Release Notes (On Demand)

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The CA PPM 14.2 On Demand (SaaS) Release Notes include new features, enhanced features, compatibilities (formerly, PAS), patches, known issues, and resolved defects. This information helps you plan for this release.
 
 
2
 
 
New Features
Advanced Reporting and Data Warehouse
Advanced Reporting allows you to create an ad hoc view of 
Clarity Project and Portfolio Management (PPM)
 data that you can save as a report and share using different formats. You configure each ad hoc view and its corresponding report by selecting the data that you want to include. You can run a report immediately, or you can set up a schedule. In either case, you control the output method and format.
The 
Clarity Project and Portfolio Management (PPM)
 Data Warehouse is the main data source for Advanced Reporting. The Data Warehouse schema is optimized specifically for reporting. The schema includes the Investment, Resource, Portfolio, Timesheet, and Project data. The Data Warehouse is populated at scheduled intervals by jobs that load the relevant data from the 
Clarity Project and Portfolio Management (PPM)
 database to the Data Warehouse. The Data Warehouse can be extended to include custom objects and attributes.
 
Clarity Project and Portfolio Management (PPM)
 provides a set of domains that contain the most frequently used data. When you create an ad hoc view, you select from a list of the available domains. A domain provides a business view of the 
Clarity Project and Portfolio Management (PPM)
 Data Warehouse. A domain limits your access to data based on your security permissions. For example, if a user is permitted to access specific projects and resources in 
Clarity Project and Portfolio Management (PPM)
, that user can access the same projects and resources in the Advanced Reporting domains. If you add custom objects or attributes to the product, these custom objects and attributes can also be included in the domains.
 To view the data that is included in the domains, you must have the PMO Accelerator add-in with Jaspersoft Content installed. For more information, see 
PMO Accelerator
.
You create ad hoc views in the form of charts, tables, and cross tabs that let you analyze data from the domains. You can also use the ad hoc views to generate reports, which you can share, store, or display in the following ways:
  • Single standalone report
  • Word, PDF, Excel, PowerPoint document, or other formats
  • Email attachment
 Advanced Reporting uses the JasperReports Server (which is integrated with 
Clarity Project and Portfolio Management (PPM)
) to manage ad hoc views and reports. For information about the JasperReports Server, see the Jaspersoft Community website.
For information about installing, configuring, and using Advanced Reporting and the Data Warehouse, see 
Installing and Upgrading
Administrating
, and 
Getting Started
.
Microsoft Project Field Mapping Administration
You can map only the existing 
Clarity Project and Portfolio Management (PPM)
 attributes that have not been mapped and custom attributes of the Assignment, Project, Resource, Task, and Team objects with the Microsoft Project fields. The attributes must be of the following data types:
  • Boolean
  • Date
  • Lookup String
  • Number
  • String
To map the fields, open Administration, and from Project Management, click MSP Field Mappings. You must have the administrator rights to view this page. You can only import, export, or import and export data to and from 
Clarity Project and Portfolio Management (PPM)
 to Microsoft Project.
The following business rules apply when you map the fields:
  • If an Object Type and Clarity Attribute ID mapping already exist, the Create or Update operation results in an error.
  • If an Object Type and MSP Field Name already exist, the Create or Update operation results in an error.
  • For out-of-the-box mappings with the Clarity Attribute ID set to prUID, the Create or Update operation results in an error.
  • For mappings with Clarity Attribute ID set to prUID, you can modify only the MSP Field Name for an update operation. For example, you can change the mapping of UID from text3 to text4.
Enhanced Features
Documentation
The following 
Clarity Project and Portfolio Management (PPM)
 documentation improvements are available with this release:
  •  
    Advanced Reporting. 
    A new 
    Clarity Project and Portfolio Management (PPM)
     page, 
    CA PPM Advanced Reporting and Database Schema Index,
     is added to CA Support Online. The link for the page is located under Popular Links on the 
    Clarity Project and Portfolio Management (PPM)
     Product Page. This page contains links for technical information about 
    Clarity Project and Portfolio Management (PPM)
    , the Data Warehouse, Jaspersoft, and PMO Accelerator.  To see this page, click this link:
    CA PPM Advanced Reporting and Database Schema Index.
    The new page contains the following documentation links:
    •  
      Clarity Project and Portfolio Management (PPM)
       Database Schema
     In previous releases, this information was included in the 
    Technical Reference Guide
    . The information has been removed from that guide, and a link to the support site has been included where the information was previously.
  •  
    Studio Development.
     The last step for creating a custom object was updated to reflect your ability to edit the default menu link to the list page. Previous documentation suggested only that you create a new menu link to the custom object list page. A sample screen image was added to demonstrate the appearance of chart portlet data that is grouped by column or function.
  •  
    Financial Management.
     The equations and descriptions in the 
    Financial Metrics Used for Planning
     topic were reviewed and improved.
  •  
    Resource Management.
     The calculation for the default allocation percentage has been improved. Although it does not directly change the steps to perform staffing tasks, resource managers can benefit from more accurate results. See 
    Resource Average Allocation Percentage
    .
  •  
    Access Rights Reference
    . To help improve how you find content, all access rights are now only documented in 
    Access Rights Reference
    .
Microsoft Project Enhancements
 
Microsoft Project 2013 Service Pack 1 Support
 
Microsoft Project 2013 Service Pack 1 is supported only for the new 
Clarity Project and Portfolio Management (PPM)
 Microsoft Project driver and not the legacy driver.
 
Auto-Numbering and Project IDs
 
If auto-numbering is set for the Project object, auto-numbering is enforced on creating and saving a project to CA Clarity PPM. The Project ID field in Microsoft Project becomes read-only.
 
Assignment Max % Load for the Fixed Unit Tasks
 
When you open or export a project from Microsoft Project, use the 
MSP Assignment Units Mapping with Clarity Assignment ‘Max % Load'
 option to turn on or off the mapping of Max % Load. When this option is selected, the Microsoft Project unit is mapped based on the Max % Load value in CA Clarity PPM. When this option is cleared, the staff allocation rate that is based on the date the project is opened in Microsoft Project is used to map.
To set this option, open Administration, and from Project Management, click Settings.
When you save or import a project to CA Clarity PPM, the 
MSP Assignment Units Mapping with Clarity Assignment ‘Max % Load'
 value is always written to Max % Load regardless of this setting.
Portfolio Enhancements
 
Limit on the Portfolio Investments
 
Starting with this release, there is no limit on the number of investments you can have in a portfolio. As a result, you can now define portfolios with a large number of investments. CA Technologies recommends you to define Content Power Filter Criteria that results in a manageable number of investments in each portfolio.
 The more investments you configure in a portfolio, the more time it takes to run the 
Portfolio Synchronization
 job and to calculate the totals in the waterline view.
 
Pending Edits for Waterlines
 
The changes that you make to the portfolio Waterlines view are now saved as pending edits. These edits are saved temporarily until you save them permanently or discard them. If you navigate away from the view or if you close the session, your pending edits are saved until you log back in. When you go back to the view, you can still save or discard your pending edits.
 
Discard Changes 
 
This is a new button on the Waterlines view that allows you to discard your pending edits if you decide not to save the edits permanently. The button is enabled when there are pending edits on the view.
 
Improved Waterline View Navigation
 
You can now scroll infinitely in both directions of the Waterlines view to see the complete list of investments. There is no pagination as the list of investments is continuously refreshed by a buffered view. At a time 150 investments display on the view.
 
Enhanced Waterline Drag and Drop
 
When you drag and drop investments to a new location on the Waterlines view, a tool tip appears showing the drop target and the number of rows that are selected with a green check mark icon. If you have already reached the top or bottom of the list, the icon changes to a red circle with a line.
 
Change to the Synchronize Portfolio Investments Job
 
Starting this release, when the number of portfolio investments added between runs of the 
Synchronize Portfolio Investments
 job is equal to or greater than 1,000, an alert appears. The alert breaks down the number of investments by type and asks if you want to continue with the synchronization.
The alert appears only when the threshold of 1,000 added portfolio investments is reached. The alert can be triggered when the Sync Now button initiates the job.
 
Synchronization Required after Adding Roles
 
When you add roles to a portfolio on the Targets page, you must click Sync Now to see the latest aggregated and individual role values on the Waterlines view. If you do not synchronize the portfolio after adding roles, an alert appears on the Waterlines view.
Resource Average Allocation Percentage
The business logic behind the calculation of the default resource allocation percentage has been improved. The application uses the start and finish dates for the team member instead of the investment to calculate the average allocation percentage and total availability hours.
 This change can affect your custom metrics and other calculations.
To illustrate the enhancements, create a project with a six-week duration from August 5 to September 13 and staff it with a team of three resources.
  1. On the Team list for the first resource, change the finish date to August 17 (two weeks, 80 hours) and the Default Allocation to 50percent. The allocation is 40/80 or 50 percent as expected.
  2. For the second resource, change the finish date to August 17 (two weeks, 80 hours) and the Default Allocation to 50 percent. Add a segment from August 18 to 30 (two weeks, 80 hours) at an allocation of 100 percent.
    • Before this release, the application calculated allocation of 120 (40 + 80) and suggested an average allocation percentage for a resource that spans the complete project duration. In other words, the allocation percentage would apply 50 percent to 240, the total hours in the duration of the project (6 weeks x 40 hours = 240).
    • Starting with this release, the application calculates the allocation of 120 hours but yields a more accurate average allocation of 75 percent. The duration is just four weeks for the resource, not six. Their 120 hours divided by 160 total hours results in an average allocation of 75 percent.
  3. For the third resource, change the finish date to August 17 (two weeks, 80 hours) and the Default Allocation to 50 percent. Adjust this segment by specifying an allocation of 100 percent from August 5 to 17.
    • Before this release, the application would calculate an allocation of 40 hours for the two weeks, but an average allocation of 16.7 percent (40/240).
    • New in this release, the application calculates the same allocation of 40 hours but yields an average allocation of 50 percent (40/80).
Updates to Non Project Investment Objects (NPIOs)
The following updates were made to NPIOs (Programs, Applications, Assets, Products, and Other Work):
  •  
    Enhanced functionality of the 
    Update Earned Value Totals 
    job
    The 
    Earned Value Totals
     job is renamed to 
    Update Earned Value and Cost Totals 
    to reflect added functionality. This job calculates the earned value and costs for projects and costs for NPIOs. The project or the NPIO can be selected using the Investment browse field on the Job Properties page.
  •  
    New Object Action on the Investment Staff pages
    The new object action Update Cost Totals is available on all project and NPIO Staff list and detail pages. This object action calculates the allocation and hard allocation costs. These costs can also be selected on custom portlets that are based on the Team data provider. The Staff list and details pages also display the allocation cost and hard allocation cost.
  •  
    Time Slice Changes
    The following time slices are added or renamed to reflect the new functionality:
    •  
      Added:
      Assignment::ETC Cost
    •  
      Renamed:
      Assignment::Actual Cost (previously Assignment::Actual Cost Curve)
      Team::Allocation Cost (previously Team::Allocation Cost Curve)
      Team::Hard Allocation Cost (previously Team::Hard Allocation Cost Curve)
Internet Explorer–Discontinued Browser Version Support
Microsoft recently made a significant change in its Internet Explorer support policy. Effective January 12, 2016, only the most current version of Internet Explorer available for a supported operating system will receive technical support and security updates. Support for Internet Explorer versions 8, 9, and 10 is being retired. This change results in potential impacts to customers who are running 
Clarity Project and Portfolio Management (PPM)
 Releases 13.3 or 14.2 and to customers who plan to upgrade to 
Clarity Project and Portfolio Management (PPM)
 Release 14.3.
For complete details, see the Discontinued Browser Support announcement on the 
Clarity Project and Portfolio Management (PPM)
 product support page.
Compatibilities
Clients
The following table lists the supported software for client computers accessing 
Clarity Project and Portfolio Management (PPM)
.
 
 
Microsoft Windows
 
 
Apple Mac OS
 
 
Desktop Linux
 
 
Operating System
 
Microsoft Windows 7 Service Pack 1 32-bit and 64-bit, all editions
Microsoft Windows 8.1 32-bit and 64-bit
Mac OS X: Release 10.9.1 or higher patch level
Any vendor or version with support for browsers listed under the Web Browser section.
 
Web Browser
 
Microsoft Internet Explorer 10.0 and 11.0 and higher patch level (Microsoft Windows 7 and 8.1)
Microsoft Internet Explorer 9.0 and higher patch level
Microsoft Internet Explorer 8.0 and higher patch level3)
Firefox 30.0 and higher release2)
Firefox ESR 24.2.0 and higher patch level2) 
Google Chrome 35 or higher release2)
Safari 7.0 and higher patch level
Firefox 30 and higher release2)
Firefox 30 and higher release2) 
 
Client Applications
1)
Microsoft Excel 2010-2013 32-bit & 64-bit, all editions
Microsoft PowerPoint 2010-2013 32-bit & 64-bit, all editions
Microsoft Project 2010 SP2, 2013, and 2013 Service Pack 1 32-bit & 64-bit, all editions8)
Java 7 Runtime Environment: 1.7 update 45 or higher update level4)
Adobe Flash Player 11.9 or higher5)
Adobe Acrobat Reader 7.0 or higher6)
CA Open Workbench 2.1.2
Crystal Reports 2008 Designer Client SP57)
Jaspersoft Studio 5.6.17)
Microsoft Office Excel 2011
Adobe Flash Player 11 or higher5)
Mac OS Preview PDF viewer6)
 
No Microsoft Project support
 
 
No CA Open Workbench support
 
 
No Crystal Reports Designer support
 
Adobe Acrobat Reader 7.0 or higher6)
Adobe Flash Player 11 or higher5)
 
No Excel Export support
 
 
No Microsoft Project support
 
 
No CA Open Workbench support
 
 
No Crystal Reports Designer support
 
 
Third-party SOAP 
Integration Toolkits
 
Microsoft Visual Studio 2013 (.NET Framework 4.5.1)
Apache AXIS 1.6
Apache AXIS 1.6
Apache AXIS 1.6
1)Using multiple versions of third-party software concurrently is not supported as it can cause out-of-sync and compatibility issues. CA Technologies supports only versions of third-party software that the vendor supports.
2)New Firefox and Chrome releases may be supported with minimal testing after being released. Google Chrome versions 29 and 30 have known issues with 
Clarity Project and Portfolio Management (PPM)
 and it is recommended to use version 32 or higher.
3)Support for IE 8.0 and 9.0 will be dropped in the release after 
Clarity Project and Portfolio Management (PPM)
 Release 14.2. With IE 11, the browser is automatically set to run in IE 10 compatibility mode for the 
Clarity Project and Portfolio Management (PPM)
 session.
4)Required for Open Workbench, 
Clarity Project and Portfolio Management (PPM)
 Microsoft Project interface, and XOG Client.
5)For viewing Xcelsius dashboards.
6)For reading 
Clarity Project and Portfolio Management (PPM)
 installation guides, technical manuals, user guides, and offline reports.
7)Required only for custom report development.
8)Microsoft Project 2013 Service Pack 1 will only be supported for the new 
Clarity Project and Portfolio Management (PPM)
 MSP driver. Updated patch information is also available from CA Support.
Clarity Mobile Time Manager
The following table lists the mobile operating system platforms that are supported for the Clarity Mobile Time Manager app.
 
