System Administrator Scenarios › How to Integrate CA Clarity Agile with CA Clarity PPM › Configure the Add-in on CA Clarity PPM › Configure a New Installation of CA Clarity Agile Add-in

Configure a New Installation of CA Clarity Agile Add-in

For a fresh installation of CA Clarity Agile add-in for CA Clarity PPM, you can use the following instructions to configure.

Follow these steps:

1. Log in to Clarity System Administration (NSA).
2. Restart the CA Clarity PPM application (app) and background (bg) services.
3. Log in to the CA Clarity PPM application.
4. Click Administration, and from Studio, click Objects.
5. Filter using the Object Name as Project.

   The objects list appears.

6. Click the Project object and click the Views tab.
7. Click the Layout: Edit link for the Project Properties view.

   The property layout appears.

8. Expand the Agile project properties and then expand the Integration Status section.
9. Click the Properties and Layout icon for the Integration Status section.

   The section properties and layout appear.

10. Change the layout, and click Save and Return.
11. Click Back to return to object definition view.
12. Click Publish to publish the view.
13. Click Yes to confirm publishing the view.
14. Click Home, and from Personal, click Reports and Jobs.
15. Select Scheduled Jobs from Jobs tab.
16. Reschedule the following jobs to run at the predefined levels:
    • Agile Product Sync
    • Agile Worklog Sync
    • Agile Requirement and Task Mapping Sync
    • Agile Role Sync
17. Click Administration, and from Data Administration, click Processes.

    The available processes list appears.

18. Click Agile Fields Locking process, and click Validation tab:
19. Select all the validation objects, and click Validate All and Activate.

    When validation completes, the status of the objects changes to Validated and mode changes to Active.

20. Repeat steps 18 and 19 for the following processes:
    • Create Agile Requirement Mapped Task
    • Populate Agile Task Types
    • Agile Sync Project and Task Information
21. Restart the Clarity app and bg services.