In this case, companies can save significant amount of time by using FluentPro FluentBooks FluentPro FluentBooks for Project Server 2013 Cloud Extractor Edition for migration from Microsoft Project Online to the Project Server 2013 On-premises.
In this blog post, I will provide a step-by-step guide how to migrate configuration and data (project with schedules) from the Microsoft Project Online PWA to the Project Server 2013 PWA On-premises. This post will be very similar to previous blog post about migration from Project Server 2010 to the Project Online - the same tool, same approach, just slightly different sequence.
We will migrate the entire PWA:
- Enterprise custom fields
- Lookup tables
- Views
- Resource pool
- Settings for Tasks and Time tracking
- Security Settings (Project Server security model)
- PDP
- EPT
- Stages / Phases
- Portfolio related information
- Projects with Team and Resource plans
- Values in custom fields in Projects (Project and Task level)
- Project Templates
This migration is requires almost no efforts (several minutes for configuration, 4-5 seconds per resource and 1-5 minutes per project depending on the size of the project) and will costs you only $1,000.
Prerequisites
- Project Server 2013 and administrator account
- Project Online and administrator account
- Project Pro 2013 / Project Professional 2013
- FluentBooks for Project Server 2013 Cloud Extractor Edition ($1,000; http://www.fluentpro.com/productsfluentbooks2013.html )
Preparation
Step 1: Install FluentBooks for Project Server 2013 Cloud Extractor Edition and get a license for your Project Online PWA URL (use File->License->Get PWA Info and send it to FluentPro); Activate the license.
Step 2: Install Project Migrator 2013 (comes with FluentBooks for Project Server 2013 Cloud Extractor Edition); Activate the license.
Phase 1: Configuration Migration
Step 3: Start FluentBooks for Project Server 2013 and select wizard "Full PWA Configuration and Projects Migration"
URL should have format similar to https://yourcompanyaddress.sharepoint.com/sites/PWA; If you use a custom domain - enter the full URL without the page name (default.aspx).
Credentials - it can be in format user@yourcompanyaddress.onmicrosoft.com or user@yourcompanydomain.com.
Step 4: On next wizard step, enter Target Information (your Project Server 2013 PWA URL) and credentials.
On this step, FluentBooks will download target configuration to check for possible conflicts (If you already made some configuration edits or have projects there).
Click Next
After the download, you will see the verification summary window where you can switch tabs to see the summary of differences between environments:
Step 5: Click Close in this window and click Next on Wizard Step 3: Upload configuration and Data to PWA.
After the upload, FluentBooks will show the summary screen with all the migration results
Step 6: Press Finish. The configuration migration successfully completed.
Phase 2: Project Schedules migration
Step 7: Download of Project Schedules
Start the Project Professional / Project Pro 2013, connect to your Project Online PWA and click on Add-ins tab and click on Import from PWA
Window will appear:
Step 8: Click on Load Projects. Project Migrator will load list of projects in PWA. After that, select a "Import Folder" where export files should be saved; Select projects that you want to move and click on Start Import
Project Migrator will "orchestrate" Project Professional to open all the projects. You may leave Project Migrator working until migration is done - but application requires the control of "mouse focus". After all projects are downloaded feel free to close Project Professional 2013.
Step 9: Restart Project Pro 2013 and connect to your Project Server 2013 PWA.
Click on Add-ins tab and click on Export to PWA
Window will appear:
Step 10: Click on Load Files, select folder from Step 8 and select files that you want to import. Click on Select all check box (or select projects that you would like to import, change the calendar in a grid if you want and click on Export Projects.
Project Migrator will start import. Project Migrator will "orchestrate" Project Professional to upload all the projects one by one. You may leave it working until it is done - application requires control of "focus". After all projects downloaded, close Project Professional 2013.
Summary
As you can see, you can migrate the Project Online PWA to the Project Server 2013 with only 10 steps that this required only about 15 minutes of the time directly interacting with the software. You can do other work during migration; Migration is automated.
License cost for FluentPro for Project Server 2013 Cloud Extractor edition is only $1,000. Product is licensed per Project Online PWA URL and allows multiple migrations from that URL.
If you have any questions - do not hesitate to contact us.
