CA PPM 14.4 | The Armstrong Release

1. What’s Removed from CA PPM 14.4?

First, the moment we all expected has been confirmed: Business Objects is gone. Au revoir Crystal Reports, you complicated, beautiful things. Hello again, Jaspersoft. We’ve been enjoying you since 14.2 (especially since your dashboards stepped it up in 14.3.)

While there’s a handful of End of Life (EOL) announcements for add-ins and connectors, the other notable removal in CA PPM 14.4 is WebSphere, so you’ll want to migrate to Tomcat before upgrading. (See the product support page).

Let’s get to the fun stuff: what’s been added and enhanced.

2. What’s New in CA PPM 14.4?

Our favorite new addition to CA PPM 14.4 is for Advanced Reporting in Jaspersoft Studio. Along with the JasperReports Server Cumulative Patch, which corrects several issues, CA added a JDBC driver, which lets you develop reports faster in SaaS, since you’ll be able to access Jaspersoft studio without needing VPN access to the database servers.

CA PPM 14.4 Enhancements You Need to Know

While there are many enhancements in the Armstrong release, including to CA Agile Central Support (formerly Rally, see https://wiki.ca.com), there are several others we need to outline.

3. Portfolio Management Enhanced with ACAs

In CA PPM 14.4, it’s now possible to add aggregated calculated attributes (ACAs) to investment objects. Hooray. This will allow you to role up child investments, like projects, and view their summaries by portfolio.

4. Administration Enhanced with New Password Policy

The Armstrong Release operates with a new, out-of-the-box (OOTB) password policy. Industry standards are the new rule, unless you want to keep your existing passwords when you upgrade. That means you’re looking at eight characters with uppercase, lowercase, numeric, and special characters included. You know the drill.

5. Administration Enhanced with Load Data Warehouse Job Changes

Planning to run a Load Data Warehouse Job? CA PPM 14.4 now incorporates financial plans: the Plan of Record, the current budget plan, and all benefit plans.

6. Timesheet Auto-Populate Options

Here’s one you’ll probably enjoy. The Armstrong release has smoother timesheet options. Imagine opening up your timesheet and seeing all your tasks auto-populated. Now imagine seeing last week’s time entries auto-entered against those tasks. You can stick to just the tasks or have the time added.

It makes the whole process faster, and in this release the options are easier to find. Just check the box you want: populate assigned tasks and/or copy time entries from previous timesheet.

 

Clarity 14.4 Upgrade from Clarity 14.3 With Jaspersoft

Supported upgraded path from clarity 14.3 to 14.4

Export option using Clarity 14.3

This is regarding the export option of Clarity.

Export to Excel (Data) : Maximum we can download 1,50,000 now and we can extend by changing the settings in CSA for export to excel.

·         Each sheet only download 65536, If the data is more,  automatically new sheet will be created to accommodate new data.

Export to excel : We can download only 300 records with format as per CA. The idea of this option is to download the Export to excel (Data) and then do the format.

You can also refer  below link for 300 record count for export to excel.

http://www.ca.com/us/support/ca-support-online/product-content/knowledgebase-articles/tec1046117.aspx

Conclusion :

Business must use Export to Excel (Data) option for downloading more data, which is not more than 1,50,000 and its restricted now.

This can be extended by changing the settings in the CSA and Clarity (System Settings). We can’t set it to specific portlet.

Now we need to define do we require export of data more than 1,50,000.(Current Settings) or not.

This is the recommendation from CA for export and mentioned on premises and on demand.

http://www.ca.com/us/support/ca-support-online/product-content/knowledgebase-articles/tec611566.aspx

Note: Clarity System settings is depend on CSA settings.

I filed, 20,00000 lakh in CSA, it was working. If you leave it blank, it become unlimited.

CA recommendation is very less, refer my yesterday link.

What you need to know about Jaspersoft

• Easy to get started
• Comes with Analytical Engine
• Most sort out functionalities like Email Report
• Locating Data is simplified
• Ability to Publish Jasper report as portlet.
• Comes with its own security and auditing services.

