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How to prepare an Oracle VM environment to use Oracle VM Templates, how to obtain a template, and how to deploy the template to your Oracle VM environment.
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This article describes how to prepare an Oracle VM environment to use Oracle VM Templates, how to obtain a template, and how to deploy the template to your Oracle VM environment. It also describes how to create a virtual machine based on that template and how you can clone the template and change the clone's configuration. As an example, the article uses a template for Oracle Database that contains two disk images: an Oracle Linux system image and an Oracle Database image.
About Oracle VM Templates
Virtualization technology offers many benefits, including higher utilization of the CPU and other hardware resources, easy software deployments, and simplified systems management. To make software management and deployment even easier, Oracle introduced Oracle VM Templates: prebuilt, preconfigured virtual machines (VMs) that are fully ready for deployment to a virtualized environment. A typical template includes a guest operating system and application software, along with configuration information needed for the VM deployment.
The main attraction for using Oracle VM Templates is to make deploying and managing VMs easier. Oracle offers a large number of VM templates for most popular Oracle products, including Oracle Database, Oracle Business Intelligence Enterprise Edition, Oracle WebLogic Server, Oracle Linux, and MySQL Database, to name a few.
Preparing Your Working Environment
Before you can make use of a template, you must first install Oracle VM, which requires installing at least one Oracle VM Server plus Oracle VM Manager.
To install Oracle VM Server, you'll need a clean machine. Oracle VM Server provides a hypervisor and a privileged domain (Dom0) to install directly on a bare metal server that does not require a host operating system.
Oracle VM Server takes over the entire hard drive, thus requiring a dedicated machine. If you just want to play a little with it and cannot provide a dedicated machine for it, a simple workaround might be to temporarily use another hard drive, such as a removable hard drive. There are motherboards that let you connect such external devices through the back panel of the computer as a SATA device. If that is not possible, you should be able to connect it through a USB port. Then, be sure to set it as the first boot device in the BIOS. To be on the safe side, you should temporarily unplug your regular hard drive. This approach allows you to easily revert back to your regular configuration later on.
After installing Oracle VM Server, you need to install Oracle VM Manager, which will be used to manage the virtualization environment created during the server installation. Oracle VM Manager does not require a dedicated machine. However, Oracle recommends that Oracle VM Server and Oracle VM Manager be installed on separate machines (installing both on the same machine is tricky and unsupported). In other words, you'll need another machine. As of Oracle VM Manager 3.0, you can install Oracle VM Manager on a computer running Oracle Linux 5 Update 5 (64-bit) or later.
To learn about the software and hardware requirements for a specific release of Oracle VM, refer to the appropriate Oracle VM installation guide.
During the simple installation of Oracle VM Manager 3.0, the following software components are installed:
- Oracle Database, Express Edition 11g
- Java
- Oracle Application Development Framework
- Oracle WebLogic Server
- Oracle VM Manager, which is, in fact, an Oracle WebLogic Server application
Note: Oracle Database, Express Edition 11g is bundled with Oracle VM Manager 3 for customer-evaluation purposes, but Oracle Database, Standard Edition or Oracle Database, Enterprise Edition is required for production support as the management repository. All necessary licenses, including licenses for Oracle WebLogic Server and Oracle Database (Standard Edition or Enterprise Edition) are included at no additional charge. For more details, refer to My Oracle Support Doc ID 1356588.1: Oracle VM 3.0 WebLogic and Oracle Database Product Licensing and Support Policy (requires login).
Setting Up Your Oracle VM Environment
After you have installed Oracle VM Server and Oracle VM Manager, the next task is to see whether the machine hosting Oracle VM Server is pingable from the Oracle VM Manager's host. If it is, you can proceed to set up your Oracle VM environment with the help of Oracle VM Manager.
To start working with Oracle VM Manager, point your browser to this address:
http://example.com:7001/ovm/console
.Alternatively, you can use Secure Sockets Layer (SSL) by pointing your browser here:
https://example.com:7002/ovm/console
.You'll be routed to the Login page of Oracle VM Manager, where you need to enter the administration username and password you specified during the Oracle VM Manager installation.
