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Project & Portfolio Management
(PPM) Solution Planning:
Worksheets
Planning Worksheets
This document contains templates for the Planning Worksheets necessary to deliver a Project & Portfolio Management (PPM) Solution Planning engagement within the SharePoint
Deployment Planning Services (SDPS).
TechNet Resources
Project Server 2013
http://technet.microsoft.com/en-us/library/fp179724(v=office.15).aspx
SharePoint 2013
A number of more detailed planning worksheets can be found on TechNet at the following link:
http://technet.microsoft.com/en-us/library/cc262451.aspx
If you would like more information on planning a SharePoint implementation, please note that
overall guidance can be found on TechNet at the following link:
http://technet.microsoft.com/en-us/library/cc261834.aspx
Project & Portfolio Management (PPM) Solution Planning: Worksheets
1
Prepared For:
Prepared By:
Date:
Physical Topology Planning Worksheet
Contoso, Inc.
Some Partner, LLP
31 January 2013
ForeFront 2010
UAG
Extranet
Employee
Intranet
Employee
WFE 1
WFE 2
Human Resources
Farm
APP 1
APP 2
DB 1
DB 2
Cluster
Server Name
Role
Description
WFE 1
Web Front End
Software load balanced web server; Primary interaction surface for consumers of HR Portal content
WFE 2
Web Front End
See above
APP 1
Application Server
Application server responsible for hosting various Project Server 2013 services in a redundant fashion
APP 2
Application Server
See above
DB 1
Database Server
SQL Server responsible for hosting all Project Server 2013 content and configuration databases; Clustered with below
Project & Portfolio Management (PPM) Solution Planning: Worksheets
1
Prepared For:
Prepared By:
Date:
Server Planning Worksheet
Contoso, Inc.
Some Partner, LLP
31 January 2013
Server Name
Host OS
CPU
RAM (GB)
System Disk (GB)
Data Disk (GB)
Virtualized?
Software
WFE 1
2008 R2
2.5 GHz Quad Core
8
80
120
No
Project Server 2013
WFE 2
2008 R2
2.5 GHz Quad Core
8
80
120
No
Project Server 2013
APP 1
2008 R2
2.5 GHz Quad Core
8
80
80
No
Project Server 2013
APP 2
2008 R2
2.5 GHz Quad Core
8
80
80
No
Project Server 2013
DB 1
2008 R2
2.5 GHz Quad Core
16
80
500
No
SQL 2008 R2
DB 2
2008 R2
2.5 GHz Quad Core
16
80
500
No
SQL 2008 R2
Project & Portfolio Management (PPM) Solution Planning: Worksheets
2
Service Account Planning Worksheet
Prepared For:
Prepared By:
Date:
Contoso, Inc.
Some Partner, LLP
31 January 2013
Service Account Name
Domain
Managed?
Notes
SVC_SQL
CONTOSO
No
SQL Server Admin Account
SVC_WebAppPool
CONTOSO
Yes
Web Application Pool (Project – 80 )
SVC_Search
CONTOSO
Yes
SharePoint Server Search
SVC_WebSvcAppPoolDefault
CONTOSO
Yes
Default App Pool acct for SharePoint Web Services
SVC_Project
CONTOSO
Yes
Project/SharePoint farm account
SVC_Setup
CONTOSO
No
Setup user account
SVC_WorkFlow
CONTOSO
Yes
Runs Project Server Workflow Activities
Project & Portfolio Management (PPM) Solution Planning: Worksheets
3
Prepared For:
Prepared By:
Date:
Database Planning Worksheet
Database Name
Server / Instance
RBS?
Projected Capacity
(GB)
SharePoint_Config
CONTOSO-SQL
No
< 1 GB
Farm Config DB
SOCIAL_DB
CONTOSO-SQL
No
< 1 GB
User Profile social database
SYNCH_DB
CONTOSO-SQL
No
< 1 GB
User Profile synch database
PROFILE_DB
CONTOSO-SQL
No
< 1 GB
User Profile database
SharePoint_AdminContent
CONTOSO-SQL
No
< 1 GB
Central Admin content DB
WSS_Content
CONTOSO-SQL
No
20 GB
WSS_Logging
CONTOSO-SQL
No
< 1 GB
WSS_MySites
CONTOSO-SQL
No
5 GB
Light Read / Write
Content DB for MySites
WSS_MediaContent
CONTOSO-SQL
Yes. Files stored on
CONTOSO-SQL
5 GB
Heavy Read /
Light Write
Content DB for Videos site collection
BCC_Service_DB
CONTOSO-SQL
No
< 1 GB
Database for BCS
Search Admin DB
CONTOSO-SQL
No
< 1 GB
Search Administration and
Configuration DB
Search Analytics DB
CONTOSO-SQL
No
2 GB
Search Analytics DB
Search Link DB
CONTOSO-SQL
No
5GB
Search Link DB
Search Crawl DB
CONTOSO-SQL
No
20GB
Search Crawl DBS
Project Server DB
CONTOSO-SQL
No
<1 GB
Project Server DB
Workflow Services DB
CONTOSO-SQL
No
<1 GB
Project Server Workflow System
Project & Portfolio Management (PPM) Solution Planning: Worksheets
Special I/O
Considerations?
