Harvest User Tasks (Connector for CA Unicenter® Service Desk and CA Software Change Manager for Distributed)

Harvest User Tasks (Connector for CA Unicenter® Service Desk and CA Software Change Manager for Distributed)

This section contains the following topics:

Create Harvest Projects Using the Lifecycle Template

Use the Service Desk Clarity Connector Request for Change Form

Promote Harvest Package through Service Desk Clarity Connector Lifecycle States

Demote Harvest Package from Test to Development Lifecycle State

Create Harvest Package and Associate to CA Clarity PPM Feature Task

Create Harvest Projects Using the Lifecycle Template

Use CA Technologies Harvest Service Desk Clarity Connector lifecycle template to create new Harvest projects, and to define the project forms and processes. This project template provides the necessary forms and processes to integrate Harvest with Service Desk and CA Clarity PPM.

Use the existing AllFusion Harvest Change Manager (CM) Administrator functionality to create the Harvest project in Harvest.

To create a Harvest project using the Service Desk Clarity Connector lifecycle template

1. Log in to AllFusion Harvest CM Administrator.
2. Expand the Lifecycle Templates folder and right-click the Service Desk Clarity Connector lifecycle template.

   The shortcut menu appears.

3. Select Copy To.

   The Copy Project window opens.

4. Complete the following fields:
   • Name—enter a name for your new project.
   • Copy To—make sure Active is selected.
   • Duplicate Access Control—make sure this check box is selected.
   • Create User Group—make sure this check box is cleared.
5. Click OK.

   The new active project appears in the Active Projects list.

Use the Service Desk Clarity Connector Request for Change Form

When you create Harvest packages using CA Clarity PPM or Service Desk, a Service Desk Clarity Connector Request for Change form is created that is associated to the package. Some of the form tabs-Origination, Service Desk, and CA Clarity PPM-are specific to the connection and are pre-populated with read-only information that is brought over from Service Desk and CA Clarity PPM. To view the specific fields that are mapped, see the appendix "Field Mappings."

To access the form associated to the package

From the list, expand the Harvest package to show the form associated with the package, and click the form. The Request For Change form opens in the right pane.

Promote Harvest Package through Service Desk Clarity Connector Lifecycle States

The Service Desk Clarity Connector lifecycle template has four default lifecycle states: plan, development, test, and production. As the package transitions from one lifecycle state to the next, you will promote the package in Harvest. When you promote or demote a Harvest package that is associated with a Service Desk change order, Harvest sends an update to Service Desk. The log comment is entered in Service Desk Change Order Activity Log List. Harvest package lifecycle state changes are also tracked on the Task Details page in Clarity, and on the integrated dashboard portlet of Clarity project.

To promote a Harvest package

1. Expand the project to show the four lifecycle states.
2. Expand the lifecycle state, Packages and right-click the package you want to promote.

   The shortcut menu appears.

3. Select Processes, and depending on the lifecycle state, select one of the following:
   • Promote to Development—to promote a package from the planning lifecycle state to the development lifecycle state.
   • Promote to Test—to promote a package from the development lifecycle state to the test lifecycle state.
   • Promote to Production—to promote a package from the test lifecycle state to the production lifecycle state.

Demote Harvest Package from Test to Development Lifecycle State

Use AllFusion Harvest CM Workbench to demote Harvest packages. If you demote a package that is associated with a Service Desk change order from the test lifecycle state to the development lifecycle state, Harvest sends an update to Service Desk. The log comment is entered in Service Desk Change Order Activity Log List. Harvest package lifecycle state changes are also tracked on the Task Details page in CA Clarity PPM, and on the integrated dashboard portlet of CA Clarity PPM project.

To demote a Harvest package from the test lifecycle state to the development lifecycle state

1. Expand the project to show the four lifecycle states.
2. Expand the Test lifecycle state, Packages, and right-click the package you want to demote.

   The shortcut menu appears.

3. Select Processes, and select Demote to Dev.

   The package is demoted to Dev.

Create Harvest Package and Associate to CA Clarity PPM Feature Task

When you want to track the work that is represented by a CA Clarity PPM feature task in Harvest, you can create new packages and associate them to an existing form. This process captures all the work in that same form through its association to the CA Clarity PPM feature task.

To create a package

1. Log in to the AllFusion Harvest Workbench.
2. Expand the projects folder to show the four lifecycle states.
3. Right-click the Plan lifecycle state.
4. Select Processes, and select Create RFC.

   The Create RFC dialog opens.

5. Complete the following fields:
   • Name—enter a name for your new package.
   • Assign To—select the person to which you want to assign this package.
6. Click OK.

   The new package is listed beneath the Plan lifecycle state on the Workbench.

To create an association between the new package and an existing form

1. Right-click the newly defined package on the Projects tab of the Workbench, and select Properties.

   The Package Properties dialog opens.

2. Select the Forms tab and click Add.

   The Find Form dialog opens.

3. Locate and select the form you want to associate with the new package, and click OK.

   The Find Form dialog closes.

4. Click OK on the Package Properties dialog.

   The associated form is listed beneath the new package on the Workbench.

In CA Clarity PPM, the feature task associated to the form reflects an additional package. Harvest package lifecycle state changes are also tracked on the Task Details page in CA Clarity PPM, and on the integrated dashboard portlet of CA Clarity PPM project.