Administration

Auto-Suggest Lookups and Multivalued Lookups in Lists

Auto-suggest displays possible selection values to a user based on keyboard input. The following lookup changes occurred for this release:

Auto-suggest is turned on for all lookups by default, but it can be turned off by opening the lookup and clicking the Auto-Suggest tab, then clearing the Auto Suggest Enabled check box.
Auto-suggest for OBS lookups cannot be turned off.
Dependent Lookups are not auto-suggest enabled.
Multivalued lookups can be configured to work within lists and grids.

Lookups were configured as pull-down lookups in v12.1.1 because it provided easier and quicker access in assigning values. Consider configuring these lookups as browse lookups because auto-suggest makes the assignment of the lookup value easier. In addition to ease of use, browse lookups have a performance benefit because the values do not have to be retrieved up-front, which makes pages render faster.

Upgrade action: (Optional) Review pages that have query lookups to see if you want to display additional attribute information in the auto-suggest display to help the user.

New Clarity Security Group and Navigation Links

Greater access control is provided for the Account Settings, Organizer, and Projects pages. You can control who sees the links in the Home menu and navigates to the pages for these features. A user must be granted the explicit right to see each of these features.

In previous releases, the rights to see the pages were granted by default. To allow existing customers who wish to continue to provide these rights to users as a whole, a new out-of-the-box user group named Basic group for user access is available with this release. The new user group provides the new access rights.

For Upgrading Customers

All users are assigned to the group, and the new access rights are assigned to preserve existing functionality. You can remove the rights from the group if you wish, or you can add additional rights. The following table lists the new access rights assigned to the group for upgrading customers.

New Access Right	Description
Account Settings - Navigate	Makes the Account Settings link available in the Home menu so that a user can navigate to the Account Settings page.
Organizer - Access	Makes the Organizer link available in the Home menu so that the user can open the Organizer page and view the Action Items and Notifications portlets.
Projects - Navigate	Makes the Projects link available in the Home menu so that a user can navigate to the Projects list page and open projects.

For New Customers

All users are assigned to the group by default, but no access rights are assigned. This gives a new customer the option of adding the rights that are needed. You can modify the group's access rights as needed.

Upgrade action: None

Configurable Notifications

Configurable notifications that allow administrators to add attribute information and any additional text information to a CA Clarity PPM notification are new for this release. The following changes are new:

Subject and message body of the notifications can be configured by users.
If you are changing a Studio object notification template, you can add Studio links to the notification that allow you to go directly to the project properties or change request instance.

Tips:

Look at your most frequently used notifications and modify the notification template with attribute information that will provide better context for your end-users.
You can rebrand the HTML email template that is sent for email notifications.
Add attribute context information to the notification subject line so users can quickly assess the notification.
For a process definition, you can configure a notification template for action items. The notification template can be changed even when the process definition is in an active state. The system picks up the latest notification template changes on the next step that sends out action items.
Notification templates can be migrated between systems using the XML Open Gateway. This removes the necessity of manually reconfiguring your notifications.
You must localize any changes made to the standard notification templates provided with CA Clarity PPM.

Upgrade action: None

XDM Forms

The creation of XDM forms is not supported in this release. If you are upgrading, you can continue to use existing XDM forms, but you cannot modify existing forms or create new ones. XDM forms are not available for new customers.

Upgrade action: Make any needed changes to XDM forms before you upgrade. You cannot make XDM changes after the upgrade.

New Accessibility Options

The following accessibility options for users with visual disabilities have been added:

Screen Reader Optimized UI: Determines whether the user interface is optimized so that features are better recognized by a screen reader. Select this check box for any visually impaired user who is using a screen reader.
High Contrast Color Mode: Determines whether a specific UI theme to assist color-deficient users is used. If selected, the user sees the Black and White UI theme.

See the Administration Guide for more information on these new options.

Upgrade action: None

Rooms and Equipment, Events, and Event Calendar Removed

All existing entries for the following will be deleted and will not be accessible after the upgrade to this release:

Rooms and Equipment. This functionality allowed you to book rooms and equipment (for example, laptops and projectors) as resources.
Events. This functionality let you create a meeting or other special occasions and invite multiple resources to attend.
Event Calendar. This calendar showed milestones such as meetings or appointments to which you were invited.

Upgrade action: None

Auto-Numbering Link Removed from the Data Administration Menu

The Auto-Numbering link is no longer located in the Data Administration menu available from the Administration menu. To manage auto-numbering, use the functionality available in Studio.

See the Studio Developer’s Guide for more information.

Upgrade action: None