We took SharePoint and made it do all sorts of great things for CA PPM.

See how you can work with CA PPM easier and faster via our suite of SharePoint integrated solutions. The Boss suite provides an integrated system designed to provide CA PPM clients exactly what they need to attain, refine, consume, share, and to be mobile.

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Webinar topics – the great things you can do via SharePoint.

• CA PPM documents and team collaboration.
• CA PPM Dynamic Portlets made easy – No coding needed.
• CA PPM tasks – 6 ways to update & sync.
• Agile Solution – Manage Agile tasks via our PPM Scrum tool.
• CA PPM Timesheets – Enter/update time where and how you want.
• Ideation for CA PPM – Enterprise wide Idea management.
• PPM Boss solutions now available via the Office 365 store.

 

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The webinar was a huge success with our valued partner in the UK CQC Solutions, We had the best Question & Answer session to date from any of our previous webinars. Federico Pena Bio (seen in the left pic) knocked it out of the park, and provided clear informative answers to all the questions, see the transcript below.

 

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Our Twitter hashtag #CAXOG includes all sorts of info and links to some of the resources and tools mentioned from the webinar.  Additionally, there is a thread at CA Communities that has several examples/scripts and a review of XOG & Query Bridge that was used during this webinar: https://communities.ca.com/message/241757789#241757789  

The slide presentation for this webinar can be downloaded here.

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QUESTIONS & ANSWERS TRANSCRIPT:

Q – What is Federico using for running the XOG?
A – See #CAXOG We have a tool called the ZOG & Query Bridge. It allows single or multiple ZOG requests, with XSLT support. See Min 32:09 for a quick demo of the XOG & Query client for CA PPM http://www.itroisolutions.com/xog-sql-query-ca-ppm …

Q – Is the web-based CA PPM XOG client version of this tool available at no cost?
A – Yes it is, here you go http://www.itroisolutions.com/xog-sql-query-ca-ppm also if you are in the US, I
have a Desktop version I can mail you – if in Europe CQC Solutions has some they can mail if you like. Or, you can download the XOG & Query Bridge desktop version here.

Q – Are there any XOG Bridge Examples and Documents on the site we can start with?
A – #CAXOG Here is the link to the XSLT Examples and Tips & Tricks file: http://www.itroisolutions.com/xog-sql-query-ca-ppm

Q – Is there any way for the XOG not to output all the data (views, lookups, etc). We have had cases where not just 1 object is in the output XML, even when trying to read only 1 custom object that we had to migrate.
A – See Min 21:55 for the detailed answer.

Q – Have you considered using RegEx in NP++ instead of XSLT?
A – See min 28:05 for the detailed answer. We have, we found Regular Expressions are not quite as flexible as XSLT. The primary purpose of XSLT is to manipulate XML data. The problem we found with Regular Expressions is that with one simple character, you can kill something and not know it. XSLT is structured in an easier way, allowing you to manipulate XML files much easier.

Q – How do you auto-submit or auto-approve financial plans via a process or gel script? Any example you can send would be greatly appreciated.
A – Please reach out to our support team and they can send you some GEL Scripts. – It will use XOG to auto approve – also a GEL/ Integration Best Practices webinar is on the docket for April 22nd.

Q – Can you please provide some options and detail regarding XOG actuals to CA PPM?  Via transaction object or timesheet object.
A – See min 25:00 for the detailed answer- YES – both are supported ways to get actual into CA PPM. Please reach out to our support team for some examples.

Q – How do you exclude a parent object when reading?
A – See Min 30:00 for the detailed answer.

Q – Does version number in the header tag actually makes a difference? We’ve used from 8 to 13 and seen no change in the way the data is moved or shown.
A – See Min 26:47 for the detailed answer. Only if the version in your header is greater than your CA PPM version.

Q – Can we get API to XOG action items?
A – Yes, but there is limitations. See Min 31:00 for the detailed answer.

Q – Regarding performance of processes in Clarity PPM that use XSLT, would you recommend them? We’ve seen a heavy impact on run times of our processes that have custom scripts. Any tips regarding performance?
A – See Min 40:37 for the detailed complex answer. This is Gel related question. If Gel is not written correctly, it will be your worst nightmare.

Q – OK I might be skipping ahead, but regarding autonumbers in CA PPM, how do you go about them when they are not custom objects? I know for a fact that customs can be easily done with a few header settings but in ideas/projects it doesn’t seem to work the same way (we’ve actually had to use some procedures to get next IDs and such…)
A – See Min 35:50 for the detailed complex answer.

Q – You didn’t make it to the Query API section, but can you discuss how you approach the 10000 node limit if returned data?
A – See min 56:29 for the detailed answer. That is an application restriction, because it’s not on the Query API.

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Stop fishing for the right information and see how you can improve your data-driven decision making and reporting capabilities in less than 14 minutes.

Check out the “How to Get Reliable and Real-time CA PPM Reports via SharePoint and Excel Webinar” clip.

