Install the PMO Accelerator Add-In and PMO Sample Data

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As an administrator, configure the PMO Accelerator content for
Classic PPM
. The PMO Accelerator add-in is required for all new installations and upgrades of
Clarity
.
To help you evaluate new features, optional PMO sample data content is also available. You can install the optional PMO sample data in systems set to USD currency only.
2
Video: Install
Clarity
Content Add-Ins (PMO Accelerator)

(On-Premise only)
Install the PMO Accelerator Add-in
Verify that you have already installed the
Clarity
data warehouse. The PMO Accelerator add-in includes items that are based on the data warehouse schema. If the data warehouse schema is unavailable, installation of the add-in is unsuccessful. See
Install and Configure the Data Warehouse.
Install the PMO Accelerator add-in on your
Classic PPM
application server. The PMO Accelerator add-in is included with
Classic PPM
and is ready for installation. In releases prior to PMO Accelerator Release 3.2, you had to download the add-in installer from the support site, but this is no longer necessary.
If you are upgrading from a previous
Classic PPM
release with the PMO Accelerator installed, you must also upgrade the PMO Accelerator. For the required version, see the Release Notes.
The following steps explain how to install the PMO Accelerator add-in on your
Classic PPM
application server.
Follow these steps:
  1. As a best practice, we recommend you back up the existing
    Classic PPM
    installation directory and database before installing the add-in. Back up your installation before installing this add-in so that you can restore the application to the prior version if necessary. Once you have installed the add-in, you cannot uninstall it.
  2. Stop the services. Before installing the add-in, stop the
    Classic PPM
    Application (app) and
    Classic PPM
    Background (bg) services. Stop the services from
    Classic PPM
    System Administration (CSA).
  3. Execute the install script. The script installs lookups, queries, portlets, pages, views, processes, groups, resource roles, project templates, and database objects.
    1. Open a command prompt and navigate to the
      Classic PPM
      runtime bin directory.
    2. Enter the command:
      admin content csk
      The installation process begins and information displays on the screen. The information is captured and stored in the admin.log file that is located in the logs directory. The output files are stored in the logs/content/xog/csk directory.
    3. Review the screen output and the logs for important information after the installation completes.
  4. Start the services. After installing the add-in, start the
    Classic PPM
    Application (app) and
    Classic PPM
    Background (bg) services in CSA.
(On-Premise only)
Import the Jaspersoft Advanced Reporting Content for the PMO Accelerator
The following procedure imports domains, reports, input controls, localization bundles, images, templates, data sources, and roles. It also creates the organization name and the user who is specified in the
Classic PPM
System Administration (CSA) Reporting subtab.
It is required that you specify the organization name, organization ID, and the user in the CSA Reporting subtab before importing the Jaspersoft Advanced Reporting Content. In addition, the PMO Accelerator is a required prerequisite of the Jaspersoft Advanced Reporting content because many of the reports reference objects and attributes that are delivered in the PMO Accelerator.
Before importing the Jaspersoft Advanced Reporting content, complete the steps to set up advanced reporting in Jaspersoft and
Classic PPM
. For more information about how to set up advanced reporting, see
Installing and Upgrading
.
The import does the following:
  • Creates the organization. Define the organization name and organization ID in the CSA Reporting subtab before importing.
  • Creates the
    Clarity
    folder and its subfolders in the organization repository. The
    Clarity
    folder contains all the Jaspersoft Advanced Reporting content items.
  • Creates the Advanced Reporting roles. For a description of these roles, see
    Advanced Reporting Roles and Permissions
    .
  • Creates the PMO Accelerator roles. These roles determine content permissions and begin with “CSK_ “.
  • Updates the domains with the Data Warehouse schema owner name specific to the database.
  • Uploads the UI Themes.
  • Creates the Shared folder.
  • Creates the Jaspersoft administrator user. The default user is “ppmjasperadmin“. This user can be changed in the CSA Reporting subtab before importing, but after importing this user should not be modified. The Create and Update Jaspersoft Users job and the Load Data Warehouse job, which dynamically updates domains, require this user.
  • Creates an entry for the Jaspersoft Content in the Install History table (CMN_INSTALL_HISTORY).
Follow these steps:
  1. Open a command prompt and navigate to the
    Classic PPM
    runtime bin directory.
  2. Enter the command:
    admin content-jaspersoft csk -userName superuser -password <password>
    The import process begins and the import information is stored in the admin.log. The import process requires the superuser user.
  3. Review the admin.log for important information after the import completes.
  4. Open Administration, and from Studio, click Content Add-Ins.
    The Content Add-Ins page appears.
  5. Click the Accelerator: Program Management Office add-in (ID: csk).
    The Content Add-In Accelerator: Program Management Office - Properties page appears.
  6. Review the Jaspersoft Content Installed Date included in the Versions section of this page.
Upgrade the PMO Accelerator Content
Perform these steps if you have an existing installation of the PMO Accelerator add-in, or if you have previously configured
Classic PPM
Studio objects. These steps are not required when the add-in is installed for the first time.
