System Administrator Scenarios › How to Integrate CA Clarity Agile with CA Clarity PPM › Set Up Data Transfers from CA Clarity PPM

Set Up Data Transfers from CA Clarity PPM

To set up data transfers, specify the CA Clarity Agile product details in a CA Clarity PPM project that you have associated. The following tasks show how to set up data transfers:

• Link CA Clarity Agile Product and Release with CA Clarity PPM by one the following methods:
  • Create a product and release from CA Clarity PPM.
  • Link to an existing product and release in CA Clarity Agile.
  • Create a release in an existing CA Clarity Agile product.
• Map CA Clarity Agile task types to CA Clarity PPM charge codes.
• Link CA Clarity PPM tasks with CA Clarity Agile.
• Update Roles in CA Clarity Agile from CA Clarity PPM

The following rules apply for linking projects between CA Clarity PPM and CA Clarity Agile:

• If you specify a product ID and a release name but leave the release ID blank, a new release is created for the specified product.
• If you specify both product and release IDs and names, the names are ignored and the IDs are used for linking to an existing product.
• The CA Clarity PPM project description is added as the description for the product or release when creating a product or release. A superuser can change this description, and can avoid having it overwritten from CA Clarity PPM.
• If you leave all the fields blank, the synchronization job fails and nothing is created or linked in CA Clarity Agile.

Best Practice: To link a CA Clarity PPM project to CA Clarity Agile, verify the following prerequisites:

• The option for automatic creation of effort tasks is turned off.
• No tasks currently exist in the CA Clarity PPM project.