Discovering the Oracle VM Server
To complete the task of discovering your Oracle VM Server, perform the following steps:
- In Oracle VM Manager, move on to the Hardware view.
- Select Discover from the Actions menu.
- In the Discover Servers dialog box, specify the IP address of your Oracle VM Server's host and the VM agent's password you provided during the server installation. Figure 1 shows what the Hardware view of Oracle VM Manager might look like after your Oracle VM Server has been discovered:
Figure 1. The Hardware View of Oracle VM Manager
Creating a Server Pool
Now that your Oracle VM Server has been discovered, you can create a server pool, which is a required step when setting up an Oracle VM environment. To do this, follow these steps:
- Move to the Home view.
- Select Create Server Pool from the Actions menu.
- In the Create Server Pool dialog box, the only required fields are Server Pool Name and Virtual IP, as long as you have deselected the Activate Cluster checkbox. Otherwise, you also need to specify the Location of the server pool file system required for cluster data and for cluster heartbeating.
Adding the Discovered Server to the Server Pool
You can now add your Oracle VM Server to the newly created server pool by performing the following steps:
- Under the Home->Server Pools node in the navigator, select the newly created server pool.
- Select Add/Remove Servers from the Actions menu.
- In the Add/Remove Servers dialog box, move your Oracle VM Server from the Available Servers pane to Selected Servers.
Creating a Storage Repository for Storing Oracle VM Resources
The next required step is to create a storage repository for storing your Oracle VM resources, including Oracle VM Templates. Here, you have several options. In the simplest case, you can take advantage of an NFS share. The other options include local storage, iSCSI SAN, and Fibre Channel SAN.
Although it's more reliable to use a separate location (such as an NFS share) for a storage repository, you can use a local disk of your Oracle VM Server instead, thus taking advantage of the local storage option. Beware, though: Oracle VM Server 3.0 doesn't allow you to utilize the unused space on the physical disk it's installed on. For local storage, you'll need at least one more physical disk. In other words, you'll need a total of two disks at minimum on your Oracle VM Server host if you want to use local storage. In practice, though, local storage is not a primary use case. The major downside to this approach is that local storage, by definition, cannot be shared between different servers.
For the NFS share option, an NFS file server can be set up easily on the majority of operating systems being used today. The ability to expose a file system to a network so that remote hosts can mount it as if it is mounted locally provides interesting storage opportunities. For example, you might readily turn a host running Microsoft Windows into a file server that will host a storage repository in your Oracle VM environment. For further details on setting up an NFS server, you can check the vendor documentation.
Registering a File Server or a Storage Array
The next step is to register a file server or a storage array, depending on what you're going to use. As mentioned, this step is not required if you are using the local storage on your Oracle VM Server. In the case of the NFS share option, you'll need to register a file server. The following steps describe how you might do this, assuming you already have an NFS file server running in your network:
- 1. Move to the Hardware view.
- 2. In the navigator, click the Storage tab.
- 3. On the Storage tab, right-click File Servers and then select Register File Server.
- 4. On the first screen of the Register File Server wizard, fill out the Name and Access Host fields and select the storage plug-in in the Storage Plug-in list box.
- 5. On the next screen of the wizard, you should see your file server in the Available Servers pane. Move it to the Selected Servers pane, and complete the wizard. After completing the file server registration, Oracle VM Manager automatically starts a discovery job for the server's file systems. So, you should have a file system that can be used to create a storage repository for your server pool. That file system should appear under the File Servers->your_file_server node on the Storage tab of the Hardware view.
- 6. Next, create a storage repository based on the server's file system:
- Refresh the discovered file system by right-clicking it in the navigator and then selecting Refresh File System from the pop-up menu.
- Move to the Home view.
- In the navigator, select the Server Pools node.
- In the management pane, move to the Repositories tab.
- On the tools panel of the Repositories tab, click the Create icon.
- In the Create Repository dialog box, complete the required fields, which are Name, Repository Location, and, if you selected Network File Server for Repository Location, Network File System.
Presenting the Repository to the Oracle VM Server
As a result of the previous steps, the newly created repository should appear in the table on the Repositories tab. Now you need to present the repository to your Oracle VM Server so the server can use it. To do this, follow these steps:
- In the Repositories table on Repositories tab, select the newly created repository.