If you have an earlier version of the PMO Accelerator installed and you upgrade to a later version of the add-in, the Content Add-In Items List page shows which items are not installed. Their status appears as
Upgrade Ready
when an update to the item is included in the new PMO add-in.
For upgraded add-ins, you can install and periodically update content items in the add-in after the initial installation.
Follow these steps:
  1. Log in to
    Classic PPM
    .
  2. Click
    Administration
    ,
    Studio
    ,
    Content Add-Ins
    .
  3. Click the List icon of the Accelerator: Program Management Office add-in (ID: csk). Select the add-in. Its status shows
    Upgrade Ready
    .
    The
    Content Add-In Items List
    page appears.
    1. Click the
      Items
      tab. Review the add-in items in the product.
    2. Review the existing configurations carefully before you apply the new or changed content.
    3. Select the items that are marked
      Upgrade Ready
      or
      Not Installed
      that you want to upgrade to the new version. You can filter on the Status field. Each content item has one of the following status values:
      • Not Installed
        : Items that are new to the add-in version or items that produced an error upon install. When the PMO Accelerator is not upgraded after upgrading from a previous
        Classic PPM
        release, several items will show as Not Installed and an alert message saying that the add-in needs to be installed will display. Install the add-in to change the status of these items.
      • Upgrade Ready
        : Items that you installed from a previous add-in version that has an update to the item in the current add-in version or views updated via the add-in that you have also modified via Studio.
      • Installed
        : Items that are installed. Select the items you want to install. 
    4. For all active process instances that display the
      Upgrade Ready
      status, cancel and delete the old process instances.
    5. Consider the configurations you have made to items before installing them. Installing modified items overwrites your configurations. If you have previously configured Studio object views, the configurations are preserved and are not overwritten during installation. You can decide which views to install by selecting them. For more information about how PMO Accelerator configures views, see PMO Accelerator Object Views.
      Previously configured views are not overwritten during the installation. From this page, you can select which new or updated views to apply. Applying a Studio object view overwrites any existing Studio object views.
  4. Click
    Install
    .
    The selected items appear on the Confirm Content Item Installation page. If selected items have dependencies on other items, the dependent items also appear on the page and must be installed.
  5. Click
    Yes
    to update or install the items.
    If a user has previously changed an item listed on the confirmation or install page, publish the item before displaying the update to the users. For more information, see
    Clarity
    Studio Development
    .
PMO Accelerator Content Items by Release
The following tables assume an earlier version of the PMO Accelerator was fully installed including all custom views. The add-in was then upgraded to the next version. The items in the tables are sorted alphabetically by content item.
5
5
Review the tables to understand the recommended actions for installing the add-in items with an
Upgrade Ready
status. The tables identify whether an update is strongly recommended, recommended, or optional.
The following fields appear in the tables:
  • Content Item:
    Indicates the item name and is the same as the Content Item in the Content Add-In Items List page.
  • Type:
    Indicates the item type and is the same as the type in the Content Add-In Items List page.
  • Description:
    Describes the update and provides a short explanation of why you should apply it.
  • Action:
    Indicates the recommended action:
    • SR
      : The update is strongly recommended. It must be installed.
    • R
      : The update is recommended. It should be installed.
    • O
      : The update is optional. We recommend that you install the update unless you have modified custom views or items and do not want your modifications overwritten. If you do not apply a view update, you should read the description of the changes and consider manually making the changes in your configured views.
PMO Content in Release 15.6.1
The following table shows the upgrade-ready content items for environments upgrading to PMO Accelerator Release 15.6.1:
Content Item
Type
Description
Action
PMO Executive Viewer
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Executive Viewer - Extended
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Financial Administrator
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Idea Creator
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Idea Reviewer
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Investment Creator
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Investment Viewer Extended
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Portfolio Manager
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Program Manager
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Project Creator
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Project Manager
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Project Manager Extended
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Project Reviewer
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Resource Manager
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Resource Manager Extended
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO System Administrator
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Team Member
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Vendor Administrator
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Content in Release 15.6
The following table shows the upgrade-ready content items for environments upgrading to PMO Accelerator Release 15.6:
Content Item
Type
Description
Action
Change Request Management
Portlet
The portlet is modified to allow more options when filtering by priority. Previously only
All
was available.
SR
Current Issues Listing
Portlet
The portlet is modified to work consistently with the other Issue Management portlets. The portlet now allows more options when filtering by priority. Previously only
All
was available.
SR
Issue Management
Portlet
The portlet is modified to allow more options when filtering by priority. Previously only
All
was available.
SR
Risk Management
Portlet
The portlet is modified to allow more options when filtering by priority. Previously only
All
was available.
SR
Issues Listing
Portlet
The portlet is modified to work consistently with the other Issue Management portlets. The portlet now allows more options when filtering by priority. Previously only
All
was available.
SR
PMO Advanced Reporting Investment Management
Group
The group is modified to include the report run instance right to the Roadmap Timeline report.
R
PMO Advanced Reporting Project Management
Group
The group is modified to include the report run instance right to the Trended Project Metrics and Project KPI Trends reports.
R
PMO System Administrator
Group
The group is modified to include the new
Idea Management - Navigate
and
Project - Task Management - All
access rights.
