Installation

Installation

This section contains the following topics:

Installation Prerequisites

Supporting Environments

How to Install Microsoft SharePoint Connector

How to Uninstall Microsoft SharePoint Connector

Installation Prerequisites

Before you install Microsoft SharePoint Connector add-in Service Pack 2.0.2, download the following applications, and install and configure correctly on the SharePoint server:

• Microsoft Windows SharePoint 2010
• A version of CA Clarity PPM certified for the add-in Service Pack 2.0.2.

See the Release Notes for a list of certified CA Clarity PPM versions.

Note: Consider setting up Single Sign-on (SSO) for CA Clarity PPM on client computers so that the SharePoint users, who are also CA Clarity PPM users, do not have to log in again when they use the Link to Clarity feature provided in CA Clarity PPM List Web Parts.

Supporting Environments

Microsoft SharePoint Connector for SharePoint 2010 supports Microsoft SharePoint 2010. Any software and hardware configurations of servers and client computers depend upon the software and hardware requirements for Microsoft Windows SharePoint Services.

How to Install Microsoft SharePoint Connector

You can install Microsoft SharePoint Connector on a stand-alone Microsoft SharePoint server or in a multi-server Microsoft SharePoint implementation.

Installing Microsoft SharePoint Connector involves:

1. Installing Microsoft SharePoint Connector.
2. Activating the Create CA Clarity PPM Project Site feature in SharePoint Central Administration.
3. Activating the CA Clarity PPM Web Parts.

Install the Microsoft SharePoint Connector Add-in

You must install Microsoft SharePoint Connector on the server on which you installed Microsoft Windows SharePoint Services.

The install process creates a log file, spconn_install.log, in the server's %temp% directory. You can check this log file for any errors that you might encounter while you are installing Microsoft SharePoint Connector.

Note: In a multi-server Microsoft SharePoint implementation, you must install Microsoft SharePoint Connector on the primary Microsoft Windows SharePoint server, that is, the server on which you first installed and configured Microsoft Windows SharePoint Services.

Follow these steps:

1. Double-click CA Clarity Microsoft SP2010 Connector Setup.exe.

   The License Agreement screen appears.

2. Click Accept.

   The Installation Wizard appears.

3. On the Introduction screen, click Install, and click Next.
4. If the wizard prompts for SharePoint Services Administration service, do the following:
   1. Click Start, Administrative Tools, and Services.
   2. Start the following services:
   • SharePoint 2010 Administration
   • SharePoint 2010 Timer
5. Select all the web applications where the connector needs to be installed.
6. After the installation process is complete, click Finish.

   Microsoft SharePoint Connector is installed and deployed on the Microsoft SharePoint server.

Activate the Create CA Clarity PPM Project Site Feature

After you install Microsoft SharePoint Connector, you must activate the Create CA Clarity PPM Project Site feature from Microsoft SharePoint Central Administration. When activated, a new section, CA Clarity PPM Site Management, is created on the Application Management page in Microsoft SharePoint Central Administration. This section contains the Create CA Clarity PPM Project Site feature, which you can use to create CA Clarity PPM project sites.

Follow these steps:

1. In Microsoft SharePoint Central Administration, click Site Actions, and then click Site Settings.
2. Under Site Administration, click Site Features.

   The Site Features page appears.

3. Click Activate next to the Against CA Clarity PPM Site Menus field.

   The Create CA Clarity PPM Project Site Menus feature is activated.

Activate CA Clarity PPM Web Parts

You must activate the CA Clarity PPM Web Parts from Microsoft SharePoint's top-level site of each site collection where you want to use these Web Parts. Activating the CA Clarity PPM Web Parts adds the Web Parts to the Web Part Gallery of the site collection.

If you have multiple site collections under a SharePoint Web application and if you want the Web Part Galleries of all the site collections to contain the CA Clarity PPM Web Part, you must activate the Web Parts in all site collections.

Note: It is recommended that you activate the CA Clarity PPM Web Parts from the site collection features page, and not from the Web Part Gallery of the site collection.

Follow these steps:

1. In the top-level site of the Microsoft SharePoint site collection, click Site Actions, and then click Site Settings.
2. Under Site Collection Administration, click Site Collection Features.

   The site collection features page appears.

3. Do the following:

   Against CA Clarity PPM Site Chart

   Click Activate.

   Against CA Clarity PPM Site List

   Click Activate.

   Against CA Clarity Document Objects

   Click Activate.

   Against CA Clarity Objects

   Click Activate.

   Against CA Clarity Task Objects

   Click Activate.

   Against CA Clarity PPM ListSite Menus

   Click Activate.

   The CA Clarity PPM Web Parts are activated and added to the Web Part Gallery of the site collection.

How to Uninstall Microsoft SharePoint Connector

Once you uninstall Microsoft SharePoint Connector, you cannot access the CA Clarity PPM project sites that you created, or use the CA Clarity PPM Web Parts that you added unless you reinstall Microsoft SharePoint Connector and reactivate the Create CA Clarity PPM Project Site feature and the CA Clarity PPM Web Parts.

Uninstalling the Microsoft SharePoint Connector add-in involves:

1. Deactivating the Create CA Clarity PPM Project Site feature.
2. Deactivating CA Clarity PPM Web Parts.
3. Retracting and removing the Microsoft SharePoint Connector.
4. Uninstalling Microsoft SharePoint Connector from the server.

More information:

Deactivate the Create CA Clarity PPM Project Site Feature

Deactivate CA Clarity PPM Web Parts

Retract and Remove Microsoft SharePoint Connector from Microsoft SharePoint

Uninstall Microsoft SharePoint Connector from the Server

Deactivate the Create CA Clarity PPM Project Site Feature

Follow these steps:

1. In Microsoft SharePoint Central Administration, click Site Actions, and then click Site Settings.
2. Under Site Administration, click Site Features.

   Against CA Clarity PPM Site Management

   Click Deactivate.

   The CA Clarity PPM Site Management feature is deactivated.

Deactivate CA Clarity PPM Web Parts

Follow these steps:

1. In the top-level site of the Microsoft SharePoint site collection, click Site Actions, and then click Site Settings.
2. Under Site Collection Administration, click Site Collection Features.

   The site collection features page appears.

3. Do the following:

   Against CA Clarity PPM Chart

   Click Deactivate.

   Against CA Clarity PPM List

   Click Deactivate.

   The CA Clarity PPM Web Parts are deactivated.

Retract and Remove Microsoft SharePoint Connector from Microsoft SharePoint

Follow these steps:

1. In SharePoint Central Administration, click Operations.
2. In Global Configuration, click Solution Management.

   The solution management page appears.

3. Click ca_clarity_project_site.wsp.

   The solution properties page appears.

4. Click Retract Solution.

   The solution is retracted from the server.

5. Click Remove Solution.

   The solution is removed from the server.

Uninstall Microsoft SharePoint Connector from the Server

The uninstall process creates a log file, spconn_uninstall.log, in the server's %temp% directory. You can check this log file for any errors that you might encounter while you are uninstalling Microsoft SharePoint Connector from the server.

Follow these steps:

1. Double-click CA Clarity Microsoft SP2010 Connector Setup.exe.

   The License Agreement screen appears.

2. Click Accept.

   The Installation Wizard appears.

3. Click Install and click Next twice.
4. On the program maintenance page, select Remove, and click Next.

   The uninstall process begins.

5. After the uninstall process is complete, click Finish.

   Microsoft SharePoint Connector is uninstalled from the server.