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SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft Ltd

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Page 1: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

SVR330Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK)Bob WalkerIW Product Technical Specialist - EPMEPGMicrosoft Ltd

Page 2: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

OverviewProject Introduction

Components

Architecture

Project 2003 SDKGetting Started with Project Development

Finding and using the SDK

Examples of how the SDK is used

SDK Futures

Q/A, and Resources

Page 3: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Line of Business Systems

Microsoft Office EPM Architecture

Page 4: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Logical Architecture

Project Server Project Server

WSS WSS IIS, ASP.NETIIS, ASP.NET

PWAPWAIIS, ASP PagesIIS, ASP Pages

PDSPDSWeb ServiceWeb Service

Project ServerProject ServerProjectsProjects

WindowsWindowsSharepointSharepoint

ServicesServices

Project Project Server ViewsServer Views

Project Project Server CoreServer Core

Page 5: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Project 2003 SDKMain Areas for Project on MSDN

MSDN Online Office Developer CenterMSDN Online Library: Office Solutions Development

Technical Articles

SDK downloadsGlobal SDK download

Separate downloads:PDS Reference

Project Guide 101

Project Server Web Parts and URL Options

Solution Starter: Portfolio Analyzer OLAP Extensions

Solution Starter: Project Server to ERP Connector

Page 6: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Sections in the SDKOverview

Solution StartersBizTalk Server WorkflowProject Server to SiebelPortfolio Analyzer OLAP ExtensionsEnterprise ReportingERP Connector

PDS Referenceincludes Service for EDM

Project Guide 101Custom Project Guides, Custom Views

Project Server IntegrationProject Server Components and AuthenticationInfoPathWeb Parts and URL Options

Project Server Integration (cont.)Windows SharePoint Services

Modify the PWA Site Definition

Create Project Web Sites in WSS

Using the Object Link Provider

Programming TasksCreate a COM Add-in (VB 6)Create Managed COM Add-in (C#)Extracting Timephased Data:Use Project client with ODBC, oruse Project Server database

Project Renamer PDS Extender (C#)

ReferencesPWA Grid ControlProject Server Security ObjectVBA Reference (updated)XML Schema Reference

Page 7: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Installing and Using the Project 2003 SDK

Page 8: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Getting StartedDevelopment for Project Clients

Project Object Model: VBAUpdated reference in SDK

.NET Automation: Visual Studio Tools for OfficePrimary Interop Assembly (PIA):Microsoft.Office.Interop.MSProject

Custom Project Guides

Custom Views

COM Add-insVisual Basic 6.0

Managed Code: Visual Basic .NET or C#

OLE DB Provider: read-only for reporting (see pjoledb.htm)

Page 9: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Getting StartedDevelopment for Project Server

Project Data Service (PDS)

XML-based API

Access through SOAP or HTTP POST

Extensible

Service for Enterprise Data Maintenance (EDM)

File-drop service, SOAP, or HTTP POST

Project Server Web Parts

URL options in Project Web Access

Custom Web Parts .NET Assembly for SPS

Object Link Provider (OLP)

PjObjPrv.dll is the basis for integration with WSS and SPS

Page 10: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Custom Project GuidesSummary

Location-independent protocols

pgcontent:// path to XML schema for goal areas and tasks

pgmainpage:// path to HTML layout file

Use hard paths with Windows XP SP2

Add custom files directory to Trusted Sites

Many ways to deploy:

Project_Open or other macro (and set security)

Configure manually, by templates, or in registry

Page 11: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Using Custom Project Guides

Location-independent Project Guides

Page 12: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Integrating with InfoPathSummary

User Services tier Microsoft Office InfoPath form

Windows SharePoint Services form library

Business Services tier JScript code runs when certain events occur on the form

Data Services tier Access to project data via the PDS

Page 13: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Integrating with InfoPath

Creating project plans using business rules and workflow

Page 14: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

InfoPath Integration: SummaryKey Benefits:

CollaborationSecurity – limit access to Project ServerValidation and business rules in middle tier

Three-tier applicationUser ServicesBusiness ServicesData Services

WSS Form LibraryWSS Form Library

InfoPath FormInfoPath Form

JScriptJScriptevent handlersevent handlers

1111

22 22

33

.NET.NETAssemblyAssemblyPDSPDS

33

Page 15: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

BizTalk Server WorkflowSummary

BizTalk Server for Orchestration

Project Server for Timesheet and Project Data

SQL Server for State Management

Message Queuing Services for Data Flow

COM and Script Components, and PDS and Custom PDS Extenders, for Application and Business Logic and Processing

Page 16: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

What Is The PDS?

Middle tierProjectsStatusResourcesStatusTimesheet API’s

Security gatekeeperProjectsAccessResourcesAccess

Page 17: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

PDS Extension Interface

XMLRequestEx (ByVal sXML As String, ByVal sPDSInfoEx As

String, ByRef nHandled As Integer) As String

sPDSInfoEx is an XML data structure with the remaining parameters

Current user and connection information

BasePath (for security object usage)

SOAPRequestCookie (for callbacks)

HTTPRequestCreate (for callbacks)

Page 18: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Using the PDS in a Web Application

Project Server and Windows authentication

Page 19: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Using the PDS in a Web AppSummary

PDSPDSrequest /request /replyreply

PS authenticationPS authenticationPS CookiePS Cookie

NoNoWindowsWindowscredentialscredentials

WindowsWindowscredentialscredentialsSet IIS for Windows authentication

Exclude site from WSS

PDS Web service uses SOAP over HTTP:OK for Project Server authentication

Windows authentication

No anonymous access

Configure Kerberos for remote browser

Add menu item in PWA

Add as Custom View in Project Pro

IISIISIISIIS

PDSPDSPDSPDS

PS LogonPS LogonPS LogonPS Logon

Remote BrowserRemote Browser

ASP.NETASP.NETASP.NETASP.NET

HTTP PostHTTP PostHTTP GetHTTP Get

PDS Web PDS Web ServiceService

PDS Web PDS Web ServiceService

SOAPSOAP

HTTPHTTP

PS CookiePS Cookie

Page 20: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Using Project Server Web Parts with SPS: Summary

Default Project Server Web PartsDesigned for WSS provisioned by Project Server

Custom Web Parts:Modify .dwp file for SharePoint Portal Serveror

Use the Custom Web Part Assembly

Install in the GAC

Needs no Project Server provisioning for WSS or SPS

Manages multiple unmodified .dwp files

Extend to manage Web applications as Web Parts

Page 21: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Enterprise Field Maintenance

EnterpriseOutlineCodesHierarchical

EnterpriseOutlineCodeUpdate

EnterpriseCustomFields

EnterpriseCustomFieldsUpdate

Page 22: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Service For Enterprise Data Maintenance

SOAP Calls or file drop

Makes combinations of PDS calls including business logic

Three available servicesEnterprise Custom Field MaintenanceProject Team Member MaintenanceResource Data Maintenance

Page 23: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

PDS Extensions

Page 24: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Lessons Learned

Using PDS is safer than directly accessing the database

PDS participates in the Project Server security model

Extensions allow developer to add functionality

There are some areas that may need extensions

Page 25: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Developer Opportunity

The PDS makes it easier for a developer to connect Microsoft Project Server with a variety of LOB applications

The PDS Extension interface gives developers the control and power to extend Microsoft Project Server

Page 26: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

SummaryProject Development with the SDK

To get started: consider the optionsClient and ServerDatabase accessDevelopment technologies

Use the PDS where you can

SDK suggestions and feedback:SDK suggestions and feedback:[email protected]@microsoft.com

SDK suggestions and feedback:SDK suggestions and feedback:[email protected]@microsoft.com

Page 27: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Project SDK FuturesUpcoming articles for Project 2003

Project Initiation with a Custom App

Using SQL Server Reporting Services

Project 12 Beta 2 SDK: Publish on MSDN

Project Server 12 architecture

Project Server 12 object model reference

Project client object model changes (VBA)

Project client automation using VSTO 2005

SDK suggestions and feedback:SDK suggestions and feedback:[email protected]@microsoft.com

SDK suggestions and feedback:SDK suggestions and feedback:[email protected]@microsoft.com

Page 29: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Microsoft Resourcesfor Project Development

Project Portal: Office Onlinehttp://office.microsoft.com/home/office.aspx?assetid=FX01085795&CTT=6&Origin=ES790020011033

Project Developer Centerhttp://msdn.microsoft.com/project

Getting Started with Project Developmenthttp://www.msdn.microsoft.com/office/understanding/project/gettingstarted/default.aspx?pull=/library/en-us/odc_pj2003_ta/html/odc_pjgetstarted.asp

Project 2003 Solutions Directoryhttp://directory.partners.extranet.microsoft.com/advsearchresults.aspx?productscsv=2

Windows SharePoint Services SDKhttp://www.microsoft.com/downloads/details.aspx?familyid=aa3e7fe5-daee-4d10-980f-789b827967b0

TechNet Resource Kitshttp://www.microsoft.com/technet/itsolutions/reskits/rktmain.mspx

Project 2003 Resource Kit (TechNet)http://www.microsoft.com/technet/prodtechnol/office/proj2003/default.mspx

Office 2003 Resource Kithttp://www.microsoft.com/resources/documentation/office/2003/all/reskit/en-us/default.mspx

Microsoft Download Center (~160 downloads for Project)http://www.microsoft.com/downloads/results.aspx?NextOrPrevClause=3%7c%2b2%2f6%2f2004+1%3a30%3a04+PM&OSID=&productID=A1D023A3-F612-4DA2-ACB8-FDA8F850D645&CategoryID=&freetext=&DisplayLang=en&DisplayEnglishAlso=&sortCriteria=date

50 Most Popular Downloads for Project http://www.microsoft.com/technet/downloads/project.mspx

Page 30: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Resources

Project 2003 SDK PortalOffice Developer Center for Project: http://www.msdn.microsoft.com/office/understanding/project/

SDK online and downloads, Solution Starters, newsgroup

Includes Project Server Web Parts and URL Options article

Suggestions for Project SDK: [email protected]

Microsoft Download Center60 downloads for Project 2003: www.microsoft.com/downloads

Keyword: 2003 Product: Project

Project CommunityProject Server Experts: www.projectserverexperts.com

Project MVP site: http://mvps.org/project

Page 31: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

Project Community ResourcesProject MVP site

http://mvps.org/project/

MPA (The Official Industry Association for Microsoft Office Project)http://www.mpug.org/

Project Server Experts community sitehttp://www.projectserverexperts.com/

Woody’s Project Watchhttp://www.woodyswatch.com/project/archtemplate.asp?current

Project Newsgroupshttp://msdn.microsoft.com/newsgroups/default.aspx

?dg=microsoft.public.project

?dg=microsoft.public.project.server

?dg=microsoft.public.project.developer

Page 32: SVR330 Introduction to The Microsoft Office Project 2003 Software Development Kit (SDK) Bob Walker IW Product Technical Specialist - EPM EPG Microsoft

© 2004 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.