What is Jaspersoft?

• First ever tightly integrated advanced reporting solution with CA PPM
• Available from Clarity 14.2
• Offers true self service  and adhoc reporting 
• Utilizes data warehouse
• Offers mobile reporting. 
• Offers Web and Rest service to perform major option from client tool.
• Platform independent.
• Its java based system 
• You can fully customize the solution 
• It has forward compatibility 
• Clarity 14.3 using latest version of Jaspersoft 6.1

Rest Service Using Jaspersoft

The below are the sample Rest service and configuration in Dev environment.

Right now I have stopped looking at the solution on web service because, in the future road map of Jaspersoft Web service (soap) will be removed only supported Rest service.

You can also try below link directly and you can see the output. Ping me if in case asked any credentials and hope not.

https://www.dev.rep.clarity.test.com/reportservice/rest_v2/users

https://www.dev.rep.clarity.test.com/reportservice/rest_v2/roles

you can also access organization specific.

https://www.dev.rep.clarity.test.com/reportservice/rest_v2/organizations/organization_1/roles

https://www.dev.rep.clarity.test.com/reportservice/rest_v2/organizations/organization_1/users

Rest Service Using Jaspersoft

The below are the sample Rest service and configuration in Dev environment.

Right now I have stopped looking at the solution on web service because, in the future road map of Jaspersoft Web service (soap) will be removed only supported Rest service.

You can also try below link directly and you can see the output. Ping me if in case asked any credentials and hope not.

https://pww.dev.rep.clarity.test.com/reportservice/rest_v2/users

https://pww.dev.rep.clarity.test.com/reportservice/rest_v2/roles

you can also access organization specific.

https://pww.dev.rep.clarity.test.com/reportservice/rest_v2/organizations/organization_1/roles

https://pww.dev.rep.clarity.test.com/reportservice/rest_v2/organizations/organization_1/users

XML XOG issue for more 65 GB File and got time out issue

The below settings has been done in addition to session time out and the environment has load balancer too.


TCP timeout was set to 10 min on ARP and load balancers. This was increased to 30 min same as idle time out in clarity.

note: there is no issue without load balancer. 
Regards,
Bala

Financial Management Benefit

• Provides the ability to see planned and actual cost of projects
• Budget and forecasts are created and reviewed on a regular basis to be certain investment or services. 
• Budget also provide the information to make business to take critical decision and can identify which business will give more profitable. 
• Rate and Cost matrix will allow to manage market changes.
• Cost of the project is in target, under budget or over budget.

Project Manager Clarity Cadence

Clarity Cadence is the list of activity need to perform by certain role by daily, weekly, monthly, quarterly. In this case will take a example of project manager.

This will be used to make better data quality and faster result.

Project manager must perform following action: Use below area to customize according you role and activities.

• Organizer. 
• Save filter

Your return on your investment in Clarity starts with your Project Managers. You need 100% adoption, and you need to ensure that your Project Managers are committed to maintaining high quality data that will drive true business decisions.

What is the best way to engage Project Managers? Teach them how to get the most out of Clarity, and how Clarity can help them to do their jobs better. Show them Tips & Tricks that take the chore out of project management, and bring so

me Clarity into their jobs!

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Scheduling and Saving the filter in Jaspersoft report not working.

Issue : Scheduling and Saving the filter in Jaspersoft report not working.

We have done following in development and verified.

·         We have read only access now in acceptance to all the folder, instead we will provide Read & Write only for all the existing role to the folder level only. So that filter saving option and scheduling will work.

·         For the report source file, make it read only. So that no user will not edit the report.

nNote: In jaspersoft, you must assign the rights to parent folder as well. because it follows top down approach.

Folder -->A-->B-->C, if I assign read only for Resource manager role to C. it's still need to provide B and A as well in order see.

In my if assign c, automatically need to see B and A.

Do you have any option to automate assigning the resources to respective roles in Jaspersoft

Currently the access rights in PPM and translated to equivalent Jaspersoft user upon runnning the "Create and Update Japsersoft User Job". The job can be run manually or can be scheduled.  For Jaspersoft users who you create manually for studio usage purpose, you would have to assign the Japsersoft roles manually. There appears to be no other automated approach to this in the pipeline from CA.

