All,
I'm using portfolio server 2007 and have been given a business problem.
Our IT organization is the main user of PPS.  However, if I turn the 
solution into a hosted one (for external customers), I'm presented with 2 
options: 1) create multiple accounts (one per organization) or 2) use one 
account and multiple organizations.
Option #1 is unacceptable to our customers (because the system forces dual 
logins), so we're thinking option #2 might work.  If someone knows how to 
make option 1 work with Active Directory logins, I'm all ears.
Option #2 only works if my customers want the same information as I do on 
each tab.  So I've been thinking about modifying tabs.  Having already gone 
into the ASPX file, I can create new tabs, etc.  However, there is no place 
to control these new tabs (read-only, editable, etc).  Likewise, there's no 
place to control these via workflow.  If someone knows how to make this 
work, I'm all ears.

Thanks in advance for responding.

John
EPM Admin 

Hi John,

If I understood the case clearly here is my suggestions:

Option 1: Multiple Accounts - One Per Organization ( I wont opt for it!!!)

As far as I know, it will ask for dual login if you don't opt for SSO 
(Windows Authentication). If you have already opted for SSO then ignore the 
following steps.

i)-Windows Authentication (SSO). You have to choose it while installing SQL. 

ii)-While adding users in MOPPS (User Management), put the login information 
like "Domain\login id". 

iii)- You can choose to skip in setting a password in this case.

iv)- Important: Check the box selecting "This user uses integrated 
authentication ONLY."

v)- This would allow the users to login with their SSO settings.  

vi)- I would not go for Option-1 as it makes all my accounts (instances) 
open for any given user. 
 
Note:
In Portfolio Server (MOPPS) 2007 Settings area, to my knowledge, there is no 
provisions available that you can directly do active directory 
synchronization. like the way we do in Project Server to auto populate users 
from AD. However, in case you have Project Server & MOSS existed in the same 
farm that of MOPPS, then you can set SSO in the central administration area. 
This helps us to import resources from Project Server to MOPPS through 
Project Server Gateway.

Option-2: use one account and multiple organizations:

i)- I would prefer this as far as your requirement is concerned.

ii)-As you said that you can create different tabs, use the ASPX. But note 
that, you have to be specific & careful as which ASPX to modify such as 
Projects, Programs & Portfolio's. (Please please keep a back up of the ASPX 
before editing else everything goes for a toss!)

iii)- Once after creating the tabs in ASPX, do check in selecting a 
Project/program for editing or adding a new entity whether the new tabs are 
populated or not. If not, check the aspx

iv)-If yes, next go to Settings >> Workflow Management >> Lifecycle 
Management >> Step Settings Management.

v)- Choose the Custom Tab that you have created and opt for Editable, 
Readonly or Invisible.

I hope this helps.

Thanks & Regards
Ajit Mishra, MCITP
www.epmguru.com
http://microsoft-epm.blogspot.com/ 


"John" wrote:

> All,
> I'm using portfolio server 2007 and have been given a business problem.
> Our IT organization is the main user of PPS.  However, if I turn the 
> solution into a hosted one (for external customers), I'm presented with 2 
> options: 1) create multiple accounts (one per organization) or 2) use one 
> account and multiple organizations.
> Option #1 is unacceptable to our customers (because the system forces dual 
> logins), so we're thinking option #2 might work.  If someone knows how to 
> make option 1 work with Active Directory logins, I'm all ears.
> Option #2 only works if my customers want the same information as I do on 
> each tab.  So I've been thinking about modifying tabs.  Having already gone 
> into the ASPX file, I can create new tabs, etc.  However, there is no place 
> to control these new tabs (read-only, editable, etc).  Likewise, there's no 
> place to control these via workflow.  If someone knows how to make this 
> work, I'm all ears.
> 
> Thanks in advance for responding.
> 
> John
> EPM Admin 
> 
> 
> .
> 

John:

Are you planning on moving to 2010 early in the cycle? If so, the new 
version contains features that handle multi-tenancy quite nicely.

