Setting Up Project Professional for Your Server

To connect your installation of Project Professional to your organization's project server, follow these steps:

1 Start Project Professional.

At this point, it doesn't matter whether or not a project plan is open.

2 Click Tools, Enterprise Options, Microsoft Office Project Server Accounts. The Project Server Accounts dialog box appears (see Figure 22-1).

Figure 22-1. Add your project server location as an account for your installation of Project Professional.

In the Project Server Accounts dialog box, click Add.

The Account Properties dialog box appears (see Figure 22-2).

Figure 22-2. Enter the new account name and the project server URL.

Figure 22-2. Enter the new account name and the project server URL.

In the Account Name box, enter the "friendly" name by which you want to identify the project server.

In the Project Server URL box, enter the address of your organization's project server, in the format of http://servername/projectserver.

Obtain this address from your project server administrator. Click the Test Connection button to verify the connection to the server running Project Server and ensure that the address is correct and actually points to a functioning project server.

A message appears that indicates whether or not the connection was successful. If there is a problem with the connection, verify that you have entered the correct information, or notify your project server administrator.

Under When Connecting, specify whether you will be using a Windows or Project Server account.

This account needs to match the way your project server administrator has already set up your user information. If you will be using a Project Server account, enter your user name for that account.

Tip Windows user account or Project Server account?

A Windows user account is generally more versatile and convenient than a Microsoft Project Server account. You use the same user ID and password as you do to log on to your Windows network, which saves time when logging on to the project server and enhances security while maintaining convenience for you.

In addition, several features of Project Server perform better when accessed with a Win dows user account, in particular, Portfolio Analyzer and Windows SharePoint Services.

8 Select the Set Default Account check box if you want this account to be automatically selected for connection whenever you start up Project Professional.

Setting the default account does not necessarily log you into this account when you start up Project Professional; it's simply the account that's selected for logon.

9 Click OK.

The Project Server Accounts dialog box appears again, listing your new account in the Available Accounts box.

10 Under When Starting, specify whether or not you want to automatically connect to the server running Project Server as soon as you start up Project Professional.

If you select Automatically Detect Connect State, upon startup Project Professional will connect to the account you set as the default, which can be very convenient if you know that you will always want to connect to a single project server and will rarely work offline.

If you select Manually Control Connection State, a dialog box will appear upon startup that gives you the choice of which account you want to use for this Project Professional session. This might the most appropriate choice if you sometimes expect to work offline. It is also the right choice if this computer is a shared network computer used by multiple users who have different user names and permissions.

11 When finished, click OK.

At this point, you are set up to log on to your project server through Project Professional. If you want to log on immediately, exit Project Professional and then start it up again.

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