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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.

How to Ensure PPM Data Accuracy for Executive Reports Webinar

Ensuring that the data in your PPM is up-to-date and accurate is vital so that management can improve upon business planning and investments can be maximized.

One of the biggest issues with ensuring PPM data accuracy are your users and team members. They don’t perceive any real value from the time they spend on inputting data. They see it as time-consuming and tedious. So they often make up numbers just to get the job done – if they even do it at all. And, incorrect entries virtually ensure further data inaccuracies that ultimately sabotages the system’s ability to provide an up-to-date, single version of the truth.

This is where we can help. Join us for this webinar, and learn how to get your team entering the right data, right now. This webinar will dive deeper into some of the challenges and barriers your organization faces with data accuracy and accurate reporting. We will also explain why these challenges exist and how to get back on track.

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Register Now

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You will learn during this webinar how top PPM offerings such as CA PPM, HP PPM and Servicenow benefit from being integrated with SharePoint from an information governance perspective. SharePoint provides an easier way to manage access and restrictions across the enterprise and incorporates information security and protection to allow for more reliable information management.

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Webinar topics: 

• What is Information Governance for PPM
• The main issues with Information Governance
• How to improve Information Governance
• Simplicity in Project Management – documents & collaboration
• Live demo – SharePoint integrated with PPM
• Question and answer session

 

Replay the Webinar Now

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In this webinar, hosted by CA Technologies, Federico Pena, president of IT-ROI Solutions shows how the power of Microsoft Excel and SharePoint can dramatically increase your PMO’s productivity.

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This will extend visibility of CA PPM to your enterprise through common easy-to-use tools.
And, allows your organization to keep business users using business tools, and end users
using end user tools while minimizing training and maximizing your TCO.

 

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IT-ROI Solutions is a PPM solution and services provider with a clear mission – to make PPM simpler.
We maximize visibility, productivity and performance of CA PPM with three areas of expertise:

• SharePoint integrated solutions for CA PPM.
• Excel integrated solutions for CA PPM.
• Enterprise integration tools and connectors.

Founded in 2009, we have been profitable since our inception. With offices in Miami, Vancouver, Monterrey, and Bogota, our exposure to both the North American and LATAM markets strengthens our position and access to key customers.

 

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NEW YORK, NY – October 28, 2015 – WinMill Software and IT-ROI Solutions, both of whom are service partners and channel Partner resellers with CA Technologies, announced today a joining of forces in the form of a strategic partnership. Effective immediately, WinMill Software is an authorized reseller of IT-ROI Solutions powerful software product offerings that extend the CA PPM application. The software stack includes PPM Boss Suite for SharePoint integration, PPM Excel Interface, IB3 – Integration Bridge and MB3 – Migration Bridge. WinMill is also IT-ROI’s preferred services partner for the PPM Boss Suite.

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“We’ve been working with CA PPM since 2004,” said Kevin Kilgore, President of WinMill Software. “The product is awesome, and IT-ROI’s productivity tools make it even more awesome. All of our clients use SharePoint. The PPM Boss suite for SharePoint is a big win for our customers. It provides the ability to get data into and out of CA PPM, using a platform that is already intrinsic to the organization, this is a huge selling point.”

“IT-ROI is very excited to formalize our partnership with WinMill Software. We have been working together for over five years, and we have had tremendous success together as leaders in the CA PPM space,” said Federico Pena, President of IT-ROI Solutions. “Our products are skyrocketing in popularity, especially with addition of bi-directional SharePoint functionality. As we focus on product development, utilizing feedback from our growing customer support base, WinMill will be an extension of our services team. WinMill is one of the most professional, most competent companies we’ve ever worked with. Moreover, they have an extensive team of professionals and a loyal customer following to whom we can add additional value. We have always believed they are a perfect partner for us.”

The IT-ROI Software product stack focuses on sharing data between CA PPM and other enterprise software applications such as SharePoint (PPM Boss Suite) and Microsoft Excel (PPM Excel Interface) and leverages the frequent use and power that already exists in the Microsoft solutions. The Mb3 – Migration Bridge empowers customers to perform one-way migration of data into CA PPM supporting initial mass data loads, system upgrades, and/or application promotion. The IB3 – Integration Bridge provides CA PPM customers a powerful mapping software tool for creating repeatable data integrations between CA PPM and any other enterprise system.

CA PPM is a Project and Portfolio Management solution from CA Technologies. It helps customers manage the innovation lifecycle from ideas to execution, better align IT initiatives with business strategy, and deliver greater business value.

About WinMill Software

Founded in 1994 and headquartered in New York City, WinMill Software is a CA Technologies Preferred Services Partner, an Advanced Channel Partner and a premier provider of CA PPM consulting services. WinMill has been engaged on more than 650 CA PPM projects since 2004. Our team of certified functional consultants, technical consultants, architects and project managers are well known throughout the industry as the best of the best. Many are former Niku and CA product managers and senior architects who know CA PPM better than anyone. Don’t trust your CA PPM implementation to just anyone; trust the people who helped put CA PPM on the map.

For more information on WinMill Software, visit www.winmill.com.

About IT-ROI Solutions

IT-ROI is a PPM solution provider with a clear mission – to make PPM simpler. We maximize visibility, productivity and performance of your organization’s PPM solution with three areas of expertise:

• Enterprise application integration tools and connectors.
• SharePoint integrated solutions for CA PPM.
• Microsoft Excel integrated solutions for CA PPM.

For more information on IT-ROI software, please visit www.itroiSolutions.com.

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This news release was originally posted by WinMill Software. The original news release can be found here.

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PPM studioBoss gives organizations the ability to make CA PPM completely bi-directional with Microsoft SharePoint.

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If a picture says a thousand words when it comes to having the ability to create any CA PPM integration with SharePoint in 4 steps:

Then I say a video says a million words, see how the 4 Step is performed:

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Now it’s time to say awesome!  PPM studioBoss is able to transform CA PPM into a more transparent and approachable workspace that everybody is more familiar with. It scales with your business needs and provides a robust and flexible configuration model to adjust/expand your CA PPM-SharePoint environments.

Setup a demo with us, and we’ll trailer it to suit your business needs, and your team will all be saying “Awesome” before you know it.

Get a personalized demo

 

That’s right, GEL is the the necessary evil when it comes to CA PPM. Poorly written GEL scripts cause all sorts of issues that everyone wants to avoid. Just because you can do anything in GEL, doesn’t mean that you should. >More

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Watch the GEL Webinar and learn best practices that are explained, with tips & tricks we’ve picked up along the way. Also download the slide decks used in the webinar with the example scripts.