R
PMO Content in Release 15.5.1
The following table shows the new upgrade-ready content items for environments upgrading to PMO Accelerator Release 15.5.1:
Content Item
Type
Description
Action
Project KPI Trends
Report
A new Project KPI Trends report is available as an example of the applied use of trending snapshots. Trend reporting helps teams and leadership identify overall patterns that shift over time. Use the Project KPI Trends report to monitor key performance indicators and establish priorities. For example, track the quantity and severity of open risks over time. Trending data is sourced in the data warehouse based on your configuration options.
SR
Roadmap Timeline
Report
Accelerate you investment planning activities with the new roadmap timeline report that pulls data directly from your
Clarity
roadmaps stored in the
Clarity
transactional database.
SR
The two new reports above are automatically installed with the PMO accelerator and do not appear as
Upgrade Ready
; however, for consistency, we documented them in the table shown. Your applied use of the reports is optional.
PMO Content in Release 15.5
The following table shows the upgrade-ready content items for environments upgrading to PMO Accelerator Release 15.5:
Content Item
Type
Description
Action
Timesheet Review
Portlet
The portlet is modified to let you filter on active resources and teams. The portlet uses the new
LOOKUP_RES_AND_TEAMS lookup.
R
PMO Content in Release 15.4.1
The following table shows the upgrade-ready content items for environments upgrading to PMO Accelerator Release 15.4.1:
Content Item
Type
Description
Action
Overview Sponsor Filter    
Portlet  
The portlet is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in
Clarity
.
R
Project KPIs by OBS  
Portlet
The portlet is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in
Clarity
.
R
Project Planned Cost
Portlet
The portlet is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in
Clarity
.
R
Project Schedule
Portlet
The portlet is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in
Clarity
.
R
Idea Review Process
Process
The process is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in
Clarity
.
R
Issue Review and Escalation Process
Process
The process is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in
Clarity
.
R
Idea Sponsor
Lookup
The lookup is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in
Clarity
.
R
Idea Object Filter View
View
The view is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in
Clarity
. Instead of applying the view, you can manually modify it in
Clarity
Studio as follows:
  1. Select
    Administration
    ,
    Studio
    ,
    Objects
    .
  2. Select the
    Idea
    object.
  3. Click
    Views
    .
  4. Click the
    Fields
    link for the Idea Filter view.
  5. Select the
    Business Owner
    field and rename it to Sponsor.
O
Idea Object Property View
View
The view is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in
Clarity
. Instead of applying the view, you can manually modify it in
Clarity
Studio as follows:
  1. Select
    Administration
    ,
    Studio
    ,
    Objects
    .
  2. Select the
    Idea
    object.
  3. Click
    Views
    .
  4. Click the
    Fields
    link for the Idea Properties view.
  5. Select the
    Business Owner
    field and rename it to Sponsor.
O
Project Object Filter View
View
The view is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in
Clarity
. Instead of applying the view, you can manually modify it in
Clarity
Studio as follows:
  1. Select
    Administration
    ,
    Studio
    ,
    Objects
    .
  2. Select the
    Project
    object.
  3. Click
    Views
    .
  4. Click the
    Fields
    link for the Project Filter view.
  5. Select the
    Business Owner
    field and rename it to Sponsor.
O
Project Object Property View
View
The view is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in
Clarity
. Instead of applying the view, you can manually modify it in
Clarity
Studio as follows:
  1. Select
    Administration
    ,
    Studio
    ,
    Objects
    .
  2. Select the
    Project
    object.
  3. Click
    Views
    .
  4. Click the
    Fields
    link for the Project Properties view.
  5. Select the
    Business Owner
    field and rename it to Sponsor.
O
PMO Content in Release 15.4
The following table shows the upgrade-ready content items for environments upgrading to PMO Accelerator Release 15.4:
Content Item
Type
Description
Action
PMO Executive Viewer    
Group  
The group is modified to include the new Roadmap - Navigate and Roadmap – View – All access rights required to access the Roadmap feature in
Clarity
.
R
PMO Executive Viewer Extended
Group  
The group is modified to include the new Roadmap - Navigate and Roadmap – View – All access rights required to access the Roadmap feature in
Clarity
.
R
PMO System Administrator
Group
The group is modified to include all new Roadmap access rights required to access the Roadmap feature in
Clarity
.
R
Team Detail List View
View
The Allocation column of the Project Team - Detail list view is modified to be non-editable so its behavior is consistent with the same column on the Project Team - Staff, Staff List – Detail and Staff List views. Optionally, you can manually modify this view in 
Clarity
Studio instead of applying it. Open Administration, and from Studio menu, click Objects. Select the Team object, and from Views tab, click Fields link of the Project Team - Detail view. Select the Allocation field and uncheck the Allow Editing option.
O
PMO Content in Release 15.3
The following table shows the upgrade-ready content items for environments upgrading to the PMO Accelerator add-in 15.3:
Content Item
Type
Description
Action
Change Request Management
Portlet
The portlet is modified to work consistently with the other Risk and Issue Management portlets. Instead of displaying LOW, MEDIUM, HIGH when we hover over the images, the priority stoplight column now displays numbers. You can also sort the column by clicking the column name.
