Upgrade considerations for Project Web App Web Parts

 

Applies to: Project Server 2010

Topic Last Modified: 2011-08-05

When you upgrade from Microsoft Office Project Server 2007 to Microsoft Project Server 2010, the Project Web Access Web Parts used in Office Project Server 2007 are upgraded to Project Server 2010 and may present certain problems and may require corrective action. The actions that you have to take include the following:

  • Verify that the visual upgrade feature is configured to use the SharePoint Server 2010 user interface

  • Fix the upgraded Project Web App Web Parts on sites in the same site collection as Project Web App

  • Fix the upgraded Project Web App Web Parts on sites not in the same site collection as Project Web App

  • Remove the upgraded Data Analysis Web Part

Important

It is especially important to be aware of Project Web Access Web Part upgrade issues if you are upgrading both your Office Project Server 2007 and the Microsoft Office SharePoint Server 2007 environment on which it resides.

For more information about Project Web App Web Parts in Project Server 2010, see the following articles:

Verify that the visual upgrade feature is configured to use the SharePoint Server 2010 user interface

Project Web App Web Parts do not appear correctly with the Office SharePoint Server 2007 user interface that is available through the SharePoint Server 2010 visual upgrade feature. By default, the SharePoint Server 2010 visual upgrade feature preserves the Office SharePoint Server 2007 user interface of upgraded sites. However, there is also an option during upgrade setup that enables you to upgrade all sites to the SharePoint Server 2010 user interface.

For sites that have the Office SharePoint Server 2007 user interface after the upgrade process, a switch to the SharePoint Server 2010 user interface is still possible. Site owners and site collection owners can change to the new user interface in the Site Settings section by selecting the Update the User Interface option. Site owners and site collection owners can also see how the site will look in SharePoint Server 2010 by using the Preview User Interface option.

For more information about the SharePoint Server 2010 visual upgrade feature, see Plan visual upgrade (SharePoint Server 2010).

To change the visual upgrade feature to the SharePoint Server 2010 user interface

  1. On the site, click Site Actions, and then click Site Settings.

  2. On the Site Settings page, in the Look and Feel section, click Title, Description, and Icon.

  3. On the Title, Description, and Icon page, in the Visual Upgrade section, click Preview the New User Interface to temporarily view the site in the SharePoint Server 2010 user interface. This lets you see how the Web Parts appear on the site in the SharePoint Server 2010 user interface.

  4. To permanently change the site user interface from Office SharePoint Server 2007 to SharePoint Server 2010, return to the Title, Description, and Icon page and click Update the User Interface, and then click OK.

Important

Once you decide to update the user interface, you cannot revert to the Office SharePoint Server 2007 user interface.

Fix the upgraded Project Web App Web Parts on sites in the same site collection as Project Web App

After you upgrade to Project Server 2010, all Project Web App Web Parts on sites in the same site collection as Project Web App require an update to their PSIURL property. The PSIURL property is a URL that points to the target Project Web App you are referencing. The format should be http://<server>/<pwa>.

For example, after you upgrade, you have a Project site (http://contoso/PWA/sites/Projectsite1) that contains a Project Center Web Part. You would have to edit the Project Center Web Part and update the PSIURL to point to the PWA site that you want the Web Part to connect to and display data from (http://contoso/pwa).

To change the PSIURL property of a Project Web App Web Part

  1. On the site, click the Site Actions menu, and then click Site Settings.

  2. On the Site Settings page, in the Galleries section, click Web Parts.

  3. In the Web Parts Gallery, select the check box next to the Web Part that you want to edit.

  4. Click the Documents tab to ensure that the Documents server ribbon appears. In the Documents server ribbon, click Download a Copy.

