Microsoft Project Desktop Scheduler › How to Set up Microsoft Project with CA Clarity PPM › Set up the Connection to a CA Clarity PPM Server

Set up the Connection to a CA Clarity PPM Server

When you open a project from CA Clarity PPM to update in Microsoft Project, you implicitly log in to CA Clarity PPM. No additional setup is required. Schedule Connect remembers your settings. You need only enter your password the next time you open the project in Microsoft Project. The same is true when you try to save projects or browse for resources in CA Clarity PPM.

If you open a project from Microsoft Project and save it to CA Clarity PPM, Schedule Connect connects you to the proper CA Clarity PPM server. Use the following procedure to set up for the first time connection to CA Clarity PPM.

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

Note: If you are using Federated SSO, then you must have an open CA Clarity PPM browser session. This browser session requires to be in the environment to which you are trying to connect, which is defined in the CA Clarity Host field.

Follow these steps:

1. With Microsoft Project open, click the CA Clarity PPM Integration menu or toolbar, and go to Open.

   The Log on to CA Clarity PPM dialog opens.

2. Enter your CA Clarity PPM user name and password, click <<Setup.

   The fields to set up the connection display.

3. Complete the following fields:

   SSL Handling

   Specifies the Secure Sockets Layer (SSL) handling preference.

   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.

   Default: Full

   Select Full.

   CA Clarity PPM Host

   Defines the name of the CA Clarity PPM server to which Microsoft Project is connected. This server defines the location from which you open a project, or to which you save a project. The login host is not the full URL.

   Default: <Clarity Host>

   Example: corpName

   Port

   The port for the CA Clarity PPM server.

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

   Enter 443.

   Proxy Host

   Defines the name of your proxy server. The proxy host is not the full URL.

   Example: corpProxy

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

   Required: Only when accessing an authenticating proxy

   Port

   Defines the port for the proxy server.

   Proxy User Name

   Defines the user name for connecting to the proxy server.

   Proxy Password

   Defines the password for connecting to the proxy server.

4. Click OK.

   You are connected to the CA Clarity PPM server.