System Administrator Scenarios › How to Integrate CA Clarity Agile and CA Clarity Requirements 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 or CA Clarity Requirements 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 and CA Clarity Requirements 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 and CA Clarity Requirements.
  • Create a release in an existing CA Clarity Agile and CA Clarity Requirements product.
• Map CA Clarity Agile task types to CA Clarity PPM charge codes.
• Link CA Clarity PPM tasks with CA Clarity Requirements.
• Update Roles in CA Clarity Requirements from CA Clarity PPM

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

• 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 or CA Clarity Requirements, 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.