  5. In the File Download dialog box, click Save.

  6. In the Save As dialog box, select a location on your computer in which to save the file. Click Save.

  7. Open the Web Part in Notepad. In Notepad, in the <properties> section, add the following property:

    PSIURL <property name="PsiUrl" type="string"> https://server/PWA</property>

    For the PSIURL value, verify that the URL you enter is for the PWA site that the Project Web App Web Part is using as a data source. For example: For example: PSIURL <property name="PsiUrl" type="string"> http://Contoso/PWA</property>

    If the PSIURL property already exists, edit the entry to point to the correct URL. If you edit the entry, verify that you remove a null="true" parameter that may exist in the PSIURL property. Ensure that the PSIURL property that you edit contains only the name and type parameters and the URL (as shown in the examples earlier).

  8. Click File, and then click Save to save your changes. Close Notepad.

  9. In the Web Parts Gallery page, on the Documents server ribbon, click Upload Document, and then click Upload Document – Upload a document from your computer to the library.

  10. In the Upload Web Part dialog box, make sure Overwrite existing files is selected, and then click Browse. In the Choose File to Upload dialog box, locate and select the Web Part file that you edited, and then click Open.

  11. In the Upload Web Part dialog box, click Open.

  12. In the Web Part Gallery property page for the Web Part, click Save.

Important

After updating all the Project Web App Web Parts on the site, make sure that you refresh the site to verify that the Project Web App Web Parts appear correctly.

Fix the upgraded Project Web App Web Parts on sites not in the same site collection as Project Web App

After you upgrade from Office Project Server 2007 to Project Server 2010, Project Web App Web Parts that are on sites that are not in the Project Web App site collection must be manually removed and replaced. This is required because the upgrade process replaces the Project Web App Web Parts on these sites with invalid Web Parts (also known as "error Web Parts").

The following are the steps that are required to replace the invalid Project Web App Web Parts to make them functional on the site page:

  1. Remove the Project Web App Web Parts from the site.

  2. Import valid Project Web App Web Parts from a site in the Project Web App site collection.

  3. Change the PSIURL for the imported Project Web App Web Parts.

  4. Upload the Project Web App Web Parts to the Web Parts Gallery for the site.

  5. Add the Project Web App Web Parts to the site.

Remove the Project Web App Web Parts from site

Use the following procedure to delete the invalid Project Web App Web Parts from the Web Parts page for the site.

To remove a Project Web App Web Part from a page

  1. On the site, click the Site Actions menu, and then click Edit Page.

  2. The page will appear in Edit mode. Select the Web Part that you want to remove, click the Web Part menu (next to the check box in the upper-right corner of the Web Part), and then click Delete.

  3. In the Message from Web Part dialog box, click OK to confirm that you want to delete the Web Part.

  4. The page will appear with the Web Part removed. Click the Page tab to display the Page server ribbon, and then click Stop Editing.

Import valid Project Web App Web Parts from a site in the Project Web App site collection

After you have removed all the invalid Project Web App Web Parts from the site, you import valid Project Web App Web Parts into the Web Parts Gallery. You can import them from a site that is already in the Project Web App site collection. This makes them available when you have to re-add them to the site.

To import Project Web App Web Parts from a site in the Project Web App site collection

  1. Open a site in the Project Web App site collection.

  2. Click the Site Actions menu, and then click Site Settings. On the Site Setting page, in the Galleries section, click Web Parts.

  3. On the All Web Parts page, from the Web Parts list, select the check box next to all of the Project Web App Web Parts that you want to import to the other site.

  4. Click the Documents tab to display the Documents server ribbon. Click Download a Copy. In the File Download dialog box, click Save. In the Save As dialog box, select a location on your desktop to save the Web Part to and then click Save.

Update the PSIURL property for each Project Web App Web Part

After you download the Project Web App Web Parts to your desktop, you must add or update the PSIURL property for each Web Part file.