-- 
Gary L Chefetz, MVP, MCT, MCITP
msProjectExperts http://www.msprojectexperts.com
FAQs and Reference http://www.projectserverexperts.com
BLOG: http://projectserverhelp.com

"John" <joeemailsc3005@yahoo.com> wrote in message 
news:#FHKn5RqKHA.5736@TK2MSFTNGP05.phx.gbl...
> All,
> I'm using portfolio server 2007 and have been given a business problem.
> Our IT organization is the main user of PPS.  However, if I turn the 
> solution into a hosted one (for external customers), I'm presented with 2 
> options: 1) create multiple accounts (one per organization) or 2) use one 
> account and multiple organizations.
> Option #1 is unacceptable to our customers (because the system forces dual 
> logins), so we're thinking option #2 might work.  If someone knows how to 
> make option 1 work with Active Directory logins, I'm all ears.
> Option #2 only works if my customers want the same information as I do on 
> each tab.  So I've been thinking about modifying tabs.  Having already 
> gone into the ASPX file, I can create new tabs, etc.  However, there is no 
> place to control these new tabs (read-only, editable, etc).  Likewise, 
> there's no place to control these via workflow.  If someone knows how to 
> make this work, I'm all ears.
>
> Thanks in advance for responding.
>
> John
> EPM Admin
> 

Gary,
No, actually we just upgraded to PS and PPS 2007 in June of 09.  Our 
organization is pretty conservative, so we probably won't upgrade to PS 2010 
until late 2011 or 2012.


"Gary Chefetz" <gary@chefetz.nospam.org> wrote in message 
news:00406A72-7CA1-4690-968D-076D7A88F1B9@microsoft.com...
> John:
>
> Are you planning on moving to 2010 early in the cycle? If so, the new 
> version contains features that handle multi-tenancy quite nicely.
>
> -- 
> Gary L Chefetz, MVP, MCT, MCITP
> msProjectExperts http://www.msprojectexperts.com
> FAQs and Reference http://www.projectserverexperts.com
> BLOG: http://projectserverhelp.com
>
> "John" <joeemailsc3005@yahoo.com> wrote in message 
> news:#FHKn5RqKHA.5736@TK2MSFTNGP05.phx.gbl...
>> All,
>> I'm using portfolio server 2007 and have been given a business problem.
>> Our IT organization is the main user of PPS.  However, if I turn the 
>> solution into a hosted one (for external customers), I'm presented with 2 
>> options: 1) create multiple accounts (one per organization) or 2) use one 
>> account and multiple organizations.
>> Option #1 is unacceptable to our customers (because the system forces 
>> dual logins), so we're thinking option #2 might work.  If someone knows 
>> how to make option 1 work with Active Directory logins, I'm all ears.
>> Option #2 only works if my customers want the same information as I do on 
>> each tab.  So I've been thinking about modifying tabs.  Having already 
>> gone into the ASPX file, I can create new tabs, etc.  However, there is 
>> no place to control these new tabs (read-only, editable, etc).  Likewise, 
>> there's no place to control these via workflow.  If someone knows how to 
>> make this work, I'm all ears.
>>
>> Thanks in advance for responding.
>>
>> John
>> EPM Admin
>> 

Thanks Ajit.  I will give your suggestions a try and see where I end up.

