Using CA Clarity PPM with Microsoft Project › How to Set up Microsoft Project with CA Clarity PPM › Connect to a CA Clarity PPM Server (Microsoft Project)

Connect to a CA Clarity PPM Server (Microsoft Project)

When you open a project from CA Clarity PPM to update in Microsoft Project, you implicitly log into CA Clarity PPM. No additional setup is required if you open a project from CA Clarity PPM.

If you open a project from Microsoft Project, update it, and save it to CA Clarity PPM, you must manually log in to CA Clarity PPM. CA Clarity PPM Schedule Connect must be aware of the CA Clarity PPM server to which you want to connect. You must set up the connection the first time you try to connect to CA Clarity PPM.

Once you set up the connection and log in, CA Clarity PPM Schedule Connect remembers your settings. You need only enter your password the next time you open in Microsoft Project and try to save projects or browse for resources in CA Clarity PPM.

You can connect CA Clarity PPM Schedule Connect to only one CA Clarity PPM server at a time. You must change the connections settings if you want to open or save projects to a different CA Clarity PPM server. When pointing CA Clarity PPM Schedule Connect to another CA Clarity PPM server be sure to update the Proxy server setting if necessary.

To log in and set up a connection to a CA Clarity PPM server

  1. With Microsoft Project open, choose any option from the CA Clarity PPM Integration menu or toolbar.

    The Log on to CA Clarity PPM dialog box opens.

  2. Type your CA Clarity PPM user name and password, click Setup>>.

    The fields to set up the connection are exposed.

  3. Enter the following information as needed:
    SSL Handling

    Determines the secure sockets layer (SSL) handling preference. The following are the values:

    • Full. SSL is used for all communications including logins and data exchanges.
    • Login. SSL is used when logging in and bypassed for all other data exchanges.
    • None. No connection through SSL.
    CA Clarity Host

    Defines the name of the CA Clarity PPM server from which you will open a project or to which you will save a project. It is not the full URL.

    Example: corpName

    Port

    The port for the CA Clarity PPM server.

    Example: 80 is typically the port for a CA Clarity PPM server.

    Proxy Host

    Required only when accessing an authenticating proxy.

    The name of your proxy server. It is not the full URL. For example, enter corpProxy.

    Note: If you are accessing CA Clarity PPM through a non-authenticating proxy, enter the proxy host and port in the CA Clarity Host and Port fields.

    Port

    The port for the proxy server.

    Proxy User Name

    The user name for connecting to the proxy server.

    Proxy Password

    The password for connecting to the proxy server.

  4. Click OK to connect to the CA Clarity PPM server.

More information:

Setting Browser Options (Microsoft Project)