Archiving Project

E

Enomagic

Hello,
can anyone advise of an approach for archiving projects after a certain
time.

The idea is that after a project is completed and no longer required online,
that the data for the project be archived for later use.

Does Project Server have facilities for this? Or would it be a case of
taking a local copy?

Thanks
Enomagic
 
D

Dale Howard [MVP]

Enomagic --

An approach we recommend is to set up an archive Project Server instance as
follows:

1. Use the EditSite utility to create a separate Project Server instance
and name it something like PSArchive
2. Back up the Enterprise Global file on your production Project Server
instance using Tools - Enterprise Options - Back Up Enterprise Global
3. On your production instance, open a new blank project and add all
resources to the project using Tools - Build Team from Enterprise
4. Save the new project as an .mpp file and name it something like
Resources Backup.mpp
5. On the archive instance, restore the Enterprise Global from the
production instance backup using Tools - Entperprise Options - Restore
Enterprise Global
6. On the archive instance, import the resources from the Resources
Backup.mpp file using Tools - Enterprise Options - Import Resources to
Enterprise
7. In PWA on the archive instance, place your project managers and
executives into their proper security Groups

Once you have successfully set up the archive instance, you can use the
following methodology to archive completed projects

1. On the production instance, save the completed project as an .mpp file
2. On the production instance, delete the project from the Project Server
database
3. On the archive instance, import the project using Tools - Enterprise
Options - Import Project to Enterprise

Just some thoughts. Hope this helps.
 
G

G

Issues with this approach.

1. Sharepoint data migration is complex
2. How do you justify the "actual" data getting deleted
from the production server which now removes historical
trends from Portfolio Views.
3. Too much administrative work involved.Including
accessing two different project servers

I would recommend just creating a category on your
existing project server and give deny all the users to
open/save appropriately except administrators.
 

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