Connect DWH data source rather than Niku DB for Jaspersoft report

Reporting directly from PPM DB has it pros and cons. Pros are in terms of getting real time data. And CONS if you run heavy reporting, then it is ideal run reports during peak hours only, since otherwise you will hit your Clarity database performance and it might slow down the regular PPM usability.

Hence using a separate DWH database can also be a big plus, as you get your data without slowing down your system.

When it comes to Jaspersoft : most reports use DWH database, which means they will retrieve the data that is in DWH, updated by the Load DWH job. You can run the job as often as you need to have the data updated: most of the reports return data that may be updated Daily with no impact on being real-time. And DWH DB is exclusive for reporting purposes.

If you need to get an actual real-time data from Clarity, with Jaspersoft, I would recommend you use real time Ad Hoc Views and Reports that provide that feature.

Reference:

https://docops.ca.com/ca-ppm/14-4/reference/jobs-reference#JobsReference-LoadDataWarehouse

 

b.            If we use Niku DB what we will miss in Jasper soft by comparing traditional Jasper soft report.

{CA Support}: The answer was basically provided above. Jaspersoft reports can be sourced from PPM and DWH datasources. The future plans are to completetly move the default reports to DWH. You may refer to Advanced reporting product guide for explanations on the default reports.

Reference:

http://www.ca.com/us/support/ca-support-online/product-content/recommended-reading/product-related-technical-information/ca-ppm-advanced-reporting-and-database-schema-index.aspx

You may review the pros and cons mentioned in 1A. Jaspersoft is the currently supported PPM reporting content, and it is getting a lot of liking from the larger PPM user community. So the sooner we adapt the better it is.

In summary, Jaspersoft is smaller and generally smarter: it requires less resources than Business Objects. What would be best for you will depend on what features you are going to be using.

If you have the bandwidth, you can also install both and see which one would be more convenient for your business. If not anything else, it can definitely help you with your decision, based on your exact situation.

Using Jasper Soft we will get the capability to run the reports in different ways. i.e. via the CA PPM BEAN Datasource and CA PPM DWH Bean Datasource. If your reporting needs are not strict to show real time data, then you can source your data of the CA PPM DWH BEAN Datasource. And for real time data you may use the CA PPM Bean Datasource. The default reports or in other words are based on these datasources. You may create custom domains combining the tables of your choice. 

Resource Xog preparation

·         Replace "" to "

·         Replace "

·         Replace

" to

·         Convert to XML in notepad++

·         Remove if there Is no value for terminationDate=""  (Reason: XOg will through error)

·         Remove if there is no value for hireDate="" (Reason: XOg will through error)

·         Top of the file include

o   http://www.w3.org/2001/XMLSchema-instance

" xsi:noNamespaceSchemaLocation="../xsd/nikuxog_resource.xsd">

o  

o  

·         Bottom of the file include

o  

o  

·         Include regular expression to search for hiredate to replace UAT date or production date.

Findwhat: hireDate=(............)                  

Replace: hireDate="2016-05-17"

·         Replace trackmode to clarity after upload of actuals

o   Findwhat:trackMode="Clarity"

o   Replace:trackMode="None"

·         Keep dummy email

o   Replace @ts.com to @ts_123.com

Remove : Primary role id, availability 

Department wrong will not work 

Location not linked with department will not work 

Manager id blank will work 

·         Replace & to &

User (Convert from XLS to XML)

·         Replace "" to "

·         Replace "

·         Replace

" to

·         Convert to XML in notepad++

·         Keep dummy email

o   Replace @philips.com to @philips_123.com

·         Top of the file include

o   http://www.w3.org/2001/XMLSchema-instance

" xsi:noNamespaceSchemaLocation="../xsd/nikuxog_user.xsd">

o  

o  

·         Bottom of the file include

o  

o  

Resource Allocation Calculation

) Resource X availability is 8 hrs per day.        

