rego university: interface, ca ppm (ca clarity ppm)
TRANSCRIPT
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Interface Strategies and Methods
Interface, CA PPM (CA Clarity PPM)
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● Integration Basics○ Triggers
○ Methods
○ Comparing Methods
● Quiz
● Keys to Success
● Exercise – Develop an interface
● Common Interfaces
Agenda
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● Event Based○ This type of Interface is triggered by event in the system. (Either something got created
or updated or deleted)
● Batch○ This type of interface is scheduled and triggered at a set time (nightly or at certain
interval, etc.). Since, batch interfaces will handle multiple instances, you want to address transaction managements (what happens when a record fails – one fail, all fail?)
● Manual ○ This type of Interface is manually started by the user when they are ready for data
transmittal.
Integration Basics – Triggers
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● Flat File○ A .CSV file ftp'd onto a server can be pulled into CA PPM. The file can be processed by
custom GEL script that can be scheduled or started manually. (This is CA’s preferred method of integration for the On-Demand Clients)
● Web Services○ XML based messaging that makes a call via URLs, or over HTTP to request data from or push
data into CA PPM. This method could leverage GEL scripts, Java classes, or Stored Procedures in the DB
○ This is the most common approach used by any industry for Integrating different systems. Most of the big software vendors like SAP, Oracle, HP, CA have web service API’s developed for bi-directional data exchange with their systems.
● Database Links○ Establish a link from the CA PPM DB to another system database and just pull data from one
system to another using a stored procedure or SQL statement. Best practice in this form is to create a “view” in the source system vs. the core tables. (This is not an option for the On Demand Clients)
● Third Party Tools○ Leverage a third party integration tool like ITROI, etc. to build integrations.
○ Leverage an integration service – Pervasive or Task Top
Integration Basics – Methods
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Comparing Methods
Flat File Web Services DB Link
Available in SaaS Yes Yes No
Rough Effort* 40-60 Hours 80-120 Hours 40-60 Hours
Examples • Send journal entry for capital entry
• Read data from any legacy system.
• Create SAP project from new CA PPM project
• Auto create support tickets in CA PPM by reading data from ticketing system
• Pull non-labor financials to CA PPM
• Pull resources into CA PPM
• Push assignment data from CA PPM
Components • Process to read• Error object
• Process for outbound• Java for inbound• Error Object
• View to read• Process to move
from view to object• Error object
*With an integration, effort is needed on both the sending and receiving application. This means that any CA PPM integration will
require some effort form the support team of the system you are integrating to. The level of effort depends on the type of interface
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1. You are an On-Demand customer and you want to bring in Actuals from your financial system.
2. You are an On-Premise customer and have a million Resource Assignments that have to be loaded into your HR System for populating Resource timesheets.
3. You want to import all your support-inbox emails into CA PPM as incidents or some other custom object
4. You want CA PPM and your Project Accounting system to be in sync and you want the changes to be sent over instantly
5. A project created in CA PPM needs to be sent over to your Financial System for Budget Approval. Upon approval in your Financial System, CA PPM needs to be updated so that the Project Plan is sent over to your Timekeeping system. How would you implement this?
Quiz
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● Simpler is Better○ With integrations, the more complex the interface is the more difficult it will be to
build and maintain. One Direction vs. Bi-Direction is simpler.
● Get it Right the First Time○ We love agile and iterative development, but not when building an interface. Interfaces
are best done with solid waterfall requirements and signoffs.
● Integrations are recurring jobs.
○ Integration are not for performing one time data loads. Integrations are for exchanging data between two systems on a regular basis.
● Data Ownership is Key○ You must determine which system is the “master” vs. the “slave” of the data. One
source must be the owner of the data in case there is a conflict. Do not make the mistake to think CA PPM will be the “source” of everything. Leverage other systems to pull summarized data vs. all detail.
Keys to Success
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● Error Handling / Transaction Management○ Errors are inevitable when two different systems are being integrated. Therefore plan
to developing an error handing mechanism to handle data errors, connectivity errors, and system outages.
○ Equally important is transaction management and performance considerations
● Trial First to Avoid Errors○ Before you build the complete interface – try a semi-automated load to ensure the
“process” you have defined is correct.
○ Have a Testing Environment. It is really important to have test environments that mirror the productions as much as possible and that the data is representative of actual production data.
Keys to Success
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1. Create a csv file on your server with data for the following columns ○ Project ID, Amount Approved, Amount Requested, Date Approved,
Approved By
2. Create a custom object in CA PPM (can be a Master Object or a sub-object of Project ) with the following attributes ○ Project ID, Amount Approved, Amount Requested, Date Approved,
Approved By
3. Create a Workflow with GEL script that will read the .csv file on the server and load data into the custom object using XOG.
Exercise
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● Single Sign On○ Using a common ID, authenticate users in CA PPM for login.
● Time○ Push time from CA PPM into an HR or time pay system like Ceridian, PeopleSoft, etc.
● Financials○ Pull actuals, budgets, or rates from a financial system into CA PPM
● Human Resources○ Pull resource related data from an HR system into CA PPM. This may include manager,
cost center, country, rates, skills, OBS, RBS, etc.
● Help Desk○ Escalate tickets from a help desk system into CA PPM for work management and
assignments. Potentially a feed from CA PPM back to the help desk system upon resolution.
● Sharepoint○ Push data from CA PPM to sharepoint, including project information to allow users in
sharepoint to see high level information – status, fields, milestones, etc.
Common Interfaces
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Common Interfaces
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Questions
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Thank you.
Presenters:Raghu BonguBishnu Chattopadhyay