This section contains the following topics:
About CA Clarity PPM Project Sites
Microsoft SharePoint Connector Site Templates
Advantages of Using CA Clarity PPM Project Sites
CA Clarity PPM Server Binding Parameters
CA Clarity PPM Project Site Creation and Management Options
How to Create CA Clarity PPM Project Sites
CA Clarity PPM project sites are an extension of a CA Clarity PPM project. Project sites are used for collaborative project activities of team members associated with projects that are managed in CA Clarity PPM.
You can create project sites that help all team members and other project stakeholders track the progress of the project and collaborate with each other.
The customized Microsoft SharePoint site templates provide you with a starting point for creating sites that bind to a CA Clarity PPM server and display data from a CA Clarity PPM project. You can tailor the templates to match your needs using standard SharePoint and CA Clarity PPM capabilities. You can also create other templates to give you flexibility when creating sites for different kinds of projects or different communities. Use the template to create sites named CA Clarity PPM project sites.
To create or modify CA Clarity PPM project sites, add and remove CA Clarity PPM Web Parts or other standard, custom, and third-party Web Parts. For the same purpose, you can also use other templates created by modifying the existing templates.
The following site template is included with Microsoft SharePoint Connector:
The site template contains the basic features to manage a CA Clarity PPM project site. For example, sites that bind to a CA Clarity PPM server and display information from a CA Clarity PPM project. The following features are included:
CA Clarity PPM project sites provide you with the following advantages:
While creating a CA Clarity PPM project site, provide the following parameters to bind the site to a CA Clarity PPM server:
Additionally, you require providing the ID of the CA Clarity PPM project to access. The project ID that you provide is used to filter sub-objects that belong to the CA Clarity PPM project. Also, restricts the Studio queries that you write to execute on the particular project to which the CA Clarity PPM project site binds.
The CA Clarity PPM Web Parts that you add to CA Clarity PPM project sites inherit the parameters. Because of this, a CA Clarity PPM project site can be associated with only one project in CA Clarity PPM.
After you create a CA Clarity PPM project site, you can change the CA Clarity PPM server binding properties of the site to bind the site to a project on a different CA Clarity PPM server. You can change the CA Clarity PPM server binding properties on the CA Clarity PPM Binding page.
Note: 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 are added to non-CA Clarity PPM project sites cannot inherit the CA Clarity PPM server binding parameters from the site. When configuring CA Clarity PPM Web Parts on non-CA Clarity PPM project sites, explicitly provide the parameters to bind a CA Clarity PPM Web Part to a CA Clarity PPM server.
You can create CA Clarity PPM project sites as children of non-CA Clarity PPM project sites or other CA Clarity PPM project sites. With appropriate permission levels for the site, you can add and configure Web Parts—CA Clarity PPM Web Parts and non-CA Clarity PPM Web Parts—to the site. You can create as many CA Clarity PPM project sites as you require in a site collection.
Note: Sites that are not based on the CA Clarity PPM Project Site template are called non-CA Clarity PPM project sites.
After you create CA Clarity PPM project sites, you can modify the sites to suit the needs of CA Clarity PPM project. You can save the sites as site templates and use the templates that are saved to create other CA Clarity PPM project sites. Furthermore, you can create CA Clarity PPM project sites from the templates, and then save the sites as site templates.
Apart from displaying the customized site templates included with Microsoft SharePoint Connector, the Site Template list on the create project site page in SharePoint Central Administration and CA Clarity PPM on the new SharePoint site page display all the modified site templates.
Example
If you create a site, “My Project Site 1”, by using one of the templates that are customized for CA Clarity PPM and save the site as a site template called “My Template 1”, you can use My Template 1 to other CA Clarity PPM project sites. For example, “My Project Site 2”, “My Project Site 3”, and “My Project Site 4”. Then, save My Project Site 2, My Project Site 3, and My Project Site 4 as site templates and use the templates to create more CA Clarity PPM project sites. In this way, you can create a repository of templates from the new sites, and use them to create other sites.
You can create CA Clarity PPM project sites as site collections. You can also create them as children of any Microsoft SharePoint Web site; you can create them as children of existing CA Clarity PPM project sites or non-CA Clarity PPM project sites.
Use the following process to set up your CA Clarity PPM project sites:
Before creating a CA Clarity PPM project site, ensure that a user account is created with View access rights for the project in CA Clarity PPM. Obtain a CA Clarity PPM user account because it is a parameter for creating project sites. The CA Clarity PPM proxy user account is required for authentication on the CA Clarity PPM server during the following processes:
The CA Clarity PPM Web Parts that you add to the project sites, inherit CA Clarity PPM server binding parameters from the site properties. The proxy user account is a part of the binding properties that are inherited. The Web Parts use the proxy account for authentication on the CA Clarity PPM server each time the server is accessed. That is, the proxy user account is used each time you configure and synchronize the contents of a CA Clarity PPM Web Part with CA Clarity PPM for the first time.
Note: CA Clarity PPM Web Parts that are added to non-CA Clarity PPM project sites do not inherit CA Clarity PPM server binding parameters from the site properties. Therefore, provide CA Clarity PPM proxy user account information as a part of the server binding parameters for configuring the web parts in non-CA Clarity PPM project sites.
You can create a CA Clarity PPM project site by using the Create CA Clarity PPM Project Site feature that is included with Microsoft SharePoint Connector. A CA Clarity PPM project site that you create using this feature automatically inherits permissions from the SharePoint Web site that you designate to be its parent site. If you want to set up unique permissions for the CA Clarity PPM project site, you must assign permissions to users of the site after you create it.
Follow these steps:
The create CA Clarity PPM project site provisioning page appears.
Values:
Values:
The CA Clarity PPM Site - Blank template
The CA Clarity PPM project site is created. The CA Clarity PPM Server URL, Proxy User Name, and SharePoint Target URL fields retain and display the details specified for the recently created CA Clarity PPM project site.
The SharePoint Web site is the Web site that you designate to be the parent site of the CA Clarity PPM project site. You can create a CA Clarity PPM project site from the new SharePoint site page of the SharePoint Web site. While creating the project site from the parent site, you can use the same permissions as the parent site, or assign unique permissions after you create the site.
Before you create a CA Clarity PPM project site, ensure that you are on the site to designate as the parent of the CA Clarity PPM project site. Because you cannot provide CA Clarity PPM server binding parameters when you use this method of creating a CA Clarity PPM project site, bind the site to a CA Clarity PPM server and specify the project after creating the site.
Follow these steps:
The site content page appears.
The new SharePoint site page appears.
Title: Enter a title for the CA Clarity PPM project site.
Description: Enter a description for the CA Clarity PPM project site.
URL Name: Enter the site name as it should appear in the URL of the CA Clarity PPM project site.
Specifies the template.
Values:
Specify the CA Clarity PPM project site to inherit permissions from the parent site, or to use a unique set of permissions for the CA Clarity PPM project site.
Specify the CA Clarity PPM project site to be displayed on the Quick Launch and the top link bar of the parent site.
Specify the CA Clarity PPM project site to inherit the top link bar from the parent site.
The CA Clarity PPM project site is created.
After you create the CA Clarity PPM project site, do the following procedure to bind the site to a CA Clarity PPM server and specify the project to be accessed.
Follow these steps:
Enter the URL of the new CA Clarity PPM server.
Enter the user name associated with the CA Clarity PPM proxy user account on the new CA Clarity PPM server.
Enter the password associated with the CA Clarity PPM proxy user account.
Enter the ID of the project on the new CA Clarity PPM server.
If the specified parameters are valid, the CA Clarity PPM project site binds to the CA Clarity PPM server.
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