Integrate CA PPM with CA Agile Central

ccppmod155
Use the Agile add-in to integrate 
Clarity PPM
 with 
CA Agile Central
 SaaS 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 components support the integration between 
Clarity PPM
 projects and 
CA Agile Central
 portfolio items.
  • An integration subpage that allows you to configure the integration policy for portfolio items.
  • A background job that synchronizes 
    Clarity PPM
     projects with 
    CA Agile Central
     portfolio item updates.
  • Agile Summary project and task properties that link the 
    Clarity PPM
     project with the 
    CA Agile Central
     portfolio items.
  • 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
     
The integration allows you to link PPM projects to parent portfolio items such as Initiatives in Agile Central. You can also link PPM tasks to child portfolio items such as Features in Agile Central.
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.
Integration Directions
You can synchronize agile 
Clarity PPM
 projects with 
CA Agile Central
 portfolio items in the following directions:
 
 
CA Agile Central
 to 
Clarity PPM
 Direction
 
  • 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 
Clarity PPM
 projects does 
not
 have to be contiguous to the portfolio items mapped to 
Clarity 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 
    Clarity PPM
     projects
  •  
    CA Agile Central
     features to 
    Clarity 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
 Direction
 
  • 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 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 
    Compatibilities
     section in the Release Notes for more information
     
  • The Agile add-in content is installed successfully. Navigate to the Items tab for the Agile add-in under Administration, Studio, 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 Administration, General Settings, System Options page to verify the REST API status. The background job uses the REST APIs to synchronize data between the systems.  
  • An active 
    Clarity PPM
     user is identified as the Agile Integration Owner. The 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. Select 
    Administration
    General Settings
    Integrations
    .
  2. Click 
    New
    .
  3. Create an integration with 
    CA Agile Central
     by defining the requested information. The following fields require explanation:
    •  
      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 CA 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 the Agile Central Workspace ID 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. Optionally, to connect to 
    CA Agile Central
     using a proxy server in an 
    Clarity PPM
     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
     to define the the type of integration you want to set up.
  7. For 
    Integration Type
    , select
     Portfolio Item
     to integrate with 
    CA Agile Central
     portfolio items.
  8. Create the following defaults for tasks:
    •  
      Task Open for Time Entry
      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. 
    •  
      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.
      You can synchronize CA Agile Central user stories with CA PPM tasks at the project level. After CA PPM tasks are created for the user stories, you can track time against them. In this case, you can omit selecting a Time Tracking Project template for the integration. See Synchronize CA PPM Projects with Agile Central Portfolio Items for details.
    •  
      Task 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.
    •  
      Task Charge Code
      Defines the default charge code value to use when a task is created in 
      Clarity PPM
      .
  9. Click 
    Save
    .
    The Integration Policy tab appears
  10. Click Integration Policy and define the following integration policy details:
    •  
      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 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.
    •  
      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
      .
    •  
      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.
    •  
      Team Open for Time Entry
      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.
    •  
      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 ownerID 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 projectID for details.
  11. Click 
    Save
    .
 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 or portfolio hierarchy items from Agile Central to PPM tasks.
Set the Agile Integration Owner
Define a 
Clarity PPM
 user as the Agile Integration Owner who can schedule and run the background sync job. The sync job pulls information from 
CA Agile Central
 portfolio items into 
Clarity PPM
 projects and tasks.
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. Click 
    Administration
    Project Management
    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 what data you are pulling from 
    CA Agile Central
     to 
    Clarity PPM
    , assign the following additional rights to the agile integration owner:
    • Resource - View (for specific resources, or for all resources)
    • Resource - Hard Book (for specific resources, or for all resources)
Schedule Background Jobs
As the Agile Integration Owner (or the 
Clarity PPM
 administrator), set up the following job to run at scheduled intervals:
  • Synchronize Agile Central.  Run the job to synchronize 
    Clarity PPM
     projects with 
    CA Agile Central
     portfolio items.
The job reads through all 
Clarity PPM
 projects that have the Synchronize option selected and an Agile System defined in their agile summary.
The project manager can also run the job manually when needed. See Run or Schedule a Job 
.
 
