Integrate CA PPM with Microsoft Project (MSP) or Open Workbench (OWB)

You can install optional client applications including CA Open Workbench (OWB) and Microsoft Project (MSP). Common installation scenarios, including silent installations, are included.
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You can install optional client applications including CA Open Workbench (OWB) and Microsoft Project (MSP). Common installation scenarios, including silent installations, are included.
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Common Client Application Installation Scenarios
Here are the most common client application installation scenarios:
  • Local:
     Files are installed locally on the user client workstation.
  • Admin:
     Files are installed on a network drive for client installation.
  • Client:
     Most files remain on a network shared drive (a minimum number of files are installed on the user client workstation).
  • Push:
     A third-party tool, such as Microsoft SMS or IBM Tivoli, is used to distribute the client application as either a local or client installation.
The following table identifies the installation types that apply to different scenarios:
Scenario
Local
Admin
Client
Push
Install Client Applications from CA PPM
Yes
No
No
No
Install Client Applications from the CA PPM Installation Media
Yes
Yes
No
No
Install Client Applications from the File Server
Yes
No
Yes
Yes
 
Install Client Applications from
Clarity Project and Portfolio Management (PPM)
You can download and install Open Workbench and the 
Clarity Project and Portfolio Management (PPM)
 Microsoft Project Interface from 
Clarity Project and Portfolio Management (PPM)
.
Follow these steps:
  1. Log in to 
    Clarity Project and Portfolio Management (PPM)
    .
  2. Open Home, and from Personal, click Account Settings.
  3. Click Software Downloads.
  4. Download one of the following applications:
    • Open Workbench
    • Clarity Project and Portfolio Management (PPM)
       Microsoft Project Interface. Click the download link for Microsoft Project Interface x86 or x64, depending on your version of Microsoft Project. You need the
      Software Download - Microsoft Project Interface
      access right to download the software.
    You can save the file to a local drive or you can start the installation. If you save the file, continue with the next step. Otherwise, follow the on-screen instructions.
  5. To install Open Workbench or the Microsoft Project Interface, run the following command:
    • Open Workbench
      :
      <download drive>:\<downloadpath>\wbsetup.exe
    • Clarity Project and Portfolio Management (PPM)
      Microsoft Project Interface
      :
      <download drive>:\<downloadpath>\mspsetup.exe
Microsoft Project uses a settings file (global.mpt) that is applicable to one user. If you have multiple users on one computer, instruct each user to download and install the 
Clarity Project and Portfolio Management (PPM)
 Microsoft Project Interface.
Silent Installation of Microsoft Project Interface From
Clarity Project and Portfolio Management (PPM)
You can download and install the
Clarity Project and Portfolio Management (PPM)
 Microsoft Project Interface from 
Clarity Project and Portfolio Management (PPM)
. The download package includes the Microsoft Project Interface with two installation drivers (new and legacy) and Schedule Connect.
Follow these steps:
  1. Log in to 
    Clarity Project and Portfolio Management (PPM)
    .
  2. Open Home, and from Personal, click Account Settings.
  3. Click Software Downloads.
  4. Click the download link for Microsoft Project Interface (x86) or Microsoft Project Interface (x64), depending on your version of Microsoft Project.
    You can save the file to a local drive or you can start the installation. If you save the file, continue with the next step. Otherwise, follow the on-screen instructions.
  5. Run the following command and install the application:
    <download drive>:\<downloadpath>\mspsetup.exe
  6. Navigate to the %Program Files%\
    Clarity Project and Portfolio Management (PPM)
    Setups folder. Copy the consetup.exe and mspsetup.exe files in the folder.
  7. Log in to the computer where you want to install the Microsoft Project Interface.
  8. Copy the consetup.exe and mspsetup.exe files to this computer.
  9. Run the following commands to complete one of the following steps:
    • Install the application.
      mspsetup.exe /s /v/qn consetup.exe /s /v/qn
    • Install the application and generate the installation logs in the current directory.
      mspsetup.exe /s /v"/qn /log mspsetup.log" consetup.exe /s /v"/qn /log mspsetup.log"
      The log files are saved in the current directory of the process running the commands.
    • Install the application and generate logs in a specific folder.
      mspsetup.exe /s /v"/qn /log c:\mylogs\mspsetup.log" consetup.exe /s /v"/qn /log c:\mylogs\mspsetup.log"
Silent Installation of Open Workbench From
Clarity Project and Portfolio Management (PPM)
Follow these steps:
  1. Log in to 
    Clarity Project and Portfolio Management (PPM)
    .
