OWB: Install and Configure Open Workbench

Install and configure the available Open Workbench (OWB) and Schedule Connect project scheduling software for use with cappm. Configure Open Workbench defaults, file locations, WBS levels, and display options.
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Install and configure the available Open Workbench (OWB) and Schedule Connect project scheduling software for use with 
Clarity PPM
. Configure Open Workbench defaults, file locations, WBS levels, and display options.
3
Minimum System Requirements
Open Workbench runs on the Windows operating system. For information about the supported versions of Windows, see the
Compatibilities, Client-Side Components
section in the
Release Notes
version corresponding to your 
Clarity PPM
version.
To install and run Open Workbench, you must be a power user with the following rights:
  • Registry Edit rights
  • Read/write access for the %ProgramFiles% folder (for x86 Windows) or the %ProgramFiles(x86)% folder (for x64 Windows)
We recommend at least 256 MB of RAM when using Open Workbench.
Some versions of 
Clarity PPM
 require a mandatory upgrade of Open Workbench (OWB). See the
Compatibilities
,
Client-Side Components
section of the 
Clarity PPM
 Release Notes
.
OWB is not accessibility compliant when the display setting is increased to more than 100%. The information displayed in tables/rows gets overlapped and is difficult to read.
Uninstall Open Workbench and 
Clarity PPM
 Schedule Connect
Uninstall any existing version of Open Workbench and 
Clarity PPM
 Schedule Connect before installing a newer version.
Follow these steps:
  1. Navigate to the Control Panel.
  2. Remove the following programs:
    • Open Workbench
    • Clarity PPM
       Schedule Connect
The Open Workbench installer resets any customized views that you have saved in the Open Workbench library default views folder. Any saved, customized views from a previous installation are removed from the library when you reinstall Open Workbench. After installing the updated version of Open Workbench, you can add back your customized views to the default views folder.
Install Open Workbench and
Clarity PPM
 Schedule Connect
To connect Open Workbench with
Clarity PPM
, download the latest version of Open Workbench and
Clarity PPM
 Schedule Connect from the following sources:
  • Clarity PPM
     DVD Media
    Navigate to Clients\OpenWorkbench and click owbsetup.exe.
  • Clarity PPM
     Application
    Open
    Home
    , and from the
    Personal
    menu, click
    Account Settings
     and then click the
    Software Downloads
    tab. You require the
    Software Download - Open Workbench
    access right.
: If you already have Open Workbench installed, you can install only Schedule Connect.
Follow these steps:
  1. Download the latest version of Open Workbench. 
  2. Save the executable file to your computer. This file includes 
    Clarity PPM
     Schedule Connect.
  3. To start the installation process, double-click the executable file.
  4. Select your language preference for the installer and click OK.
  5. Agree to the Open Workbench license.
  6. Follow the on-screen instructions to complete the installation.
Grant User Access Rights
As an administrator, grant users (resources) one of the following access rights in 
Clarity PPM
:
  • Project - Edit Management - All
  • Project - View Management - All
These rights correspond to the following 
Open in Scheduler
 menu options for a project:
  • Workbench [Read-Write]
  • Workbench [Read-Only]
Start Open Workbench
You can start Open Workbench (OWB) from the Programs menu. If you are using Open Workbench with 
Clarity PPM
, you can open a project and can launch Open Workbench from 
Clarity PPM
.
When you start Open Workbench, the 
Log on to CA PPM
 dialog appears if:
  • You have access to 
    Clarity PPM
    .
  • You have the 
    Log on to server
     check box selected (Preferences, General tab).
  • You are logged in to 
    Clarity PPM
    , that is, 
    Clarity PPM
     is running in an active browser window. However, you launch the application from the Programs menu instead of opening a project in Open Workbench from 
    Clarity PPM
    .
The main window has the following items:
  • An application menu which appears at the top left corner.
  • A ribbon menu which appears below the application menu. This menu provides access to all the functions in the product.
  • A library on the left that contains views which you can apply to projects. The view that you set as the default view automatically appears even if you have not opened a project.
Configure Open Workbench
If you are setting up Open Workbench (OWB) for the first time, define the program and project default preferences. 
