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Change Impact and Upgrade Guide v12.1.0

CA Clarity™ Project & Portfolio

Manager

Second Edition

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Contents 5

Contents

Chapter 1: How to Get Started 7

Chapter 2: Changes to CA Clarity PPM v12.1 9

Studio ........................................................................................... 9

Xcelsius Dashboarding ....................................................................... 9

New Portlet Type ........................................................................... 10

Administration .................................................................................. 11

Change in Time Slice Definition Value ........................................................ 11

Mapping CA Clarity PPM Lookup Values to Open Workbench and Microsoft Project ............. 11

Project Management ............................................................................ 12 Non-Project Investment Objects (NPIOs)..................................................... 12

User Interface Changes on the Select Subprojects Page ...................................... 12

Jobs ............................................................................................ 13

XML Open Gateway ............................................................................. 13

Data Model ..................................................................................... 14

Chapter 3: Reporting Changes Introduced for BusinessObjects 15

Reports ........................................................................................ 15

BusinessObjects Installation Changes ........................................................ 15

New Business Objects Universes ............................................................. 16

BusinessObjects Trusted Authentication ...................................................... 16 Access Levels and User Groups Within Business Objects ...................................... 17

Customers with a Pre-existing BusinessObjects Environment.................................. 18

LDAP Support ............................................................................... 18

Reports Usage Notes ........................................................................ 19

Upgrade to CA Business Intelligence r3 with Enhanced Security ................................... 20

Reset the Password for Multiple Users ........................................................... 22

Chapter 4: Add-ins 25

Chapter 1: How to Get Started 7

Chapter 1: How to Get Started

This guide provides information about the features and enhancements in CA

Clarity PPM v12.1. This guide provides information about preparing your system

before upgrading to CA Clarity PPM v12.1 and information about post-upgrade

work after the upgrade process completes.

Check for recent updates to the Change Impact and Upgrade document before

upgrading to CA Clarity PPM v12.1. The most recent edition of this document and

all CA Clarity PPM guides are available from the CA Clarity PPM v12.1 bookshelf

posted to the CA Clarity PPM product support area and documentation area on

CA Support Online (support.ca.com).

Important! Review this entire guide before upgrading to CA Clarity PPM v12.1.

This guide gives you insight on how to best plan for the upgrade and helps you

determine the upgrade options that best suit your business needs. Use this guide

to help plan your CA Clarity PPM v12.1 training and roll-out efforts.

The following are the basic steps for upgrading to CA Clarity PPM v12.1 including

how to upgrade to CA Business Intelligence r3 and how to upgrade add-ins.

1. Review the Product Architecture Stack.

2. Review the changes for CA Clarity PPM v12.1 for pre-upgrade and

post-upgrade actions (see page 9).

3. Upgrade to CA Clarity PPM v12.1.

See the Release Notes for supported upgrade paths.

Note: See the Installation Guide, "How to Upgrade CA Clarity PPM", for

upgrade steps.

4. Review reporting changes introduced for BusinessObjects (see page 15).

5. Upgrade to CA Business Intelligence r3 with enhanced security features (see

page 20).

6. Upgrade add-ins if you have any of the following installed (see page 25):

■ PMO Accelerator

■ CA Clarity PPM Accelerator for the PMBOK Guide

■ CA Clarity Grants Manager

The upgrade to add-ins lets you take advantage of the reporting changes

introduced for Business Objects.

See the Installation Guide, "Import Stock Universes and Stock Report

Definitions," for detailed steps.

http://www.support.ca.com/


Chapter 2: Changes to CA Clarity PPM

v12.1

This section contains the following topics:

Studio (see page 9)

Administration (see page 11)

Project Management (see page 12)

Jobs (see page 13)

XML Open Gateway (see page 13)

Data Model (see page 14)

Studio

Xcelsius Dashboarding

Xcelsius Dashboarding is a newly introduced feature that provides new ways to

report on and analyze CA Clarity PPM data. This feature gives executives and

general users the ability to drill down, change variables and view metrics

differently, with easy and interactive sliders, filters and other tools. These

interactive portlets allow for more powerful reports that can be viewed within CA

Clarity PPM or outside of CA Clarity PPM.