  2. Open Home, and from Personal, click Account Settings.
  3. Click Software Downloads.
  4. Click the Open Workbench link and download the application.
    You can save the file to a local drive or can start the installation. If you save the file to disk, continue to the next step. Otherwise, follow the on-screen instructions.
  5. Run the file and install the application:
    <download drive>:\<downloadpath>\wbsetup.exe
  6. Navigate to the %Program Files%\
    Clarity Project and Portfolio Management (PPM)
    Setups folder. Copy the consetup.exe and owbsetup.exe files in the folder.
  7. Log in to the computer where you want to install Open Workbench.
  8. Copy the .exe files to this computer.
  9. Run the following commands to complete any of these steps:
    • Install the application.
      owbsetup.exe /s /v/qn consetup.exe /s /v/qn
    • Install the application and generate installation logs in the current directory.
      owbsetup.exe /s /v"/qn /log owbsetup.log" consetup.exe /s /v"/qn /log owbsetup.log"
      The log files are saved in the current directory of the process running the commands.
    • Install the application and generate logs in a specific folder.
      owbsetup.exe /s /v"/qn /log c:\mylogs\owbsetup.log" consetup.exe /s /v"/qn /log c:\mylogs\owbsetup.log"
 
Install Client Applications From the 
Clarity Project and Portfolio Management (PPM)
 Installation Media
You can install Open Workbench or the 
Clarity Project and Portfolio Management (PPM)
 Microsoft Project Interface with 
Clarity Project and Portfolio Management (PPM)
 Schedule Connect from the 
Clarity Project and Portfolio Management (PPM)
 installation media.
To install a client application from the 
Clarity Project and Portfolio Management (PPM)
 installation media, navigate to the following directory:
  • Open Workbench
    <drive containing the downloaded installation media>:\Clients\Open Workbench\owbsetup.exe
  • Clarity Project and Portfolio Management (PPM)
     Microsoft Project Interface
    <drive containing the downloaded installation media>:\Clients\MSPInterface\Legacy\mspsetup.exe or <drive containing the downloaded installation media>:\Clients\MSPInterface\New\mspsetup.exe
  • (Optional) To reinstall 
    Clarity Project and Portfolio Management (PPM)
     Schedule Connect separately:
    <drive containing the downloaded installation media>:\Clients\ScheduleConnect\consetup.exe
 
Install Client Applications From a File Server
You can install Open Workbench or the
Clarity Project and Portfolio Management (PPM)
 Microsoft Project Interface with 
Clarity Project and Portfolio Management (PPM)
 Schedule Connect from the file server by creating a network installer. The process extracts all files and copies them to the network location. To remove a file server installation, delete the files from the network drive on which you installed them.
Installation Considerations
  • Be sure to install each client into its own empty network directory. Choose any drive to which you have write access.
  • No registry settings are changed. No programs are registered as installed on the system.
Before you begin, verify that you downloaded Open Workbench or Microsoft Project Interface (x86) or (x64).
Follow these steps:
  1. Download the applications from the 
    Clarity Project and Portfolio Management (PPM)
     installation media and create a network installer by running one of the following installation scripts:
    • Open Workbench
      <drive containing the downloaded installation media>\Clients\Open Workbench\Owbsetup.exe /a
    • Clarity Project and Portfolio Management (PPM)
       Microsoft Project Interface
      <drive containing the downloaded installation media>\Clients\ MSPInterface\Legacy\mspsetup.exe /a or <drive containing the downloaded installation media>\Clients\ MSPInterface\New\mspsetup.exe /a
    • Clarity Project and Portfolio Management (PPM)
       Schedule Connect
      <drive containing the downloaded installation media>\Clients\ScheduleConnect\scheduleconnectsetup.exe /a
    The files are extracted and copied to the network folder.
  2. Execute the following command:
    msiexec /package "CA Clarity PPM Microsoft Project Interface.msi"/qn INSTALLDIR=p:\yourinstalldir
  3. Follow the on-screen instructions.
  4. Perform the push client application installation.
Client Application Installation Types
After you install the client applications from the file server, you can install the client applications from the network drive. The file server installation supports the following types of installations:
  • Local
  • Client workstation
  • Push
Install Client Applications Locally or From a Client Workstation
Before you begin, verify that you downloaded Open Workbench or Microsoft Project Interface (x86) or (x64).
Follow these steps:
  1. Start one of the following installation processes:
    • Open Workbench
      \\<fileserver>\clarity\owbsetup.exe
    • Clarity Project and Portfolio Management (PPM)
       Microsoft Project Interface
      \\<fileserver>\clarity\mspsetup.exe
    • Clarity Project and Portfolio Management (PPM)
       Schedule Connect
      \\<fileserver>\clarity\consetup.exe
  2. Specify one of the following installation options:
    You can change this option only when running from an Administrative installation.
