Configuring CA Clarity PPM Web Parts in Non-CA Clarity PPM Project Sites

Configuring CA Clarity PPM Web Parts in Non-CA Clarity PPM Project Sites

This section contains the following topics:

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

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

Reconfigure CA Clarity PPM List Web Parts

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

Reconfigure CA Clarity PPM Chart Web Parts

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

CA Clarity PPM Web Parts are not restricted to CA Clarity PPM project sites, and you can add them to any existing SharePoint site on your organization network. Also create a site by using a site template of your choice and add CA Clarity PPM Web Parts to it.

You can add CA Clarity PPM Web Parts to a non-CA Clarity PPM project site if you have a permission level of Design or Full Control for the Web Part page. You would also require a CA Clarity PPM proxy user account that has View access rights in CA Clarity PPM for the project to bind the Web Part.

Unlike the site properties of CA Clarity PPM project sites, the site properties of non-CA Clarity PPM project sites do not include CA Clarity PPM server binding parameters. Therefore, the CA Clarity PPM Web Parts that you add to non-CA Clarity PPM project sites cannot inherit the CA Clarity PPM server binding parameters from the site. In non-CA Clarity PPM project sites, explicitly provide these parameters to bind a CA Clarity PPM Web Part to a CA Clarity PPM server.

To provide this information while configuring CA Clarity PPM Web Parts in non-CA Clarity PPM project sites, you can configure individual CA Clarity PPM Web Parts that are in the same site to connect to:

• Different projects on the same CA Clarity PPM server
• Projects from different CA Clarity PPM servers.
• Therefore, you can have CA Clarity PPM Web Parts displaying CA Clarity PPM project information-lists, documents, and charts that are based on information from various projects on different CA Clarity PPM servers-in a non-CA Clarity PPM project site alongside non-CA Clarity PPM List Web Parts, SharePoint lists, and libraries. CA Clarity PPM users can view this aggregated CA Clarity PPM project information and collaborate with each other. For example, you can use CA Clarity PPM Web Parts to display finance information, from various finance projects, on a site that is meant for members of the finance department. People who are interested in these projects, and who have appropriate permission levels for the site, can view this aggregate information.

In non-CA Clarity PPM project sites, except for configuring the binding information, you can manage CA Clarity PPM Web Parts in the same way you manage CA Clarity PPM Web Parts in a CA Clarity PPM project site.

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.

Reconfigure CA Clarity PPM List Web Parts

You can change the CA Clarity PPM server binding parameters to retrieve data from a different data provider, to access a different CA Clarity PPM server, or to use a different proxy user. To change the CA Clarity PPM server binding parameters, make the CA Clarity PPM server binding parameter fields available for editing.

Once you make the fields available for editing, you can configure the CA Clarity PPM List Web Part.

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. Click Reset.

   The CA Clarity PPM server binding parameters become available.

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

After you add a CA Clarity PPM Chart Web Part to a non-CA Clarity PPM project site, configure it to create the chart to view. You can configure a CA Clarity PPM Chart Web Part by using the tool pane associated with the Web Part.

The parameters—the URL of the CA Clarity PPM server, the project ID, and user account information—that enable a CA Clarity PPM Chart Web Part to access project information from CA Clarity PPM are not stored in the site properties of a non-CA Clarity PPM project site. Therefore, provide the parameters while configuring a CA Clarity PPM Chart Web Part in a non-CA Clarity PPM project site.

Follow these steps:

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

   Project ID

   Enter the ID of the CA Clarity PPM project.

3. Click Verify.

   If the parameters are valid, the CA Clarity PPM Chart Web Part binds to the CA Clarity PPM server, and the text boxes for the parameters are dimmed. Additionally, the CA Clarity PPM Data Provider list automatically displays the data providers that are defined for the parameters.

4. Do the following:

   CA Clarity PPM Data Provider

   Select the data provider. After you select a data provider, the Category and Series fields are automatically populated with the attributes contained in the data provider.

   Chart Type

   Select the type of chart to create.

   Chart Title

   Enter a title for the chart.

   Category Attribute

   Select the data provider attribute to plot on the category axis.

   Series Attributes

   Select the data provider attributes to plot on the series axis. For most chart types, select multiple series axis attributes.

   Value (Y) Axis Label

   Enter a label for the set of series axis attributes selected.

5. (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.

6. Click OK.

   The CA Clarity PPM Chart Web Part displays the chart. The CA Clarity PPM Chart Web Part also displays a legend that identifies each series in the chart.

Reconfigure CA Clarity PPM Chart Web Parts

You can change the CA Clarity PPM server binding parameters to create a chart based on data. The data can come from a different data provider that accesses a different CA Clarity PPM server, or that uses a different proxy server. To change the CA Clarity PPM server binding parameters, make the CA Clarity PPM server binding parameter fields available for editing.

Once the fields are available, you can configure the CA Clarity PPM Chart Web Part.

Follow these steps:

1. In the Web Part menu of the CA Clarity PPM Chart Web Part, click Edit, and then click Modify Shared Web Part.

   The tool pane appears.

2. In the tool pane, Click Reset.

   The CA Clarity PPM server binding parameters become available.

Note: You should not create list web part or chart web part in SharePoint administration because it may impact the performance of SharePoint and Sharepoint Connector.