Program preferences
 determine how the application behaves each time you start it. 
Project default options
 impact project settings, such as, the default directory locations and the default dependency type that is automatically assigned when you create dependency relationships. Every Open Workbench project that you create uses these defaults unless you specify otherwise.
Use the tabs on the 
Options
 dialog to define your preferences. To open the 
Options
 dialog, click the application menu, and then click 
Preferences
.
Some of the dialogs allow you to override the default settings that you define in the
Defaults
tab and the general settings that you define in the
General
tab. The changes that you make in dialogs are automatically saved with your project and override the program defaults when you open the project.
Configure Open Workbench General Options
You can define the default behavior of the application, such as, how to display the window components and the location to save files. To define the default behavior, use the 
General
 tab of the 
Options
 dialog.
In most cases, you can override these defaults as needed for individual projects.
Follow these steps:
  1. Click 
    Preferences
     in the application menu.
  2. Complete the fields in the 
    General
     tab. The following fields require explanation:
    • Show Tips at Startup
      Indicates whether to show tips in the 
      Tip of the Day
       dialog each time you start the application.
      Default:
       Not selected
      You can turn off this feature from the
      Tip of the Day
      dialog.
    • Display Status Bar
      Indicates whether to display the status bar. Messages regarding commands that you select or information you enter displays in the bar.
      Default:
       Selected
    • Log on to server
      Specifies that you want the 
      Log on to 
      Clarity PPM
       dialog to open each time you launch Open Workbench, if you are using Open Workbench with 
      Clarity PPM
      .
    • View Shortcut Bar
      Indicates whether to display the shortcut bar 
      Library
       in the application window.
      Default:
       Selected
    • Recent Project File List Contains
      Defines the number of recently opened file names to appear in the list when you select File.
      Default:
       4
    • Default Project Format
      Defines the project format for your Open Workbench project.
      Default:
       *.RMP
      Values:
      • *.RMP - Open Workbench .rmp files.
      • *.XML - XML files.
      • Clarity PPM
         - 
        Clarity PPM
         project files.
    • First Week of Year
      Defines the first week of the year. For any selection other than 
      User Locale
      , you must view your project in a time-scaled view that has a scale set to 
      Weekly
      . Select 
      Show Week Number
       to display the week number in the heading for each time period.
      Default:
       User Locale
      Values:
      • User Locale. Default selection.
      • First Week Contains 1/1. This selection includes January 1 in Week 1.
      • First Full Week After 1/1. This selection does not include January 1 in Week 1, but starts the following week.
      • ISO. Based on the ISO calendar, this selection displays 53 weeks in a year, instead of the default 52 weeks.
    • Default Currency
      Defines the currency code that is used in calculations. You can convert any Euro-based currency entry to the equivalent amount in another Euro-based currency. When you change from one base currency to another, the entries in Open Workbench do not convert. Conversions only occur for display purposes.
      Default:
       USD
      When using USD (United States Dollars), you cannot convert the currency entries to another currency.
    • Warn When Reading or Writing Different Currencies
      Displays a warning message on opening a project that uses different currency settings from the base currency, when selected.
      Default:
       Selected
    • Guideline URL
      Defines the default Uniform Resource Locator (URL) or the directory path where guidelines for your organization are located.
      Default:
       Cleared
    • Note Categories
      Define the note categories that you use to group project and task notes.
  3. Click 
    OK
    .
Configure Open Workbench Default Options
Use the 
Defaults
 tab of the 
Options
 dialog to define the default project-scheduling behavior, such as the loading pattern, units, and the projects duration type. You can also define the default dependency options, such as the dependency type, lag, and lag type.
Follow these steps:
  1. Click 
    Preferences
     in the application menu.
  2. Open the 
    Defaults
     tab.
  3. Complete the information in the 
    Assignments
     section. The following fields require explanation:
    • Loading Pattern
      Defines the loading pattern that is used when assigning resources to tasks.
      Values:
       Fixed, Contour, Front, Back, or Uniform
      Default:
       Front
    • Fixed Duration
      Select to specify that the resource's duration type is fixed.