    • Install Local. Open Workbench or the
      Clarity Project and Portfolio Management (PPM)
      Microsoft Project Interface is installed locally on your hard drive.
    • Run from the Network. Open Workbench or the
      Clarity Project and Portfolio Management (PPM)
      Microsoft Project Interface is installed on the network or on your workstation.
      You cannot select this option if you run the installation from the
      Clarity Project and Portfolio Management (PPM)
      Installation media.
  3. If you selected
    Run From the Network
    , select Data and indicate where to create the data directory to specify where to install the client applications on the local workstation.
    The data directory is always installed locally for Open Workbench even if you select
    Run From the Network
    .
  4. Perform any of the following actions:
    1. To change the default setting from
      Install Local
      to
      Run From the Network
      :
      msiexec /I "Open Workbench.msi" ADDSOURCE=ALL
    2. To force the default value to
      Install Local
      :
      msiexec /I "Open Workbench.msi" ADDLOCAL=ALL
    3. To overwrite the default installation directory that is contained in the setup file:
      msiexec /I "Open Workbench.msi" INSTALLDIR=C:\DEFAULT\DIR
      The default installation directory is overwritten and a different installation directory is used.
Perform Push Client Application Installations
First install your client applications from a file server before performing the push client application installation. Use the command-line properties in the following table, or an .MST file, to modify the .msi setup scripts. You can use an .MST to add or change registry keys including those listed in the following table. This table lists the registry keys that you can use to facilitate a push installation or silent install. This is not intended to be an exhaustive list. The listed registry keys are the primary items that are most likely to be used during a push installation.
Use the values in this table to set the default values for a push installation. This global approach is often used in place of the Microsoft Transform (MST) solution.
Example:
HKEY_CURRENT_USER\Software\Niku\Schedulers\Host="myclarityhost"
Registry Group
HKEY_CURRENT_USER\Software\Niku\Schedulers
Registry Key
Value
Command-Line Property
LoginName
Clarity Project and Portfolio Management (PPM)
user name
NIKUUSER
Host
Clarity Project and Portfolio Management (PPM)
server name
NIKUHOST
ProxyHost
Proxy server name
NIKUPROXY
ProxyLoginName
Proxy server user name
NIKUPROXYUSER
ProxyPassword
Proxy server password
NIKUPROXYPASSWORD
HostPort
Clarity Project and Portfolio Management (PPM)
port (defaults to 80 when set to 0)
NIKUPORT
ProxyHostPort
Proxy server port (this field is left empty when set to "0")
NIKUPROXYPORT
UseSSL
Use Secure Sockets Layer (0 = False, 1 = True)
NIKUSSL
Create a .MST File
For these registry keys, string entries are left empty by default while dword entries are zero (0) by default (except for HostPort, which defaults to 80). You can set each value using the command line during an installation in the same way that you can set the INSTALLDIR property.
Example 1
msiexec /I "CA Clarity PPM Schedule Connect.msi" NIKUHOST=myserver NIKUPORT=8080
Example 2
This example shows quotation marks around the string to pass two properties, NIKUHOST and NIKUPORT.
consetup.exe /v"NIKUHOST=myserver NIKUPORT=8080"
When the user logs in to 
Clarity Project and Portfolio Management (PPM)
from Open Workbench for the first time, the server and port addresses contain the correct values.
Example 3
To pass a path to a property, consider the following example.
Enter the quotation marks that contain the path and the entire path on one line.
consetup.exe /v"INSTALLDIR=\"d:\My Install Dir\" NIKUHOST=myserver NIKUPORT=8080"
Follow these steps:
  1. Make a copy of Open Workbench.MSI and assign it a unique name.
  2. Open the new file in a tool, such as Orca, that can modify msi files.
  3. Modify the file to add or change registry settings and to set global properties.
  4. Use the Microsoft Windows Installer SDK to create the mst file.
    See the Microsoft Windows Installer SDK documentation for details.
Remove Client Applications
You can remove any of the following client applications using Add or Remove Programs on the Microsoft Windows Control Panel:
  • CA Open Workbench
  • Clarity Project and Portfolio Management (PPM)
    Microsoft Project Interface
  • Clarity Project and Portfolio Management (PPM)
    Schedule Connect
  • Clarity Project and Portfolio Management (PPM)
    XML Open Gateway
See the Microsoft Windows online help for assistance.