Studio

UI Themes

UI themes developed and used in CA Clarity PPM v12.1.1 cannot be used in this release. You must recreate any custom UI themes used for your application.

Changes to UI themes:

The UI theme administration was previously located in Clarity System Administration (CSA), and the information was stored in the file system. Starting with this release, the administration is handled in Studio, and UI theme information is stored in the database.
You can migrate a UI theme from one system to another using the XML Open Gateway.
UI themes use the CSS3 standard.
Custom logo images are no longer stored on the file system. Base64 encoding is now used to convert a logo to ASCII string format.
CA Clarity PPM On Demand customers can now rebrand a CA Clarity PPM application using Studio.

Upgrade action: If you have a custom UI theme, you must recreate it using the new UI Themes functionality. If you have a UI theme associated with a partition, you must reconfigure the partition setup for this release. To save time and effort, copy one of the default UI themes and modify the CSS information it contains.

See the Studio Developer’s Guide for more information.

Object Actions

Object Actions allow you to configure functionality where and when it is needed. This full functionality was not available in CA Clarity PPM v12.1.1.

See the Studio Developer’s Guide for more information.

Button operations and links that are infrequently used in some areas in the application have been moved under the Actions pull-down menu. If you don’t see a button or page link that was present in CA Clarity PPM v13, check the Actions pull-down menu to see if the operation exists there.

If you have areas in the application that require you to navigate to other locations to collect information, you can use an object action to navigate and retrieve the information. Object actions allow you to navigate for the information you need without losing the context of your current location.

Upgrade action: None

Custom Fiscal Time-scaled Values

Fiscal time-scaled values (TSVs) are available with this release. Instead of operating on the standard yearly calendar, fiscal TSVs are based on the fiscal calendar.

You can configure TSV displays based on a specific date for the Start Date attribute property.

Upgrade action: None

Correcting the CA Clarity PPM URL for HTML and Xcelsius Portlets

For this release, the CA Clarity PPM URL has changed. Any URLs in custom HTML or Xcelsius portlets will not work optimally.

Upgrade action: Search for and replace the portion of the URL where the syntax has changed.

To update relative URLs, search for "niku/app?action=" and replace it with "#action:".
To update absolute URLs, search for "app?action=" and replace it with "nu#action:".
To complete the update for Xcelsius portlets, generate new .swf files in Xcelsius and use the .swf files to update the interactive portlets in CA Clarity PPM.

Charts

Charts for this release have the following changes:

All charts are HTML5.
SVG charts have been removed.
Zooming is available.
Some charts have animation.
The Area chart type is available.

The out-of-the-box chart colors have changed for this release. If you are using the Color Consistency feature, document your current colors so that you can change the color in the new release, if needed. You can recreate your colors in this release using the custom color palette under System Options.

The charting engine for this release is different than previous releases. As a result, the x-axis and y-axis scales and certain chart display areas might not be an exact replica of the old charts. However, the representation of data within the new charts will be correct.

A few of the charts have chart properties available in prior releases that are not available in this release. See upgrade documentation for details.

Upgrade action: (optional) Document your current colors before you upgrade if you are using the Color Consistency feature. You can use the information to update the colors in this release to your previous settings.

HTML Portlet Changes

The HTML portlet configuration page has been improved. The text entry area now has color-coded syntax and indentation.

Tips for HTML portlets:

Avoid document.write in javascript.
Do not reload the current page, such as setting window.location.href in javascript. CA Clarity PPM is a single page ajax-style application. Reloading the page is not optimal and can result in loss of application state data.
Many CSS style names have changed. If you are currently using v12.x CSS style names, those can be incompatible.

Upgrade actions:

Check CSS style names in custom HTML portlets to verify the style names are current and update where necessary.
Verify all URL-related logic in javascript is correct for any custom HTML portlets. See the section named "Correcting the CA Clarity PPM URL for HTML and Xcelsius Portlets."

Tab Changes

Your ability to customize tabs has been enhanced. To customized tabs, you can:

Change the labels, including the labels of stock tabs provided with CA Clarity PPM.
Hide tabs by setting "Active=FALSE".
Rearrange tabs on a portlet page.
Create dashboard tabs for the Project portlet pages.

Upgrade action: None

Export to PowerPoint or Excel with Internet Explorer 9

The Export to Excel or Export to PowerPoint can receive an error message if you are using IE 9. To stop the error message from appearing and successfully export, you must change a setting in IE 9.

Upgrade action: Clear the Do not save encrypted pages to disk check box in the IE 9 Security settings in Internet Options.

Follow these steps:

Open Internet Explorer 9.
From the Tools menu, click Internet Options.
The Internet Options dialog appears.
Click the Advanced tab.
In the Settings section, scroll down to the Security settings.
Clear the Do not save encrypted pages to disk check box.
Click OK.

New Xcelsius Stock Dashboards

Best Practice: Always make copies of stock Xcelsius dashboards, visualization files and queries before applying customizations. Customize the copied version. CA provides periodic updates to the stock dashboards that overwrites any changes you make to the stock dashboards.

The following table lists the Xcelsius stock dashboards provided with this release.

Studio Name	File Name	Description
Portfolio	xid.prt.portInvDash	Portfolio Investment Analysis - Analyze the impact to your Portfolio by adding and removing investments from the dashboard. Suggested use: Add a new tab with this portlet to the Portfolio Default Page Layout.
Project Status	xid.prt.prjsts	Project Status - Analyze important metrics at a glance for a specific project. Suggested use: Put on a project dashboard on a Project Page Layout.
Investment Overview	xid.prt.prjstsDash	Investment Overview - Using filter criteria, build a list of investments to view and analyze important metrics. Suggested use: Add a new tab with this portlet to the Overview page layout.
Resource Planning	xid.prt.resPlanDash	Resource Planning using Capacity and Demand by Role - view the capacity and demand by role, and analyze impact on capacity and demand by increasing or decreasing capacity using FTE or Hours. Suggested use: Add a new tab with this portlet to the Resource Planning portlet page layout