Integrate CA PPM with CA Agile Central

Use the Agile add-in to integrate cappm with rally agile development software. The integration allows an organization to maintain the operational activity in rally and use cappm to focus on project status.
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Use the Agile add-in to integrate
Clarity PPM
 with
CA Agile Central
 agile development software. The integration allows an organization to maintain the operational activity in
CA Agile Central
 and use 
Clarity PPM
 to focus on project status.
2
Integration Components
The following integration components allow 
Clarity PPM
projects and tasks to synchronize with
CA Agile Central
portfolio Items.
  • A synchronization job that runs in the background to synchronize
    Clarity PPM
     projects with
    CA Agile Central
    .
  • Agile Summary project properties that link the
    Clarity PPM
     project with
    CA Agile Central
    .
  • Agile Summary task properties that link the
    Clarity PPM
     task with
    CA Agile Central
    .
  • An integration subpage for 
    CA Agile Central
    that allows you to configure integration options.
  • Embedded
    Clarity PPM
    Timesheet portlet in
    CA Agile Central
Integration Benefits
The project manager can answer the following questions for a release:
  • Has it been approved as part of the portfolio governance process?
  • How much is the cost?
  • Are we on track?
  • What gets delivered?
At the enterprise level, the integration provides the following benefits:
  • Portfolio visibility for business stakeholders so they are aware of investment benefits and delivery
  • Elimination of redundancy by seamlessly managing project artifacts between
    Clarity PPM
     and 
    CA Agile Central
  • Project status information and visibility so budget, resource requirements, and deliverable status are available in
    Clarity PPM
You can integrate 
Clarity PPM
 projects with
CA Agile Central
initiatives and features (also known as portfolio items). An initiative can cross multiple features and releases, has a start and end date, and rolls up work beneath it. You can define features under the initiatives and can associate them with releases. You can synchronize agile PPM projects with
CA Agile Central
in the following directions:
CA Agile Central
to
Clarity PPM
  • The project manager links agile
    Clarity PPM
     projects to corresponding agile systems. Each agile system is an integration configuration to
    CA Agile Central
    .
  • Clarity PPM
    projects are created as initiatives in
    CA Agile Central
    .
  • Features under the 
    CA Agile Central
    initiatives are created as corresponding tasks under the linked
    Clarity PPM
     projects. 
  • The project manager has access to status information imported from the 
    CA Agile Central
    portfolio items into the corresponding
    Clarity PPM
     project and tasks.
In this integration direction, the mapping of the CA Agile Central portfolio items to CA PPM projects does
not
have to be contiguous to the portfolio items mapped to CA PPM tasks.
For example, if your portfolio item hierarchy in CA Agile Central includes initiatives, epics, and features, then you can map the items as follows:
  • CA Agile Central initiatives to CA PPM projects
  • CA Agile Central features to CA PPM tasks
In this example, you can skip mapping anything to the epic level portfolio item in CA Agile Central.
Clarity PPM
to
CA Agile Central
  • The project manager links agile
    Clarity PPM
    projects to corresponding agile systems. Each agile system is configured as an integration to 
    CA Agile Central
    .
  • Clarity PPM
    projects are created as initiatives in
    CA Agile Central
    .
  • Selected tasks under the linked
    Clarity PPM
    projects are created as corresponding features under the 
    CA Agile Central
    initiatives.
  • The project manager has access to status information imported from the
    CA Agile Central
    portfolio items into the corresponding 
    Clarity PPM
    project and tasks.
Bidirectional
  • The project manager links agile
    Clarity PPM
     projects to corresponding agile systems. Each agile system is an integration configuration to
    CA Agile Central
    .
  • Clarity PPM
    projects are created as initiatives in
    CA Agile Central
    .
  • Features under the 
    CA Agile Central
    initiatives are created as corresponding tasks under the linked
    Clarity PPM
     projects.
  • Selected tasks under the linked
    Clarity PPM
    projects are created as corresponding features under the 
    CA Agile Central
    initiatives.
  • The project manager has access to status information imported from the 
    CA Agile Central
    portfolio items into the corresponding
    Clarity PPM
     project and tasks.
