CA PPM Project Sites

The Microsoft SharePoint Connector uses project sites.  project sites are an extension of a  project. Project sites are used for collaborative project activities of team members associated with projects that are managed in . You can create project sites that help all team members and other project stakeholders track the progress of the project and collaborate with each other.
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The Microsoft SharePoint Connector uses
Clarity Project and Portfolio Management (PPM)
project sites.
Clarity Project and Portfolio Management (PPM)
 project sites are an extension of a
Clarity Project and Portfolio Management (PPM)
 project. Project sites are used for collaborative project activities of team members associated with projects that are managed in
Clarity Project and Portfolio Management (PPM)
. You can create project sites that help all team members and other project stakeholders track the progress of the project and collaborate with each other.
Microsoft SharePoint Connector Site Templates
The customized Microsoft SharePoint site templates provide you with a starting point for creating sites that bind to a 
Clarity Project and Portfolio Management (PPM)
 server and display data from a 
Clarity Project and Portfolio Management (PPM)
 project. You can tailor the templates to match your needs using standard SharePoint and 
Clarity Project and Portfolio Management (PPM)
 capabilities. You can also create other templates to give you flexibility when creating sites for different kinds of projects or different communities. Use the template to create sites named 
Clarity Project and Portfolio Management (PPM)
 project sites.
To create or modify 
Clarity Project and Portfolio Management (PPM)
 project sites, add and remove 
Clarity Project and Portfolio Management (PPM)
 Web Parts or other standard, custom, and third-party Web Parts. For the same purpose, you can also use other templates created by modifying the existing templates.
The following site template is included with Microsoft SharePoint Connector:
  • CA Clarity Project Site
    The site template contains the basic features to manage a 
    Clarity Project and Portfolio Management (PPM)
     project site. For example, sites that bind to a 
    Clarity Project and Portfolio Management (PPM)
     server and display information from a 
    Clarity Project and Portfolio Management (PPM)
     project. The following features are included:
    • Documents. Use documents to create a document library where you can upload and store local SharePoint documents.
    • Sites. Contains all the sites created as children of the 
      Clarity Project and Portfolio Management (PPM)
       project site.
    • Administration. Use to manage site users and permissions.
    • Clarity Project and Portfolio Management (PPM)
       Binding. Use to change the 
      Clarity Project and Portfolio Management (PPM)
       server binding parameters.
Advantages of Using
Clarity Project and Portfolio Management (PPM)
 Project Sites
  • All the parameters that you specify when creating a 
    Clarity Project and Portfolio Management (PPM)
     project site are automatically inherited by the 
    Clarity Project and Portfolio Management (PPM)
     Web Parts that you add to it. You do not have to configure individual 
    Clarity Project and Portfolio Management (PPM)
     Web Parts as you would have to in a non-
    Clarity Project and Portfolio Management (PPM)
     project site.
  • To bind a 
    Clarity Project and Portfolio Management (PPM)
     project site to a different 
    Clarity Project and Portfolio Management (PPM)
     server, change the binding properties of the 
    Clarity Project and Portfolio Management (PPM)
     project site from a single location in the site by using the 
    Clarity Project and Portfolio Management (PPM)
     Binding feature. All 
    Clarity Project and Portfolio Management (PPM)
     Web Parts added to the 
    Clarity Project and Portfolio Management (PPM)
     project site automatically inherit the new binding properties. Therefore, reconfiguring individual 
    Clarity Project and Portfolio Management (PPM)
     Web Parts is not required.
Clarity Project and Portfolio Management (PPM)
 Server Binding Parameters
While creating a 
Clarity Project and Portfolio Management (PPM)
 project site, provide the following parameters to bind the site to a 
Clarity Project and Portfolio Management (PPM)
 server:
  • Clarity Project and Portfolio Management (PPM)
     server URL
  • Clarity Project and Portfolio Management (PPM)
     user account parameters:
    • Clarity Project and Portfolio Management (PPM)
       user name. The
      Clarity Project and Portfolio Management (PPM)
       proxy user name that is assigned to the 
      Clarity Project and Portfolio Management (PPM)
       project site
    • The password that is associated with the 
      Clarity Project and Portfolio Management (PPM)
       user account
Additionally, you must provide the ID of the 
Clarity Project and Portfolio Management (PPM)
 project to access. The project ID that you provide is used to filter sub-objects that belong to the 
Clarity Project and Portfolio Management (PPM)
 project. Also, restricts the Studio queries that you write to execute on the particular project to which the 
Clarity Project and Portfolio Management (PPM)
 project site binds.