See the Installation Guide for information about how an administrator can set up

the Xcelsius software and make it available to download.

See the CA Clarity-Xcelsius Implementation Guide for details on how to

implement Xcelsius visualizations with real-time CA Clarity PPM data. This guide

is available only from the CA Clarity PPM v12.1 bookshelf available on CA

Support Online (support.ca.com).

Upgrade action: None



Studio

10 Change Impact and Upgrade Guide

New Portlet Type

The interactive portlet is a new portlet type introduced in CA Clarity PPM v12.1 to

support Xcelsius dashboarding. An interactive portlet uses the output from

Xcelsius (a .swf file) and is created by an administrator in Studio or by a user

with the appropriate access rights from the Personal menu.

See the Studio Developer's Guide for more information on creating interactive

portlets from Studio. See the Common Features and Personal Options Guide for

more information on creating interactive portlets from the Personal menu and for

more information on available stock interactive portlets.


Administration


Administration

Change in Time Slice Definition Value

Semi-monthly is no longer a valid value for time slice definitions for either

Rollover Interval or Slice Period.

Upgrade action: Before upgrading to v12.1, review your time slice definitions.

Edit those definitions that have Rollover Interval or Slice Period set to

semi-monthly and select a new value.

Tip: To help with the investigation, you can sort by the Time Slices column

headers for Rollover Interval and Slice Period to find time slice definitions that

use the semi-monthly setting.

Mapping CA Clarity PPM Lookup Values to Open Workbench and Microsoft

Project

CA Clarity PPM now uses a hidden ID to map and uniquely identify all lookup

values from external schedulers like Open Workbench and Microsoft Project.

Lookup values are now listed in the order in which they are defined in Studio.

Before this enhancement, inactive lookup values were always listed at the

bottom. Inactive values are identified by an asterisk (*).

Upgrade actions:

■ Before upgrading to v12.1, save all local Open Workbench and Microsoft

Project files back to CA Clarity PPM.

■ If you open a project from one CA Clarity PPM server using Open Workbench

or Microsoft Project, save it back to the same CA Clarity PPM server and not

a different server.

Project Management


Project Management

Non-Project Investment Objects (NPIOs)

The Team: Staff page for non-project investment objects (NPIOs) includes an

Estimate from Allocation option. NPIO managers can synchronize the ETC with

the allocation for selected team members. This new functionality applies to all

NPIO instances, even those created before the upgrade.


User Interface Changes on the Select Subprojects Page

The names have changed for two Project object Studio views. The following table

shows the changes.

Old name New name

Subproject - filter Subproject Selection – Filter

Subproject - list Subproject Selection – List

Upgrade Action:

No action required if users did not personalize these list and filter views in

previous releases. They will see these new page titles after the upgrade to v12.1

completes.

Jobs


Action required if users have personalized the list and filter views in previous

releases. They will not see the changes after the upgrade to v12.1 until one of

the following actions occurs:

■ A Studio administrator publishes the new views.

Note: See the Studio Developer’s Guide for more information.

■ Users restores the defaults on their personalized subproject list and filter

views.

Note: See the Common Features and Personal Options User Guide for more

information.

Jobs

Rate Matrix Extraction job

In CA Clarity PPM v12.1.0, the Incremental Update Only parameter was added to

the Rate Matrix Extractions job. The Incremental Update Only parameter is a

check box that is selected by default. This parameter works with the Prepare

Rate Matrix Data parameter and the Update Rate Matrix Data parameter to

improve job performance by selecting investments that meet certain conditions.

When the Incremental Update Only parameter check box is cleared, the job runs

normally except does not process inactive investments.

Upgrade Action: None

XML Open Gateway

The following changes were made to schemas in the XML Open Gateway.

Idea

Idea instance Description field. Maximum length changed to 762.

File: \xog\src\webroot\WEB-INF\xog\xsd\nikuxog_inv_common.xsd

For an idea instance, a character limit of 762 is allowed for the Description

field. When an idea instance is imported, the same limit must be set as the

maximum limit. The schema nikuxog_inv_common.xsd was modified to

enable the import without any description limit exceeded error.

