Integrate Clarity PPM with Rally

Use the Agile add-in to integrate cappm with Rally (CA Agile Central) SaaS agile development software. With cappm 15.5.1 and higher releases, in addition to the traditional lowest level portfolio items (the default is the feature level), you can also associate PPM projects with rally investments.
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Use the Agile add-in to integrate
Clarity PPM
 with Rally (CA Agile Central) SaaS agile development software. With
Clarity PPM
 15.5.1 and higher releases, in addition to the traditional lowest level portfolio items (the default is the
feature
level), you can also associate PPM projects with 
CA Agile Central
 investments.
2
Supported Integration Types
  • Integration with CA Agile Central Portfolio Items
    : This integration type allows your organization to maintain the operational activity in 
    CA Agile Central
     SaaS and use 
    Clarity PPM
     to focus on project status. This integration type 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 with CA Agile Central Investments
    : Use this integration type to define your business strategies in
    Clarity PPM
     and execute the work in 
    CA Agile Central
     SaaS. This integration type allows you to define investments in 
    CA Agile Central
     with a start date, finish date, and other minimum details. You can then map portfolio items at the lowest level (the default being features) from different 
    CA Agile Central
     investments. This type of integration does not require that you map initiatives. The features, or items at any other level in the hierarchy, from the investments are brought over to
    Clarity PPM
     as tasks. Users can configure which portfolio item hierarchy levels they want to bring into PPM as tasks.
You can create both types of integrations (portfolio items and investments) in the same Rally workspace; however, a single PPM project cannot synchronize to both portfolio items and investments. With either type, any user stories from the features can also be configured to be brought in as subtasks in
Clarity PPM
. Only PPM projects which are configured to sync user stories will bring in user stories from Agile Central. 
icon_beta.png The new investment-level integration is considered a beta feature and is not available with on-premise editions of Agile Central (Rally). The basic authentication required for Rally on-premise edition users that want to use the investment integration type does not provide the full functionality that is exclusively available with Clarity PPM integrations with CA Agile Central (Rally) SaaS. To support Rally SaaS integrations, Clarity PPM can leverage its API Key authentication instead of basic authentication.
Integration Components
Integrate Portfolio Items
Integrate Investments
Integration Subpage
: Configure the integration policy for portfolio items.
Integration Subpage
: Configure the portfolio item hierarchy for 
CA Agile Central
 investments.
Background Job
: Synchronizes 
Clarity PPM
 projects with 
CA Agile Central
 portfolio item updates.
Two (2) Background Jobs
:
  • Job 1
    creates 
    CA Agile Central
     investments from 
    Clarity PPM
     projects.
  • Job 2
    synchronizes 
    Clarity PPM
     projects with 
    CA Agile Central
     investment updates.
Agile Summary project and task properties:
The 
Clarity PPM
 project is linked with the 
CA Agile Central
 portfolio items.
Agile Summary project and task properties:
 The 
Clarity PPM
 project is linked with the 
CA Agile Central
 investment.
Timesheet Integration
: Embedded 
Clarity PPM
 Timesheet portlet in 
CA Agile Central
Timesheet Integration
: Embedded 
Clarity PPM
 Timesheet portlet in 
CA Agile Central
Integration Benefits
Integrate Portfolio Items
Integrate Investments
Project Managers 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
  • Fund and plan investments based on business initiatives
    . Link a 
    Clarity PPM
     project directly to a 
    CA Agile Central
     initiative in the portfolio hierarchy.
  • Fund and track the execution of investments across multiple projects (teams)
    . Use a
    Clarity PPM
    project to fund and track work across multiple 
    CA Agile Central
     teams. The projects fund the same initiative.
  • Plan for work based on iterative funding cycle
    . Use a
    Clarity PPM
    project to track multiple iterative funding cycles.
  • Complete traceability from planning to actual execution of investments
    . You can track actual time for feature tasks using
    Clarity PPM
    Timesheets.
  • Manage resource capacity
    . You can manage resource capacity for user stories using
    Clarity PPM
    project staffing.