- On the tools panel of the Repositories tab, click the Present/Unpresent Selected Repository icon.
- In the Present this Repository to Server(s) dialog box, move your Oracle VM Server from the Servers pane to the Presented to Server(s) pane.
- On the tools panel of the Repositories tab, click the Refresh Selected Repository Contents icon to refresh the repository.
Obtaining an Oracle VM Template
After successfully completing the previous steps, you're ready to start working with Oracle VM Templates. The first step will be to obtain a template from the Oracle Software Delivery Cloud (requires login).
- For our example, go to the Oracle Linux and Oracle VM page of the Oracle Software Delivery Cloud.
- Sign in and accept the agreement on the Terms & Restrictions screen. You'll be directed to the Media Pack Search screen.
- Select Oracle VM Templates from the Select a Product Pack list.
- Select the platform from the Platform list. If you're using Oracle VM Manager 3.0 or later, you must select x86 64 bit.
- After selecting a product pack and platform, click the Go button to start searching for a template. Figure 2 shows what the Search page might look like after you've conducted a search for Oracle VM Templates on the x86 64-bit platform.
Figure 2. Results of the Search
As a result, you'll be taken to the chosen template's download page, on which you might find more than one template download link. For example, at the time of this writing, the Oracle VM Templates for Oracle Database Media Pack for x86_64(64 bit) page offers two templates: one for Oracle Database 10g Release 2 and the other for Oracle Database 11g Release 1.
Also, on the download page, you can find the readme file accompanying the template. Read it carefully to learn the following:
- What software components the template contains
- Default configuration
- Parameters of the included disk images
- Deployment information
Importing an Oracle VM Template
After downloading the template archive to your system, move it to a directory where it will be available through FTP, HTTP, or HTTPS. (The template importing mechanism used in Oracle VM Manager is limited to those protocols only.)
The following steps describe how you can import a template into your Oracle VM environment through Oracle VM Manager:
- In Oracle VM Manager, move to the Home view.
- In the navigator, select the Server Pools node.
- In the management pane, move to the Templates tab.
- On the tools panel of the Templates tab, click the Import Template icon.
- In the Import Template dialog box, specify the repository (created as described in the preceding section) in the Repository field, specify the Oracle VM Server in the Server field, and specify the URL of the template archive in the Template URLs field, using either FTP, HTTP, or HTTPS.
If the importing process fails at the very beginning, the first thing to check is the firewall. In particular, you might need to disable the firewall on the host running Oracle VM Manager (the firewall is disabled on Oracle VM Server by default).
During importing, the template archive will be downloaded and then unpacked in the specified repository. Then the repository will be automatically refreshed so that Oracle VM Manager can reflect the changes made in its content tabs. Figure 3 illustrates what the Oracle VM Manager window might look like after the importing process has been completed successfully.
Figure 3. Templates Tab After an Importing a Template into the Oracle VM Environment
To view the template's configuration and network and storage information, select the template in the Templates table and then click an appropriate tab.
Creating a Virtual Machine from an Oracle VM Template
After you have successfully imported a template into your Oracle VM environment, you might want to create a virtual machine from it. Before you can do that, though, you need to perform some networking tasks in Oracle VM Manager. In particular, you need to create a virtual machine network and generate a set of Virtual Network Interface Cards (VNICs) that will be assigned to virtual machines as network cards.
To create a virtual machine network, follow the steps below:
- 1. In Oracle VM Manager, move to the Hardware view.
- 2. In the navigator, click the Hardware tab and select the Resources folder.
- 3. In the management pane, select the Network tab.
- 4. On the tools panel of the Network tab, click the Create New Network icon to invoke the Network Configuration wizard.
- 5. On the first screen of the wizard, select a network configuration option. If you have a single Oracle VM Server, you can select the Create a logical network on a single server option. In that case, the wizard will present only two more screens.
- 6. On the Create Network screen, specify a name for the network being created and, optionally, provide a description.
- 7. On the Select Server screen, make sure that your Oracle VM Server is specified in the Server field, and then complete any remaining steps in the wizard.