2) Resource X,  50% allocated for X Project,

    75% allocated for Y 

100% Allocated for Z Project.  

 

Allocated Hrs Per Day:                           

X project : 4 hrs day , Resource X Availability : 8 hrs per day   (also it will consider calendar and date of hire)

Y Project : 6 hrs day

Z project : 8 hrs day

Note : it could be for different period.

 % Allocation =

(allocated Hrs per Day for particular project)/Availability Hrs per day

 

(4/8)*100 = 50% 

 

(6/8)*100 = 75% 

 

(8/8)*100 = 100% 

Regards,

Bala

Application Portfolio Management Add-In In Clarity

Application Portfolio Management (APM) Add-In

CA PPM SaaS has Application and Portfolio Management (APM) capabilities that allow organizations to track and analyze their application portfolio. The application portfolio is an important portfolio to manage for the following reasons:

1. Organizations tend to accumulate applications over time (due to purchasing, mergers and acquisitions) and not all applications deliver value.
2. Certain applications may be redundant to each other, meaning that an organization has multiple applications that deliver the same capability.
3. Research tells us that organizations typically have a larger percentage of IT spend aligned to supporting these applications.
4. Organizations have limited budgets and are constrained with respect to funding innovation.

Benefits

The Application Portfolio Management (APM) add-in helps you manage your application portfolios. APM shares objectives that align with your existing project and portfolio management goals. This add-in helps you invest in people and allocate funds to their maximum value. Application rationalization and risk management help you reduce costs and deliver the most important services. 

Organizations that are interested in Application Portfolio Management are concerned with a few key questions:

• Which applications can we retire to save money?
• Which applications can we add to the portfolio?
• How can we better manage application risk?
• How are our projects performing on key applications?

Use APM to rank your applications based on mission criticality, risk, business value, and technical value. 

What Does the APM Add-In Include?

This add-in includes new CA PPM SaaS attributes, subobjects, portlets, and the following reports:

• Application Assessment Analysis: This report compares mission criticality with risk. Use this report to identify the high-risk critical applications and to determine which actions to take as a result. 
• KPIs by Application: This report lists applications, that are grouped by either manager, software category, or mission criticality. Use this report to view the key performance indicators of value score, technical score, and risk score with the number of users and the annual planned cost for each application.

Like other add-ins, APM is delivered as part of CA PPM SaaS. Your organization can decide whether to install and use this optional functionality.R

Clear Cache in Server Level to avoid clearing the Cache in Local machine

STEP 2: Clear the CA PPM Server cache.
a. Login to CA PPM application as an admin user 
b. Modify the URL field to: http:///niku/nu#action:security.caches
c. Click Caches tab, click FLUSH ALL button
d. Click Groups tab, click FLUSH ALL button 
e. Logout
f. Login and check if problem persists.


That's Correct, Its better to be doing via CSA/Server and if you use flush all from security.caches and user don't log out then he/she will be in the same server and it will be quicker