SR
Cost and Effort Dashboard
Portlet
The portlet is now consistent with the Risks, Issues, and Changes portlets on the same dashboard. When you select
All
in the Include Programs filter, the filter applies the same logic as explicitly selecting
Yes
, as expected.
SR
Current Issues Listing
Portlet
The portlet is modified to work consistently with the other Risk and Issue Management portlets. Instead of displaying LOW, MEDIUM, HIGH when we hover over images, the priority stoplight column now displays numbers. You can also sort the column by clicking the column name.
SR
Issue Management
Portlet
The portlet is modified to work consistently with the other Risk and Issue Management portlets. Instead of displaying LOW, MEDIUM, HIGH when we hover over images, the priority stoplight column now displays numbers. You can also sort the column by clicking the column name.
SR
Risk Management
Portlet
The portlet is modified to work consistently with the other Risk and Issue Management portlets. Instead of displaying LOW, MEDIUM, HIGH when we hover over images, the priority stoplight column now displays numbers. You can also sort the column by clicking the column name.
SR
Schedule Dashboard
Portlet
The portlet is now consistent with the Risks, Issues, and Changes portlets on the same dashboard. When you select
All
in the Include Programs filter, the filter applies the same logic as explicitly selecting
Yes
, as expected.
SR
Overview
Page
The Overview page shows as Upgrade Ready because of the changes made to the Project Dashboard and Risks, Issues, and Changes tabs. These tabs are part of the Overview page.
O
Display Mappings - Color (Priority)
Lookup
In several instances, the lookups are modified to include the word
Priority
. For example,
High Priority
instead of
High
, and
Low Priority
instead of
Low
.
O
Portlet Query Translations
Lookup
The lookup is modified to include new labels used by portlets and reports.
SR
PMO Executive Viewer
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in
Clarity
. It is also modified to include the access to the My Reports portlet.
R
PMO Executive Viewer Extended
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in
Clarity
. It is also modified to include the access to the My Reports portlet.
R
PMO Financial Administrator
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in
Clarity
. It is also modified to include the access to the My Reports portlet.
R
PMO Idea Creator
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in
Clarity
.
R
PMO Idea Reviewer
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in
Clarity
. It is also modified to include the access to the My Reports portlet.
R
PMO Investment Creator
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in
Clarity
.
R
PMO Investment Viewer Extended
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in
Clarity
. It is also modified to include the access to the My Reports portlet.
R
PMO Portfolio Manager
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in
Clarity
. It is also modified to include the access to the My Reports portlet.
R
PMO Program Manager
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in
Clarity
. It is also modified to include the access to the My Reports portlet.
R
PMO Project Creator
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in
Clarity
.
R
PMO Project Manager
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in
Clarity
. It is also modified to include the access to the My Reports portlet.
R
PMO Project Manager Extended
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in
Clarity
. It is also modified to include the access to the My Reports portlet.
R
PMO Project Viewer
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in
Clarity
. It is also modified to include the access to the My Reports portlet.
R
PMO Resource Administrator
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in
Clarity
. It is also modified to include the access to the My Reports portlet.
R
PMO Resource Manager
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in
Clarity
. It is also modified to include the access to the My Reports portlet.
R
PMO Resource Manager Extended
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in
Clarity
. It is also modified to include the access to the My Reports portlet.
R
PMP System Administrator
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in
Clarity
.
R
PMO Team Member
Group
This group is modified to include the new Project Management - Navigate access right required to access the Projects feature in
Clarity
.
R
PMO Timesheet Administrator
Group
This group is modified to include the access right required to access the My Reports portlet.
R
PMO Vendor Management
Group
This group is modified to include the new Project Management - Navigate access right required to access the Projects feature in
Clarity
. It is also modified to include the access to the My Reports portlet.
R
PMO Content in Release 15.2
The following table shows the upgrade-ready content items for environments upgrading to the PMO Accelerator add-in 15.2:
Content Item
Type
Description
Action
PMO Financial Administrator
Group
The group is modified to include the new Resource Management - Navigate access right required to access the Staffing feature in
Clarity
.
R
PMO Resource Administrator
Group
The group is modified to include the new Resource Management - Navigate access right required to access the Staffing feature in
Clarity
.
R
PMO Resource Manager
Group
The group is modified to include the new Resource Management - Navigate access right required to access the Staffing feature in
Clarity
.
R
PMO Resource Manager Extended
Group
The group is modified to include the new Resource Management - Navigate access right required to access the Staffing feature in
Clarity
.
R
PMP System Administrator
Group
The group is modified to include the new Resource Management - Navigate access right required to access the Staffing feature in
Clarity
.
R
Portlet Timesheet Period Browse
Lookup
The lookup is modified to include time period attribute as part of the display page since this is the display attribute associated with the hidden attribute in the lookup definition.
SR
PMO Content in Release 15.1
The following table shows the upgrade-ready content items for environments upgrading to the PMO Accelerator add-in 15.1:
Content Item
Type
Description
Action
Cost and Effort Dashboard
Portlet
The portlet is modified to display projects that do not have a project manager associated.