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The clip primarily covers the demo portions from the webinar, including:

• The benefits of using Microsoft SharePoint and Excel as your enterprise reporting solution.
• How to display CA PPM data via Microsoft Excel very quickly and in a repeatable manner.
• How to build reports from your CA PPM data and display them in SharePoint in real-time

> MP4 version (opens and plays in a new tab)

 

WEBINAR FULL VERSION
(With the PDF slide presentation available to download)

WATCH IT NOW

The full version of the webinar includes the following topics:

• Data-driven decision making importance and challenges.
• The 4 big “V” enemies of managing your data.

• Solutions to help make decision making easier and more effective.
• Demo – How to visualize all your CA PPM data in SharePoint and Excel with consistent “real time” information.
  
• Demo – How to put everything together from multiple applications to create one holistic view.

In the course of normal business operations, CA PPM will often require mass data uploads or updates to large numbers of pages at the same time in short order. These types of mass updates are challenging, tedious, slow, error prone and expensive to implement. Every company who uses CA PPM faces these types of challenges, so we surveyed our customers and found out the three most common business challenges they faced.

In three demonstrations we address and show how the business challenges were solved by integrating and using Microsoft Excel.

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Webinar Topics

 

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The common misconception in the PPM world is that enterprise integrations are complex and expensive. PPM Consulting and Service companies generally portray that building enterprise integrations take up to a month, and sometimes even longer, when in reality, it’s a simple ETL (Extract, Transform, Load) process that can be done in days.

 

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Every company who uses CA PPM have pain points when it comes to their enterprise integrations. From your Project Managers having to enter financials/transactions data manually that takes to much of their time to the constant and pesky data integrity issues you face with your data loads into CA PPM. We will address some of those pain points along with the below topics:

Webinar Topics

1. Why you don’t need to spend upwards to 50k on services to get an enterprise integration.
2. Understanding when you need to automate data uploads with CA PPM.
3. Understanding the costs of manual data entry with CA PPM.
4. How we make it cost effective – Integrations-as-a-Service workflow.
5. Reporting on integration statistics, what’s important, what’s not.
6. Question & answer session.

This Webinar breaks down the misconception of integrations being complex and expensive and shows you how they can be simplified and cost effective using a cloud model.

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About IT-ROI:

IT-ROI Solutions are enterprise integration experts. One of our integration offerings is CA PPM Integrations-as-a-Service that are ready to roll out and can come from any external data source (SAP, Jira, Oracle, servicenow, Microsoft…).

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Replay this webinar for all novice and experienced XOG users who have a need to perform data extracts from CA PPM and integrations out of CA PPM.

No XOG training, no problem.

The webinar shows how to use our XOG tool to help you fully leverage the CA PPM API easily. Plus, learn advanced XOG operations with the ins and outs of the CA PPM API.

 

• Overview of IT-ROI’s GUI for XOG
• How to use CA PPM’s Query API
• How to perform data extracts direct from NSQL
• Dynamic SQL to NSQL converter
• In-depth questions & answers session

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Check out this educational webinar, IT-ROI’s founder Federico Pena shares the ups and downs of the process of moving Microsoft SharePoint to Office 365 and what it means to your PMO. Plus he shares all the great resouces and links used in the webinar.

 

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Resouces from the Webinar

• Get access to the links and resources used in the webinar to help plan your migration. The resources shows what is supported from SharePoint on-premise vs Office 365, and the different types of Office 365 plans and what you require.
• Plus use the questionnaire shown in the webinar as its a business decision, not always an IT one. Lots of organizations make these types of decisions by their IT department, but as a business decision, you want to be careful, you want to make sure it fits your business model, this questionnaire will provide a good answer whether your organization is a good fit to migrate or not.
• Also with helpful insight between cloud or on-premise – where is your organization at, and how smart it is to migrate right away, or how quickly you should start planning on migrating.

 

Webinar Topics – SharePoint Migration to Office 365

• The pitfalls explained
• The pros and cons of 365 vs. on-premise
• Integrating your PMO tools – on-premise vs. 365
• Collaboration- 365 vs. on-premise
• Links to the resources used in the webinar

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Replay the Webinar

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Let the fun begin! Our VIP breakfast was a huge success.

The IT-ROI experts team down in Vegas are feeding all sorts of pics and insight to me, so I thought to share the good word with our subscribers. Check back or follow this post as I will be updating it as the news comes rolling in.

 

IT-ROI’s Glen Redden on the left and Christopher Claunch just finishing up breakfast and heading to IT-ROI’s pedestal # 116P

 

 

 

 

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Our VIP breakfast at the Border Grill finishing up. Word is that the food and service was fantastic, a special thanks to all at the Border Grill for helping makes this a success.

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Check out Teresa the Closer. Teresa you are the light of IT-ROI. Christopher keeps telling all of us how fabulous and talented you are, and it’s so true considering the results you continually provide for IT-ROI.

 

IT-ROI Solutions at CA World ’15

CA World this year from IT-ROI’s perspective is all about showing customers that integrating your enterprise systems can be fast, reliable, secure, and highly cost effective. Business disruption is a legitimate concern during the integration process, but it can be a two sided coin. We are disruptors in a sense that we transform the traditional costly and lengthy process of integrating your enterprise applications with CA PPM into a cost effective, low TCO solution. So in this case, business disruption is something we minimize for our customers who choose to integrate with us.

As our pedestal sign at CA World ’15 states: