Configure General System Settings

HID_admin_configure_general
ccppmop151
HID_admin_configure_general
As an administrator, you can configure system settings to enable the
New User Experience
 with a separate option for timesheets. You can also manage settings for passwords, documents, advanced reporting, and custom chart colors. Add site links for convenient access by users. Enter translated text for field labels and error messages. Other settings include data warehouse fiscal time period data, consistent chart colors, company name, TSV links for Export to Excel, and GZip HTML encoding.
2
Enable the
New User Experience
Release 15.x includes the 
New User Experience
 for projects, staffing, conversations, tasks, timesheets, and other new features. To use the
New User Experience
, you must activate it first. With access rights, users can work in both the new and classic interfaces; however, we recommend that the team uses either the new timesheets or the Classic timesheets. Do not switch between both.
Follow these steps:
  1. Select
    Administration
    ,
    General Settings
    ,
    System Options
    .
  2. In the
    New User Experience section
    , select
    Activate New User Experience
    This option provides a global switch that controls whether the 
    New User Experience
     is accessible to users. If you do not activate this option and a user tries to access the
    New User Experience
     at
    http(s)://<servername>/pm,
     they are redirected to Classic 
    CA PPM
    .
  3. To enable the new timesheet user interface, select
    Activate Timesheets
    and click
    Save
    .
    This option provides a global switch that controls whether the new timesheets are accessible to users. To activate the new timesheets, first activate the 
    New User Experience
    . If you activate the timesheet option, the following changes occur:
    • The timesheet menu link and
      Current Timesheet
      icon are removed from Classic 
      CA PPM
      .
    • In
      Administration
      ,
      Project Management
      ,
      Timesheet Options - Default Content and Layout
      section, the following columns remain in the 
      Available Columns
       field. These fields are not needed to configure the new timesheets. The data for these fields is automatically incorporated into the new timesheets:
      • Investment
      • Investment ID
      • Phase 
    • In
      Administration, Project Management, Timesheet Options - Default Content and Layout
      section, the following columns no longer appear in the 
      Available Columns
       field:
      • Task ID
      • Short Name
      • Parent
      • Parent ID
      • Phase ID
      • Start
      • Finish
      • Posted Actuals
      • Baseline
      • Role
      • Incident Category
      • Notes Icon
    • In
      Administration, Project Management, Timesheet Options - Default Time Entry Options
      section, the following fields are removed:
      • Default Sorting
      • Disable Indirect Time Entries
      • Enable Note Date
      • The remaining fields are reset to stock default values. It is important to revisit this section again after activating the new timesheets.
    • Timesheet notifications are sent from the
      New User Experience
      .
    • Users can create timesheets in the 
      New User Experience
      only.
: Provide your users with the URL or a menu link to the
New User Experience
. See
Getting Started with the CA PPM New User Interface
. New timesheet notification links automatically go to the specific time sheet for a specific team member. For example:
https://<servername>/pm/#/timesheets/timesheet?resourceId=5003033&timeperiodId=5004050
Set Document Management Options
You can set options that allow documents to be accessed, file scanned, and downloaded. You can limit the file extensions that are authorized when uploading documents. After you specify the file extensions, a message appears listing the supported extensions whenever you upload a document.
The file extension must match the supported extensions. Otherwise, the file does not upload and a warning appears on the resulting page. If you do not specify a file extension list, you can upload any file regardless of its file extension.
The file extension setting does not apply to documents that you upload using XOG.
Follow these steps:
  1. Select
    Administration
    ,
    General Settings
    ,
    System Options
    .
  2. Configure the following fields:
    • Authorized File Extensions
      Enter a list of file extensions that you want to allow users to upload. Leave this field empty, the default, to allow users to upload all file types. Separate each file extension with a comma and no spaces. For example, you enter
      doc,docx,pdf,xls,xlsx,ppt,pptx,jpg,gif. Y
      ou are now prohibiting any other file types that are not listed. In this example, a PNG image file is blocked. A user cannot upload a PNG file for their personal avatar icon. The authorized file extensions apply to the document management system, avatar images, studio attachments, and project status reports (PDF). The file extensions do not apply to documents that you upload using XOG.
    • Enable File Scanning of Documents
      Select the check box to scan the uploaded documents. If the check box is clear, uploaded documents are not scanned. You can specify a virus scanning command-line program for all uploaded documents in CSA. When the program or shell script of your choice detects a problem with a given document, it may return an error code and reject the document. A warning appears on the document manager page. Documents uploaded using attachment attributes or XOG are not scanned.
      Default:
      Cleared
    • Allow Non-Participants to Access Documents
      : This setting applies globally as the default value for all future documents that users upload. The setting can be changed for each document.
    • Enable Document Download
      : Adds the
      Download All
      and
      Incremental Download
      actions on the
      Collaboration
      tab.
      • Maximum File Size for Document Download
        : Specify a limit for the total file sizes in the
        Download All
        or
        Incremental Download
        actions. The software won't allow users to download documents when their total size exceeds this limit.
      • Warning File Size for Document Download
        : Specify a limit that is lower than the maximum allowed. When the total uncompressed file size exceeds this limit, users receive a warning. They can cancel the download or continue. The actual size of the compressed ZIP file can be lower than the warning limit.
  3. Click
    Save
    .
Set Other System Options
You can set other system options, such as company name, graph formats, document download, and file compression.
