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Building a Project Server 2010 Extranet in SharePoint 2010

Microsoft Project Server 2010 is tightly integrated with SharePoint 2010.  There's many articles on deploying Project Server 2010, but not so much information on configuring it as an extranet, with external users.  However, this can be one of the best uses for Project Server, since you can build project schedules that include members of your own organization as well as external parties, and allow everyone to collaborate and manage the tasks and schedule in one central place.

The first step in building a Project Server 2010 extranet is to build a SharePoint 2010 farm and configure it to use claims-based authentication, most likely with accounts you create in a SQL database.  There's many blog posts on configuring claims-based authentication.  Here's one that I found helpful:

http://donalconlon.wordpress.com/2010/02/23/configuring-forms-base-authentication-for-sharepoint-2010-using-iis7/

The next step is to install Project Server 2010 into the farm.  You should also make sure some other services are properly configured, such as the secure store and Excel services.  Here's a good place to start, for steps on installing Project Server:

http://technet.microsoft.com/en-us/library/ee662109.aspx

Once project server is installed, and you configure a project server site collection such as https://extranet.company.com/pwa, the tricky part is delegating access inside PWA (Project Web Access) to the external users.  You'll need to create all of the external accounts in the SQL database first, and ensure that these accounts have rights to log into SharePoint.  Then, as an administrator, go into PWA and into Server Settings --> Manage Users.  You'll need to create a new PWA user for each account that will log into PWA and assign permissions to it.  Just make sure that the "user logon account" matches the external accounts (or internal accounts) that you are giving access to.  For a regular active directory account, it's easy.  You would just list the account as domain\user.  However, with your external user SQL accounts, you need to list them with the membership provider, like the following: i:0#.f|fbamembershipprovider|user

user

After users are given permission to PWA, you'll also have to give them individual permissions to projects that you've uploaded to Project Server.  As an administrator, just view each project in PWA and click on the "Project Permissions" button.  You can create groups for each project and assign rights to that group or to individual users in "Project Permissions."

permissions

After that's done, external users should be able to go to your extranet, log in, and click on "Project Center" to see all of the projects that they have rights to.  Depending on their rights, external users could just view the project, or they could even manage the project and assign resources, tasks, and help build the corresponding SharePoint site.

Login Page

projects

If you create a Project Server 2010 extranet, just make sure your licensing is kept up to date.  You'll need a CAL for each internal and external user.

Comments

Good post. I’m wondering about setting the webapp to Claims based rather than classic (integrated). do excel services and reporting services still work ?
Posted @ Tuesday, February 14, 2012 2:41 PM by TO_SPGuy
is there MAPI/CDO 1.2.3 ? link you provided is for 1.2.1
Posted @ Tuesday, February 14, 2012 2:42 PM by MAPI/CDO 1.2.3 ???
It was originally tapped as MAPI/CDO version 1.2.3 but was then changed to be a newer release of version 1.2.1. Basically, you want MAPI/CDO 1.2.1 that is dated 2/25/2011 and versioned 6.5.8211.0 (not the one dated 12/9/2009 and versioned 6.5.8147.0). The link above will take you to the correct version.  
 
I hope this helps. 
 
Posted @ Tuesday, February 14, 2012 2:42 PM by Joe Hoegler
Is there a way to secure project users from each other? In other words, we need to have external users not see other external users. We have clients who are competitors and we wish to have them not see each other's users. Is this possible without having separate site collections?
Posted @ Tuesday, May 08, 2012 9:22 AM by Keith Oswalt
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