The 
Clarity Project and Portfolio Management (PPM)
 Web Parts that you add to 
Clarity Project and Portfolio Management (PPM)
 project sites inherit the parameters. Because of this, a 
Clarity Project and Portfolio Management (PPM)
 project site can be associated with only one project in 
Clarity Project and Portfolio Management (PPM)
.
After you create a 
Clarity Project and Portfolio Management (PPM)
 project site, you can change the 
Clarity Project and Portfolio Management (PPM)
 server binding properties of the site to bind the site to a project on a different 
Clarity Project and Portfolio Management (PPM)
 server. You can change the 
Clarity Project and Portfolio Management (PPM)
 server binding properties on the
Clarity Project and Portfolio Management (PPM)
 Binding page.
The site properties of non-
Clarity Project and Portfolio Management (PPM)
project sites do not include
Clarity Project and Portfolio Management (PPM)
server binding parameters. Therefore, the
Clarity Project and Portfolio Management (PPM)
Web Parts that are added to non-
Clarity Project and Portfolio Management (PPM)
project sites cannot inherit the
Clarity Project and Portfolio Management (PPM)
server binding parameters from the site. When configuring
Clarity Project and Portfolio Management (PPM)
Web Parts on non-
Clarity Project and Portfolio Management (PPM)
project sites, explicitly provide the parameters to bind a
Clarity Project and Portfolio Management (PPM)
Web Part to a
Clarity Project and Portfolio Management (PPM)
server.
Clarity Project and Portfolio Management (PPM)
 Project Site Creation and Management Options
You can create 
Clarity Project and Portfolio Management (PPM)
 project sites as children of non-
Clarity Project and Portfolio Management (PPM)
 project sites or other 
Clarity Project and Portfolio Management (PPM)
 project sites. With appropriate permission levels for the site, you can add and configure Web Parts -- 
Clarity Project and Portfolio Management (PPM)
 Web Parts and non-
Clarity Project and Portfolio Management (PPM)
 Web Parts -- to the site. You can create as many 
Clarity Project and Portfolio Management (PPM)
 project sites as you require in a site collection.
Sites that are not based on the
Clarity Project and Portfolio Management (PPM)
Project Site template are named non-
Clarity Project and Portfolio Management (PPM)
project sites.
After you create 
Clarity Project and Portfolio Management (PPM)
 project sites, you can modify the sites to suit the needs of 
Clarity Project and Portfolio Management (PPM)
 project. You can save the sites as site templates and use the templates that are saved to create other 
Clarity Project and Portfolio Management (PPM)
 project sites. Furthermore, you can create 
Clarity Project and Portfolio Management (PPM)
 project sites from the templates, and then save the sites as site templates.
Apart from displaying the customized site templates included with Microsoft SharePoint Connector, the Site Template list on the create project site page in SharePoint Central Administration and
Clarity Project and Portfolio Management (PPM)
 on the new SharePoint site page display all the modified site templates.
Example
If you create a site, “My Project Site 1”, by using one of the templates that are customized for 
Clarity Project and Portfolio Management (PPM)
 and save the site as a site template named “My Template 1”, you can use My Template 1 to other 
Clarity Project and Portfolio Management (PPM)
 project sites. For example, “My Project Site 2”, “My Project Site 3”, and “My Project Site 4”. Then, save My Project Site 2, My Project Site 3, and My Project Site 4 as site templates and use the templates to create more 
Clarity Project and Portfolio Management (PPM)
 project sites. In this way, you can create a repository of templates from the new sites, and use them to create other sites.
Create
Clarity Project and Portfolio Management (PPM)
 Project Sites
You can create 
Clarity Project and Portfolio Management (PPM)
 project sites as site collections. You can also create them as children of any Microsoft SharePoint Web site; you can create them as children of existing 
Clarity Project and Portfolio Management (PPM)
 project sites or non-
Clarity Project and Portfolio Management (PPM)
 project sites.
Follow these steps:
  1. Obtain a
    Clarity Project and Portfolio Management (PPM)
     proxy user account.