    • Default Unit
      Specifies how the resource value is measured.
      Values:
       Days or Hours
      Default:
       Hours
    • Auto Calculate ETC
      Specifies whether the ETC is calculated automatically. Select this check box to calculate ETC automatically for all resource assignments. You can view and manage these automatically calculated ETC values in 
      Clarity PPM
       also.
      Clarity PPM
      and Open Workbench use the same method for calculating ETC.
      Default:
       Cleared
  4. Complete the information in the 
    Dependencies
     section. The following fields require explanation:
    • Type
      Defines the dependency type.
      Values:
       Finish-Start, Start-Start, Finish-Finish, or Start-Finish
      Default:
       Finish-Start
    • Lag
      Defines the number of days (daily lag type) after the predecessor task constraining date, or percent complete (percent lag type), that the successor task constraining date begins.
      Lag
       is the predetermined amount of time between the start and/or finish time of two tasks in a project plan.
    • Lag Type
      Defines the lag type.
      Options:
       Daily or Percent
      Default: 
      Daily
  5. Click 
    OK
    .
Configure Open Workbench File Locations
Use the 
Locations
 tab of the 
Options
 dialog to:
  • Define the default locations for libraries and other files.
  • Define a global file location for global settings, such as calendars, note categories, highlights.
  • Access your resource pool easily.
This tab displays a list of file locations that you can select and edit. You can review the path and the file name for the listed locations and can browse to define a new location. You can also use this tab to define the default view file location. If you do not specify a default view file location, minimum information is displayed on opening a project.
Follow these steps:
  1. Click 
    Preferences
     in the application menu.
  2. Open the 
    Locations
     tab.
  3. Select the name of a library, file, view, or dictionary from the 
    Description
     column, and click 
    Browse
     to search and select the default location.
  4. Select the folder that you want to use as the location, and click 
    OK
    .
    The selected location is added to the Location column next to the library, file, view, or dictionary description.
  5. Click 
    OK
    .
Configure Open Workbench WBS Labels
Use the 
WBS
 tab of the 
Options
 dialog to define the default Work Breakdown Structure (WBS) levels to conform to the naming conventions of your organization. You can define any number of WBS levels.
Consider the following rules when defining the WBS levels:
  • WBS level names must be unique.
  • When deleting levels, at least four levels are retained in the WBS.
Some dialogs in the application use icons to represent the WBS levels. When you change the WBS level names, equivalent icons appear. You can view the WBS items in your master project WBS list. For example, within a master project, subprojects appear with a Subproject icon on the header button of the proxy task. This icon indicates that it is a task inside an inserted subproject. You might see the following list of WBS icons:
  • This icon specifies a proxy task within an inserted (entire) subproject, as viewed from the master project.  
    Subproject
    . Specifies a proxy task within an inserted (entire) subproject, as viewed from the master project.
  • This icon specifies a task within an inserted (entire) subproject, as viewed from the master project.  
    Task in Subproject
    . Specifies a task within an inserted (entire) subproject, as viewed from the master project.
  • This icon specifies an individually inserted subproject task, as viewed from the master project.  
    Subproject Task
    . Specifies an individually inserted subproject task, as viewed from the master project. Instead of inserting the entire subproject, you inserted only the subproject task.
Follow these steps:
  1. Click 
    Preferences
     in the application menu.
  2. Open the 
    WBS
     tab.
  3. Complete the following information, and click 
    OK
    :
    • Milestone Label
      Defines the label that is used for milestones.
      Default:
       Milestone
    • Task Label
      Defines the label that is used for project tasks.
      Default:
       Task
    • Summary Levels Label
      Displays a list of WBS levels in the order they appear in the WBS.
      Default:
       Phase, Activity
Configure Open Workbench Display Colors
Use the 
Display
 tab of the 
Options
 dialog to:
  • Set the horizontal and vertical lines in lists to a selected color or to None.
  • Select the background colors for alternating rows.
  • Add new colors to the palette. Click Other to define a custom color.
  • Alternate the appearance of rows by line or grouped together by object.
