Configure General System Settings

As an administrator, you can configure system settings to enable the ppmnew. You can also manage settings for passwords, documents, advanced reporting, and custom chart colors. Add site links for convenient access by users. Enter translated text for field labels and error messages. Other settings include data warehouse fiscal time period data, consistent chart colors, company name, TSV links for Export to Excel, and GZip HTML encoding.
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As an administrator, you can configure system settings to enable the
New User Experience
. You can also manage settings for passwords, documents, advanced reporting, and custom chart colors. Add site links for convenient access by users. Enter translated text for field labels and error messages. Other settings include data warehouse fiscal time period data, consistent chart colors, company name, TSV links for Export to Excel, and GZip HTML encoding.
2
Enable the New User Experience
Enable the 
New User Experience
 for project managers, resource managers, and team members. 
Before you can enable the
New User Experience
, install the PMO Accelerator. Without the accelerator, the options for the
New User Experience
are disabled. See Install the PMO Accelerator Add-In and PMO Sample Data.
Follow these steps:
  1. Click 
    Administration
    ,
    General Settings
    ,
    System Options
    .
  2. In the
    New User Experience section
    , select
    Activate New User Experience
    This option provides a global switch that controls whether the 
    New User Experience
     is accessible to users. If you do not activate this option and a user tries to access the
    New User Experience
     using the following URL, they are redirected to Classic PPM:
    http(s)://<servername>/pm
  3. To enable the new timesheet user interface, select
    Activate Timesheets
    and click
    Save
    . This option provides a global switch that controls whether the new timesheets are accessible to users. To activate the new timesheets, first activate the 
    New User Experience
    . When you activate the new timesheets, the following changes occur:
    • The timesheet menu link and Current Timesheet icon are removed from the classic user interface.
    • In Administration, Project Management, Timesheet Options - Default Content and Layout section, the following columns remain in the 
      Available Columns
       field. These fields are not needed to configure the new timesheets. The data for these fields is automatically incorporated into the new timesheets:
      • Investment
      • Investment ID
      • Phase 
    • In Administration, Project Management, Timesheet Options - Default Content and Layout section, the following columns no longer appear in the 
      Available Columns
       field:
      • Task ID
      • Short Name
      • Parent
      • Parent ID
      • Phase ID
      • Start
      • Finish
      • Posted Actuals
      • Baseline
      • Role
      • Incident Category
      • Notes Icon
    • In Administration, Project Management, Timesheet Options - Default Time Entry Options section, the following fields are removed:
      • Default Sorting
      • Disable Indirect Time Entries
      • Enable Note Date
      • The remaining fields are reset to stock default values. It is important to revisit this section again after activating the new timesheets.
    • Timesheet notifications are sent from the
      New User Experience
      .
    • Users can create timesheets in the 
      New User Experience
      only.
:
  • We recommend that teams use either the new timesheets or the classic timesheets. Do not switch between both.
  • Provide your users with the URL or a menu link to the
    New User Experience
    . For more information, see Getting Started with the New User Experience.
  • New timesheet notification links automatically go to the specific timesheet for a specific team member. For example:
    https://<servername>/pm/#/timesheets/timesheet?resourceId=5003033&timeperiodId=5004050
Set Document Management Options
You can set options that determine how attachments and uploaded documents are accessed by other users. Settings including file scanning and download options.
You can also limit the file extensions that are authorized when users upload documents. After you specify the file extensions, a message appears listing the supported extensions whenever users upload a document. Unauthorized file types cannot be uploaded and a warning appears. If you do not specify a file extension list, you can upload any file.
These options apply to both the classic PPM interface and the
New User Experience
. The file extension restrictions do not apply to documents that users upload using XOG.
Follow these steps:
  1. Click
    Administration
    ,
    General Settings
    ,
    System Options
    .
