ca project and portfolio management 14.x - advanced reporting for the end user

CA Project and Porfolio Management 14.x -Advanced Reporting for the End User

Linda Wray

Agile Management

CA Technologies

Services Architect - GD

AMX02E

@CAPPM

#CAWorld

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The content provided in this CA World 2015 presentation is intended for informational purposes only and does not form any type of

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Terms of this Presentation


Abstract

CA PPM Advanced Reporting has been redesigned to use Jaspersoft Business Intelligence tools. The new architecture and available features provide business users access to data in a more dynamic and empowering reporting options.

Linda Wray

CA Technologies

Software Architect –Global Delivery


Agenda

OVERVIEW OF CA PPM REPORTING

ADVANCED REPORTING FEATURES AND CAPABILITIES

OVERVIEW OF CA PPM DOMAIN SECURITY

ADVANCED REPORTING SCHEDULING

ADVANCED REPORTING DOMAIN ASSISTANCE TOOL

1

2

3

4

5

Overview of CA PPM Reporting



Source System– database which stores application data

– used as the source for data content by the data warehouse (CA PPM)

Data Warehouse – subject-oriented, time-variant, collection of data stored to provide

efficient reporting

Common Terminologies



ETL - Extract Transform & Load– Extract – refers pulling data content from a source system

– Transform – relates to the transformation or references made to the data allowing the content to be stored in a simplistic fashion

– Load – the population of the data into the data warehouse tables

Domain – Jaspersoft semantic layer – Semantic layer – the business representation of database content

Common Terminologies


Overview of CA PPM ReportingCA PPM Data Architecture

CA PPMDatabase ETL Process

CA PPM Data

Warehouse

Jaspersoft Domains(Semantic Layer)

Reports

Embedded: Pentaho Data Integrator drives

ETL Load

Both Web Based Ad-Hoc Reporting and Full-

Client reports

Business Logic and Labels which allow Ad-Hoc Analysis without technical expertise


Overview of CA PPM ReportingCA PPM Reports Architecture

Advanced Reporting Features and Capabilities


JasperReports Server– Portal used to access reports and manage users

in a central location

– Data Sources

Connection to data for reporting tools

– Domains

Business logic to structure data for report output

– Ad Hoc Views

Use domains to organize data into report views

Tables, Charts, and Cross-tabs

Advanced ReportingFeatures and Capabilities


JasperReports Server– Reports (Interactive and Studio)

Use Ad Hoc Views to create interactive reports

– Dashboards

Use reports to create dashboard layouts

– Administration

Manage objects and users within the JasperReports Engine



JasperReports Server– Home Page – Available items based on user security



JasperReports Server– OOTB Data Sources

CA PPM BEAN

– Data connection to the CA PPM transactional database system

CA PPM DWH BEAN

– Data connection to the CA PPM data warehouse database system



JasperReports Server– OOTB Domains



JasperReports Server– Ad-Hoc View Select Data Content



JasperReports Server– Initial Ad-Hoc View Design



JasperReports Server– Ad-Hoc View Design



JasperReports Server– Web-Based Report




Jaspersoft Studio– Full Client report development tool


JasperReports Server– Shared and Personal Folder options



Overview of CA PPM Domain Security


Overview of CA PPM Domain SecurityRow Level Security Architecture

JasperReports

Server

JasperReports

ServerSecurity Files

JasperReports

Server

Advanced Reporting

CA PPM Web

Application

DWH

Security Views

CA PPM Security

Views

CA PPM

Database

Security Views

Data Warehouse (DWH)

CA PPM DWH

Database

Domains


Overview of CA PPM Domain SecurityCA PPM OOTB Domains

Domain security files are mapped to CA PPM domains

Domain Security File

Application Management Domain Application Management Security

Custom Master Objects Domain Custom Master Object Security

Financial Management Domain Financial Management Security

Idea Management Domain Idea Management Security

Investment Management Domain Investment Management Security

Project Management Domain Project Management Security

Resource Management Domain Resource Management Security

Time Management Domain Time Management Security

Overview of CA PPM Domain SecuritySecurity File Content

Each security file references the associated security view defined within the domain using the data warehouse schema

Investment Security File:<securityDefinition xmlns="http://www.jaspersoft.com/2007/SL/XMLSchema" version="1.0" itemGroupDefaultAccess="granted">

<resourceAccessGrants><resourceAccessGrantList id="JoinTree_1_List" label="aLabel" resourceId="JoinTree_1"><resourceAccessGrants>

<resourceAccessGrant id="Jointree_1_row_access_grant_1"><principalExpression>authentication.principal.username!=null</principalExpression><filterExpression>DWH_INV_SECURITY_V.USER_UID == groovy('authentication.principal.username')</filterExpression>

</resourceAccessGrant></resourceAccessGrants>

</resourceAccessGrantList></resourceAccessGrants>

</securityDefinition>


Overview of CA PPM Domain SecurityDomain Security Data Access

The ‘Display’ tab within the Domain Designer shows the ‘Resources’ (Tables/Views) available for use within the Domain.

Column referenced in security file to be used for row level security

Join Tree referenced in security file

Overview of CA PPM Domain SecurityResource Security File Content

Resource Security File:<securityDefinition xmlns="http://www.jaspersoft.com/2007/SL/XMLSchema" version="1.0" itemGroupDefaultAccess="granted">

<resourceAccessGrants><resourceAccessGrantList id="JoinTree_1_List" label="aLabel" resourceId="JoinTree_1"><resourceAccessGrants>

<resourceAccessGrant id="Jointree_1_row_access_grant_1"><principalExpression>authentication.principal.username!=null</principalExpression><filterExpression>DWH_RES_SECURITY_V.USER_UID == groovy('authentication.principal.username')</filterExpression>

</resourceAccessGrant></resourceAccessGrants>

</resourceAccessGrantList></resourceAccessGrants>

</securityDefinition>


Advanced Reporting Scheduling


Advanced Reporting SchedulingDynamic Report Delivery

Jaspersoft Scheduler ‘Schedule’ tab



Jaspersoft Scheduler ‘Parameters’ tab



Jaspersoft Scheduler ‘Output Options’ tab


Advanced Reporting Domain Assistance Tool


Advanced Reporting Domain Assistance ToolDomain Content Locator

Advanced Reporting Domain Field Descriptions


Q & A


Recommended Sessions

SESSION # TITLE DATE/TIME

AMT07S CA PPM for Business Transformation at Philips 11/19/2015 at 3:45 pm

AMT34S Managing Demand Across Organizations at Amway 11/19/2015 at 3:45 pm

AMT19SPanel Discussion: Migrating to 14.2; New Advanced

Reporting

11/19/2015 at 4:30 pm


Must-See Demos

Simplify your Application PortfolioCA PPM

Theater - Agile Management

Identify the Right InvestmentsCA PPM

Theater – Agile Management

Align Resources to Meet DemandCA PPM


Business Transformation

CA PPM



For More Information

To learn more, please visit:

http://cainc.to/Nv2VOe

CA World ’15

http://cainc.to/Nv2VOe

http://bit.ly/1wbjjqX

ca project and portfolio management 14.x - advanced reporting for the end user

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