SR
Project Document Review
Portlet
The portlet is modified to filter by owner.
R
Schedule Dashboard
Portlet
The portlet is modified to display projects that do not have a project manager associated.
SR
Status Report Properties
View
The view is modified to include Status Report ID.
O
PMO Content in Release 14.4
The following table shows the upgrade-ready content items for environments upgrading to the PMO Accelerator add-in 14.4:
Content Item
Type
Description
Action
Cost and Effort Dashboard
Portlet
The portlet is modified to display subprojects when filtering the portlet by the parent project.
R
PMO Resource Browse
Lookup
The lookup query is modified to include projects that have the Last Updated By column seeded as -99 (minus 99).
R
Portlet Query Translations
Lookup
The lookup is modified to include the Undefined value.
SR
Schedule Dashboard
Portlet
The portlet is modified to display subprojects when filtering the portlet by the parent project.
SR
PMO Content in Release 14.3
The following table shows the upgrade-ready content items for environments upgrading to the PMO Accelerator add-in 14.3:
Content Item
Type
Description
Action
Cost and Effort Dashboard
Portlet
The portlet is modified to display subprojects when filtering the portlet by the parent project.
R
GL Allocation Object - Debit Rules Filter View
View
The filter view is modified to include the Cost Type field. Optionally, you can manually modify this view in
Classic PPM
Studio instead of applying it. Open Administration, and from Studio menu, click Objects. Select the GL Allocation object, and from Views tab, click Layout link of the Debit Rules - filter view. Select the Cost Type field from Available and move it to Selected.
O
GL Allocation Object - Debit Rules List View
View
The list view is modified to include the Cost Type field. Optionally, you can manually modify this view in
Classic PPM
Studio instead of applying it. Open Administration, and from Studio menu, click Objects. Select the GL Allocation object, and from Views tab, click Layout link of the Debits - list view. Select the Cost Type field from Available and move it to Selected.
O
GL Allocation Object - Debit Rules Property Views
View
The property views are modified to include the Cost Type field. Optionally, you can manually modify these views in
Classic PPM
Studio instead of applying them. Open Administration, and from Studio menu, click Objects. Select the GL Allocation object, and from Views tab change the following views:
1) Click Layout: Create link of the GL Allocations - Debits - properties view. Navigate to General and click the Properties and Layout icon. Select the Cost Type field from Available and move it to Selected. Repeat these steps for the Layout: Edit link.
2) Click Layout: Create link of the Standard Rule - Debits - properties view. Navigate to General and click the Properties and Layout icon. Select the Cost Type field from Available and move it to Selected. Repeat these steps for the Layout: Edit link.
O
GL Allocation Object - Standard Rules Filter View
View
The filter view is modified to include the Cost Type field. Optionally, you can manually modify this view in
Classic PPM
Studio instead of applying it. Open Administration, and from Studio menu, click Objects. Select the GL Allocation object, and from Views tab, click Layout link of the Standard Rules - filter view. Select the Cost Type field from Available and move it to Selected.
O
GL Allocation Object - Standard Rules List View
View
The list view is modified to include the Cost Type field. Optionally, you can manually modify this view in
Classic PPM
Studio instead of applying it. Open Administration, and from Studio menu, click Objects. Select the GL Allocation object, and from Views tab, click Layout link of the Standard - list view. Select the Cost Type field from Available and move it to Selected.
O
Overview Page
Page
The Overview Page shows as Upgrade Ready because its description is modified from Clarity Overview Page to
Clarity
Overview Page as part of the
Classic PPM
re-branding.
O
PMO Resource Browse
Lookup
The lookup query is modified to include projects that have the Last Updated By column seeded as -99 (minus 99).
R
Portlet Query Translations
Lookup
The lookup is modified to include the Undefined value.
SR
Schedule Dashboard
Portlet
The portlet is modified to display subprojects when filtering the portlet by the parent project.
SR
(On-Premise only)
(Optional) Install PMO Accelerator Sample Data
You can install the PMO Accelerator sample data to evaluate examples of the functionality of
Classic PPM
.
Sample data is strictly for test or development environments. Do not install the sample data on your production
Classic PPM
server. Installing the data on a
Classic PPM
server that contains live production data can introduce system instability, overwrite existing data, or both. After you install the sample data in a test environment, you cannot remove it for the life of that instance.
Before installing the add-in sample data:
  • Install sample data on a server that does not contain any data and is available for demonstration purposes only.
  • Do not install the sample data on environments with pre-existing customer sample or in-house demo data.
Follow these steps:
  1. Log in to
    Classic PPM
    as an admin, or as any user with Financial Maintenance - Financial Management and Financial Maintenance - Financial Organizational Structure global access rights.
  2. Open Administration, and from the Finance menu, click Setup.
    The financial management defaults page appears.
  3. Select currency as USD and save it. The sample data installer requires USD.
    Note
    : In
    Clarity
    15.3 or higher, if no currency is set, the installer sets USD for you. If you already set a non-USD currency, the installer alerts you that it cannot continue.