To change the PSIURL property for a Web Part file

  1. Open the Web Part in Notepad. In Notepad, in the <properties> section, add the following property:

    PSIURL <property name="PsiUrl" type="string"> https://server/PWA</property>

    For the PSIURL value, verify that the URL you enter is for the PWA site that the Project Web App Web Part is using to display its data. For example: PSIURL <property name="PsiUrl" type="string"> http://Contoso/PWA</property>

    It the PSIURL property already exists, edit the entry to point to the correct URL.

  2. Click File, and then click Save to save your changes to the Web Part file.

  3. Repeat the procedure for all Project Web App Web Parts that you are importing.

After you edit the PSIURL for each Project Web App Web Part, you must upload the Web Parts to the Web Part Gallery for the site to make them available to add to the Web Parts page.

To add the Project Web App Web Parts to the Web Part Gallery

  1. Open the site to which you want to import the Project Web App Web Parts. On this site, click Site Actions, and then click Site Settings. On the Site Settings page, in the Galleries section, click Web Parts.

  2. Click the Documents tab to display the Documents server ribbon. Click Upload Document.

  3. Select the Web Parts you want to import from your desktop and upload them to the Web Parts Gallery.

Add the Project Web App Web Parts to the site

After you import valid Project Web App Web Parts into the site's Web Part Gallery, you must add the valid Project Web App Web Parts to the site. You might also have to enable the Project Web Access server ribbon on the site, if the Project Web App Web Part you are adding to the site has a dependency on the ribbon.

To add the valid Project Web Access Web Parts to the site

  1. On the site page, click the Site Actions menu, and then click Edit Page. The page will appear in Edit mode.

  2. Click Add a Web Part in the location in which you want to add the Project Web App Web Part.

  3. On the Browse server ribbon, in the Category list, select Project Web App, and then click the Project Web App Web Part that you want to add to the location on the page. Click Add. Repeat steps 2 and 3 to add any remaining Project Web App Web Parts that you want to add to the page.

    The page then appears with the added Project Web App Web Parts, but it is still in Edit mode.

  4. When you are finished adding the Project Web App Web Parts to the page, click the Page tab to display the Page server ribbon, and then click Stop Editing.

  5. Refresh the site to verify that the Project Web App Web Parts appear correctly.

Some Project Web App Web Parts have a ribbon dependency and must have the Project Web App server ribbon enabled on the site in order to appear correctly. You must enable the Project Web App ribbon on the site before adding any Project Web App Web Parts that require the ribbon.

The PWA Web Parts that have a ribbon dependency are as follows:

  • Project Details

  • Project Center

  • Resource Assignments

  • Resource Center

  • My Tasks

  • Approval Center

  • Team Tasks

  • My Schedule

  • My Timesheet

Use the following procedure to enable the Project Web App server ribbon feature on a site if the PWA Web Part that you are adding has a dependency on it:

To enable the ribbon feature on a site

  1. On the site on which you want to enable the ribbon, click the Site Actions menu, and then click Site Settings.

  2. On the Site Settings page, in the Site Collection Administration section, click Site Collection Features.

  3. On the Site Collection Administration-Features page, find Project Web App Ribbon and then click the Activate button to the right of it.

Remove the upgraded Data Analysis Web Part

The Data Analysis Web Part is not available in Project Server 2010. Upgrading from Office Project Server 2007 to Project Server 2010 replaces the Data Analysis Web Part with an error Web Part. After you upgrade from Office Project Server 2007, the Data Analysis Web Part should be removed from the Web Part Gallery. Removing it from the Web Part Gallery makes it unavailable for all users.

To remove the Project Web App Data Analysis Web Part from the Web Part Gallery

  1. Open a site in the Project Web App site collection.

  2. On the site page, click the Site Actions menu, and then click Site Settings.

  3. On the Site Settings page, in the Galleries section, click Web Parts.

  4. In the All Web Parts page, click the check box next to the Data Analysis Web Part.

  5. Click the Documents tab to display the Documents server ribbon. On the Documents ribbon, click Delete Document.

  6. On the confirmation dialog box that asks you to confirm, click OK to delete the Web Part from the Gallery.