneView created earlier. Results looks like this (note I added some conditional formatting to display indicators):

    154 2008-03-10, 22_55_29

    Going further you could leverage Excel Services to render this report in your SharePoint Server farm.

  • Christophe Fiessinger's Blog

    Must-read Newly published SharePoint White Papers

    On a weekly basis I always check this two great source of information on TechNet (ideally I’d love to be able to have an RSS subscription to these pages):

    The April 14, 2008 release contains a lot of very useful white papers as listed below, (it’s the end of week so plenty of time to read during the week-end!):

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