  4. Log in to
    Classic PPM
    System Administration.
  5. Click
    Home
    ,
    All Services
    .
  6. Select the 
    Clarity
     Application (app) and the 
    Clarity
     Background (bg) check boxes.
  7. Click Stop.
  8. (
    Clarity
    14.3 or older releases only) If you are using IBM WebSphere, stop
    Classic PPM
    System Administration and applications using the application server administration console.
    For more information, see the J2EE vendor documentation.
  9. Open a command prompt and navigate to the
    Classic PPM
    runtime bin directory.
  10. Enter the following command to install the sample data:
    admin content-demo csk
    The installation process begins and information displays on the screen. The output files are stored in the logs/content/xog/csk directory.
  11. Review the screen output and the logs for important information after the installation completes.
  12. After installing the add-in, start the
    Classic PPM
    Application (app) and
    Classic PPM
    Background (bg) services.
  13. Open Administration, and from Studio, click Content Add-Ins.
    The Content Add-Ins page appears.
  14. Click the Accelerator: Program Management Office add-in (ID: csk).
    The Content Add-In Accelerator: Program Management Office - Properties page appears.
  15. Review the Sample Data Installed Date included in the Versions section of this page.
PMO Accelerator Sample Data
The PMO Accelerator sample data includes the content pieces used in the product. Examples include sample OBS, access groups, resources, investments, and so on. Use the sample content to understand the functionality and to build your own data based on your business requirements.
6
6
PMO Sample Data: Organizational Breakdown Structures (OBS)
To view the list of OBS samples, click Administration, Organization and Access, OBS in the main menu. The Organizational Breakdown Structures page appears listing the OBS samples.
Corporate Department OBS:
The Corporate Department OBS is the Department OBS of the Corporate Entity. The OBS has two levels and the following units
Unit
Level
IT
Department
Business Operations
Division
Development
Division
Shared Services
Division
Corporate Location OBS:
The Corporate Location OBS is the Location OBS of the Corporate Entity. The OBS has one level and the following units.
Unit
Level
Chicago
Location
Hyderabad
Location
London
Location
New York
Location
Paris
Location
Sao Paulo
Location
Singapore
Location
Sydney
Location
Tokyo
Location
Organizational OBS
: The Organizational OBS has three levels and the following units:
Unit
Level
All Groups
All Groups
Administration
Group
Application Mgt
Group
Business Technologies
Group
Infrastructure
Group
Facilities
Subgroup
Hardware
Subgroup
Mobile Initiatives
Group
Products
Group
Regulatory
Group
Services
Group
Social Networking
Group
Resource Pool OBS
: The Resource Pool OBS has three levels and the following units:
Unit
Level
All Groups
All
External
Group
Offshore Development
Team
Onshore Development
Team
Internal
Group
Development
Team
Operations
Team
Shared Services
Team
Security OBS - Pages OBS
: The Security OBS - Pages OBS has two levels and the following units:
Unit
Level
All
All
Financials
Group
General
Group
Issues and Risks
Group
Portfolio
Group
Program
Group
Project
Group
Reporting
Group
Requester
Group
Resource Planning
Group
Team
Group
Timesheets
Group
PMO Sample Data: Access Groups
The following access groups are included with the PMO Accelerator sample data:
  • PMO Partition IT
    : Members of the PMO Partition IT group are associated to the IT partition in PMO sample data. All resources included with the PMO Sample Data are members of this group.
  • PMO Process Manager
    : Members of the PMO Process Manager group start and manage processes in PMO sample data.
The following access rights are included with this group:
Type
Area
Access Right
Global
Process Management
  • Process - AutoStart - All
  • Process - Cancel - All
  • Process - Manage - All
  • Process - Start - All
  • Process - View Definition - All
  • Process View Instance - All
PMO Sample Data: Resources
Several users and resources are included with the PMO Accelerator sample data. The following resource examples are special users that are members of the access groups installed with the add-in:
Resource Name
User Name
Resource ID
Group
Ed Carmen
exec
edCarmen
PMO Executive Viewer Extended
PMO Investment Viewer Extended
Randy Quinn
rq
randyQuinn
PMO Idea Creator
PMO Project Creator
PMO Process Manager
Beth Roberts
apr
bethRoberts
PMO Idea Creator
PMO Idea Reviewer
Peter Thompson
pt
peterThompson
PMO Portfolio Manager
PMO Investment Viewer Extended
Paula Granger
pg
paulaGranger
PMO Program Manager
PMO Project Creator
PMO Project Viewer
PMO Process Manager
Paul Martin
pm
paulMartin
PMO Project Manager Extended
