PWA Migration Questionnaire
Question list for gathering master data from PWA
This document contains master data collection for any project server 2010 instance. This list of question collected from the environment will provide an idea about the basic functionalities implemented in current pwa instance and doing evaluation criteria.


Table of Contents

Basic Information(s)

Project Server 2010 Server architecture

Project Server 2010 information on Architecture

Project Server 2010 customization

Project Server 2010 Integration(s)

Project Server 2010 Backup & Restore process

Third Party Add-in

Basic Information(s)

  1. Which version of Project Server is configured –
  2. PROJECT SERVER 2010 standard edition
  3. PROJECT SERVER 2010 Enterprise Edition
  4. How many users are currently using project Server?
  5. What is the current usage profile?
  6. Light,
  7. Typical,
  8. Heavy,
  9. Extreme.

Project Server 2010 Server architecture

  1. What level of service packs and cumulative updates are installed on the Project Server 2010 farm?
  2. Do you have PROJECT SERVER 2010 SP1 installed?
  3. Please provide details about current hardware configurations for each server in the farm?
  4. CPU,
  5. # of processors, dual core vs. quad core
  6. RAM
  7. Hard disk space
  8. Networking capabilities
  9. Any Additional Hardware Configuration customized to the environment
  10. What version of Windows Server Infrastructure is running Project Server 2010 environment?
  11. 64-bit Windows 2008 Server,
  12. 64-bit Windows 2008 Server R2
  13. Is the current Project Server environment configured on a single server or multiple server farms?
  14. If it’s configured on a multi-server farm, please provide us details:
  15. How many web front end servers are used?
  16. Is web front servers are Load balanced? If yes then is it software or hardware Load Balanced?
  17. How many database servers are used?
  18. Is database servers are clustered? If yes then is it software or hardware Load Balanced?
  19. What version of SQL Server is used in the Project Server environment?
  20. SQL Server 2005,
  21. SQL Server 2008,
  22. SQL Server 2008 R2
  23. If the department Project Server environment uses PROJECT SERVER 2010, please provide details about Service Applications, My sites, Profiles, Index, or Query servers (if applicable).
  24. Is your Project Server environment deployed on virtual servers?
  25. If yes, please provide details about
  26. virtualization technologies,
  27. host servers,
  28. Virtual server details.
  29. Please provide the virtual infrastructure diagram, if available
  30. Please provide details about your Project Server hosting environment specific to
  31. Active Directory,
  32. Domain name,
  33. Forest information.

Please provide the farm topology diagrams, if available – Physical Diagram and Logical Diagram

Project Server 2010 information on Architecture

  1. Please document the current
  2. Site Navigation,
  3. Sub Site Structure,
  4. Site Map structure as an outline or Visio format.
  5. What is the current size of the Project Server content databases?
  6. Please provide the name and size for each content database.
  7. How many sites or site collections or web applications are running?
  8. Please provide the number of sites,
  9. URLs for each Site, and
  10. (Any) DNS configurations used for each site.
  11. Is your current Project Server environment using Search? If yes, what kinds of search capabilities are used?
  12. Out of box search capabilities or third-party tools
  13. Sources used in search environment – Project Server site, file shares, or any other Non-Project Server environment
  14. Search Index File Size

Project Server 2010 customization

  1. Have you customized the Project Server 2010 environment using the Project Server application interface (PSI)?
  2. Have you customized the Project Server 2010 environment using custom code? Do you have custom code available? Have you deployed custom code using Solutions Packages and Features framework? Please provide us details.
  3. Does your Project Server environment have a customized look and feel –Themes, Custom site logos? If yes, please provide details?
  4. Have you customized the Project Server environment using custom code?
  5. Do you have custom code available?
  6. Have you deployed custom code using Solutions Packages and Features framework? Please provide us details.
  7. Have you deployed Custom Site Definitions in Project Server 2010 environment?
  8. Does your Project Server environment contain custom web parts or custom workflows or any custom components – Third party web parts, .NET custom components? If yes, please provide details.
  9. Have you installed custom Templates in your environment?

Project Server 2010 Integration(s)

  1. Is your Project Server environment integrated with Email? If yes, is it integrated with SMTP or Exchange?
  2. Is your Project Server environment integrated with AD? If yes, provide details about “How it is designed”!
  3. Is your Project Server environment integrated with Microsoft Outlook? If yes, what kinds of Outlook features are integrated with the Project Server environment – e.g. Calendar, Task Lists, Contact Lists, and Alerts etc.?
  4. Is the current Project Server infrastructure integrated with SSRS? If yes, what version of SQL Server SSRS is used – SQL Server 2005 or SQL Server 2008? How many reports are deployed in the current SSRS infrastructure (# of reports)?
  5. Is the current Project Server environment integrated with Non-Project Server systems to present information in Project Server lists (e.g. Line of Business (LOB) Applications, Business Data Catalogs (BDC/ BCS) components)?

Project Server 2010 Backup & Restore process

  1. What are the Recovery Point Objective (RPO) and Recovery Time Objective (RTO) of the Project Server Environment?
  2. Is this a Mission Critical System?
  3. What kind of backup methodologies are used to backup Project Server environment?
  4. Farm Level backup,
  5. Site Collection Backup,
  6. Data Protection Manager,
  7. third-party/ISV tools
  8. How often do you backup your Project Server environment?
  9. Have you ever restored the farm from the backups?
  10. Do you have formal recovery farm?
  11. What kind of backup methodologies are used for Server backups? Are you backing up on Tapes?

Third Party Add-in

  1. Are there any third party tools using in project server 2010? If yes, what are they and use of those tools?

PWA Server Settings catalogue and data (provide spread sheet)

1.Security

  1. User Set Up and volume.
  2. Security Groups
  3. Security Categories
  4. Security template.
  5. Global Permission for PWA.

2.Enterprise data

  1. Custom Fields & Lookup
  2. Enterprise Global
  3. Enterprise calendar

3.Database Administration

  1. Daily Schedule Backup
  2. OLAP db management.

4.Look & Feel

  1. Views.
  2. Grouping format (if specific)
  3. Quick Launch

5.Time & Task management

  1. Fiscal Period format.
  2. Time Reporting period
  3. Line classification.
  4. Timesheet setting(s) & defaults
  5. Admin time.
  6. Task setting and display.

6.Queue Setup

  1. Queue Settings.

7.Operational Policies

  1. Alerts & Reminders
  2. Additional server settings.
  3. AD Res pool sync (if in place)
  4. Project Site provisional settings.

8.Workflow & PDP

  1. Enterprise project Type(s)
  2. Workflow Phases.
  3. Workflow stages.
  4. Project Detail Pages.
  5. Project Workflow settings.

Inside PWA

  1. Number of projects
  2. Number of Active project(s)
  3. Number of closed project(s)
  4. DO you plan do take closed project too!

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