- 8. The next step is to generate a set of VNICs (at least one, if you're planning to create a single virtual machine):
- In Oracle VM Manager, select Vnic Manager from the Tools menu.
- In the Virtual Network Interface Card Manager dialog box, click Next to obtain the next available MAC address, and then click Generate.
- 9. Now you can create a virtual machine. To do this, you'll need to clone the template as follows:
- Move to the Home view.
- In the navigator, select the Server Pools folder.
- In the management pane, click the Templates tab.
- In the Templates table, select the template you want to clone.
- On the tools panel of the Templates tab, click the Clone icon.
- In the Clone Virtual Machine Template dialog box (shown in Figure 4), choose Simple Clone for the clone type, and select Virtual Machine for the target clone type. Also, enter a name for the virtual machine being created.
Figure 4. Clone Virtual Machine Template Dialog Box
As a result of the above steps, a virtual machine will be created and deployed to the server pool in a stopped state.
- Move to the Home view.
- In the navigator, expand the Server Pools->your_server_pool->your_vm_server node.
- Right-click the virtual machine and select Start from the pop-up menu.
- In the navigation pane of the Home view, expand the Server Pools->your_server_pool->your_vm_server node.
- Right-click the virtual machine icon and select Launch Console from the pop-up menu.
- When prompted, enter the login credentials for Oracle VM Manager.
As a result, the virtual machine's console should appear, reflecting the virtual machine's load process. On the first load, you'll be asked several questions to configure the virtual machine. In particular, you'll be asked whether you're going to obtain an IP address for the virtual machine via DHCP or use a static IP address.
- If you choose to use a static IP address, you'll be prompted to enter some more details, such as an IP address, netmask, and gateway.
- If you want to use DHCP, you need a working DHCP server in your Oracle VM environment.
Figure 5 illustrates what the console might look like at this stage:
Figure 5. Virtual Machine Console During the First Start of a Virtual Machine
The preinstalled applications might also require some configuration during the first load of a virtual machine. For example, when first loading a virtual machine with a preinstalled Oracle Database, you'll be prompted to enter the TCP/IP port for the Oracle Net listener as well as the password for system accounts and other things that are needed to set the initial configuration parameters of the database. You will also be asked whether you want the database to be started on boot.
After this initial configuration, you'll be prompted to log in to the guest operating system. You can login as
root
using the password ovsroot
(which is the case for all Oracle VM templates). If a template contains an Oracle database, as in our example, you can use the database account oracle
with the password oracle
to connect to the database.Creating a New Template from a Virtual Machine
As you probably realize, the cloning mechanism we touched on in the preceding section is not limited only to creating a virtual machine from a template. In fact, cloning also allows you to create new templates from existing ones and even create new templates and virtual machines from existing virtual machines.
Turning back to our example, let's clone the virtual machine created from a template in the preceding section to create a new template. The reasoning here is to create a template that might be used to generate virtual machines that do not require initial configuration, which could shorten the time it takes to get those virtual machines ready for use. With this approach, some parameters might be configured later, if needed, of course.
The following steps describe how you might create a new template from a virtual machine:
- In the navigation pane of the Home view, expand the Server Pools->your_server_pool->your_vm_server node.
- If the virtual machine is running, right-click its icon and select Stop from the pop-up menu. Otherwise, skip to the next step.
- Right-click the virtual machine icon and select Clone from the pop-up menu.
- In the Clone Virtual Machine Template dialog box, choose Simple Clone for the clone type field and select Template for the target clone type. Then, enter a name for the template being created.
In the preceding steps, you performed a clone operation known as a cold clone, because a clone was created from a stopped virtual machine. Alternatively, you might perform a hot clone by dealing with a running virtual machine. Be warned, though: A hot clone produces a clone with inconsistent disk status, which makes it suitable only for use as a snapshot or a backup copy.
After completing the preceding steps, you should have a new template you can use to create virtual machines that do not require initial configuration. However, there are at least two parameters you most likely will want to change when a new virtual machine is created from this template:
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- The host name
- The IP address, in case you chose to use a static IP address
It seems reasonable to do that, unless you want to have more than virtual machine sharing the same host name and IP address in your network.