Example: Integrate an Agile Project in 
Clarity PPM
with 
CA Agile Central
A product development team uses 
Clarity PPM
 and a separate tool to track their software development projects. As more teams embrace agile methodologies, project management receives limited insight into team effort. Visibility is suffering both at the program and portfolio levels. Entering time twice in two different systems is leaving developers frustrated. Leadership at the portfolio level finds it difficult to track the business value of these agile projects.
Management decides to integrate their 
Clarity PPM
 projects with 
CA Agile Central
portfolio items. Project managers can now manage and track all agile projects as initiatives in
CA Agile Central
. The scrum teams can create features, user stories, and tasks to define their work for the initiatives. The 
CA Agile Central
initiative and feature status details are synchronized back to
Clarity PPM
 as project and task agile summaries.  
Configure the 
CA Agile Central
Integration
 Project data is integrated between the two systems based on the following setup:  
  • Integration object and its attributes that are defined to create the connection with
    CA Agile Central
    .
  • An agile integration owner with access to projects, resources, and API.
  • Project level settings for synchronization.
  • A background job that runs to synchronize project data. 
As an 
Clarity PPM
 administrator, complete the following high-level steps to connect the product with
CA Agile Central
Verify the Prerequisites
To integrate with
CA Agile Central
, verify that you have completed the following requirements:
  • The compatible version of the Agile add-in is installed on your product instance. Installing the add-in allows you to save the integration information and populate default integration values. See the 
    Add-In Compatibilities
    section in the Release Notes for more information
    .
  • The Agile add-in content is installed. Navigate to the Items tab for the Agile add-in under Administration, Content Add-Ins and verify that all the listed items display the
     
    Installed
     
    status.
  • The REST API Status is Enabled on your system so the Synchronize Agile Central job can run. Navigate to the Administration, General Settings, System Options page to verify the REST API status. The background job uses the REST API to synchronize data between the systems.  
  • An active
    Clarity PPM
     user is identified as the Agile Integration Owner. This user needs the appropriate access rights to update the projects and tasks that are accessed using the integration.
 On-Premise customers can see Add-Ins and Integrations to learn how to install the Agile add-in. SaaS customers must create a support ticket to request the Agile add-in to be installed. During the Agile add-in installation, attributes are created in the Project and Task objects. The new attributes are protected and you cannot add, modify, or delete them from the data warehouse.
Define the Integration Attributes
As a 
Clarity PPM
 administrator, configure the integration attributes available with the Agile add-in to create the connection with
CA Agile Central
. Define the information necessary for the integrated systems to work together. Also, capture the default integration information that is needed for transferring data.
CA Agile Central
allows you to configure up to five levels of portfolio items in the portfolio hierarchy. The lowest level is P1 and the highest level is P5. As per the default configuration, you can map to a maximum of two portfolio items at any hierarchy level. For example, you can map to feature at the P1 level and initiative at the P2 level. In
Clarity PPM
, the P1 level item is mapped to a task and the P2 level item is mapped to a project.
The documentation reflects a 
CA Agile Central
portfolio hierarchy that is available and supported by default.
 
Follow these steps
:
  1. Click
    Administration
    ,
    General Settings
    ,
    Integrations
    .
  2. Click
    New
    .
  3. Complete the integration configuration fields:
    • Integration URL
      Defines the URL for the integration instance (for example, the 
      CA Agile Central
      instance URL). To determine what URL to use when connecting to
      CA Agile Central
      from behind a firewall, refer to the Agile Central documentation for alternate URLs and associated IP addresses.
    • Integration Instance
      Defines the integration instance to connect to such as a 
      CA Agile Central
      workspace ID. See Obtain Workspace, Owner, and Project ID in CA Agile Central for details.
      The Integration Instance field requires a value to create a successful integration with
      CA Agile Central
      . The Synchronize Agile Central job uses the value in this field to synchronize
      Clarity PPM
      projects with 
      CA Agile Central
      portfolio items. The job fails if a value is missing from the field.
    • Referrer URL
      Defines the identity provider URL for use by the
      Clarity PPM
      timesheet integration with
      CA Agile Central
      . The value in this field is used only if you are not using the same URL as the
      Integration URL
      field. See Configure SSO for CA PPM Timesheet Integration with CA Agile Central.
    • Authentication Type
      • Basic
        Select this authentication method to integrate with 
        CA Agile Central
        On Premise. Provide a username and password to use for authentication. When using this authentication type, you do not need to specify an API key.
      • API Key
        Select this authentication method to integrate with 
        CA Agile Central
        On Demand. Provide the 
        CA Agile Central
        API Key that maps to the 
        Clarity PPM
         integration record. To obtain this key, follow the directions in this KB article. The article explains how to access the 
        CA Agile Central
        Application Manager and create the 
        CA Agile Central
        API Key. We recommend that you create a unique  
        CA Agile Central
        API Key for each Integration record in 
        Clarity PPM
        . The 
        CA Agile Central
        API Key is associated with a  
        CA Agile Central
         user that has the required privileges to update the
        CA Agile Central
         workspace. Whenever you synchronize information from 
        Clarity PPM
         to
        CA Agile Central
        , the updates appear for the
        CA Agile Central
         user that is associated with the
        CA Agile Central
         API Key. A username and password are not needed when using this authentication type.
  4. (Optional) To connect to
    CA Agile Central
    using a proxy server in an on-premise environment, specify the following proxy server information. If you are accessing 
    CA Agile Central
    through a non-authenticated proxy, provide the proxy server and port details only. If you are accessing
    CA Agile Central
    through an authenticated proxy, also provide the proxy username and password. After defining the proxy server information, restart the
    Clarity PPM
    app and bg services.
    • Proxy Server
      Defines the name of the proxy server. Provide the full URL starting with http or https.
    • Proxy Port
      Defines the port for the proxy server.
    • Proxy User Name
      Defines the user name for connecting to the proxy server.
    • Proxy Password
      Defines the password for connecting to the proxy server.If you do not have the proxy server information, contact your network administrator. If the connection to 
      CA Agile Central
      is unsuccessful, review the proxy server logs to make sure the IP address is allowed.
  5. Click
    Save
    A new Agile Central tab appears next to General. The new tab appears only if the Agile add-in is installed.
  6. Click
    Agile Central
    and define the policy details and the default project and task information for
    CA Agile Central
    . The following fields require explanation:
    • Portfolio Item Type Map (Project)
      Defines the
      CA Agile Central
      portfolio item type to which the
      Clarity PPM
       project maps to (for example, Initiative). You can map a
      Clarity PPM
       project to any level of the portfolio Items in the
      CA Agile Central
       portfolio hierarchy except the P1 level. We recommend that you do not change the value for this field after the initial synchronization. Changing this value can break the connection with
      CA Agile Central
      .
    • Portfolio Item Type Map (Task)
      Defines the 
      CA Agile Central
      portfolio item type to which the 
      Clarity PPM
      task maps to (for example, feature). The portfolio item type must be at a lower hierarchy level. For the following integration directions, the portfolio item type has to be contiguous to the portfolio item type that you defined for the Portfolio Item Type Map (Project) field:
      • PPM to AC
      • Bidirectional 
      For the AC to PPM integration direction, the portfolio item type
      does not
      have to be contiguous to the portfolio item type that you defined for the Portfolio Item Type Map (Project) field.
      We recommend that you do not change the value for this field after the initial synchronization. Changing this value can break the connection with
      CA Agile Central
      .
      If the value for the Portfolio Item Type Map for both project and task is the same, then only one task is created in
      Clarity PPM
      . The task has the same name as the project and all the details from 
      CA Agile Central
      are rolled up to that task during synchronization.
    • Create and Sync Team
      Specifies whether to synchronize the
      Clarity PPM
      project team with the users assigned to
      CA Agile Central
      portfolio items. By default, the option is selected and team members are synchronized whenever the synchronization job runs
    • Create and Sync Tasks
      Specifies whether to synchronize the
      Clarity PPM
       tasks with the
      CA Agile Central
      portfolio items. By default, the option is selected and tasks are synchronized whenever the synchronization job runs.
      When a parent PPM task has actuals, assignments, or both, the integration cannot add a child task under this parent. Instead, the integration adds the child task without a parent. The behavior complies with the rule that summary tasks in PPM cannot have actuals or assignments. The situation applies when synchronizing user stories from Agile Central to PPM tasks.
    • Create Direction
      Defines the integration direction for synchronizing tasks.
      Select from the following options:
      • Agile Central to PPM. Depending on the portfolio item type mapping, projects that you create in
        Clarity PPM
        are created as corresponding portfolio items in
        CA Agile Central
        . Child portfolio items that you create in 
        CA Agile Central
        are created as corresponding tasks in
        Clarity PPM
        . If you do not select an integration direction, Agile Central to PPM is used as the default option.
      • PPM to Agile Central. Depending on the portfolio item Type mapping, projects that you create in
        Clarity PPM
        are reflected as corresponding portfolio items in
        CA Agile Central
        . Tasks that you create in 
        Clarity PPM
        are also created as child portfolio items in
        CA Agile Central
        .
      • Bidirectional. Tasks are synchronized in either direction provided the Synchronize flag is checked at the task level. Any tasks that you create in
        Clarity PPM
        are synchronized with
        CA Agile Central
        features. Also, any features that you create in
        CA Agile Central
        are synchronized with
        Clarity PPM
        tasks.
      The Create Direction field works with the Synchronize option for tasks in a project that is integrated with
      CA Agile Central
      . For each task marked as Synchronize, a corresponding portfolio Item is created in 
      CA Agile Central
      .
    • Default Agile Central Owner ID
      Defines the default owner ID to use when a portfolio item (for example, Initiative) is created in
      CA Agile Central
      . See Obtain Workspace, Owner, and Project ID in CA Agile Central for details.
    • Default Agile Central Project ID 
      Defines the default project ID (the agile team ID) to use when a portfolio item (for example, Initiative) is created in
      CA Agile Central
      . See Obtain Workspace, Owner, and Project ID in CA Agile Central for details.
    • Open for Time Entry (Team)
      Specifies whether the team members that are synchronized from  
      CA Agile Central
       are open for time entry in
      Clarity PPM
      . Select one of the following options for the integration instance:
      • Yes: All the resources that are added to the 
        Clarity PPM
        project team from
        CA Agile Central
         are open for time entry.
      • No: All the resources that are added to the 
        Clarity PPM
        project team from
        CA Agile Central
         are not open for time entry.
      • Select: The Open attribute value on the Team Object is considered for determining whether the resources that are added to the 
        Clarity PPM
        project team from
        CA Agile Central
         are open for time entry.
    • Open for Time Entry (Task)
      Specifies that the tasks created in
      Clarity PPM
      are open for time entry. If you do not select this option, the default setting from the task object definition takes effect.
    • Cost Type
      Defines the default cost type value to use when a task is created in 
      Clarity PPM
      . The default value is used only for task creation, not for updates.
    • Charge Code
      Defines the default charge code value to use when a task is created in
      Clarity PPM
      .
    • Time Tracking Project Template
      Defines the default time tracking project template to use for creating time tracking sub tasks under a new task. When the Synchronization job runs, sub tasks are automatically created in
      Clarity PPM
      in the following cases:
      • A task is added in 
        Clarity PPM
        from CA Agile Central.
      • A task is created within
        Clarity PPM
        . Only those tasks that have the Synchronize flag checked have the new time keeping sub tasks created.
      The Time Tracking Project template includes tasks for the purpose of classifying time. The project template is available in both the Agile Central to PPM and the PPM to Agile Central integration directions.
Set the Agile Integration Owner
Define a 
Clarity PPM
 user as the Agile Integration Owner that the integration uses to run the following types of operations:
  • Run the Synchronize Agile Central job
  • Update the 
    Clarity PPM
     project and task status from
    CA Agile Central
Assign the required access rights to the Agile Integration Owner so they can update the
Clarity PPM
 project and associated team and tasks. If the agile summary pages for the project and tasks are secured, assign the secure sub page rights to the Agile Integration Owner.
Follow these steps:
  1. Open Administration, and from Project Management, click Settings.
  2. Select the Agile Integration Owner (for example, admin) and Save.
  3. Assign the following global access rights to the integration owner:
    • API - Access
    • Projects - Navigate
    • Resource - Navigate
  4. Depending on how you have implemented 
    CA Agile Central
    in your organization, assign one or more of the following access rights to the agile integration owner:
    • Project - Edit Management
      (for specific projects, or for all projects)
    • Resource - View
      (for specific resources, or for all resources)
    • Resource - Hard Book
      (for specific resources, or for all resources)
Set Up the Synchronize Agile Central Job
The Agile Integration Owner (or the 
Clarity PPM
 administrator), can set up the Synchronize Agile Central job to run at scheduled intervals to synchronize 
Clarity PPM
 projects with 
CA Agile Central
portfolio items. The project manager can also run the job manually when needed. See 
.
The job reads through the
Clarity PPM
 projects that have the Synchronize option selected and a value defined for Agile System in their agile summary. See CA PPM Jobs Reference for more details.
Note
: To synchronize a 
Clarity PPM
 project with a 
CA Agile Central
portfolio item, see
Link an existing CA PPM Project to an Existing 
CA Agile Central
Portfolio Item
.
Run the Synchronization Job from a Project
As a project manager, you can run the Synchronize Agile Central job directly from an active project using the Actions menu. Hence, you do not require the access rights to run jobs or view job outputs. You are granted instances access rights only to the job that you start from a project Actions menu.
Only the project from which you run the job is updated, not all projects. The project ID is included as part of the job name, for example: Synchronize Agile Central (Project2018-11). The admin users do not have access to the output of these jobs.
Note
: The Synchronize Agile Central action is not available by default from the Actions menu of a project. The action is available a part of the Agile add-in items install for the Project Properties - General content item.
Follow these steps:
  1. Click
    Administration
    ,
    Studio
    ,
    Content Add-Ins
    .
    The Content Add-Ins page appears.
  2. Select Agile Addin and click
    Items
    .
  3. Filter for the Project Properties - General content item and verify that the item is available for installing.
    When you install the Agile add-in, the item displays with the Upgrade Ready status. To protect any configurations that you might have made to the project properties view, the item is not automatically installed.
  4. Do one of the following:
    • If you do not have view configurations, select the Project Properties - General content item and click Install. The Synchronize Agile Central action becomes available from the main project properties page and subpages for users with edit access to the project.
    • If you have view configurations, manually configure the project properties view in
      Clarity PPM
      Studio to include the Synchronize Agile Central action in the Actions menu. See CA PPM Studio Menus and Links for details on how to configure the Actions menu.
  5. Open the project properties and from the Actions menu, select Synchronize Agile Central.
Synchronize
Clarity PPM
 Projects with 
CA Agile Central
Portfolio Items
After the integration is set up with
CA Agile Central
, the project manager can start synchronizing
Clarity PPM
 projects with
CA Agile Central
. By default, the synchronization allows initiative and feature status information from 
CA Agile Central
to flow back to the 
Clarity PPM
 projects and tasks. The project manager has visibility into the work status information in
CA Agile Central
CA Agile Central
 to
Clarity PPM
Direction
Follow these steps
:
  1. Click
    Home
    ,
    Portfolio Management
    ,
    Projects
    .
  2. Open the project that you want to synchronize to
    CA Agile Central
    .
  3. Click
    Properties
    and select
    Agile Summary
    .
  4. Complete the following information:
    • Select the Synchronize check box.
    • Select the Agile System to use for synchronizing the project with
      CA Agile Central
      .
When the Synchronization job runs, it makes the following updates in the linked systems:
  • Creates top-level 
    CA Agile Central
    portfolio items (levels P2-P5) based on the information in the
    Clarity PPM
     project. The job creates the portfolio items provided they do not already exist for the linked projects. 
  • Creates
    Clarity PPM
     tasks from the lower level 
    CA Agile Central
    portfolio items (level P1) based on the information in the 
    CA Agile Central
    portfolio items. The job creates the
    Clarity PPM
     tasks provided they do not already exist. This depends on the selection of the Create and Sync Tasks option while configuring the 
    CA Agile Central
    integration settings in
    Clarity PPM
    .
  • Sets the initiative/feature ID of 
    CA Agile Central
    portfolio item on the synchronized project properties on the Agile Summary subpage of
    Clarity PPM
    .
  • Populates agile attributes from
    CA Agile Central
    to
    Clarity PPM
    on the Agile Summary subpage of integrated projects and tasks.
  • Creates
    Clarity PPM
    subtasks underneath the lower level 
    CA Agile Central
    portfolio item. Values are preset from the Open for Time Entry, Charge Code, and Cost Type fields based on the project template that is associated with the Integration settings in 
    Clarity PPM
    .
  • Synchronizes 
    CA Agile Central
    projects to
    Clarity PPM
    project teams provided 'Create and Sync Team' option is selected while configuring the 
    CA Agile Central
    integration settings in
    Clarity PPM
    .
: In the
CA Agile Central
to
Clarity PPM
integration direction, the Synchronize Agile Central job ignores the task Synchronize option. The job does not create portfolio items for tasks.
Clarity PPM
to
CA Agile Central
Direction
Follow these steps:
  1. Click 
    Home
    Portfolio Management
    Projects
    .
  2. Open the project that you want to synchronize to CA Agile Central.
  3. Click
    Properties
    and select
    Agile Summary
    .
  4. Complete the following information:
    • Select the Synchronize check box.
    • Select the Agile System to use for synchronizing the project with
      CA Agile Central
      .
  5. Navigate to Tasks.
  6. For each task you want to synchronize, click task properties and select Agile Summary.
  7. Select the Synchronize check box.
When the Synchronize Agile Central job runs, it makes the following updates in the linked systems:
  • Creates top-level 
    CA Agile Central
    portfolio items (levels P2-P5) based on the information in the 
    Clarity PPM
    project. The job creates the portfolio items provided they do not already exist for the linked projects.
  • Creates lower level 
    CA Agile Central
    portfolio items (level P1) based on the information in the 
    Clarity PPM
    tasks. The job creates the 
    Clarity PPM
    tasks provided they do not already exist. A corresponding portfolio Item is created in
    CA Agile Central
    only for tasks marked as Synchronize. This also depends upon the selection of the Create and Sync Tasks option while configuring the
    CA Agile Central
    integration settings from
    Clarity PPM
    .
  • Sets the Initiative/Feature ID of the 
    CA Agile Central
    portfolio item on the synchronized project properties on the Agile Summary subpage of
    Clarity PPM
    .
  • Populates Portfolio Item Name, Planned Start Date, and Planned End Date agile attributes from 
    Clarity PPM
    to
    CA Agile Central
    portfolio items. At the task level, Planned Start Date and Planned End Date are based on the task start and finish dates. If these dates are modified in
    Clarity PPM
    , the job overwrites the Planned Start Date and Planned End Date agile attributes in 
    CA Agile Central
    .
  • Populates agile attributes from
    CA Agile Central
    to 
    Clarity PPM
    on the Agile Summary subpage of integrated projects and tasks. At the task level, the task ID is not overwritten by the portfolio item ID.
  • Synchronizes 
    CA Agile Central
    projects to 
    Clarity PPM
    project teams provided the Create and Sync Team option is selected while configuring the 
    CA Agile Central
    integration settings from
    Clarity PPM
    .
Bidirectional Synchronization
In a bidirectional integration, the Synchronize Agile Central job makes the following updates in the linked systems:
  • For each task marked as Synchronize in a 
    Clarity PPM
    project that is associated to a
    CA Agile Central
    portfolio item, creates a corresponding portfolio item or feature in
    CA Agile Central
    .
  • For each portfolio item or feature in 
    CA Agile Central
    belonging to a parent portfolio item that is associated to a
    Clarity PPM
    project, creates a corresponding task in
    Clarity PPM
    .