Contoso, Inc.
Some Partner, LLP
31 January 2013
Moderate Read / Write
Notes
Content DB for Human Resources Site
Collection
SharePoint Logging DB
4
Prepared For:
Prepared By:
Date:
Notes
Search Index
Search Admin
DB 2
DB 1
APP 2
APP 1
WFE 2
WFE 1
Service Name
Search Non-Index
Services Planning Worksheet
Access Database Service
Not required
Application Registry Service
Not required
Business Data Connectivity
•
Central Administration
•
•
Not LB, but could be
Document Conversions Launcher Service
Not required
Document Conversions Load Balancer Service
Not required
Excel Calculation Services
Contoso, Inc.
Some Partner, LLP
31 January 2013
•
•
Lotus Notes Connector
Not required
Managed Metadata Service
•
•
Incoming Email
Not required
Subscription Settings Service
Not required
User Code Service
Not required
Web Application
•
•
Workflow Timer Service
•
•
Requires NLB or hardware LB
PerformancePoint Service
Not required
PowerPoint Service
Not required
Project Service
•
•
Secure Store Service
•
•
User Profile Service
•
•
User Profile Synchronization Service
•
•
Project & Portfolio Management (PPM) Solution Planning: Worksheets
5
Visio Graphics Service
Not required
Web Analytics Data Processing Service
•
•
Word Automation Service
Word Viewing Service
Not required
•
•
SQL Database
•
Search Admin
Search Crawl
•
Requires clustering
•
•
Runs within the SSA
Search Content Processing
•
Search Analytics Processing
•
Search Query Processing
•
Search Index
Spread throughout search server farm
One per replica typically
•
Replicas & partitions across many servers
Note:
If you prefer, you can download the a Services Planning Spreadsheet from this location
http://www.microsoft.com/en-us/download/details.aspx?id=30367
For planning and capacity guidance on Project Server 2013:
http://technet.microsoft.com/en-us/library/cc197605(v=office.15).aspx
For high level recommendations on service deployment:
http://technet.microsoft.com/en-us/library/jj219591.aspx
Project & Portfolio Management (PPM) Solution Planning: Worksheets
6
Prepared For:
Prepared By:
Date:
Service Application Planning Worksheet
Contoso, Inc.
Some Partner, LLP
31 January 2013
Name
Service
Proxy Group
App Pool
Database?
Main_WordViewer
Word_Viewing Service
Default
WordViewer_AP
n/a
Main_UserProfile
User Profile Service
Default
UserProfile_AP
SOCIAL_DB, SYNCH_DB, PROFILE_DB
Main_BCS
Business Data Connectivity
Default
BCS_AP
BDC_Service_DB
Main_Excel_Services
Excel Calculation Services
Default
EXCEL_AP
n/a
Project & Portfolio Management (PPM) Solution Planning: Worksheets
Notes
7
Prepared For:
Prepared By:
Date:
Web Application Planning Worksheet
Contoso, Inc.
Some Partner, LLP
31 January 2013
Name
Zone
Auth
Port #
Host Header
Anon?
SSL?
Public URL
HR
Default
NTLM
80
n/a
No
No
http://humanresources
Project & Portfolio Management (PPM) Solution Planning: Worksheets
Notes
8
Prepared For:
Prepared By:
Date:
Site Collection Planning Worksheet
Contoso, Inc.
Some Partner, LLP
31 January 2013
Title
Web Application
Root URL
Template
Content Database
Human Resources
HR
http://humanresources/
Human Resources
HR
Publishing Portal
WSS_Content
Publishing Portal
WSS_Content
Project & Portfolio Management (PPM) Solution Planning: Worksheets
1
Notes
Backup Planning Worksheet
Prepared For:
Prepared By:
Date:
For Backup Planning, please use the spreadsheet located on TechNet at the following link:
http://www.microsoft.com/en-us/download/details.aspx?id=30372
For and overview of backup and recovery in Project Server 2013, see the following TechNet link:
http://technet.microsoft.com/en-us/library/jj993260(v=office.15).aspx
For an overview of backup and recovery in SharePoint 2013, see the following TechNet link:
http://technet.microsoft.com/en-us/library/ee663490.aspx
Project & Portfolio Management (PPM) Solution Planning: Worksheets
2
Contoso, Inc.
Some Partner, LLP
31 January 2013
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