Supporting Environments

Microsoft SharePoint Connector is supported in the following server environments:

Server Operating System

Supported Microsoft SharePoint Server Platforms

Windows 2003 Server with Service Pack 2

Microsoft Windows SharePoint Services 3.0, Microsoft Office Web Component 11.0, and Microsoft Outlook 2007

Windows 2003 Server with Service Pack 2

Microsoft Windows SharePoint Services 3.0, Microsoft SharePoint 2003, Microsoft Office Web Component 11.0, and Microsoft Outlook 2007

Windows 2003 Server with Service Pack 2

Microsoft Windows SharePoint Services 3.0, Microsoft Office SharePoint Server 2007, Microsoft Office Web Component 11.0, and Microsoft Outlook 2007

Any software and hardware configurations of servers and client computers depend upon the software and hardware requirements for Microsoft Windows SharePoint Services.

How to Install Microsoft SharePoint Connector

You can install Microsoft SharePoint Connector on a stand-alone Microsoft SharePoint server or in a multi-server Microsoft SharePoint implementation.

Installing Microsoft SharePoint Connector involves:

  1. Installing Microsoft SharePoint Connector.
  2. Activating the Create CA Clarity PPM Project Site feature in SharePoint Central Administration.
  3. Activating the CA Clarity PPM Web Parts.
  4. Uploading the CA Clarity PPM-Sample template.

Install the Microsoft SharePoint Connector Add-in

You must install Microsoft SharePoint Connector on the server on which you installed Microsoft Windows SharePoint Services.

The install process creates a log file, spconn_install.log, in the server's %temp% directory. You can check this log file for any errors that you might encounter while you are installing Microsoft SharePoint Connector.

Note: In a multi-server Microsoft SharePoint implementation, you must install Microsoft SharePoint Connector on the primary Microsoft Windows SharePoint server, that is, the server on which you first installed and configured Microsoft Windows SharePoint Services.

To install Microsoft SharePoint Connector

  1. Double-click SPConnsetup.

    The Open File dialog box opens.

  2. Click Run.

    The Choose Setup Language dialog box opens.

  3. Select English from the list of languages, and click OK.

    The InstallShield Wizard appears.

  4. On the Introduction screen, click Next.

    The License Agreement screen appears.

  5. Choose to accept the terms in the license agreement, and then click Next.

    The Custom Setup screen appears.

  6. Do the following:
    1. (Optional) Click Change, and then select the folder in which you want Microsoft SharePoint Connector to be installed.
    2. Click Next.

    The Microsoft SharePoint Server Information screen appears.

  7. Enter the path to the Microsoft SharePoint directory, click Next, then click Install.

    The installation process begins.

  8. After the installation process is complete, click Finish.

    Microsoft SharePoint Connector is installed and deployed on the Microsoft SharePoint server.

Activate the Create CA Clarity PPM Project Site Feature

After you install Microsoft SharePoint Connector, you must activate the Create CA Clarity PPM Project Site feature from Microsoft SharePoint Central Administration. When activated, a new section, CA Clarity PPM Site Management, is created on the Application Management page in Microsoft SharePoint Central Administration. This section contains the Create CA Clarity PPM Project Site feature, which you can use to create CA Clarity PPM project sites.

To activate the Create CA Clarity PPM Project Site feature

  1. In Microsoft SharePoint Central Administration, click Site Actions, and then click Site Settings.
  2. Under Site Administration, click Site Features.

    The Site Features page appears.

  3. Click Activate next to the Against CA Clarity PPM Site Management field.

    The Create CA Clarity PPM Project Site feature is activated.

Activate CA Clarity PPM Web Parts

You must activate the CA Clarity PPM Web Parts from Microsoft SharePoint's top-level site of each site collection where you want to use these Web Parts. Activating the CA Clarity PPM Web Parts adds the Web Parts to the Web Part Gallery of the site collection.

If you have multiple site collections under a SharePoint Web application and if you want the Web Part Galleries of all the site collections to contain the CA Clarity PPM Web Part, you must activate the Web Parts in all site collections.

Note: It is recommended that you activate the CA Clarity PPM Web Parts from the Site Collection Features page, and not from the Web Part Gallery of the site collection.

To activate the CA Clarity PPM Web Parts

  1. In the top-level site of the Microsoft SharePoint site collection, click Site Actions, and then click Site Settings.
  2. Under Site Collection Administration, click Site Collection Features.

    The Site Collection Features page appears.