The following diagram shows how the Synchronize Agile Central job updates 
Clarity PPM
 projects with latest status details from
CA Agile Central
in the the Agile Central to PPM integration direction:
The image shows how the Synchronize Agile Central job updates CA PPM projects with status details from Agile Central
The image shows how the Synchronize Agile Central job updates CA PPM projects with status details from Agile Central
Synchronize Tasks
The following diagram shows how the Synchronize Agile Central job updates 
Clarity PPM
tasks with latest status from
CA Agile Central
in the Agile Central to PPM integration direction:
The image shows how the Synchronize Agile Central job updates CA PPM tasks with status details from Agile Central
The image shows how the Synchronize Agile Central job updates CA PPM tasks with status details from Agile Central
The
Clarity PPM
 task start and finish dates are populated based on the actual start and end dates of the corresponding 
CA Agile Central
portfolio item. If the actual start and end dates of the 
CA Agile Central
portfolio item are not defined, the
Clarity PPM
 task start and finish dates match the planned start and end dates of the 
CA Agile Central
portfolio item. If both the actual and planned dates are not defined for the 
CA Agile Central
portfolio item, then the 
Clarity PPM
project start and finish dates are used to define the 
Clarity PPM
task start and finish dates.
Synchronize Teams
If you select the Create and Sync Team option for the integration instance, 
CA Agile Central
users who are assigned to initiatives, features, and all child components of features are brought over to 
Clarity PPM
when the Synchronize Agile Central job runs. If the 
CA Agile Central
users are existing 
Clarity PPM
resources, they show up directly on the project team staff page. If the 
CA Agile Central
users are not existing 
Clarity PPM
resources, they appear listed on the Missing Resources portlet. The administrator can add these users as 
Clarity PPM
resources and run the Synchronize Agile Central job to make them appear on the project team staff page. Users with the same first and last names but different email IDs in 
Clarity PPM
and 
CA Agile Central
are listed in the Possible Matching Resources column on the Missing Resources portlet. The administrator can either create new resources for these matching resources or use the existing resources by modifying the email ID. All changes to team are reflected in
Clarity PPM
, only after the Synchronize Agile Central job runs.
: The Missing Resources portlet does not appear by default on any application page. You can configure Overview: General page or any other page to add the Missing Resources portlet using the Manage my Tabs option. See for more details.
Once the 
CA Agile Central
resources are synchronized with the
Clarity PPM
project team, they are not removed from
Clarity PPM
, even if the corresponding resources are removed from the corresponding 
CA Agile Central
portfolio items or from
CA Agile Central
.
Similarly, once the 
CA Agile Central
features are synchronized with the 
Clarity PPM
 project task, they are not removed from 
Clarity PPM
, even if the corresponding features are removed from the corresponding 
CA Agile Central
portfolio items.
The following diagram shows how the Synchronize Agile Central job updates the
Clarity PPM
project team with the latest user details from
CA Agile Central
in the Agile Central to PPM integration direction::
The image shows how the Synchronize Agile Central job updates CA PPM project teams with status details from Agile Central
The image shows how the Synchronize Agile Central job updates CA PPM project teams with status details from Agile Central
: If you import a linked 
Clarity PPM
 project using XOG, the project remains linked to the 
CA Agile Central
portfolio Item. To unlink the project from
CA Agile Central
, unselect the Synchronize check box for the
Clarity PPM
project.
Review Integration Status for Synchronized Projects
To verify that data is successfully transferring to 
CA Agile Central
and back to 
Clarity PPM
, review the Synchronize Agile Central job details and the 
Clarity PPM
 Background (bg) services log file. For more information about how to access the bg services log file, contact your system administrator. 
Unsuccessful integration can indicate one or more of the following issues:
  • The 
    CA Agile Central
    connection information is incorrectly defined in the
    Clarity PPM
     Integration settings under Administration, General Settings. 
  • The Agile Integration Owner is not set up as a dedicated resource for updating integrated 
    Clarity PPM
     projects and tasks. 
  • The REST API Status is disabled. Verify that the REST API Status appears Enabled on the System Options page under Administration. Search 
    REST APIs
     for more information.
  • The 
    CA Agile Central
    server is down.
Try integrating again after entering the correct values or completing the setup, and running the Synchronize Agile Central job. 
You can also review the project integration status. Sometimes an integration error happens because a linked Initiative is deleted in
CA Agile Central
. In this case, an error message appears when you run the Synchronize Agile Central job. In the
Clarity PPM
project, the Synchronize check box gets unchecked and the sync status indicates a failure in the synchronization. Relink the project to a new 
CA Agile Central
Initiative to renew the connection.