Extract Task Queries

select inv.code ""Project ID"",
inv.name ""Project Name"",
(select name from CMN_LOOKUPS_v where LOOKUP_CODE = odfp.z_process_type and LANGUAGE_CODE ='en' and rownum=1) ""Project Type"",
decode(inv.is_active,1,'Yes','No') ""Active"",
(select name from CMN_LOOKUPS_v where LOOKUP_CODE = odfp.Z_HIERARCHY and LANGUAGE_CODE ='en' and rownum=1) ""HIERARCHY Level"",
odfp.OBJ_METHODOLOGY ""Project Template"",
(select nbi.path from prj_obs_associations ass join nbi_dim_obs nbi on nbi.OBS_UNIT_ID = ass.UNIT_ID where nbi.OBS_TYPE_NAME like '1 Organi%' and ass.TABLE_NAME ='SRM_PROJECTS' and ass.RECORD_ID = inv.id) ""Organization OBS"",
(select nbi.path from prj_obs_associations ass join nbi_dim_obs nbi on nbi.OBS_UNIT_ID = ass.UNIT_ID where nbi.OBS_TYPE_ID = 5000001 and ass.TABLE_NAME ='SRM_PROJECTS' and ass.RECORD_ID = inv.id) ""Business Owner OBS"",
(select nbi.path from prj_obs_associations ass join nbi_dim_obs nbi on nbi.OBS_UNIT_ID = ass.UNIT_ID where nbi.OBS_TYPE_NAME like '3 Department%' and ass.TABLE_NAME ='SRM_PROJECTS' and ass.RECORD_ID = inv.id) ""Department OBS"",
(select nbi.path from prj_obs_associations ass join nbi_dim_obs nbi on nbi.OBS_UNIT_ID = ass.UNIT_ID where nbi.OBS_TYPE_NAME like '4 Location%' and ass.TABLE_NAME ='SRM_PROJECTS' and ass.RECORD_ID = inv.id) ""Location"",
tas.prexternalid ""Task ID"",
tas.prname ""Task Name"",
tas.prwbslevel ""Outline Level"",
decode(tas.prismilestone,1,'Yes','No') ""Milestone"",
decode(tas.priskey,1,'Yes','No') ""Key Task"",
decode(odf.z_labor,1,'Yes',2,'No','NULL') ""Is Labor""
from INV_INVESTMENTS inv left outer join prtask tas on inv.id = tas.PRPROJECTID
join odf_ca_project odfp on inv.id = odfp.id
join ODF_CA_TASK odf on odf.id = tas.prid
join inv_projects invp on invp.prid = inv.id
where invp.IS_TEMPLATE = 0
order by inv.code

Get Project Data using Clarity

select 
inv.code "Investment ID",
inv.name "Name",
inv.description "Description",
(
select cmn.last_name||', '||cmn.first_name || SRM.Unique_name from 
cmn_sec_users cmn
Join srm_resources  SRM
ON cmn.id=srm.user_id
where cmn.id=inv.manager_id
) 
"Manager Name",
(
select SRM.Unique_name from 
cmn_sec_users cmn
Join srm_resources  SRM
ON cmn.id=srm.user_id
where cmn.id=inv.manager_id
) 
"Manager ID",
inv.schedule_start "Start",
inv.schedule_finish "Finish",
odp.z_projectlink "Project Link",
decode(inv.is_open_for_te,1,'true','false') "Open for Time-Entry",
CASE odp.schedule_type 
       when 'st_projectmaster' 
       then 'Project' 
       when 'st_projectschedule' 
       then 'Project' 
       when 'ss_sub-schedule' 
       then 'Workpackage'
 else 'Program'
 END "Schedule Type",
CASE odp.z_project_type
        When 'z_sytem'
        then 'New Product Development and Launch (NPDL)'
        when 'z_subsystem'
        then 'New Product Development and Launch (NPDL)'
        when 'z_test'
        then 'Others'
        when 'z_component'
        then 'New Product Development and Launch (NPDL)'
        when 'z_lcm'
        then 'Product Lifecycle Maintenance (PRDM)'
        when 'z_advanced_development'
        then 'Advanced Development'
        when 'z_npra'
        then 'Non Project Related Activity (NPRA)'
        when 'z_maintenance'
        then 'Product Lifecycle Maintenance (PRDM)'
        when 'z_featureset'
        then 'Others'
        when 'z_competenceteam'
        then 'Others'
        when 'z_feasibility_study'
        then 'Exploration(EXPL)'
        else 'Not Applicable'
END "Project Type",
decode(inv.progress,0,'Not Started',1,'Started',2,'Completed') "Progress",
decode(inv.status_indicator,1,'Green',2,'Yellow',3,'Red') "Status Indicator",
decode(inv.track_assgn_only,0,'false',1,'true') "Prevent Unassigned Timesheet",
CASE odp.cto_category
        when 'cc_not_applicable'
        then 'Not Applicable'
        when 'cc_to_be_defined'
        then 'Not Applicable'
        when 'cc_breakthrough'
        then 'Not Applicable'
        when 'cc_growth'
        then 'Not Applicable'
        when 'cc_new_platform'
        then 'Not Applicable'
        when 'cc_evolutionary'
        then 'Not Applicable'
        when 'cc_life_cycle_management'
        then 'Sustaining Innovation'
        when 'cc_supporting_projects'
        then 'Not Applicable'
        when 'cc_sustaining_innovation'
        then 'Sustaining Innovation'
        when 'cc_game_changer'
        then 'Game Changer'
        when 'cc_adjacency_program'
        then 'Adjacency Program'
        when 'cc_eba'
        then 'Emerging Business Area'
        else 'Not Applicable'
END "CTO Category",
decode(inv.status,0,'Unapproved',1,'Approved',2,'On Hold',3,'Rejected',4,'Cancelled',5,'Resumed',6,'Submitted for Approval',7,'Incomplete',8,'Converted') "Status",
decode(pac.status,'O','Open','H','Hold','C','Closed') "Financial Status",
decode(odp.z_is_cap,0,'FALSE',1,'TRUE') "Capitalisable",
decode(inv.track_mode,0,'None',1,'Other',2,'Clarity') "Track Mode",
decode (inv.IS_ACTIVE,0,'In-Active',1,'Active') "Project Active",
nbi.path "GEO OBS",
Date "Extracted Date"
from inv_investments inv 
join odf_ca_project odp
on odp.id=inv.id
join pac_mnt_projects pac
on inv.id=pac.id 
Join srm_projects srm
on inv.id=srm.id
JOIN prj_obs_associations poa  ON srm.ID = poa.record_id
JOIN prj_obs_units_flat pouf ON poa.unit_id = pouf.unit_id
Join nbi_dim_obs nbi ON poa.unit_id=nbi.obs_unit_id
where 
poa.table_name = 'SRM_PROJECTS' AND NBI.OBS_TYPE_ID=5000009 and inv.code in
(
'2D Flow CVB31400')