 
Note
: To learn how to synchronize an existing 
Clarity PPM
 project with an existing 
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. To configure the 
      Actions
       menu, see  in the Reference section (available only in the English language edition of the documentation).
  5. Open the project properties, click the 
    Actions
     menu, and select 
    Synchronize Agile Central
    .
Configure Views
When you install the Agile add-in, some object views are reinstalled to display information in a different way than the default 
Clarity PPM
 installation. If you previously used CA PPM Studio to configure the default product views, these configurations do not change. They are not overwritten by new or changed content during the Agile add-in installation. Use the information provided in this section to compare the Agile add-in views to your configurations. You can then decide whether to change your existing product configurations, or to apply the new Agile add-in content.
 The agile fields listed for the integration, project, and task views in this section are also available in the 
New User Experience
. To view these fields on your project and task pages in the 
New User Experience
, configure the applicable project blueprint details. See New User Experience: Configure Project Blueprints for details.
Integration Views
The following table lists the views that are modified for the Integration object in the Agile add-in.
View
Integration Type
Page ID
Display Condition
Agile Central
Portfolio Item
agl_integration
Integration Vendor = Agile Central
Integration Policy
Portfolio Item
 agl_pi_policy
Integration Vendor = Agile Central and Integration Type = Portfolio Item
When you apply the add-in, the following configurations become available for the integration views:
 
 
Agile Central (Portfolio Item)
 
The following table lists the fields on the Agile Central page. See 
Define the Integration Attributes
 in this article for details about the fields.
Section
Field
Corresponding Field in Agile Central
System of Record
General
Integration Type
N/A
CA PPM
Task - Create Defaults
Task Open for Time Entry
N/A
CA PPM
Time Tracking Project Template
N/A
CA PPM
Task Cost Type
N/A
CA PPM
Task Charge Code
N/A
CA PPM
 
Integration Policy (Portfolio Item)
 
The following table lists the fields on the Integration Policy page. See 
Define the Integration Attributes
 in this article for details about the fields.
 
Section
Field
Corresponding Field in Agile Central
System of Record
Integration Policy
Portfolio Item Type Map (Project)
N/A
CA PPM
Portfolio Item Type Map (Task)
N/A
CA PPM
Create and Sync Tasks
N/A
CA PPM
Create Direction
N/A
CA PPM
Default Agile Central Owner ID
N/A
CA PPM
Default Agile Central Project ID
N/A
CA PPM
Team - Create Defaults
Create and Sync Team
N/A
CA PPM
Team Open for Time Entry
N/A
CA PPM
Project Views
The following table shows the views that are modified for the Project object in the Agile add-in.
View
Integration Type
Page ID
Display Condition
Agile Integration Settings
Portfolio Item
project_agl_integration_settings
N/A
Agile Summary - Portfolio item Integration
Portfolio Item
agl_integration
Project Integration Type <> investment
Properties - General
Portfolio Item
projectGeneral
Configure the Properties - General view for the Project object to include the Synchronize Agile Central action in the Actions menu. The new action allows users to run the Synchronize Agile Central job at the project instance level. See 
Run the Synchronization Job from a Project
 in this article for details.
 
 
When you apply the add-in, the following configurations become available for the project views:
 
 
Project Agile Integration Settings (Portfolio Item)
 
The following table lists the fields on the Project Properties Main - Settings page. See Synchronize a Project with CA Agile Central Portfolio Items for details about the fields.
Section
Field
Corresponding Field in Agile Central
Agile Integration
Synchronize
N/A
Create and Sync Stories
N/A
Agile System
N/A
Integration Type
N/A
 