  2. Create the 
    Clarity Project and Portfolio Management (PPM)
     project site from one of the following locations in Microsoft SharePoint:
    • Microsoft SharePoint Central Administration.
    • A SharePoint Web site.
  3. Bind the
    Clarity Project and Portfolio Management (PPM)
     project sites to different
    Clarity Project and Portfolio Management (PPM)
     servers.
  4. Save
    Clarity Project and Portfolio Management (PPM)
     project sites as site templates.
Clarity Project and Portfolio Management (PPM)
 Proxy User Accounts
Before creating a 
Clarity Project and Portfolio Management (PPM)
 project site, verify that a user account is created with
 View
 access rights for the project in 
Clarity Project and Portfolio Management (PPM)
. Obtain a 
Clarity Project and Portfolio Management (PPM)
 user account because it is a parameter for creating project sites. The 
Clarity Project and Portfolio Management (PPM)
 proxy user account is required for authentication on the 
Clarity Project and Portfolio Management (PPM)
 server during the following processes:
  • Creating a 
    Clarity Project and Portfolio Management (PPM)
     project site.
  • Changing the 
    Clarity Project and Portfolio Management (PPM)
     server to which a 
    Clarity Project and Portfolio Management (PPM)
     project site binds.
The 
Clarity Project and Portfolio Management (PPM)
 Web Parts that you add to the project sites, inherit 
Clarity Project and Portfolio Management (PPM)
 server binding parameters from the site properties. The proxy user account is a part of the binding properties that are inherited. The Web Parts use the proxy account for authentication on the 
Clarity Project and Portfolio Management (PPM)
 server each time the server is accessed. That is, the proxy user account is used each time you configure and synchronize the contents of a 
Clarity Project and Portfolio Management (PPM)
 Web Part with 
Clarity Project and Portfolio Management (PPM)
 for the first time.
Web Parts that are added to non-
Clarity Project and Portfolio Management (PPM)
project sites do not inherit
Clarity Project and Portfolio Management (PPM)
server binding parameters from the site properties. Therefore, provide
Clarity Project and Portfolio Management (PPM)
proxy user account information as a part of the server binding parameters for configuring the web parts in non-
Clarity Project and Portfolio Management (PPM)
project sites.
Create 
Clarity Project and Portfolio Management (PPM)
 Project Sites from SharePoint Central Administration
You can create a 
Clarity Project and Portfolio Management (PPM)
 project site by using the Create 
Clarity Project and Portfolio Management (PPM)
 Project Site feature that is included with Microsoft SharePoint Connector. A 
Clarity Project and Portfolio Management (PPM)
 project site that you create using this feature automatically inherits permissions from the SharePoint Web site that you designate to be its parent site. If you want to set up unique permissions for the 
Clarity Project and Portfolio Management (PPM)
 project site, you must assign permissions to users of the site after you create it.
Follow these steps:
  1. In the left link bar in SharePoint Central Administration, click Application Management.
  2. In
    Clarity Project and Portfolio Management (PPM)
     Site Management, click Create
    Clarity Project and Portfolio Management (PPM)
     Project Site.
    The create 
    Clarity Project and Portfolio Management (PPM)
     project site provisioning page appears.
  3. Do the following:
    • CA Clarity PPM Binding
      Values:
      • Clarity Project and Portfolio Management (PPM)
         Server URL. Enter the URL of the 
        Clarity Project and Portfolio Management (PPM)
         server.
      • Proxy User Name. Enter the user name associated with the 
        Clarity Project and Portfolio Management (PPM)
         proxy user account.
      • Proxy Password. Enter the password associated with the 
        Clarity Project and Portfolio Management (PPM)
         proxy user account.
      • Project ID. Enter the ID of the 
        Clarity Project and Portfolio Management (PPM)
         project to access.
    • SharePoint Site Definition
      Values:
      • Site Template. Defines the site template.
        The CA Clarity Project Site template
      • Site Title. Enter a title for the project site.
      • SharePoint Target URL. Enter the URL of the SharePoint site to designate as the parent of the project site.
  4. Click OK.
    The 
    Clarity Project and Portfolio Management (PPM)
     project site is created. The 
    Clarity Project and Portfolio Management (PPM)
     Server URL, Proxy User Name, and SharePoint Target URL fields retain and display the details specified for the recently created 
    Clarity Project and Portfolio Management (PPM)
     project site.