Follow these steps:
  1. Click Administration, General Settings, System Options.
  2. In the Other section, complete the following fields and save your settings:
    • Company Name
      Defines your company name that is displayed on the About page.
      Limit:
      80 characters
    • Chart Colors
      Specifies custom colors for use with charts. To enter the name and hexadecimal RGB values for a new color, click the Color Palette link.
    • Use Consistent Chart Colors
      Defines whether you want to use consistent chart colors.
      Default:
      Cleared
      Select the check box.
    • Use GZip HTML Encoding
      Specifies the use of compression for HTML pages.
      Default:
      Selected
View Advanced Reporting Options
You can view Advanced Reporting fields in the Advanced Reporting section. This section includes the following fields:
  • Advanced Reporting Server URL
  • Organization ID
  • CA PPM
     Database Schema name
  • Data Warehouse Database Schema name
Use this information to create a server connection for Jaspersoft Studio Professional if you are using this tool for report development and domain creation.
Follow these steps:
  1. Click Administration, General Settings, System Options.
  2. In the Advanced Reporting section, view the Advanced Reporting field values.
Create Custom Chart Colors
You can create a chart color palette at the system level that allows the system to assign colors to a created chart. The palette applies even when you have selected the Use Consistent Chart Colors option. If you do not create a chart color palette, the system assigns chart colors using the out-of-the-box color palette.
You can add an unlimited number of colors to a color palette. When you add a color to the color palette, your custom color palette replaces the out-of-the-box color palette. To reactivate the out-of-the-box palette, remove or empty the custom palette. Only one color palette can be active at any given time.
When you create a custom chart color palette, you can also change the order in which a color picks from the palette. The consistent color key (selected at the chart level) uses this order to distribute colors in the chart. If you do not specify an order, then the system uses the order that you used to assign a color.
In addition, you can delete custom chart colors or can reorder the colors.
Follow these steps:
  1. Click Administration, General Settings, System Options.
  2. In the Other section of the System Options page, click the [Color Palette] link in the Chart Colors field.
  3. Click New on the Chart Colors page.
  4. Complete the following fields:
    • Name
      Defines a name for your color.
    • RGB
      Specifies the hexadecimal value that represents a color for your chart.
      Example:
      The character combination 0000FF specifies the color Blue.
  5. Save the changes.
    The changes are saved and the chart colors page appears.
  6. Click Order.
    The chart color order page appears.
  7. Define the order for assigning colors in the color palette, and save.
Select Consistent Chart Colors
You can set consistent chart colors at the system level. By default, this setting is not active. When you enable this option, colors are assigned based on the consistent color key that is defined at the chart portlet level. The consistent color key is a metric or attribute in the chart. The color key that you select determines the color that is assigned to all instances of the chart portlet.
For example, suppose that you select the Status attribute as the consistent color key and one of the values is
Pending
. All charts that use the Status attribute as their consistent color key have the same color for the value
Pending
.
The Use Consistent Chart Colors option specifies whether to assign colors to charts based on the consistent color key that is defined at the chart portlet level. When you select Use Consistent Chart Colors, the Consistent Color Key and Use Consistent Colors fields appear on the Options page when you configure the chart portlet.
Follow these steps:
  1. Click Administration, General Settings, System Options.
  2. In the Other section of the System Options page, select
    Use Consistent Chart Colors
    .
  3. Save the changes.
Change the Company Name
You can change the company name that appears on the 
CA PPM
About page.
Follow these steps:
  1. Click Administration, General Settings, System Options.
  2. In the Other section of the System Options page, complete the following field:
    • Company Name
      Defines the name that displays as your company name on the 
      CA PPM
      about page.
      Limits:
      80 characters
  3. Save the changes.
Enable the TSV Links (Export to Microsoft Excel)
Select the Enable TSV links for the Export to Excel option to export both the TSV data and the TSV links to Excel. Only the permissible number of TSV links are displayed. Disable this option to export only the TSV data and not the TSV links.
Microsoft Excel has a limitation and only supports 65,530 Hypertext References (HREF) when exporting any data from
CA PPM
to Microsoft Excel. Because of this Excel limitation, hyperlinked cells with a count of more than 65,530 are not displayed as linkable in the Excel spreadsheet. If the TSV links exceed this limit, you receive an error.
Add Site Links
You can add, change, and delete site links that appear in the Site Links section of the overview pages. By default, this section displays the Favorite Photo section on the right side of the page.
If you no longer require a link, delete the link.
You can test the link by viewing page links from the Site Links section of the overview page.
Follow these steps:
  1. Open Administration, and from General Settings, click Site Links.
    The page links page appears.
  2. Click New.
  3. Complete the following fields, and save:
    • Link Name
      Defines the name of the page link that displays on the overview page.
      Limit:
      32 characters
    • URL
      Defines the web address that is used to display the page when you click the page link. Enter the correct URL link because 
      CA PPM
      does not validate the URL.
      Limit:
      240 characters.
Manage Field Text Translation
You can provide different language localizations for selected field text on the Administration pages. You can include the translations for different languages, which are based on your company requirements. The translation function is available if you see the following Translate icon next to a field:
image2017-2-27 17:0:9.png
Follow these steps:
  1. Click the Translate icon next to any field that displays this icon.
    For example, the Translate icon appears with the Action Name field. Click Administration, Data Administration, Processes and select a process (or create a new process). Click Start Step and select one of the Actions (or create and save a new action). The Action Name field shows the Translate icon.
  2. Enter the field text localization for each language that you require.
  3. Click Save and Return.