Manage CA Clarity PPM Project Sites

Manage CA Clarity PPM Project Sites

This section contains the following topics:

Permissions for Managing CA Clarity PPM Project Sites

Save CA Clarity PPM Project Sites as SharePoint Site Templates

Change CA Clarity PPM Project Site Binding Properties

Permissions for Managing CA Clarity PPM Project Sites

The following table identifies the requisite permission levels on Microsoft SharePoint for creating and managing CA Clarity PPM project sites.

Save CA Clarity PPM Project Sites as SharePoint Site Templates

After you create a CA Clarity PPM project site and before or after you add lists, libraries, and Web Parts (CA Clarity PPM Web Parts and other Web Parts available in your site collection Web Part Gallery), you can save the CA Clarity PPM project site as a SharePoint site template. Use the site template to create other CA Clarity PPM project sites with the same site structure.

Follow these steps:

1. In the CA Clarity PPM project site to save as a site template, click Site Actions, and then click Site Settings.
2. In site actions section, click Save Site as Template.

   The save site as template page appears.

3. Enter a name for the template file, and a name and description for the template.
4. Select the Include Content check box if you have pages that are in a document library, or to include the contents of non-CA Clarity PPM Web Parts in the template.

   Note: Choosing to include content has no effect on the CA Clarity PPM Web Parts because they will automatically display information from the new project when the template is used to create a new CA Clarity PPM project site. For example, if a CA Clarity List Web Part in the CA Clarity PPM project site is configured to display tasks, it will automatically display tasks from the new CA Clarity PPM project when you use the template to create a new CA Clarity PPM project site.

5. Click OK.

   The CA Clarity PPM project site is saved as a SharePoint site template. After you save the CA Clarity PPM project site as a site template, the template is displayed in the Site Template list on the Create CA Clarity PPM Project Site page in SharePoint Central Administration. The saved template is also displayed in the CA Clarity PPM tab on the New SharePoint Site page, used to create child sites in Microsoft SharePoint.

Change CA Clarity PPM Project Site Binding Properties

After you create a CA Clarity PPM project site and bind it to a CA Clarity PPM server, you can change the site properties of the CA Clarity PPM project site; you can bind the CA Clarity PPM project site to a different CA Clarity PPM server and provide a new project ID to access data.

Once you change the project site binding properties, all the CA Clarity PPM Web Parts, added to the CA Clarity PPM project site, automatically inherit the new binding properties. The site properties also display data from the data providers (objects) of the project from the new CA Clarity PPM server.

Note: Change only the parameters requiring a change. For example, to access data from a different project on the same CA Clarity PPM server, you can retain the CA Clarity PPM server URL, change the project ID, provide CA Clarity PPM proxy user account information with appropriate access rights for the project.

Follow these steps:

1. In Quick Launch of the CA Clarity PPM project site, click CA Clarity PPM Binding.

   The site properties page appears.

2. Do the following, and then click OK:

   CA Clarity PPM Server URL

   Defines the URL of the CA Clarity PPM server.

   Proxy User Name

   Defines the user name associated with the CA Clarity PPM proxy user account on the CA Clarity PPM server.

   Proxy Password

   Defines the password associated with the CA Clarity PPM proxy user account.

   Project ID

   Defines the ID of the project where User is the manager.

   If the parameters you enter are valid, the CA Clarity PPM project site binds to the new CA Clarity PPM server. The site properties of the CA Clarity PPM project site are updated with the new parameters.