Configuring CA Clarity PPM Web Parts in Non-CA Clarity PPM Project Sites (Microsoft SharePoint Connector) › Configure CA Clarity PPM Chart Web Parts in Non-CA Clarity PPM Project Sites

Configure CA Clarity PPM Chart Web Parts in Non-CA Clarity PPM Project Sites

After you add a CA Clarity PPM Chart Web Part to a non-CA Clarity PPM project site, configure it to create the chart to view. You can configure a CA Clarity PPM Chart Web Part by using the tool pane associated with the Web Part.

The parameters—the URL of the CA Clarity PPM server, the project ID, and user account information—that enable a CA Clarity PPM Chart Web Part to access project information from CA Clarity PPM are not stored in the site properties of a non-CA Clarity PPM project site. Therefore, provide the parameters while configuring a CA Clarity PPM Chart Web Part in a non-CA Clarity PPM project site.

Follow these steps:

1. In the Web Part menu of the CA Clarity PPM Chart Web Part, click Edit, and then click Modify Shared Web Part.

   The tool pane appears.

2. In the CA Clarity PPM section of the tool pane, do the following:

   CA Clarity PPM Server URL

   Enter the URL of the CA Clarity PPM server. When you enter the URL, add /niku/app to the end of the address.

   Proxy User Name

   Enter the user name associated with the CA Clarity PPM proxy user account.

   Proxy Password

   Enter the password associated with the proxy user account.

   Project ID

   Enter the ID of the CA Clarity PPM project.

3. Click Verify.

   If the parameters are valid, the CA Clarity PPM Chart Web Part binds to the CA Clarity PPM server, and the text boxes for the parameters are dimmed. Additionally, the CA Clarity PPM Data Provider list automatically displays the data providers that are defined for the parameters.

4. Do the following:

   CA Clarity PPM Data Provider

   Select the data provider. After you select a data provider, the Category and Series fields are automatically populated with the attributes contained in the data provider.

   Chart Type

   Select the type of chart to create.

   Chart Title

   Enter a title for the chart.

   Category Attribute

   Select the data provider attribute to plot on the category axis.

   Series Attributes

   Select the data provider attributes to plot on the series axis. For most chart types, select multiple series axis attributes.

   Value (Y) Axis Label

   Enter a label for the set of series axis attributes selected.

5. (Optional) Customize the Web Part by providing details in the Appearance, Layout, and Advanced sections.

   Note: For more information about customizing the Web Part, see the Microsoft Windows SharePoint documentation.

6. Click OK.

   The CA Clarity PPM Chart Web Part displays the chart. The CA Clarity PPM Chart Web Part also displays a legend that identifies each series in the chart.