Create 
Clarity Project and Portfolio Management (PPM)
 Project Sites from a SharePoint Web Site
The SharePoint Web site is the Web site that you designate to be the parent site of the 
Clarity Project and Portfolio Management (PPM)
 project site. You can create a 
Clarity Project and Portfolio Management (PPM)
 project site from the new SharePoint site
 
page of the SharePoint Web site. While creating the project site from the parent site, you can use the same permissions as the parent site, or can assign unique permissions after you create the site.
Before you create a 
Clarity Project and Portfolio Management (PPM)
 project site, verify that you are on the site to designate as the parent of the 
Clarity Project and Portfolio Management (PPM)
 project site. Since you cannot provide 
Clarity Project and Portfolio Management (PPM)
 server binding parameters when you use this method to create a 
Clarity Project and Portfolio Management (PPM)
 project site, bind the site to a 
Clarity Project and Portfolio Management (PPM)
 server and specify the project after creating the site.
Follow these steps:
  1. Click the Settings icon and click Site contents.
    The Site Content page appears.
  2. Click new subsite under the Subsites section.
  3. Complete the following information:
    • Title and Description
      Title: Enter a title for the 
      Clarity Project and Portfolio Management (PPM)
       project site.
      Description: Enter a description for the 
      Clarity Project and Portfolio Management (PPM)
       project site.
    • Web Site Address
      URL Name: Enter the site name as it should appear in the URL of the 
      Clarity Project and Portfolio Management (PPM)
       project site.
    • Template Selection
      Specifies the template.
      Values:
      • CA Clarity Project Site template
    • Permissions
      Specify the 
      Clarity Project and Portfolio Management (PPM)
       project site to inherit permissions from the parent site, or to use a unique set of permissions for the 
      Clarity Project and Portfolio Management (PPM)
       project site.
    • Navigation
      Specify the 
      Clarity Project and Portfolio Management (PPM)
       project site to be displayed on the Quick Launch and the top link bar of the parent site.
    • Navigation Inheritance
      Specify the 
      Clarity Project and Portfolio Management (PPM)
       project site to inherit the top link bar from the parent site.
  4. Click Create.
Bind 
Clarity Project and Portfolio Management (PPM)
 Project Sites to a 
Clarity Project and Portfolio Management (PPM)
 Server
After you create the 
Clarity Project and Portfolio Management (PPM)
 project site, complete the following procedure to bind the site to a 
Clarity Project and Portfolio Management (PPM)
 server and specify the project to be accessed.
Follow these steps:
  1. In the left navigation of the 
    Clarity Project and Portfolio Management (PPM)
     project site, click
    Clarity Project and Portfolio Management (PPM)
     Binding.
  2. In Site properties, do the following:
    • CA Clarity PPM Server URL
      Enter the URL of the new 
      Clarity Project and Portfolio Management (PPM)
       server.
    • Proxy User Name
      Enter the user name associated with the 
      Clarity Project and Portfolio Management (PPM)
       proxy user account on the new 
      Clarity Project and Portfolio Management (PPM)
       server.
    • Proxy Password
      Enter the password associated with the 
      Clarity Project and Portfolio Management (PPM)
       proxy user account.
    • Project ID
      Enter the ID of the project on the new 
      Clarity Project and Portfolio Management (PPM)
       server.
  3. Click OK.
    If the specified parameters are valid, the 
    Clarity Project and Portfolio Management (PPM)
     project site binds to the 
    Clarity Project and Portfolio Management (PPM)
     server.
Save
Clarity Project and Portfolio Management (PPM)
 Project Sites as SharePoint Site Templates
After you create a 
Clarity Project and Portfolio Management (PPM)
 project site and before or after you add lists, libraries, and Web Parts (
Clarity Project and Portfolio Management (PPM)
 Web Parts and other Web Parts available in your site collection Web Part Gallery), you can save the 
Clarity Project and Portfolio Management (PPM)
 project site as a SharePoint site template. Use the site template to create other 
Clarity Project and Portfolio Management (PPM)
 project sites with the same site structure.
Follow these steps:
  1. Click the Settings icon and click Site settings.
  2. Click Save site as template under the Site Actions section.
  3. Enter a name for the template file, and a name and description for the template.
  4. Select the Include Content check box if you have pages that are in a document library, or to include the contents of non-
    Clarity Project and Portfolio Management (PPM)
     Web Parts in the template.
