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Testing Project Server 2010 deployments

 

Applies to: Project Server 2010

Topic Last Modified: 2013-12-18

Summary:  The first article in a series of nine articles about how to test a Microsoft Project Server 2010 deployment as an enterprise project management system administrator or solution tester. Use the series as a guide to test the functionality of a newly deployed Project Server 2010 instance. The articles in this series discuss the functionalities that are on the Server Settings page, and some initial tests that you can run to connect and check server communications by using the Project Professional 2010 client application.

Before you read these articles, you should understand the basic structure and functionality of a Project Server 2010 deployment. In addition, you should have the following documentation available:

Organization of this series of articles

This first article discusses Initial use setup, which consists of a series of procedures to check access, connectivity, and some other basics functions that must work correctly before you can continue.

After you complete those checks, you proceed to the following series of tests:

Initial use setup

Check access to Project Web App 2010

This test scenario checks whether you can open Microsoft Project Web App (PWA) in your browser.

Important

Ask the Enterprise Project Manager administrator whether you have permissions to access the Project Server.

Test Step Expected / Desired Results Actual Results (if deviation)

1. Open Internet Explorer 7 or 8.

2. Specify http://<ServerName>/PWA/.

Project Web App loads.

3. Click the OK button.

Project Web App opens and displays the PWA web pages that you can access.

4. Add the URL to your list of trusted sites in Internet Explorer.

The PWA URL is added to the list of trusted sites.

Check connectivity between Project Web App and Project Professional 2010

To work with Project Server 2010 from Microsoft Project Professional 2010, you have to configure your Project Server accounts.

Test Step Expected / Desired Results Actual Results (if deviation)

1. Open Microsoft Project Professional 2010.

2. Click File / Info, and then Manage Accounts.

The Project Server accounts pane opens.

3. Click Add.

The Accounts Properties page loads.

4. Specify your account name.

5. Specify the Project Web Server URL.

    (It is the same as the PWA URL.

https://ServerName/PWA/

6. Select use Windows account.

7. Click Set as default account.

8. Click OK.

9. Click OK.

New account is added.

10. Close Project Professional 2010.

11. Re-open Project Professional 2010.

Project Professional 2010 should log on to Project Server by using the new account that you configured.

12. To confirm the connection: Click File Open.

A list of projects on the server appears.

Check that you can create a new project schedule, save the project to the server, and publish it to Project Server

Creating new projects, saving the projects to the server, and publishing the projects to the server is basic to the test scenarios in this article. This test ensures that you can perform some core actions.

Important

You must have Security permissions in Project Server to save new projects.

Test Step Expected / Desired Results Actual Results (if deviation)

1. Open Project Professional 2010.

2. Click File, New and then Project Server Templates.

The Templates pane appears.

3. Select a template (for example, Infrastructure Deployment) and then click OK.

The template that you select loads in Project Professional 2010.

4. Click File, Save As.

The Save to Project Server dialog box appears.

Important

When you name the project in the next step, prefix the name of the project with your name. For example, RobHoo_Engineering_01

5. Specify the name of your project and then click Save.

Project is saved to the server

OR

The system might prompt you with the Enterprise Standard Calendar dialog box. Click Yes if you accept the changes. The system saves the project to the server.

Important

Project Professional 2010 saves the project to a local cache. The cache then synchronizes with Project Server after the change.

6. To view the cache status, do the following:

    Click Tools, local Project Cache, View Status.

The Cache Status dialog box displays a list of projects.

7. Click File Publish to do the following:

    Send the request to publish, and sync the Published and Reporting databases.

Note

You can add a new column, Publish that governs (at the task level) whether team members who are assigned to the task see it under their statusing area.

The project is published to the server. You might be asked to create a new PWA site for this project.

Check that your e-mail address is completed so that you can get notifications

When the Enterprise resource pool was migrated, all the e-mail addresses were cleared to ensure that every team member did not receive a notification every time that a project published.

Updating the e-mail address also enables you to see where the administrator configures these settings.

Test Step Expected / Desired Results Actual Results (if deviation)

1. Open Project Web App.

The Project Web App loads.

2. Click Server Settings.

The Server Settings page appears.

3. Click Manage Users.

A list of users appears.

4. Specify your name in the Search box and then click the Search button.

A list of users who meet the search criteria appears.

5. Click your user name.

A page displays details about you in edit mode.

6. Complete the identification information:

E-mail address.

Identification information is completed.

7. Click the Save button.

E-mail address and other fields that have changed are updated.

8. Assign yourself to a project task.

You should get the notification.