TFS and Project Server Integration – Step-by-Step Quick Reference

This is a step-by-step quick reference of a Team Foundation Server 2010 & Project Server 2010 integration case (installation, configuration and usage of the environment) I performed based on the official reference and would like to share it here with everyone who needs to establish the integration of this 2010 version of the products.

Below is the official MSDN reference to integrate both products – Configuration Quick Reference http://msdn.microsoft.com/en-us/library/gg412642.aspx

[ON THE SAME TFS 2010 SP1 SERVER BOX – SINGLE SERVER]
* SharePoint Server 2010 SP1 and SQL Server Reporting Services 2008 R2 also installed in this brand new box

1.    Install TFS 2010 SP1 Cumulative Update 2 – KB2646719, if not already installed
Link: http://www.microsoft.com/en-us/download/details.aspx?id=29078

2.    Install Project Server 2010 with Service Pack 1 (x64)

3.    Install Project Server 2010 Cumulative Update Refresh Package June 30, 2011
Link: http://support.microsoft.com/kb/2536600

4.    Run the SharePoint Configuration Wizard to integrate Project Server with SharePoint Server 2010

5.    Open SharePoint Central Administration

6.    Create a Project Server PWA site using this reference as a best practice
Really good video: http://technet.microsoft.com/en-us/library/ee662105.aspx

I used the same SharePoint Web Application already created for TFS on port 80.
PWA at http://servername/PWA/ and
Team Project Portals at http://servername/sites/NameCollection

Both PWA and Team Project Portals are SharePoint Site Collections (sharing the same IIS Web Site) created with unique SQL Server databases for each one of them in my case.

7.    Add (Sync) Active Directory users to the PWA
Apply the right permissions to the right users – this is a key thing for the integration.
Assigning Permissions to Support Integration of Project Server and Team Foundation Server
http://msdn.microsoft.com/en-us/library/gg412653.aspx

8.    Install Visual Studio 2010 Service Pack 1
It installs the right tool needed for the integration. I used the server to integrate the products and map the projects. “Each client machine or server that you will use to configure and administer the integration of the two products.” “You must install SP1 for Visual Studio 2010 on each client machine to get the command-line tool that supports Team Foundation Server and Project Server integration.”

9.    Install Team Foundation Server 2010 Project Server Integration Feature Pack (x64)

10. Perform the Integration
On TFS server, open a Command Prompt running as Administrator and then type
cd C:\Program Files (x86)\Microsoft Visual Studio 10.0\Common7\IDE

Register PWA
TfsAdmin ProjectServer /RegisterPWA /pwa:http://servername/PWA /tfs:http://servername:8080/tfs/
Map PWA with a TFS Team Project Collection
TfsAdmin ProjectServer /MapPWAToCollection /pwa:http://servername/PWA /collection:http://servername:8080/tfs/TFSCollectionName
Upload Default Field Mappings
TfsAdmin ProjectServer /UploadFieldMappings /collection:http://servername:8080/tfs/TFSCollectionName/useDefaultFieldMappings

 

At this stage, I had a problem with the Portal Dashboards of the Team Projects and easily solved with a Workaround from this post.

TFS 2010 with SharePoint 2010 Enterprise SP1 – Excel Dashboards do not display anything
http://sstjean.blogspot.ca/2012/04/tfs-2010-with-sharepoint-2010.html

[ON CLIENT MACHINES]

1.    Install Visual Studio 2010 (Ultimate in my case)

2.    Install Team Foundation Server 2010 Power Tools, if wanted
3.    Install Project Professional 2010 with Service Pack 1 (x86 and x64)
4.    Install Visual Studio 2010 Service Pack 1

Once you are finished with the integration steps, you are all good to start …

  • Creating your EPP – Enterprise Project Plan from Project Server 2010 side using PWA web site
  • Creating Team Projects from TFS 2010 side and
  • Finally, mapping both projects to each other

To map a Project Server 2010 project plan to a TFS 2010 team project …

Associate an enterprise project plan with a team project
TfsAdmin ProjectServer /MapPlanToTeamProject /collection:http://servername:8080/tfs/TFSCollectionName/
/enterpriseproject:EPPProjectName /teamproject:TeamProjectName /workitemtypes:”User Story,Task,Bug”
You can type the desired work item types you wish to have mapped in the option above /workitemtypes.

Add team members to the resources for a project plan

“For each task that is published to the team project, you must assign a valid contributor of the team project as a resource. You must also identify as a valid contributor any team member who submits work items that are synchronized with Project Server. To identify valid contributors, you must add team members from the enterprise resource pool to the resources for the enterprise project plan. Each time that you add team members to the resources for a project plan, you must publish the project plan so that the synchronization engine will register the changes.”

Whenever you open a mapped EPP to a Team Project inside Project Professional 2010 SP1, you note that Project Professional automatically presents some TFS columns as “Work Item ID”, “Work Item Type”, “Publish to Team Project”, etc. This means that this EPP project was successfully mapped to a TFS Team Project.

Inside Project Professional, after publishing the EPP project back to Project Server, the project tasks you assigned with work item type and with publish to team project as “YES” will be automatically created on TFS side as work items by the integration engine running in the background on the server.

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TFS & Project Server together enable us to integrate two different worlds (but connected and dependents) – Application Lifecycle Management (ALM) and Project Management/Project Portfolio Management (PPM).

Consequently, we have project managers and development teams (system analysts, developers, architects, testers/QA team, etc) working with their specific methodologies and interacting with one another. Not to mention that both teams will have visibility and traceability of their works automatically and easily provided by the tools – improving projects quality, easy access to project reports, requirements tracking, enterprise resource availability and much more!

Other references and videos about the products working together:

Silfarney Wallace | @silwallace

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