Integration Directions
You can synchronize agile 
Clarity PPM
 projects with 
CA Agile Central
portfolio items in the following directions:
Direction Option 1: Rally to Clarity PPM
  • Link agile projects in 
    Clarity PPM
     to corresponding agile integrations with 
    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. 
  • Access the 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
.
Direction Option 2: Clarity PPM to Rally
  • 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.
Direction Option 3: 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 PPM projects with 
CA Agile Central
 portfolio items. Project managers can now manage and track all agile projects as initiatives. The scrum teams can create features, user stories, and tasks to define their work. The initiative and feature status details are synchronized back to 
Clarity PPM
 as project and task agile summaries.
Configure the Integration Between PPM and Agile Central 
 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 administrator, complete the following high-level steps to connect the product with 
CA Agile Central
:  
4
4
Verify the Prerequisites
To integrate with 
CA Agile Central
, complete the following requirements: 
  • Install the compatible version of the Agile add-in on your
    Clarity PPM
     product instance:
     Installing the add-in allows you to save the integration information and populate default integration values. See the Release Notes for the requirements
  • Install the Agile add-in content:
     Navigate to the
    Items
    tab for the Agile add-in under
    Administration
    ,
    Studio
    ,
    Content Add-Ins
    and verify that all the listed items that were
    Upgrade Ready
    are now showing the 
    Installed
     status.
  • Enable the REST API on your system so the Synchronize Agile Central job can run:
     Navigate to
    Administration
    ,
    General Settings
    ,
    System Options
     to verify the REST API status. The job uses the REST APIs to synchronize data between the systems.  
  • Define an active 
    Clarity PPM
     user as the Agile Integration Owner:
    The user needs the appropriate access rights to update the projects and tasks in the integration.
 On-Premise customers can follow the steps in 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 installation. 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
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. 
Follow these steps
:
  1. Click 
    Administration
    ,
    General Settings
    ,
    Integrations
    .
  2. Click
    New
    .
  3. Create an integration with
    CA Agile Central
     by defining the following 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 (Rally) 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
      Get the Agile Central Workspace ID
       in Get Agile Central Integration ID Values.
      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
      investments and 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 Clarity PPM Timesheet Integration with Agile Central.
    • Authentication Type
      • Basic: 
        Select this authentication method for legacy integrations with 
        CA Agile Central
        On Premise (no longer supported). Provide a username and password to use for authentication. When using this authentication type, do not specify an API key. Basic integrations cannot use 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 on this page. We recommend that you create a unique API Key for each Integration record in 
        Clarity PPM
        . The 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 PPM to Agile Central, the updates appear for the
        CA Agile Central
         user that is associated with the API Key. Even though the username and password fields appear, values are not needed when using this authentication type. 
  4. (Optional) To connect to
    CA Agile Central
    using a proxy server in a
    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
    . For
    Integration Type
    , select one of the following options:
    • Select
       Investment 
      to integrate with 
      CA Agile Central
       investments. The
      Portfolio Item Hierarchy
      tab appears.
      image2018-11-20_17-35-46.png
    • Select
       Portfolio Item
       to integrate with 
      CA Agile Central
       portfolio items. The
      Integration Policy
      tab appears.
      image2018-11-20_17-36-5.png
  7. 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.
    • 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
      .
  8. Click
    Save
    .
  9. Depending on the type of integration you create, complete one or both of the following tasks:
    1. To integrate with 
      CA Agile Central
       investments, complete the steps described in 
      Define the Portfolio Item Hierarchy
      .
    2. To integrate with 
      CA Agile Central
       portfolio items, complete the steps described in 
      Define the Integration Policy
      .
 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.
Verify the PPM URL Appears in Agile Central
  1. Log in to Agile Central.
  2. Click
    Setup
    from the top right in the navigation bar.
  3. Click the
    Workspaces & Projects
    tab.
  4. To the right of the workspace click
    Edit
    .
  5. On the
    Edit Workspace
    page, scroll down to the
    Integrations
    section.
  6. Verify the correct
    Clarity PPM
     URL appears in the PPM URL field. After you define the integration in
    Clarity PPM
    , the PPM URL field is populated in Agile Central. 
    Agile Central generates
    Clarity PPM
     fields for the integrated investment work item type.
    image2018-12-4_12-46-30.png
Define the Portfolio Item Hierarchy (Investment-Level Integrations Only)
If you are integrating with investments, complete the steps in this section.
On the
 Portfolio Item Hierarchy
 tab, specify the portfolio items and their hierarchy levels or ordinals that you want associate with 
CA Agile Central
 investments.
The integration uses the Ordinal field values as follows:
  • Associates a portfolio item type with a position in the portfolio item hierarchy.
  • Determines which Agile Summary page to display for the tasks. 
  • Determine the type of work item or portfolio item allowed for parents and children.
The Ordinal field value starts with 0 for the lowest level of portfolio item (such as Feature), and increments by 1 for each portfolio item type as you go up in the hierarchy. As an administrator, you are responsible for creating the portfolio hierarchy data in 
Clarity PPM
Follow these steps:
  1. Click
    New
    to create one row for each level in the portfolio item hierarchy that exists in the Agile Central workspace. You can add, delete, or update levels.
  2. Enter the portfolio item type name such as epic, initiative, or feature. The value must match exactly the portfolio item type name in the Agile Central workspace.
  3. Enter the portfolio item type hierarchy level or ordinal as it is defined in the workspace. See
    Get Portfolio Item Type Ordinals
     in Get Agile Central Integration ID Values.
  4. (Optional) Select the 
    Create and Sync Portfolio Items
     flag to bring the portfolio item level to 
    Clarity PPM
     as a task when the sync job runs. Select only the levels that are needed. You can skip levels in the hierarchy.
Define the Integration Policy (For Portfolio Item Integrations Only)
If you are integrating with portfolio items, complete the steps in this section.
The documentation reflects a 
CA Agile Central
 portfolio hierarchy that is available and supported by default.
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.
We recommend that you do not change the value for the
Portfolio Item Type Map
fields for projects and tasks after the initial synchronization. Changing either value can break the connection with 
CA Agile Central
 
Follow these steps
  1. On the
    Integration Policy
    tab, define the following integration policy details:
    • Portfolio Item Type Map (Project): 
      Defines the portfolio item type that you want to map to PPM projects (for example, initiative). You can map a project to any level in the 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 portfolio item type that you want to map to PPM tasks (for example, feature). The portfolio item type must be at a lower 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
        . When PPM tasks are flagged to synchronize, tasks that you create in 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. When configured to synchronize, tasks that you create in 
        Clarity PPM
         are synchronized with 
        CA Agile Central
         features. Any features that you create in 
        CA Agile Central
         are synchronized with 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
    • Default Agile Central Project ID: 
      Defines the default project ID (the agile team ID) to use when a portfolio item (for example, an initiative) is created in 
      CA Agile Central
  2. Click 
    Save
    .
To get the owner or project ID, see Get Agile Central Integration ID Values
Define the Agile Integration Owner
Define a 
Clarity PPM
 user as the Agile Integration Owner who can schedule and run the background sync jobs. The jobs sync data between 
CA Agile Central
 investments, portfolio items, and 
Clarity PPM
 projects and tasks. The jobs also create investments and other portfolio items in 
CA Agile Central
 based on 
Clarity PPM
 projects.
Assign the required access rights to the Agile Integration Owner so they can update the project and associated team and tasks. If the agile summary pages for the project and tasks are secured, assign the secure subpage rights to the Agile Integration Owner.
Follow these steps:
  1. In Classic PPM, 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
    • Project - Edit Management
      (for specific projects, or for all projects)
  4. Assign the following access rights to the integration owner for investment type integrations:
    • Agile Central Investment - Create
    • Agile Central Investment - Edit All
  5. Assign the following access rights to the integration owner for portfolio item type integrations:
    • Portfolio Item Type - Create
    • Portfolio Item Type - Edit All
    • Portfolio Item Type - View All
    • Portfolio Item Type - XOG Access
  6. Depending on what data you are pulling from
    CA Agile Central
     to send to 
    Clarity PPM
    , assign the following additional rights:
    • 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 jobs to run at scheduled intervals:
  • Create Agile Central Investments:
     Run this job to create investments in CA Agile Central using information from the PPM project. Use the job for integrating with CA Agile Central investments.