Get Instance Rights of Resources in Clarity

SELECT DISTINCT srm.last_name "Last Name",
srm.first_name "First Name",
srm.unique_name "Resource ID",
srm.email "Email Address",
srm.user_id "Username",
a.right_id, g.right_type, g.description description, o.name right_type_name,
g.group_name right_name, g.group_code, g.is_automatic,
Date "Extract Date"
FROM 
cmn_sec_assgnd_obj_perm a, 
cmn_sec_groups_v g, 
odf_objects_v o,
SRM_RESOURCES srm,
cmn_sec_users cmn,
prj_obs_associations aso,
obs_units_flat_by_mode mde
WHERE 
a.principal_id = cmn.id
AND a.principal_type = 'USER'
AND a.right_id = g.id
AND g.right_type = o.right_code
AND g.language_code = 'en'
AND o.language_code = 'en'
AND g.is_active=1
AND cmn.id=srm.user_id
AND aso.record_id = srm.id
AND mde.linked_unit_id = aso.unit_id
AND mde.unit_mode ='OBS_UNIT_AND_CHILDREN'
AND mde.unit_id =5054143
AND aso.table_name ='SRM_RESOURCES'
AND srm.is_active='1'
ORDER BY right_name

Group Extract Query In Clarity

"SELECT srm.last_name ""Last Name"",
srm.first_name ""First Name"",
srm.unique_name ""Resource ID"",
srm.email ""Email Address"",
cmn.User_name ""UserName"",
CSG.Group_name,
Date "Extract Date"
FROM srm_resources srm
JOIN prj_resources prj
ON srm.id=prj.prid
JOIN odf_ca_resource odr
ON srm.id=odr.id
JOIN cmn_sec_users cmn
ON cmn.id=srm.user_id
JOIN CMN_SEC_USER_GROUPS CMG
ON cmn.id=CMG.user_id
Join CMN_SEC_GROUPS_V CSG
ON (CMG.GROUP_ID=CSG.id)
JOIN prj_obs_associations aso
ON aso.record_id = srm.id
JOIN obs_units_flat_by_mode mde
ON mde.linked_unit_id = aso.unit_id
WHERE mde.unit_mode ='OBS_UNIT_AND_CHILDREN'
AND mde.unit_id =5054143
AND aso.table_name ='SRM_RESOURCES'
and srm.is_active='1'
and CSG.LANGUAGE_CODE = 'en'"

