Setting up Interactive Portlets › How to Set up an Interactive Portlet for Real-time Data

How to Set up an Interactive Portlet for Real-time Data

The following provides the basic steps on how to set up an interactive portlet that displays real-time CA Clarity PPM data. These instructions assume that you have installed the required tools for an Xcelsius implementation and have the appropriate access rights.

Note: To get optimal performance from your Xcelsius visualizations, follow the guidelines outlined in the BusinessObjects Xcelsius 2008 User Guide. For example, set up complex calculations in the database queries.

1. In Xcelsius, create the visualization.

   Best Practice: Create a mock up of the visualization you want to design and then create a static visualization in Xcelsius the first time you build an interactive portlet.

2. Set up the web services used to transfer data between CA Clarity PPM and Xcelsius. Do one of the following:
   • Set up a CA Clarity PPM Web Service connection.
   • Set up a Query as a Web Service connection.
3. In Xcelsius, do the following:
   1. Add the Web Service connection definition.
   2. Add the Flash Variable definition.
   3. Test the data connection.
   4. Export the visualization to the Flash (SWF) file format and save this file to your local drive.
4. In CA Clarity PPM, create the interactive portlet.
5. Create global and object parameters.

   These interactive portlet parameters are used to define the CA Clarity PPM information that is sent to the Xcelsius visualization. Use these parameters to map to the Flash variables created in Xcelsius to establish the real-time data connection between CA Clarity PPM and Xcelsius.

More Information:

Tools and Resources for an Xcelsius Implementation

By Example: Interactive Portlet using Web Services Connection Method