  • Synchronize Agile Central:
     Run this job to synchronize PPM projects with 
    CA Agile Central
     portfolio items and investments. Use the job for integrating with CA Agile Central investments and portfolio items.
The jobs read through all
Clarity PPM
 projects that have the Synchronize option selected and an Agile System defined in their agile summary. See Jobs Reference for details.
Configure the Ability to Run the Synchronization Job from Inside a Project
As a project manager, you can run the Synchronize Agile Central job directly from an active project using the Actions menu. With this option, you do not need the access rights to run jobs or view job output. When you click this option from inside an open sync-ready project, you are granted instance-level access rights to the job.
Only the project where 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 (Project2020-1234). 
Administrators do not have access to the output of the action-menu-driven jobs. The Synchronize Agile Central menu item is not available by default from the Actions menu of a project. The action is available as part of the Agile add-in items installed 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 application displays content items with an
    Upgrade Ready
    status. To protect your configuration, content items in the add-in are not automatically installed.
    image2018-11-20_16-35-8.png
  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 Clarity PPM Studio Menus and Links.
  5. Open the project properties and from the
    Actions
    menu, select
    Synchronize Agile Central
    .
Configure Integration 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
Clarity 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 Blueprints for Projects and Investments for details.
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
Both
agl_integration
Integration Vendor = Agile Central
Integration Policy
Portfolio Item
 agl_pi_policy
Integration Vendor = Agile Central and Integration Type = Portfolio Item
Portfolio Item Hierarchy
Investment
 agl_port_item_type
Integration Vendor = Agile Central and  Integration Type = Investment
When you apply the add-in, the following configurations become available for the integration views:
5
5
Agile Central (Portfolio Item or Investment)
The following table lists the fields on the Agile Central page for both integration types. 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
Clarity PPM
Task - Create Defaults
Task Open for Time Entry
N/A
Clarity PPM
Task Cost Type
N/A
Clarity PPM
Task Charge Code
N/A
Clarity 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
Clarity PPM
Portfolio Item Type Map (Task)
N/A
Clarity PPM
Create and Sync Tasks
N/A
Clarity PPM
Create Direction
N/A
Clarity PPM
Default Agile Central Owner ID
N/A
Clarity PPM
Default Agile Central Project ID
N/A
Clarity PPM
Team - Create Defaults
Create and Sync Team
N/A
Clarity PPM
Team Open for Time Entry
N/A
Clarity PPM
Portfolio Item Hierarchy (Investment)
The following table lists the fields on the Portfolio Item Hierarchy page for the Investment integration type. See 
Define the Integration Attributes
 in this article for details about the fields.
Field
Corresponding Field in Agile Central
System of Record
Portfolio Item Type
Portfolio Item
Agile Central
Ordinal
Ordinal
Agile Central
Create and Sync Portfolio Items
N/A
Clarity 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
Both
project_agl_integration_settings
N/A
Agile Summary - Portfolio item Integration
Portfolio Item
agl_integration
Project Integration Type <> investment
Agile Summary - Investment Integration
Investment
agl_inv_integration
Project Integration Type = investment
Properties - General
Both
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.
When you apply the add-in, the following configurations become available for the project views:
Project Agile Integration Settings (Portfolio Item or Investment)
The following table lists the fields on the Project Properties Main - Settings page for both integration types. 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 for the Portfolio Item integration type.
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
Clarity PPM
See
Review Integration Status for Synchronized Projects
in this article for details about this field.
Last Agile Sync Status
N/A
Clarity PPM
See
Review Integration Status for Synchronized Projects
in this article for details about this field.
Project Agile Summary - Investment Integration
The following table lists the fields on the Project Agile Summary page for the Investment integration type. See 
Synchronize a CA PPM Project with CA Agile Central Investments
 in this article for details about the fields.
