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Encoding Quick Response Code in Microsoft Office Roll Out the Desktop

CHAPTER
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Roll Out the Desktop
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mplementing Project Server 2007 without planning for the desktop components is like christening a pirate ship without the grog: You ll end up with a surly gaggle of participants who can t do the job expected of them during a pivotal moment of new tool adoption As discussed in various sections of this book, positive overall perception of the Enterprise Project Management (EPM) environment is a critical step toward the adoption of the processes required to make it all work In this chapter, we will discuss the configuration requirements for two of the client interfaces to Project Server 2007, and we ll cover the notso-obvious client components to be installed that enable Project Web Access (PWA) functionality
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Internet Explorer
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As the primary interface with PWA for a majority of your users, Internet Explorer is a critical component of your Project Server 2007 implementation Because this tool is pervasive throughout your user base, we will discuss the required configuration settings of the browser and the additional components that are required for functionality based on the user s role within the EPM system
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Trusted Sites Zone
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The Trusted Sites Zone in Internet Explorer has a number of modifications that you must make in order to realize all of the functionality in PWA Although there are some differences in the default security settings of Internet Explorer 6 and Internet Explorer 7, we will focus on the default configuration settings of the latter To reach the configuration settings discussed in this section, from Internet Explorer click Tools | Options Most of the settings are located on the Security tab In addition, you can apply group policies to make these settings for large groups of users
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Either by establishing a group policy, or by manually modifying the sites included in the Trusted Sites Zone, you must identify the PWA site as a member of this zone (If you installed your PWA site on a port other than port 80, you will need to specify it when identifying the site to the Trusted Sites Zone [that is, http://ps2k7:81])
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Part III:
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Details on the Installation and Configuration
Custom Level
Now that the PWA site is a member of the Trusted Sites Zone in Internet Explorer, you must make some modifications to this zone to allow for the transparent authentication and functionality provided by the PWA ActiveX controls In Internet Explorer s Trusted Sites Zone, you should modify the following settings from the Trusted Sites Zone Settings page (these changes assume that you ve started from the default level of Medium):
Download Signed ActiveX Controls This portion of the custom-level security settings determines whether users can download the ActiveX controls These controls perform a wide variety of functions in PWA, including displaying the grids and Gantt charts that comprise Project/Resource Center views, as well as enabling functionality between PWA and other Microsoft Office applications The action of downloading and installing ActiveX controls happens only once per machine, although it may need to happen again if a machine becomes corrupted or a future Project Server 2007 Service Pack requires it If your organization has a policy that prevents users from installing these controls on their machines, refer to the ActiveX Controls section of this chapter Otherwise, ensure that this parameter is set to either Enable or Prompt Initialize and Script ActiveX Controls Not Marked as Safe for Scripting Leaving this setting disabled prevents functionality where you need to export to Excel or to Microsoft Word, open enterprise projects by clicking an Edit Project link in PWA, or view status report responses through Microsoft Word Whereas the Download Signed ActiveX Controls setting enables the downloading and installation of the
13:
Roll Out the Desktop
ActiveX controls, this setting allows the initialization of the controls when certain actions are requested You must change this setting to either Enable or Prompt to achieve this functionality Enable Data Access across Domains Although wording of this setting could potentially have URL, Active Directory, and firewall implications, in the context of PWA, it applies specifically to Internet Explorer accessing data stored in SQL Server Analysis Services Because these online analytical processing (OLAP) data bypass the PWA server en route to Internet Explorer, the browser treats these as data that are in another domain This setting dictates how Internet Explorer responds when this type of access is attempted To provide users of the Data Analysis views access to the data that the views use, you must modify the setting to Enable or Prompt User Authentication As of this writing, in Internet Explorer 7 the default (Medium) security settings for the Trusted Sites Zone define that transparent authentication takes place only for those sites identified in the local intranet sites zone To enable transparent authentication for the PWA site that has been added to the Trusted Sites Zone, you must change this setting to Automatic Logon with Current User Name and Password (You have probably experienced the effects of this setting shortly after you created the SharePoint Central Administration Site, navigated to it, and were confronted with a logon box At that point, you probably canceled the navigation, went into the options of Internet Explorer, modified the sites membership of the local intranet or Trusted Sites Zone, and refreshed your browser to experience transparent authentication)
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