PMO Project Creator
PMO Timesheet Administrator
PMO Process Manager
Rosie Miller
rm
rosieMiller
PMO Resource Administrator
PMO Resource Manager Extended
PMO Timesheet Administrator
Faye Maxwell
fm
fayeMaxwell
PMO Financial Administrator
Jason Berry
jberry
jasonBerry
PMO Team Member
Tom Morris
tm
tomMorris
PMO Team Member
PMO Administrator
csk.admin
csk.admin
PMO System Administrator
Classic PPM
Administrator
admin
admin
PMO System Administrator
Sid Patel (
Clarity
)
sidpatel
sidPatel
PMO Roadmap Editor
PMO Executive Viewer Extended
Ian Conner (
Clarity
)
Barb Hudson (
Clarity
)
bhudson
barbHudson
PMO Project Creator
PMO Project Manager Extended
PMO Project Viewer
PMO Timesheet Administrator
Nicole Fleming (
Clarity
)
nfleming
nicoleFleming
PMO Project Creator
PMO Project Manager Extended
PMO Project Viewer
PMO Timesheet Administrator
Theresa Robertson
trobertson
theresaRobertson
PMO Project Creator
PMO Project Manager Extended
PMO Project Viewer
PMO Timesheet Administrator
Mike Jones
mjones
mikeJones
PMO Team Member
Derrick Joseph
djoseph
derrickJoseph
PMO Resource Administrator
PMO Resource Manager Extended
Rita Cohen (
Clarity
)
PMO Sample Data: Services
The following service examples are included with the PMO Accelerator sample data:
Service Name
Team
Financial Plan
Cash Management
yes
Customer Contract Center
yes
Email
yes
yes
Global Expense Service
yes
yes
HR Self Service
yes
Internal Marketing Portal
yes
Online Web Portal Service
yes
yes
Regulatory Compliance Service
yes
Security Infrastructure Service
yes
Trading Forward
yes
PMO Sample Data: Assets
The following asset examples are included with the PMO Accelerator sample data:
Asset Name
Team
Financial Plan
APJ Data Center
yes
APJ Research and Development Center
yes
APJ Technology Center
BEA Weblogic 10.0 Application Server
yes
BrightStor HSM Hierarchical Storage Manager
CA Wily Introscope
CA Wily Portal Manager
yes
Dell PowerVault NX1950 Network Storage
yes
EMEA Data Center
yes
EMEA Technology Center
eTrust Anti-Virus for Linux
eTrust SiteMinder Apache Web Plug-In
yes
Headquarters
yes
HP DL 580 - 4 x 2.8 Dual core 8GB RAM
yes
HP 1500cs Modular Smart Array - 48TB
yes
LATAM Data Center
yes
yes
LATAM Research and Development Center
yes
LATAM Technology Center
yes
Microsoft SQL Server 2008 Standard Edition
yes
MS Exchange 2010
yes
NA Data Center
yes
NA Research and Development Center
yes
NA Technology Center
Red Hat Linux Advanced Platform Support
yes
Solaris 11
Sun StorageTek 9970 System - 17TB
Sun Sunfire v440 - 4x1.5GHz 6GB RAM - App
Sun Sunfire v440 - 4x1.5GHz 6GB RAM - DB
Vignette Portal
yes
Windows 2003 Enterprise Server
PMO Sample Data: Applications
The following application examples are included with the PMO Accelerator sample data:
Application Name
Team
Financial Plan
Altus Online Order Application
yes
yes
BrightStor Storage Resource Manager for MS Exchange
yes
yes
Call Contact Center Application
yes
yes
CSS OnLine Retirement Application
yes
yes
Employee Benefits Admin Application
yes
yes
Employee Benefits Enrollment Application
yes
yes
Fixed Assets
yes
yes
Global Expense Application
yes
yes
Payroll
yes
yes
SAP R/3 Financial Accounting
yes
yes
SAP R/3 Human Resources
yes
yes
Supply Chain Datamart Application
yes
yes
PMO Sample Data: Ideas
The following idea examples are included with the PMO Accelerator sample data:
Idea Name
Idea Type
Idea Category
Airport Access Security
Major Project
New Product or Service
AP Architecture Consolidation
Infrastructure Deployment
Network/Telecom
Bundle Mobile Devices
Major Project
New Product Service
Cloud Computing Enhancements
Major Project
New Development
Datamart Performance Upgrade
Infrastructure Deployment
Distributed
Datasecurity for BYOD
Major Project
New Product or Service
Email archival repository
Major Project
New Development
Green IT Initiative
Major Project
New Development
Launch OD Version 14
Major Project
New Product or Service
Lost Device Service
Major Project
New Product or Service
Mobile Environmental Testing
Major Project
New Product or Service
Mobile Initiative for EMEA
Major Project
New Product or Service
Network Monitoring Upgrade
Infrastructure Deployment
Network/Telecom
New Online Application
Application Change
COTS Evaluation
On Demand Portal for
Clarity
Product
Major Project
New Development
On the Road Planner
Major Project
New Product or Service
Online Order Improvements
Major Project
New Development
Recycling Devices
Major Project
New Product or Service
Regulatory Reporting
Major Project
New Development
Report Writer Enhancements
Major Project
Other
Security Enhancements
Application Change
Enhancement
Tablet Office Systems
Major Project
New Product or Service
Upgrade Technology Center
Major Project
New Product or Service
PMO Sample Data: Other Work
The following other work examples are included with the PMO Accelerator sample data:
Other Work Name
