Configure CA PPM Web Parts

You can configure Web Parts in project sites. Web Parts can display project information-lists, documents, and charts that are based on information from various projects on different servers-in an external project site beside non-cappm List Web Parts, SharePoint lists, and libraries. Users can view this aggregated project information and collaborate with each other. For example, you can use Web Parts to display finance information from various finance projects on a site that is meant for members of the finance department. People who are interested in these projects, and who have appropriate permission levels for the site, can view this aggregate information.
ccppmop151
You can configure Web Parts in project sites. Web Parts can display project information-lists, documents, and charts that are based on information from various projects on different servers-in an external project site beside non-
CA PPM
 List Web Parts, SharePoint lists, and libraries. Users can view this aggregated project information and collaborate with each other. For example, you can use Web Parts to display finance information from various finance projects on a site that is meant for members of the finance department. People who are interested in these projects, and who have appropriate permission levels for the site, can view this aggregate information.
Configure Web Parts in Project Sites
Web Parts are not restricted to 
CA PPM
project sites. You can add them to any existing SharePoint site on your organization network. You can also create a site by using a site template of your choice and add Web Parts to it.
You can add Web Parts to a non-
CA PPM
 project site if you have a permission level of Design or Full Control for the Web Part page. You also require a proxy user account that has View access rights for the project to bind the Web Part.
Unlike the site properties of project sites, the site properties of external project sites do not include server binding parameters. Therefore, the Web Parts that you add to external project sites cannot inherit the server binding parameters from the site. In these project sites, explicitly provide these parameters to bind a Web Part to a server.
To provide this information while configuring Web Parts in external project sites, you can configure individual Web Parts that are in the same site to connect to:
  • Different projects on the same server
  • Projects from different servers.
In external project sites, except for configuring the binding information, you can manage Web Parts in the same way you manage Web Parts in a
CA PPM
 project site.
Configure CA PPM List Web Parts in Non-CA PPM Project Sites
After you add a List Web Part to an external (non-
CA PPM
) project site, configure it to access a list of instances of a project subobject. You can configure a List Web Part by using the tool pane that is associated with the Web Part. Provide the server binding information while you configure the Web Part.
Every time that you add a List Web Part or Chart Web Part in an external project site, specify the server binding information.
Follow these steps:
  1. In the Web Part menu of the List Web Part, click Edit, and then click Modify Shared Web Part.
    The tool pane appears.
  2. In the 
    CA PPM
     section of the tool pane, do the following:
    • CA PPM Server URL
      . Enter the URL of the
      CA PPM
      server. When you enter the URL, add /niku/app to the end of the address.
    • Proxy User Name
      . Enter the user name that is associated with the proxy user account.
    • Proxy Password
      . Enter the password that is associated with the proxy user account.
    • Project ID
      . Enter the ID of the project.
  3. Click Verify.
    If the parameters are valid, the text boxes are dimmed, and the Data Provider list is automatically populated with the data providers that are defined for the parameters.
  4. From the Data Provider list, select the data provider that the Web Part requires to access and display.
  5. (Optional) To configure the Web Part as a list for integrating with Microsoft Outlook, do the following:
    • Task List
      . Select this check box. If you do not select this check box, the List Web Part Actions menu does not display the Connect to Outlook option.
    • Start Date Attribute
      . Select this attribute.
    • Due Date Attribute
      . Select the finish date attribute.
    • Priority Attribute
      . Select the attribute that indicates the priority.
    • % Complete Attribute
      . Select the attribute that indicates the percentage of completion.
  6. (Optional) Customize the Web Part by providing details in the Appearance, Layout, and Advanced sections.
    For more information about customizing the Web Part, see the Microsoft Windows SharePoint documentation.
  7. Click OK.
    The List Web Part displays the list of items that are retrieved from the data provider. If you do not select the Task List check box, you can access the tool pane, and can select it to integrate the list with Microsoft Outlook.
Reconfigure List Web Parts
You can change the server binding parameters to retrieve data from a different data provider, to access a different server, or to use a different proxy user. To change the server binding parameters, make the server binding parameter fields available for editing.
Once you make the fields available for editing, you can configure the List Web Part.
Follow these steps:
  1. In the Web Part menu of the List Web Part, click Edit, and then click Modify Shared Web Part.
    The tool pane appears.
  2. Click Reset.
    The server binding parameters become available.
Configure Chart Web Parts in External Project Sites
After you add a chart Web Part to an external project site, configure it to create the chart to view. You can configure a Chart Web Part by using the tool pane that is associated with the Web Part.
The URL of the server, the project ID, and user account information enable a Chart Web Part to access project information from the application. These parameters are not stored in the site properties of a project site. Therefore, provide the parameters while configuring a chart Web Part.
Follow these steps:
  1. In the Web Part menu of the Chart Web Part, click Edit, and then click Modify Shared Web Part.
    The tool pane appears.
  2. In the
    CA PPM
     section of the tool pane, do the following:
    • CA PPM Server URL
      . Enter the URL of the server. When you enter the URL, add /niku/app to the end of the address.
    • Proxy User Name
      . Enter the user name that is associated with the proxy user account.
    • Proxy Password
      . Enter the password that is associated with the proxy user account.
    • Project ID
      . Enter the ID of the project.
  3. Click Verify.
    If the parameters are valid, the Chart Web Part binds to the server, and the text boxes for the parameters are dimmed. Additionally, the Data Provider list automatically displays the data providers that are defined for the parameters.
  4. Do the following:
    • CA Clarity PPM Data Provider
      . Select the data provider. After you select a data provider, the Category and Series fields are automatically populated with the attributes contained in the data provider.
    • Chart Type
      . Select the type of chart to create.
    • Chart Title
      . Enter a title for the chart.
    • Category Attribute
      . Select the data provider attribute to plot on the category axis.
    • Series Attributes
      . Select the data provider attributes to plot on the series axis. For most chart types, select multiple series axis attributes.
    • Value (Y) Axis Label
      . Enter a label for the set of series axis attributes selected.
  5. (Optional) Customize the Web Part by providing details in the Appearance, Layout, and Advanced sections.
    For more information about customizing the Web Part, see the Microsoft Windows SharePoint documentation.
  6. Click OK.
    The Chart Web Part displays the chart. The Chart Web Part also displays a legend that identifies each series in the chart.
Reconfigure Chart Web Parts
You can change the server binding parameters to create a chart that is based on data. The data can come from a different data provider that accesses a different server, or that uses a different proxy server. To change the server binding parameters, make the server binding parameter fields available for editing. Once the fields are available, you can configure the Chart Web Part.
Follow these steps:
  1. In the Web Part menu of the Chart Web Part, click Edit, and then click Modify Shared Web Part.
    The tool pane appears.
  2. In the tool pane, Click Reset.
    The server binding parameters become available.
You should not create list web part or chart web part in SharePoint administration because it may impact the performance of SharePoint and Sharepoint Connector.