Section
Field
Corresponding Field in Agile Central
System of Record
Agile Central Investment
Create Agile Central Investment
N/A
Clarity PPM
Last Agile Investment Created Date
N/A
Clarity PPM
Last Agile Investment Status
N/A
Clarity PPM
Agile Central Investments
N/A
Clarity PPM
Sync Job Information
Last Agile Sync Date
N/A
Clarity PPM
Last Agile Sync Status
N/A
Clarity PPM
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
Investment
agl_inv_integration
Task Ordinal > 0 and Task Story ID = null
Task Agile Summary
Investment
agl_inv_integrationLowest
Task Ordinal = 0 and Task Story ID = null
Task Agile Summary
Both
agl_integrationStory
Task Story ID IS NOT 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
Clarity PPM
When the check box is selected, the 
Clarity PPM
task is created in Agile Central as a portfolio item. This behavior occurs when tasks are configured to synchronize in the PPM-to-AC direction or the bidirectional mode (but not when tasks are synchronized in the AC-to-PPM direction).
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 Estimate
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 Score
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 (Investment)
Depending on the portfolio item hierarchy level (theme, epic, initiative, or feature), the corresponding Agile Summary page appears listing the relevant sections and fields.
The following table lists the fields on the Agile Summary page for a portfolio item.
Portfolio Item Hierarchy Level
Section
Field
Corresponding Field in Agile Central
System of Record
All (Theme, Epic, Initiative, Feature)
General
Portfolio Item ID
ID
Agile Central
Portfolio Item Type
Portfolio Item
Agile Central
Parent Portfolio Item ID
Parent ID
Agile Central
Parent Portfolio Item Type
Type
Agile Central
Agile Central Investments
Name
Agile Central
Agile State
State
Agile Central
Agile Preliminary Estimate
Preliminary Estimate
Agile Central
All (Theme, Epic, Initiative, Feature)
Planning
Agile Investment Category
Investment Category
Agile Central
Agile Value Score
Value Score
Agile Central
Agile Risk Score
Risk Score
Agile Central
WSJF Score (SAFe scoring attribute)
WSJF Score
Agile Central
All (Theme, Epic, Initiative, Feature)
Schedule
Agile Planned Start
Planned Start Date
Agile Central
Agile Planned Finish
Planned End Date
Agile Central
Agile Milestones
Milestones
Agile Central
Feature
Schedule
Agile Actual Start
Actual Start
Agile Central
Agile Actual Finish
Actual Finish
Agile Central
Agile Release
Release
Agile Central
Feature
Story Metrics
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
Percent Done By Story 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
Percent Done by Story Count
Agile Central
Task Agile Summary (Portfolio Item or Investment)
The following table lists the fields on the Agile Summary page for a user story:
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 (gray)
Agile Milestones
Milestones
Both
Agile Central
Story Metrics
Estimated Story Points
Total Story Points
Both
Agile Central
Configure Integration Details in CA Agile Central
Set Up An Agile Central API Key
An API key is similar to a password and should be protected. Do not share API keys, store them in source code, or send them over insecure channels. An API key is useful for simple interactions with the CA Agile Central API, such as a connector that is not a web application. If you believe an API key has been compromised, either reset it or delete it.
  1. Click
    Create New API Key.
  2. Enter a
    Description
    .
  3. Select the
    Full Access
    check box and click
    Create
    .
  4. Retrieve the API Key found under My Keys. 
Get the Integration Instance Workspace ID
This value defines the integration instance for the connection from PPM to Agile Central. For example, this value might represent the CA Agile Central workspace ID (this value would be the highest level).
  1. Select
    Workspace
    under
    Object Model
    on the left side.
    image2018-12-4_13-0-47.png
  2. Select the
    Fetch full objects
    and
    Beautified JSON output
    check boxes.
  3. Click
    Query
    .
  4. In the new window, retrieve the
    Object ID
    image2018-12-4_13-10-25.png
Get the Integration Instance Project ID
The steps are similar to the steps above for a workspace ID.
  1. Search Agile Central for the parent project name that you want to use with the integration.
    image2018-12-4_13-17-57.png
  2. Select
    Project
    under Object Model on the left side.