If you want to change these parameters at the first start of the virtual machine, perform the following steps:
- 1. Through the virtual machine's console, log in to the guest as
root
(using the passwordovsroot
). - 2. Use the
vi
text editor to edit the following configuration files, changing the IP address and the host name to the new values:/etc/sysconfig/network
/etc/hosts
- /etc/sysconfig/network-scripts/ifcfg-eth0
- 3. Stop the virtual machine and then start it again for the changes to take effect.
As you might guess, the example discussed here is rather unlikely. It's hard to believe that someone would choose to do manual configuration in place of answering some questions on the first boot of a virtual machine. However, there might be situations where you have a need to create a template from a virtual machine. For example, after creating some objects (such as tables, views, indexes, and stored procedures) in a virtual machine that is running an Oracle database, you might want to create a template from that virtual machine.
Reconfiguring a Template
So far, we have looked at a simple clone created with the same configuration as the item from which it was cloned. In practice, though, you might need to create a clone with different configuration and deployment options. This is where you can take advantage of the advanced clone option.
To perform an advanced cloning of a template, you invoke the clone operation for that template and then select Advanced Clone for the clone type. Then, the wizard will walk you through the process of reconfiguring the template.
Moreover, you can edit a template, changing its network settings, amount of memory, virtual CPU number, and so on.
To invoke the Edit Template wizard, follow these steps:
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- Move to the Home view.
- In the navigation pane, select the Server Pools folder.
- In the management pane, click the Templates tab.
- In the Templates table, select the template you want to edit.
- On the tools panel of the Templates tab, click the Edit Template icon. The first screen of the Edit Template wizard is shown in Figure 6.
Figure 6. First Screen of the Edit Template Wizard
When you complete the steps in the wizard, you should have a template with the configuration differing from the initial configuration.
Conclusion
As you learned in this article, Oracle VM Templates provide a good way to distribute Oracle technologies to an Oracle VM environment, making it easy for you to get up and running quickly.
This article described a simple example of the Oracle VM Templates technology in action. The template containing Oracle Database running on Oracle Linux was downloaded and then imported into an Oracle VM environment. Then, the article described how you might clone the template to create a new virtual machine or a new template with different configuration.
See Also
For more information, see the Oracle VM Templates Website: http://www.oracle.com/virtualization/technologies/virtual-appliances.html.
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About the Author
Yuli Vasiliev is a software developer, freelance author, and consultant currently specializing in open source development, Java technologies, business intelligence, databases, service-oriented architecture (SOA), and, more recently, virtualization. He is the author of a series of books on Oracle technology; the most recent one is Oracle Business Intelligence: An Introduction to Business Analysis and Reporting (Packt, 2010).
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by Kate Eby on Jan 18, 2019
In this article, you’ll find the most useful, customizable Microsoft Project templates to track and manage every part of your project, from planning and budgeting to scheduling and execution.
Microsoft Project Plan Template
This template is designed for you to track your project from initiation to completion. Use this template to outline your project plan and include all key details of each phase, including project design, project development, and project evaluation. Track tasks against proposed completion dates and manage the human resources who own each project.
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Microsoft Project Charter Template
With this simple template, organize and document your project’s scope as well as all of its needs, expected outcomes, and risks. This template includes space to document project managers and team members, objectives and goals, scope and schedule, and resources, so you can share key information with stakeholders to gain buy-in and lock in the budget.
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Microsoft Project Timeline Template
Outline your project timeline, track tasks on a daily, weekly, and monthly basis, and assign responsibilities to specific team members with this free Microsoft Project template. This template allows you the flexibility to design a timeline based on each phase of a project, giving you a good understanding of project completion dates. Run multiple timelines against one another so you can better delegate tasks and improve efficiency.
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Microsoft Project Timeline with Milestones Template
Use this template to document and track your project timeline, plot milestones in order to visualize how your project is progressing, and gain quick insights about the health of your project. View your entire project on a comprehensive, built-in timeline, and make changes to the timeline as your project priorities and goals change.
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Microsoft Project Schedule Template
Schedule out your project’s tasks and team members’ responsibilities on a weekly basis to better understand your project’s timeline and ensure you hit crucial deadlines. Use this complete project schedule template to document the project’s task owners, due dates, and various task stasuses.