Team
Financial Plan
Holiday
yes
Personal Leave
yes
Vacation Time
yes
PMO Sample Data: Project Templates
The following project template examples are included with the PMO Accelerator sample data:
Project Template Name
WBS
Financial Plan
Risk
Issue
Change Request
Development Template (MSP)
yes
Development Template (Workbench)
yes
PMO Sample Data: Projects
The following project examples are included with the PMO Accelerator sample data:
Project Name
Template
WBS
Financial Plan
Risk
Issue
Change Request
Automated Security Enhancements
Major Project Template
yes
yes
yes
BYOD Management
Development Template (MSP)
yes
yes
Change Mgt for Internal Portal
Major Project Template
yes
yes
yes
yes
Change Mgt for Online Order Entry
yes
yes
yes
Client Services Datamart
Major Project Template
yes
yes
yes
yes
Compliance Audit - Security
yes
yes
yes
Credit Card Processing Enhancements
Major Project Template
yes
yes
Credit Card Security Improvements
Major Project Template
yes
yes
CRM Contact Center Development
Development Template (MSP)
yes
yes
yes
yes
CRM Enhancements
Development Template (MSP)
yes
yes
yes
yes
Data Warehouse Performance Tuning
Major Project Template
yes
yes
yes
yes
eBusiness Mobile Network
Development Template (MSP)
yes
yes
eCommerce Portal
Development Template (MSP)
yes
yes
yes
yes
yes
Email SAN Storage Implementation
Major Project Template
yes
yes
yes
Executive Dashboard Visibility
Major Project Template
yes
yes
Financial Process Audit
Major Project Template
yes
yes
yes
yes
Financial Workflow Development
yes
yes
yes
Global HR Application Maintenance
yes
yes
yes
HR Claims Processing Enhancement
Major Project Template
yes
yes
HR Online Benefits Security Upgrade
Major Project Template
yes
yes
yes
yes
Learning Portal Optimization
Major Project Template
yes
yes
Meeting Reservation Portal
Development Template (MSP)
yes
yes
Mobile Advertising
Major Project Template
yes
yes
Mobile Commerce
Major Project Template
yes
yes
Mobile Device Management (MDM) Deployment
Development Template (MSP)
yes
yes
Mobile Identity Management Enhancements
Development Template (MSP)
yes
yes
Mobile Security
IT Infrastructure Deployment Template
yes
yes
Mobile Time and Approvals
Major Project Template
yes
Mobile Management Services
Development Template (MSP)
yes
yes
MyLearning Mobile Pilot
Development Template (MSP)
yes
yes
Office Upgrade
Development Template (MSP)
yes
yes
Online Order Catalog
Major Project Template
yes
yes
yes
yes
Online Order Entry
Major Project Template
yes
yes
yes
yes
Online Order Performance Improvements
Development Template (MSP)
yes
yes
yes
yes
yes
Online to Offline Market
Major Project Template
yes
yes
Order Management Release 2
Major Project Template
yes
yes
yes
yes
Order Trending Analysis
Major Project Template
yes
yes
PCI Controls Remediation
Major Project Template
yes
yes
yes
yes
Security Compliance
Major Project Template
yes
yes
yes
yes
Social Networking Security Upgrade
Development Template (MSP)
yes
yes
System Upgrade Release 14
Development Template (MSP)
yes
yes
Web Application Enhancement
Major Project Template
yes
yes
yes
yes
yes
XPL Translations
yes
yes
4G Upgrade Readiness
Major Project Template
yes
yes
By default, autonumbering is enabled for projects.
PMO Sample Data: Programs
The following program example is included with the PMO Accelerator sample data:
Program Name
Subprojects
Financial Plan
Risk
Issue
Change Request
Online Web Portal Program
eCommerce Portal
Online Order Catalog
Online Order Entry
yes
yes
yes
yes
PMO Sample Data: Portfolios
The following portfolio examples are included with the PMO Accelerator sample data:
Portfolio Name
Unit Type
Portfolio Content
Plans
Application Management
Hours
Applications
Business Services
Hours
Services
Business Technologies
Hours
Active projects associated to the Organizational OBS, Business Technologies Unit
Cost Reduction
Goal Alignment and Required
High ROI / Low Risk
Facilities
FTE
Active assets associated to the Organizational OBS, Facilities Unit
HR Compliance and Reporting
FTE
Active projects associated to the Organizational OBS, Application Mgt Unit
Infrastructure
Hours
Active assets associated to the Organizational OBS, Hardware Unit
Mobile Technologies
FTE
Active projects associated to the Organizational OBS, Mobile Initiatives Unit
Goal Alignment and Required
High ROI / Low Risk
Pipeline Planning
FTE
Active ideas with Idea Category equals to New Product or Service
Goal Alignment and Required
High ROI / Low Risk
Regulatory and Compliance
Hours
Active projects associated to the Organizational OBS, Regulatory Unit
Request Management
Hours
Active ideas with Idea Category not equal to New Product or Service
Goal Alignment and Required
High ROI / Low Risk
More Information
:
  • See
    PMO Accelerator Access Groups
    in
    Clarity
    Access Rights Reference
    located in the
    Reference
    section.