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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For Informational Purposes Only
Terms of this Presentation
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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
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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
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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
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Overview of CA PPM Reporting
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
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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
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Overview of CA PPM ReportingCA PPM Reports Architecture
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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
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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
Advanced ReportingFeatures and Capabilities
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JasperReports Server– Home Page – Available items based on user security
Advanced ReportingFeatures and Capabilities
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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
Advanced ReportingFeatures and Capabilities
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JasperReports Server– OOTB Domains
Advanced ReportingFeatures and Capabilities
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JasperReports Server– Ad-Hoc View Select Data Content
Advanced ReportingFeatures and Capabilities
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JasperReports Server– Initial Ad-Hoc View Design
Advanced ReportingFeatures and Capabilities
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JasperReports Server– Ad-Hoc View Design
Advanced ReportingFeatures and Capabilities
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JasperReports Server– Web-Based Report
Advanced ReportingFeatures and Capabilities
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Advanced ReportingFeatures and Capabilities
Jaspersoft Studio– Full Client report development tool
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JasperReports Server– Shared and Personal Folder options
Advanced ReportingFeatures and Capabilities
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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
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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
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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><!-- Row level security --><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><!-- Column level grants -->
</securityDefinition>
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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
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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><!-- Row level security --><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><!-- Column level grants -->
</securityDefinition>
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Advanced Reporting SchedulingDynamic Report Delivery
Jaspersoft Scheduler ‘Schedule’ tab
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Advanced Reporting SchedulingDynamic Report Delivery
Jaspersoft Scheduler ‘Parameters’ tab
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Advanced Reporting SchedulingDynamic Report Delivery
Jaspersoft Scheduler ‘Output Options’ tab
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Advanced Reporting SchedulingDynamic Report Delivery
Jaspersoft Scheduler ‘Output Options’ tab
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Advanced Reporting Domain Assistance ToolDomain Content Locator
Advanced Reporting Domain Field Descriptions
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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
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For More Information
To learn more, please visit:
http://cainc.to/Nv2VOe
CA World ’15