: When a 
CA Agile Central
feature is moved to a different Initiative, the corresponding task in 
Clarity PPM
 project is not deleted. However, the task is no longer synchronized with
CA Agile Central
. A new task is created in the project that now corresponds to the 
CA Agile Central
initiative where the feature moved. The new task is created provided the project is enabled to synchronize with
CA Agile Central
. During synchronization, this new task is updated from
CA Agile Central
. The old task remains but never gets updated.
The following procedure describes how to review the project integration status.
Follow these steps
  1. Open Home, and from Portfolio Management, click Projects.
  2. Open the project, and from the Properties, click Agile Summary. 
  3. Review this information:
    • Last Agile Sync Date
      Displays the last time the 
      CA Agile Central
      portfolio items were synchronized with the 
      Clarity PPM
       project.
    • Last Agile Sync Status
      Displays the status of the Sync job as successful or failed. Even if the job status is successful, we recommend that you check the job logs to see if there are any warnings.
Examples: Populating Task Dates in
Clarity PPM
The following examples describe how task dates in CA PPM are populated based on actual or planned dates of the portfolio items in
CA Agile Central
.
Example 1
:
In this example, the
Clarity PPM
 task start date is May 15, 2015 and the finish date is June 28,2015 based on the 
CA Agile Central
actual start and end dates:
Start Date
End or Finish Date
CA Agile Central
 Actual Start and End Date
May 15, 2015
June 28, 2015
CA Agile Central
 Planned Start and End Date
May 10, 2015
June 25, 2015
Clarity PPM
Project Start and Finish Date
March 20, 2015
August 5, 2015
Example 2:
In this example, the
Clarity PPM
 task start date is May 15, 2015 based on the 
CA Agile Central
actual start date. However, the task finish date is June 25, 2015 based on the 
CA Agile Central
planned end date because the actual end date is not defined.
Start Date
End or Finish Date
CA Agile Central
 Actual Start and End Date
May 15, 2015
Null
CA Agile Central
 Planned Start and End Date
May 10, 2015
June 25, 2015
Clarity PPM
Project Start and Finish Date
March 20, 2015
August 5, 2015
Example 3:
In this example, the
Clarity PPM
 task start date is May 15, 2015 based on the 
CA Agile Central
actual start date. The task finish date is August 5, 2015 based on the project finish date because the 
CA Agile Central
actual and planned end dates are not defined.
Start Date
End or Finish Date
CA Agile Central
 Actual Start and End Date
May 15, 2015
Null
CA Agile Central
 Planned Start and End Date
May 10, 2015
Null
Clarity PPM
Project Start and Finish Date
March 20, 2015
August 5, 2015
Example 4:
In this example, the
Clarity PPM
 task start date is March 20, 2015 and the finish date is August 5, 2015. The task dates are based on the project start and finish dates because the 
CA Agile Central
actual start date is later than the
Clarity PPM
 project finish date.
Start Date
End or Finish Date
CA Agile Central
 Actual Start and End Date
October 15, 2015
Null
CA Agile Central
 Planned Start and End Date
May 10, 2015
Null
Clarity PPM
Project Start and Finish Date
March 20, 2015
August 5, 2015
Example 5:
In this example, the 
Clarity PPM
 task start date is March 20, 2015 based on the project start date. The task finish date is June 28, 2015 based on the 
CA Agile Central
actual end date.
Start Date
End or Finish Date
CA Agile Central
 Actual Start and End Date
Null
June 28, 2015
CA Agile Central
 Planned Start and End Date
Null
June 25, 2015
Clarity PPM
Project Start and Finish Date
March 20, 2015
August 5, 2015
Example 6:
In this example, the 
Clarity PPM
 task start date is May 10, 2015 based on the 
CA Agile Central
planned start date. The task finish date is June 28, 2015 based on the 
CA Agile Central
actual end date.
Start Date
End or Finish Date
CA Agile Central
 Actual Start and End Date
Null
June 28, 2015
CA Agile Central
 Planned Start and End Date
May 10, 2015
June 25, 2015
Clarity PPM
Project Start and Finish Date
March 20, 2015
August 5, 2015