Get Active Resources From Clarity

SELECT srm.last_name "Last Name",
srm.first_name "First Name",
srm.unique_name "Resource ID",
srm.email "Email Address",
(SELECT srm.last_name ||srm.first_name FROM srm_resources srm WHERE srm.id=
      prj.prprimaryroleid) "Primary Role",
DECODE(srm.person_type,300,'EMPLOYEE',301,'CONTRACTOR',5000580,'EXEMPT',
     5000581,'NON-EXEMPT',5000620,'TEMPORARY') "Employment Type",
SRM.DATE_OF_HIRE "Date of Hire",
srm.date_of_termination "Date of Termination",
PR.HOURS_PER_DAY  "Availability",
odr.contract_time_week "Contract Hours",
DECODE(prj.prtrackmode,0,'None',1,'Other',2,'Clarity') "Track Mode",
DECODE(prj.prisopen,0,'false','true') "Open for Time-entry",
(SELECT cmn.last_name ||', '||cmn.first_name FROM cmn_sec_users cmn WHERE
      cmn.id=srm.manager_id) "Manager Name",
(SELECT user_name FROM cmn_sec_users cmn WHERE cmn.id=srm.manager_id)
      "Manager Id",
DECODE(srm.is_active,1,'true','false') "Status",
DECODE(srm.is_external,1,'true','false') "External",
cmn.Timezone "Timezone",
(SELECT DECODE(prt.prname,'Normal Working Hours','Standard','Overtime') FROM prtypecode prt WHERE prt.prid=prj.prtypecodeid)
      "Input Type Code",
cmn.user_name "User Name",

odr.salary_number "Employee Number",
DECODE(odr.employee_charge_type,'ect_direct','Direct','ect_indirect','Indirect')  "Charge Type",
NBI.PATH HIERARCHICAL_OBS,
sysdate "Extract Date"

FROM srm_resources srm
JOIN prj_resources prj
ON srm.id=prj.prid
JOIN odf_ca_resource odr
ON srm.id=odr.id
JOIN cmn_sec_users cmn
ON cmn.id=srm.user_id
Join PRCALENDAR PR 
on prj.PRCALENDARID=PR.PRID
JOIN prj_obs_associations aso
ON aso.record_id = srm.id
Join prj_obs_units_flat pouf
ON aso.unit_id = pouf.unit_id
JOIN obs_units_flat_by_mode mde
ON mde.linked_unit_id = aso.unit_id
JOIN nbi_dim_obs nbi
ON aso.unit_id=nbi.obs_unit_id
WHERE mde.unit_mode ='OBS_UNIT_AND_CHILDREN'
AND mde.unit_id =5054143
AND aso.table_name ='SRM_RESOURCES' and NBI.OBS_TYPE_ID=5000009
and 
srm.is_active='1'

Query To Extract Team In Clarity

select 
inv.code "Investment ID",
inv.name "Name",
srm2.unique_name "Team Resource ID",
tem.team_uid "Team ID",
tem.prAvailStart "Avail Start",
tem.prAvailFinish "Avail Finish",  
decode(tem.prbooking,15,'Hard',10,'Mixed',5,'Soft') "Booking Status",
'0.00%' "Default Allocation",
decode(tem.prisopen,1,'false',0,'true') "Open for Time-entry",
(select srm.last_name from srm_resources srm where srm.id=tem.prroleid) "Project Role ID",
decode(tem.prresourceid,(select srm1.id from srm_resources srm1 where srm1.user_id=inv.manager_id),'Yes','No') "Is Project Manager"  ,
Sysdate "Extract Date"
from inv_investments inv join odf_ca_project odp
on odp.id=inv.id
join pac_mnt_projects pac
on inv.id=pac.id
join prj_obs_associations aso
on aso.record_id=inv.id
and aso.table_name='SRM_PROJECTS'
join prteam tem
on tem.prprojectid=inv.id
join srm_resources srm2
on SRM2.ID=tem.prresourceid
where 
Inv.code in
(

