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Migrating PWA data from Project Online to Project Server with FluentBooks

This article describes the process of migrating PWA data from the source Project Online PWA to a new blank target PWA (Project Server 2016/2019/SharePoint Server Subscription Edition) using FluentBooks wizards. 

For the migration of different parts of PWA, different parts of FluentBooks functionality are used.

Generally, we divide the PWA into 3 sets of data, each of which is migrated separately:

  • Project Web App Settings - all the configuration elements of Project Web App;
  • Projects – all projects from PWA Project Center;
  • SharePoint Sites – Site Settings of the Site Collection where Project Web App is activated and all Site Contents of this Site Collection, including Project Sites and all other kinds of Subsites.

FluentBooks is able to assist with the data migration for the following types of PWAs:

From source PWA: To target PWA:
Project Online PWA
SharePoint Server Subscription Edition
Project Online PWA Project Server On-Premise PWA 2016
Project Online PWA Project Server On-Premise PWA 2019

The migration process is divided into the following steps:

1. Download data from the source PWA.

2. Upload data to the target PWA.

3. Delta/Incremental migration of the source PWA changes (optional)

Migration Prerequisites

Please pay attention to these prerequisites for a successful migration:

1. If Projects are going to be migrated from the source to the target PWA, then the Microsoft Project Professional application must be installed on the machine where the FluentBooks will be running. 

A version of Project Professional should fit both source and target PWAs. 

Also, the Project Professional application should be configured to start with the default account without any dialogs and should be activated. 

If Project Professional is not installed or its version does not match the source PWA version, then FluentBooks will abort the import/export process and record the issue in the log file. 

2. Please note that in order to update resources in FPP files as per mapping results, FluentBooks will require Project Professional to have “Computer” set as a default account, and start using this default account.

3. If any of the custom project fields are “Required”, i.e. “Require that this field has information” is set to “Yes” for the field, then before uploading projects to the target PWA, FluentBooks will set these fields to “Not required”

After the upload is completed, FluentBooks will restore the “Require that this field has information” setting back to “Required”. These actions will be recorded in the log file.

4. Windows session is required to be active at all times when the “Download Projects to FPP files” / “Upload Projects from FPP files” wizard is running. 

Please refer to the FluentBooks hangs when “Download Projects to FPP files” or “Upload Projects from FPP files” wizard is running article. 

5. It also might be a good idea to use some test environment first to determine all the hidden issues specific to your environment, understand how much time migration takes, and make sure you are ready to migrate data for production purposes.

6. User accounts should be created in the target Project Server tenant prior to migration. FluentBooks does not support User Accounts creation. It is only able to associate a resource with an existing user account during resource migration.

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