Data Model


LinkType

LinkType has a new attribute named isDisplayable. Default flag is set to

'true."

File: \union\xsd\object-base-types-2003-09.xsd

The isDisplayable attribute is available for use in the XOG.

Note: See the XML Open Gateway Developer Guide for more information.


Data Model

See the "Database Schema Changes from CA Clarity PPM v12.0 to CA Clarity PPM

v12.1" in the Technical Reference Guide for schema changes made since CA

Clarity PPM v12.0.


Chapter 3: Reporting Changes

Introduced for BusinessObjects

This section contains the following topics:

Reports (see page 15)

Upgrade to CA Business Intelligence r3 with Enhanced Security (see page 20)

Reset the Password for Multiple Users (see page 22)

Reports

The following sections describe the CA Clarity PPM v12.1 reporting changes

introduced for BusinessObjects.

BusinessObjects Installation Changes

■ In previous CA Clarity PPM versions, customers had to install the BIAR files

(that include a universe, reports, folders and database connection object)

using CA Clarity System Administration and command line.

Important! For v12.1, the command line and CA Clarity System

Administration method for installing reports is no longer available. After

properly configuring the Reporting properties from CA Clarity System

Administration, install these BIAR files using the BusinessObjects Enterprise

Import Wizard from a Windows workstation. If you are using a UNIX

environment, install the BusinessObjects client tools on a Windows

workstation. The Import Wizard lets you selectively import specific items (for

example, user groups and ACLs). In addition, the Import Wizard provides

flexibility when importing BIAR files.

Note: See the Installation Guide for more information.

■ In CA Clarity System Administration, a new field named Trusted

Authentication Shared Key has been added to the

Server:Properties-Reporting page. If BusinessObjects is selected as the

reporting option, also enter the (trusted) shared key used by the

BusinessObjects server to authenticate all CA Clarity PPM users. Once this

step is done, CA Clarity PPM can establish a trust with the BusinessObjects

server to allow users to log on without providing a password.


Reports


New Business Objects Universes

Previously, CA Clarity PPM shipped with a single BusinessObjects universe. CA

Clarity PPM v12.1 introduces four new pre-built BusinessObjects universes in

addition to the previous universe. The following are supported:

■ CA PPM Investment Universe

■ CA PPM Resource Universe

■ CA PPM Timesheet Universe

■ CA PPM Investment Financial Universe

See the BusinessObjects Universes for CA Clarity PPM Reference Guide for

details on each universe.

Note the following:

■ Each universe contains views written specifically for that universe.

■ All four universes are packaged in a new BIAR file named CA Clarity

Universes. The old universe available in previous versions of CA Clarity PPM

is packaged in a different BIAR file named CA Clarity Legacy.

■ No reports are shipped as part of these four new universes.

Upgrade action: No separate upgrade action is required. These universes are

installed as part of the steps for installing BusinessObjects.


BusinessObjects Trusted Authentication

For versions before CA Clarity PPM v12.1, when a report request comes from CA

Clarity PPM, the integration checks to see if the CA Clarity PPM user resides in the

BusinessObjects server. If the user does not exist, the integration automatically

creates that user on the BusinessObjects server with an encrypted password.

This process causes problems when other CA Technologies applications are using

that same BusinessObjects server and when you configure LDAP between CA

Clarity PPM and the BusinessObjects server.

Reports


The CA Clarity PPM-BusinessObjects Integration now supports BusinessObjects

Trusted Authentication. With Trusted Authentication, report requests from CA

Clarity PPM do not need to have the password authenticated on the

BusinessObjects server. If the user ID exists in BusinessObjects and comes from

a trusted CA Clarity PPM server, the report request is permitted.

The user who requests the report from CA Clarity PPM is the same user running

the report on BusinessObjects.


Upgrade actions:

■ If pre-upgrade users must log in to BusinessObjects InfoView and run

reports, first reset the password of each user.

Reset the password for multiple users at one time using the BusinessObjects

Central Administration capabilities (see page 22).