    Selecting Include Content has no effect on the
    Clarity Project and Portfolio Management (PPM)
    Web Parts because they automatically display information from the new project when you use the template to create a
    Clarity Project and Portfolio Management (PPM)
    project site. For example, if you configure a
    Clarity Project and Portfolio Management (PPM)
    List Web Part in the
    Clarity Project and Portfolio Management (PPM)
    project site to display tasks, it automatically displays tasks from the new
    Clarity Project and Portfolio Management (PPM)
    project when you use the template to create a
    Clarity Project and Portfolio Management (PPM)
    project site.
  5. Click OK.
    The 
    Clarity Project and Portfolio Management (PPM)
     project site is saved as a SharePoint site template. After you save the 
    Clarity Project and Portfolio Management (PPM)
     project site as a site template, the template is displayed in the Site Template list on the Create 
    Clarity Project and Portfolio Management (PPM)
     Project Site page in SharePoint Central Administration. The saved template is also displayed in the 
    Clarity Project and Portfolio Management (PPM)
     tab on the New SharePoint Site page, that is used to create child sites in Microsoft SharePoint.
Manage Permissions for
Clarity Project and Portfolio Management (PPM)
 Project Sites
To create and manage 
Clarity Project and Portfolio Management (PPM)
 project sites in Microsoft SharePoint, users require the permission levels in the following table:
Task
Required Permission Level in Microsoft SharePoint
Create
Clarity Project and Portfolio Management (PPM)
project sites from Microsoft SharePoint Central Administration (using the Create
Clarity Project and Portfolio Management (PPM)
Project Site feature)
Administrator privileges for SharePoint Central Administration
Create
Clarity Project and Portfolio Management (PPM)
project sites from the SharePoint Web Site that you designate to be the parent site
A permission level of Full Control on the site that you designate to be the parent site
Change the binding properties of a
Clarity Project and Portfolio Management (PPM)
project site
A permission level of Full Control on the
Clarity Project and Portfolio Management (PPM)
project site
Change
Clarity Project and Portfolio Management (PPM)
 Project Site Binding Properties
After you create a 
Clarity Project and Portfolio Management (PPM)
 project site and bind it to a 
Clarity Project and Portfolio Management (PPM)
 server, you can change the site properties of the 
Clarity Project and Portfolio Management (PPM)
 project site; you can bind the 
Clarity Project and Portfolio Management (PPM)
 project site to a different 
Clarity Project and Portfolio Management (PPM)
 server and provide a new project ID to access data.
Once you change the project site binding properties, all the 
Clarity Project and Portfolio Management (PPM)
 Web Parts, added to the 
Clarity Project and Portfolio Management (PPM)
 project site, automatically inherit the new binding properties. The site properties also display data from the data providers (objects) of the project from the new 
Clarity Project and Portfolio Management (PPM)
 server.
Change only the parameters requiring a change. For example, to access data from a different project on the same
Clarity Project and Portfolio Management (PPM)
server, you can retain the
Clarity Project and Portfolio Management (PPM)
server URL, change the project ID, provide
Clarity Project and Portfolio Management (PPM)
proxy user account information with appropriate access rights for the project.
Follow these steps:
  1. In Quick Launch of the 
    Clarity Project and Portfolio Management (PPM)
     project site, click
    Clarity Project and Portfolio Management (PPM)
     Binding.
    The site properties page appears.
  2. Complete the following fields:
    • CA Clarity PPM Server URL
      Defines the URL of the 
      Clarity Project and Portfolio Management (PPM)
       server.
    • Proxy User Name
      Defines the user name that is associated with the 
      Clarity Project and Portfolio Management (PPM)
       proxy user account on the 
      Clarity Project and Portfolio Management (PPM)
       server.
    • Proxy Password
      Defines the password that is associated with the 
      Clarity Project and Portfolio Management (PPM)
       proxy user account.
    • Project ID
      Defines the ID of the project where User is the manager.
  3. Click OK.
    If the parameters you enter are valid, the 
    Clarity Project and Portfolio Management (PPM)
     project site binds to the new 
    Clarity Project and Portfolio Management (PPM)
     server. The site properties of the 
    Clarity Project and Portfolio Management (PPM)
     project site are updated with the new parameters.