Click the small up arrow button to close the open color palette. When you customize the display colors, all views use your defined colors. 
Configure Open Workbench Time Scales
Use the 
Time Scale
 dialog to define the time periods and the type of time scale information that is displayed in views containing Gantt charts or tabulated views.
Follow these steps:
  1. Open a spreadsheet view that displays a Gantt chart.
  2. Double-click the column heading that displays dates.
  3. Complete the information in the 
    Time Scale
     dialog. The following fields require explanation:
    • Start Date
      Defines the start date for the time scale.
      To edit this date, select
      User Defined Date
      from the
      First Date Displayed
      drop-down.
    • First Date Displayed
      Specifies the first date to display on the time scale.
      Default:
       Project Start
      Values:
      • Project Start. The start date of the first task in the project.
      • Today's Date. The current system date.
      • Project Committed Actuals Start. The date of the first committed actuals on the first task.
      • Next Pending Start. The start date of the next task that is estimated to start.
      • Project As-of Date. The date of the last change that was made to the project or the last time it was saved.
      • Pending Actuals Start. The first date of the currently collected uncommitted actuals.
      • Project Fiscal Start. The start of the current fiscal period.
      • User Defined Date. Allows you to enter a start date.
    • Finish Date
      Defines the finish date for the time scale.
      To edit this date, select
      User Defined Date
      from the
      Period Finish Date
      drop-down.
    • Period Finish Date
      Specifies the finish date for the time scale.
      Default:
       Cleared
      To activate this field, you must:
      • Add one or more tabulated fields to the view's definition.
      • Select the 
        Tabulate
         check box in the 
        Formatting Options
         dialog for at least one of the tabulated fields of the view.
      • Select 
        Customized
         from the 
        Scale
         drop-down.
      You cannot use user-defined dates with a view that displays a Gantt chart. For Gantt time scales, Customized is not a Scale option and the Period Finish Date field is unavailable. However, you can use user-defined dates with views that display tabulated fields.
    • Number of Periods
      Enter the number of time scale periods. This is unavailable if you select 
      Customized Scale
       from the drop-down list.
    • Scale
      Select the time period increments you want to display in the Gantt chart heading columns. You can display one customized or user-defined period for each field name.
      Default:
       Weekly
      Values:
       Weekly, Daily, Monthly, Quarterly, Semi-annually, Annually, or Customized
    • Show Week Number
      Select this check box to display the week number in the heading for each time period. Week numbers begin at the start of the fiscal year. This option is enabled when you select 
      Weekly
       from the 
      Scale
       drop-down list.
      Week 1 includes January 1, a standard in the U.S. and the U.K.
  4. Click 
    OK
    .
Configure Web Browsers to Support Both 
Clarity PPM
 and Open Workbench
Microsoft Internet Explorer 
The following browser option is suggested when connecting Open Workbench to 
Clarity PPM
 using Schedule Connect. To prevent the file download window from appearing when the browser encounters an encrypted page, use the following procedure.
Follow these steps:
  1. Open Microsoft Internet Explorer.
  2. In the Tools menu, click Internet Options, Advanced tab.
  3. In the Security section, clear the 
    Do not save encrypted pages to disk
     check box.
  4. Click OK.
Configure the 
Clarity PPM
 Project Management Options
Before using Open Workbench with 
Clarity PPM
, you must set the following 
Clarity PPM
 project management options to help with project scheduling in Open Workbench.
  • Allow Edit of Allocations when replacing Role
    Allows you to edit resource allocation while a project is locked in 
    Clarity PPM
    .
  • Only Export Current Baseline When Opening Projects in a Scheduler
    Allows you to export only the current baseline to Open Workbench when multiple baselines exist.
Configure the Log on to Server Option
If you use Open Workbench with 
Clarity PPM
, you must specify that you want the 
Log on to 
Clarity PPM
 dialog to open each time you launch Open Workbench. This dialog allows you to specify whether you want to log on to 
Clarity PPM
 during an Open Workbench session.
Follow these steps:
  1. Click 
    Preferences
     in the application menu.
  2. Select the 
    Log on to server
     option and click 
    OK
    .
    Default:
     Cleared