Project Agile Summary - Portfolio item Integration
 
The following table lists the fields on the Project Agile Summary page.
Section
Field
Corresponding Field in Agile Central
System of Record
Notes
General
Portfolio Item ID
ID
Agile Central
Agile State
State
Agile Central
Agile Preliminary Estimate
Preliminary Estimate
Agile Central
Planning
Agile Investment Category
Investment Category
Agile Central
The attribute is available to all portfolio items in the portfolio hierarchy. You can associate each portfolio item with only one investment category.
Agile Value Score
Risk Score
Agile Central
Agile Risk Score
Value Score
Agile Central
WSJF Score (SAFe scoring attribute)
WSJF Score
Agile Central
Schedule
Agile Planned Start
Planned Start Date
Agile Central
Agile Planned Finish
Planned End Date
Agile Central
Agile Release
Release
Agile Central
Agile Actual Start
Actual Start Date
Agile Central
Agile Actual Finish
Actual End Date
Agile Central
Agile Milestones
Milestone
Agile Central
Story Metrics
Estimated Story Points
Total Story Points
Agile Central
Accepted Story Points
Accepted Leaf Story Points
Agile Central
% Done by Agile Plan Estimate
% Done by Plan Estimate
Agile Central
Estimated User Stories
Total User Stories
Agile Central
Accepted User Stories
Accepted Leaf Story Estimate
Agile Central
% Done by Story Count
% Done By Story Count
Agile Central
Sync Job Information
Last Agile Sync Date
N/A
CA PPM
See 
Review Integration Status for Synchronized Projects 
in this article for details about this field.
Last Agile Sync Status
N/A
CA PPM
See 
Review Integration Status for Synchronized Projects 
in this article for details about this field.
Task Views
The following table shows the views that are modified for the Task object in the Agile add-in.
View
Integration Type
Page ID
Display Condition
Task Agile Summary
Portfolio Item
agl_integration
Task Ordinal = null and Task Story ID = null 
Task Agile Summary
Portfolio Item
agl_integrationStory
Task Story ID = null
When you apply the add-in, the following configurations become available for the task views:
 
Task Agile Summary (Portfolio Item Integration)
 
The Agile Summary page is organized into the following sections:
    • Agile
    • Planning
    • Schedule
    • Story Metrics
The following table lists the fields in the 
Agile
 section.
Field
Corresponding Field in Agile Central
System of Record
Notes
Synchronize
N/A
CA PPM
When the checkbox is selected, the 
Clarity PPM
 task is created in Agile Central as a portfolio item.
Portfolio Item ID
ID
Agile Central
Parent Portfolio Item ID
The ID of the parent as displayed in the hierarchy
Agile Central
Agile State
State
Agile Central
Agile Preliminary State
Preliminary Estimate
Agile Central
The following table lists the fields in the 
Planning
 section.
Field
Corresponding Field in Agile Central
System of Record
Notes
Agile Investment Category
Investment Category
Agile Central
A budget or investment area that a portfolio item supports. The attribute is available to all portfolio items in the portfolio hierarchy. You can associate each portfolio item with only one investment category.
Agile Value core
Value Score
Agile Central
Agile Risk Score
Risk Score
Agile Central
WSJF Score (SAFe scoring attribute)
WSJF Score
Agile Central
The following table lists the field in the 
Schedule
 section.
Field
Corresponding Field in Agile Central
System of Record
Notes
Agile Planned Start
Planned Start Date
Agile Central
Agile Planned Finish
Planned End Date
Agile Central
Agile Release
Release
Agile Central
The attribute is available only to the feature portfolio item. You can associate each portfolio item (feature) with only one release.
Agile Actual Start
Actual Start Date
Agile Central
Agile Actual Finish
Actual End Date
Agile Central
Agile Milestones
Milestones
Agile Central
The attribute is available to all portfolio items in the portfolio hierarchy. You can associate each portfolio item with multiple milestones.
The following table lists the field in the 
Story Metrics
 section.
Field
Corresponding Field in Agile Central
System of Record
Estimated Story Points
Available with Agile Central API. The value is dynamically calculated by Agile Central based on user story status.
Agile Central
Accepted Story Points
Available with Agile Central API. The value is dynamically calculated by Agile Central based on user story status.
Agile Central
% Done By Agile Plan Estimate
% Done By Plan Estimate
Agile Central
Estimated User Stories
Available with Agile Central API. The value is dynamically calculated by Agile Central based on user story status.
Agile Central
Accepted User Stories
Available with Agile Central API. The value is dynamically calculated by Agile Central based on user story status.
Agile Central
% Done by Story Count
% Done By Story Count
Agile Central
 
Task Agile Summary (Portfolio Item)
 