  3. Select the 
    Fetch full objects
     and 
    Beautified JSON output
     check boxes.
  4. Click 
    Query
    .
  5. In the new window, search using your browser find on page feature for the Project name, for example, ACPPM-IntegrationProject1.
  6. Retrieve the Project ID:
    image2018-12-4_13-35-15.png
  7. Within the Project, scroll down to the section that contains
    _type: User
     and retrieve the Owner ID (refObjectUUID):
    image2018-12-4_13-36-25.png
Associate a
Clarity PPM
 Project with an Agile Central Investment (Not Supported)
The following behavior is not supported. Because users might be able to see these new options (as SaaS products,
Clarity PPM
and Agile Central often roll out new features), they might attempt to perform these steps in Agile Central; however, the PPM project cannot show the new relationship.
  1. Log in to CA Agile Central.
  2. From the
    Portfolio
    menu, select the Investments page.
  3. On the Investments summary page, select an investment.
  4. On the investment detail page, click the … (actions) menu and select
    Connect PPM Project
    .
  5. Enter your login credentials associated with your PPM instance.
  6. Select a PPM project from the project picker and click
    Save
    .
    image2018-12-4_12-49-57.png
  7. Your PPM project information appears on the investment detail page:
    image2019-3-25_12-17-12.png
Agile Central might show new custom fields to display PPM project details inside Agile Central investments. This functionality is still pre-beta. Those fields exist; however, Clarity PPM does not populate them with data. A future release is expected to resolve this. Currently, the only supported place for associating PPM projects with AC investments is from inside
Clarity PPM
Synchronize a PPM Project with Agile Central Investments
The business stakeholders approve a project to fund a set of features that the product development team can execute. The PMO either creates or updates an existing project in
Clarity PPM
, defines the budget, and links it to the Agile Central system.
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
    Settings
    .
  4. In the 
    Agile
     
    Integration
     section, complete the following information and save:
    • Select the 
      Synchronize
       check box to link the 
      Clarity PPM
       project to 
      CA Agile Central
       investments.
    • (Optional) 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 investment integration that the system administrator has configured. If you do not select an agile system, the project is not synchronized.
    • In 
      Investment Type
      , select 
      Investment
      . The Investment option becomes available only after you select the agile system. 
      image2018-11-21_13-41-21.png
      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 screenshot above, note that you can also use blueprints in the Modern UX to configure these project settings.)
  5. Click 
    Properties
    Agile Summary. 
    In the 
    Agile Central Investment
     section, browse and select the Agile Central investments that you want to synchronize with the
    Clarity PPM
     project. Only the Agile Central investments that were created in PPM and not already associated with another PPM project appear.
  6. As another option, you can also initiate the creation of an Agile Central investment in PPM as follows:
    1. In 
      Create Agile Central Investment, 
      enter a name for the Agile Central investment.
    2. Run the Create Agile Central Investments job. When the job executes successfully, the investment gets created in Agile Central with the PPM project start and end dates. CA PPM updates the following fields:
      • The Create Agile Central Investment field is cleared.
      • The Agile Central Investments field shows the name of the Agile Central investment that was created and associated with the project.
      • Last Agile Investment Created Date. The field shows the date when the last Agile Central investment was created.
      • Last Agile Investment Status. The field shows a message indicating that the Agile Central investment was successfully created.
      The new investment is stored in the Agile Central Investment master object in 
      Clarity PPM
       Studio. Do not edit this master object in
      Clarity PPM
       since the system of record for the data is Agile Central. Agile Central investment data only flows from Agile Central to PPM. You can view the investment instances created in PPM under Home, Custom Objects, Agile Central Investments.
    3. In Agile Central, associate your new Agile Central investment to portfolio items. You can only associate those portfolio items that are at the lowest level in the portfolio item hierarchy.
  7. In PPM, run the Synchronize Agile Central job to bring in the relevant Agile Central investment portfolio item hierarchy into
    Clarity PPM
     as tasks.
Synchronize a
Clarity PPM
 Project with Agile Central Portfolio Items
After the integration is configured, the project manager can synchronize 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
To learn how the Synchronize Agile Central job updates 
Clarity PPM
 and 
CA Agile Central
 for each integration direction, see Jobs Reference.