 
iOS
 
 
Android
 
 
Mobile Operating System
 
Apple iOS 7.0 or higher
Google Android OS 4.0 or higher
Add-ins Compatibilities
Here is important information about upgrading installed add-ins, accelerators, and connectors.
  • If you are upgrading from a 13.x or 14.1 release to this release, the following add-ins are upgraded, if deployed:
    • PMO Accelerator
    • Clarity Solution Pack (CSP)
    • Clarity Agile
    • Connector for Microsoft SharePoint
  • If you are upgrading from any version before Version 13.0 to this release, all installed add-ins are upgraded.
The following table shows the accelerator and connector releases that are installed with Release 14.2.
 
Accelerator or Connector
 
 
Upgraded Version
 
PMO Accelerator
14.2.0
Clarity Solution Pack (CSP)
14.2.0
Earned Value Manager
2.0.2
Accelerator for PRINCE2
2.0.2
Accelerator for the PMBOK
2.0.2
Accelerator for New Product Development
2.0.3
BRM Accelerator
3.0.2
Connector for CA Unicenter Service Desk & CA Software Change Manager™ for Distributed
2.0.1
Connector for Microsoft SharePoint
3.0.0
Service Connect
2.0.0
Catalyst Connector
2.5.0
CA Clarity Agile
14.1.0
Integration Adaptor
14.1.0
VersionOne Connector
14.1.0
Patches and Solutions (Published Fixes)
We recommend that you review the Solutions and Patches that Technical Support provides on the Download Center Page of CA Support Online. You can review the solutions and patches and any prerequisite published fixes that are required for your product release.
 The latest Cumulative Patches for 
Clarity Project and Portfolio Management (PPM)
 and Jaspersoft are available on our CA PPM 14.2 and Jaspersoft Patches page. You can find the patch highlights, a link to the patch announcement, a link to the Readme, and a link to download the patch.
Java Runtime Environment Defects
The Java Runtime Environment (JRE) is updated frequently with fixes for security issues, including issues that are unknown at the time 
Clarity Project and Portfolio Management (PPM)
 is released. To ensure that you have the latest fixes, we recommend that you download the most recent version 7 JDK.
International Support
An internationalized product is an English product that operates correctly on local language versions of the required operating system and required third-party products, and supports local language data for input and output. Internationalized products also support the ability to specify local language conventions for date, time, currency, and number formats.
A translated product (sometimes referred to as a localized product) is an internationalized product that includes local language support for the user interface of the product, online help and other documentation, and local language default settings for date, time, currency, and number formats.
The product is fully localized and supports over 100 regional settings for date, time, and number formatting. The user interface is available in the following languages:
Brazilian Portuguese
Italian
Catalan
Japanese
Czech
Norwegian
Danish
Polish
Dutch
Russian
English
Simplified Chinese
Finnish
Spanish
French
Swedish
German
Traditional Chinese
Hungarian
Turkish
Localized versions of some 
Clarity Project and Portfolio Management (PPM)
 Online Help files and content are available within 90 days of the product general availability.
Training
CA Education offers many training solutions for 
Clarity Project and Portfolio Management (PPM)
. One important course you may consider explains the CA Productivity Accelerator (CA PA). To learn more about the training offerings, see the CA Education website at http://ca.com/education.
Accessibility
CA Technologies is committed to ensuring all customers can successfully use its products and supporting documentation to accomplish business tasks. 
Clarity Project and Portfolio Management (PPM)
 provides standard user assistance features. The software also inherits the accessibility features of the operating system, browser, and device that you are using. To learn more, see 
Product Accessibility Features
 under 
Using
.