Access Levels and User Groups Within Business Objects

Access levels (ACLs) are required to support security. The following ACLs are

included in the BIAR files that are released as part of the CA Business

Intelligence:

■ ca-ppm-reportUserAdmin-ACL

■ ca-ppm-reportDesign-ACL

■ ca-ppm-reportRun-ACL

To run a report from CA Clarity PPM, a user must be assigned to at least one of

the following user groups. These groups are included in the BIAR files released as

part of the CA Business Intelligence:

■ CA-PPM-Reporting-Admin-User

This group provides the ability to perform administrative functions and all

designer user rights. Security is set in the new ACL

ca-ppm-reportUserAdmin-ACL.

■ CA-PPM-Reporting-Designer-User

This group lets users modify and build reports and allows Universe Access for

ad-hoc Web Intelligence reports. Security is set in the new ACL

ca-ppm-reportDesign-ACL.

■ CA-PPM-Reporting-User

This provides the ability to run pre-built reports. Security is set in the new

ACL ca-ppm-reportRun-ACL.

Note: See the Administration Guide for more information.

Reports


Customers with a Pre-existing BusinessObjects Environment

CA Clarity PPM customers are entitled to use the SAP BusinessObjects Enterprise

product that is provided with CA products and subject to the terms of CA

Technologies’s agreement with the customer. If you want to leverage a

pre-existing BusinessObjects environment, discuss the environment setup with

SAP. This question is governed by the customer’s license agreement with

BusinessObjects, and not the CA Products license agreement.

The customer’s preexisting SAP BusinessObjects environment must be the same

SAP BusinessObjects Enterprise version that is supported by the installed CA

product version.

Note: See the Product Architecture Stack (PAS) for more information.

LDAP Support

CA Clarity PPM v12.1 lets you configure LDAP support between CA Clarity PPM

and other CA Technologies software applications with the BusinessObjects

server.

See the Installation Guide for more information on how to set up LDAP.

Upgrade action: If you have not set up LDAP or if you want to sync up the

non-LDAP users, run the job Create BusinessObjects Users after the upgrade.

This job syncs the user lists in BusinessObjects and CA Clarity PPM. If the job is

not run, CA Clarity PPM users cannot run or open a report unless a

BusinessObjects account has been created for the user.

Reports


Reports Usage Notes

Note the following about upgrading existing reports:

■ The security for reports is now linked to the new stock Business Objects

universes for Clarity. Custom reports created before v12.1 that are not

converted to the new universes will not be secure when accessed through

Infoview. A user with login rights to Infoview can run a custom report from

within InfoView even if the user does not have rights in CA Clarity PPM.

Note: For customers with the Federal PPM Earned Value Manager add-in,

reports delivered with this add-in do not use the new stock universes and

were not converted to use the new security model. These reports work as

they have in previous CA Clarity PPM releases.

■ Due to an issue with BusinessObjects, previously created instances for

upgraded Crystal reports do not show snapshot data. A Crystal report

instance that ran before the upgrade can open in CA Clarity PPM, but the

report instance shows current data rather than the original report instance

data.

Upgrade action: Before upgrade, export all reports to PDF to retain

snapshot data.

■ No stock reports were added or removed from this release.

Upgrade to CA Business Intelligence r3 with Enhanced Security


Upgrade to CA Business Intelligence r3 with Enhanced

Security

The following provide the basic steps to upgrade from CA Business Intelligence

r2.1 to CA Business Intelligence r3 and take advantage of enhanced security

features and CA Clarity PPM v12.1 improvements.

Note: These upgrade steps assume that the BusinessObjects server is used only

by CA Clarity PPM. If the BusinessObjects server is used by other products,

install CA Business Intelligence r3 on a new server.

1. Create a back-up of the CA Business Intelligence r2.1 instance. Including a

back-up of the CMS database and a back-up of the following components to

a BIAR file, such as custom .BIAR:

■ Report definitions

■ Report instances

■ Users and groups

■ Stock and custom universes

■ Custom reports (RPT or Web Intelligence)

■ Any custom information you created

2. Uninstall CA Business Intelligence r2.1 and delete the folder completely.

3. Install CA Business Intelligence r3.

Note: See the Installation Guide, "How to Install Business Objects

Software," for detailed steps.

