Creating Field Notes

Using PowerShell

Michael WhartonAwarded Project MVP (Microsoft Valuable Professional)Working with Project since 2003Passed over 40 Microsoft Certification ExamsDeployed over 25 Project Server installations into PMOMigrated over 7 Project Server 2003 to Project Server 2013Trained over thousand Project Managers using Project ProfessionalTechnical Reviewer for Missing Manual: Project Professional 2013 and 2013Currently Writing book: Monitoring the PMO and Resource Demand Web Site: www.WhartonComputer.ComBlog: www.MyProjectExpert.comTwitter: MyProjectExpert

Michael Wharton, MVP, MBA, PMP, MCT, MCITP, MCTS, MCSE+I, MCDBA, MCSD

Session Agenda

Importance of Field NotesCapturing Field NotesCustomer DeliverableOrganizing Field NotesPowerShell as Field NotesDemo* Discussion *

Survey

How many IT Professionals?Years Experience..5..10..15..20

How many currently write field notes?What are Customer Expectations with Deliverables.How many use PowerShell?

What are Field Notes

Record Installation Steps Configuration DataScreen ShotsNotesLinksExceptions

Importance of Field Notes

Record Installation Steps Record Configuration Repeatable and Consistent StepsBecomes a Deliverable DocCustomer Steps to rebuildUpdate notes with new findingsValue as Consultant

History of Field Notes

Paper NotesNotes using MS WordMicrosoft One Note Screen Captures (3rd party)PowerShell CapturePowerShell Notes

Field Note Sample using OneNote

Sample Field Notes Full Details

What is PowerShell

DOS prompt on steroidsGaining acceptance in ITEasy to useRepeatableComes with Windows 8Works remotely

PowerShell as Field Notes

Provides exact stepsCorrect order of stepsComments to provide clarityEasy playback Disaster recovery

Field Notes Template

Description/Purpose/StepsSetting of VariablesGeneral AuditSteps with PowerShell DetailsWorks Till HereCleanup and Delete

Sample of PowerShell Notes

PowerShell Notes Template 1/3

PowerShell Notes Template 2/3

PowerShell Notes Template 3/3

Organizing PowerShell Notes1. Window Server Install2. Windows Server Configuration3. Security Configuration4. SQL Server Install5. SQL Configuration6. SharePoint Install7. SharePoint Configuration **8. Project Server Install9. Project Server Configuration **10. SharePoint Test11. Project Server Test12. SQL Audit13. SharePoint Audit14. Project Server Audit15. Client Environment

PowerShell Filename Steps

9.ProjectServerConfig9a. Configure Project

Server 20139b. Configure Secure Store

20139c. Configure Excel Service

20139d. Configure Workflow

Demo of PowerShell

Demo of Basic PowerShellDemo of File Structure and Naming ConventionDemo Configuration of Project using PowerShell

Summary

Recording StepsDetails Field Notes Customer DeliverableConsistent and Stable EnvironImproves Consultants SkillSatisfied Customer

Thank You