AC-to-PPM Direction
Follow these steps
:
  1. Click
    Home
    ,
    Portfolio Management
    ,
    Projects
    .
  2. Open the project that you want to synchronize with 
    CA Agile Central
    .
  3. Click 
    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.
    • (Optional) 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 AC-to-PPM integration direction, the Synchronize Agile Central job ignores the Synchronize attribute value on tasks. The job does not create portfolio items in Agile Central from
Clarity PPM
tasks.
PPM-to-AC 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, 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.
    • (Optional) 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 (Portfolio Item, in this example). The options become 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 bidirectional integrations, features (and user stories if configured in the project) from
CA Agile Central
 are brought in as tasks and subtasks in
Clarity PPM
. Tasks from 
Clarity PPM
 are pushed to
CA Agile Central
 as portfolio items. 
In
Clarity PPM
, select the
Synchronize
check box for 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 projects with the latest status details from
CA Agile Central
in Portfolio Item type integrations. In all configured task synchronization directions (AC-to-PPM, PPM-to-AC, or bidirectional) the behavior is the same.
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 in Portfolio Item Integrations
The following diagram shows how the Synchronize Agile Central job updates
Clarity PPM
 tasks with latest status from
CA Agile Central
in all integration directions:
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 PPM task start and finish dates match the planned start and end dates of the portfolio item. If both the actual and planned dates are not defined for the portfolio item, the project start and finish dates are used to define the
Clarity PPM
 task start and finish dates.
Synchronize 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 the project Settings page to bring in user stories to
Clarity PPM
 as tasks.
Where you trigger the synchronization determines your results:
  • When the Synchronize Agile Central job is triggered by a user clicking the project action menu, the user stories show as subtasks of the parent portfolio item (for example, feature) mapped tasks in 
    Clarity PPM
    .
  • When the Synchronize Agile Central job is run independently from the Reports and Jobs page, the user stories appear as tasks and not subtasks in the project.
If the parent task has assignments, the story tasks show at the same level as the parent task (not as subtasks) 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 child stories, they are also brought in to
    Clarity PPM
    as tasks at the same level as the parent stories.
See Jobs Reference for details that explain how the Synchronize Agile Central job synchronizes user stories with tasks for each integration direction.
Synchronize Teams in Portolio Item Integrations
If you select the Create and Sync Team option for the portfolio item integration type, users (or collaborators) 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 already exist as 
    Clarity PPM
    resources, they show up directly on the project team staff page. 
  • If the 
    CA Agile Central
    users do not already exist in 
    Clarity PPM
     as resources, they appear listed on the Missing Resources portlet.
As an administrator, you 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 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 teams are reflected in
Clarity PPM
 when the Synchronize Agile Central job runs.
The Missing Resources portlet does not appear by default on any application page. You can configure the
Overview: General
page or any other page to add the Missing Resources portlet using the Manage my Tabs option. See Personalize Clarity PPM.
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 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.
You are in the
Synchronize a PPM Project with Agile Central Portfolio Items
section. The documentation in this section applies only to integrations with 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 portfolio item integrations in any 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
, clear the Synchronize check box for the 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. 
Follow these steps
  1. Click 
    Home
    ,
     Portfolio Management
    ,
     Projects
    .
  2. Open an integrated project and select 
    Properties
    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.
Troubleshooting Common Agile Integration Issues
Problem
: 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.
Solution
: 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.
Problem
: Sometimes an integration error happens because a linked portfolio item (for example, an initiative) is deleted in
CA Agile Central
.
  • In this case, an error message appears when you run the Synchronize Agile Central job.
  • In the PPM project, the Synchronize check box gets unchecked and the sync status indicates a failure in the synchronization. 
Solution
: Relink the project to a new 
CA Agile Central
portfolio item to renew the connection.
Assuming you link PPM projects to Agile Central initiatives and PPM tasks to Agile Central features, the following behavior is normal. When a 
CA Agile Central
feature is moved to a different initiative, the corresponding task in the 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 only if 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.