  2. Configure the following fields:
    • Authorized File Extensions
      Leave this field empty, the default, to allow users to upload all file types. To restrict file types, enter a list of file extensions that you want to allow users to upload. Separate each file extension with a comma and no spaces. For example, you enter
      doc,docx,pdf,xls,xlsx,ppt,pptx,jpg,gif. Y
      ou are now prohibiting any other file types that are not listed. In this example, a PNG image file is blocked. A user cannot upload a PNG file for their personal avatar icon or in a conversation. The authorized file extensions apply to the document management system, avatar images, Studio attachment attributes, project status reports (PDF), and in the
      Clarity PPM
       
      New User Experience
      . The file extensions do not apply to documents that you upload using XOG.
    • Enable File Scanning of Documents
      Select the check box to scan the uploaded documents. If the check box is clear, uploaded documents are not scanned. You can specify a virus scanning command-line program for all uploaded documents in CSA. When the program or shell script of your choice detects a problem with a given document, it may return an error code and reject the document. A warning appears on the document manager page. Documents uploaded using attachment attributes or XOG are not scanned.
      Default:
      Cleared
    • Allow Non-Participants to Access Documents
      : This setting applies globally as the default value for all future documents that users upload. The setting can be changed for each document.
    • Enable Document Download
      : Adds the
      Download All
      and
      Incremental Download
      actions on the
      Collaboration
      tab.
      • Maximum File Size for Document Download
        : Specify a limit for the total file sizes in the
        Download All
        or
        Incremental Download
        actions. The software won't allow users to download documents when their total size exceeds this limit.
      • Warning File Size for Document Download
        : Specify a limit that is lower than the maximum allowed. When the total uncompressed file size exceeds this limit, users receive a warning. They can cancel the download or continue. The actual size of the compressed ZIP file can be lower than the warning limit.
  3. Click
    Save
    .
Set Other System Options
You can set other system options, such as company name, graph formats, document download, and file compression.
Follow these steps:
  1. Click
    Administration
    General Settings
    System Options
    .
  2. In the Other section, complete the following fields and save your settings:
    • Company Name
      Defines your company name that is displayed on the About page.
      Limit:
      80 characters
    • Chart Colors
      Specifies custom colors for use with charts. To enter the name and hexadecimal RGB values for a new color, click the Color Palette link.
    • Use Consistent Chart Colors
      Defines whether you want to use consistent chart colors.
      Default:
      Cleared
      Select the check box.
    • Use GZip HTML Encoding
      Specifies the use of compression for HTML pages.
      Default:
      Selected
View and Configure Advanced Reporting Options
You can view Advanced Reporting fields in the Advanced Reporting section. This section includes the following fields:
  • Advanced Reporting Server URL
  • Organization ID
  • Clarity PPM
     Database Schema name
  • Data Warehouse Database Schema name
Use this information to create a server connection for Jaspersoft Studio Professional if you are using this tool for report development and domain creation.
To govern the synchronization of Jaspersoft Advanced Reporting roles from
Clarity PPM
, select the Allow Jaspersoft Role synchronization option. The option when selected allows the Jaspersoft advanced reporting roles to synchronize with corresponding
Clarity PPM
access groups using the
Synchronize Jaspersoft Roles
job.
A Jaspersoft role is synchronized, provided the following conditions are true:
  • The role has the same ID as a 
    Clarity PPM
    access group.
  • The user assigned to the Jaspersoft role exists in Jaspersoft.
See
Jobs Reference
for more information about the Synchronize Jaspersoft Roles job.
Follow these steps:
  1. Click
    Administration
    ,
    General Settings
    ,
    System Options
    .
    The system options page appears.
  2. In the Advanced Reporting section, view the Advanced Reporting field values.
Create Custom Chart Colors
You can create a chart color palette at the system level that allows the system to assign colors to a created chart. The palette applies even when you have selected the Use Consistent Chart Colors option. If you do not create a chart color palette, the system assigns chart colors using the default color palette.
You can add an unlimited number of colors to a color palette. When you add a color to the color palette, your custom color palette replaces the out-of-the-box color palette. To reset the default palette, remove or empty the custom palette. Only one color palette can be active at a time.