'Project1')

Happy Coding By Bala

Use this stored procedure to get the Auto number from Production

CALL CMN_AUTONUM_GET_NEXT_SP('project', 'unique_code', 'NIKU.ROOT', 'inv_investments', 'code', NULL, 5000000, :P_NEXT_ID)

How to find the template used for the project creation in CA Clarity PPM

Use the below query to find the template used during project creation. 

select object_id project_id,src_object_id template_id
from ODF_OBJECT_COPY_FLAT
where object_code='project'

Happy coding.

Bala

Clarity 14.2 User Sessions

Hi All,

In clarity 14.2,  The new feature called "User Session" which will help to identify last login details, how many users are active/inactive, and how many users not login into the system. Also good thing you can also export in clarity itself user information.

The below tab's are available in the option

1. Landing Page [Select Tab]
2. User Lost Login Date
3. User Session MM:SS
4. User Status Report
5. User Login Ageing Group.
6. User Login Ageing Details


Happy Configuration.
Bala

Clarity 12.1.3 to 14.3 Data Migration (Not Upgrade)

I have extensive experience to move the data from Older version of Clarity to Newer version of Clarity.

Please Connect me  if you need any input : balas2007@hotmail.com

Regards,
Bala

Clarity 14.2 Studio Content Management

Hi All,
I have explored the new functionality of Clarity 14.2, which is Studio Content Management.
Its one of the most incredible improvement for the deployment, which makes faster and bringing accuracy in the deployment. This helps to move between different environment like (Dev, Test, Acceptance and Production).

Let's explore along with me step by step:

They are two section in the Clarity Studio as part of content management system.

1. Content Add-ins
2. Content Package.

1. Content Add-ins.

This the feature which will upload the created packages in to different environment.

This feature basically will upload only Jar File (Package always Jar file).

After clicking add-in and you can see option called "Upload Content Package". Which will help to upload changes from one system to another system.

After clicking the "Upload  Content Package", You can upload the Package which created as part of "Content Package option".






Now lets explore how to create package and to move one environment to another environment.
Click using the mentioned steps, Administrator-->Studio-->Content Packages (Find the screen shot).

They are three tabs during creation of Package.. 

1. Properties
2. Details
3. Processes

1. Properties
The properties tab contains three section which are
    1. General
                  - Content Package Name
                  - Content Package ID
                  - Description
                  - Status
                  - Version

2.Content Package Files
               -  Package
               - Extracted Language File
               - Translated Language File


3. Content Provided Details
              - Contact Name
              - Email Address
              - Contact Phone Number

2. Details

The above attached image screen shot of Details tab, This is page which we need include new created configuration.
The below can be included in the Packages.
1. Queries
2.Portlet
3.Pages
4.Objects
5.Look up's
6.Views
7. Processes
8. Resource/Roles

Note: The important feature is and can be included resource and role part of package from one environment to another environment. This feature made use easy to avoid XOG for moving to  production environment.
Once you include and there is a button called "Package" .


3, Processes
Once clicked the "Package" button in the detail tab, immediately process will be executed to make Package file (JAR) in Process Tab.

Process Name: Content Package.

Happy Configuration
Bala

Clarity 14.2 Jasper Soft Settings

Step 1:
1.Go to Administrator --> System Options --> Refer Section "Data warehouse options".


1.Select Language
2.Select Entity

Step 2:

In order to access Jaspersoft Pages provide following access.

1. Advanced Reporting - Adhoc Create
2. Advanced Reporting - Administrator
3. Advanced Reporting - Domain Create
4. Advanced Reporting - Datawarehouse create
5. Advanced Reporting - Report Create
6. Advanced Reporting - Dashboard create
7. Advance Reporting - Navigate

Step 3
After providing the access, you can additional link called "Advanced Reporting". Please refer the below image.

Happy Configuration
Bala