John

"Ajit" <Ajit@discussions.microsoft.com> wrote in message 
news:74F17A2B-94BD-498C-9A52-DA1E7B1886E7@microsoft.com...
> Hi John,
>
> If I understood the case clearly here is my suggestions:
>
> Option 1: Multiple Accounts - One Per Organization ( I wont opt for it!!!)
>
> As far as I know, it will ask for dual login if you don't opt for SSO
> (Windows Authentication). If you have already opted for SSO then ignore 
> the
> following steps.
>
> i)-Windows Authentication (SSO). You have to choose it while installing 
> SQL.
>
> ii)-While adding users in MOPPS (User Management), put the login 
> information
> like "Domain\login id".
>
> iii)- You can choose to skip in setting a password in this case.
>
> iv)- Important: Check the box selecting "This user uses integrated
> authentication ONLY."
>
> v)- This would allow the users to login with their SSO settings.
>
> vi)- I would not go for Option-1 as it makes all my accounts (instances)
> open for any given user.
>
> Note:
> In Portfolio Server (MOPPS) 2007 Settings area, to my knowledge, there is 
> no
> provisions available that you can directly do active directory
> synchronization. like the way we do in Project Server to auto populate 
> users
> from AD. However, in case you have Project Server & MOSS existed in the 
> same
> farm that of MOPPS, then you can set SSO in the central administration 
> area.
> This helps us to import resources from Project Server to MOPPS through
> Project Server Gateway.
>
> Option-2: use one account and multiple organizations:
>
> i)- I would prefer this as far as your requirement is concerned.
>
> ii)-As you said that you can create different tabs, use the ASPX. But note
> that, you have to be specific & careful as which ASPX to modify such as
> Projects, Programs & Portfolio's. (Please please keep a back up of the 
> ASPX
> before editing else everything goes for a toss!)
>
> iii)- Once after creating the tabs in ASPX, do check in selecting a
> Project/program for editing or adding a new entity whether the new tabs 
> are
> populated or not. If not, check the aspx
>
> iv)-If yes, next go to Settings >> Workflow Management >> Lifecycle
> Management >> Step Settings Management.
>
> v)- Choose the Custom Tab that you have created and opt for Editable,
> Readonly or Invisible.
>
> I hope this helps.
>
> Thanks & Regards
> Ajit Mishra, MCITP
> www.epmguru.com
> http://microsoft-epm.blogspot.com/
>
>
> "John" wrote:
>
>> All,
>> I'm using portfolio server 2007 and have been given a business problem.
>> Our IT organization is the main user of PPS.  However, if I turn the
>> solution into a hosted one (for external customers), I'm presented with 2
>> options: 1) create multiple accounts (one per organization) or 2) use one
>> account and multiple organizations.
>> Option #1 is unacceptable to our customers (because the system forces 
>> dual
>> logins), so we're thinking option #2 might work.  If someone knows how to
>> make option 1 work with Active Directory logins, I'm all ears.
>> Option #2 only works if my customers want the same information as I do on
>> each tab.  So I've been thinking about modifying tabs.  Having already 
>> gone
>> into the ASPX file, I can create new tabs, etc.  However, there is no 
>> place
>> to control these new tabs (read-only, editable, etc).  Likewise, there's 
>> no
>> place to control these via workflow.  If someone knows how to make this
>> work, I'm all ears.
>>
>> Thanks in advance for responding.
>>
>> John
>> EPM Admin
>>
>>
>> .
>> 

Ajit,
The new tab is available for use when adding a new Project entity.  However, 
when going to the workflow management, only the PPS default tabs are listed 
to be editable, readonly or invisible.  Any suggestions?