  3. Do the following:
    Against CA Clarity PPM Chart

    Click Activate.

    Against CA Clarity PPM List

    Click Activate.

    The CA Clarity PPM Web Parts are activated and added to the Web Part Gallery of the site collection.

Upload the CA Clarity PPM-Sample Template to the Template Gallery

To use the CA Clarity PPM-Sample template, you must first upload the template into the template gallery of each of the site collections where you want to use the template. This ensures that the template is available in the Site Template list on the Create CA Clarity PPM Project Site page.

The following path is the typical path of the CA Clarity PPM-Sample template:

C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\SiteTemplates\CA Clarity PPM Custom Templates\1033\

To upload the CA Clarity PPM-Sample template to the template gallery of SharePoint Central Administration or a site collection

  1. In SharePoint Central Administration or the top-level site of a site collection, click Site Actions, and then click Site Settings.
  2. Under Galleries, click Site Templates.

    The Site Template Gallery page appears.

  3. On the menu bar of the template gallery, click Upload.

    The Upload Template: Site Template Gallery page appears.

  4. In Upload Document, click Browse.
  5. Navigate to the folder where the CA Clarity PPM-Sample file is stored, and then double-click the CA Clarity PPM-Sample template file.
  6. Click OK.

    The CA Clarity PPM-Sample template is uploaded to the template gallery.

How to Uninstall Microsoft SharePoint Connector

Once you uninstall Microsoft SharePoint Connector, you cannot access the CA Clarity PPM project sites that you created or use the CA Clarity PPM Web Parts that you added unless you reinstall Microsoft SharePoint Connector and reactivate the Create CA Clarity PPM Project Site feature and the CA Clarity PPM Web Parts.

Uninstalling the Microsoft SharePoint Connector add-in involves:

  1. Deactivating the Create CA Clarity PPM Project Site feature.
  2. Deactivating CA Clarity PPM Web Parts.
  3. Retracting and removing the Microsoft SharePoint Connector.
  4. Uninstalling Microsoft SharePoint Connector from the server.

More information:

Deactivate the Create CA Clarity PPM Project Site Feature

Deactivate CA Clarity PPM Web Parts

Retract and Remove Microsoft SharePoint Connector from Microsoft SharePoint

Uninstall Microsoft SharePoint Connector from the Server

Deactivate the Create CA Clarity PPM Project Site Feature

To deactivate the Create CA Clarity PPM Project Site feature

  1. In Microsoft SharePoint Central Administration, click Site Actions, and then click Site Settings.
  2. Under Site Administration, click Site Features.
    Against CA Clarity PPM Site Management

    Click Deactivate.

    The CA Clarity PPM Site Management feature is deactivated.

Deactivate CA Clarity PPM Web Parts

To deactivate CA Clarity PPM Web Parts

  1. In the top-level site of the Microsoft SharePoint site collection, click Site Actions, and then click Site Settings.
  2. Under Site Collection Administration, click Site Collection Features.

    The Site Collection Features page appears.

  3. Do the following:
    Against CA Clarity PPM Chart

    Click Deactivate.

    Against CA Clarity PPM List

    Click Deactivate.

    The CA Clarity PPM Web Parts are deactivated.

Retract and Remove Microsoft SharePoint Connector from Microsoft SharePoint

To retract and remove the Microsoft SharePoint Connector from Microsoft SharePoint

  1. In SharePoint Central Administration, click Operations.
  2. In Global Configuration, click Solution Management.

    The Solution Management page appears.

  3. Click spconnector.wsp.

    The Solution Properties page appears.

  4. Click Retract Solution.

    The solution is retracted from the server.

  5. Click Remove Solution.

    The solution is removed from the server.

Uninstall Microsoft SharePoint Connector from the Server

The uninstall process creates a log file, spconn_uninstall.log, in the server's %temp% directory. You can check this log file for any errors that you might encounter while you are uninstalling Microsoft SharePoint Connector from the server.

To uninstall Microsoft SharePoint Connector from the server

  1. Double-click SPConnsetup.

    The Choose Setup Language dialog box opens.

  2. Click OK.

    The InstallShield Wizard appears.

  3. On the Welcome screen, click Next.
  4. On the Program Maintenance screen, click Remove, and then click Next.
  5. On the Remove the Program screen, click Remove.

    The uninstall process begins.

  6. After the uninstall process is complete, click Finish.

    Microsoft SharePoint Connector is uninstalled from the server.