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Microsoft Project Budget Template
Use this template to map out the financial details of your project, including labor and material costs, equipment and space costs, and actual spend versus projected budget. Monitor your expenses to ensure your project lands under budget, and detail each task and subtask to determine which parts of your project will need more of your allotted budget.
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Why Use a Template for Projects?
Using a template will help you execute your project with ease, save time when crafting project plans, and eliminate the need to manually create, document, and track crucial project components.
Templates for project management help you keep project managers and their teams productive by simplifying the processes that go into project planning, budgeting, and scheduling. In addition, project management templates also provide the following advantages to companies that implement them:
- Share project plans and reports across your organization to keep everyone on the same page.
- Follow industry best practices and streamline project management techniques.
- View project activities, tasks, milestones, and budgets quickly and in real time.
- Customize timelines and schedules to represent specific data, and leverage them as a scheduling tool for the rest of your organization in order to avoid any scheduling issues.
- Track project progress visually, quickly view task dependencies, and update status and project priorities as needed.
- Outline scope, objectives, and stakeholders to improve consistency across similar projects or tasks.
- Manage your team’s schedule to ensure that you complete all tasks on time and on budget. Also, share your team’s schedule in an accessible format.
- Break down larger projects into constituent, easier-to-digest tasks, and establish work packages that your team can easily deliver on.
- Delegate tasks and solve issues more easily to better ensure project success.
- Keep stakeholders updated on project progress.
- Accelerate communication with your team and alert teams about issues with a standardized, templated communication system.
- Develop project logic to ensure that no detail or deadline is overlooked.
Who Uses Project Templates?
Project managers and teams leverage all kinds of project templates to save time, improve efficiency, and ensure that they have covered all of their bases when identifying everything, from key project tasks to project budgets, and even project scope.
Anyone from beginners needing real-world experience with project plans to experienced planners and PMs who need to upgrade their project management processes use templates to streamline their project efficiency and visibility.
You can use project templates in a variety of circumstances, including for software development projects, website launches, conferences and events, marketing campaigns, construction and contractor-based projects, human resources projects, and even government jobs.
An Overview of Critical Project Components
Every project starts with thorough planning, moves to execution, and ends with an analysis. Here are the steps that are involved in planning a project from start to finish:
- Pre-Planning: This process involves the creation of a project charter to establish the core components of the project at hand, a cost-benefit analysis to determine how effective the project will be, and, potentially, a Six Sigma project plan, if applicable to the project.
- Risk Assessment: The next step is to identify all the risks that are involved with your project, usually in the form of a risk assessment matrix. Doing so will help you document the risk probability, impact, priority, mitigation, and response for your specific project. A root cause analysis might also be a good tool to have on hand, should a problem arise. The analysis will allow you to get to the bottom of an issue quickly and efficiently. Should any problems or changes to your project occur, a change management template will help you troubleshoot and resolve any unplanned events.
- Stakeholder Analysis: After the project plan is complete, you should start to loop in key stakeholders to gain buy-in and secure budget. You should also develop a communication plan to determine what kind of management the stakeholders want to have over the project.
- Scheduling and Task Tracking: Once you have nailed down the project and stakeholder plans, you can start scheduling your project and breaking down each phase into smaller parts for better efficiency. To do so, many PMs use a variety of scheduling templates and techniques, like PERT charts, critical path methods, workflow process diagrams, RACI matrices, and work breakdown structures.
How to Create a Template in Microsoft Project
Microsoft Project offers customizable templates for a variety of use cases, ranging from project timelines to project budgets. To create a new template in Microsoft Project, first select and open the project or template that you want to use as the basis for your new project.
Then, select File and Info. Under project information, change the project’s start and end dates to match your own project’s timeline. Click Save As and save this new template to your computer.
Clean up any existing project information that was inputted as an example, and fill in the spaces with details relevant to your own project. For example, set working hours, holidays, and employee schedules in a monthly calendar template, or add project summaries and task lists in a project charter template.
Once completed, save the project and update it as needed or as your project changes. For a more in-depth look at how to create a project timeline in Microsoft Project, visit this page.
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