John


"John" <joeemailsc3005@yahoo.com> wrote in message 
news:eEC$0UaqKHA.4492@TK2MSFTNGP05.phx.gbl...
> Thanks Ajit.  I will give your suggestions a try and see where I end up.
>
> John
>
> "Ajit" <Ajit@discussions.microsoft.com> wrote in message 
> news:74F17A2B-94BD-498C-9A52-DA1E7B1886E7@microsoft.com...
>> Hi John,
>>
>> If I understood the case clearly here is my suggestions:
>>
>> Option 1: Multiple Accounts - One Per Organization ( I wont opt for 
>> it!!!)
>>
>> As far as I know, it will ask for dual login if you don't opt for SSO
>> (Windows Authentication). If you have already opted for SSO then ignore 
>> the
>> following steps.
>>
>> i)-Windows Authentication (SSO). You have to choose it while installing 
>> SQL.
>>
>> ii)-While adding users in MOPPS (User Management), put the login 
>> information
>> like "Domain\login id".
>>
>> iii)- You can choose to skip in setting a password in this case.
>>
>> iv)- Important: Check the box selecting "This user uses integrated
>> authentication ONLY."
>>
>> v)- This would allow the users to login with their SSO settings.
>>
>> vi)- I would not go for Option-1 as it makes all my accounts (instances)
>> open for any given user.
>>
>> Note:
>> In Portfolio Server (MOPPS) 2007 Settings area, to my knowledge, there is 
>> no
>> provisions available that you can directly do active directory
>> synchronization. like the way we do in Project Server to auto populate 
>> users
>> from AD. However, in case you have Project Server & MOSS existed in the 
>> same
>> farm that of MOPPS, then you can set SSO in the central administration 
>> area.
>> This helps us to import resources from Project Server to MOPPS through
>> Project Server Gateway.
>>
>> Option-2: use one account and multiple organizations:
>>
>> i)- I would prefer this as far as your requirement is concerned.
>>
>> ii)-As you said that you can create different tabs, use the ASPX. But 
>> note
>> that, you have to be specific & careful as which ASPX to modify such as
>> Projects, Programs & Portfolio's. (Please please keep a back up of the 
>> ASPX
>> before editing else everything goes for a toss!)
>>
>> iii)- Once after creating the tabs in ASPX, do check in selecting a
>> Project/program for editing or adding a new entity whether the new tabs 
>> are
>> populated or not. If not, check the aspx
>>
>> iv)-If yes, next go to Settings >> Workflow Management >> Lifecycle
>> Management >> Step Settings Management.
>>
>> v)- Choose the Custom Tab that you have created and opt for Editable,
>> Readonly or Invisible.
>>
>> I hope this helps.
>>
>> Thanks & Regards
>> Ajit Mishra, MCITP
>> www.epmguru.com
>> http://microsoft-epm.blogspot.com/
>>
>>
>> "John" wrote:
>>
>>> All,
>>> I'm using portfolio server 2007 and have been given a business problem.
>>> Our IT organization is the main user of PPS.  However, if I turn the
>>> solution into a hosted one (for external customers), I'm presented with 
>>> 2
>>> options: 1) create multiple accounts (one per organization) or 2) use 
>>> one
>>> account and multiple organizations.
>>> Option #1 is unacceptable to our customers (because the system forces 
>>> dual
>>> logins), so we're thinking option #2 might work.  If someone knows how 
>>> to
>>> make option 1 work with Active Directory logins, I'm all ears.
>>> Option #2 only works if my customers want the same information as I do 
>>> on
>>> each tab.  So I've been thinking about modifying tabs.  Having already 
>>> gone
>>> into the ASPX file, I can create new tabs, etc.  However, there is no 
>>> place
>>> to control these new tabs (read-only, editable, etc).  Likewise, there's 
>>> no
>>> place to control these via workflow.  If someone knows how to make this
>>> work, I'm all ears.
>>>
>>> Thanks in advance for responding.
>>>
>>> John
>>> EPM Admin
>>>
>>>
>>> .
>>>
>
> 

Hi John,

Good that you are able to see the new tabs while adding the new entities. By 
default as the custom-made tabs are not coming on the workflow steps 
settings, you might have to edit & add the new tabs to the Workflow 
(Step-Setting)aspx. (I've never tried this though but there could be no other 
way). 

Once again, MOPPS 2007 is very sensitive so keep a back up of your aspx 
before editing.

Thanks & Regards
Ajit Mishra, MCITP
www.epmguru.com
http://microsoft-epm.blogspot.com/
 

"John" wrote:

> Ajit,
> The new tab is available for use when adding a new Project entity.  However, 
> when going to the workflow management, only the PPS default tabs are listed 
> to be editable, readonly or invisible.  Any suggestions?
> 
> John
> 
> 

Thanks Ajit.  My co-admin who does this type of work is out of the office 
for the next week.  Once he gets back, I'll have him try this.  I'll follow 
up with you in this newsgroup once we have some results.

John

"Ajit" <Ajit@discussions.microsoft.com> wrote in message 
news:767EFDF1-B6CC-4665-8C92-2A164CA1A5EF@microsoft.com...
> Hi John,
>
> Good that you are able to see the new tabs while adding the new entities. 
> By
> default as the custom-made tabs are not coming on the workflow steps
> settings, you might have to edit & add the new tabs to the Workflow
> (Step-Setting)aspx. (I've never tried this though but there could be no 
> other
> way).
>
> Once again, MOPPS 2007 is very sensitive so keep a back up of your aspx
> before editing.
>
> Thanks & Regards
> Ajit Mishra, MCITP
> www.epmguru.com
> http://microsoft-epm.blogspot.com/
>
>
> "John" wrote:
>
>> Ajit,
>> The new tab is available for use when adding a new Project entity. 
>> However,
>> when going to the workflow management, only the PPS default tabs are 
>> listed
>> to be editable, readonly or invisible.  Any suggestions?
>>
>> John
>>
>>
>