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

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

After you add a CA Clarity PPM List Web Part to a non-CA Clarity PPM project site, configure it to access a list of instances of a CA Clarity PPM project sub-object. You can configure a CA Clarity PPM List Web Part by using the tool pane associated with the Web Part. Provide the CA Clarity PPM server binding information while you configure the Web Part.

Every time you add a List Web Part or Chart Web Part in Non CA Clarity PPM Project Site, specify CA Clarity PPM server binding information.

Follow these steps:

1. In the Web Part menu of the CA Clarity PPM List 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 CA Clarity PPM proxy user account.

   Project ID

   Enter the ID of the CA Clarity PPM project.

3. Click Verify.

   If the parameters are valid, the text boxes are dimmed, and the CA Clarity PPM Data Provider list is automatically populated with the data providers that are defined for the parameters.

4. From the CA Clarity PPM Data Provider list, select the data provider that the Web Part requires to access and display.
5. (Optional) To configure the Web Part as a list for integrating with Microsoft Outlook, do the following:

   Task List

   Select the Task List check box.

   Start Date Attribute

   Select the start date attribute.

   Due Date Attribute

   Select the finish date attribute.

   Priority Attribute

   Select the attribute that indicates the priority.

   % Complete Attribute

   Select the attribute that indicates the percentage of completion.

   Note: If you do not select the Task List check box, the CA Clarity PPM List Web Part Actions menu does not display the Connect to Outlook option.

6. (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.

7. Click OK.

   The CA Clarity PPM List Web Part displays the list of items that are retrieved from the data provider. If you do not select the Task List check box, you can access the tool pane, and select it to integrate the list with Microsoft Outlook.