When you create a custom chart color palette, you can also change the order in which a color picks from the palette. The consistent color key (selected at the chart level) uses this order to distribute colors in the chart. If you do not specify an order, then the system uses the order that you used to assign a color.
In addition, you can delete custom chart colors or can reorder the colors.
Follow these steps:
  1. Click
    Administration
    General Settings
    System Options
    .
  2. In the Other section of the System Options page, click the [Color Palette] link for the Chart Colors field.
  3. Click New on the Chart Colors page.
  4. Complete the following fields:
    • Name
      Defines a name for your color.
    • RGB
      Specifies the hexadecimal value that represents a color for your chart.
      Example:
      The character combination 0000FF specifies the color Blue.
  5. Save the changes.
    The changes are saved and the chart colors page appears.
  6. Click Order.
    The chart color order page appears.
  7. Define the order for assigning colors in the color palette, and save.
Select Consistent Chart Colors
You can set consistent chart colors at the system level. By default, this setting is not active. After you configure this system option, you can use the colors in a chart portlet. 
The Use Consistent Chart Colors option specifies whether to assign colors to charts based on the consistent color key that is defined at the chart portlet level. When you select Use Consistent Chart Colors, the Consistent Color Key and Use Consistent Colors fields appear on the Options page when you or other users configure the chart portlet.
Follow these steps:
  1. Click
    Administration
    General Settings
    System Options
    .
  2. In the Other section of the System Options page, select 
    Use Consistent Chart Colors
    .
  3. Save the changes.
  4. Configure a chart portlet to use consistent colors. See
    Configure Consistent Colors for Studio Chart Portlets
    in CA Clarity PPM Studio Reference for details.
Change a Company Name
You can change the company name that appears on the 
Clarity PPM
About page.
Follow these steps:
  1. Click
    Administration
    General Settings
    System Options
    .
  2. In the Other section of the System Options page, complete the following field:
    • Company Name
      Defines the name that displays as your company name on the 
      Clarity PPM
      about page.
      Limits:
      80 characters
  3. Save the changes.
Enable the TSV Links (Export to Microsoft Excel)
Select the Enable TSV links for the Export to Excel option to export both the TSV data and the TSV links to Excel. Only the permissible number of TSV links are displayed. Disable this option to export only the TSV data and not the TSV links.
Microsoft Excel supports up to 65,530 hypertext references (HREF). When exporting data from
Clarity PPM
to Microsoft Excel, hyperlinked cells do not appear as links when the row count exceeds that limit. If the number of TSV links exceed this limit, an error message appears to alert you.
You can add, change, and delete site links that appear in the Site Links section of the overview pages. By default, this section displays the Favorite Photo section on the right side of the page.
If you no longer require a link, delete the link.
You can test the link by viewing page links from the Site Links section of the overview page.
Follow these steps:
  1. Click
    Administration
    ,
    General Settings
    ,
    Site Links
    .
    The page links page appears.
  2. Click
    New
    .
  3. Complete the following fields, and then click
    Save
    :
    • Link Name
      Defines the name of the page link that displays on the overview page.
      Limit:
      32 characters
    • URL
      Defines the web address that is used to display the page when you click the page link. Enter the correct URL link because 
      Clarity PPM
      does not validate the URL.
      Limit:
      240 characters.
Manage Field Text Translation
You can provide different language localizations for selected field text on the Administration pages. You can include the translations for different languages, which are based on your company requirements. The translation function is available if you see the following Translate icon next to a field:
image2017-2-27 17:0:9.png
Follow these steps:
  1. Click the
    Translate
    icon next to any field that supports this option.
    For example, the Translate icon appears with the Action Name field. Click Administration, Data Administration, Processes and select a process (or create a new process). Click Start Step and select one of the Actions (or create and save a new action). The Action Name field shows the Translate icon.
  2. Enter the field text localization for each language that you require.
  3. Click
    Save and Return
    .