4. Do the following only if you want to import your custom reports to CA

Business Intelligence r3:

a. Import only the following components:

– Custom reports (RPT or web intelligence)

– Custom Universe

– Custom Connection Objects from your backup BIAR file, such as

custom.BIAR.

b. Assign user security privileges to custom Universes and custom

Connections Objects. For example, CA-PPM-Reporting-User.

Note: See the Administration Guide for more information.

Upgrade to CA Business Intelligence r3 with Enhanced Security


c. If you have any custom reports that use an existing CA Clarity universe,

open up each report in Crystal Report Designer and save them.

This step refreshes the reports with the CA Clarity universe and its

enhanced security.

Note: See the knowledge base article, "Enabling CA Clarity PPM v12.1

Security Features in Custom Universes and Custom Crystal Reports", on

http://support.ca.com for instructions on how to use security features in

custom universes and custom crystal reports that use stored

procedures. Search on the keyword TEC530207 to find the article.

d. Modify custom items as needed to account for data model changes in this

release.

Make adjustments for any data model changes in CA Clarity PPM to help

ensure that the custom items work well with CA Business Intelligence r3.

Note: See the Technical Reference Guide for information about

additions, deletions, or updates to the data model.

5. Manually reschedule any reports that were previously scheduled to run.

Reports whose schedules were set up before the upgrade will not start run

after the upgrade to CA Clarity PPM v12.1.

http://support.ca.com/

http://support.ca.com/

Reset the Password for Multiple Users



To reset the password for multiple users

1. Log into the BusinessObjects Central Management Console (CMC) as an

administrator.

2. Navigate to Users and Groups and click User List.

3. Use Control-Select to select a group of users, then right-click and select

Account Manager.

The following figure shows multiple users who have been selected.



The Account Manager page appears when you click the Account Manager

option.

4. Select the Change User Passwords to New Value check box, enter the new

password and select the appropriate password options.

5. Save your changes.

By default, CA Clarity PPM users are not added to the Report run group within

BusinessObjects. An administrator is expected to add all CA Clarity PPM users to

the CA-PPM-Reporting-User group. If additional levels of access to specific users

are required, then add users manually into the new BusinessObjects security

groups in CA Clarity PPM. For example, you want to give additional

administrative authority to modify the definition of a universe.

You can also make a copy of existing groups and modify them to suit your

specific security requirements.

Best Practice: Do not modify the security groups provided within

BusinessObjects directly because they can be overwritten during a subsequent

CA Clarity PPM upgrade.

Chapter 4: Add-ins 25

Chapter 4: Add-ins

During the v12.1 upgrade process, previously installed add-ins are also

migrated. However, to make the Business Objects reports work properly, you

must install the add-ins certified on v12.1.

Pre-Upgrade action: Check for file not found error messages for either the

contentPacks.xml and contentDescriptor.xml files in the admin.log file. Do one

of the following:

■ If the error message appears in the log file, download and install the

v12.1-compatible versions for each add-in that you have installed on your

system. Upgrade all of your add-ins using the v12.1-compatible add-in

version.

■ If the error message does not appear in the log file, download and install only

the v12.1-compatible add-in versions which contain reports. The following

add-ins contain new reports:

■ PMO Accelerator

■ CA Clarity PPM Accelerator for the PMBOK Guide

■ CA Clarity Grants Manager

Upgrade action: Download and install the add-ins certified on v12.1 which

contain new reports. During the installation, if you have modified existing Studio

views, filters, and portlets, these items are not installed automatically. Review

the changes and decide which modified views, filters, and portlets to apply.

Modified items have a status of “Upgrade Ready” on the Add-In Details page. You

can access this page from the Add-Ins menu option in the Administration Tool.

See the product guide associated with your specific add-in for installation

instructions and for recommendations to apply updated Studio views.

Post-Upgrade action: If you experience errors resulting from broken links or

system errors on add-in portlets, reinstall the add-ins using the

v12.1-compatible version.

See the CA Clarity PPM v12.1 Release Notes for a list of compatible add-ins.

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