The following table lists the fields on the Agile Summary page.
Section
Field
Corresponding Field in Agile Central
User Story/Feature/Both
System of Record
Notes
Agile
Story ID
ID (Story)
Story
Agile Central
Parent Story ID
ID (Story)
Story
Agile Central
Portfolio Item ID
ID
Both
Agile Central
Portfolio Item Type
Portfolio Item
Both
Agile Central
Schedule
Agile State
State
Both
Agile Central
Agile Release
Release
Both
Agile Central
Agile Iteration
Iteration
Story
Agile Central
Agile Status
Status
Story
Agile Central
The status can be ready (green), blocked (red), or none (grey)
Agile Milestones
Milestones
Both
Agile Central
Story Metrics
Estimated Story Points
Total Story Points
Both
Agile Central
Synchronize a 
Clarity PPM
 Project 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
See Jobs Reference for details about how the Synchronize Agile Central job updates 
Clarity PPM
 and 
CA Agile Central
 for each integration direction.
 
 
CA Agile Central
 to 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. Select 
    Properties
    Settings
    .
  4. In the 
    Agile  Integration
     section complete the following information:
    • Select the 
      Synchronize
       check box to link the 
      Clarity PPM
       project to 
      CA Agile Central
       initiatives or features.
    • Optionally, select the 
      Create and Sync Stories
       check box to bring over user stories from 
      CA Agile Central
       into 
      Clarity PPM
       for time tracking purposes.
    • In 
      Agile System
      , select the portfolio item integration that the system administrator has configured. If you do not select an agile system, the project is not synchronized.
    • In 
      Integration Type
      , select Portfolio Item. The Portfolio Item option becomes available only after you select an agile system.
      If you select an agile system but do not select the integration type, the synchronize job sets the correct integration type based on the selected agile system. The attribute determines what Agile Summary page is displayed for the project.
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.
 
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. Select 
    Properties, Settings
    .
  4. In the 
    Agile  Integration
     section complete the following information:
    • Select the 
      Synchronize
       check box to link the 
      Clarity PPM
       project to 
      CA Agile Central
       initiatives or features.
    • Select the 
      Create and Sync Stories
       check box to bring over user stories from 
      CA Agile Central
       into 
      Clarity PPM
       for time tracking purposes.
    • In 
      Agile System
      , select the portfolio item integration that the system administrator has configured. If you do not select an agile system, the project is not synchronized.
    • In 
      Integration Type
      , select the type of integration that the system administrator has configured (that is, Portfolio Item). The Portfolio Item option becomes available only after you select an agile system.
      If you select an agile system but do not select the integration type, the synchronize job sets the correct integration type based on the selected agile system.
  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.
 
Bidirectional Synchronization
 
In the Bidirectional integration, features and user stories from 
CA Agile Central
 are brought in as tasks and sub tasks in 
Clarity PPM
. Also, tasks from 
Clarity PPM
 are pushed to 
CA Agile Central
 as portfolio items. 
In 
Clarity PPM
, select the Synchronize check box for both projects and tasks that you want to synchronize with 
CA Agile Central
.  To synchronize user stories with tasks, select the Create and Sync Stories check box at the project level.
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 CA Agile Central User Stories to 
Clarity PPM
 Tasks
You can synchronize 
CA Agile Central
 user stories with tasks in 
Clarity PPM
 to reflect the work progress. With user stories available as tasks in 
Clarity PPM
, you can assign team members to the tasks and have them report time against these tasks.
Select the Create and Sync Stories check box on a project Settings page to bring in 
CA Agile Central
 user stories to 
Clarity PPM
 as tasks. The user stories show as sub tasks to the parent portfolio item (for example, feature) tasks in 
Clarity PPM
. If the parent task has assignments, then the story tasks show at the same level as the parent task (not as sub-tasks) in 
Clarity PPM
.
To synchronize user stories to tasks, map the lowest-level item in the Agile Central portfolio items hierarchy to a PPM task.
The following rules apply to the user story tasks:
  • The user story dates are used as the task start and finish date.
  • The user story dates come from the parent portfolio item dates.
  • If the user stories have sub stories, then the sub stories are also brought in to 
    Clarity PPM
     as tasks.
See CA PPM Jobs Reference for details on how the Synchronize Agile Central job synchronizes user stories with tasks for each integration direction.
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. Click 
    Home
    Portfolio Management
    Projects
    .
  2. Open an integrated agile project, and from the 
    Properties
    , click 
    Agile Summary
  3. Review the following 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.